Tu M. Pham

2020

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What was filed

252
investments
0
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
6
spouse income

Named parties

SHELBY COUNTY TENNESSEE SCHOOLS (SALARY)
COLLIERVILLE SCHOOLS (SALARY)

As filed

Individual Assets (H)

FED TRUST FEDERAL BUILDING FEDERAL CREDIT UNION (cash) — Interest

VASCULAR TECHNOLOGIES INC — None

Account #1 (H)

SCHWAB US DIVIDEND EQUITY ETF (SCHD) — Dividend

FIRST EAGLE OVERSEAS FUND CL A (SGOVX) — Dividend

MAIRS AND POWER SM CAP FD (MSCFX) — Dividend

SCHWAB FUNDAMENTAL GLBL REAL ESTATE (SFREX) — Dividend

VANGUARD HEALTH CARE FUND (VGHCX) — Dividend

Account #2 (H)

CHARLES SCHWAB BANK DEPOSIT SWEEP ACCOUNT (CASH) (X) — Interest

INVESCO OPPENHEIMER DEVELOPING MARKETS (ODMAX) — None — Sold

JPMORGAN MID CAP VALUE (FLMVX) — Dividend

MAIRS & POWER SM CAP (MSCFX) — Dividend

OAKMARK INTL FD INV (OAKIX) — Dividend

PRIMECAP ODYSSEY AGGRESSIVE (POAGX) — Dividend

Account #3 (H)

VANGUARD SELF DIRECTED BROKERAGE (cash) (X) — None

VANGUARD PRIMECAP FUND ADMIRAL (VPMAX) — None

Account #4 (H)

T ROWE RETIREMENT 2050 ADV (PARFX) — Dividend — Sold (part)

T ROWE RETIREMENT 2005 ADV — None — Buy

T ROWE RETIREMENT 2005 ADV — Sold

AMERCENT CP PRES MM INV — Dividend — Buy

Account #5 (H)

SCHWAB GOVT MONEY FUND (SWGXX) (cash eq) (X) — Dividend

DODGE & COX GLOBAL D FD (DODLX) — None — Sold

GQG PARTNERS EMRG MKTS EQTY FD INV (GQGPX) — None — Sold (part)

GQG PARTNERS EMRG MKTS EQTY FD INV (GQGPX) — Sold

MAIRS & POWERS SM CAP (MSCFX) — Dividend — Sold (part)

OAKMARK INTL FD CLASS (OAKIX) — Dividend — Sold (part)

PRIMECAP ODYSSEY AGGR GROWTH (POAGX) — Dividend — Buy (add'l)

PRIMECAP ODYSSEY AGGR GROWTH (POAGX) — Sold (part)

SCHWAB FUNDAMENTAL GLBL REAL ESTATE INDEX FD (SFREX) — None — Sold

VANGUARD HEALTH CARE FD INV (VGHCX) — Dividend

VANGUARD SMALL CAP VALUE INDEX ADM (VSIAX) — Dividend — Sold

Account #6 (H)

TD AMERITRADE INSURED DEPOSIT ACCT (IDA) (cash eq) (X) — Interest

PRIMECAP ODYSSEY AGGRESSIVE GROWTH (POAGX) — Dividend — Sold (part)

PRIMECAP ODYSSEY AGGRESSIVE GROWTH (POAGX) — Sold (part)

T ROWE PRICE HEALTH SCIENCES (PRHSX) — Dividend — Sold (part)

T ROWE PRICE HEALTH SCIENCES (PRHSX) — Sold (part)

Account #7 (H)

SCHWAB BANK DEPOSIT ACCOUNT (cash) — Interest

EATON VNCE MGD GLBL BUY (ETW) — Dividend

EOG RESOURCES INC (EOG) — Dividend

PYPL COMMON STOCK (PYPL) — None — Sold

ISHARES MSCI EAFE ETF (EFA) — None — Sold

SPDR GOLD SHARES ETF NV (GLD) — None

SPDR S&P 400 MID CAP (MDYV) — None — Sold

VANGUARD S/T INVESTMENT (VFSTX) — Dividend

FIRST EAGLE OVERSEAS FUND CL A (SGOVX) — Dividend

MAIRS AND POWER SM CAP (MSCFX) — Dividend

SCHWAB SMALL CAP INDEX (SWSSX) — None — Sold

Account #8 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) — Interest

ISHARES MSCI JAPAN (EWJ) — None — Sold

PRIMECAP ODYSSEY AGGR (POAGX) — Dividend

Account #9 (H)

FIDELITY MSCI INFORMATION TECHNOLOGY (FTEC) (X) — Dividend

Account #10 (H)

FIDELITY MSCI INFORMATION TECHNOLOGY (FTEC) (X) — Dividend

Account #11 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) (X) — Interest

MAIRS & POWER GROWTH FUND (MPGFX) — None — Sold

PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND (POAGX) — Dividend — Sold (part)

Account #12 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) — Int./Div.

TN AGGRESSIVE GROWTH FUND (POAGX) — None — Sold

TN BALANCED FUND — None — Sold

Account #13 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) (X) — Interest

MAIRS & POWER GROWTH FUND (MPGFX) — None — Sold

PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND (POAGX) (X) — Dividend — Sold (part)

Account #14 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) — Int./Div.

TN STARS AGGRESSIVE GROWTH FUND — None — Sold

TN STARS TOTAL INTERNATIONAL STOCK FUND — None — Sold

TN STARS BALANCED FUND — None — Sold

Account #15 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) (X) — Int./Div.

TN STARS AGGRESSIVE GROWTH FUND — None — Sold

TN STARS TOTAL INTERNATIONAL STOCK FUND — None — Sold

TN STARS BALANCED FUND — None — Sold

Individual Assets (H)

FED TRUST FEDERAL BUILDING FEDERAL CREDIT UNION (cash) — Interest

VASCULAR TECHNOLOGIES INC — None

Account #1 (H)

SCHWAB US DIVIDEND EQUITY ETF (SCHD) — Dividend

FIRST EAGLE OVERSEAS FUND CL A (SGOVX) — Dividend

MAIRS AND POWER SM CAP FD (MSCFX) — Dividend

SCHWAB FUNDAMENTAL GLBL REAL ESTATE (SFREX) — Dividend

VANGUARD HEALTH CARE FUND (VGHCX) — Dividend

Account #2 (H)

CHARLES SCHWAB BANK DEPOSIT SWEEP ACCOUNT (CASH) (X) — Interest

INVESCO OPPENHEIMER DEVELOPING MARKETS (ODMAX) — None — Sold

JPMORGAN MID CAP VALUE (FLMVX) — Dividend

MAIRS & POWER SM CAP (MSCFX) — Dividend

OAKMARK INTL FD INV (OAKIX) — Dividend

PRIMECAP ODYSSEY AGGRESSIVE (POAGX) — Dividend

Account #3 (H)

VANGUARD SELF DIRECTED BROKERAGE (cash) (X) — None

VANGUARD PRIMECAP FUND ADMIRAL (VPMAX) — None

Account #4 (H)

T ROWE RETIREMENT 2050 ADV (PARFX) — Dividend — Sold (part)

T ROWE RETIREMENT 2005 ADV — None — Buy

T ROWE RETIREMENT 2005 ADV — Sold

AMERCENT CP PRES MM INV — Dividend — Buy

Account #5 (H)

SCHWAB GOVT MONEY FUND (SWGXX) (cash eq) (X) — Dividend

DODGE & COX GLOBAL D FD (DODLX) — None — Sold

GQG PARTNERS EMRG MKTS EQTY FD INV (GQGPX) — None — Sold (part)

GQG PARTNERS EMRG MKTS EQTY FD INV (GQGPX) — Sold

MAIRS & POWERS SM CAP (MSCFX) — Dividend — Sold (part)

OAKMARK INTL FD CLASS (OAKIX) — Dividend — Sold (part)

PRIMECAP ODYSSEY AGGR GROWTH (POAGX) — Dividend — Buy (add'l)

PRIMECAP ODYSSEY AGGR GROWTH (POAGX) — Sold (part)

SCHWAB FUNDAMENTAL GLBL REAL ESTATE INDEX FD (SFREX) — None — Sold

VANGUARD HEALTH CARE FD INV (VGHCX) — Dividend

VANGUARD SMALL CAP VALUE INDEX ADM (VSIAX) — Dividend — Sold

Account #6 (H)

TD AMERITRADE INSURED DEPOSIT ACCT (IDA) (cash eq) (X) — Interest

PRIMECAP ODYSSEY AGGRESSIVE GROWTH (POAGX) — Dividend — Sold (part)

PRIMECAP ODYSSEY AGGRESSIVE GROWTH (POAGX) — Sold (part)

T ROWE PRICE HEALTH SCIENCES (PRHSX) — Dividend — Sold (part)

T ROWE PRICE HEALTH SCIENCES (PRHSX) — Sold (part)

Account #7 (H)

SCHWAB BANK DEPOSIT ACCOUNT (cash) — Interest

EATON VNCE MGD GLBL BUY (ETW) — Dividend

EOG RESOURCES INC (EOG) — Dividend

PYPL COMMON STOCK (PYPL) — None — Sold

ISHARES MSCI EAFE ETF (EFA) — None — Sold

SPDR GOLD SHARES ETF NV (GLD) — None

SPDR S&P 400 MID CAP (MDYV) — None — Sold

VANGUARD S/T INVESTMENT (VFSTX) — Dividend

FIRST EAGLE OVERSEAS FUND CL A (SGOVX) — Dividend

MAIRS AND POWER SM CAP (MSCFX) — Dividend

SCHWAB SMALL CAP INDEX (SWSSX) — None — Sold

Account #8 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) — Interest

ISHARES MSCI JAPAN (EWJ) — None — Sold

PRIMECAP ODYSSEY AGGR (POAGX) — Dividend

Account #9 (H)

FIDELITY MSCI INFORMATION TECHNOLOGY (FTEC) (X) — Dividend

Account #10 (H)

FIDELITY MSCI INFORMATION TECHNOLOGY (FTEC) (X) — Dividend

Account #11 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) (X) — Interest

MAIRS & POWER GROWTH FUND (MPGFX) — None — Sold

PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND (POAGX) — Dividend — Sold (part)

Account #12 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) — Int./Div.

TN AGGRESSIVE GROWTH FUND (POAGX) — None — Sold

TN BALANCED FUND — None — Sold

Account #13 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) (X) — Interest

MAIRS & POWER GROWTH FUND (MPGFX) — None — Sold

PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND (POAGX) (X) — Dividend — Sold (part)

Account #14 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) — Int./Div.

TN STARS AGGRESSIVE GROWTH FUND — None — Sold

TN STARS TOTAL INTERNATIONAL STOCK FUND — None — Sold

TN STARS BALANCED FUND — None — Sold

Account #15 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) (X) — Int./Div.

TN STARS AGGRESSIVE GROWTH FUND — None — Sold

TN STARS TOTAL INTERNATIONAL STOCK FUND — None — Sold

TN STARS BALANCED FUND — None — Sold

Individual Assets (H)

FED TRUST FEDERAL BUILDING FEDERAL CREDIT UNION (cash) — Interest

VASCULAR TECHNOLOGIES INC — None

Account #1 (H)

SCHWAB US DIVIDEND EQUITY ETF (SCHD) — Dividend

FIRST EAGLE OVERSEAS FUND CL A (SGOVX) — Dividend

MAIRS AND POWER SM CAP FD (MSCFX) — Dividend

SCHWAB FUNDAMENTAL GLBL REAL ESTATE (SFREX) — Dividend

VANGUARD HEALTH CARE FUND (VGHCX) — Dividend

Account #2 (H)

CHARLES SCHWAB BANK DEPOSIT SWEEP ACCOUNT (CASH) (X) — Interest

INVESCO OPPENHEIMER DEVELOPING MARKETS (ODMAX) — None — Sold

JPMORGAN MID CAP VALUE (FLMVX) — Dividend

MAIRS & POWER SM CAP (MSCFX) — Dividend

OAKMARK INTL FD INV (OAKIX) — Dividend

PRIMECAP ODYSSEY AGGRESSIVE (POAGX) — Dividend

Account #3 (H)

VANGUARD SELF DIRECTED BROKERAGE (cash) (X) — None

VANGUARD PRIMECAP FUND ADMIRAL (VPMAX) — None

Account #4 (H)

T ROWE RETIREMENT 2050 ADV (PARFX) — Dividend — Sold (part)

T ROWE RETIREMENT 2005 ADV — None — Buy

T ROWE RETIREMENT 2005 ADV — Sold

AMERCENT CP PRES MM INV — Dividend — Buy

Account #5 (H)

SCHWAB GOVT MONEY FUND (SWGXX) (cash eq) (X) — Dividend

DODGE & COX GLOBAL D FD (DODLX) — None — Sold

GQG PARTNERS EMRG MKTS EQTY FD INV (GQGPX) — None — Sold (part)

GQG PARTNERS EMRG MKTS EQTY FD INV (GQGPX) — Sold

MAIRS & POWERS SM CAP (MSCFX) — Dividend — Sold (part)

OAKMARK INTL FD CLASS (OAKIX) — Dividend — Sold (part)

PRIMECAP ODYSSEY AGGR GROWTH (POAGX) — Dividend — Buy (add'l)

PRIMECAP ODYSSEY AGGR GROWTH (POAGX) — Sold (part)

SCHWAB FUNDAMENTAL GLBL REAL ESTATE INDEX FD (SFREX) — None — Sold

VANGUARD HEALTH CARE FD INV (VGHCX) — Dividend

VANGUARD SMALL CAP VALUE INDEX ADM (VSIAX) — Dividend — Sold

Account #6 (H)

TD AMERITRADE INSURED DEPOSIT ACCT (IDA) (cash eq) (X) — Interest

PRIMECAP ODYSSEY AGGRESSIVE GROWTH (POAGX) — Dividend — Sold (part)

PRIMECAP ODYSSEY AGGRESSIVE GROWTH (POAGX) — Sold (part)

T ROWE PRICE HEALTH SCIENCES (PRHSX) — Dividend — Sold (part)

T ROWE PRICE HEALTH SCIENCES (PRHSX) — Sold (part)

Account #7 (H)

SCHWAB BANK DEPOSIT ACCOUNT (cash) — Interest

EATON VNCE MGD GLBL BUY (ETW) — Dividend

EOG RESOURCES INC (EOG) — Dividend

PYPL COMMON STOCK (PYPL) — None — Sold

ISHARES MSCI EAFE ETF (EFA) — None — Sold

SPDR GOLD SHARES ETF NV (GLD) — None

SPDR S&P 400 MID CAP (MDYV) — None — Sold

VANGUARD S/T INVESTMENT (VFSTX) — Dividend

FIRST EAGLE OVERSEAS FUND CL A (SGOVX) — Dividend

MAIRS AND POWER SM CAP (MSCFX) — Dividend

SCHWAB SMALL CAP INDEX (SWSSX) — None — Sold

Account #8 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) — Interest

ISHARES MSCI JAPAN (EWJ) — None — Sold

PRIMECAP ODYSSEY AGGR (POAGX) — Dividend

Account #9 (H)

FIDELITY MSCI INFORMATION TECHNOLOGY (FTEC) (X) — Dividend

Account #10 (H)

FIDELITY MSCI INFORMATION TECHNOLOGY (FTEC) (X) — Dividend

Account #11 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) (X) — Interest

MAIRS & POWER GROWTH FUND (MPGFX) — None — Sold

PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND (POAGX) — Dividend — Sold (part)

Account #12 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) — Int./Div.

TN AGGRESSIVE GROWTH FUND (POAGX) — None — Sold

TN BALANCED FUND — None — Sold

Account #13 (H)

SCHWAB BANK SWEEP ACCOUNT (cash) (X) — Interest

MAIRS & POWER GROWTH FUND (MPGFX) — None — Sold

PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND (POAGX) (X) — Dividend — Sold (part)

Account #14 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) — Int./Div.

TN STARS AGGRESSIVE GROWTH FUND — None — Sold

TN STARS TOTAL INTERNATIONAL STOCK FUND — None — Sold

TN STARS BALANCED FUND — None — Sold

Account #15 (H)

TN STARS INTEREST BEARING ACCOUNT (cash equiv) (X) — Int./Div.

TN STARS AGGRESSIVE GROWTH FUND — None — Sold

TN STARS TOTAL INTERNATIONAL STOCK FUND — None — Sold

TN STARS BALANCED FUND — None — Sold

Agreement — 1997 — DEFINED CONTRIBUTION 401(K) PLAN WITH KIRKLAND & ELLIS (FORMER LAW FIRM)

Spouse's income — 2020 — SHELBY COUNTY TENNESSEE SCHOOLS (SALARY)

Spouse's income — 2020 — COLLIERVILLE SCHOOLS (SALARY)

Spouse's income — 2020 — SHELBY COUNTY TENNESSEE SCHOOLS (SALARY)

Spouse's income — 2020 — COLLIERVILLE SCHOOLS (SALARY)

Spouse's income — 2020 — SHELBY COUNTY TENNESSEE SCHOOLS (SALARY)

Spouse's income — 2020 — COLLIERVILLE SCHOOLS (SALARY)

Part VII, line 3: Valuation of this asset is based upon the amount of the initial investment.

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.

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.