# Mary Geiger Lewis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14218

## Record

- **Judge:** Mary Geiger Lewis
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 28

## Text

Geiger Partnership, partnership interest with no control — Distribution
Quincunx, LLC. member of LLC (H) — Distribution
Rental office building & land, Columbia. SC
EEE partnership mteress — Distribution
BB&T Common Stock — Int/Div
Investment Rental Property, Columbia, SC — Rent
Investment Property, Georgetown, SC — None
Investment Property, Georgetown, SC — None
Investment Rental Property, Columbia, SC — Rent
Investment Rental Property, Columbia, SC — Rent
Investment Rental Property, Columbia, SC — Rent
Trust #1 (H)
Cocoa Cola Com — Int/Div
Fairpoint Communications Inc — None
INTL Business Machines Corp IBM — Int/Div
SPDR INDEX SHS FDS — Int/Div
VANGUARD GROWTH ETF — Int/Div
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Int/Div
FIRST EAGLE GLOBAL CLASS — Int/Div
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Int/Div — Sold (part)
GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Buy (add'l)
GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Buy (add'l)
JP MORGAN STRATEGIC INCOME OPP FUND — Int/Div — Sold (part)
JP MORGAN STRATEGIC INCOME OPP FUND — Buy (add'l)
JP MORGAN STRATEGIC INCOME OPP FUND — Buy (add'l)
LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Sold (part)
LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy (add'l)
MAINSTAY MARKETFIELD FUND CL 1 — None — Sold (part)
TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div
THORNBURG INVSMT INCOME BUILDER FUNDCL — Int/Div — Sold (part)
UAM FPA CRESCENT PORT — Int/Div — Sold (part)
KING CNTY WASH SCH DIST NO 411 ISSAQUAH RF — Interest — Redeemed
PHILADELPHIA PA SCH DIST LT A RF SCHGID — Interest
SEATILE WASH LT RF JULOS O05. 000%DECO! 14 — Interest — Redeemed
STEPUP RNG ACRU ISS BAC MAX CPN 8.35% DUE 11182023 CALL — Interest
TOCQUEVILLE GOLD FUND — None — Sold
PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Int/Div — Sold
ML BANK DEPOSIT PROGRAM — None
BEAUFORT ONTY SC — Interest — Redeemed
LEXINGTONONIY SCSCH — Interest — Redeemed
OIL CLIRN ISSUER BAC — None — Redeemed
ANGELOAK MLLT SIRT INCI — Int/Div — Buy
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST — Int/Div — Buy
WELLS FARGO ADV ABSOLUTE RETURN FD — Int/Div — Buy
GEB LEV STEPUP ISS BAC — None — Buy
Trust #2 (H)
ML BANK DEPOSIT PROGRAM — Interest
AQR DIVERSIFIED ARBITRAGE FUNDCL1 — None — Sold
AQR DIVERSIFIED ARBITRAGE FUNDCL1 — Sold (part)
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL 1 — Int/Div
DOUBLELINE TOTAL RETURN BOND FUNDCL — Int/Div
FAIRHOLME FUND — Int/Div
FIDELITY ADVISOR BIOTECHNOLOGY FD CL — Int/Div
SPDR INDEX SHS FDS — Int/Div — Sold
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Int/Div
JANUS SHORT TERM BOND FUND CL HY)
JP MORGAN STRATEGIC INCOME OPP FUND(Y)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div — Buy (add'l)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy (add'l)
LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY (Y)
MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)
MAINSTAY MARKETFIELD FUND CL 1 — None — Sold (part)
THE OAKMARK INTL FUND — None — Sold
THE OAKMARK INTL FUND — Buy (add'l)
OPPENHEIMER GOLD & SPECIAL MINERAILSFDCLY — None — Sold
TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div — Sold (part)
DWS MANAGED MUNICIPAL BOND FUNDCLS — Int/Div — Sold (part)
FIRST EAGLE GLOBAL CLASS) — Int/Div — Sold (part)
THORNBURG INVSMT INCOME BUILDER FUNDCL — Int/Div — Sold (part)
TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Int/Div — Sold
TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)
VANGUARD GROWTH ETF — Int/Div — Sold (part)
WELLS FARGO ABSOLUTE RETURN FD — Int/Div
VANGUARD MSCI EMERGING — Int/Div — Sold
VANGUARD MSCI EMERGING — Buy (add'l)
ALPS ALERIAN MLP ETF — None — Buy
DB X-TRACKERS MSC EAFE HEDGED EQUITY FUND — Int/Div — Buy
FIDELITY ADV LMTD TERM MUNI INCOMECL 1 — Int/Div — Buy
UAM FPA CRESCENT PORT — Int/Div — Buy
SSGA ACTIVE GLOBAL ALLOCATION ETF — None — Buy
GOTHAM ABS RTN FD INSTL(X) — Int/Div
POPLAR FORREST PARTNERS FUND 7% — Int/Div — Buy
IVY ASSET STRATEGY FUND CLI — None — Sold
IVY ASSET STRATEGY FUND CLI — Buy
1 SHARES RUSSELL TOP 200 VALUE xX) — None
SPDR KBW REGIONAL BANKING ETF xX) — Int/Div — Sold
NEUBERGER BERMAN EMERG MKTS EQUITY FD INST — Int/Div — Buy
PIMCO INCOME FUNDCL P — Int/Div — Buy
I SHARES MSC! EAFE SMALL CAP — Int/Div — Buy
TOCQUEVILLE GOLD FUND — None — Buy
DEUTSCHE GLOBAL INFRASTRUCTURE FUNDCL S — Int/Div — Buy
VANGUARD VALUE ETF — Int/Div — Buy (add'l)
VANGUARD VALUE ETF — Buy
WASATCH FRONTIER EMERG SML OCNTRY FD INV CL — Int/Div — Buy
SECTOR SPDR INDUSTRIAL — Int/Div — Buy
Individual Retirement Account (H)
AQR DIVERSIFIED ARBITRAGE FUNDCL 1 — None — Sold
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL IY)
DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)
DOUBLELINE TOTAL RETURN BOND FUND CL 1(Y)
FAIRHOLME FUND (Y)
SPDR INDEX SHS FDS — Int/Div — Sold
UAM FPA CRESCENT PORT — Int/Div
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
POPLAR FOREST PARTNERS FUND CL — Int/Div
IVY ASSET STRATEGY FUND CL ILY)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div
MATTHEWS ASIA DIVIDEND FUND INV CLASS (Y)
MAINSTAY MARKETFIELD FUND CL 1 — Int/Div
THE OAKMARK INTL FUND (Y)
TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div
FIRST EAGLE GLOBAL CLASS — Int/Div
TOCQUEVILLE GOLD FUND (Y)
THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div
VANGUARD VALUE ETF — Int/Div
VANGUARD GROWTH ETF — Int/Div
WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Int/Div
WELLS FARGO ABSOLUTE RETURN FD — Int/Div
VANGUARD MSCI EMERGING — None — Sold
AMERICA MOVIL SAB DE CV (Y)
ALPS ALERIAN MLP ETF — None — Buy
FIDELITY ADV BIOTECH (X) — Int/Div
NB EMERG MKTS EQTY FD 1(X) — Int/Div
OAKMARK INTL SML CAPFD — None — Buy
DELTSCHE GLB INFRSTRCT — Int/Div — Buy
Individual Retirement Account (H)
ACE LIMITED — Int/Div
AQR DIVERSIFIED ARBITRAGE FUNDCL ) — None — Sold
AUTOMATIC DATA PROX — Int/Div
AQR MANAGED FUTURES STRATEGY FUNDCL 1 — None — Sold
AMERICAN WTR WKS CO INC NEW — Int/Div
AMER EXPRESS COMPANY — Int/Div
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCLI — Int/Div
CITIGROUP INC COM NEW — Int/Div
CARDINAL HEALTH INC OHIO — Int/Div
CATERPILLAR INC DEL — Int/Div
COMCAST CORP NEW CL A — Int/Div
CUMMINS INCOCOM — Int/Div
COSTCO WHOLESALE CRP DEL — Int/Div
COVIDIEN PLC SHS NEW — Int/Div — Sold
CVS CAREMARK CORP — Int/Div
DOMINION RES INC NEW VA — Int/Div
DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)
DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div — Buy (add'l)
DIAGEO PLC SPSD ADR NEW — Int/Div — Sold
DRIEHAUS EMERGING MKTS SM CAP GROWTH FD CL NONE — None — Buy (add'l)
FAIRHOLME FUND — Int/Div
FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Int/Div — Buy (add'l)
FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Sold (part)
FEDEXCORP DELAWARE COM — Int/Div
SPDR INDEX SHS FDS — Int/Div — Sold
UAM FPA CRESCENT PORT — Int/Div
GOTHAM ABSOLUTE RETURN FUND INSTL CLASS — Int/Div — Buy (add'l)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Sold (part)
GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Int/Div
HOME DEPOT INC — Int/Div
HESS CORP — Int/Div
HONEYWELL INTL INC DEL — Int/Div
HEWLETT PACKARD CO DEL — Int/Div
FIA CARD SVS NA RASP — None — Sold (part)
FIA CARD SVS NA RASP — Buy (add'l)
FIA CARD SVS NA RASP — Sold (part)
FIA CARD SVS NA RASP — Sold (part)
FIA CARD SVS NA RASP — Sold (part)
POPLAR FOREST PARTNERS FUND CLI — Int/Div — Sold (part)
IVY ASSET STRATEGY FUNDCL 1 — Int/Div
JANUS SHORT TERM BOND FUND CL 1 — Int/Div — Sold (part)
JP MORGAN STRATEGIC INCOME OPP FUND — Int/Div — Sold (part)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div — Buy (add'l)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy (add'l)
SPDR KBW REGIONAL BANKIN ETF — Int/Div — Sold
LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Sold (part)
MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)
MCDONALDS CORP COM — Int/Div — Sold
MAINSTAY MARKETFIELD FUND CL 1 — None — Buy (add'l)
MONSANTO CO NEW DEL COM — Int/Div
NEUBERGER BERMAN EMERG MARKETS EQUITY FUND INST — Int/Div
NIKEINCCLB — Int/Div
THE OAKMARK INTL FUND — None — Sold
ORACLE CORP S00! DEL — Int/Div
PIMCO INCOME FUNDCLP — Int/Div
T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div
FIRST EAGLE GLOBAL CLASS — Int/Div
SCHLUMBERGER LTD — Int/Div
TOCQUEVILLE GOLD FUND — None — Sold (part)
THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div
THERMO FISHER SCIENTIFIC INC — Int/Div
PRICE T ROWE GROUP INC — Int/Div — Sold
TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Int/Div — Sold
TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)
UNITED TECHS CORP COM — Int/Div
VISA INC CL A SHRS — Int/Div
VALERO ENERGY CORP NEW — Int/Div
VANGUARD VALUE ETF — Int/Div
VANGUARD GROWTH ETF — Int/Div
VERIZON COMMUNICATNS COM — Int/Div — Buy (add'l)
WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Int/Div — Sold (part)
WELLS FARGO ABSOLUTE RETURN FD — Int/Div
WELLS FARGO & CONEW DEL — Int/Div
AMERICA MOVIL SAB DE CV — None — Sold
VANGUARD MSCI1 EMERGING — Int/Div — Sold
ALPS ALERIAN MLP ETF — None — Buy
AMERICAN TOWER REIT INC — None — Buy
BLKRK STRINC OP PTF INST — Int/Div — Buy (add'l)
BLKRK STRINC OP PTF INST — Buy
DISNEY (WALT CO — None — Buy
HIGHLAND GLBL ALLCTNFD Y — Int/Div — Buy
HENDERSON EUROPEAN FOCUS FUND — Int/Div — Buy
FIRST TRUST HY ETF — Int/Div — Buy
JANUS CONTRARIAN FUND — Int/Div — Buy
MONDELEZ INTL INC — Int/Div — Buy
THE OAKMARK INTLSML CAP FD — Int/Div — Buy (add'l)
THE OAKMARK INTLSML CAP FD — Buy
MARKET VECTORS OIL SERVICE ETF — Int/Div — Buy
ST JUDE MEDICAL INC — Int/Div — Buy
THIRD AVENUE FOCUSED CREDIT FD — Int/Div — Buy
DEUTSCHE GLOBAL INFRASTRUCTURE FD — Int/Div — Buy
SECTOR SPDR INDUSTRIAL ETF — Int/Div — Sold (part)
SECTOR SPDR INDUSTRIAL ETF — Buy
AMEX TECHNOLOGY SELECT SPDR — Int/Div — Buy
VENTAS INC (Y)
GLAXOSMITHKLINE PLC ADR (Y)
TRUST #1 (H)
ML BANK DEPOSIT PROGRAM — Interest
ACE LIMITED — Int/Div — Buy (add'l)
AUTOMATIC DATA PROX — Int/Div — Buy (add'l)
AUTOMATIC DATA PROX — Buy (add'l)
AMERICAN WTR WKS CO INC NEW — Int/Div — Buy (add'l)
AMER EXPRESS COMPANY — Int/Div — Buy (add'l)
CITIGROUP INC COM NEW — Int/Div — Buy (add'l)
CITIGROUP INC COM NEW — Buy (add'l)
CARDINAL HEALTH INC OHIO — Int/Div — Buy (add'l)
CARDINAL HEALTH INC OHIO — Sold (part)
CATERPILLAR INC DEL — Int/Div — Buy (add'l)
COMCAST CORPNEWCL A — Int/Div — Buy (add'l)
COSTCO WHOLESALE CRP DEL — Int/Div — Buy (add'l)
COVIDIEN PLC SHS NEW — Int/Div — Sold
CVS CAREMARK CORP — Int/Div
DOMINION RES INC NEW VA — Int/Div — Buy (add'l)
DIAGEO PLC SPSD ADR NEW — Int/Div — Sold
FEDEX CORP DELAWARE COM — Int/Div
HOME DEPOT INC — Int/Div
HESS CORP — Int/Div — Buy (add'l)
HESS CORP — Buy (add'l)
HONEYWELL INTL INC DEL — Int/Div — Buy (add'l)
MCDONALDS CORPCOM — Int/Div — Sold
MONSANTO CO NEW DEL COM — Int/Div — Buy (add'l)
NIKEINCCLB — Int/Div — Buy (add'l)
ORACLE CORP SOO! DEL — Int/Div — Buy (add'l)
SCHLUMBERGER LTD — Int/Div — Buy (add'l)
THERMO FISHER SCIENTIFIC INC — Int/Div — Buy (add'l)
THERMO FISHER SCIENTIFIC INC — Sold (part)
PRICE T ROWE GROUP INC — Int/Div — Sold
UNITED TECHS CORP COM — Int/Div — Buy (add'l)
UNITED TECHS CORP COM — Sold (part)
VISA INC CL A SHRS — Int/Div
VALERO ENERGY CORP NEW — Int/Div — Buy (add'l)
VALERO ENERGY CORP NEW — Sold (part)
WELLS FARGO & CONEW DEL — Int/Div
AMERICA MOVIL SAB DE CV — None — Sold
AMERICA MOVIL SAB DE CV — Buy (add'l)
ACCENTURE PLC SHS — None — Sold
INTL BUSINESS MACHINES — None — Sold
INTL BUSINESS MACHINES — Sold (part)
AMERICAN TOWER REIT INC — None — Buy (add'l)
AMERICAN TOWER REIT INC — Buy
CUMMINS INC — Int/Div — Buy (add'l)
CUMMINS INC — Buy
DISNEY (WALT CO — None — Buy (add'l)
DISNEY (WALT CO — Buy
HEWLETT PACKARD CO — Int/Div — Buy (add'l)
HEWLETT PACKARD CO — Buy
MONDELEZ INTERNATIONAL INC — Int/Div — Buy (add'l)
MONDELEZ INTERNATIONAL INC — Buy
ST JUDE MEDICAL INC — Int/Div — Buy (add'l)
ST JUDE MEDICAL INC — Buy
VERIZON COMMUNICATIONS COM — Int/Div — Buy (add'l)
VERIZON COMMUNICATIONS COM — Buy
GLAXOSMITHKLINE PLC ADR (Y)
BROKERAGE ACCOUNTS (H)
ML BANK DEPOSIT PROGRAM — Interest
ML BANK DEPOSIT PROGRAM — Interest
DAVIS NY VENTURE FD CL A — Int/Div
FIRST EAGLE GLOBAL CLASS C — Int/Div
GOLDMAN SACHS RISING DIVIDEND GROWTHFDCLC — Int/Div
THORNBURG INCOME BUILDER FUND CLASS C — Int/Div
ML BANK DEPOSIT PROGRAM — Interest
BLACKROCK GLOBAL ALLOCATION FDINCCO — Int/Div
ML BANK DEPOSIT PROGRAM (X) — Interest
CD CAPITAL ONE BANK (X) — None
CD GOLDMAN SACHS BK (X) — None
ANGEL OAK MULTI STRATEGY INC FD — Int/Div — Sold (part)
ANGEL OAK MULTI STRATEGY INC FD — Sold (part)
ANGEL OAK MULTI STRATEGY INC FD — Buy
BANK OF AMERICA CORP BOND (X) — Interest — Sold
BLKRK GLBL LNG/SHRT CREDIT FD — Int/Div — Buy (add'l)
BLKRK GLBL LNG/SHRT CREDIT FD — Buy (add'l)
RIL) — Buy
FIDELITY ADVISOR BIOTECH FD — Int/Div — Buy (add'l)
FIDELITY ADVISOR BIOTECH FD — Buy (add'l)
FIDELITY ADVISOR BIOTECH FD — Buy
UAM FPA CRESCENT — Int/Div — Buy (add'l)
RITS — Sold (part)
RII) — Buy (add'l)
RII) — Buy
GOTHAM ABSOLUTE RETURN FD — Int/Div — Buy (add'l)
GOTHAM ABSOLUTE RETURN FD — Buy (add'l)
GOTHAM ABSOLUTE RETURN FD — Buy
GENERAL ELEC CAP CORP BOND (X) — Interest
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Buy (add'l)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Buy (add'l)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Buy (add'l)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Buy
AMERICAN RLTY CAP HEALTHCARE TRINC (X) — Int/Div — Sold
AMERICAN RLTY CAP HEALTHCARE TRINC (X) — Sold (part)
HENDERSON EUROPEAN FOCUS FD — Int/Div — Buy (add'l)
HENDERSON EUROPEAN FOCUS FD — Buy (add'l)
HENDERSON EUROPEAN FOCUS FD — Buy
HARDING LOEVNER EMERG MKT PT FD — Int/Div — Buy (add'l)
HARDING LOEVNER EMERG MKT PT FD — Buy (add'l)
HARDING LOEVNER EMERG MKT PT FD — Buy
POPLAR FOREST PARTNERS FD — Int/Div — Buy (add'l)
POPLAR FOREST PARTNERS FD — Buy (add'l)
POPLAR FOREST PARTNERS FD — Buy (add'l)
POPLAR FOREST PARTNERS FD — Buy
LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Int/Div — Buy (add'l)
LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Buy (add'l)
LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Buy
MATTHEWS ASIA DIVIDEND FUND — Int/Div — Buy (add'l)
MATTHEWS ASIA DIVIDEND FUND — Buy (add'l)
MATTHEWS ASIA DIVIDEND FUND — Buy
MAINSTAY MARKET FIELD FD — None — Buy (add'l)
MAINSTAY MARKET FIELD FD — Buy (add'l)
MAINSTAY MARKET FIELD FD — Buy
MARKET VECTORS OIL SVCS ETF — Int/Div — Buy
PIEDMONT OFFICE REALITY TR (X) — Int/Div — Sold
PIEDMONT OFFICE REALITY TR (X) — Sold (part)
PIMCO INCOME FD — Int/Div — Buy (add'l)
PIMCO INCOME FD — Buy (add'l)
PIMCO INCOME FD — Sold (part)
PIMCO INCOME FD — Buy
FIRST EAGLE GLOBAL — Int/Div — Buy (add'l)
FIRST EAGLE GLOBAL — Sold (part)
FIRST EAGLE GLOBAL — Buy (add'l)
FIRST EAGLE GLOBAL — Buy
SPIRIT RLTY CAPITAL INC (X) — None — Sold
SPIRIT RLTY CAPITAL INC (X) — Sold (part)
THORNBURG INVSTMT INCOME BUILDER FD — Int/Div — Buy (add'l)
THORNBURG INVSTMT INCOME BUILDER FD — Sold (part)
THORNBURG INVSTMT INCOME BUILDER FD — Buy (add'l)
THORNBURG INVSTMT INCOME BUILDER FD — Buy
TEMPELTON GLOBAL TOTAL RETURN FD — Int/Div — Buy (add'l)
TEMPELTON GLOBAL TOTAL RETURN FD — Buy (add'l)
TEMPELTON GLOBAL TOTAL RETURN FD — Buy
VANGUARD VALUE ETF — Int/Div — Buy (add'l)
VANGUARD VALUE ETF — Buy (add'l)
VANGUARD VALUE ETF — Sold (part)
VANGUARD VALUE ETF — Buy (add'l)
VANGUARD VALUE ETF — Buy (add'l)
VANGUARD VALUE ETF — Buy
VANGUARD GROWTH ETF — Int/Div — Buy (add'l)
VANGUARD GROWTH ETF — Buy (add'l)
VANGUARD GROWTH ETF — Sold (part)
VANGUARD GROWTH ETF — Buy (add'l)
VANGUARD GROWTH ETF — Buy (add'l)
kyl] — Buy
WALMART CORP BOND (X) — Interest
AMEX TECHNOLOGY SELECT SPDR — Int/Div — Buy (add'l)
AMEX TECHNOLOGY SELECT SPDR — Buy (add'l)
AMEX TECHNOLOGY SELECT SPDR — Buy
Investors Title common stock — Int/Div
FutureScholar529ColgeSvesPinColumbiaCo AgeTrack (H) — 8rbution
Wells Fargo Bank Deposit Sweep (H) — None
Member, L&B Holdings, LLC
Agreement — 2013 — Agreement with L&B Holding, LLC. See VIII on the 2012 Financial Disclosure Report for terms
Agreement — 2013 — Participant in the Lewis, Babcock & Griffin, LLP 401(K) Plan
Liability — Bank of America (Merrill lynch (Wealth Management) — Line of Credit
Liability — American Express — Credit Card
Spouse's income — 2014 — IN - 'ncome denved from practice of law
Spouse's income — 2014 — I - ncome derived from practice of law

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14218. Public record. Not legal advice.