Andrew Lamar Carter jr

2017Annual

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What was filed

  • 31

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • TADS

As filed

Express Scripts HLDG co. — Int/Div — Sold

VANGUARD INDEX S00 (IRA) — Int/Div

VANGUARDSTAR FUNDIIRA) — Int/Div

VANGUARD INDEX 500 — Int/Div

FIDELITY TOTAL BOND INDEX FUND (IRA) — Int/Div

JP. MORGAN STABLE VALUE (401K) — Int/Div

LP. MORGAN CHASE COMMON STOCK FUND (IRA) — Int/Div

LP. MORGAN CHASE AGG PORTFOLIO (401K) — Int/Div

LP. MORGAN CHASE MOD. AGG (401K) — Int/Div

JP. MORGAN PENSION — Interest

CITADEL BROADCASTING GROUP (STOCK) — None — Closed

DISNEY WALT CO. (STOCK) — Int/Div — Sold

EXXON MOBIL CO. (STOCK) — Int/Div — Sold

MATTEL (STOCK) — Int/Div — Sold

MERCK AND CO. (STOCK) — Int/Div — Sold

TIME WARNER INC. (STOCK) — Int/Div — Sold

1.P. MORGAN CHASE SAVINGS ACCT — Interest

NY S29 MODERATE GROWTH — Int/Div

NY S2GROWTH — Int/Div

NY 529 BOND MKT. INDEX — Int/Div

NY 529 MOD AGE BASED — Int/Div

REAL ESTATE — Rent

1.P. MORGAN COMMON STOCK — Int/Div

J.P. MORGAN RESTRICTED STOCK — Int/Div

J.P. MORGAN STOCK OPTIONS — None

REAL ESTATE — Rent

WELLS FARGO MONEY MARKET — Interest

AMERICAN CENTURY MONEY MARKET — Interest

MEDCO (x) — None — with line 30)

MEDCO (x) — None — with line 30)

FIDELITY CONTRAFUND (IRA) — Int/Div

Liability — TADS — TUITION FOR CHILDRENS' SCHOOL

In Part VIL, lines 10-15, 28-30. All of these individual stocks were held in a brokerage account. On December 18, 2017, 1 liquidated the account. After liquidating

that accout, | discovered that | no longer owned stock in two of the companies. | mistakenly continued to report those items. Line 10-1 recently discovered

that Citadel Broadcasting, which had spun off from Disney, declared bankruptcy on May 29, 2014. This stock should not have been included in the reports for

2015 or 2016. Lines 28 and 29--MEDCO merged with Express Scripts on April 3, 2009. MEDCO, listed in two entries on lines 28 and 29, should not have been

included in any of the reports from 2010 through 2016.

In Part VIL, line 21, 1 listed “real estate.” The property was purchased in January 5, 2000 for $585.000. The property is located in Kings County in New York in

New York State,

In Past VIL, line 25, I listed "real estate.” The real estate was purchased on September 9, 2010 for $85,100. The property is located in Seminole County in the state

of Florida.

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.

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Andrew Lamar Carter jr | Frix