Julie E. Carnes

What was filed

306
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

a self-employed; partner in law firm
Pn part-time employee; University System of Georgia

As filed

Associated Credit Union cash acct — Interest

SunTrust Bank cash acct — Interest

Trust #1

Suntrust Bank cash acc't — Interest

Northwestern Mutual whole life insurance — Int/Div

Wells Fargo Bank cash acct — Interest

Capital One 360 cash acc't — Interest

Prudential Life Insurance Company Annuity — Int/Div

Athens GA Hsg Auth Rev UGARFDG East Campus 12/1/24 — Interest

Clayton Caty GA Dev Auth Rev Tuff Archives RF 07/01/2025 — Interest

Fulton Cnty GA Dev Auth Rev Catholic B 11182023 — Interest

Gainesville-Hall Cnty GA HSPRV Northeast B RF 02/15/2045 — Interest

GEORGIA MUN GAS AUTH GAS REV TOCCOA PROJ DUE 601720 — Interest

Liberty Co. GA Hosp Auth Maty 08012014 — Interest — Redeemed

Gwinnett Co. GA Wir & Swr Maty 08012015 — Interest

GA ST Hsg&Fin AU Single Fam Mig Sr. A Subst A 2. AMT due 6/1/16 — Interest

Fayette Co. GA Sch DT Maty: 03/01/2017 — Interest

Cobb Cnty GA Dev Auth Rev Ser A CIFG due 715/17 — Interest

Gamesville GA Wir & Sew Rev Maty 11/152017 — Interest

Tampa FLA Health Sys Rev Baycare Health RF 11/15.2023 — Interest

Schwab Money Market Fund cash acct — Interest

Bestbank cash acct — Interest — Closed

Memill Lynch Bank cash acct — Interest

BB&T Bank cash acct — Interest — Closed

Kentucky ST PPTY & BLDGS Nov 01/18 — Interest

JEA FLA ELEC SYS REV SUB-SER SER B B RF Maty: 10/1/22 — Interest

Phoenix AZ Ser A Maty: 7/01/21 — Interest

Pennsylvania ST First Ser A Nov 01/17 — Interest

Mame Mun Bd Bk Lt Ser C Nov 01/17 — Interest

Ohio ST Major New ST Infrastructure PJ Rev Jun 15/16 — Interest

Washington Cnty Ore. CLEAN WTR SVCS SEW REV A Maty: 10/1/19 — Int/Div

The Endowment Registered Fund LP — Int/Div — Sold (part)

The Endowment Registered Fund LP — Sold

AMERICAN CAPITAL INCOME BUILDER FD CL F2 (CAIFX) — Int/Div — Buy

AMERICAN CAPITAL INCOME BUILDER FD CL F2 (CAIFX) — Buy (add'l)

AMERICAN FUNDS INCOME FUND OF AMERICA CL F2 (AMEFX) — Int/Div — Buy

AMERICAN FUNDS INCOME FUND OF AMERICA CL F2 (AMEFX) — Buy (add'l)

DWS RREEF GLOBAL INFRAST SEC FUND CL S(TOLSX) — Int/Div — Sold

EATON VANCE RCHRD BRSTN EQUITY STRATGY FD (ERBIX) — Int/Div — Buy (add'l)

Pimco Unconstrained Bond Fund CL P (PUCPX) — Int/Div — Sold

Blackrock Global Allocation FD INC INSTL (IMALOX) — Int/Div

Blackrock Multi Asset INCOME PORTFOLIO INSTL (BHCX) — Int/Div — Buy (add'l)

Blackrock Multi Asset INCOME PORTFOLIO INSTL (BHCX) — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSIIX) — Int/Div

GOLDMAN SACHS SATELLITE STRATEGIES PORT FD HIGXSIX) — Int/Div — Sold (part)

ISHARES MSCI EAFE INDEX FUND (EFA) — Int/Div — Buy (add'l)

ISHARES MSCI EAFE INDEX FUND (EFA) — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUND CL H(TIBIX) — Int/Div — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUND CL H(TIBIX) — Buy (add'l)

VANGUARD VALLE ETF(VTY) — Int/Div — Buy (add'l)

VANGUARD VALLE ETF(VTY) — Buy (add'l)

Goldman Sachs Strategic Income Fund CL (GSZIX) — Int/Div

Ishares Select Divid Index FD (DVY) — Int/Div — Buy (add'l)

Ishares Select Divid Index FD (DVY) — Buy (add'l)

ISHARES S&P 100 (OEF) — Int/Div — Buy (add'l)

ISHARES S&P 100 (OEF) — Buy (add'l)

JP Morgan Income Builder Fund CL Select UNBSX) — Int/Div — Buy (add'l)

JP Morgan Income Builder Fund CL Select UNBSX) — Buy (add'l)

JP Morgan Strategic Income OPP Fund JSOSX) — Int/Div — Buy (add'l)

JP Morgan Strategic Income OPP Fund JSOSX) — Buy (add'l)

Pimco Income Fund CL P (PONPX) — Int/Div — Buy (add'l)

Pimco Income Fund CL P (PONPX) — Sold

PRUDENTIAL SHORT DUR HIGH YLD INCOME FD CL Z (HYSZX) — Int/Div — Buy (add'l)

Thomburg Limited Term Municipal Fund CL HILTMIX) — Int/Div

TRANSAMERICA GLOBAL EQUITY FUND CL H{TMUIX) — Int/Div — Buy

Transamerica MLP & Energy Income Fund CL 1(TMLPX) — Int/Div — Buy (add'l)

Transamerica MLP & Energy Income Fund CL 1(TMLPX) — Buy (add'l)

Blackrock Eqty Dividend Fund Inst] (IMADVX) — Int/Div

Frunklin Rising Dividends FD (FRDAX) — Int/Div — Sold (part)

Franklin Income FD ADV Class (FRIAX) — Int/Div

Loomis Sayles Strategic Inc FD (NEZYX) — Int/Div

Templeton GLBL Bond FD ADV CL (TGBAX) — Int/Div — Sold

SPDR INDEX SHS FDS (FEZ) — Int/Div — Buy (add'l)

SPDR INDEX SHS FDS (FEZ) — Buy (add'l)

JEA FLA Wir & Swr 5% 21 REV DUE 10501721 — Interest

Minnesota PUB FACS 5% 20 REV DUE 03/0120 — Interest

Minnesota ST 4% 18GO UTX DUE 080118 — Interest

New York NY 5% 15GO UTX DUE 11/01/15 — Interest — Redeemed

Ohio State 5% 14GO DUE 11/01/14 — Interest — Redeemed

Texas ST 5% 19GO DUE 10/01/19 — Interest

Washington St 5.0% 16 EXIT DB DUE 0701/16 — Interest

AMERICAN CENTURY MID CAP VALUE FD INV CL (ACMVX) — Int/Div

American Century Inflation ADJ BD INV (ACITX) — Int/Div

BAIRD AGGREGATE BOND INST (BAGIX) — Int/Div — Buy

BAIRD AGGREGATE BOND INST (BAGIX) — Buy (add'l)

BARON SMALL CAP FUND (BSCFX) — Int/Div

BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Int/Div

COLUMBIA CONTRARIAN CORE FD CL Z (SMGSZ) — Int/Div

EGSHARES ETF EMERGING MARKETS (ECON) — Int/Div

FEDERATED SHORT INTERMEDIATE DURATION MUNI TR INST (FSHIX) — Int/Div — Buy

FEDERATED SHORT INTERMEDIATE DURATION MUNI TR INST (FSHIX) — Buy (add'l)

FEDERATED TOTAL RETURN BOND FDINSTCL(FTRBX) — Int/Div

FIDELITY CONTRA FUND (FONTX) — Int/Div

FRANKLIN GROWTH FUND ADV CL (FCGAX) — Int/Div

GLOBAL X ETF NEXT EMERGING & FRONTIER (EMFM) — Int/Div — Buy

HARBOR INTERNATIONAL FUND INST CL (HAINX) — Int/Div

ISHARES ETF AAA-A RATED CORPORATE (QLTA) — Int/Div

ISHARES S&P U S PFD FUND S&P U S PFD STK INDEX FD (PFF) — Int/Div

ISHARES Core Total U.S. Bond Mkt ETRHAGG)Y — Int/Div

ISHARES TR BOND 1-3 YEAR CREDIT BOND ETF (CS) — Int/Div — Buy (add'l)

ISHARES TR BOND 1-3 YEAR CREDIT BOND ETF (CS) — Sold (part)

ISHARES TR BOND 1-3 YEAR CREDIT BOND ETF (CS) — Buy (add'l)

ISHARES GOLD TRUST (IAL) — Int/Div

ISHARES MSCI HONG KONG INDEX FUND (EWH) — Int/Div — Buy

ISHARES MSC INDIA ETF (INDA) — Int/Div — Buy

ISHARES MSC UNITED KINGDOM INDX FD (EWU) — Int/Div — Sold

ISHARES MSC1 GERMANY INDEX FUND (EWG) — Int/Div — Sold (part)

ISHARES MSC1 GERMANY INDEX FUND (EWG) — Sold (part)

ISHARES TR BARCLAYS 7-10 YR TREAS.BOND FD (IEF) — Int/Div — Buy (add'l)

ISHARES TR BARCLAYS 7-10 YR TREAS.BOND FD (IEF) — Buy (add'l)

ISHARES TR BARCLAYS TIPS BOND FUND (TIP) — Int/Div — Buy (add'l)

ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND (TWM) — Int/Div — Sold (part)

LORD ABBETT SHORT DUR INCOME FD CL A (LALDX) formerly LALSZ) — Int/Div

Lord Abbett Multi Asset Income Fund (LIGFX) — Int/Div — Buy

Lord Abbett Multi Asset Income Fund (LIGFX) — Buy (add'l)

METROPOLITAN WEST TOTAL RETURN BONDM (MWTRX) — Int/Div — Buy (add'l)

OAKMARK INT'L FUND (OAKIX) — Int/Div — Buy (add'l)

OAKMARK INT'L FUND (OAKIX) — Buy (add'l)

OPPENHEIMER EQUITY INCM FD CL A (OCV3IZ) — Int/Div

OPPENHEIMER DEVELOPING MKTS FD CL Y(ODVYX) — Int/Div

PIMCO ETF 0-5 YR HIGH YIELD CORP (HYS) — Int/Div — Buy (add'l)

PIMCO ETF 0-5 YR HIGH YIELD CORP (HYS) — Buy (add'l)

PIMCO ETF 0-5 YR HIGH YIELD CORP (HYS) — Sold (part)

PIMCO FOREIGN BOND FD UNHEDGED CL D(PFBDX) — Int/Div

POWERSHS DB COMMDTY INDX (DBC) — Int/Div — Buy (add'l)

POWERSHS DB COMMDTY INDX (DBC) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Int/Div — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Sold (part)

POWERSHS QQQ TRUST SER 1 (QQ) — Int/Div — Sold (part)

POWERSHS QQQ TRUST SER 1 (QQ) — Buy (add'l)

POWERSHS QQQ TRUST SER 1 (QQ) — Sold (part)

SENTINEL SMALL COMPANY (SIGWX) — Int/Div

SPDR BARCLAYS CAP ETF SHORT TERM CORPORATE (SCPB) — Int/Div — Buy (add'l)

SPDR S&P 500 ETF TR EXPIRING 017222118 (SPY) — Int/Div — Sold (part)

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Int/Div — Sold

SPDR S&P Dividend ETF (SDY) — Int/Div

Parnassus Equity Income Fund Investor SH (PRBLX) — Int/Div

Manning & Napier World Oppty A (EXWAX) — Int/Div

Schwab S&P S00 Index FD (SWPPX) — Int/Div — Buy (add'l)

Schwab S&P S00 Index FD (SWPPX) — Buy (add'l)

Scout Intl FD (UMBWX) — Int/Div

Vanguard Growth ETF (VUG) — Int/Div — Buy (add'l)

Vanguard Growth ETF (VUG) — Buy (add'l)

TCW TOTAL RETURN BOND FUND CLASS (TGLMX) — Int/Div

VANGUARD INTL EQTY ETF GLOBAL EX-US REAL ESTATE (VNOQI) — Int/Div — Buy (add'l)

VANGUARD EQUITY INCOME FD INVESTOR SHRS (VEIPX) — Int/Div

VANGUARD REIT (VNQ) — Int/Div — Buy (add'l)

VANGUARD SMALL CAP VALUE (VBR) — Int/Div

VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Int/Div

VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Sold (part)

VANGUARD DIV APPRECIATION (VIG) — Int/Div — Sold (part)

VANGUARD DIV APPRECIATION (VIG) — Buy (add'l)

VANGUARD MSCI FTSE Developed Markets ETF (VEA) — Int/Div — Buy (add'l)

VANGUARD MSCI FISE EMERGING MARKETS ETF (VWO) — Int/Div

VANGUARD TOTAL STOCK MKT (VT — Int/Div — Sold (part)

WESTERN ASSET CORE PLUS BD FD (WACPX) — Int/Div

WISDOMTREE ASIA ETF LOCAL DEBT FUND (ALD) — Int/Div — Sold (part)

WISDOMTREE DIVIDEND EX FINANCIALS FUND (DTN) — Int/Div

WISDOMTREE JAPAN HEDGED EQUITY FUND (DX) — Int/Div — Sold (part)

WISDOMTREE JAPAN HEDGED EQUITY FUND (DX) — Sold

WISDOMTREE TRUST BRAZILIAN REAL FUND (BZF) — Int/Div — Sold

GENL ELEC CAP CP 5.1%15 INTERNOTE DUE 08/15/15 — Interest

PRINCIPAL LIFE 5.1014 NOTES DUE 04/15/14 — Interest — Redeemed

VERIZON GLOBAL 4.9%15 BONDS DUE 09/15/15 CALLABLE — Interest — Redeemed

LOEWS CORP 5.25%16 NOTES DUE 0315816 — Interest

STATE BK INDIA CD DUE 06/22/17 — Interest

AMERICAN MUN PWR REV DUE 02/1523 — Interest — Redeemed

CHARLESTON CO SC EDL EXCE S923REV DUE 1201/23 — Interest

DALLAS FORT WORTH REV DUE 11/01/22 — Interest

LOS ANGELES CALIF GO U/LTX DUE 07201117 — Interest

HOUSTON TEX INDPT 5%23GO LTX DUE 02/15/23 — Interest

NCSTLTD OBG REV 5% $/172028 — Interest — Buy

New Jersey Turnpike NJ REV 5% 1/1/25 — Interest — Buy

NEW YORK NY CITY 5%I17REV DUE 06/1517 — Interest

PENNSYLVANIA ST 5%20GO UTX DUE 07/0120 — Interest

SAN FRANCISCO CALIF REV DUE 05/0121 — Interest

SAN FRANCISCO CALIF GO U/LTX DUE 06/1524 — Interest

Univ Cincinnati OH REV 5% 6/1/23 — Interest — Buy

VIRGINIA ST PUB SCH 5%17GO DUE 0801117 — Interest

WASHINGTON ST FOR 5%19GO LTX DUE OTOII/19 — Interest

WISCONSIN ST TRANSN 5%24REV DUE 07/0124 — Interest

King & Spalding LLP Cash Balance Plan — Int/Div

Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Int/Div — Buy (add'l)

Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Buy (add'l)

Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — put)

Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Buy (add'l)

Allianz GI FIXED INCOME SHARES SERIES M (FXIMX) — Int/Div — Buy (add'l)

Allianz GI FIXED INCOME SHARES SERIES M (FXIMX) — Buy (add'l)

FHLMC mmm 5% 40 due 07/01/40 — Interest — Buy

FHLMC mmm 3.5% 44 Due 11/1/44 — Interest — Buy

FHLMC mmm 4.5% 41 DUE 07/01/41 — Interest

FHLMC [mmm 3% 43 DUE 04/01/43 — Interest — Sold

FNMA PL mmm 4.5% 40 DUE 05/01/40 — Interest

FNMA PL mmm 5% 36 DUE 06/01/36 — Interest

FNMA PL mmm 3.5% 43 Due 5/01/43 — Interest — Buy

FMNA PL mmm 4% 41 Due 2/01/41 — Interest — Buy

FMNA PL mmm 4% 41 Due 2/01/41 — Sold

FNMA P! mmm 4.5% 41 Due 3/01/41 — Interest — Buy

FNMA PL mmm 4% 41 Due 11/01/41 — Interest — Buy

FNMA PL mmm 4% 41 Due 11/01/41 — Sold

FNMA PL mmm 4% 41 Due 12/01/41 — Interest — Buy

FNMA PL mmm 4% 41 Due 12/01/41 — Sold

FNMA PL mmm 5% 40 DUE 05/01/40 — Interest

FNMA PL mmm 4% 42 DUE 05/01/42 — Interest — Sold (part)

FNMA PL mmm 4% 42 DUE 05/01/42 — Sold

FNMA PL mmm 3% 43 DUE 02/01/43 — Interest — Sold

FNMA PL Sma 3.5% 42 DUE 09/01/42 — Interest

FNMA PL mmm 3.5% 43 DUE 06/01/43 — Interest

FNMA P) mmm 4% 43 due 06/01/43 — Interest — Buy

FNMA P) mmm 4% 43 due 06/01/43 — Sold

FNMA PL mmm 4% 43 DUE 08/01/43 — Interest — Sold

FNMA PL mmm 3.5% 43 DUE 10/01/43 — Interest

FNMA PL mmm 4.5% 43 Due 12/01/43 — Interest — Buy

FNMA PL JR 4.5% 44 Due 3/01/44 — Interest — Buy

US TREASURY NT 1.125% 12/19 DUE 1231/19 — Interest — Buy (add'l)

US TREASURY NT 1.125% 12/19 DUE 1231/19 — Sold (part)

US TREASURY NT 1.125% 12/19 DUE 1231/19 — Sold

US TREASURY NT 2.375% 8/24 DUE 08/1524 — Interest — Buy

US TREASURY NT (1.75% 1/17 DUE 15/17 — Interest — Buy

US TREASURY NT (1.75% 1/17 DUE 15/17 — Buy (add'l)

US TREASURY NT (1.75% 1/17 DUE 15/17 — Sold

US TREASURY NT 0.75% 10/17 DUE win — Interest — Buy (add'l)

US TREASURY NT 0.75% 10/17 DUE win — Sold (part)

US TREASURY NT 0.75% 10/17 DUE win — a

US TREASURY NT 0.75% 10/17 DUE win — Buy (add'l)

US TREASURY 2%02/23 BOND DUE 02/15/23 — Interest — Sold

US TREASURY 2%11/21 BOND DUE 1171821 — Interest — Buy (add'l)

US TREASURY 2%11/21 BOND DUE 1171821 — Buy (add'l)

US TREASURY 3.125%08/44 BOND DUE 08/15/44 — Interest — Buy

US TREASURY NT 3.625% 2/21 DUE 02/1521 — Interest — Buy

US TREASURY NT 3.625% 2/21 DUE 02/1521 — Buy (add'l)

US TREASURY NT 1% 05/18 DUE 05/31/18 — Interest — Buy

US TREASURY NT 1% 05/18 DUE 05/31/18 — Buy (add'l)

US TREASURY NT 1% 05/18 DUE 05/31/18 — Sold (part)

US TREASURY NT 1% 05/18 DUE 05/31/18 — Sold

UST INFL IDX 0.125%07/22 DUE 07/1522 — Interest

USTINFL IDX 2.5% 01729 DUE 01/15/29 — Interest — Buy

USTINFL IDX 2.5% 01729 DUE 01/15/29 — Buy (add'l)

UST INFL IDX 2.375%01/25 DUE 01/1825 — Interest — Buy (add'l)

UST INFL IDX 2.375%01/25 DUE 01/1825 — Sold (part)

UST INFL IDX 2.375%01/25 DUE 01/1825 — Buy (add'l)

UST INFL IDX 2.375%01/25 DUE 01/1825 — Sold

Trust #2 (formerly Estate 21)

Wells Fargo cash acct — Interest

Atlanta Postal Credit Union cash acc't — Interest

Comerstone Bank cash acct — Interest

Coca-Cola common stock — Int/Div

Fidelity Bank cash acct — Interest — Open

SunTrust Bank cash acct — Interest — Open

Spouse's income — 2014 — a self-employed; partner in law firm

Spouse's income — 2014 — Pn part-time employee; University System of Georgia