Teresa James
2020
Ask Donna
Pull out the substance of this filing.
What was filed
258
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
3
spouse income
Named parties
- Federal Bar Association, Kansas Chapter
- Asbury United Methodist Church (salary)
As filed
Individual Assets (H)
Commerce Bank Accounts (cash) — Interest
Goldman Sachs (cash) — Interest
Account #1 (H)
Vanguard Prime Money Market Fund (VMMXX) (cash equiv) — Dividend
Vanguard Balanced Index Admiral Cl (VBIAX) — Dividend — Buy
Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Buy
Vanguard Total Bond Market Index Fund (VBTLX) — Dividend
Vanguard 500 Index Fund Admiral (VFIAX) — Dividend
Vanguard Intermediate Term Invest Grade Investor Cl (VFICX) — Dividend — Buy
Vanguard Long Term Treasury Index Admiral Cl (VLGSX) — Dividend — Buy
Vanguard Total International Bond Index Admiral (VTABX) (X) — Dividend — Sold (part)
Vanguard Total Intl Stock Index Adm (VTIAX) — Dividend
Account #2 (H)
Vanguard Federal Money Market Fund (VMFXX) (cash) — Dividend
Alphabet Inc Cl C (GOOG) — None — Sold (part)
Alphabet Inc Cl C (GOOG) — Buy (add'l)
Alphabet Inc Cl C (GOOG) — Buy (add'l)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold
Alphabet Inc Cl A (GOOGL) — None — Sold (part)
Alphabet Inc Cl A (GOOGL) — Buy (add'l)
Alphabet Inc Cl A (GOOGL) — Buy (add'l)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold
Amazon.Com Inc (AMZN) — None — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Buy (add'l)
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
AT&T Inc (T) — Dividend
Duke Energy Corp New (DUK) — Dividend
Exxon Mobil Corp (XOM) — Dividend — Sold (part)
Facebook Inc (FB) — None — Buy
Facebook Inc (FB) — Sold (part)
Facebook Inc (FB) — Sold (part)
Facebook Inc (FB) — Sold (part)
Oneok Inc New (OKE) — Dividend
Account #3 (H)
Vanguard 500 Index Admiral Cl (VFIAX) — Dividend
Account #4 (H)
American Funds American Balanced Fund A (ABALX) — None
Account #5 (H)
Stable Value Fund (SVF) (cash equiv) — Interest
Fixed Income Fund (FIF) — None — Sold (part)
Fixed Income Fund (FIF) — Buy (add'l)
Fixed Income Fund (FIF) — Buy (add'l)
Extended Term Fixed Income Fund (ETFIF) — None — Sold (part)
Extended Term Fixed Income Fund (ETFIF) — Buy (add'l)
Extended Term Fixed Income Fund (ETFIF) — Buy (add'l)
Multiple Asset Fund (MAF) — None
U.S. Equity Fund (USEF) — None — Buy (add'l)
U.S. Equity Fund (USEF) — Sold (part)
U.S. Equity Fund (USEF) — Sold (part)
International Equity Fund (IEF) — None — Buy (add'l)
International Equity Fund (IEF) — Sold (part)
International Equity Fund (IEF) — Sold (part)
Account #6 (H)
Apple Inc Com (AAPL) — Dividend
AT&T Inc Com (T) — Dividend
Duke Energy Holdings Corp Com (DUK) — Dividend
Energy Transfer LP (ET) — Dividend — Buy (add'l)
Magellan Midstream Partners (MMP) — Dividend
Williams Companies Inc Com (WMB) — Dividend — Buy (add'l)
Account #7 (H)
Vanguard Target Retirement 2025 Investor Cl (VTTVX) — Dividend
Individual Assets (H)
Commerce Bank Accounts (cash) — Interest
Goldman Sachs (cash) — Interest
Account #1 (H)
Vanguard Prime Money Market Fund (VMMXX) (cash equiv) — Dividend
Vanguard Balanced Index Admiral Cl (VBIAX) — Dividend — Buy
Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Buy
Vanguard Total Bond Market Index Fund (VBTLX) — Dividend
Vanguard 500 Index Fund Admiral (VFIAX) — Dividend
Vanguard Intermediate Term Invest Grade Investor Cl (VFICX) — Dividend — Buy
Vanguard Long Term Treasury Index Admiral Cl (VLGSX) — Dividend — Buy
Vanguard Total International Bond Index Admiral (VTABX) (X) — Dividend — Sold (part)
Vanguard Total Intl Stock Index Adm (VTIAX) — Dividend
Account #2 (H)
Vanguard Federal Money Market Fund (VMFXX) (cash) — Dividend
Alphabet Inc Cl C (GOOG) — None — Sold (part)
Alphabet Inc Cl C (GOOG) — Buy (add'l)
Alphabet Inc Cl C (GOOG) — Buy (add'l)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold
Alphabet Inc Cl A (GOOGL) — None — Sold (part)
Alphabet Inc Cl A (GOOGL) — Buy (add'l)
Alphabet Inc Cl A (GOOGL) — Buy (add'l)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold
Amazon.Com Inc (AMZN) — None — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Buy (add'l)
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
AT&T Inc (T) — Dividend
Duke Energy Corp New (DUK) — Dividend
Exxon Mobil Corp (XOM) — Dividend — Sold (part)
Facebook Inc (FB) — None — Buy
Facebook Inc (FB) — Sold (part)
Facebook Inc (FB) — Sold (part)
Facebook Inc (FB) — Sold (part)
Oneok Inc New (OKE) — Dividend
Account #3 (H)
Vanguard 500 Index Admiral Cl (VFIAX) — Dividend
Account #4 (H)
American Funds American Balanced Fund A (ABALX) — None
Account #5 (H)
Stable Value Fund (SVF) (cash equiv) — Interest
Fixed Income Fund (FIF) — None — Sold (part)
Fixed Income Fund (FIF) — Buy (add'l)
Fixed Income Fund (FIF) — Buy (add'l)
Extended Term Fixed Income Fund (ETFIF) — None — Sold (part)
Extended Term Fixed Income Fund (ETFIF) — Buy (add'l)
Extended Term Fixed Income Fund (ETFIF) — Buy (add'l)
Multiple Asset Fund (MAF) — None
U.S. Equity Fund (USEF) — None — Buy (add'l)
U.S. Equity Fund (USEF) — Sold (part)
U.S. Equity Fund (USEF) — Sold (part)
International Equity Fund (IEF) — None — Buy (add'l)
International Equity Fund (IEF) — Sold (part)
International Equity Fund (IEF) — Sold (part)
Account #6 (H)
Apple Inc Com (AAPL) — Dividend
AT&T Inc Com (T) — Dividend
Duke Energy Holdings Corp Com (DUK) — Dividend
Energy Transfer LP (ET) — Dividend — Buy (add'l)
Magellan Midstream Partners (MMP) — Dividend
Williams Companies Inc Com (WMB) — Dividend — Buy (add'l)
Account #7 (H)
Vanguard Target Retirement 2025 Investor Cl (VTTVX) — Dividend
Individual Assets (H)
Commerce Bank Accounts (cash) — Interest
Goldman Sachs (cash) — Interest
Account #1 (H)
Vanguard Prime Money Market Fund (VMMXX) (cash equiv) — Dividend
Vanguard Balanced Index Admiral Cl (VBIAX) — Dividend — Buy
Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Buy
Vanguard Total Bond Market Index Fund (VBTLX) — Dividend
Vanguard 500 Index Fund Admiral (VFIAX) — Dividend
Vanguard Intermediate Term Invest Grade Investor Cl (VFICX) — Dividend — Buy
Vanguard Long Term Treasury Index Admiral Cl (VLGSX) — Dividend — Buy
Vanguard Total International Bond Index Admiral (VTABX) (X) — Dividend — Sold (part)
Vanguard Total Intl Stock Index Adm (VTIAX) — Dividend
Account #2 (H)
Vanguard Federal Money Market Fund (VMFXX) (cash) — Dividend
Alphabet Inc Cl C (GOOG) — None — Sold (part)
Alphabet Inc Cl C (GOOG) — Buy (add'l)
Alphabet Inc Cl C (GOOG) — Buy (add'l)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold (part)
Alphabet Inc Cl C (GOOG) — Sold
Alphabet Inc Cl A (GOOGL) — None — Sold (part)
Alphabet Inc Cl A (GOOGL) — Buy (add'l)
Alphabet Inc Cl A (GOOGL) — Buy (add'l)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold
Amazon.Com Inc (AMZN) — None — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Sold (part)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Buy (add'l)
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
AT&T Inc (T) — Dividend
Duke Energy Corp New (DUK) — Dividend
Exxon Mobil Corp (XOM) — Dividend — Sold (part)
Facebook Inc (FB) — None — Buy
Facebook Inc (FB) — Sold (part)
Facebook Inc (FB) — Sold (part)
Facebook Inc (FB) — Sold (part)
Oneok Inc New (OKE) — Dividend
Account #3 (H)
Vanguard 500 Index Admiral Cl (VFIAX) — Dividend
Account #4 (H)
American Funds American Balanced Fund A (ABALX) — None
Account #5 (H)
Stable Value Fund (SVF) (cash equiv) — Interest
Fixed Income Fund (FIF) — None — Sold (part)
Fixed Income Fund (FIF) — Buy (add'l)
Fixed Income Fund (FIF) — Buy (add'l)
Extended Term Fixed Income Fund (ETFIF) — None — Sold (part)
Extended Term Fixed Income Fund (ETFIF) — Buy (add'l)
Extended Term Fixed Income Fund (ETFIF) — Buy (add'l)
Multiple Asset Fund (MAF) — None
U.S. Equity Fund (USEF) — None — Buy (add'l)
U.S. Equity Fund (USEF) — Sold (part)
U.S. Equity Fund (USEF) — Sold (part)
International Equity Fund (IEF) — None — Buy (add'l)
International Equity Fund (IEF) — Sold (part)
International Equity Fund (IEF) — Sold (part)
Account #6 (H)
Apple Inc Com (AAPL) — Dividend
AT&T Inc Com (T) — Dividend
Duke Energy Holdings Corp Com (DUK) — Dividend
Energy Transfer LP (ET) — Dividend — Buy (add'l)
Magellan Midstream Partners (MMP) — Dividend
Williams Companies Inc Com (WMB) — Dividend — Buy (add'l)
Account #7 (H)
Vanguard Target Retirement 2025 Investor Cl (VTTVX) — Dividend
Board Member and President Elect, Federal Bar Association, Kansas Chapter
Board Member and President Elect, Federal Bar Association, Kansas Chapter
Board Member and President Elect, Federal Bar Association, Kansas Chapter
Spouse's income — 2020 — Asbury United Methodist Church (salary)
Spouse's income — 2020 — Asbury United Methodist Church (salary)
Spouse's income — 2020 — Asbury United Methodist Church (salary)
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VII, line 3: This item was inadvertently omitted from my prior report.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.