Carmen E. Garza

2018Annual

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Pull out the substance of this filing.

What was filed

  • 108

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Quicken Loans

As filed

Fort Bliss Federal Credit Union accounts — Interest

First American Bank accounts — None

Rental property #1, Las Cruces, NM purchase 2000-5125,000 — Rent

Rental property #2, Las Cruces purchase 2008-5240.000 — Reat

Time share property, San Diego, Ca, purchase 2005-55,0000 — None

AB Intermediate Diversified Municipal — Int/Div

AT&T — Int/Div — Buy (add'l)

Abbott Laboratones — Int/Div

Accenture PIC — None

Alps Alerian Mip ETF — None — Sold

Altria Group Inc — Int/Div

Amencan Fund Fundamental — Int/Div

American Fund High Income — Int/Div

Apple Inc — Int/Div

Arthur J. Gallagher & Co — Int/Div

BB& T Comp — Int/Div

BCE Inc — Int/Div

Beckton Dickinson & Co. — Int/Div

Blackrock Equity — Int/Div

Blackrock National Municipal — Int/Div

Amencan Fund Tax Exempt Bond — Int/Div

CBA Aggressive Growth — Int/Div

Chevron Corporation — Int/Div

Cisco Systems Inc — Int/Div

Coca Cola Company — Int/Div

Colgate-Palmolive — Int/Div

CVS Health Corp — None

Deere & Co — None

Diageo Plc — Int/Div

Eversource Energy — Int/Div

Exxon Mobile Corp — Int/Div

Franklin Fed Int-Term T/F Inc — Int/Div

Franklin Mutual Global Disc — Int/Div

Genuine Parts Co. — Int/Div

Harbor Capital Appreciation — Int/Div

Hartford Dividend and Growth — Int/Div

IBM Corp — None

Minois TITW — Int/Div — Buy

Minois TITW — Buy (add'l)

Intel Corporation — Int/Div — Sold (part)

Invesco Comstock — Int/Div

Invesco International Growth — Int/Div

shares Interm Credit — None — Sold

shares MBS ETF Iv — None — Buy (add'l)

shares MBS ETF Iv — Buy (add'l)

shares MBS ETF Iv — Buy (add'l)

shares MSC Eafe Value — Int/Div

shares 1-3 Year Credit — None — Sold

JH Disciplined Value Mid Cap — Int/Div

Johnson & Johnson — Int/Div

JP Morgan Chase & Co — Int/Div

Kinder Morgan, Inc — None — Buy

Leggett & Platt Inc — None

Lockheed Martin Corp — None

Lowes Companies Inc — Int/Div

MFS Growth Fund — Int/Div

Microsoft Corp — Int/Div

Nestle SA — Int/Div

Novartis AG — Int/Div

Occidental Petrol Co — Int/Div

Ommcom Group Ine — None

Oracle Corporation — None

Parker-Hamnifin Corp — None

Pfizer Incorporated — Int/Div

Philip Morris Intl — Int/Div — Buy (add'l)

PPG Industries Inc — Int/Div — Sold (part)

Proctor & Gamble — Int/Div

Prudential Jennison Mid Cap — Int/Div

Raytheon Company — Int/Div

Spdr Blmbrg Brely — None — Buy (add'l)

Spdr Blmbrg Brely — Sold (part)

Spdr Blmbrg Brely — Sold (part)

Spdr Intrmdt Trm Corp — Int/Div — Buy

Spdr Intrmdt Trm Corp — Buy (add'l)

Spdr Intrmdt Trm Corp — Buy (add'l)

Spdr Intrmdt Trm Corp — Buy (add'l)

Spdr Short Term Corp — Int/Div — Buy

Spdr Short Term Corp — Sold (part)

Spdr Short Term Corp — Buy (add'l)

Spdr Short Term (Treas) — Int/Div — Buy (add'l)

Spdr Short Term (Treas) — Sold (part)

Spdr Short Term (Treas) — Buy (add'l)

Starbucks Corp — None

T Rowe Price Group — Int/Div — Sold (part)

T Rowe Price Group — Sold (part)

T Rowe Price Group — Sold (part)

T Rowe Price Group — Sold

Texas Instruments — Int/Div — Sold (part)

Thomburg Limited Term Muni — None

TIX Companies Inc — istmbution

United Technologies — Int/Div

Vanguard FTSE Dev. Mkts — None

Vanguard Small Cap Growth ETF — Int/Div

Vanguard Intermediate — None — Sold (part)

Vanguard Intermediate — Sold (part)

Vanguard Intermediate — Sold

Vanguard Small Cap Value — None

Verizon Communicatn — Int/Div

VF Corporation — Int/Div

Wal-Mart — Int/Div — Buy

Wal-Mart — Buy (add'l)

Wal-Mart — Buy (add'l)

Wal-Mart — Buy (add'l)

Watso lnc — Int/Div

Wells Fargo Bk NA — Int/Div

Wells Fargo SH Term Mun Bd converted toWells Fargo S/T Mun Bond CIA) — None

Williams Companies — Int/Div — Buy

IM Company — Int/Div

Agreement — 2018 — Carmen E. Garza, Single Investment Account from former self employment

Agreement — 2018 — Carmen E. Garza, Traditional Individual Retirement Account from former self employment

Liability — Quicken Loans — mortgage on real property (rental #2)

On my last report indicated that | sold all of JH Disc. Value on 3/3/17. T only sold a part. The date of sale and the value code are correct

On my last report | indicated that | sold all of MFS Growth on 3/3/17. 1 only sold a part. The date of sale and the value code are correct.

On my last report 1 indicated that I sold all of Prud. Jennison on 3/3/17. 1 only sold a part, The date of sale and the value code are correct,

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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