James Leon Holmes

2018Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 25

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • CenterPomnt Cemetery Perpetual Care and Maintenance Corporation

As filed

NORTHWESTERN MUTUAL WHOLE LIFE — Int/Div

TIAA<CREF FIXED ANNUITY — Interest

TIAA-CREF VARIABLE ANNUITY (H)

CREFSTOCK RI — None

ARVEST BANK — Interest

IRA #1 (H)

TIMOTHY PLAN LRGMID CAPCL A — Int/Div

TEMPLETON GLOBAL BOND CLASS A — Int/Div

FRANKLINUSGOVTCLA — Int/Div

TIMOTHY PLAN FIXED INCOME CL A — Int/Div

FRANKLIN UTILITIES CLASS A — Int/Div

FRANKLIN GOLD AND PRECIOUS METALS CL A — None

SPDR GOLD TR GOLD SHS — None

FIDELITY TREASURY MMKT CAPITAL RESRVS — Int/Div

BROKERAGE ACCOUNT #2 (H)

FRANKLIN UTILITIES CLASS A — Int/Div

EXXON MOBIL CORP — Int/Div

FRANKLIN HIGH YIELD TAX FREE INCOME A — Interest

TIMOTHY PLAN LARGE/MID CAP GROWTHCL A — Int/Div

TIMOTHY PLAN LRG/MID CAP VALUECLA A — Int/Div

FRANKLIN GOLD AND PRECIOUS METALSCL A — None

TIMOTHY PLAN FIXED INCOME CL A — Int/Div

FRANKLINUSGOVTCLA — Int/Div

TIMOTHY PLAN DEFENSIVE STRAT CLA — Int/Div

Director, CenterPomnt Cemetery Perpetual Care and Maintenance Corporation

PART VIL INVESTMENTS AND TRUSTS, LINES 2, 3 AND 4 - THE TIAA-CREF ACCOUNT CONTAINS A FIXED ANNUITY (REPORTED ON LINE 2),

AND A VARIABLE ANNUITY WITH ONLY ONE EQUITY INVESTMENT (CREF STOCK R1) IN THE VARIABLE ANNUITY (REPORTED ON LINES 3

AND 4),

PART VIL INVESTMENTS AND TRUSTS, LINE 5 - ACCOUNT HAD FALLEN BELOW THE REPORTING THRESHOLD FOR 2017 BUT HAS NOW

ARISEN ABOVE THE REPORTING THRESHOLD FOR 2018.

PART VII, INVESTMENTS AND TRUSTS, LINE 6 - THIS IS A HEADING, THE UNDERLYING ASSETS ARE REPORTED SEPARATELY ON LINES

7 THROUGH 14, INCLUDING THE INCOME, YEAR-END VALUES AND TRANSACTIONS. LINE 14 IS THE MONEY MARKET ACCOUNT WHERE

CASH IS HELD.

PART VIL INVESTMENTS AND TRUSTS, LINE 15 - THIS IS A HEADING. THE UNDERLYING ASSETS ARE REPORTED SEPARATELY ON LINES

16 THROUGH 24, INCLUDING THE INCOME, YEAR-END VALUES AND TRANSACTIONS,

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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James Leon Holmes | Frix