Nathanael M. Cousins

2015Annual

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Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

INVESCO/AIM IRA (American Franchise Fund) — Int/Div

Bank of America (Accounts) — Interest

Vanguard (Money Market Fund) — Int/Div

INVESCO/AIM IRA (Equity and Income Fund) — Int/Div

Fidelity (Retirement Acct # 1) (Funds listed in Part VIII — Int/Div

Scholarshare (529 Plan # 1, CA Portfolio 2021) — Int/Div

Scholarshare (529 Plan # 2, CA Portfolio 2024) — Int/Div

Vanguard IRA (500 Index Fund) — Int/Div

San Francisco Retirement 457 Plan (Prudential; Funds in Part VII — Int/Div

Fidelity Retirement Account # 2 (UC DCP) Funds in Part VIII — Int/Div

Fidelity Retirement Account ¥ 3 UC 403(b), Funds in Part VIII — Int

Chase Home Finance Investment Income {cash equivalent) — Interest

INVESCO/AIM IRA (MidCap Growth Fund) — Int/Div

INVESCO/AIM IRA (European Growth Fund) — Int./y

INVESCO/AIM IRA (International Equities Fund) — Ine

INVESCO/AIM IRA (Small Company Growth Fund) — Int/Div

Additional Information for Part VII, Investment and Trusts:

Column A, Description of Assets, line:

5: Assets: UC Global Fund, UC Bond Fund, UC Savings Fund

9: Assets: Large Cap Core Equity S&P Index 500 Fund, Target Date 2035 Fund.

10: Assets: Asset Allocation UC Pathway 2035 Fund, Large Cap Growth Fidelity Blue Chip Growth Fund, Fidelity Magellan Fund, Large Cap Value Fidelity

Equity Income Fund, Fidelity International Discovery Fund

11: Assets: Asset Allocation UC Pathway 2035 Fund, Large Cap Growth Fidelity Blue Chip Growth Fund, Large Cap Value Fidelity Equity Income Fund, Fidelity

Diversified International Fund

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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Nathanael M. Cousins | Frix