Tamara O. Mitchell
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
14
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Wells Fargo Bank (multiple accounts) — Interest
BB&T (account) — Interest
Schwab Inv Account (H)
Schwab Bank Deposit Sweep SCHBKCR — Interest
Vanguard Indes Fds Midcap Indx Adm VIMAX — Int/Div
Vanguard Index Fds SMCP Indes Adm VSMAX — Int/Div
Vanguard Ltd Term Tax Exempt Fd Admiral Shrs VMLUX — Int/Div
American Funds Europacific Growth Fd Cl FI AEGFX — Int/Div
Schwab S&P S00 Index SWPPX — Int/Div
Schwab IRA Account (H)
Schwab Bank Deposit Sweep SCHBKCR — Interest
Dodge & Cox Income Fund DODIX — Int/Div
Vanguard Bd Index Fd Int Trm Bd Admiral VBILX — Int/Div
Vanguard Bd Index Fd S-T Bd Adm VBIRX — Int/Div
Schwab Accounts are managed by Mitchell McLeod Pugh & Willams, Investment Advisors.
In part VII of my 2015 Report, | inadvertently failed to list one asset, it is the following fund: Vanguard Bd Index Fd S-T Bd Index Adm VBIRX,
This asset was bought 5/5/2108, it is properly listed in Part VIT of the 2016 report and in this amended report; and the values shown and income type on the
original 2016 and this amended 2016 report are accurate.
This explanation is in response to the leter from the Committee dated 5/2/2017 and will hopefully satisfy the requested information/change noted in that letter.
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.