Allen Joe Fish

2017Annual

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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.

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Allen Joe Fish | Frix