Paige J. Gossett

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #2 (Revocable Living Trust; no reportable assets)
  • Cardinal Newman School
  • State of South Carolina -- salary

As filed

IRA (H)

Ishares Edge MSCI Minimum Volatility FTF — Int/Div

shares Intermediate Credit Bond ETF — Interest

Nuveen Real Asset Income Fund — Int/Div

Managers Yacktman Focused — Int/Div

Franklin Mutual Discovery — Int/Div

First Eagle Global — Int/Div

Amenprise Insured Money Market — Interest

Ameriprise Brokerage (H)

Ameriprise Insured Money Market — Interest

First Eagle Overseas — Int

Columbia Funds Future Scholar 529 Balance Growth — Int/Div — Sold (part)

Columbia Funds Future Scholar 529 Balance Growth — Sold (part)

Columbia Funds Future Scholar 529 Balance Growth — Sold (part)

Trust #1 (pour over/de minimis cash) — None

Wells Fargo (checking and savings) — Interest

Deferred Compensation Plan #1 (401k V45T Account) (HY

Fidelity Diversified Intemational Fund — Int/Div

AB SmallCap Growth — Int/Div

T. Rowe Price Mid-Cap Value — Int/Div

Dodge & Cox Stock Fund — Int/Div

Vanguard Institutional Index Fund Plus — Int/Div

Deferred Compensation Plan #2 (401(kN457 Account) (H)

Dodge & Cox Stock Fund — Int/Div

Vanguard Institutional Index Inst] Pl — Int/Div

T. Rowe Price Mid-Cap Value — Int/Div

AllianceBern Small Cap Growth — Int/Div

Fidelity Diversified International Fund — Int/Div

Trustee, Trust #2 (Revocable Living Trust; no reportable assets)

Liability — Cardinal Newman School — Private school ition

Spouse's income — 2018 — State of South Carolina -- salary

Part |. Trust #2 1s a revocable living trust with no reportable assets.

Part VII.

Line 12: The assets in these 529 Plans are not self-directed but rather are "no control” assets managed pursuant to a general investment strategy (age-based).

Line 15: The assets in Trust #1, a pour-over trust, literully consist of a ten-dollar bill clipped to the trust document in accordance with South Caroling law.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Paige J. Gossett | Frix