Karen LeCraft Henderson

2008

Ask Donna

Pull out the substance of this filing.

What was filed

  • 165

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • VIII

As filed

Wachovia Bank Acccount — Interest

Suntrust Bank Checking Account — Interest

Suntrust Bank Investment Account — Int/Div

Allis Chalmers Energy Inc.: Common — None

Citigroup Account Contains:

Smith Bamey Cash Accounts — Interest

AT&TInc.: Common — Int/Div

Alcatel-Lucent: Common — None

NCR Corp: Common — None

Teradata Corp: Common — None

LSI Corporation: Common — None

International Business Machines: Comm on — Int/Div

IRA CD: Wachovia Bank — Interest

IRA: Citigroup Contains:

AT&T Inc.: Common — Int/Div

Citigroup Inc.: Common — Int/Div

Alcatel-Lucent; Common — Int/Div

Intl Business Machines Corp.: Common — Int/Div

NCR Corp.: Common — None

Teradata Corp: Common — None

Citigroup Cash Accounts — Interest

LSI Corporation: Common — None

Traveler's Companies: Common — Int/Div

Merrill Lynch Account Contains:

Federal Signal Corp.: Common — Int/Div

Schlumberger Ltd: Common — Int/Div

CD: Banco Pop Puerto Rico — None — Buy

CD: GE Capital Financial, Inc — None — Buy

CD: Bank of Baroda, NY — None — Buy

CD: Capmark Bank — None — Buy

CD: Capital One Bank — None — Buy

CD: Capital One NA McLean — None — Buy

CD: Wilmington Tr Co Del — Interest — Buy

CD: Wilmington Tr Co Del — Sold

CD: Coastal Bank — Interest — Buy

CD: Coastal Bank — Sold

CD: Bank of Oklahoma, NA — Interest — Buy

CD: Bank of Oklahoma, NA — Sold

South Carolina State Hwy 4.6% — Interest — Redeemed

South Carolina Transn Infra 5.25% — Interest

Horry County SC School District Series A 5.0% — Interest — Redeemed

Rock Hill SC Util Sys RV 4.4% — Interest

Piedmont Muncipal Power Agency SC 5.2 5% — Interest

North Charleston SC Cop Imp-Coliseum RF OID 5.0% — Interest — Redeemed

Marlboro Cnty SC SD Rf Sch 2.9% — Interest — Redeemed

Lexington Cnty SC SD #001 3.0% — Interest — Redeemed

Spartanburg SC Pub Facs Corp 4.0% — Interest — Redeemed

South Carolina St Hwy 4.6% — None — Redeemed

Easley SC Util Rev Comb 4.0% — Interest — Redeemed

Laurens Co SC Witswc WDSR 3.0% — Interest

Berkeley Cnty SC Sch Dist. 5.75% — Interest

SC Transn Infrastr Rev 5.0% — Interest

SC Jobs-EDA Hsp Fcs 5.0% — Interest

Berkeley Co SC Sch Dist 4.7% — Interest — Redeemed

Beaufort Cnty SC OID 2.875% — Interest

South Carolina St Hwy 5.0% — Interest

South Carolina St Hwy 5.0% — Interest

South Carolina Transn Infra Ser 5.1% — Interest

Mount Pleasant SC Wir & Sewer 3.5% — Interest — Redeemed

California ST Economic 5.75% — None — Buy

Clemson University, SC 4.0% — None — Buy

New York, NYC Tran Fin 5.5% — Interest — Buy

New York, NY 6.0% — Interest — Buy

Florida St Dept Transn 5.0% — None — Buy

South Dakota St Bldg 5.0% — Interest — Buy

Halliburton Co.: Common — Int/Div

Transocean Inc.: Common — None

Merrill Lynch Cash Accounts — Interest

Delhaize Group Spons Adr: Common — Int/Div

El Paso Corporation: Common — Int/Div

Valhi Inc.: Common — Int/Div

Titanium Metals Corp. — Int/Div

DirecTV Group Inc.: Common — None

News Corp Ltd: Common — Int/Div

Allstate Corp: Common — Int/Div

Morgan Stanley: Common — Int/Div

Discover Financial Services: Common — Int/Div

Chevron Corp: Common — None — Buy

Marathon Oil Corp: Common — Int/Div — Buy

Merrill Lynch IRA Contains:

AT&T, Inc.: Common — Int/Div

Alcatel-Lucent;: Common — None

LSI Corporation: Common — None

Marathon Oil Corp: Common — Int/Div — Buy

Merill Lynch Cash Accounts — Interest

Wachovia Rollover IRA Contains:

Evergreen Prime Cash Fund — Interest — Sold

Wachovia PT Money Market Fund — Interest — Buy

United States Treasury Bills Due 01/08/ 2009 — None — Buy

The Black & Decker Corp.: Common — Int/Div

Bank America Corp.: Common — Int/Div

The Boeing Co.: Common — Int/Div

Campbell Soup Co.: Common — Int/Div

Colgate-Palmolive Co.: Common — Int/Div

Genereal Electric Co.: Common — Int/Div

The Goodyear Tire & Rubber Co.:Common — None

IBM Corp.: Common — Int/Div

Exxon-Mobil Corp.: Common — Int/Div

El Paso Energy: Common — Int/Div

Pfizer Co.: Common — Int/Div

Solutia Inc.: Common — None

Marathon Group: Common — Int/Div

Monsanto: Common — Int/Div

Chevron Corporation: Common — Int/Div

Weyerhaeuser Co.: Common — Int/Div

US Steel Group: Common — Int/Div

Springtree Associates Partnership: 1% Inte rest — Rent

Wachovia Bank Accounts: — Interest

First Citizens Bank Account — Interest — Open

CD: Bank of America — Interest — Redeemed

CD: Carolina First — Interest

CD: NBSC — Interest

CD: South Carolina Bank & Trust — Interest — Buy

CD: First Citizens Bank — Interest — Buy

CD: BB&T — Interest — Buy

Minnesota Mutual Life Insurance Policy — Int/Div

John Hancock Life Insurance Policy — Int/Div

Merrill Lynch SEP Contains:

Merrill Lynch SEP Cash Accounts — Int/Div

Chevron Corp: Common — Int/Div

American Growth Fund of America — Int/Div

American Euro Pacific Growth Fund — Int/Div

Thomburg International Value Fund — Int/Div

Wachovia Bank Trust Contains:

Artio Intl Equity Fund — None — Buy

Dodge & Cox International Stock Fund — Int/Div — Buy

Evergreen Equity Tr Intrinsic Value Fund — None — Buy

Golden Large Core Value Fund — None — Buy

Goldman Sachs Growth Opportunity Func — None — Buy

Goldman Sachs Large Cap Value Fund — None — Buy

ING Intemational Real Estate Unit — None — Buy

Janus Advisor Perkins Mid Cap Fund — Int/Div — Buy

Royce Value Plus Fund — None — Buy

SSGA Emerging Markets Fund — None — Buy

Wells Fargo Advantage Endeavor Select Fund — None — Buy

Nuveen Funds Ltd Trm Muni Fund — Int/Div — Buy

Nuveen Funds Ltd Trm Muni Fund — Sold (part)

Vanguard Intermediate-Term Tax-Exempt Fund — None — Buy

Vanguard Intermediate-Term Tax-Exempt Fund — Sold (part)

Lazard Emerging Markets Fund — Int/Div — Buy

Lazard Emerging Markets Fund — Sold

Evergreen Enhanced S&P 500 Fund — Int/Div — Sold

Evergreen International Equity — Int/Div — Sold

Golden Small Core Value — None — Buy (add'l)

LeggMason Partners Aggressive Growth Fund — None — Sold

Morgan Stanley Institutional Fund — Int/Div — Sold

Pimco Commodity Real Return Strategy Fund — Int/Div — Sold (part)

Rowe T. Price Real Estate Fund — Int/Div — Buy

Touchstone Mid Cap Fund — None — Sold

Evergreen International Bond Fund — Int/Div — Sold (part)

Evergreen SC Municipal Bond Fund — Int/Div — with line 153) — VIII

Evergreen Municipal Bond Fund — Int/Div — with line 152) — VIII

Evergreen Municipal Bond Fund — Sold

Nuveen Funds High Yield Muni Fund — Int/Div — Buy

Pimco Emerging Markets Bond Fund — Int/Div — Sold (part)

Pimco Emerging Markets Bond Fund — Sold (part)

Pimco Foreign Bond Fund — Int/Div — Sold (part)

Evergreen Intermediate Municipal Bond Fund — None — Buy

Evergreen Intermediate Municipal Bond Fund — Sold (part)

Dreyfus Tax Exempt Cash Management Fund — Interest

Wachovia Brokerage Account Contains:

US Treasury Bill Due 09/18/08 — Interest — Buy

US Treasury Bill Due 09/18/08 — Redeemed

US Treasury Bill Due 03/19/09 — None — Buy

US Treasury Bill Due 03/20/08 — Interest — Redeemed

Page 12, Line 152 & 153: The Evergreen SC Municipal Bond Fund merged with the Evergreen Municipal Bond Fund on 04/14/2008. The merged fund will be

called the Evergreen Municipal Bond Fund.

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.