# Julie E. Carnes

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3007

## Record

- **Judge:** Julie E. Carnes
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 25

## Text

Estate #1
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 nsurance Company Annunity — 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
Fayette Co. GA Sch DT Maty: 03/01/2013 — Interest — Redeemed
Fulton Cnty GA Dev Auth Rev Catholic B 11/15.2023 — Interest
Gainesville-Hall Cnty GA HSPRV Northeast B RF 02/15/2045 — Interest
Lowndes Cnty GA Pub Fas Maty 06/01/2013 — Interest — Redeemed
Liberty Co. GA Hosp Auth Maty 08/01/2014 — Interest
Gwinnett Co. GA Wir & Swr Maty 08/01/2015 — 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 7/15/17 — Interest
Gamesville GA Wir & Sew Rev Maty 117152017 — Interest
Tampa FLA Health Sys Rev Baycare Health RF 11/15.2023 — Interest
Schwab Money Market Fund cash acct — Interest
Amencan Fund (AMCAP Fund) — Int/Div — Sold
American Fund (Washington Mutual Inv.) — Int/Div — Sold
American Fund (Capital World Bond Fund) — Int/Div — Sold
American Fund (Euro Pacific Growth Fund) — Int/Div — Sold
American Fund (Investment Co. of America) — Int/Div — Sold
American Fund (New Perspective Fund) — Int/Div — Sold
American Fund (New Economy Fund) — Int/Div — Sold
Value Line Premier Growth Fund (VALSX) — Int/Div — Sold
Bestbank cash acct — Interest
Memill Lynch Bank cash acct — Interest
BB&T Bank cash acct — Interest
Kentucky ST PPTY & BLDGS Nov 01/18 — Interest
JEA FLA ELEC SYS REV SUB-SER SER B B RF Marty: 10/1/22 — Interest
Phoenix AZ Ser A Maty: 7/01/21 — Interest
Pennsylvania ST First Ser A Nov 01/17 — Interest
Maine 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 (part)
The Endowment Registered Fund LP — Sold (part)
The Endowment Registered Fund LP — Sold (part)
ALPS ALERIAN MLP ETF (AML) — Int/Div — Buy
ALPS ALERIAN MLP ETF (AML) — Buy (add'l)
ALPS ALERIAN MLP ETF (AML) — Sold
DWS RREEF GLOBAL INFRAST SEC FUND CL S(TOLSX) — Int/Div — Buy
DWS RREEF GLOBAL INFRAST SEC FUND CL S(TOLSX) — Buy (add'l)
S10. — Buy (add'l)
EATON VANCE RCHRD BRSTN EQUITY STRATGY FD (ERBIX) — Int/Div — Buy
EATON VANCE RCHRD BRSTN EQUITY STRATGY FD (ERBIX) — Buy (add'l)
Pimco Unconstrained Bond Fund CL P — Int/Div
Blackrock Global Allocation FD INC INSTL (MALOX) — Int/Div — Buy (add'l)
Blackrock Global Allocation FD INC INSTL (MALOX) — Buy (add'l)
Blackrock Multi Asset INCOME PORTFOLIO INSTL (BHCX) — Int/Div — Buy (add'l)
Blackrock Multi Asset INCOME PORTFOLIO INSTL (BHCX) — Buy (add'l)
Blackrock Multi Asset INCOME PORTFOLIO INSTL (BHCX) — Buy (add'l)
Alpine Ultra Short Tax Optimized Income Fund — Int/Div — Sold
Goldman Sachs Strategic Income Fund CL (GSZIX) — Int/Div — Buy (add'l)
Goldman Sachs Strategic Income Fund CL (GSZIX) — Buy (add'l)
Goldman Sachs Strategic Income Fund CL (GSZIX) — Buy (add'l)
Goldman Sachs Strategic Income Fund CL (GSZIX) — Buy (add'l)
shares Select Divid Index FD (DVY) — Int/Div — Buy (add'l)
shares Select Divid Index FD (DVY) — Buy (add'l)
ISHARES S&P 100 (OEF) — Int/Div — Buy
ISHARES S&P 100 (OEF) — Buy (add'l)
ISHARES S&P 100 (OEF) — Buy (add'l)
ISHARES S&P 100 (OEF) — Buy (add'l)
JP Morgan Income Builder Fund CL Select (INBSX) — Int/Div — Buy
JP Morgan Income Builder Fund CL Select (INBSX) — Buy (add'l)
JP Morgan Strategic Income OPP Fund JSOSX) — Int/Div — Buy
Pimco All Asset All Authority Fund CL P (PAUPX) — Int/Div — Sold
Pimco Income Fund CL P (PONPX) — Int/Div
POWERSHARES CEF INCOME COMPOSITE PORTFOL (PCEF) — Int/Div — Buy
POWERSHARES CEF INCOME COMPOSITE PORTFOL (PCEF) — Buy (add'l)
POWERSHARES CEF INCOME COMPOSITE PORTFOL (PCEF) — Buy (add'l)
POWERSHARES CEF INCOME COMPOSITE PORTFOL (PCEF) — Buy (add'l)
POWERSHARES CEF INCOME COMPOSITE PORTFOL (PCEF) — Buy (add'l)
POWERSHARES CEF INCOME COMPOSITE PORTFOL (PCEF) — Sold
PRUDENTIAL SHORT DUR HIGH YLD INCOME FD CL Z (HYSZX) — Int/Div — Buy
Thomburg Limited Term Municipal Fund CLILTMIX) — Int/Div — Buy (add'l)
Thomburg Limited Term Municipal Fund CLILTMIX) — Sold (part)
Transamerica MLP & Energy Income Fund CL I(TMLPX) — Int/Div — Buy
Blackrock Eqgty Dividend Fund Inst] (IMADVX) — Int/Div — Sold (part)
Blackrock Eqgty Dividend Fund Inst] (IMADVX) — Buy (add'l)
Franklin Rising Dividends FD (FRDAX) — Int/Div — Sold (part)
Franklin Rising Dividends FD (FRDAX) — Buy (add'l)
Franklin Rising Dividends FD (FRDAX) — Sold (part)
Franklin Rising Dividends FD (FRDAX) — Buy (add'l)
Franklin Rising Dividends FD (FRDAX) — Buy (add'l)
Franklin Rising Dividends FD (FRDAX) — Buy (add'l)
Franklin Income FD ADV Class (FRIAX) — Int/Div — Buy (add'l)
Loomis Sayles Strategic Inc FD (NEZYX) — Int/Div — Buy (add'l)
Loomis Sayles Strategic Inc FD (NEZYX) — Buy (add'l)
Loomis Sayles Strategic Inc FD (NEZYX) — Buy (add'l)
Pimco Total Return Fund CL P (PTTPX) — Int/Div — Sold
Templeton GLBL Bond FD ADV CL (TGBAX) — Int/Div
SPDR INDEX SHS FDS (FEZ) — Int/Div — Buy (add'l)
SPDR INDEX SHS FDS (FEZ) — Buy (add'l)
SPDR INDEX SHS FDS (FEZ) — Buy (add'l)
SPDR INDEX SHS FDS (FEZ) — Buy (add'l)
SPDR S&P Dividend ETF (SDY) — Int/Div — Buy (add'l)
Parnassus Equity Income Fund Investor SH (PRBLX) — Int/Div — Buy (add'l)
Manning & Napier World Oppty A (EXWAX) — Int/Div
Schwab S&P S00 Index FD (SWPPX) — Int/Div — Sold (part)
Scout Intl FD (UMBWX) — Int/Div — Sold (part)
Vanguard Growth ETF (VUG) — Int/Div — Buy (add'l)
Vanguard Growth ETF (VUG) — Buy (add'l)
Vanguard Growth ETF (VUG) — Buy (add'l)
Chicago ILL Brd Ed 5% 16GO UTX DUE 12/01/16 — Interest — Sold
JEA FLA Wir & Swr 5% 21 REV DUE 10/01/21 — Interest
Minnesota PUB FACS 5% 20 REV DUE 03/0120 — Interest
Mimnesota ST 4% 18GO UTX DUE 08/01/18 — Interest
New York NY 5% 15GO UTX DUE 11/0118 — Interest
Ohio State 5% 14GO DUE 11/01/14 — Interest
Plano TEX INDPT SCH 5% 13GO UTX DUE 02/15/13 — Interest — Redeemed
Texas ST 5% 19GO DUE 1001/19 — Interest
Washington St 5.0% 16 EXIT DB DUE 07/01/16 — Interest
AMERICAN CENTURY MID CAP VALUE FD INV CL IACMVX) — Int/Div
American Century Inflation ADJ BD INV (ACITX) — Int/Div
BARON SMALL CAP FUND (BSCFX) — Int/Div
BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Int/Div — Sold (part)
BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Buy (add'l)
COLUMBIA CONTRARIAN CORE FD CL Z (SMGSZ) — Int/Div
EGSHARES ETF EMERGING MARKETS (FCON) — Int/Div — Buy (add'l)
FEDERATED TOTAL RETURN BOND FD INSTCL(FTRBX) — Int/Div
FIDELITY CONTRA FUND (FONTX) — Int/Div — Buy
FRANKLIN GROWTH FUND ADV CL (FCGAX) — Int/Div
HARBOR INTERNATIONAL FUND INST CL (HAINX) — Int/Div
ISHARES ETF AAA-A RATED CORPORATE (QLTA) — Int/Div — Buy (add'l)
ISHARES FI1SE EPRA NAREIT GLOBAL REAL (IFGL) — Int/Div — Buy (add'l)
ISHARES FI1SE EPRA NAREIT GLOBAL REAL (IFGL) — Sold
ISHARES S&P US PFD FUND S&P US PFD STK INDEX FD (PFF)Y — Int/Div
ISHARES Core Total U.S. Bond Mkt ETHAGG) — Int/Div
ISHARES TR BOND 1-3 YEAR CREDIT BOND ETF (CS))y — Int/Div — Buy
ISHARES GOLD TRUST (IAL) — Int/Div — Buy (add'l)
ISHARES GOLD TRUST (IAL) — Buy (add'l)
ISHARES MSCI HONG KONG INDEX FUND (EWH) — Int/Div — Buy (add'l)
ISHARES MSCI HONG KONG INDEX FUND (EWH) — Buy (add'l)
ISHARES MSCI HONG KONG INDEX FUND (EWH) — Sold
ISHARES MSC1 UNITED KINGDOM INDX FD (EWU) — Int/Div — Buy
ISHARES MSCI GERMANY INDEX FUND (EWG) — Int/Div — Buy (add'l)
ISHARES MSCI GERMANY INDEX FUND (EWG) — Buy (add'l)
ISHARES TR BARCLAYS 7-10 YR TREAS BOND FD (IEF) — Int/Div — Buy (add'l)
ISHARES TR BARCLAYS TIPSBOND FUND (TIP) — Int/Div — Sold (part)
ISHARES TR BARCLAYS TIPSBOND FUND (TIP) — Buy (add'l)
VANGUARD TOTAL STOCK MKTI(VTH — Buy (add'l)
ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND (IWM) — Int/Div — Buy (add'l)
ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND (IWM) — Buy (add'l)
LORD ABBETT SHORT DUR INCOME FD CL A(LALSZ) — Int/Div — Buy
LORD ABBETT SHORT Duration Income FD CL FILDLFX) — Int/Div — Buy
LORD ABBETT SHORT Duration Income FD CL FILDLFX) — Redeemed
METROPOLITAN WEST TOTAL RETURN BONDM (MWTRX) — Int/Div
OAKMARK INT'L FUND (OAKIX) — Int/Div — Buy (add'l)
OAKMARK INT'L FUND (OAKIX) — Buy (add'l)
OAKMARK INT'L FUND (OAKIX) — Buy (add'l)
OAKMARK INT'L FUND (OAKIX) — Buy (add'l)
OPPENHEIMER EQUITY INCM FD CL A (QCV3Z) — 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) — Buy (add'l)
PIMCO FOREIGN BOND FD UNHEDGED CL D(PFBDX) — Int/Div
POWERSHS DB COMMDTY INDX (DBC) — Int/Div — Buy (add'l)
POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Int/Div — Sold (part)
POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)
POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)
POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Sold (part)
POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)
POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)
POWERSHS EXCH TRAD FD TR EMERGING MKTS SOVEREIGN (PCY) — Int/Div — Sold
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)
RIDGEWORTH HIGH INCOME CL I (STHTX) — Int/Div — Sold
SENTINEL SMALL COMPANY (SIGWX) — Int/Div
SPDR BARCLAYS CAP ETF SHORT TERM CORPORATE (SCPB) — Int/Div — Buy (add'l)
SPDR BARCLAYS CAP ETF SHORT TERM CORPORATE (SCPB) — Buy (add'l)
SPDR BARCLAYS CAP ETF SHORT TERM CORPORATE (SCPB) — Sold (part)
SP DR S&P 500 ETF TR EXPIRING 017222118 (SPY) — Int/Div — Buy
SP DR S&P 500 ETF TR EXPIRING 017222118 (SPY) — Buy (add'l)
SP DR S&P 500 ETF TR EXPIRING 017222118 (SPY) — Buy (add'l)
SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Int/Div — Sold (part)
SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Sold (part)
TCW TOTAL RETURN BOND FUND CLASS (TGLMX) — Int/Div — Buy
VANGUARD INTL EQTY ETF GLOBAL EX-LUS REAL ESTATE (VNOQI) — Int/Div — Buy
VANGUARD EQUITY INCOME FD INVESTOR SHRS (VEIPX) — Int/Div
VANGUARD REIT (VNQ) — Int/Div — Sold (part)
VANGUARD REIT (VNQ) — Buy (add'l)
VANGUARD REIT (VNQ) — Sold (part)
VANGUARD REIT (VNQ) — Sold (part)
VANGUARD SMALL CAP VALUE (VBR) — Int/Div
VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Int/Div
VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Buy (add'l)
VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Sold (part)
VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Sold (part)
VANGUARD DIV APPRECIATION (VIG)Y — Int/Div — Sold (part)
VANGUARD DIV APPRECIATION (VIG)Y — Buy (add'l)
VANGUARD MSCI EAFE ETF (VEA) — Int/Div — Buy (add'l)
VANGUARD MSCI EAFE ETF (VEA) — Buy (add'l)
VANGUARD MSC1 EMERGING MARKETS ETF (VWO) — Int/Div — Buy (add'l)
VANGUARD MSC1 EMERGING MARKETS ETF (VWO) — Buy (add'l)
VANGUARD MSC1 EMERGING MARKETS ETF (VWO) — Sold (part)
VANGUARD TOTAL STOCK MKTI(VTH — Int/Div — Buy (add'l)
WESTERN ASSET CORE PLUS BDFD (WACPX) — Int/Div — Buy
WISDOMTREE ASIA ETF LOCAL DEBT FUND (ALD) — Int/Div — Buy (add'l)
WISDOMTREE DIVIDEND EX FINANCIALS FUND((DTN) — Int/Div
WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ) — Int/Div — Buy
WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ) — Buy (add'l)
WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ) — Buy (add'l)
WISDOMTREE TRUST BRAZILIAN REAL FUND (BZF) — Int/Div — Buy
GENL ELEC CAP CP 5.1%15 INTERNOTE DUE 08/15/15 — Interest
PRINCIPAL LIFE 5.10%14 NOTES DUE 04/15/14 — Interest
VERIZON GLOBAL 4.9%15 BONDS DUE 09/15/15S CALLABLE — Interest
LOEWS CORP 5.25%16 NOTES DUE 03/1516 — Interest
STATE BK INDIA CD DUE 06/22/17 — Interest
AMERICAN MUN PWR REV DUE 02/1523 — Interest
CALIFORNIA ST ECONO 3%13EXIT DUE 07/01/13 — Interest — Redeemed
CHARLESTON CO SC EDL EXCE S9.23REV DUE 12/01/23 — Interest — Buy
DALLAS FORT WORTH REV DUE 11/01/22 — Interest
GEORGIA MUN GAS AUTH GAS REV TOCCOA PROJ DUE 60120 — Interest
LOS ANGELES CALIF GO L/LTX DUE 0701117 — Interest
HOUSTON TEX INDPT 5%23GO LTX DUE 02/15/23 — Interest — Buy
NEW YORK NY CITY 5%I17REV DUE 061517 — Interest
PENNSYLVANIA ST 5%20G0O UTX DUE 07/0120 — Interest
SAN FRANCISCO CALIF GO UTX DUE 06/15/18 — Interest — Sold
SAN FRANCISCO CALIF REV DUE 05/0121 — Interest
SAN FRANCISCO CALIF GO U/LTX DUE 06/1524 — Interest
VIRGINIA ST PUB SCH 5%17GO DUE 080117 — Interest
WASHINGTON ST FOR 5%19GO LTX DUE 0701/19 — Interest — Buy
WISCONSIN ST TRANSN 5%24REV DUE O7T0124 — Interest — Buy
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Int/Div — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF (BSHX) — Buy (add'l)
DOUBLELINE CORE FIXED INCOME FUND CL H{DBLFX) — Int/Div — Sold (part)
DOUBLELINE CORE FIXED INCOME FUND CL H{DBLFX) — Sold
DOUBLELINE TOTAL RETURN BOND FUND CL HHDLBTX) — Int/Div — Sold (part)
DOUBLELINE TOTAL RETURN BOND FUND CL HHDLBTX) — Sold
EATON VANCE AMT FREE MUNICIPAL INCOME CL 1 (EVMBX) — Int/Div — Sold
GOLDMAN SACHS SATELLITE STRATEGIES PORT FD HIGXSIX) — Int/Div — Buy (add'l)
GOLDMAN SACHS SATELLITE STRATEGIES PORT FD HIGXSIX) — Buy (add'l)
GOLDMAN SACHS SATELLITE STRATEGIES PORT FD HIGXSIX) — Buy (add'l)
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(VTV) — Int/Div — Buy (add'l)
YACKTMAN FUND CL SERVICE (YACKX) — Int/Div — Buy (add'l)
YACKTMAN FUND CL SERVICE (YACKX) — Sold
King & Spalding Cash Balunce Plan — Int/Div
VANGUARD FTSE ALL-WORLD ex-U.S. INDEX — Int/Div — Buy
VANGUARD FTSE ALL-WORLD ex-U.S. INDEX — Sold
Invesco Growth and Income RS (ACGQX) — Int/Div — Sold
JPMorgan Large Cap Growth R6 (JLGMX) — Int/Div — Sold
RidgeWorth Intl Equity Index I (SIE1X) — Int/Div — Sold
PIMCO Total Return Inst (PTI1RX) — Int/Div — Sold
Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Interest — Buy
Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES C(FXICX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Interest — Buy
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Sold (part)
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Buy (add'l)
Allianz GI FIXED INCOME SHARES SERIES M(FXIMX) — Buy (add'l)
BLACKROCK INTERMEDIATE MUNICIPAL FUND INSTL (MAMTX) — Interest — Buy
BLACKROCK INTERMEDIATE MUNICIPAL FUND INSTL (MAMTX) — Sold
GOLDMAN SACHS SHORT DURATION TAX FREE INSTL (GSDUX) — Interest — Buy
GOLDMAN SACHS SHORT DURATION TAX FREE INSTL (GSDUX) — Sold
LORD ABBETT INTERMEDIATE TAX FREE FD CL F(LISFX) — Interest — Buy
LORD ABBETT INTERMEDIATE TAX FREE FD CL F(LISFX) — Sold
Lord Abbett Multi Asset Income Fund (LIGFX) — Int/Div — Buy
THORNBURG INTERMEDIATE MUNI FUND CL HHTHMIX) — Interest — Buy
THORNBURG INTERMEDIATE MUNI FUND CL HHTHMIX) — Sold
WISDOMTREE EMERGING MRKT EQUITY INCOME DEM — Int/Div — Buy (add'l)
WISDOMTREE EMERGING MRKT EQUITY INCOME DEM — Buy (add'l)
WISDOMTREE EMERGING MRKT EQUITY INCOME DEM — Sold
FHLMC Q02173 4.5% 41 DUE 07/01/41 — Interest — Buy
FHLMC Q17639 3% 43 DUE 04/01/43 — Interest — Buy
FNMA PL 190404 4 5% 40 DUE 05/01/40 — Interest — Buy
FNMA PL 745580 5" 36 DUE 06/01/36 — Interest — Buy
FNMA PL AL3423 5% 40 DUE 05/01/30 — Interest — Buy
FNMA PL AL3423 5% 40 DUE 05/01/30 — Sold (part)
FNMA PL AO2961 4% 42 DUE 05/01/42 — Interest — Buy
FNMA PL AP1206 3% 43 DUE 02/01/43 — Interest — Buy
FNMA PL AP3839 3.5% 42 DUE (9/01/42 — Interest — Buy
FNMA PL ATS67S 3.5% 43 DUE 06/11/43 — Interest — Buy
FNMA PL AUX751 4% 43 DUE 08/01/43 — Interest — Buy
US TREAS NOT 1.375%02/19 DUE 02/28/19 — Interest — Buy
US TREAS NOT 1.375%02/19 DUE 02/28/19 — Sold
FNMA PL 735402 535 DUE (401/38 — Interest — Buy
FNMA PL 735402 535 DUE (401/38 — Sold
FNMA PL AUT258 3.5% 43 DUE 10/01/43 — Interest — Buy
US TREASURY NT 1.125% 12/19 DUE 1231/19 — Interest — Buy
US TREASURY NT 1.125% 12/19 DUE 1231/19 — Buy (add'l)
US TREASURY NT 1.125% 12/19 DUE 1231/19 — Buy (add'l)
US TREASURY NT 0.75% 10/17 DUE win — Interest — Buy
US TREASURY NT 0.75% 10/17 DUE win — Buy (add'l)
RIV) — Buy (add'l)
RIV) — Buy (add'l)
US TREASURY 2%02/23 BOND DUE 02/1523 — Interest — Buy
US TREASURY 2%02/23 BOND DUE 02/1523 — Buy (add'l)
US TREASURY 2%02/23 BOND DUE 02/1523 — Sold (part)
US TREASURY 2%11/21 BOND DUE 11/1521 — Interest — Buy
US TREASURY 2%11/21 BOND DUE 11/1521 — Buy (add'l)
UST INFL IDX 0.125%07/22 DUE 07/1522 — Interest — Buy
UST INFL IDX 2.375%01/25 DUE 01/1825 — Interest — Buy
UST INFL IDX 2.375%01/25 DUE 01/1825 — 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)
ML US. Treasury Fund cash acc't - see Part vil — Interest — Closed
Wells Fargo cash acct — Interest
Atlanta Postal Credit Union cash acct — Interest
Comerstone Bank cash acct — Interest
Coca-Cola common stock — Int/Div
Spouse's income — 2013 — Spouse - self-employed; partner in law firm
Spouse's income — 2013 — Spouse - part-time employee; University System of Georgia
Part VIL Investments and Trusts.

Line 98, Column A is amended to include the abbreviation to the description of assets, It now reads as follows: Templeton GLBL Bond FD ADV CL (TGBAX),

Line 321: Merrill Lynch US. Treasury cash acct was closed on April 30, 2012, and mistakenly included in 2013 FDRs.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3007. Public record. Not legal advice.