Mark L. Carman

2014Annual

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Pull out the substance of this filing.

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

What was filed

293
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income

Named parties

Ronald McDonald Charities of Montana
Carman Law Office, P.C
SalemFive

As filed

Brokerage Account #1

Schwab Money Market — Interest

3M Company — Int/Div — Sold (part)

Abbott Laboratories — Int/Div

Abbvie Inc — Int/Div

Agilent Technologies Inc — Int/Div — Buy

Agilent Technologies Inc — Buy (add'l)

Air Products & Chemicals Inc — Int/Div — Sold (part)

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

Apple Inc — Int/Div

AT&T Ine — Int/Div

Applied Materials Inc — Int/Div — Buy

Applied Materials Inc — Buy (add'l)

Auto Data Processing — Int/Div

Baxter International Inc — Int/Div — Sold (part)

Baxter International Inc — Sold

Blackrock Inc — None — Buy

Borg Warner Inc — Int/Div — Sold (part)

Borg Warner Inc — Sold (part)

Borg Warner Inc — Sold

CDK Global Inc — Int/Div — Sold

Coca Cola Company — Int/Div

Danaher Corp — Int/Div — Sold (part)

EMC Corp — Int/Div

Equifax Inc — Int/Div — Sold (part)

Equifax Inc — Sold (part)

Express Scripts Holding Company — None — Sold (part)

Exxon Mobil Corporation — Int/Div — Sold (part)

Ford Motor Co — Int/Div — Sold

Franklin Resources — Int/Div — Sold

General Dynamics Corp — Int/Div

Google Inc — Int/Div — Sold (part)

Google Inc — Sold (part)

Guggenheim ETF — Int/Div — Buy

Halyard Health — Int/Div

Home Depot Inc — Int/Div — Sold (part)

Intemational Business Machines — Int/Div — Sold (part)

Intemational Business Machines — Sold (part)

1Q Hedge Multi Strt ETF — Int/Div — Buy

1Q Hedge Multi Strt ETF — Buy (add'l)

JP Morgan Chase & Co — Int/Div — Sold (part)

JP Morgan Chase & Co — Sold

Juniper Networks Inc

Keysight Technologies — Int/Div — from line 6)

Kimberly#Clark Corp — Int/Div — Sold (part)

McDonalds Corp — None — Sold

Microsoft Corp — Int/Div — Sold (part)

NASDAQ OMX Group Inc — Int/Div

Nike lnc Class B — Int/Div

Norfolk Southern Corp — Int/Div

Omnicom Group Inc — Int/Div

Procter & Gamble Co — Int/Div — Sold

Schlumberger LTD — Int/Div — Sold (part)

Schwab US Treas Money FD — None — Buy

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

Sherwin Williams Co — Int/Div — Sold (part)

Sherwin Williams Co — Sold (part)

Snap2On Inc — Int/Div

Stryker Corp — Int/Div

United Parcel Service lnc — Int/Div

WalgMart Stores Inc — Int/Div — Sold (part)

Wells Fargo & Co — Int/Div

Wyndham Worldwide Corp — None — Buy

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

iShares MSCI ACWI ETF (ACW) — Int/Div — Buy

iShares MSCI ACWI ETF (ACW) — Buy (add'l)

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

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

iShares MSC Canada Index (EWC) — Int/Div — Sold (part)

iShares MSC Canada Index (EWC) — Buy (add'l)

iShares MSCI EMU Index (EZU) — Int/Div — Buy

iShares MSCI EMU Index (EZU) — Buy

iShares MSCI Germany Index — Int/Div — Buy (add'l)

iShares MSCI Germany Index — Sold

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

iShares MSCI United Kingdom Index (EW) — Int/Div — Buy (add'l)

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

Drichaus Emerging Markets Growth (DREGX) — Int/Div

Powershares DWA Emer Mkts Technical Ldrs — None — Sold

Vanguard Emerging Market (VWO) — Int/Div

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

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

Vanguard Interm#Term Tax Ex Adm (VWILX) — Sold (part)

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

Vanguard Interm#Term Tax Ex Adm (VWILX) — Sold (part)

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)

PowerShares DB Commodity Index Tracking Fund — None — Sold

Vanguard REIT Index ETF (VNQ) — Int/Div

New York Life SEP Premium Plus Elite Variable Annuity

MainStay VP Intl Equity — Int/Div

MainStay VP Hi Yd BD — hy

Fidelity Contrafund — hy

Fidelity VIP Mid Cap SC2 — Int/Div

MainStay VP U.S. Small Cap — Int/Div

MainStay Mid Cap Core — Int/Div

MainStay VP MFS Unlities — 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

American FD Capital World Growth — Int/Div — Sold (part)

American FD Capital World Growth — Sold (part)

American FD Capital World Growth — Sold

Northen Calif Pwr Bond — Interest

Berkshire Hathaway — None — Sold (part)

Schwab Cash — Interest

IRA #1

Microsoft — Int/Div

Schwab Money Market — Interest

IRA #2

Schwab Money Market — Interest

iShares Barclays 143 Year Credit Bond (CShH — Interest — Sold

iShares Barclays Aggregate Bond (AGG) — Interest

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

iShares S&P 500 Citigroup Value Index — Buy (add'l)

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

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

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

SPDR S&P MidCap 400 — Int/Div

iShares S&P SmallCap 600 Citigroup Growth In — Int/Div

Vanguard FTSE All Wid Ex USSml Cap — Int/Div

iShares MSC Pacific extJapan Index — Int/Div

Vanguard European Stock — Int/Div

Vanguard Emerging Market — Int/Div

Vanguard Corp Bond ETF — Int/Div — Buy

PowerShares DB «Commodity Index Tracking Fund — Int/Div — Sold

Vanguard REIT Index ETF — Int/Div

Vanguard FTSE FTSE Europe ETF — None — Buy

Vanguard FTSE FTSE Europe ETF — Buy (add'l)

1Q Hedge Multi-Stratgy Tracker — Int/Div — Buy (add'l)

iShares S&P SmallCap Core S&P — Int/Div

Schwab US Treas Money Fund — None — Buy

Trust #1

Schwab Money Market — Interest

iShares Barclays Intermediate Credit Bond — Interest — Sold

iShares Barclays 143 Year Credit Bond — Interest — Sold

iShares Core Total US Bond — Interest — Sold

iShares S&P S00 Value Index — Int/Div — Buy (add'l)

iShares S&P S00 Value Index — Sold (part)

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

iShares S&P S00 Value Index — Sold

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

iShares S&P S00 Growth Index — Sold

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

iShares S&P MidCap 400 Growth Index — Sold

SPDR S&P MidCap 400 — Int/Div — Sold

iSharesCore S&P ETF — Int/Div — Sold

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

iShares MSC Pacific extlapan Index — None — Sold

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

Vanguard European Stock — Sold (part)

Vanguard European Stock — Buy (add'l)

Vanguard European Stock — Sold

Vanguard Emerging Market — Int/Div — Sold (part)

Vanguard Emerging Market — Sold (part)

Vanguard Emerging Market — Buy (add'l)

Vanguard Emerging Market — Sold

PowerShares DB Commodity Index Tracking Fund — Int/Div — Sold

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

Vanguard REIT Index ETF — Sold

1Q Hedge Multi-Strategy Tracker — Int/Div — Sold

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

Trust #2

Schwab Money Market — Interest

iShares Barclays Intermediate Credit Bond — Interest

iShares Barclays Total US Bond Market — Interest

iShares S&P 500 Citigroup Value Index — Int/Div — Buy (add'l)

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

iShares S&P 500 Citigroup Value Index — Buy (add'l)

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

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

iShares S&P 500 Growth Index — Int/Div — Buy (add'l)

iShares MidCap 400 Growth — Int/Div — Sold (part)

iShares MidCap 400 Growth — Buy (add'l)

SPDR S&P MidCap 400 — Int/Div — Sold

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

iShares S&P SmallCap 600) Citigroup Growth Ind — Buy (add'l)

Shares MSC Pacific Japan Index — Int/Div — Buy (add'l)

Shares MSC Pacific Japan Index — Sold (part)

Shares MSC Pacific Japan Index — Buy (add'l)

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

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

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

Vanguard European Stock — Sold (part)

Vanguard European Stock — Buy (add'l)

Vanguard Emerging Market — Int/Div — Sold (part)

Vanguard Emerging Market — Buy (add'l)

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

Trust #3

Schwab Money Market — Int/Div

iShares Barclays 143 Year Credit Bond (CShH — Interest — Sold (part)

iShares S&P 500 Citigroup Value Index (IVE) — Int/Div — Buy (add'l)

iShares S&P 500 Citigroup Value Index (IVE) — Buy (add'l)

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

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

iShares S&P 500 Growth Index (IVW) — Buy (add'l)

iShares S&P MidCaup 400 Growth Index (UK) — Int/Div — Sold (part)

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

iShares S&P SmallCap 600 Citigroup Growth Inde (UR) — Int/Div

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

iShares MSC Pacific ex®Japan Index — Int/Div

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

Vanguard European Stock — Buy (add'l)

Vanguard European Stock — Sold (part)

Vanguard European Stock — Buy (add'l)

Vanguard Emerging Market — Int/Div

Vanguard REIT Index ETF — Int/Div

PowerShares DB Commodity Index — None — Sold

1QHedge Mult-Strategy Tracker — Int/Div — Buy (add'l)

1QHedge Mult-Strategy Tracker — Buy (add'l)

Trust #4

Schwab Money Market — Interest

Powershares High Yield Corp Bond (PHB) — Interest — Sold

iShares Barclays 347 Yr Treasury Bond {IED — Interest

iShares Barclays Intermediate Credit Bond (CI — Interest

Vanguard Mortagebacked Securities Index ETF (VMBS) — Int/Div

iShares Dow Jones US Home Construction — Int/Div — Buy (add'l)

iShares Dow Jones US Home Construction — Sold (part)

Vanguard Telecommunications Sector (VOX) — Int/Div

First Trust Materials Alphadex (FXZ) — Int/Div — Sold (part)

SPDR Consumer Staples Select Sector (XLM — Int/Div — Sold (part)

SPDR Health Care Select Sector (XLV) — Int/Div — Sold (part)

SPDR Health Care Select Sector (XLV) — Buy (add'l)

SPDR Consumer Discretionary Select Sector (XLY) — Int/Div — Sold (part)

SPDR Consumer Discretionary Select Sector (XLY) — Buy (add'l)

SPDR Energy Select Sector (XLE) — Int/Div — Sold (part)

Guggenheim ETF (RYF) — Int/Div

SPDR Industrial Select Sector {XL — Int/Div — Sold (part)

SPDR Industrial Select Sector {XL — Sold (part)

iShares Goldman Sachs Technology Index IGM) — Int/Div — Sold (part)

iShares Goldman Sachs Technology Index IGM) — Buy (add'l)

iShares Goldman Sachs Technology Index IGM) — Sold (part)

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

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

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

iShares MSC Germany Index — Int/Div — Sold (part)

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

iShares MSCI Canada Index (EWC) — Int/Div

iShares MSC EMU Index (EZU) — Int/Div — Buy (add'l)

pak) — Buy (add'l)

iShares MSC Pacific exfJapan (EPP) — Int/Div

iShares MSCI United Kingdom Index (EW) — Int/Div — Buy (add'l)

Powershares DWA Emer Mkts Momentum (PIE) — Int/Div

Vanguard Emerging Market (VWO) — Int/Div

PowerShares DB Commodity Index Tracking Fund — None — Sold

Vanguard REIT Index ETF (VNQ) — Int/Div

Wasatch Long/Short — Int/Div — a

AQR N Managed Futures — Int/Div — Buy (add'l)

1Q Hedge Multi Strategy Tracker (QAI) — Int/Div — Buy (add'l)

1Q Hedge Multi Strategy Tracker (QAI) — Buy (add'l)

1Q Hedge Multi Strategy Tracker (QAI) — Sold (part)

iFirst Trust Dow Jones Internet Index — None — Sold

iShares Dow Jones US Aerospace & Def (ITA) — Distribution

PowerShares Dynamic Media Portfolio (PBS) — Distribution — Sold

AQR Diversified Arbitrage — Int/Div — Buy (add'l)

iShares Nasdaq ETF BioTech (IBB) — None — Sold (part)

iShares Nasdaq ETF BioTech (IBB) — Sold

SPDR S&P Insurance ETF — None — Sold

IShares Semiconductor (SOXX) — Int/Div — Buy

IShares Regional Bank (IAT) — Int/Div — Buy

President, Ronald McDonald Charities of Montana

President, Carman Law Office, P.C

Liability — SalemFive — Loan on airplane

Part VII

Line 21: CDK Global was formerly known as Auto Data Processing as shown in line 14

Line 35: Halyard Health was a spin off from Kimberly Clark as shown in line 47.

Line 45: Juniper was originally listed by mistake. It was not an mvestiment owned during 2014,

Investments listed in prior 2013 report including: Line 26; Johnson & Johnson

Line 35; Peabody Energy Corp

Lime 44: iShares Russell 2000 Value Index

Line 45: iShares S&P SmallCap 600 Index

Line 321: iShares S&P SmallCap 600 Index

These positions were not owned at beginning of 2013 reporting period. They were apparently sold prior to January 1, 2014,

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.