Allen Joe Fish
2011Annual
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What was filed
33
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- SMU Dedman School of Law - teaching
- St. John's Episcopal School--Salary
As filed
Texas Federal Credit Union Accounts, Dallas, TX — Int/Div
TIAA-CREF deferred annuity — Int/Div — Buy
CREF Inflation Linked Bond Fund — Int/Div — Sold
IRA ZI
Vanguard Total Stock Mkt Index Fund IVISMX) — Int/Div
Vanguard Inflation Protected Securities Fund (VIPSX) — Int/Div
IRA#2
Vanguard Total Stock Mkt Index Fund IVTSMX) — Int/Div
Vanguard Inflation Protected Securities Fund (VIPSX) — Int/Div
IRA #3
Vanguard Total Stock Mkt VIPERS (VTI) — Int/Div — Sold (part)
iShares TIPS Bond Fund (T1P) — Int/Div — Sold (part)
iShares EAFE Index Trust (EFA) — Int/Div — Buy (add'l)
Vanguard REIT VIPERS (VNQ) — Int/Div — Sold (part)
SPDR Select Sector-Energy (XLE) — Int/Div — Sold (part)
American Century Int'l Bond Fund (BEGBX) — Int/Div — Sold (part)
iShares FTSE Xinhua China 25 (FX) — Int/Div
iShares Russell 1000 Value Trust (IWD) — Int/Div — Sold (part)
iShares Russell 2000 Value Trust (IWN) — Int/Div — Buy (add'l)
iShares EAFE Value Index Trust (EFV) — Int/Div — Buy (add'l)
Vanguard Emerging Markets VIPERS (VWO) — Int/Div — Buy (add'l)
SPDR Gold Trust Gold Shares (GLD) — Buy (add'l)
Berkshire Hathaway Class B (BRK/B) — Buy
IRA #4
Vanguard Total Stock Mkt VIPERS (VTI) — Int/Div
iShares TIPS Bond Fund (11P) — Int/Div
iShares EAFE Index Trust (EFA) — Int/Div
Vanguard REIT VIPERS (VNQ) — Int/Div
SPDR Select Sector-Energy (XLE) — Int/Div
iShares FTSE Xinhua China 25 (FX) — Int/Div
Exxon Mobil Common Stock (XOM) — Int/Div
ING USA Annuity & Life Insurance Company deferred annuity — Interest
Aviva Life & Annuity Company deferred annuity (X) — Interest
Agreement — 2011 — SMU Dedman School of Law - teaching for spring and fall terms
Income — 2011 — SMU Dedman School of Law - teaching — SSO.000.00
Spouse's income — 2011 — St. John's Episcopal School--Salary
1. The items reported in paragraph VII(1) are credit union accounts. Detailed transactional data are not being provided in accordance with the instructions.
2. The item in paragraphn VII(2) was purchased with the proceeds of the sale reported in paragraph VII(3).
3. The additional shares in paragraphs VII(13), (19), (20), and (21) were purchased with proceeds of the sales reported in paragraphs VII(11), (12), (14), (15),
(16), and (18).
4. The items in VI1{22) and (23) were purchased with dividends accumulated in IRA #3,
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