Ask Donna

Pull out the substance of this filing.

What was filed

  • 18

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Missouri State Employees Retirement - Pension Payment
  • Public School Retirement System of Missouri - Pension Payment

As filed

IRA (H)

Voya Fixed Account — Dividend — Sold

Voya Limited Maturity Bond Portfolio — Dividend — Sold

Fidelity Contrafund Portfolio — Dividend — Sold

Voya JP Morgan Small Cap Core Equity Portfolio — Dividend — Sold

Voya Global Value Advantage Portfolio — Dividend — Sold

Vanguard Federal Money Market Fund — Dividend — Buy

Vanguard Federal Money Market Fund — Sold (part)

Vanguard Total Bond Market ETF — None — Buy

Vanguard Total Int'l Stock Index Fund EFT — None — Buy

Vanguard Total Int'l Bond Index ETF — None — Buy

Vanguard Total Stock Market ETF — None — Buy

Account #1 (H)

Vanguard Federal Money Market Fund — None — Buy

Vanguard Total Stock Market ETF — None — Buy

Neighbors Credit Union cash account — Interest

Account #2 (H)

Commercial Bank-St. Louis cash account — Interest

Agreement — 1984 — Missouri State Employees Defined Pension Plan

Income — 2020 — Missouri State Employees Retirement - Pension Payment — $107,113.00

Spouse's income — 2020 — Public School Retirement System of Missouri - Pension Payment

Part VII. The part includes headers for the first time.

Part VII, lines 9-12, 15-16. The accounts listed on these lines were opened near the end of 2020 and did not have any income for 2020.

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.

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Ronnie Lee White | Frix