Carmen E. Garza
2018Annual
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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,
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