Margaret Bartley

2014Annual

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Pull out the substance of this filing.

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.

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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Margaret Bartley | Frix