Mark L. Carman
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
242
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Tree LLC & Total Con
- Flying Fox Properties, LLC
- Charles Scwab Bank
As filed
Brokage Account #1
Schwab US Treasurey Fund (SWUXX) — Int/Div — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Sold (part)
Schwab US Treasurey Fund (SWUXX) — Buy (add'l)
Schwab US Treasurey Fund (SWUXX) — Sold
3M Company (MMM) — Int/Div — Sold (part)
Abbott Laboratories (ABT) — Int/Div — Sold (part)
Abbott Laboratories (ABT) — Sold (part)
Abbvie Inc (ABBV) — Int/Div — Sold (part)
Abbvie Inc (ABBV) — Sold (part)
Abbvie Inc (ABBV) — Sold (part)
Agilent Technologies Inc (A) — Int/Div — Sold (part)
Agilent Technologies Inc (A) — Sold (part)
Agilent Technologies Inc (A) — Sold (part)
Air Products & Chemicals Inc (APD) — Int/Div — Sold (part)
Air Products & Chemicals Inc (APD) — Sold (part)
Apple, Inc - (AAPL) — Int/Div — Sold (part)
Apple, Inc - (AAPL) — Sold (part)
Auto Data Processing (ADP) — Int/Div — Sold (part)
BlackRock Inc (BLK) — Int/Div — Sold (part)
BlackRock Inc (BLK) — Sold (part)
BlackRock Inc (BLK) — Sold (part)
BlackRock Inc (BLK) — Sold (part)
Danaher Corp (DHR) — Int/Div — Sold (part)
Fortive Corp FTV) (Spin off Danaher) — Int/Div
Disney Walt Co - (DIS) — Int/Div — Sold (part)
Ebay Inc - (EBAY) — Distribution — Sold (part)
Ebay Inc - (EBAY) — Sold (part)
Equifax Inc (EFX) — Int/Div
Exxon Mobil Corporation (XOM) — Int/Div — Sold (part)
General Dynamics Corp (GD) — Int/Div — Sold (part)
Alphabet Inc Cl C - (GOOG) — None — Sold (part)
Alphabet Inc Cl C - (GOOG) — Sold
Alphabet Inc Cl A (GOOGL) — None — Sold (part)
Alphabet Inc Cl A (GOOGL) — Sold (part)
Home Depot Inc (HD) — Int/Div — Sold (part)
Home Depot Inc (HD) — Sold (part)
Home Depot Inc (HD) — Sold (part)
P Morgan Chase & Co (JPM) — Int/Div — Sold (part)
P Morgan Chase & Co (JPM) — Sold (part)
P Morgan Chase & Co (JPM) — Sold (part)
Kimberly-Clark Corp - (KMB) — Int/Div — Sold (part)
Kimberly-Clark Corp - (KMB) — Sold
Microsoft Corp (MSFT) — Int/Div — Sold (part)
Microsoft Corp (MSFT) — Sold (part)
Microsoft Corp (MSFT) — Sold (part)
Microsoft Corp (MSFT) — Sold (part)
NASDAQ Inc (NDAQ) — Int/Div — Sold (part)
Nike Inc Class B - (NKE) — Int/Div
PayPal Holdings Inc (PYPL) — None — Sold (part)
PayPal Holdings Inc (PYPL) — Sold (part)
Costco Wholesale (COST) — Int/Div — Sold (part)
Amazon.com Inc - (AMZN) — None — Sold (part)
Fidelity National Information (FIS) — Int/Div — Sold (part)
Fidelity National Information (FIS) — Sold (part)
Adient PLC (ADNT) — None — Sold
Procter & Gamble Co (PG) — Int/Div — Sold (part)
TIX Compames Inc (TJX) — Int/Div
Schlumberger LTD (SLB) — Int/Div — Sold
Sherwm Williams Co (SHW) — Int/Div — Sold (part)
Sherwm Williams Co (SHW) — Sold (part)
Sherwm Williams Co (SHW) — Sold (part)
Snap-On Inc (SNA) — Int/Div — Sold (part)
Stryker Corp (SYK) — Int/Div — Sold (part)
Wells Fargo & Co (WFC) — Int/Div — Sold (part)
Biogen (BIIB) — Int/Div
Facebook (FB) — None — Buy (add'l)
Facebook (FB) — Sold
Facebook (FB) — Buy
Lincoln Nat {LNC) — Int/Div — Sold (part)
Comerica (CMA) — Int/Div — Buy
Salesforce (CRM) — None — Buy
Schwab Strategic Tr Emerging -Mkis Equity (SCHE) ETF - SCHE — Int/Div — Sold (part)
Schwab Strategic Tr Emerging -Mkis Equity (SCHE) ETF - SCHE — Sold (part)
Schwab Strategic Tr Emerging -Mkis Equity (SCHE) ETF - SCHE — Sold (part)
iShares S&P Mid-Cap 400 Growth (UK) — Int/Div — Sold (part)
iShares S&P Mid-Cap 400 Growth (UK) — Sold (part)
iShares S&P Mid-Cap 400 Growth (UK) — Sold (part)
1Q Hedge Multi-Strategy Tracker (QAI) — Int/Div — Buy (add'l)
1Q Hedge Multi-Strategy Tracker (QAI) — Buy (add'l)
SPDR S&P MidCap 400 (MDY) — Int/Div — Sold (part)
SPDR S&P MidCap 400 (MDY) — Sold (part)
SPDR S&P MidCap 400 (MDY) — Sold (part)
SPDR S&P MidCap 400 (MDY) — Sold (part)
iShares MSC Canada Index (EWC) — Int/Div — Sold (part)
iShares S&P SmallCap 600 Index - (LR) — Int/Div — Sold (part)
iShares S&P SmallCap 600 Index - (LR) — Sold (part)
iShares S&P SmallCap 600 Index - (LR) — Sold (part)
Vanguard Interm Term Tax-Exempt Admiral IVWIUX) — Int/Div — Sold (part)
Vanguard Interm Term Tax-Exempt Admiral IVWIUX) — Sold (part)
Vanguard Interm Term Tax-Exempt Admiral IVWIUX) — Sold (part)
Vanguard Interm Term Tax-Exempt Admiral IVWIUX) — Sold (part)
Vanguard High Yield Tax Exempt Fund (VWALX) — Int/Div — Sold (part)
Vanguard High Yield Tax Exempt Fund (VWALX) — Sold (part)
Vanguard Ltd Term Tax Exempt Admiral (VMLUX) — Int/Div — Buy (add'l)
Vanguard Pacific Stock - (VPL) — Int/Div — Sold (part)
Vanguard Pacific Stock - (VPL) — Sold (part)
Vanguard Pacific Stock - (VPL) — Sold (part)
Schwab Intemationl Equity <(SCHF) — Int/Div — Sold (part)
Schwab Intemationl Equity <(SCHF) — Sold (part)
iShares Dow Jones US Oil - (1EQ) — Int/Div
Vangurad FTSE Europe (VGK) — Int/Div
Real Estate Select (XLRE) — Int/Div — Sold (part)
Real Estate Select (XLRE) — Buy (add'l)
Driehaus Emrg Mkts Gwth (DIEMX) — Int/Div — Sold (part)
Invesco S&P S00 Equal Wt (RSP) — Int/Div — Buy
Invesco S&P S00 Equal Wt (RSP) — Sold
TRLST #3
Schwab Money Market — Int
iShares S&P S00 Growth Index « (IVW) — Int/Div — Sold (part)
iShares S&P S00 Growth Index « (IVW) — Sold (part)
iShares S&P S00 Growth Index « (IVW) — Sold (part)
iShares S&P S00 Growth Index « (IVW) — Sold (part)
iShares S&P Mid-Cap 400 Growth - (UK) — Int/Div — Sold (part)
iShares S&P Mid-Cap 400 Growth - (UK) — Sold (part)
SPDR S&P MidCap 400 - (MDY) — Int/Div — Sold (part)
SPDR S&P MidCap 400 - (MDY) — Sold (part)
iShares S&P SmallCap 600 Growth ETF wn — Int/Div — Sold (part)
iShares S&P SmallCap 600 Index (JR) — Int/Div — Sold (part)
iShares S&P SmallCap 600 Index (JR) — Sold (part)
Vanguard F1SE Europe - (VGK) — Int/Div — Sold (part)
Vanguard F1SE Europe - (VGK) — Sold (part)
Vanguard F1SE Europe - (VGK) — Sold (part)
1Q Hedge Multi-Strategy Tracker - (QAI) — Int/Div — Sold (part)
iShares Core US Aggregate Bond - (AGG) — Int/Div — Sold (part)
Vanguard Pacific Stock (VPL) — Int/Div — Sold (part)
Vanguard Pacific Stock (VPL) — Sold (part)
Vanguard Pacific Stock (VPL) — Sold (part)
iShares S&P S00 Value (IVE) — Int/Div — Sold (part)
iShares S&P S00 Value (IVE) — Sold (part)
iShares S&P S00 Value (IVE) — Sold (part)
iShares S&P S00 Value (IVE) — Sold (part)
iShares S&P S00 Value (IVE) — Sold (part)
Schwab Strategic Tr Emerging Mkts Equity - (SCHE) — Int/Div — Sold (part)
Schwab Strategic Tr Emerging Mkts Equity - (SCHE) — Sold (part)
Schwab Strategic Tr Emerging Mkts Equity - (SCHE) — Sold (part)
SPDR DoubleLine Total Return « (TOTL) — Int/Div
Thrivent Municpal Cond Fund-A — Int/Div
Thrivent Diversified Income Plus Fund A — Int/Div
Templeton Global Advisors Limited — Int/Div
Templeton Investiment Consel LLC — Int/Div
Pacific Life Insuarme Whole Life Policy — Interest
Brokerage Acct #2
Schwab Cash — Interest
IRA #1
Microsoft — Int/Div
Schwab Cash — Interest
IRA #2
Schwab Money Market — Interest
iShares Barclarys Aggregate Bond (AGG) — Int/Div
iShares S&P S00 Citigroup Value Indes (IVE) — Int/Div — Sold (part)
iShares S&P S00 Growth Indes (1IVW) — Int/Div — Sold (part)
iShares S&P MidCap 400 Growth (1JK) — Int/Div
SPDR S&P MidCap 400 (MDY) — Int/Div
iShares S&P SmallCap 600 (UT) — Int/Div — Sold (part)
Vanguard Eurpoean Stock (VGK) — Int/Div — Sold (part)
Vanguard Eurpoean Stock (VGK) — Sold (part)
1Q Hedge Multi-Strategy Trachker (QAI) — Int/Div
iShares S&P Small Cap Core (IR) — Int/Div
Vanguard Pacific Stock (VPL) — Int/Div
Schwab Emerging Mkt. (SCHE) — Int/Div — Buy
SPDR DoubleLme (TOTL) — Int/Div — Buy
IRA #3
SPDR DoubleLme Total Return (TOTL) — Int/Div
SPDR Barclays Capital Short Term High Yield (SINK) Bond - SINK — Int/Div — Sold
SPDR Utilities Select Sector - (XLU) — Int/Div
Guggenheim S&P S00 Equal Weight {RSP} — Int/Div — Sold
First Trust Dow Jones Internet Index (FDN) — Int/Div — Sold (part)
SPDR Materials Select Sector - (XLB) — Int/Div
Vanguard Intermediate Term Corp Bond Index - (VCITY — Int/Div
iShares 3-7 Year Treasury Bond -(1EI) — Int/Div — Sold
Vanguard Mortgagebacked Secunties Index (VMBS) ETF - VMBS — Int/Div
Vanguard Market Neutral Investor (VMNFX) — Int/Div — Buy (add'l)
iShares S&P SmallCap 600 Growth E1r wn — Int/Div
iShares MSC Canada Index - (EWC) — Int/Div
SPDR Energy Select Sector - (XLE) — Int/Div
Schwab Hedged Equity - (SWHEX) — Int/Div
iShares S&P SmallCap 600 Index - (UR) — Int/Div — Sold (part)
AQR Managed Futures Strategy N (AOMNX) — Int/Div — Buy (add'l)
AQR Managed Futures Strategy N (AOMNX) — Sold
SPDR Industnal Select Sector - (XL1) — Int/Div — Sold (part)
SPDR Industnal Select Sector - (XL1) — Sold (part)
SPDR Health Care Select Sector - (XLV) — Int/Div — Buy (add'l)
Invesco S00 Equal Wt. FNA Guggenheim S&P -(RYF) — Int/Div — Buy
Invesco S00 Equal Wt. FNA Guggenheim S&P -(RYF) — Sold (part)
SPDR S&P MidCap 400 - (MDY) — Int/Div — Sold (part)
Vanguard Information Technology va — Int/Div — Sold (part)
Vanguard Information Technology va — Sold (part)
1Q Hedge mult-Strategy (QAI) — Int/Div — Buy (add'l)
1Q Hedge mult-Strategy (QAI) — Sold (part)
iShares S&P Mid Cap (UK) — Int/Div — Sold (part)
Schwab Emerging Markets (SCHE) — Int/Div — Buy (add'l)
Schwab Emerging Markets (SCHE) — Buy (add'l)
SPDR Fund Consumer (XLY) — Int/Div — Sold (part)
SPDR Fund Consumer (XLY) — Sold (part)
Vanguard Telecommunications (VOX) — Int/Div — Sold
Vanguard FTSE Pacific (VPL) — Int/Div — Buy (add'l)
iShares Floating RAte Bond (FLOT) — Int/Div
iShares NASDAQ BioTech (IBB) — Int/Div — Sold
JPMRG Diversified Return (JPEM) — Int/Div — Sold
Index Merger (MNA) — Int/Div
Vanguard Europe (VGK) — Int/Div — Buy (add'l)
Vanguard Europe (VGK) — Buy (add'l)
SPDR Consumer Staples (XLP) — Int/Div — Sold (part)
SPDR Consumer Staples (XLP) — Sold (part)
SPDR Real Estate Select (XLRE) — Int/Div
Ishares EMRG Market (EMGF) — Int/Div — Buy
Ishares EMRG Market (EMGF) — Buy (add'l)
Ishares EMRG Market (EMGF) — Buy (add'l)
IShares Momntm ETF (MTUM) — Int/Div — Buy
IShares Momntm ETF (MTUM) — Sold (part)
Comm Sve Select (XLO) — Int/Div — Buy
Schwab Short Treas. (SCHO) — Int/Div — Buy
IShares Corp Bond (SHYG) — Int/Div — Buy
Pimco Trends Futures (POTIX) — Int/Div — Buy
IShares MSCI Min Vol (USMV) — Int/Div — Buy
Flying Fox Properties, LLC
Checking Bank of Bozeman — Interest
Chukker Creek (Aiken. SC) — Rent
L Quarter Circle LLC (Campbell County, WY) — Rovalty — Sold (part) — Tree LLC & Total Con
Conwest Ass. — Rovalty
Munager, Flying Fox Properties, LLC
Liability — Charles Scwab Bank — Pledged Asset Line of Credit
Section VII Line 40. The 2017 report incorrectly indicated that all of ADP stock was sold.
Section VII Line 240 Property purchased July 3, 2017 Price $320,000
Secton VII Line 242: Oil and Gas interest which pay royalties. Goes to JjJjj ll and | forgot to list on prior statements,
S
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.