Mark L. Carman

What was filed

234
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income

Named parties

Ronald McDonald Charities of Montana
FF Properties, LLC
SalemFive
Schwab Bank

As filed

Trust #2

Brokerage Account #1

Schwab Money Market — Interest

3M Company — Int/Div — Sold (part)

Abbott Laboratories — Int/Div

Abbvie Inc — Int/Div — Buy (add'l)

Abbvie Inc — Sold (part)

Agilent Technologies Inc — Int/Div — Buy (add'l)

Agilent Technologies Inc — Sold (part)

Agilent Technologies Inc — Buy (add'l)

Air Products & Chemicals Inc — Int/Div

American Express Company — Int/Div — Sold (part)

American Express Company — Sold (part)

Apple Inc — Int/Div

AT&T Inc — Int/Div — Sold (part)

Applied Materials Inc — Int/Div — Sold

Auto Data Processing — Int/Div — Buy (add'l)

Blackrock Inc — Int/Div — Buy (add'l)

Carmax — Int/Div — Buy

Carmax — Buy (add'l)

Carmax — Sold

Coca Cola Company — Int/Div

Danaher Corp — Int/Div — Buy (add'l)

Disney (DIS) — Int/Div — Buy

Ebay (EBAY) — Int/Div — Buy

EMC Corp — Int/Div

Equifax Inc — Int/Div

Express Scripts Holding Company — Int/Div

Exxon Mobil Corporation — Int/Div

General Dynamics Corp — Int/Div

Alphabet f/k/a Google Inc — Int/Div — Buy (add'l)

First Trust Dorsey Wright (FV) — Int/Div — Buy

Cnlead Sciences (GILD) — Int/Div — Buy

Guggenheim ETF — Int/Div — Sold (part)

Guggenheim ETF — Sold

Halyard Health — Int/Div — Sold

Home Depot Inc — Int/Div — Buy (add'l)

Intemational Business Machines — Int/Div

1Q Hedge Multi Strt ETF (QAI) — Int/Div — Buy (add'l)

JP Morgan Chase — Int/Div — Buy (add'l)

Keysight Technologies — Int/Div — Sold

Kimberly#Clark Corp — Int/Div

Microsoft Corp — Int/Div

NASDAQ OMX Group Inc (NDAQ) — Int/Div

Nike Inc Class B — Int/Div

Norfolk Southern Corp — Int/Div — Sold

Omnicom Group Inc — Int/Div — Buy (add'l)

PayPal (PYPL) — Int/Div — Buy

Powershares DWA (PIE) — Int/Div — Buy

Schlumberger LTD — Int/Div

Schwab US Treas Money FD — Int./hv

Schwab Strat TR (SCHE) — Int/Div — Buy

Sector SPDR Consumer FD Shares of Beneficial Int (XLY) — Int/Div — Buy (add'l)

Sherwin Williams Co — Int/Div

Snap?Om Inc — Int/Div

Stryker Corp — Int/Div — Buy (add'l)

United Parcel Service Inc — Int/Div — Sold (part)

United Parcel Service Inc — Sold

WaldMart Stores Inc — Int/Div — Buy (add'l)

WaldMart Stores Inc — Sold

Wells Fargo & Co — Int/Div

Wyndham Worldwide Corp — Int/Div — Buy (add'l)

iShares S&P MidCap 400 Growth Index (IJK) — Int/Div — Buy (add'l)

iShares MSCI ACWI ETF (ACW) — Int/Div — Sold (part)

SPDR S&P MidCap 400 (MDY) — Int/Div — Buy (add'l)

iShares MSC Canada Index (EWC) — Int/Div

iShares MSC EMU Index (EZU) — Int/Div — Sold

iShares MSCI Pacific ex#Japan Index (EPP) — Int/Div — Sold

iShares MSC United Kingdom Index (EWL) — Int/Div — Sold

iShares Core MSC UIEMG) — Int/Div — Buy

iShares Core MSC UIEMG) — Sold

iShares S&P Small Cap (JR) — Int/Div — Buy (add'l)

Vanguard FTSE All Wid Ex USSml Cap (VSS) — Int/Div — Buy (add'l)

Vanguard FTSE All Wid Ex USSml Cap (VSS) — Sold

Driehaus Emerging Markets Growth (DREGX) — Int/Div — Buy (add'l)

Vanguard Emerging Market (VWO) — Int/Div — Buy (add'l)

Vanguard Emerging Market (VWO) — Sold

Vanguard Interm#Term Tax Ex Adm (VWILX) — Int/Div — Buy (add'l)

Vanguard Interm#Term Tax Ex Adm (VWILX) — Buy (add'l)

Vanguard Ltd#Term Tax Ex Adm (VMLUX) — Int/Div — Buy (add'l)

Vanguard Ltd#Term Tax Ex Adm (VMLUX) — Buy (add'l)

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

Vanguard European (VGK) — Int/Div — Buy

Vanguard European (VGK) — Buy (add'l)

Vanguard FTSE Pacific (VPL) — Int/Div — Buy

Vanguard FTSE Pacific (VPL) — Buy (add'l)

New York Life SEP Premium Plus Elite Variable Annuity

MainStay VP Int'l Equity — Int/Div

MainStay VP Hi Yd BD — Int/Div

Fidelity Contrafund — Int/Div

Fidelity VIP Mid Cap SC2 — Int/Div

MainStay VP U.S. Small Cap — hy

MainStay Mid Cap Core — hy

MainStay VP MFS Utilities — Int/Div

Thrivent Municipal Cond Fund-A — Int/Div

Thrivent Diversified Income Plus Fund A — Int/Div

Templeton Global Advisors Limited — Int/Div

Templeton Investiment Counsel LLC — Int/Div

Pacific Life Insurance Whole Life Policy — Interest

Brokerage Acct #2

Northem Calif Pwr Bond — Interest

Berkshire Hathaway — None — Sold (part)

Berkshire Hathaway — Sold (part)

Schwab Cash — Interest

IRA #1

Microsoft — Int/Div

Schwab Money Market — Interest

IRA #2

Schwab Money Market US Treasury — Int/Div

iShares Barclays Aggregate Bond (AGG) — Int/Div — Buy (add'l)

iShares S&P 500 Citigroup Value Index (IVE) — Int/Div

iShares S&P 500 Growth Index (IVW) — Int/Div

iShares S&P MidCap 400 Growth Index UK) — Int/Div

SPDR S&P MidCap 400 (MDY) — Int/Div — Sold (part)

iShares S&P SmallCap 600 Citigroup Growth In (UT) — Int/Div — Sold (part)

Vanguard FTSE All Wid Ex USSml Cap (VSS) — Int/Div — Sold

iShares MSCI Pacific ex#Japan Index (EPP) — Int/Div — Sold

Vanguard European Stock (VGK) — Int/Div

Vanguard Emerging Market (VWO) — Int/Div

Vanguard Corp Bond ETF (VCSH) — Int/Div — Sold

Vanguard REIT Index ETF — Int/Div

1Q Hedge Multi-Stratgy Tracker — Int/Div

iShares S&P SmallCap Core S&P (UR) — Int/Div

Vanguard Pacific Stock (VPL) — Int/Div — Buy

Vanguard Pacific Stock (VPL) — Buy (add'l)

Schwab Money Market (Y)

iShares Barclays Intermediate Credit Bond wy)

iShares Barclays Total US Bond Market n'a

iShares S&P 500 Citigroup Value Index Yr

iShares S&P S00 Growth Index (Y)

iShares MidCap 400 Growth (Y)

SPDR S&P MidCap 400 (Y)

iShares S&P SmallCap 600 Citigroup Growth Ind (Y)

IShares MSC Pacific Japan Index (Y)

Vanguard FTSE All Wid Ex USSml Cap {Yy

Vanguard European Stock (Y)

Vanguard Emerging Market (Y)

Vanguard REIT Index ETF (Y)

Trust £3

Schwab Money Market — Interest

iShares Barclays 143 Year Credit Bond (CShH

iShares S&P 500 Citigroup Value Index (IVE) — Int/Div — Sold (part)

iShares S&P 500 Citigroup Value Index (IVE) — Sold (part)

iShares S&P S00 Growth Index (IVW) — Int/Div — Sold (part)

iShares S&P S00 Growth Index (IVW) — Sold (part)

iShares S&P S00 Growth Index (IVW) — Buy (add'l)

iShares S&P S00 Growth Index (IVW) — Sold (part)

iShares S&P MidCap 400 Growth Index IK) — Int/Div — Sold (part)

SPDR S&P MidCap 400 (MDY) — Int/Div — Sold (part)

iShares S&P SmallCap Growth Index (UT) — Int/Div — Sold (part)

iShares S&P SmallCap Growth Index (UT) — Sold (part)

iShares S&P SmallCap 400 Growth (JR) — Int/Div — Sold (part)

iShares S&P SmallCap 400 Growth (JR) — Sold (part)

Vanguard Corp Bond (VCSH) — Int/Div — Sold

Vanguard European Stock (VGK) — Int/Div — Buy (add'l)

Vanguard European Stock (VGK) — Sold (part)

Vanguard Emerging Market (VWO) — Int/Div — Buy (add'l)

Vanguard Emerging Market (VWO) — Sold (part)

Vanguard REIT Index ETF (VNQ) — Int/Div — Sold (part)

1QHedge Mult-Strategy Tracker (QAI) — Int/Div — Sold (part)

1QHedge Mult-Strategy Tracker (QAI) — Sold (part)

iShares Pac Ex ETF (EPP)+ — Int/Div — Buy (add'l)

iShares Pac Ex ETF (EPP)+ — Sold

Vanguard FTSE all Wid Ex US SmCap (VSS) — Int/Div — Buy (add'l)

Vanguard FTSE all Wid Ex US SmCap (VSS) — Sold

Vanguard Aggregate Bond (AGG) — Int/Div — Buy

Vanguard Aggregate Bond (AGG) — Sold (part)

Vanguard Pacific Stock (VPL) — Int/Div — Buy

Trust #4

Schwab Money Market (Y)

iShares Barclays 327 Yr Treasury Bond (Y)

iShares Barclays Intermediate Credit Bond y)

Vanguard Mortagebacked Securities Index FTF (Y)

iShares Dow Jones US Home Construction {yY)

Vanguard Telecommunications Sector 1 (Y)

First Trust Materials Alphadex (Y)

SPDR Consumer Staples Select Sector (Y)

SPDR Health Care Select Sector (Y)

SPDR Consumer Discretionary Select Sector (Y)

SPDR Energy Select Sector (Y)

Guggenheim ETF (Y)

SPDR Industrial Select Sector (Y)

iShares Goldman Sachs Technology Index na

iShares S&P MidCap 400 Growth Index Y)

SPDR S&P MidCap 400 (Y)

iShares S&P SmallCap 600 Citigroup Growth Index (Y)

iShares MSC Germany Index (Y)

Vanguard FTSE All Wid Ex USSml Cap iY)

iShares MSC Canada Index (Y)

iShares MSC EMU Index (Y)

iShares MSCI Pacific ex#Japan (Y)

iShares MSC United Kingdom Index (Y)

Powershares DWA Emer Mkis Momentum na

Vanguard Emerging Market (Y)

Vanguard REIT Index ETF (Y)

Wasatch Long/Short (Y)

AQR N Managed Futures (Y)

1Q Hedge Multi Strategy Tracker (QAL) (Y)

iShares Dow Jones US Aerospace & Def iY

AQR Diversified Arbitrage (Y)

IShares Semiconductor (Y)

IShares Regional Bank (Y)

President, Ronald McDonald Charities of Montana

Manager, FF Properties, LLC

Liability — SalemFive — Loan on airplane (N6TISR)

Liability — Schwab Bank — Pledged Asset Line of Credit

Part VII

Line 71: iShares Small Cap (LJR) was inadvertently omitted from 2014 report

Line 145: This position was double listed on 2014 report as Vanguard Europe Stock and as Vanguard FTSE Europe ETF by mistake. Now only listed as

Vanguard Europe Stock

Lines 181: This position was not in the Trust at beginning of 2015 and must have been sold previously.

Line 201: This asset was acquired prior to this reporting period and was inadvertently omitted from the 2014 report

Trust # 2 and #4 wre distributed to non-dependent trust beneficiaries during 2015

Amended Report and response to October 4th, 2016 letter:

Asset on line 164 of 2014 report is shown on line 136 of this report

Asset on line 166 of 2014 report is in Trust #1 which was distributed prior to 2015 and is not included in this report

Asset on line 232 of 2014 report is shown on line 213 of this report. Tamended this to show that additional shires were purchased in Jan. of 2015

Asset on line 233 of 2014 report is shown on line 211 of this report. 1 amended this to show that additional shares were purchased in Jan. of 2015