Austin E. Carter
2016Annual
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What was filed
26
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- M. Gary Carter, MD,, PA,
- Vine Ingle Little League
- Mulberry Street United Methodist Church
As filed
Cash Accounts: State Bank & Trust — Interest
Brokerage Account (IRA)
Pepsico common stock — Int/Div
First Trust Sabrient Bakers Dozen Port 2015 Series Term 02/19/2016 — Int/Div — Sold
First Trust Sabrient Bakers Dozen Port 2016 Series Term 02.24/17 — Int/Div — Buy
Guggenheim S&P 500 Equal Weight ETF — Int/Div
Weyerhauser Co. (formerly Plum Creek Timber Co.) — Int/Div
Raymond James Bank, N.A — Interest
Vanguard Equity Income Fund (IRA) — Int/Div
Dodge & Cox International Stock Fund (IRA) — Int/Div
Franklin Mutual Beacon Fund (IRA) — Int/Div
SunTrust Bank 401(k) Account
Vanguard Russell 2000 Value Index Fund — Int/Div
Vanguard Total Bond Market Index Fund — Int/Div
Vanguard Inflation Protected Securities Fund — Int/Div
Vanguard Target Retirement 2040 Fund — Int/Div
Northwestern Mutual Whole Life Policy (Y)
Mass Mutual Whole Life Policy — Int/Div
Mass Mutual Whole Life Policy — Int/Div
OmeAmerica (State Life) Whole Life Policy {173 ownership) — Int/Div
Mass Mutual Whole Life Policy (1/4 ownership) — Int/Div
Mass Mutual Whole Life Policy (1/3 ownership) — Int/Div
Vanguard 529 College Savings Plan (Nevada) Conservative Growth Portf — Int/Div
Vanguard 529 College Savings Plan (Nevada) Value Index Portfolio — Int/Div
Vanguard 529 College Savings Plan (Nevada) Aggressive Growth Portfolio — Int/Div
Taverna Buckhead. LP — None — Buy
Scerctary and Retirement Plan Trustee, M. Gary Carter, MD,, PA,
Member, Board of Directors, Vine Ingle Little League
Member, Board of Trustees, Mulberry Street United Methodist Church
Agreement — 2006 — SunTrust Bank Retirement Plan (spouse); former employer of spouse; employment ended mn 2006 no distributions until 2039
Spouse's income — 2016 — Mulberry Street United Methodist Church
Part VII, Lines 17: This insurance policy was closed/surrendered in 2014, as reported on my 2014 Financial Disclosure Report. This policy was inadvertently
included on my original 2015 report (which has since been amended).
Part VII, Line 20: On my original 2015 report (which has since been amended), 1 inadvertently did not include that the ownership interest is 1/3 of this life
surance policy.
Part VIL: For the Vanguard 529 Suvings Plans (Nevadu)-- These assets were purchased for the benefit of 10000 It is my understanding that | must report the
assets held. The only option for these plans was the growth option strategy selected by the purchaser,
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.