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.