Susan G Braden

2018Annual

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Pull out the substance of this filing.

What was filed

  • 65

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • BB&T
  • American Bar Association
  • Harvard Law School
  • S.Georgia Bar Association
  • American Bar Association - salary
  • Ropes & Gray LLP - retirement benefits
  • American University - $200 honoranum

As filed

Rental Property. Alexandria, VA — Rent

Citibank (cash accounts) — Interest

RGIP, LLC — istnibution

Dept of Justice Credit Union (cash) — Interest

A0HKk) #1 (H)

Ameriprise Insured Deposit Account (IDA) {cushy — Interest

WOCM Focus Int Growth Inst (WCMIX) — Int/Div

Advisors Inner Circle FDS Edgewood Growth Inst! CHEGFIX) — Int/Div

Artisan High Income Advisor (APDFX) — Int/Div — Sold

Artisan High Income Inst (APHFX) — Int/Div — Buy

Artisan Intl Value (APDKX) — None — Sold

Artisan Intl Value Inst (APHKX) — Int/Div — Buy

Blackrock Strategic Income Opportunities (BSIIX) — Int/Div

Dreihaus Inc. Mut. Fd. Emerging Mkt. Act (DIEMX) — Int/Div

FMI Funds Large Cap (FMIQX) — Int/Div — Sold (part)

Matthews Intl Fds Asia Div. Fd. (MIPIX) — Int/Div

Metropolitan West Fds. Total Return Bd Fd (IMWTIX) — Int/Div — Sold

Metropolitan West Tot Ret Bd P (MWTSX) — Int/Div — Buy

Miller Invt TR Convertible Bond Fund IMCIFX) — Int/Div

Newberger Berman Core Bd Fd Intl Cl INCRLX) — Int/Div

Transamerica Intl Sml Cap Value (TISVX) — Int/Div — Sold (part)

Vanguard Index Sml Cap Index Admiral (VSMAX) — Int/Div

Vanguard Index S00 Index Admiral (VFIAX) — Int/Div — Sold (part)

Oil & Gas Royalty (Houston & San Antonio. TX) — Rovalty

S29 ACCOUNTS (H)

U Fund College Investing Plan #1: Fidelity Funds. MA Portfolio 2021 — None — Buy (add'l)

U Fund College Investing Plan #2: Fidelity Funds. MA Portfolio 2024 — None — Buy (add'l)

U Fund College Investing Plan #3: Fidelity Funds, MA Portfolio 2024 — None — Buy (add'l)

U Fund College Investing Plan #4: Fidelity Funds, MA Portfolio 2027 — None — Buy (add'l)

U Fund College Investing Plan #5: Fidelity Funds. MA Portfolio 2027 — None — Buy (add'l)

U Fund College Investing Plan #6: Fidelity Funds. NH Portfolio 2030 — None — Buy (add'l)

U Fund College Investing Plan #7: Fidelity Funds, NH Portfolio 2033 — None — Buy (add'l)

Trust #1 (H)

Federated Govt Obli Fd (GOFXX) — Int/Div

Edgewood Growth Fund (EGFIX) — Int/Div — Buy (add'l)

Edgewood Growth Fund (EGFIX) — Buy (add'l)

FMI Large Cap Fd (FMIHX) — Int/Div

Vanguard 500 Index Fund (VOO) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (VOO) — Sold (part)

Artisan Int'l Value Fd Inv. (ARTKX) — None — Sold

Artisan Intl Value Fd Ins (APHKX) — Int/Div — Buy

Artisan Intl Value Fd Ins (APHKX) — Buy (add'l)

Artisan Intl Value Fd Ins (APHKX) — Buy (add'l)

WOM Focused Intemational Growth Fund (WOMIX) — Int/Div — Buy (add'l)

WOM Focused Intemational Growth Fund (WOMIX) — Buy (add'l)

Vanguard Sml Cap Index Fd (VB) — Int/Div — Sold (part)

Vanguard Sml Cap Index Fd (VB) — Buy (add'l)

Vanguard Sml Cap Index Fd (VB) — Buy (add'l)

Transamerica Intl Small Cap Value Fd (TISVX) — Int/Div — Buy (add'l)

Driehaus Emg Mkts Growth Fund (DREGX) — Int/Div — Buy (add'l)

Matthews Asia Dividends Ins IMAPIX) — Int/Div — Buy (add'l)

NB Mum VT Bonds Fad Ins. (NBH) — Int/Div — Buy (add'l)

NB Mum VT Bonds Fad Ins. (NBH) — Sold (part)

Vanguard UT T/E Fd Adm (VWITX) — Int/Div — Buy (add'l)

Vanguard UT T/E Fd Adm (VWITX) — Buy (add'l)

Nuveen Short Duration High Yield Muni Bond Fd. (INVHAX) — Int/Div

Blackrock Strategic Inc. Opp Fd lus (BSIIX) — Int/Div — Buy (add'l)

Miller Convertible Bond Fund (MCIFX) — Int/Div — Buy (add'l)

ABATHhrift Savings 401(k) (no control) (H)

T. Rowe Pre Retirement 2010 (Y)

T. Rowe Price 2040 Fund (Y)

S.SgA Russ. Sm/MD Cap Index Fund (Y)

Vanguard Target Ret 2040 (VFORX) (X) — Int/Div

Vanguard Target Ret Inc (VTINX) (X) — Int/Div

Vanguard Ext Mkt ldx Adm (VEXAX) (X) — Int/Div

Liability — BB&T — Mortgage on rental property

Reimbursement — American Bar Association — April 18-19, 2018 — Arlington, VA — Spring Meeting and Counsel Dinner — Transportation and food

Reimbursement — Harvard Law School — April 23-26, 2018 — Boston, MA — Law and Society Seminar — Transportation, lodging, and food

Reimbursement — S.Georgia Bar Association — September 20-22 2018 — Amelia Island, FL — IP Conference Panelist — Transportation, lodging, and food

Spouse's income — 2018 — American Bar Association - salary

Spouse's income — 2018 — Ropes & Gray LLP - retirement benefits

Spouse's income — 316018 — American University - $200 honoranum

Part 1V, line 2: This item was treated as reimbursed travel for court purposes, however, to the extent that it might be treated as a gift for purposes of this

report, the value of the program registration and food provided by the ABA was $1,215,

Part VII, lines 59-65: This is an employer-controlled retirement plan. The employee can choose the funds in which he is invested from a list provided by the

employer's plan administrator, but the employee is not able to control transactions executed within the plan, nor is he provided with the details of transactions

executed within the plan by the plun administrator. The employee receives quarterly statements identifying the allocated value and investment eamings for the

funds in which he is invested (Columns A through C). Despite inquiry of the plan administrator, further information is unavailable.

Part VII, Column B: Lines reflecting no income are so reported because none wis attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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