Allen Joe Fish
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
16
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- SMU Dedman School of Law - teaching
As filed
Texas Federal Credit Union Accounts, Dallas, TX — Int/Div
IRA#)
Vanguard Total Stock Mkt Index Fund (VTSMX) — Int/Div
Vanguard Inflation Protected Securities Fund (VIPSX) — Int/Div
IRA #2
Vanguard Total Stock Mkt VIPERS (VTI) — Int/Div — Sold (part)
Vanguard Total Bond Mkt VIPERS (BND) — Int/Div — Buy (add'l)
IRA #3
Berkshire Hathaway Class B (BRK/B) — None
Exxon Mobil Common Stock (XOM) — Int/Div
Vova Financial, Inc. deferred annuity — Interest
Athene Life & Annuity Company deferred annuity — Interest
Charles Schwab Bank Accounts — Interest
Oxtord Life Insurance Company deferred annuity — Interest
IRA 24
Schwab Money Market Fund — Int/Div
Agreement — 12:7 — SMU Dedman School of Law - teaching for spring and fall terms
Income — 27 — SMU Dedman School of Law - teaching — SSO.000.00
1. The items reported m paragraph VII (1), (13), and (16) are credit union, bank, and money market accounts. Detailed transactional data are not being provided
in accordance with the instructions,
2. The proceeds of the sule reported in paragraph VII (6) were used to purchase the shares reported in paragraph VIT(7).
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.