Cameron McGowan Currie

2018Annual

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What was filed

  • 60

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Note VI
  • Note VII

As filed

Trust 4 - Lines 16-58 ure all assets of this rust — Note VI

Bank of America account — Interest

IRA account- lines 3-12 are all American Funds

Amcap FDCL A — Int/Div

Amencan Balanced FD CL A — Int/Div

Capital Inc Bldg FD CL A — Int/Div

Capital World Growth and Inc FD CL A — Int/Div

Fundamental Investors FD CL A — Int/Div

Growth Fund of America CL A — Int/Div

Income FD of America CL — Int/Div

Washington Mutual Investors FD CL A — Int/Div

Europacific Growth FD CL A — Int/Div

New Perspective Fund CL A — Int/Div

Oppenheimer Steelpath Alpha FD CL — Int/Div

Stephens Inc Money Market Acct — Interest — Note VII

Royal Bank of Canada — Int/Div

Amcap Fund CL A - American Fund — Int/Div

American Balanced FD CL A - American Fund — Int/Div

Capital Income Bldrs FD CL A - Americar Fund — Int/Div — Buy (add'l)

Capital World Growth and Income FD CL A - American Fund — Int/Div

Fundamental Investors FD - American Fund — Int/Div

Growth Fund of America CL A American Fund — Int/Div

Income Fund of America CA A American Fund — Int/Div

Lot #2, Haywood Co., N.C — None — Note VII

Europacific Growth Fund CL A American Fund — Int/Div — Sold

Amenican Mutual Fund CL A - American Fund — Int/Div

Stephens Inc Money Market Acct — Int/Div

SC State Pub Sve Auth Rev Ref Santee Cooper Ser B — Interest

Spartanburg SC WTRWKS — Interest

Spartanburg Co Reg Health Svees Distr Inc Hosp Rev Ridg - Ser A — Interest — Buy (add'l)

So Carolina St Transport Infrastruc Bank Rev Rfdg - Ser B — Interest

So Carolina St Public Sve Auth Rev Obligs SerA — Interest

Alliance Bernstem High Inc Municipal Fund — Int/Div — Sold

Charleston SC SPL Source Revenue — Interest

Clg of Charleston SC Academic & Admin Facs — Interest

SC St Jobs - Econ Dev Auth Econ Dey Furman — Interest

Charleston SC Pub Facs Corp Installment Purchase Rev Ser A — Interest

Summerville SC Limited Oblig Ser A Revenue Bonds — Interest

Clemson SC Univ Revenues Athletic Facs- Ser B — Interest

Florence Cnty SC Accommodations Fee Revenue Bonds — Interest

So Carolina St Pub Svc Auth Rfdg Ser A Rev Bonds — Int/Div

Brookland Cayce SC Sch Dist #2 General Obligation Unltd — Interest

Florence SC Spl Oblig Ref-DwnTwn Redev Proj Area-Ser B Tax Allo — Interest

So Carolina St Transport Infrastruc Bank Rev-Ser A — Interest

So Carolina St Jobs-Econ Dev Auth Econ Dev Rev Ref - Wofford Clg — Interest

So Carolina St Transptn Infrasctuc Bank Rev Ref Ser A Rev BDS ISR — Interest

Georgetown Cnty SC WTR & SWR D-Ref Rev Bonds OID — Interest

So Carolina St Ref-SerD Gen Oblig Unltd — Interest — Matured

Pickens Cnty Sc Ref-SerC Gen Oblig Unltd — Interest — Matured

St Peters Parrish-Jusper Cnt Ref- CNTY Office Bldg Proj Rev Bond — Interest

Grand Strand SC WTR&SWR Auth Ref Rev Bonds O1D — Interest

Clg of Charleston SC HGR Edu FAC Ref: Ser A Rev BDS — Interest

Anderson Cnty Sch Dist #5 Ref-SerB Gen Oblig Unlid — Interest

Spartanburg Cnty SCD Dist #2 - Gen Oblg Unltg — Interest — Buy

Anderson SC WTRESWR SYS REV REF — Interest — Buy

Sullivan's Island SC Revenue Bonds — Interest — Buy

Clemson SC Univ Rev Ser A - Athletic FACS — Interest — Buy

Spartanburg SC REGL HLTH SCVS Dist Inc Hosp Rev Unrefunded Ref — Interest — Buy

Trust #2 - Line 60 is the only asset of this Trust — Note VII

Bank Of America Account — None

VIL A. 14. This account is used for the temporary deposit of interest, dividends, and proceeds from the sale of stocks and bonds and for the puchase of new or

additional stocks and bonds in my retirement assets account.

VIL A. 15. This trust was created January 9, 2015 in my name. It is a revocable trust and | am Trustee. The assets listed in lines 16-58 are in the Trust.

VIL A. 24. Lot #2, purchased in 2005 and held for investment. Appraisal value issued on March 29, 2011 is $128,300.

VIL A. 27. This account is used for the temporary deposit of interest, dividends, and proceeds from the sale of stocks and bonds and for the purchase of new or

additional stocks and bonds in Trust 4.

VIL A. 59. This Trust Account is a checking account in my name as Trustee of the Special Needs Trust for my family member, All amounts paid out are for the

support of the beneficiary of that Trust, 4 disabled family member,

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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