Cameron McGowan Currie

2019

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What was filed

  • 57

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • See Note VII
  • Trust 2
  • Trust 4

As filed

Bank of America account — Interest

IRA account- lines 3-12 are all American Funds

Amcap FD CL A — Dividend

American Balanced FD CL A — Dividend

Capital Inc Bldg FD CL A — Dividend

Capital World Growth and Inc FD CL A — Dividend

Fundamental Investors FD CL A — Dividend

Growth Fund of America CL A — Dividend

Income FD of America CL — Dividend

Washington Mutual Investors FD CL A — Dividend

Europacific Growth FD CL A — Dividend

New Perspective Fund CL A — Dividend

Oppenheimer Steelpath Alpha FD CL C — Dividend

Stephens Inc Money Market Acct — Interest — See Note VII

Trust 4 - Lines 16-55 are all assets of this trust — See Note VII

Royal Bank of Canada — Dividend

Amcap Fund CL A - American Fund — Dividend

American Balanced FD CL A - American Fund — Dividend

Capital Income Bldrs FD CL A - American Fund — Dividend

Capital World Growth and Income FD CL A - American Fund — Dividend

Fundamental Investors FD - American Fund — Dividend

Growth Fund of America CL A - American Fund — Dividend

Income Fund of America CA A - American Fund — Dividend

Lot #2, Haywood Co., N.C. — None — See Note VII

New Perspective Fund Class F3 — Dividend — Buy

American Mutual Fund CL A - American Fund — Dividend

Stephens Inc Money Market Acct — Dividend — See Note VII

SC State Pub Svc Auth Rev Ref Santee Cooper Ser B — Interest

Spartanburg SC WTRWKS — Interest — Sold

Spartanburg Co Reg Health Svces Distr Inc Hosp Rev Rfdg - Ser A — Interest — Buy (add'l)

So Carolina St Transport Infrastruc Bank Rev Rfdg - Ser B — Interest

So Carolina St Public Svc Auth Rev Obligs SerA — Interest

Charleston SC SPL Source Revenue — Interest

Clg of Charleston SC Academic & Admin Facs — Interest

SC St Jobs - Econ Dev Auth Econ Dev Furman — Interest

Charleston SC Pub Facs Corp Installment Purchase Rev Ser A — Interest

Summerville SC Limited Oblig Ser A Revenue Bonds — Interest

Clemson SC Univ Revenues Athletic Facs- Ser B — Interest

Florence Cnty SC Accommodations Fee Revenue Bonds — Interest

So Carolina St Pub Svc Auth Rfdg Ser A Rev Bonds — Interest

Brookland Cayce SC Sch Dist #2 General Obligation Unltd — Interest

Florence SC Spl Oblig Ref-DwnTwn Redev Proj Area-Ser B Tax Allo — Interest

So Carolina St Transportn Infrastruc Bank Rev-Ser A — Interest

So Carolina St Jobs-Econ Dev Auth Econ Dev Rev Ref - Wofford Clg — Interest

So Carolina St Transptn Infrasctuc Bank Rev Ref Ser A Rev BDS ISR — Interest

Georgetown Cnty SC WTR & SWR D-Ref Rev Bonds OID — Interest

St Peters Parrish-Jasper Cnt Ref- CNTY Office Bldg Proj Rev Bond — Interest

Grand Strand SC WTR&SWR Auth Ref Rev Bonds OID — Interest

Clg of Charleston SC HGR Edu FAC Ref- Ser A Rev BDS — Interest

Anderson Cnty Sch Dist #5 Ref-SerB Gen Oblig Unltd — Interest

Spartanburg Cnty SCD Dist #2 - Gen Oblg Unltg — Interest

Anderson SC WTR&SWR SYS REV REF — Interest

Sullivan's Island SC Revenue Bonds — Interest

Clemson SC Univ Rev Ser A - Athletic FACS — Interest

Spartanburg SC REGL HLTH SCVS Dist Inc Hosp Rev Unrefunded Ref — Interest

Trust #2 - Line 57 is the only asset of this trust — See Note VII

Bank Of America Account — None

Trustee, Trust 2

Trustee, Trust 4

VII. A. 14. This account is used for the temporary deposit of interest, dividends, and proceeds from the sale of stocks and bonds and for the puchase of new or

additional stocks and bonds in my retirement assets account.

VII. A. 15. This trust was created January 9, 2015 in my name. It is a revocable trust and I am Trustee. The assets listed in lines 16-58 are in the Trust.

VII. A. 24. Lot #2, purchased in 2005 and held for investment. Appraisal value issued in 2019 is $185,300.

VII. A. 27. This account is used for the temporary deposit of interest, dividends, and proceeds from the sale of stocks and bonds and for the purchase of new or

additional stocks and bonds in Trust 4.

VII. A. 56. This Trust Account is a checking account in my name as Trustee of the Special Needs Trust for my family member. All amounts paid out are for the

support of the beneficiary of that Trust, a disabled family member.

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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