Allen Joe Fish

2011Annual

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Pull out the substance of this filing.

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,

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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