Cameron McGowan Currie

2016Annual

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

What was filed

  • 64

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Note VII

As filed

Remtal Condo - Columbia, SC (1/2 interest) — Rent — Note VII

Bank of America Account — Interest

IRA Account - Lines 4 - 14 are all American Funds

Amcap FdCL A — None

American Balanced FD CL A — Int/Div

Capital Inc Bldg FD CL A — Int/Div

Capital World Growth and Inc FD CL A — Int/Div

Fundamental Investors FD CL A — Int/Div

Growth Fund of America CL A — Int/Div

Income FD of America CL A — Int/Div

Washington Mutual Investors FD CL A — Int/Div

Europacific Growth FD CL A — Int/Div

New Perspective Fund CL A — Int/Div

Oppenheimer Steelpath Alpha Fund CL ( — Int/Div

Stephens Inc Money Market Acct — Interest — Note VII

Trust 4 - Lines 17 - 62 are all assets of this Trust — Note VII

Roval Bank of Canada — Int/Div

Amcap Fund CL A - American Fund — None

American Balanced FD CL A - American Fund — Int/Div

Capital Income Bldrs FD CL A - American Fund — Int/Div

Capital World Growth and Income FD CL A - American Fund — Int/Div

Fundamental Investors FD - American Fund — Int/Div

Growth Fund of America CL A American Fund — Int/Div

Income Fund of America CL A - American Fund — Int/Div — Buy (add'l)

Lot # 1, Haywood Co., NC — None — Note VII

Lot #2, Haywood Co., NC — None — Note VII

Ewropacific Growth Fund CL A American Fumd — Int/Div

Orangeburg Cuty SC Cons School Dist Five Municipal Bonds — Interest

South Carolina Trans Infrastructure (. PED — Interest — Matured

Greenwood Fifty Sch Fac Inc SC Inst] Pur Rev Corp/Muni Bond — Interest

American Mutual Fund CL A - American Fund — Int/Div

Greenville Cnty SC SH Dist — Interest — Matured

Greenwood SC Combined Pub Utility — Interest

Stephens Ine Money Market Acct — Interest — Note VII

SC State Pub Sve Auth Rev Ref Santee Cooper Ser B — Interest

Spartenburg SC WTRWKS — Interest

SC St Jobs-Econ Dev Auth Hosp Rey RFDG-Georgetown Auth — Interest

South Catolina St Jobs Econ Dev Auth Hosp Rev Georgetown Hosp - B — Interest

South Carilina Transp Infrastruc Bk Res Ser A — Interest — Matured

Oppenheimer Steelpath Alpha Fund Class C — Int/Div

Spartanburg Co Reg Health Svees Distr Inc Hosp Rev Ridg -Series A — Interest

So Carolina St Transport Infrastruc Bank Rev Rfdg-Ser B — Interest

So Carolina St Public Sve Auth Rev Obligs Ser A — Interest

Alliance Bernstein High Inc Municipal Fund Class A — Int/Div

Greenvill Co So Carolina Tourism Pub Facs Corp Hospitality Tax — Interest

Greenwood Fifty Sch Facs Inc — Interest

Charleston SC SPL Source Revenue — Interest

Beaufort Jasper SC Wir & Swr Auth & Ser Sys Rev — Interest — Matured

Clg of Charleston SC Academic & Admin Facs — Interest

College Charleston SC Higher Ed Fue — Interest

SC Carolina ST Jobs-Econ Dev Auth Econ Dev — Interest

Charleston SC Pub Facs Corp Installment Purchase Rev Ser A — Interest

Summerville SC Limited Oblig Ser A Revenue Bonds — Interest

Clemson SC Univ Revenues Athletic Facs- Ser B — Interest

Florence Cnty SC Accomodations Fee Revenue Bonds — Interest

So Carolina St Pub Sve Auth Rfdg Ser A Rev Bonds — Interest

Beaufort-Jasper SC Wir & Swr Auth Wirwks & Swr Svs Rev Ref & Impt — Interest — Buy

Beaufort-Jasper SC Wir & Swr Auth Wirwks & Swr Sys Rev Ref & Impt — Interest — Buy

Brookland Cayce SC Sch Dist #2 General Obligation Und — Interest — Buy

Florence SC Spl Oblig Ref-DwnTwn Redev Project Area-Ser B [Tax Allo — Interest — Buy

So Carolina St Transprtn Infrastruc Bank Rev-Ser A — Interest — Buy

So Carolina St Jobs-Econ Dev Auth Econ Dev Rev Ref-Wofford Clg-Rev — Interest — Buy

Trust#2 — Note VII

Bank of America Account — None

VIL A. 1. Condominium purchased on December 10, 1992, for $25,000. | purchased 1/2 interest.

VIL. A. 15. This account is used for the temporary deposit of interest, dividends and proceeds from the sale of stocks and bonds and for the purchase of new or

additional stocks and bonds in my retirement assets account.

VIL A 16. This trust was created 1/9/15 in my name. It is a revocable trust and | am Trustee. The assets listed in lines 17 - 62 are in the Trust.

VII A25, Lot #1, originally purchased in 2003 for purpose of building a vacation home. | decided to sell this lot in 2005 and it is now being held for investment

pending sale. Appraisal value issued 329/11 is $53,500.

VIL A. 26. Lot #2, purchased im 2005 and held for investment. Appraisal value issued on 3/29/11 is $128,300,

VII. A. 34. This account is used for the temporary deposit of interest, dividends and proceeds from the sale of stocks and bonds and for the purchase of new or

additional stocks and bonds in Trust 4.

VII. A. 63. This Trust Account is a checking account in my name as Trustee of the Special Needs Trust for [Jill A!) amoounts paid out are for the support

of the beneficiary of that Trust, my disabled brother.

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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Cameron McGowan Currie | Frix