Allen Joe Fish

2016Annual

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Pull out the substance of this filing.

What was filed

31
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

Vanguard Total Stock Mkt VIPERS (VTI) — Buy

Vanguard Total Stock Mkt VIPERS (VTI) — Buy (add'l)

iShares TIPS Bond Fund (TIP) — Int/Div — Sold

iShares EAFE Index Trust (EFA) — Int/Div — Sold

Vanguard REIT VIPERS (VNQ) — Int/Div — Sold

SPDR Select Sector-Energy (XLE) — Int/Div — Sold

American Century Int'l Bond Fund (BEGBX) — Int/Div — Sold

iShares Russell 1000 Value Trust (IWD) — Int/Div — Sold

iShares Russell 2000 Value Trust (IWN) — Int/Div — Sold

iShares EAFE Value Index Trust (EFV) — Int/Div — Sold

Vanguard Emerging Markets VIPERS (VWO) — Int/Div — Sold

Berkshire Hathaway Class B (BRK/B) — None — Sold

Vanguard Total Bond Mkt VIPERS (BND) — Int/Div — Buy

Vanguard Total Bond Mkt VIPERS (BND) — 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

Oxford Life Insurance Company deferred annuity — Interest

IRA #4

Schwab Money Market Fund — Int/Div

Agreement — 2016 — SMU Dedman School of Law - teaching for spring and fall terms

Income — 2016 — SMU Dedman School of Law - teaching — SSO.000.00

1. The items reported in paragraph VII (1), (28), and (31) 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 sales reported in paragraphs VII (6), (10), (11), (12), (13), (14), (15), (16), (17), (18), and (19) were used to purchase the shares reported in

paragraphs VII (7), (8), (9). (20), (21), and (22) and to pay & minimum distribution required by the Internal Revenue Code.

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.