Michelle H. Burns

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 113

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Judiciary
  • Judiciury
  • Judicrary
  • Burns, Nickerson, and Taylor, S<Corp. salary

As filed

Interest Checking Account Bank of America — Interest

Partnership - Bums Fulton — Distribution

Interest checking wells fargo bank — Interest

Fidelity Insvestments Brokerage Account (sn

Fidelity Cash Account — Interest

Blackrock Emerg Mkts — Int/Div

Fidelivy Investments Managed Acct (502)

Fid. Advior Growth — Int/Div — Sold

Fid. Intl Small Cap Opp — Int/Div — Sold

Fid. Adv. Int'l Discy — Int/Div — Sold

Fid. Value Strategies — Int/Div — Sold

BlackRock Natl Mum Fund — Int/Div

Franklin Fed. Tax Free C1 — Int/Div

IShares Russell Midcap Val — Int/Div

IShares Russel Mdep Grwth — Int/Div

IShares Russell 1000 Val — Int/Div

IShares Russell 2000 ETF — Int/Div

MFS Intern! Value Fund — Int/Div

Nuveen Interm Dur Muni — Int/Div — Sold

T Rowe Price Overs Stk Fnd — Int/Div — Sold

SPDR S&PSOO EFT Tr Unit — Int/Div

Sector SPDR TR Shs Ben int — Int/Div

Tmpton Frontr Mkts FAC — Int/Div — Sold

Tmplton Global Bond cl A — Int/Div

Wells Fargo Sht Tem Muni — Int/Div

Fid Diversfied Inter'] — Int/Div — Sold

Artisan Int’ Value Fund — Int/Div — Sold

William Blair Int'l Growth — Int/Div — Sold

John Hanck Disc. Value — Int/Div — Sold

Oppenheimer Intl Bnd fd — Int/Div

TRowe Price RealEst fund — Int/Div

Oppenhmer Dev Mkts fd — Int/Div

Transamerca Int'l Equity — Int/Div — Sold

Acadian Emg Mkts Port — Int/Div — Sold

Harbor Int'l — Int/Div — Buy

T-Rowe Pc Int'l stock — Int/Div — Sold

RS Sm Cap Growth — Int/Div — Sold

Fidelity Growth Co — Int/Div — Sold

Invesco Convertble Sec FD ¢l — Int/Div — Sold

Columbia Contrarian Core Fund — Int/Div — Sold

Franklin Internatl Sm Cap Grwth Adv — Int/Div — Sold

Janus Enterprise Fund Class T Shares — Int/Div — Sold

Morgan Stanley Global Real Estate Port A — Int/Div — Sold

Morgan Sta Inst Inc. Intem’ Equity A — Int/Div — Sold

Wasatch Frontier Emerging Small Cos — Int/Div — Sold

Wells Fargo Special Mid Cap ADM — Int/Div

Blackrock High Yid Bd Port CL K — Int/Div — Sold

Fidelity Municipal Money Mkt — Int/Div

IShares Russell 1000 Growth ETF — Int/Div

IShares Core S&P Small Cap ETF — Int/Div — Sold

IShares S&P Smallcap 600 Value — Int/Div — Sold

IShares S&P Smallcap Growth ETF — Int/Div

IRA #1 (695)

Fidelity Small Cap — Int/Div

Fidelity ContruFund — Int/Div

Fidelity Equity Income — Int/Div

Fidelity Dividend Growth — Int/Div

Fidelity Export and intern’) — Int/Div

Fidelity int'l discovery — Int/Div

Nokia OYJ ADR — Int/Div

Fidelity Cash Reserves — Interest

Yum' Brank Inc — Int/Div

Mathews China Fund — Int/Div

Cisco Sysine — Int/Div

General Electric — Int/Div

Fidelity NASDAQ Composite INdex — Int/Div

Fidelity Large Cap Value Enhanced INdex — Int/Div

Fidelity Equity Divident Income Fund — Int/Div

VAnguard 500 Index FD Investor SHS — Int/Div

IRA £2 (687)

Fidelity Contrafund — Int/Div

Fidelity Equity Income — Int/Div

Fidelity Equity Income Il — Int/Div

Spartan S00 Omdex FD ADvamtage Cass — Interest

IRA 43 (R-840)

Spartan 50) Index FD Advantage Class — Interest

Intel Corp — Int/Div

IRA 24 (R -832)

Fidelity Cash Reserves — Interest

IRA #5 (SEP 709)

Fidelity Stock Selector — Int/Div

Fidelity Asset Mgr — Int/Div

Fidelity ContraFund — Int/Div

Fidelity Low Price Stock — Int/Div

Fidelity Value Fund — Int/Div

Fidelity Cash Reserves — Interest

Fidelity SEP IRA Managed Account (053)

Strategic Advsrs Core Fond — Int/Div

Swrategic Advrs Grwth Fnd — Int/Div

Strategic Advsrs Value Fnd — Int/Div

Strategic Advsrs Emmg mkts — Int/Div

Strategic Advsrs us oppt fod — Int/Div

Swrategic Adv smll-mid cap — Int/Div

Strategic Advses Internl Ind — Int/Div

Strategic Adv shrt durtn fnd — Int/Div

Strategic Adv income oppty — Int/Div

Strategic Adv core mem fnd — Int/Div

Arden alterty stratgies cl — Int/Div — Sold

Blackstone alt multimgr 1 — Int/Div — Sold

Pimco total rtrm admin shs — Int/Div — Buy

Templeton globl bond ¢l A — Int/Div

Merger Fund — Int/Div — Sold

FIMM Market Portfolio Inst. Class — Int/Div — Sold

IRA #6

Blackrock Glbal — Int/Div

Nationwide Retirement Solutions - deferred compensation acct

Fidelity Contrafund — Int/Div

State Str. Eq S&P 50) — Int/Div

Fidelity 529 Education Account (773)

NH Portfolio 2015 — Int/Div

Fidelity 529 Education Account (765)

NH Portfolio 2012 — Int/Div

Lawson Financial-Muni Bonds -John ¢ Lincoln Hosp — Interest — Redeemed

Reimbursement — Judiciary — 02160 1602/182016 — Washington, D.C — AO Study Group Pro Se Staffing Formula — hotel, ransportation, meals

Reimbursement — Judiciury — O07 11640771516 — Big Sky, MT — Circurt Conference — trunsportation, hotel, meals

Reimbursement — Judicrary — 1026/16 100728/16 — Fishcamp, CA — MJ Executive Board Meeting — transportabon, hotel, meals SPO!

Spouse's income — 2015 — Burns, Nickerson, and Taylor, S<Corp. salary

See Line 81, Part VII: the cash reserves account was depleted to purchase the security.

See Lines 118-123, Part VII: Investments and Trust. The accounts are UTMA accounts, and several checks were written and money withdrawn over 2015 for the

student's college tition and eligible fees, and the account was depleted. 1 did not list all of the dates that the checks were negotiated or the withdrawals made.

This amended report is filed in response to the September 14, 2017 Letter of Inquiry.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.