# Helen E. Burris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9569

## Record

- **Judge:** Helen E. Burris
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

South State Bank - Accounts — Interest
Tr. #1 South State Bank — Interest
Tr. #2 Russell Frank Inv. Co. Lifepoints Fund Conserv, — Int/Div — Distnbuted
Vova Financial, Inc. Annuity (ING USA) — Int/Div
NW Mutual Whole Life Cash Value #1 — Int/Div
401K Fidelity Freedom 2030 Fund — Int/Div
NetReit Real Estate Investment Trust — Int/Div
H» IRA American Funds
American Funds-Income Fund of America A — Int/Div
American Funds-American Balanced Fund A — Int/Div
H)-Future Scholar529 College Savings Plan-FS Mod Consery {no control) — Int/Div — Sold (part)
cont'd — Buy (add'l)
cont'd — Sold (part)
cont'd — Sold (part)
Monogram Residential Trust (formerly Behringer Harvard Multifamily) — Int/Div — Sold — VII
Rental Property #1 Greenville SC — Reat
Trust #3 Invesco Bal Risk Alloc € — Int/Div — Distributed
H) Future Scholar 529 College Savings Plan (2nd) -FS Mod Conserv (2) — Int/Div — Buy (add'l)
cont'd — Sold (part)
cont'd — Sold (part)
H) TD Amentrade Institutional
Deutsche X-Trackers MSC Europe Hedged Equity ETF — Int/Div
First TR Exchan Traded FD VII FST TR GLB FD — hy — Buy (add'l)
cont'd — Sold
shares Core S&P Mid-Cap ETF — Int — Sold (part)
Ishares Core S&P Small-Cap ETF — Int/Div — Sold (part)
contd — Sold (part)
cont'd — Sold (part)
Ishares Floating Rate Bond ETF — Int/Div
Powershares Global Listed — Int/Div — Sold
Powershares Var Rate PFD POR ETF — Int/Div
Vanguard FTSE Developed Markets ETF — Int/Div
Vanguard Emerging Markets ETF — Int./hv — Sold (part)
contd — Sold
Vanguard Index Funds S&P 500 ETF — Int/Div — Buy (add'l)
SPDR Series Trust Short Term High Yield Bond ETF — Int/Div
ALPS ETF Trust Alerian MLP — Int/Div — Buy
cont'd — Buy (add'l)
Powershares Senior Locan Portfolio — Int/Div — Buy
Ishares 1-3 vear credit BND ETF — hy — Buy
Ishares JPM USD Emerg Mkt BND ETF — Int/Div — Buy
cont'd — Sold
Fidelity Covington Trust MSCI Finance ETF — Int — Buy
Ishares Core US Aggregate Bond ETF — Int/Div — Buy
Proshares Inflation Expectations ETF — Int/Div — Buy
Community National Bank IRA (X) — Interest — from line 15)
Vanguard IRA (Inherited Nonspouse beneficiary) (X) — None — Distnbuted — VII
Buyout of partnership mvestment Turner Padget Graham&Laney (X) — None
Co-trustee Trust #1, #2 #3, See Part VII
Liability — American Express — credit card
Liability — US. Department of Education/Navient — student loan (dependent child's obligation)
Reimbursement — South Carolina Bar — 01/21/2016 to 01/232016 — Charleston, SC — CLE/Bar meeting — registration waived
Reimbursement — National Conference of Bankruptcy Judges — 03/14/2016 10 03/152016 — Fort Worth, TX — mid year board meeting — travel, lodging, food and expenses
Reimbursement — Nanonal Assoction of Bankruptcy Trustees — 4/07/2016 ro 04/09/2016 — Atlanta, GA — CLE/speaker — lodging, food, registration waved
Reimbursement — South Carolina Bankruptcy Law Association — (4/29/2016 to 05/01:2016 — Hilton Head, SC — CLE! speaker — lodging, food, registration waived
Reimbursement — South Caroling Associaton for Justice — 08/04/2016 to 08072016 — Hilton Head, SC — CLE — lodging, food, registration waived
Reimbursement — Nanonal Conference of Bankruptcy Judges — 10/26/2016 10 1003002016 — San Francisco, CA — Annual meeting, board meeting and CLE — travel, lodging, food
Spouse's income — 2016 — Employment with Tumer Padget Graham & Laney
Spouse's income — 2016 — The Law Office of Enc K. Englebarde, LLC (this entity owns 50% of Wilson & Englebardr, LLC Kattomeys)
VIL Lines 3 and 17 accounts closed, funds distributed and deposited in bank account line 2.

VIL Line I5- This investment, along with NetReit (line 7) are part of a tradtional IRA account managed by Community National Bank. The Monogram investment

was sold on 1027/2016 and statement reflects the proceeds held in "savings balance” in TRA until reinvested in 2017 by same brokerage firm. A line was added

to show the savings balance from 10/27/16 to the end of the yeur (line 46).

VIL Line 47- Inherited IRA transferred to filer upon death of account holder in 2016 and distnbuted simultaneously.

VIL Line 48- Buyout interest in law firm payable upon withdrawal from firm (2016), paid back in monthly installments over 36 months no interest.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9569. Public record. Not legal advice.