Mark L. Carman

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

212
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income

Named parties

Flying Fox Properties, LLC
Charles Scwab Bank

As filed

Brokage Account #1

Schwab US Treasurey Fund (SWUXX) — Interest

3M Company (MMM) — Int/Div — Sold (part)

Abbott Laboratones (ABT) — Int/Div

Abbvie Inc (ABBV) — Int/Div — Sold (part)

Agilent Technologies Inc (A) — Int/Div

Air Products & Chemicals Inc (APD) — Int/Div — Sold (part)

Versum Materials Inc « (VSM) — Int/Div — Sold

Apple, Inc - (AAPL) — Int/Div — Sold (part)

AT&T Inc -(T) — Int/Div — Sold (part)

AT&T Inc -(T) — Sold (part)

AT&T Inc -(T) — Sold

Auto Data Processing (ADP) — Int/Div — Sold (part)

Auto Data Processing (ADP) — Sold (part)

Auto Data Processing (ADP) — Sold

BlackRock Inc (BLK) — Int/Div — Sold (part)

Coca Cola Company - (KO) — Int/Div — Sold

Danaher Corp (DHR) — Int/Div

Fortive Corp FTV) (Spin off Danaher) — Int/Div

Disney Walt Co - (DIS) — Int/Div

Ebay Inc - (EBAY) — Distribution

Equifax Inc (EFX) — Int/Div — Sold (part)

Equifax Inc (EFX) — Sold (part)

Express Scripts Holding Company (ESRX) — Int/Div — Sold (part)

Express Scripts Holding Company (ESRX) — Sold

Exxon Mobil Corporation (XOM) — Int/Div — Sold (part)

General Dynamics Corp (GD) — Int/Div — Sold (part)

Alphabet Inc C1 C « (GOOG) — Int/Div

Alphabet Inc CI A (GOOGL) — Int/Div — Sold (part)

Home Depot Inc (HD) — Int/Div — Sold (part)

JP Morgan Chase & Co (JPM) — Int/Div — Sold (part)

Kimbery-Clark Corp - (KMB) — Int/Div — Sold (part)

Microsoft Corp (MSFT) — Int/Div

NASDAQ Inc (NDAQ) — Int/Div — Sold (part)

NASDAQ Inc (NDAQ) — Sold (part)

Nike Inc Class B - (NKE) — Int/Div — Sold (part)

Ommicom Group Inc (OMC) — Int/Div — Sold (part)

Ommicom Group Inc (OMC) — Sold (part)

Ommicom Group Inc (OMC) — Sold

PayPal Holdings Inc (PYPL) — Int/Div

Lostco Wholesale (COST) — Int/Div

Amazon.com Inc - (AMZN) — Int/Div — Buy (add'l)

Fidelity National Information (FIS) — Int/Div — Buy (add'l)

Johnson Controls International (JCI) — Int/Div — Sold

Adient PLC (ADNT) — Int/Div

Procter & Gamble Co (PG) — Int/Div — Sold (part)

TIX Companies Inc (TJX) — Int/Div — Sold (part)

S10. — Sold (part)

Schlumberger LTD (SLB) — Int/Div — Sold (part)

Schlumberger LTD (SLB) — Sold (part)

Sherwm Wilhams Co (SHW) — Int/Div

Snap-On Inc (SNA) — Int/Div — Sold (part)

Stryker Corp (SYK) — Int/Div — Sold (part)

Stryker Corp (SYK) — Sold (part)

Wells Fargo & Co (WFC) — Int/Div — Sold (part)

Biogen (BIB) — Int/Div — Buy

Facebook (FB) — Int/Div — Buy

Lincoln Nat ({LNC) — Int/Div — Buy

Lincoln Nat ({LNC) — Buy (add'l)

Schwab Strategic Tr Emerging -Mkis Equity (SCHE) ETF - SCHE — Int/Div — Buy (add'l)

Schwab Strategic Tr Emerging -Mkis Equity (SCHE) ETF - SCHE — Sold (part)

iShares S&P Mid-Cap 400 Growth (JK) — Int/Div — Sold (part)

iShares S&P Mid-Cap 400 Growth (JK) — Sold (part)

1Q Hedge Multi-Strategy Tracker (QAI) — Int/Div — Sold (part)

1Q Hedge Multi-Strategy Tracker (QAI) — Sold (part)

SPDR S&P MidCap 400 (MDY) — Int/Div — Sold (part)

SPDR S&P MidCap 400 (MDY) — Sold (part)

iShares MSC Canada Index (EWC) — Int/Div — Sold (part)

iShares MSC Canada Index (EWC) — Sold (part)

iShares S&P SmallCap 600 Index - (UR) — Int/Div — Sold (part)

iShares S&P SmallCap 600 Index - (UR) — Sold (part)

Drichaus Emerging Markets Growth. (DREGX) — Int/Div — Sold (part)

Drichaus Emerging Markets Growth. (DREGX) — Sold (part)

Drichaus Emerging Markets Growth. (DREGX) — Sold

Vanguard Interm Term Tax-Exempt Admiral (VWIUX) — Int/Div — Sold (part)

Vanguard Interm Term Tax-Exempt Admiral (VWIUX) — Sold (part)

Vanguard High Yield Tax Exempt Fund (VWALX) — Int/Div — Buy

Vanguard High Yield Tax Exempt Fund (VWALX) — Sold (part)

Vanguard Ltd Term Tax Exempt Admiral (VMLUX) — Int/Div — Sold (part)

Vanguard Ltd Term Tax Exempt Admiral (VMLUX) — Sold (part)

Vanguard Ltd Term Tax Exempt Admiral (VMLUX) — Buy (add'l)

Vanguard REIT Index ETF (VNQ) — Int/Div — Sold (part)

Vanguard REIT Index ETF (VNQ) — Sold (part)

Vanguard REIT Index ETF (VNQ) — Sold

Vanguard Pacific Stock - (VPL) — Int/Div — Sold (part)

Vanguard Pacific Stock - (VPL) — Sold (part)

Schwab Internation] Equity <(SCHF) — Int/Div — Sold (part)

iShares Dow Jones US Oil < (1EO) — Int/Div — Buy (add'l)

iShares Dow Jones US Oil < (1EO) — Buy (add'l)

iShares Dow Jones US Oil < (1EO) — Sold (part)

Vangurad FTSE Europe (VGK) — Int/Div — Buy

Vangurad FTSE Europe (VGK) — Sold (part)

Real Estate Select (XLRE) — Int/Div — Buy

Driehaus Emrg Mkts Gwth (DIEMX) — Int/Div — Buy

TRUST #3

Schwab Money Market — Int/Div

iShares S&P S00 Growth Index - (IVW) — Int/Div — Buy (add'l)

iShares S&P S00 Growth Index - (IVW) — Buy (add'l)

iShares S&P S00 Growth Index - (IVW) — Sold (part)

iShares S&P Mid-Cap 400 Growth - (UK) — Int/Div

SPDR S&P MidCap 400 - (MDY) — Int/Div — Sold (part)

SPDR S&P MidCap 400 - (MDY) — Sold (part)

iShares S&P SmallCap 600 Growth ETF wn — Int/Div — Sold (part)

iShares S&P SmallCap 600 Index (UR) — Int/Div — Sold (part)

Vanguard FTSE Europe - (VGK) — Int/Div — Buy (add'l)

Vanguard FTSE Europe - (VGK) — Sold (part)

1Q Hedge Multi-Strategy Tracker - (QAI) — Int/Div — Sold (part)

iShares Core US Aggregate Bond - (AGG) — Int/Div

Vanguard Pacific Stock (VPL) — Int/Div — Buy (add'l)

Vanguard Pacific Stock (VPL) — Sold (part)

iShares S&P S00 Value (IVE) — Int/Div — Buy (add'l)

iShares S&P S00 Value (IVE) — Buy (add'l)

iShares S&P S00 Value (IVE) — Sold (part)

Schwab Strategic Tr Emerging MKts Equity - (SCHE) — Int/Div — Buy (add'l)

Schwab Strategic Tr Emerging MKts Equity - (SCHE) — Sold (part)

SPDR DoubleLine Total Return « (TOTL) — Int/Div

Thrivent Municpal Cond Fund-A — Int/Div

Thrivent Diversified Income Plus Fund A — Int/Div

Templeton Global Advisors Limited — Int/Div

Templeton Investiment Consel LLC — Int/Div

Pacific Life Insuarne Whole Life Policy — Interest

Brokerage Acct #2

Berkshire Hathaway — None — Sold (part)

Berkshire Hathaway — Sold

Schwab Cash — Interest

IRA #1

Microsoft — Int/Div

Schwab Cash — Interest

IRA #2

Schwab Money Market — Interest

iShares Barclarys Aggregate Bond (AGG) — Int/Div

iShares S&P 500 Citigroup Value Indes (IVE) — Int/Div — Buy (add'l)

iShares S&P S00 Growth Indes (1IVW) — Int/Div — Sold (part)

iShares S&P MidCap 400 Growth (JK) — Int/Div — Sold (part)

SPDR S&P MidCap 400 (MDY) — Int/Div — Sold (part)

iShares S&P SmallCap 600 (UT) — Int/Div

Vanguard Eurpoean Stock (VGK) — Int/Div

Vanguard Corp Bond (VCSH)

Vanguard REIT Index (VNQ) — Int/Div — Sold

1Q Hedge Multi-Strategy Trachker (QAI) — Int/Div

iShares S&P Small Cap Core (LIR) — Int/Div — Sold (part)

Vanguard Pacific Stock (VPL) — Int/Div

IRA #3

SPDR DoubleLimne Total Return (TOTL) — Int/Div

SPDR Barclays Capital Short Term High Yield (SINK) Bond - SINK — Int/Div

SPDR Utilities Select Sector - (XLU) — Int/Div

Guggenheim S&P 500 Equal Weight {RSP} — Int/Div

First Trust Dow Jones Internet Index {FDN) — Int/Div

SPDR Materials Select Sector - (XLB) — Int/Div

Vanguard Intermediate Term Corp Bond Index - (VCIT) — Int/Div

iShares 3-7 Year Treasury Bond (IED) — Int/Div

Vanguard Mortgagebacked Securities Index (VMBS) ETF - VMBS — Int/Div

Vanguard Market Neutral Investor (VMNFX) — Int/Div — Buy (add'l)

iShares S&P SmallCap 600 Growth ETF wun — Int/Div — Sold (part)

iShares MSC Canada Index - (EWC) — Int/Div — Buy (add'l)

iShares MSC Canada Index - (EWC) — Sold (part)

SPDR Energy Select Sector - {XLE) — Int/Div

Schwab Hedged Equity - (SWHEX) — Int/Div — Sold (part)

Guggenheim S&P 500 Equalwe Cons ETF «(RHS) — Int/Div — Sold

iShares S&P SmallCap 600 Index - (HR) — Int/Div

AQR Managed Futures Strategy N (AOMNX) — Int/Div — Sold (part)

SPDR Industrial Select Sector - (XLI) — Int/Div — Sold (part)

SPDR Health Care Select Sector - (XLV) — Int/Div — Sold (part)

Guggenheim S&P Equal Weight Financial “(RYF) — Int/Div — Sold

SPDR S&P MidCap 400 - (MDY) — Int/Div — Sold (part)

Vanguard Information Technology van — Int/Div — Sold (part)

1Q Hedge mult-Strategy (QAl) — Int/Div — Buy (add'l)

1Q Hedge mult-Strategy (QAl) — Sold (part)

iShares S&P Mid Cap (UK) — Int/Div — Sold (part)

Schwab Emerging Markets (SCHE) — Int/Div — Buy (add'l)

SPDR Fund Consumer (XLY) — Int/Div

Vanguard Telecommunications (VOX) — Int/Div

Vanguard FTSE Pacific (VPL) — Int/Div — Buy (add'l)

Vanguard REIT (VNQ) — Int/Div — Sold

iShares Floating RAte Bond (FLOT) — Int/Div — Buy

iShares NASDAQ BioTech (I1BB) — Int/Div — Buy

JPMRG Diversified Return (JPEM) — Int/Div — Buy

Index Merger (MNA) — Int/Div — Buy

Index Merger (MNA) — Buy (add'l)

Vanguard Europe (VGK) — Int/Div — Buy

SPDR Consumer Staples (XLP) — Int/Div — Buy

SPDR Consumer Staples (XLP) — Sold (part)

SPDR Real Estate Select (XLRE) — Int/Div — Buy

Flying Fox Properties, LLC

Checking Bank of Bozeman (X) — Interest

Chukker Creek (Aiken, SC) — Rent — Buy

L Quarter Circle LLC (Campbell County, WY) — None

Munager, Flying Fox Properties, LLC

Liability — Charles Scwab Bank — Pledged Asset Line of Credit

Section VII Line 163. This mvestment was incorrectly listed on the 2016 report as being in this account.

Section VII Line 211, $320,000 on June 30, 2017.

Section VII Line 212. This ranch property was inherited SEIN in 2015, It has not generated any income since then and 1 failed to list it in prior reports, |

realized this year that 1 probably should list it. Appraisal was obtained in 2014.

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.