Leo Landsen King

2017Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

454
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Sherman, Carter, Bamhart, PSC, Salary

As filed

Paducah Bank and Trust, Checking Account — Interest

BROKERAGE ACCOUNT #1

Wells Fargo Money Market Account — Interest

AT&T Stock — Int/Div

Abbot Laboratories Stock — Int/Div

Abbvie Inc Stock — Int/Div

Archer Daniels Midland Stock — Int/Div

Bristol Myers Squibb Stock — Int/Div

Cegene Corp Stock — Int/Div

Chevron Corp Stock — Int/Div

Comcast Corp Stock — Int/Div

Coming Inc Stock — Int/Div

Disney Stock — Int/Div

Exxon Stock — Int/Div

GE Stock — Int/Div

General Mills Stock — Int/Div

Halliburton Co Stock — Int/Div

Hasbro Inc Stock — Int/Div

Intell Corp Stock — Int/Div

IBM Stock — Int/Div

McCormick & Co Inc Stock — Int/Div

Merk & Co. Stock — Int/Div

Microsoft Stock — Int/Div

Oracle Corp Stock — Int/Div

PNC Financial Services Stock — Int/Div

Nuveen Invt Fds Inc Real Estate Secs Fund CIA — Int/Div

PIMCO All Asset Authority Fund Class C — Int/Div — Sold

PIMCO FD PAC INVT MGMT, All Asst Fund Class C — Int/Div

Principal Invs Fd Real Estate Secs Fd C1 A — Int/Div

Principal Global Div Income Fd — Int/Div

Proctor & Gamble Stock — Int/Div

Southern Company Stock — Int/Div

Vodafone Group Stock — Int/Div

Venizon Stock — Int/Div

BROKERAGE ACCOUNT #1A

Prince Georges Cnty MD Pub Impt Ser Bond. I— — Interest — Redeemed

KY St Ppty & Bldgs Commn Revs Bond, [ — Interest

Kenton Cnty Ky Sch Dist Bond, [ — Interest

KY St Ppty & Bldgs Bond, mummmm — Interest

Harris Cnty Tx Mun Util Bond, [1 — Interest

Henry Cnty Ky Sch Dist Bond, pummmmm — Interest

Leitchfield KY RFDG SER Bond. [] — Interest

KY St Ppty & Bldgs Bond, pms — Interest

New Braunfels Tx CTF OBLG Bond, [ — Interest

Harris Cnty Tx Mun Uul Bond, [ — Interest

Westem Ky Univ Rvs Bond, pum — Interest

Fayette Cnty Ky Sch Dist Bond, [] — Interest

Hardin Cnty Ky Sch Dist Bond, [ — Interest

Bullitt Cnty Ky Sch Dist Bond, [ — Interest

Montgomery Cnty Tx Mun Bond [ — Interest

Washington DC Met Area Tran Auth Bond, [] — Interest

Ky St PPT & Bldgs Bod, pum — Interest

Boone Cnty Ky Sch Dist Bond. [] — Interest

Fayette Cnty Ky Sch Dist Fin Corp Bond. [ — Interest

Miami Dade Cnty FI W&S Bond [ — Interest

Harris Coty TX Mun Util Bond. [ — Interest

Brushy Creek Regl Util Auth Tx Bond, [ — Interest

Ky St Ppty & Bldgs Commn RVS Bond, [] — Interest — Buy

Ky St Ppty & Bldgs Commn Revs Bond. [ — Interest — Buy

Franklin Ky RFDG & Impt Pub Proj Bond, [ — Interest — Buy

Ky St Ppty & Bldgs Commn Revs Bond. [] — Interest — Buy

Boulder Valley Co Sch Dist Bond, [ — Interest — Buy

Boulder Valley Co Sch Dist Bond, [ — Redeemed

BROKERAGE ACCOUNT #2

Energy Select Secort SPDR Fund* — Int/Div — Buy

Energy Select Secort SPDR Fund* — Sold (part)

Energy Select Secort SPDR Fund* — Sold

Industrial Selext Sector SPDR fund*® — Int/Div — Buy

Industrial Selext Sector SPDR fund*® — Sold (part)

Ishares Core S&P Smallcap fund* — Int/Div — Buy

Ishares Core S&P Smallcap fund* — Sold (part)

Ishares Core S&P Smallcap fund* — Sold

Ishares Russell 2000 fund — Int/Div — Buy

Ishares Russell 2000 fund — Buy (add'l)

Ishares Core S&P Midpeap fund — Int/Div — Buy

Ishares Core S&P Midpeap fund — Buy (add'l)

Ishares Core S&P S00 S&P S00 Index fund — Int/Div — Buy

Ishares Core S&P S00 S&P S00 Index fund — Buy (add'l)

Ishares Core US Aggregate Bond Fund* — Int/Div — Buy

Ishares Core US Aggregate Bond Fund* — Buy (add'l)

Ishares S&P Midcap value fund* — Int/Div — Buy

Ishares S&P Midcap value fund* — Sold (part)

Ishares S&P midcap growth fund* — Int/Div — Buy

Ishares S&P midcap growth fund* — Sold (part)

Powershares Em Mark Sov fund* — Int/Div — Buy

Sector SPDR Technology Select fund*® — Int/Div — Buy

Sector SPDR Technology Select fund*® — Buy (add'l)

Sector SPDR Technology Select fund*® — Sold (part)

Sector SPDR Technology Select fund*® — Buy (add'l)

Select Sector SPDR Real Estate Fund* — Int/Div — Buy

Select Sector SPDR Real Estate Fund* — Sold

Select Sector SPDR Fmancial fund® — Int/Div — Buy

Select Sector SPDR Fmancial fund® — Sold (part)

Select Sector SPDR Fmancial fund® — Buy (add'l)

Seleext Sector SPDR Consumer Staples fund* — Int/Div — Buy

Seleext Sector SPDR Consumer Staples fund* — Sold (part)

Seleext Sector SPDR Consumer Staples fund* — Sold

Select Sector SPDR Materials fund* — Int/Div — Buy

Select Sector SPDR Materials fund* — Sold

Select Sector SPDR Health Care fund* — Int/Div — Buy

Select Sector SPDR Health Care fund* — Sold (part)

Select Sector SPDR Consumer Discretionary fund® — Int/Div — Buy

Select Sector SPDR Consumer Discretionary fund® — Sold (part)

SPDR Bloomberg Barclays High Yield Bond fund* — Int/Div — Buy

SPDR Dow Jones Global Real Estate — Int/Div — Buy

Vanguard FTSE Developed Mrks fund* — Int/Div — Buy

Vanguard FTSE Developed Mrks fund* — Buy (add'l)

Vanguard Intl Equity Index emergmg mrkis fund* — Int/Div — Buy

Vanguard Intl Equity Index emergmg mrkis fund* — Buy (add'l)

Vanguard REIT fund* — Int/Div — Buy

Vanguard REIT fund* — Buy (add'l)

Wells Fargo Money Market account X — Interest

IRA #1

Europacific Growth Fd, ¢l A — Int/Div

Growth Fund America, C1 A — Int/Div

New Economy Fund SBI C1 A — Int/Div

Smallcap World Fd A — Int/Div

Wash Mut! Invs Fd Inc. C1 A — Int/Div

IRA #2

Wells Fargo Money Market account X — Interest

Energy Select Sector SPDR fund — Int/Div — Sold (part)

Energy Select Sector SPDR fund — Sold

Industrial Select Sector SPDR fund — Int/Div — Sold (part)

Ishares Russell 2000 fund — Int/Div — Buy

Ishares Core S&P Midcap fund — Int/Div — Buy

Ishares Core S&P Midcap fund — Buy (add'l)

Ishares Core S&P S00 fund — Int/Div — Buy

Ishares Core S&P S00 fund — Buy (add'l)

Ishares Core S&P Smallcap fund — Int/Div — Sold (part)

Ishares Core S&P Smallcap fund — Sold

Ishares Core US Aggregate Bond fund — Int/Div — Buy (add'l)

Ishares S&P Midcap 400 value fund — Int/Div

Ishares S&P Midcap 400 growth fund — Int/Div

Powershares Em Mar Sov De PT fund — Int/Div

SectorSPDR Tr Technology Select sector fund — Int/Div — Sold (part)

Select Sector SPDR TR Real Estate Select Sector fund — Int/Div — Sold

Select Sector SPDR TR Financial fund — Int/Div — Sold (part)

Select Sector SPDR Consumer Staples — Int/Div — Sold

Select Sector SPDR Fd Materials fund — Int/Div — Sold

Select Sector SPDR FD Health care fund — Int/Div — Sold (part)

Big Lots Inc stock — Int/Div — Sold (part)

Select Sector SPDR Fd consumer discretionary fund — Int/Div — Sold (part)

SPDR Bloomberg Barclays high yield bond fund — Int/Div

SPDR Dow Jones Global Real Estate fund — Int/Div — Buy

Vanguard FTSE Develeoped Marktets fund — Int/Div

Vanguard Intl Equity Index fds fise emerging markets — Int/Div — Sold (part)

Vanguard Intl Equity Index fds fise emerging markets — Buy (add'l)

Vanguard REIT fund — Int/Div

TRLST #1

Wells Fargo Money Mrkt Account — Int/Div

Ishares Russell Top 200 Growth fund — Int/Div — Sold

Ishares Russell Midpcap Growth fund — Int/Div — Sold

Schwab US Mid Cap ET — Int/Div — Sold

American Cap World Bd — Int/Div — Sold

BlackrockFDS Mid Cap Growth Port — Int/Div — Sold

Federated Equity FDS Absolute Return Fund — Int/Div — Sold

Fidelity Advisor Emerging Mrkts — Int/Div — Sold

Fidelity Advisor Ser Short Fixed Income FD — Int/Div — Sold

Bond Fund of America, C1 A — Int/Div — Sold

American Funds Growth Fund of America (Ln 105 of 2014 disclosure) — Int/Div — Sold

American Funds New World FD — Int/Div — Sold

American Funds Washington Mutual FD — Int/Div — Sold

Janus Invt FD Flexible BD FD — Int/Div — Sold

Metropolitan West FDS Total Return BD FD — Int/Div — Sold

JP Morgan TR Intrepid Value FD — Int/Div — Sold

JP Morgan TR Il Core BD FD Select CL — Int/Div — Sold

American Europacific Growth Fd, C1 A (Ln 10d of 2014 disclosure) — Int/Div — Sold

Nuveen Invt FDS Real Estate SECs Fund — Int/Div — Sold

78. -Virtus Emerging Markets Opportunities FND — Int/Div — Sold

Pimco FDS Income Fund Class P — Int/Div — Sold

SmallCAP World FD Inc CL F2 — Int/Div — Sold

T Rowe Price Blue Chip Growth Fund — Int/Div — Sold

Industrial Select Sector fund — Int/Div — Buy

Industrial Select Sector fund — Sold (part)

Ishares Agency Bond fund — Int/Div — Buy

Ishares Russell 2000 fund — Int/Div — Buy

Ishares US Preferred Stock fund — Int/Div — Buy

Ishares core S&P Midcap fund — Int/Div — Buy

Ishares core S&P S00 fund — Int/Div — Buy

Ishares core S&P S00 fund — Buy (add'l)

Ishares Core US Aggregate Bond fund — Int/Div — Buy

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares JP Morgan USD Emerging Markets Bond fund — Int/Div — Buy

Ishares MBS Fund — Int/Div — Buy

Ishares Tip Bond fund — Int/Div — Buy

Poweshares Em Mar Sov fund — Int/Div — Buy

Sector SPDR Technology Select Sector fund — Int/Div — Buy

Sector SPDR Technology Select Sector fund — Sold (part)

Sector SPDR Technology Select Sector fund — Buy (add'l)

Select Sector SPDR TR Real Estate Select fund — Int/Div — Buy

Select Sector SPDR Fmancial fund — Int/Div — Buy

Select Sector SPDR Fmancial fund — Sold (part)

Select Sector SPDR Fmancial fund — Buy (add'l)

Select Sector SPDR Health Care fund — Int/Div — Buy

Select Sector SPDR Health Care fund — Sold (part)

Select Sector SPDR Health Care fund — Buy

Select Sector SPDR Consumer Discretionary fund — Int/Div — Buy

Select Sector SPDR Consumer Discretionary fund — Sold (part)

SPDR Bloomberg Barclays High Yield Bond fund — Int/Div — Buy

Spdr Dow Jones Global Real Estate fund — Int/Div — Buy

Vanguard FTSE Developed Markets fund — Int/Div — Buy

Vanguard FTSE Developed Markets fund — Buy (add'l)

Vanguard Intermediate Term Corp Bond fund — Int/Div — Buy

Vanguard Intermediate Term Corp Bond fund — Buy (add'l)

Vanguard INTL Equity Index Emerging Mrkts fund — Int/Div — Buy

Vanguard INTL Equity Index Emerging Mrkts fund — Buy (add'l)

Vanguard REIT fund — Int/Div — Buy

Vanguard REIT fund — Buy (add'l)

TRUST #2

Well Fargo Money Mrkt Account — Interest

Energ Select Sector SPDR — Int/Div — Sold (part)

Energ Select Sector SPDR — Sold

Industrial Select Sector SPDR — Int/Div — Sold (part)

Ishares Agency Bond fund — Int/Div

Ishares Russell 2000 — Int/Div — Buy

Ishares US Preferred Stock fund — Int/Div

Ishares 7-10 yr treasury bond fund — Int/Div — Sold

Ishares Core S&P Midcap fund — Int/Div — Sold (part)

Ishares Core S&P Midcap fund — Buy (add'l)

Ishares Core S&P small cap fund — Int/Div — Sold

Ishares core S&P S00 index fund — Int/Div — Buy

Ishares core S&P S00 index fund — Buy (add'l)

Ishares Core US Aggregate Bond fund — Int/Div — Buy (add'l)

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares JP Morgan USD Emerging Markets Bond fund — Int/Div

Ishares MBS MBB fund — Int/Div — Buy (add'l)

Ishares Tip Bond fund — Int/Div

Powershares Em Mar Sov De Pt fund — Int/Div

Sector SPDR Tr Technology Select sector fund — Int/Div — Sold (part)

Sector SPDR Tr Technology Select sector fund — Sold (part)

Sector SPDR Tr Technology Select sector fund — Buy (add'l)

Select Sector SPDR Tr Real Estate Select Sector SPDR Fd — Int/Div

Select Sector SPDR TR Financial fund — Int/Div — Sold (part)

Select Sector SPDR TR Financial fund — Buy (add'l)

Select Sector SPDR Consumer Staples fund — Int/Div — Sold (part)

Select Sector SPDR Consumer Staples fund — Sold (part)

Select Sector SPDR Consumer Staples fund — Sold

Select Sector SPDR Fd Materials — Int/Div — Sold

Select Sector SPDR fd health care — Int/Div — Sold (part)

Select Sector SPDR fd consumer discretionary — Int/Div — Sold (part)

SPDR Bloomberg Barclays high yield bond fund — Int/Div

SPDR Dow Jones Global Real Estate — Int/Div — Buy

Vanguard FTSE Developed Markegts ETF fund — Int/Div — Buy (add'l)

Vanguard Intermediate Term Corp bond fund — Int/Div — Buy (add'l)

Vanguard Intermediate Term Corp bond fund — Buy (add'l)

Vanguard Intl Equity Index fds fise emerging mkis — Int/Div — Buy (add'l)

Vanguard Intl Equity Index fds fise emerging mkis — Buy (add'l)

Vanguard REIT VNQ fund — Int/Div — Buy (add'l)

401(k) #1

American Funds Income Fad R23 — Int/Div

Royal Crown Bottling Corp (2011 Appraisal) — Distribution

RC Transportation Co. (2010 Appraisal) — istrnibution

Rental Agricultural Property, Henderson County. Ky ($57.036) — Reat

POP Investments, LLC (Aggregate Ownership Arrangement)

Trust Govt obligatiosn Tax Managed Fund — Interest — Buy

Carmel In REDEV Auth Lease Rev bond — Interest — Buy

Columbus-Franklin Cnty Oh Fin Rev bond — Interest — Buy

Missouri hith & Ed Fac Rev bond — Interest — Buy

New Hope Tx Cult Ed FACS Fin Rev bond — Interest — Buy

New Jersey St Econ Dev Auth Rev bond — Interest — Buy

South Washmgton Cnty Mn Ind bond — Interest — Buy

University Central Arkansas Rev bond — Interest — Buy

Apple Inc Bond — Interest — Buy

Bank of New York Mellon Corp bond — Interest — Buy

Chevron Corp bond — Interest — Buy

Ciscon Systems Inc bond — Interest — Buy

Disney Walt company new med deb bond — Interest — Buy

Exxon Mobil Corp bond — Interest — Buy

Intel Corp DEB bond — Interest — Buy

Merck & Co DEB bond — Interest — Buy

Oracle Corp DEB bond — Interest — Buy

Pepsico Inc DEB bond — Interest — Buy

Phillip Morns Intl Inc DEB bond — Interest — Buy

Qualcomm Inc DEB bond — Interest — Buy

Simon Property Group LB DEB bond — Interest — Buy

Target Corp DEB bond — Interest — Buy

TIX Company inc DEB bond — Interest — Buy

Visa Inc DEB bond — Interest — Buy

Wells Fargi & Co DEB bond — Interest — Buy

Gabelli Dividend & Income PFD preferred stock — Int/Div — Buy

Georgia Power Co PFD preferred stock — Int/Div — Buy

Public Storage PFD preferred stock — Int/Div — Buy

Dodge & Cox Income Fd — Int/Div — Sold (part)

Doubleline Total Return Bond fund — Int/Div — Sold (part)

Doubleline Total Return Bond fund — Sold (part)

Doubleline Total Return Bond fund — Sold

Franklin Templeton Global Bond Fund — Int/Div — Buy

Principal Preferred Securities Inst — Int/Div

Touchstone Flexible Income Fund — Int/Div — Sold (part)

Touchstone Flexible Income Fund — Sold (part)

RIT) — Sold

Janus Henderson Short Duration fund — Int/Div — Buy

Vanguard Small Cap Value ETF fund (line 31d of 2016 FD) — Int/Div

Fidelity Overseas fund — Int/Div — Buy

Fidelity Overseas fund — Buy (add'l)

Fidelity Select Biotechnology Portfolio fund — Int/Div — Buy

Fidelity Small Cap Discvoery fund — Int/Div — Buy

Fidelity Small Cap Discvoery fund — Buy (add'l)

Fidelity Small Cap Discvoery fund — Sold (part)

Oppenheimer Developing Markets fund — Int/Div — Buy

T Rowe Price Mid Cap Growth — Int/Div — Buy

T Rowe Price Mid Cap Growth — Buy (add'l)

Vanguard Explorer Fund — Int/Div — Buy

Allegion Pub LTD stock — Int/Div — Sold

AT&T Inc stock — Int/Div — Buy (add'l)

Alliant Corp Stock — Int/Div

Alphabet Inc stock — Int/Div — Buy

Amazon Stock — Int/Div

Anheuser Busch Inbey Stock — Int/Div — Sold

Apple Inc. Stock — Int/Div

TRLST #3

Big Lots Inc stock — Sold (part)

Biogen Inc stock — Int/Div — Sold (part)

Broadcom LTD stock — Int/Div — Buy

Celgene Corp Stock — Int/Div — Sold (part)

Chevron Corp Stock — Int/Div — Buy (add'l)

Chubb Corp Stock ® — Int/Div — Sold (part)

Citigroup Inc stock — Int/Div — Buy

Costco Whsl Corp stock — Int/Div — Buy

CSX Corp stock — Int/Div — Buy

ConocoPhillips Stock — Int/Div — Sold

Discovery Financial Services — Int/Div — Buy

Discovery Financial Services — Sold

Duke Energy Corp Stock — Int/Div — Sold

Disney Company stock — Int/Div — Buy

DowDupont Inc stock — Int/Div — Buy

Dvcom Indus stock — Int/Div — Buy

RETH — Sold

East West Bancorp Ine Stock — Int/Div

Eaton Corp stock — Int/Div — Buy

Enbridge Inc* — Int/Div — from line 385)

Exxon Mobil Corp Stock — Int/Div — Buy (add'l)

Evercare Partners Inc stock — Int/Div — Buy

Evercare Partners Inc stock — Sold

Seafarer Overseas Gr and Income fund — Int/Div — Sold (part)

Seafarer Overseas Gr and Income fund — Sold (part)

Seafarer Overseas Gr and Income fund — Sold

General Dynamics Corp stock — Int/Div — Sold (part)

General Electne Co Stock — Int/Div — Sold (part)

Gilead Sciences Inc Stock — Int/Div — Sold (part)

HD Supply Hidgs inc stock — Int/Div — Sold

Intel Corp Stock — Int/Div

IBM Stock — Int/Div — Sold (part)

IBM Stock — Sold

Ishares Core S&P Mid-Cap — Int/Div — Sold

JP Morgan Chase & Co. Stock — Int/Div

Johnson & Johnson Stock — Int/Div

Lam Research Corp stock — Int/Div — Buy

Lockheed Martin Corp stock — Int/Div — Buy

Mondelez International Ine stock — Int/Div — Buy

Mouster Beverage Corp Stock — Int/Div — Sold (part)

Nucor Corp stock — Int/Div — Buy

Occidental Pete Corp Stock — Int/Div — Sold

Oracle Corp Stock — Int/Div

Packaging Corp Amer Stock — Int/Div

Pepsico Inc stock — Int/Div — Buy

Pepsico Inc stock — Buy (add'l)

PNC Finl Sves Group Inc stock — Int/Div — Buy

Procter & Gamble Co — Int/Div

Rockwell Collins Inc stock — Int/Div — Buy

Salesforce.com stock — Int/Div — Buy

SBA Communications Corp Stock — Int/Div

Sherman Williams Co Stock — Int/Div — Buy (add'l)

Sherman Williams Co Stock — Sold (part)

Spectra Energy Corp* — Int/Div — Sold

Starbucks Corp stock — Int/Div — Buy

Trinity Inds Inc Stock — Int/Div — Sold

United Technologies Corp stock — Int/Div — Buy

Vodafone Group stock — Int/Div — Buy

Walgreens Boots Alliance Inc stock — Int/Div — Sold (part)

Walgreens Boots Alliance Inc stock — Sold

Allergan stock — Int/Div — Buy

Allergan stock — Sold

Fifth Third Banksafe Trust Money Market Acct — Interest — Sold

Fifth Third Banksafe Trust Money Marker Account — Interest

Dodge & Cox Income fd — Int/Div — Sold (part)

Doubleline Total Return Bond — Int/Div — Sold (part)

Doubleline Total Return Bond — Sold (part)

Principal Preferred Securities — Int/Div — Sold

Allegion Pub Ltd stock — Int/Div — Sold (part)

Allegion Pub Ltd stock — Sold

Accenture PLC Class A Stock — Int/Div — Sold (part)

Chubb Limited stock — Int/Div — Sold (part)

Anheuser Busch Invbev stock — Int/Div — Sold

AT&T Stock — Int/Div

Apple Inc Stock — Int/Div

Big Lots Inc stock — Int/Div — Sold (part)

Biogen IDEC stock — Int/Div

Bioverative Inc Stock — Int/Div — from line 409)

Bioverative Inc Stock — Sold

Celgene Corp Stock — Int/Div

Citigroup Inc Stock — Int/Div

Conoco Phillips Stock — Int/Div — Sold (part)

Danaher Corp stock — Int/Div — Sold (part)

Discover Finanacial Services stock — Int/Div — Sold (part)

Discover Finanacial Services stock — Sold

East West Banccorp stock — Int/Div — Sold (part)

East West Banccorp stock — Sold (part)

Ecolab Inc Stock — Int/Div — Sold (part)

General Dynamics Corp — Int/Div — Sold (part)

Gilead Sciences Inc Stock — Int/Div — Sold

HD Supply Hidgs inc stock — Int/Div — Sold (part)

HD Supply Hidgs inc stock — Sold (part)

HD Supply Hidgs inc stock — Sold

Home Depot Inc stock — Int/Div — Sold (part)

lIshares Core S&P Mid-cap fund — Int/Div — Buy (add'l)

lIshares Core S&P Mid-cap fund — Sold (part)

lIshares Core S&P Mid-cap fund — Sold

Ishares core S&P small-cap fund — Int/Div — Buy (add'l)

Ishares core S&P small-cap fund — Sold (part)

Ishares core S&P small-cap fund — Sold

Johnson & Johnson Stock — Int/Div

Mastercard Inc Stock — Int/Div

McKesson Corp Stock — Int/Div — Sold

Microsoft Corp Stock — Int/Div

Monster Beverage Corp Stock — Int/Div — Sold (part)

Nextera Energy Inc Stock — Int/Div

Occidental Pete Corp Stock — Int/Div — Sold (part)

Procter & Gamble Co stock — Int/Div — Sold

Roval Dutch Shell stock — Int/Div — Sold (part)

Roval Dutch Shell stock — Sold (part)

Sherman Williams Co. Stock — Int/Div

Starbucks corp stock — Int/Div — Buy

Starbucks corp stock — Sold (part)

Venzon Commumcanons Stock — Int/Div

Walgreens Boots Alliance Inc — Int/Div — Sold (part)

Walgreens Boots Alliance Inc — Sold

UBS E-Tracs Alerian ML: Infrastr Etn-Etf — Int/Div — Sold (part)

UBS E-Tracs Alerian ML: Infrastr Etn-Etf — Sold

Vanguard REIT fund — Int/Div — Sold

Bank of the Ozarks Inc stock — Int/Div — Buy

Bank of the Ozarks Inc stock — Sold

Schwab 1000 Index Fund — Int/Div

Spouse's income — 2017 — Sherman, Carter, Bamhart, PSC, Salary

INN Sh Chg A RR A Seal Jad

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Lines 65, 69, 71 81, 86, 88, 90, 91,96 98, 101, 105, 107, 109, 111, 113, 116, and 120 were all purchased on 12/29/2016, and | neglected to add them to my

2016 disclsosure. This was an identical reorganization of an account to the purchases for a different account listed at lines 149-166 of my 2016 disclosure. The

identical transactions caused me to get confused during the preaparation of my 2016 disclosure.

The security listed at Line 337 of this disclosure was double entered on my 2016 report. Line 337 corresponds with line 265 of my 2016 report.

The security at line 351 of this disclsoure was received as a result of a merger with the security at line 385. | was not sure how to list this, so | described line 349

as a result of a spin off and line 381 as sold.

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.