Phyllis M. Jones

2015Annual

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What was filed

  • 33

    investments

  • 0

    positions

  • 1

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Addinonal Information
  • Local Bar/Investiture Committee
  • Great Lakes - Spouse
  • Hilton Grand Vacation
  • First Electric Cooperative - salary
  • Self-employed - professional surveyor

As filed

Regions Bank (Accounts) (IRA) — Int/Div

Cantrell West Properties LLC — None — Sold — Addinonal Information

Lax Vaughan Profit Sharing Plan and Trust — None — Distnbuted

NRECA 401(K) Pension: (H)

Money Market Fund — Int/Div — Sold (part)

S&P 500 Stock Index Fund — Int/Div

Dwersified Growth Stock — Int/Div

2020 Target Date Portfolio — Int/Div — Buy

NRECA Retirement & SecurityDefined Benefits Plan — Int/Div

Time Share #1 Clark County, NV ($31,780 07164185) — None — Buy

New York Life - Whole Life — Int/Div

Shelter Insurance - Universal Life (No Fund Selected) — Int/Div

Charles Schwab Account 21: (IRA) (H)

Loomis Sayles Bond Fund — Int/Div — Sold

Deutsche Floating Rate CL S — Int/Div — Sold

PIMCO High Yield Fund CL D — Int/Div — Sold

Scout Unconstrained Bond FD CL Y — Int/Div — Sold

Baron Emrg Mkts FD — Int/Div — Sold

Harbor International Fund Inv C1 — Sold

Oukmark Select Fund — Sold

Parametric Emrg Mkts Inv — Sold

Schwab S&P S00 Index FD — Int/Div — Buy (add'l)

Touchstone Sands Capital — Sold

Westport Select Cap Fund Class R — Sold

IWF-IShares Russell 1000 Growth ETF — Int/Div — Buy

Schwab US Small Cap ETF — Int/Div — Buy

VO-Vanguard Mid Cap ETF — Int/Div — Buy

VEA - Vanguard FTSE Developed Markets ETF — Int/Div — Buy

VWO - Vanguard FTSE Emerging Markets ETF — Int/Div — Buy

CS) - IShares 1-3 Year Credit Bond ETF — Int/Div — Buy

FLOT - IShares Floating Rate Bond ETF — Int/Div — Buy

ScottTrade Account all Citigroup. Inc. (X) — Int — Sold

S10.

Gift — Local Bar/Investiture Committee — Judicial Robe ($388.70) and Gavel ($190.75) — $579.45

Agreement — 2014 — Lax, Vaughan, Fortson, Jones & Rowe, PA, Profit Sharing Plan and Trust

Liability — Great Lakes - Spouse — Student Loan

Liability — Hilton Grand Vacation — Time Share #1 Clark County, NV

Spouse's income — 2015 — First Electric Cooperative - salary

Spouse's income — 2015 — Self-employed - professional surveyor

Part VIL. Investments and Trusts.

#2 - Identity of buyers: Roger D. Rowe, Billie Lax, Grant E, Fortson, Tommy C. Vaughan, Jr. one-fourth interest each.

#3 - was rolled over to IRA listed at #13

#11 & #12 Reported on Initial Report as "life insurance policies”

Note some investments reported on initial report were sold in 2014 and not included in this reporting period.

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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