Theresa Carroll Buchanan

2015Annual

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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

  • 49

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • vanes
  • S Corp Rept Inc

As filed

Rental Investment Property "P" EER — Rent

Investment Property "G" - IEEE — Rent

Rental Investment Property - °S TEE — Rent

Real Estate Investment Property - *B' [] — Reat

Partmership Share — None

AM. Wash. Mutual Inv. Fund — Int/Div

Memill Lynch CBA Money Fund — Interest — vanes

Delaware Group Div/Inc Fund — Int/Div

Growth Fund of America — Int/Div

Disney — Int/Div

Burke & Herbert Bank — Interest — vanes

Columbia Seligman — None

John Hancock Regional Bank Fund — Int/Div

Henderson Global Equity Income Fund — Int/Div

Hennessy Focus Fund — Int/Div

Matthews Pacific Tiger Fund — Int/Div

Oppenheimer Developing Markets Fund — Int/Div

RS Global Natural Resources Fund — Int/Div

Satuit Capital US Emerging Companies Fund — None

Touchstone Sands — None

Virtus RealEstate Securites Fund — Int/Div

Schwab Govt. Money Fund — None

Lord Abbett Interm Tax — Int/Div

Heartland Value Ford Inv — None — Sold (part)

Heartland Value Ford Inv — None — Sold

Jensen Quality Growth Fund — Int/Div

Oakmark Select Fund — Int/Div

Schwab Health Care Fund — Int/Div

shares TR MSCI EAFE — Int/Div — Sold (part)

SPDR S&PSOO ETF TR — Int/Div

SPDR Nureen Barclay EFT — Int/Div — Sold

Vanguard Charlotte ETF — Int/Div — Sold

Vanguard Info. Technology — Int/Div

Vanguard Int'l Equity Fund — Int/Div

Vanguard Small Cap — Int/Div

shares Russell 2000 — Int/Div

Vanguard Inter-Term Tax — Int/Div

Oakmark Intl Fund — Int/Div — Buy

Oakmark Intl Fund — Int/Div — Buy (add'l)

Schwab Small Cap Fund — Int/Div — Buy

Schwab Small Cap Fund — Int/Div — Buy (add'l)

Vanguard Total Bond Market — Int/Div — Buy

Vanguard Total Bond Market — Int/Div — Buy (add'l)

Vanguard Total Bond Market — Int/Div — Buy (add'l)

Flexshare Ups. Nat.Res — Int/Div — Buy

Vanguard S&P 500 — Int/Div — Buy

Chevron — Int/Div — Buy

Chevron — Int/Div — Sold

Vice President (see VII

1. ** My spouse no longer reveals his separate investments nor the asets of the family trust to me. | have no idea what he owned, bought, or sold during 2013. 1

am not beneficiary of the family trust.

I. The Trust #1 is a life insurance trust created estate planning purposes.

2. The Sub-S corporation is a wholly J corporation.

VIL. 1. Assessed value ofl rental property “P" was $317,706 in 2015.

2. Assessed value of [JJ rental property "G" was $489,202 in 2015.

3. Assessed value of Jl real estate "S" (formerly undesignated) was $454,800 in 2015,

4. Assessed value of [JI real estate "B" was $1,360,400 in 2015,

5. This partnership share refers to Part 111 B, line I. The value is equal to the dollar amount invested.

6. Line 58 inadvertently omitted from 2013 disclosure.

VIII In response to the statutory conditions of 5 U.S.C. app. SEC 102 (e) 1 KE):

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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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Theresa Carroll Buchanan | Frix