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.