Mary Elizabeth Phillips

2020

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Pull out the substance of this filing.

What was filed

194
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Family Trust
State of Missouri- Salary

As filed

Adorn, Inc. — None

Family Trust (H for Lines 3-35)

Country Club Bank — Interest

Schwab 1 (H) See Part VIII

Vanguard Select Value - VASVX — Dividend

Osage Sch Lake Ozark - bond — Interest

Greene Co Reorg school - bond — Interest

Missouri St. Health and EDL - bond — Interest

Schwab 1 (H)

California Resource Corp - CRC - see Part VIII — Dividend — Closed

Colgate Palmolive (CL) — Dividend

Diageo plc - DEO — Dividend

Intel Corp - INTC — Dividend — Buy

Johnson & Johnson - JNJ — Dividend

Linde PCL - LIN — Dividend — Sold

Medtronic - MDT — Dividend — Buy

PepsiCo Inc — Dividend

Rockwell Automation - ROK — Dividend

Suncor Energy - SU — Dividend — Sold

Union Pacific - UNP — Dividend

IShares Trust Real Estate - IYR — Dividend

iShares Russell 2000 Value Index — Dividend — Sold

iShares MSCI Emerging Markets Index EEM — Dividend

ISHARES Core MSCI Emerging - IEMG — Dividend — Sold

Vanguard Midcap Growth - VOT — Dividend

Vanguard Mid Cap Value - VOE — Dividend

Vanguard FTSE Emerging Markets - VWO — Dividend

Vanguard Russell 1000 Growth - VONG — Dividend

Vanguard Russell 1000 Value - VONV — Dividend

Vanguard Russell 2000 Growth - VTWG — Dividend

Vanguard FTSE Developed Market - VEA — Dividend

Matthews Pacific Tiger - MAPTX — Dividend

Vanguard Primecap Core - VPCCX — Dividend

Vanguard Tax-Managed Small Cap - VTMSX — Dividend

Cash Account Schwab — Interest — Open

Schwab 2 (Roth) (H) See Part VIII

T. Rowe Price Overseas TROIX — Dividend

UNTS Gugg Flah Crum PRFD — Dividend

Cash Account Schwab — Interest

Schwab 3 (Rollover) (H) See Part VIII

California Resources Corp - CRC See Part VIII — None — Closed

Colgate Palmolive - CL — Dividend — Sold

Diageo PLC - DEO — Dividend — Sold

Intel Corp - INTC — Dividend

Johnson & Johnson - JNJ — Dividend

Linde PLC — Dividend — Sold

Medtronic - MDT — Dividend

Pepsico - PEP — Dividend

QUALCOMM Inc - QCOM — Dividend

Rockwell Automation - ROK — Dividend

Suncor - SU — Dividend — Sold

Union Pacif Corp - UNP — Dividend

Ishared US Real Estate - IYR — Dividend

Vanguard Mid-Cap Growth - VOT — Dividend

Vanguard Mid-cap Value — Dividend

Vanguard Emerging Markets - VWO — Dividend

Vanguard Russell 1000 Growth - VONG — Dividend

Vanguard Russell 2000 Value VTWV — Dividend

Vanguard russell 2000 Growth - VTWG — Dividend

Vanguard Developed MKT - VEA — Dividend

Verizon Comm Int. NTS B/E - bond — None

Matthews Asian Divident MIPIX — Dividend — Buy

Schwab US Divident SCHD — Dividend — Buy

Cash Account Schwab — Interest — Open

Schwab 4 (Rollover) (H) See Part VIII

Loomis Sayles Growth - LGRCX — Dividend — Sold

Oakmark Intl Fund - OAKIX — Dividend — Sold

T. Rowe Price Asia Opportunities TRASX — Dividend

T. Rowe Price Asia Opportunities TRASX — None — Buy

Cash Account Schwab — Interest — Open

Schwab 5 (Roth) (H) See Part VIII

California Resources Corp - CRC — None — Closed

Colgate Palmolive - CL — Dividend — Sold

Diageo - DEO — Dividend — Sold

Intel Corp - INTC — Dividend

Johnson & Johnson - JNJ — Dividend

Medtronic - MDT — Dividend

Pepsico - PEP — Dividend

Qualcomm - QCOM — Dividend

Rockwell Automation - ROK — Dividend

Suncor - SU — Dividend — Sold

Union Pacitic Corp - UNP — Dividend

IShares US Real Estate - IYR — Dividend

Vanguard Mid-Cap Growth - VOT — Dividend

Vanguard Mid-Cap Value - VOE — Dividend

Vanguard Emerging Markets - VWO — Dividend

Vanguard Russell 1000 Growth - VONG — Dividend

Vanguard Russell 2000 Value - VTWV — Dividend

Vanguard Russell 2000 Growth - VTWG — Dividend

Vanguard Developed MKT - VEA — Dividend

Vanguard Total Stock - VTSAX — Dividend

Schwab US Dividend SCHD — Dividend — Buy

T Rowe Price Asia Opportunities TRASX — Dividend — Buy

Cash Account Schwab — Interest — Buy

457(b) Plan (H)

MO2035 Fund — Interest

UBS Cash Account — Int./Div. — Closed

Adorn, Inc. — None

Family Trust (H for Lines 3-35)

Country Club Bank — Interest

Schwab 1 (H) See Part VIII

Vanguard Select Value - VASVX — Dividend

Osage Sch Lake Ozark - bond — Interest

Greene Co Reorg school - bond — Interest

Missouri St. Health and EDL - bond — Interest

Schwab 1 (H)

California Resource Corp - CRC - see Part VIII — Dividend — Closed

Colgate Palmolive (CL) — Dividend

Diageo plc - DEO — Dividend

Intel Corp - INTC — Dividend — Buy

Johnson & Johnson - JNJ — Dividend

Linde PCL - LIN — Dividend — Sold

Medtronic - MDT — Dividend — Buy

PepsiCo Inc — Dividend

Rockwell Automation - ROK — Dividend

Suncor Energy - SU — Dividend — Sold

Union Pacific - UNP — Dividend

IShares Trust Real Estate - IYR — Dividend

iShares Russell 2000 Value Index — Dividend — Sold

iShares MSCI Emerging Markets Index EEM — Dividend

ISHARES Core MSCI Emerging - IEMG — Dividend — Sold

Vanguard Midcap Growth - VOT — Dividend

Vanguard Mid Cap Value - VOE — Dividend

Vanguard FTSE Emerging Markets - VWO — Dividend

Vanguard Russell 1000 Growth - VONG — Dividend

Vanguard Russell 1000 Value - VONV — Dividend

Vanguard Russell 2000 Growth - VTWG — Dividend

Vanguard FTSE Developed Market - VEA — Dividend

Matthews Pacific Tiger - MAPTX — Dividend

Vanguard Primecap Core - VPCCX — Dividend

Vanguard Tax-Managed Small Cap - VTMSX — Dividend

Cash Account Schwab — Interest — Open

Schwab 2 (Roth) (H) See Part VIII

T. Rowe Price Overseas TROIX — Dividend

UNTS Gugg Flah Crum PRFD — Dividend

Cash Account Schwab — Interest

Schwab 3 (Rollover) (H) See Part VIII

California Resources Corp - CRC See Part VIII — None — Closed

Colgate Palmolive - CL — Dividend — Sold

Diageo PLC - DEO — Dividend — Sold

Intel Corp - INTC — Dividend

Johnson & Johnson - JNJ — Dividend

Linde PLC — Dividend — Sold

Medtronic - MDT — Dividend

Pepsico - PEP — Dividend

QUALCOMM Inc - QCOM — Dividend

Rockwell Automation - ROK — Dividend

Suncor - SU — Dividend — Sold

Union Pacif Corp - UNP — Dividend

Ishared US Real Estate - IYR — Dividend

Vanguard Mid-Cap Growth - VOT — Dividend

Vanguard Mid-cap Value — Dividend

Vanguard Emerging Markets - VWO — Dividend

Vanguard Russell 1000 Growth - VONG — Dividend

Vanguard Russell 2000 Value VTWV — Dividend

Vanguard russell 2000 Growth - VTWG — Dividend

Vanguard Developed MKT - VEA — Dividend

Verizon Comm Int. NTS B/E - bond — None

Matthews Asian Divident MIPIX — Dividend — Buy

Schwab US Divident SCHD — Dividend — Buy

Cash Account Schwab — Interest — Open

Schwab 4 (Rollover) (H) See Part VIII

Loomis Sayles Growth - LGRCX — Dividend — Sold

Oakmark Intl Fund - OAKIX — Dividend — Sold

T. Rowe Price Asia Opportunities TRASX — Dividend

T. Rowe Price Asia Opportunities TRASX — None — Buy

Cash Account Schwab — Interest — Open

Schwab 5 (Roth) (H) See Part VIII

California Resources Corp - CRC — None — Closed

Colgate Palmolive - CL — Dividend — Sold

Diageo - DEO — Dividend — Sold

Intel Corp - INTC — Dividend

Johnson & Johnson - JNJ — Dividend

Medtronic - MDT — Dividend

Pepsico - PEP — Dividend

Qualcomm - QCOM — Dividend

Rockwell Automation - ROK — Dividend

Suncor - SU — Dividend — Sold

Union Pacitic Corp - UNP — Dividend

IShares US Real Estate - IYR — Dividend

Vanguard Mid-Cap Growth - VOT — Dividend

Vanguard Mid-Cap Value - VOE — Dividend

Vanguard Emerging Markets - VWO — Dividend

Vanguard Russell 1000 Growth - VONG — Dividend

Vanguard Russell 2000 Value - VTWV — Dividend

Vanguard Russell 2000 Growth - VTWG — Dividend

Vanguard Developed MKT - VEA — Dividend

Vanguard Total Stock - VTSAX — Dividend

Schwab US Dividend SCHD — Dividend — Buy

T Rowe Price Asia Opportunities TRASX — Dividend — Buy

Cash Account Schwab — Interest — Buy

457(b) Plan (H)

MO2035 Fund — Interest

UBS Cash Account — Int./Div. — Closed

Trustee, Family Trust

Spouse's income — 2020 — State of Missouri- Salary

Part VII

#4 Schwab 1: In October 2020 all assets in our UBS account were transferred to a new account with Charles Schwab.

#11 California Resource Corp- CRC: This company declared bankruptcy and the asset no longer has any value.

#43 Schwab 2 (Roth): In October 2020, all assets in our UBS account were transferred to a new account with Charles Schwab.

#47 Schwab 3 (Rollover): In October 2020, all assets in our UBS account were transferred to a new account with Charles Schwab.

#49 California Resources Corp - CRC: The company declared bankruptcy and the asset has no value.

#79 Schwab 4 (Rollover): In October 2020, all assets in our UBS account were transferred to a new account with Charles Schwab.

#87 Schwab 5 (Roth): In October 2020, all assets in our UBS account were transferred to a new account with Charles Schwab.

#89 California Resources Corp - CRC: The company declared bankruptcy and the asset has no value.

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.