Mark L. Carman

2018Annual

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

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,

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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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