Margaret Bartley
2014Annual
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What was filed
21
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- U.S. Court of Appeals for Veterans Claims
As filed
BB&T bank accounts — Interest
Nat'l Life Ins. Co. Whole Life — Int/Div
457b)(H)
VT Plus Fund — Int/Div
VT Vantagepoint Milestone 2025 — Int/Div
VOYA Money Market Portfolio — None
VOYA Intermediate Bond Portfolio — Int/Div
Columbia High Yield Bond Fund R — Int/Div
Pioneer Equity Income VCT Portfolio — Int/Div
VY TRowe Price Growth Equity Portfolio — Int/Div
VOYA Midcap Opportunities Portfolio — Int/Div
Oppenheimer Developing Markets Fund A — None
MFS Mass Investors Trust A — Int/Div
MFS Heritage Trust Bond Fund A — Int/Div
IRA #) — Interest
Wells Fargo (various accounts)
Invesco Money Market Fund Class AX (Simple IRA) — None
Invesco American Franchise Fund Class A — Int/Div
Invesco Corp. Bond Fund Class A (Simple IRA) — Int/Div
Invesco Comstock Fund Class A (Simple IRA) — Int/Div
U.S. Savings Bonds — Interest
Judge, U.S. Court of Appeals for Veterans Claims
Part VI, page 3, this creditor was formerly classified as Sallic Mae.
Part VII, page 4, line 2, the gross value of this asset at end of reporting period was erronously classified as "L* on the 2013 & 2012 AO-10 Reports,
Part VII, page 4, line 6, this asset was formerly classified as ING Money Market Portfolio.
Part VII, page 4, line 7, this asset was formerly classified as ING Intermediate Bond Portfolio.
Part VII, page 4, line 9, this asset was formerly classified us ING Pioneer Equity Income VCT Portfolio.
Part VII, page 4, line 10, this asset was formerly classified as ING TRowe Price Growth Equity Portfolio.
Part VII, page 4, line 11, this asset was formerly classified as ING Midcap Opportunities Portfolio I.
Part VII, page 4, line 12, this asset was formerly classified as ING Oppenheimer Developing Markets Fund A.
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