Julius Ness Richardson

2019

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What was filed

501
investments
0
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
0
spouse income

Named parties

family entity
Bank of America
National Security Institute of The Antonin Scalia Law School

As filed

First Citizens Bank - Cash Account #1 — Interest

Bank of America - Cash Accounts #2 — Interest

Goldman Sachs - Cash Account #3 — Interest

Trust #1 (H)

GS Strategic Factor Allocation Fund Institutional — None — Sold (part)

GS Strategic Factor Allocation Fund Institutional — Sold

GS International Equity Insights Fund I — Dividend — Buy (add'l)

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Dividend — Buy

GS International Small Cap Insights Fund I — Dividend — Buy

GS Small Cap Value Fund Institutional Class Shares — Dividend — Buy

GS High Yield Floating Rate Fund Institutional Shares — None — Sold (part)

GS High Yield Floating Rate Fund Institutional Shares — Sold

Goldman Sachs Bank USA Deposit (BDA) — Interest

GS Small/MID Cap Growth Fund Class P — None — Buy

IShares Short-Term ETF Corporate Bond ETF — Dividend — Buy

IShares Short-Term ETF Corporate Bond ETF — Sold (part)

IShares Short-Term ETF Corporate Bond ETF — Buy (add'l)

Trust #2 (H)

GS Strategic Factor Allocation Fund Institutional — Dividend — Sold (part)

GS Strategic Factor Allocation Fund Institutional — Sold (part)

GS International Equity Insights Fund I — Dividend — Buy (add'l)

GS International Equity Insights Fund I — Buy (add'l)

GS High Yield Floating Rate Fund Institutional Shares — Dividend — Sold (part)

GS High Yield Floating Rate Fund Institutional Shares — Sold

GS International Small Cap Insights Fund I — Dividend — Buy (add'l)

GS International Small Cap Insights Fund I — Buy (add'l)

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Dividend — Buy (add'l)

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Buy (add'l)

GS Small Cap Value Fund Institutional Class Shares — Dividend — Buy (add'l)

GS Small Cap Value Fund Institutional Class Shares — Buy (add'l)

Goldman Sachs Bank USA Deposit (BDA) — Interest

GS Small/MID Cap Growth Fund Class P — Buy (add'l)

IShares Short-Term ETF Corporate Bond ETF — Dividend — Buy

IShares Short-Term ETF Corporate Bond ETF — Buy (add'l)

Trust #3 (H)

GS Strategic Factor Allocation Fund Institutional — Dividend — Sold (part)

GS Strategic Factor Allocation Fund Institutional — Sold (part)

GS High Yield Floating Rate Fund Institutional Shares — Dividend — Sold (part)

GS High Yield Floating Rate Fund Institutional Shares — Sold

GS International Equity Insights Fund I — Dividend — Buy (add'l)

GS International Equity Insights Fund I — Buy (add'l)

GS International Small Cap Insights Fund I — Dividend — Buy (add'l)

GS International Small Cap Insights Fund I — Buy (add'l)

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Dividend — Buy (add'l)

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Buy (add'l)

GS Small Cap Value Fund Institutional Class Shares — Dividend — Buy (add'l)

GS Small Cap Value Fund Institutional Class Shares — Buy (add'l)

Goldman Sachs Bank USA Deposit (BDA) — Interest

GS Small/MID Cap Growth Fund Class P — Buy (add'l)

IShares Short-Term ETF Corporate Bond ETF — Dividend — Buy

IShares Short-Term ETF Corporate Bond ETF — Buy (add'l)

Trust #4 (H)

GS Strategic Factor Allocation Fund Institutional — Dividend — Sold (part)

GS Strategic Factor Allocation Fund Institutional — Sold (part)

GS High Yield Floating Rate Fund Institutional Shares — Dividend — Sold (part)

GS High Yield Floating Rate Fund Institutional Shares — Sold

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Dividend — Buy (add'l)

GS U.S. Equity Dividend and Premium Fund Institutional Shares — Buy (add'l)

GS International Equity Insights Fund I — Dividend — Buy (add'l)

GS International Equity Insights Fund I — Buy (add'l)

GS International Small Cap Insights Fund I — Dividend — Buy (add'l)

GS International Small Cap Insights Fund I — Buy (add'l)

GS Small Cap Value Fund Institutional Class Shares — Dividend — Buy (add'l)

GS Small Cap Value Fund Institutional Class Shares — Buy (add'l)

Goldman Sachs Bank USA Deposit (BDA) — Interest

GS Small/MID Cap Growth Fund Class P — Buy (add'l)

IShares Short-Term ETF Corporate Bond ETF — Dividend — Buy

IShares Short-Term ETF Corporate Bond ETF — Buy (add'l)

Investment Account #1 (H)

Amex Consumers Staples Select Fund 'SPDR' — Dividend

The Financial Select Sector SPDR Fund — Dividend

Goldman Sachs Bank USA Deposit (BDA) — Interest

Investment Account #2 (H)

Vanguard Inst Target Retirement 2040 Fund — Dividend

Investment Account #3 (H)

Vanguard Small Cap Index Fund — Dividend

Trust #5 (H)

IShares MSCI EAFE ETF — Dividend — Sold

SPDR S&P 500 ETF Trust — Dividend — Buy (add'l)

IShares Russell 2000 ETF — Dividend

GS High Yield Municipal Fund Institutional Shares — Dividend

Vanguard FTSE European ETF — Dividend — Sold

Goldman Sachs Bank USA Deposit (BDA) — Interest

JP Morgan Chase & Co. LNKD to SPDR S&P Oil & Gas EXP CNTNGNT CPN W B — None — Matured

JPMorgan Chase & Co. Linked to S&P GSCI Due 9/25/19 — None — Matured

Societe Generale Linked to Euro Stoxx 50 PR Autocallable W Buffer St — None — Sold

Societe Generale Linked to SPGCCLP 3/26/2019 — None — Matured

Societe Generale Linked to SPGCCLP 7/24/2019 — None — Matured

BNP Paribas Linked to S&P 500 Index CNTNGNT CPN due 6/19/19 — None — Matured

NBCLinked to MXEA Upside Levrd Capped — None — Matured

UBS AG Linked to Euro Stoxx 50 PR CNTNGNT CPN W Buffer Structured No — None — Matured

Toronto Dominion Bank Linked to Euro Stoxx 50 PR Due 8/20/19 — None — Matured

GS Short Duration Tax Free Fund Class P — Dividend

Amex Consumers Staples Select Fund 'SPDR' — Dividend — Buy (add'l)

JPmorgan Chase & Co. Linked to basket of Indices — None — Buy

The Bank of Nova Scotia Lnkd to NASDAQ 100 Stock INDX — None — Buy

Canadian Imperial Bank of Comm Lnkd to NASDAQ 100 Stock Indx — None — Buy

Trust #6 (H)

Goldman Sachs Bank USA Deposit (BDA) — Interest

Vanguard FTSE European ETF — Dividend — Sold

Societe Generale Lnkd to Euro Stoxx 50 PR Autocallable 10/22/2020 — None — Sold

Soceiete Generale Linked to SPGCCLP Cntngnt CPN Due 3/26/2019 — None — Matured

Societe Generale Linked to SPGCCLP Cntgnt CPN Due 7/24/2019 — None — Matured

UBS AG Linked to Euro Stoxx 50 PR Cntgnt Due 4/15/2019 — None — Matured

Amex Consumer Staples Select Fund 'SPDR' — Dividend

GS Short Duration Tax Free Fund Class P — Dividend — Sold (part)

GS Short Duration Tax Free Fund Class P — Buy (add'l)

BNP Paribas Linked to S&P 500 Index Due 6/19/2019 — None — Matured

Canadian Imperial Bank of Comm Lnkd to SPDR S&P Oil&Gas Due 6/16/20 — None — Sold

JPMorgan Chase & Co Linked to Basket of Indices Upside Due 5/11/2020 — None

JPMorgan Chase & Co Linked to Euro Stoxx 50 PR Updise Due 5/21/2020 — None

JPMorgan Chase & Co Linked to S&P GSCI Industrial Due 9/25/2019 — None — Matured

NBC Linked to SX7E Auocal Structured Due 7/21 — None

Toronto Dominion Bank Linked to Euro Stox 50 PR Due 8/20/2019 — None — Matured

Toronto Dominion Bank Linked to S&P Banks Select Indus Due 2/11/2020 — None

UBS AG Linked to NASDAQ 100 Stock Due 1/29/2020 — None

Societe Generale Linked To ESTX Banks Eur PR — None — Sold (part)

Societe Generale Linked To ESTX Banks Eur PR — Buy (add'l)

SPDR S&P DIVIDEND ETF — Dividend — Buy

Citigroup Inc. Linked to Euro Stoxx 50 PR due 7/24/2020 — None — Buy

Citigroup Inc. Linked to Euro Stoxx 50 PR due 8/12/2020 — None — Buy

BOFA Finance LLC Linked to Basket of Indices — None — Buy

JPMorgan Chase & Co. Linked to S&P 500 Index — None — Buy

BNP Paribas Linked to XLP VS. XLY — None — Buy

Morgan Stanley Fianance LLC LNKD to NASDAQ 100 Stock — None — Buy

The Bank of Nova Scotia LNKD to NASDAQ 100 Stock — None — Buy

Societe Generale Linked to Eurostox Banks Inde — None — Buy

Investment LLC (35.45% interest) (H)

Undeveloped Tract, Charleston County South Carolina (57.4% interest) — None

John Hancock Flexible Premium Adjustable Life — Interest

Goldman Sachs Bank USA Deposit (BDA) — Interest

Trust #7 (H)

3M Co Common — Dividend — Buy

3M Co Common — Sold (part)

3M Co Common — Sold

Abbive Inc Common — None — Buy

Abbive Inc Common — Buy (add'l)

Accenture PLC Cl A Common Ireland — Dividend — Buy

Actavis Funding SCS SR Unsecd NT Luxembourg DTD 3/12/15 — Dividend — Sold

Ameren Corp COM — Dividend — Sold

Altria Group Inc Common — Dividend — Sold (part)

Altria Group Inc Common — Sold (part)

American Elec Pwr Inc Common — Dividend

American Intl Group Inc SR Unsecd NT Call 6/16/19 @ 100 DTD — Interest — Sold

American Intl Group Inc SR Unsecd NT Call 6/16/19 @ 100 DTD — Buy

American Intl Group Inc SR Unsecd NT Call 6/16/19 @ 100 DTD — Buy (add'l)

Anderson S C WTR & SWR SYS Rev Bonds — Interest

Anheuser-Busch Inbev Fin Inc SR Unsecd NT Call 1/01/21 — Dividend — Sold

Appalachian St Univ NC Rev Ref-Gen-Ser A — Interest

Apple Inc Common — Dividend — Sold (part)

Apple Inc Common — Sold (part)

Artisan International Fund — Dividend

Artisan International Value Fund — Dividend

AT&T Inc Common — Dividend — Buy

Automatic Data Processing Inc Common — Dividend

Bank of America Temporary Overnight Deposit — Dividend

Bank New York Mellon Corp. — Dividend — Buy

Bank New York Mellon Corp. — Sold

Baxter Intl Inc COM — Dividend — Buy

Baxter Intl Inc COM — Sold (part)

Truist Finl Corp Com (formerly BB&T Corp Common) — Dividend — Sold (part)

Truist Finl Corp Com (formerly BB&T Corp Common) — Sold (part)

Truist Finl Corp Com (formerly BB&T Corp Common) — Buy (add'l)

Blackrock Inc Class A — Dividend

Blackrock Liquidity Fedfund Institutional Class — Dividend

Blackrock Small Cap Growth Equity Portfolio CL I — Dividend

Boeing Co Common — Dividend — Sold (part)

Boeing Co Common — Sold (part)

Barclays PLC Senior Unsecured Note DTD 11/10/14 2.75% Due 11/8/19 — Dividend

Bristol Myers Squibb Co Common — Dividend — Buy

Bristol Myers Squibb Co Common — Buy (add'l)

Broadcom LTD Common Singapore — None

Capital One Natl Assn Mclean V — Dividend — Sold

Celegene Corp — Dividend — Sold

Charlotte-Mecklenburg Hosp Aut Ref Rev BDS DTD 11/22/16 — Dividend

Chase Issuance TR 2015-a4 CL a DTD 5/1/15 1.840% Due 4/15/22 — Dividend

Chevron Corp Common — Dividend — Buy

Chevron Corp Common — Buy (add'l)

Chubb LTD Common Switzerland — Dividend

Cisco SYS Inc Common — Dividend — Buy

Cisco SYS Inc Common — Sold (part)

CitiGroup Inc SR GBL NT C01/24/22 @ 10 DTD 1/24/28 3.142%DUE 1/24/23 — Dividend — Sold (part)

CitiGroup Inc SR GBL NT C01/24/22 @ 10 DTD 1/24/28 3.142%DUE 1/24/23 — Buy (add'l)

CME Group Inc Common — Dividend — Buy

CMS Energy Corp Common — Dividend — Sold (part)

College Station Tex Go Refunds Bonds DTD 07/01/16 5% Due 02/15/26 — Interest

Columbia Select Large Cap Growth Fund Instl3 Cl — Dividend

Comcast Corp New CL A Common — Dividend — Sold (part)

Comcast Corp New CL A Common — Buy

Comcast Corp Unsecured Senior Note Dtd 10/5/18 3.3% Due 10/1/20 — Dividend — Sold (part)

Comcast Corp Unsecured Senior Note Dtd 10/5/18 3.3% Due 10/1/20 — Buy

Comcast Corp Unsecured Senior Note Dtd 10/5/18 3.3% Due 10/1/20 — Sold (part)

ConocoPhillips — Dividend — Buy

ConocoPhillips — Buy (add'l)

ConocoPhillips — Sold

Constellation Brands Inc — Dividend

Credit Suisse Commodity-Return — Dividend — Sold

Crown Castle Intl Corp Reits — Dividend

Cummins Inc Common — Dividend — Buy (add'l)

CVS Health Corp Common — Dividend — Buy (add'l)

Digital Rlty Tr Inc Reits — Dividend — Buy (add'l)

Digital Rlty Tr Inc Reits — Buy (add'l)

Disney Walt Co Common Disney — Dividend — Buy (add'l)

Disney Walt Co Common Disney — Buy (add'l)

Disney Walt Co Common Disney — Sold (part)

District Clumbia Hosp Rev Ref BDS DTD 9/17/15 05.000 Due 7/15/25 — Dividend

Dominion Energy Inc Common — Dividend — Buy (add'l)

Eversource Energy Common — Dividend — Sold (part)

Excelsior Private Markets Fund III (TI) LLC Valuation DTD 12/29/17 — Dividend — Buy (add'l)

Exxon Mobil Corp Common — Dividend — Sold (part)

Exxon Mobil Corp Common — Sold (part)

Federal Home LN MTG Corp Pool — Dividend

Federal Home LN MTG Corp Ser 4068 — Dividend

Federal Home LN MTG Corp Ser 4322 — Dividend

Federal Natl Assn Pool #AL1193 — Dividend

Federal Natl MTG Assn Pool #AL5883 — Dividend

Federal Natl MTG Assn Pool #AW7402 — Dividend

Federal Natl MTG Assn Pool #AS2947 DTD 6/1/14 4% DUE 7/1/44 — Dividend

Federal Natl MTG Assn Pool #BM1880 DTD 10/1/17 — Dividend

Federated Strategic Value Fund Instl — Dividend

Fidelity Natl Information SVCS Inc Unsecd SR NT C7/15/25 — Dividend — Sold

Franklin Ftlg Rate Daily Access Fund Cl AD — Dividend — Sold (part)

Franklin Ftlg Rate Daily Access Fund Cl AD — Sold

General Dynamics Corp Common — Dividend — Sold (part)

General Dynamics Corp Common — Sold (part)

General Dynamics Corp Common — Sold

General Elec Co Common — Dividend

General Motors Co. — Dividend — Buy

General Motors Co. — Sold (part)

General Motors Co. — Sold

General MTRS Final Co Inc. — Dividend — Sold

Georgetown Cnty SC Go Ref Bonds — Interest — Sold (part)

Georgetown Cnty SC Go Ref Bonds — Sold (part)

Goldman Sachs Group Inc Unsecd SR NT Call 11/25/25 @ 100 DTD 2/25/16 — Dividend — Sold (part)

Goldman Sachs Group Inc Unsecd SR NT Call 11/25/25 @ 100 DTD 2/25/16 — Buy

Goldman Sachs Group Inc Unsecd SR NT Call 11/25/25 @ 100 DTD 2/25/16 — Buy (add'l)

Goldman Sachs Group Inc Unsecd SR NT Call 11/25/25 @ 100 DTD 2/25/16 — Sold

Gilead Sciences — Dividend — Buy

Gilead Sciences — Buy (add'l)

Hershey Co COM — Dividend

Home Depot Inc Common — Dividend — Buy

Honeywell Intl Inc Common — Dividend — Sold (part)

Ingersoll-Rand Co LTD Common Ireland — Dividend — Buy

Ingersoll-Rand Co LTD Common Ireland — Buy (add'l)

Ingersoll-Rand Co LTD Common Ireland — Sold (part)

Intel Corp Common — Dividend — Sold (part)

International Business Machs — Dividend — Buy

International Business Machs — Buy (add'l)

IShares Core MSCI EAFE ETF — Dividend

IShares Core MSCI Emerging Mkts ETF — Dividend

JPMorgan Chase & Co Common — Dividend — Sold (part)

JPMorgan Chase & Co Common — Buy (add'l)

Janus Enterprise Fund CL I — Dividend

Johnson & Johnson Common — Dividend — Sold (part)

Johnson & Johnson Common — Sold (part)

JPMorgan Chase & Co Unsecd SR NT DTD 1/25/13 3.2% Due 1/25/23 — Interest

JPMorgan TR I Emerging Mkts Equity FD Select — Dividend

Kellogg Co Common — Buy (add'l)

Kellogg Co Common — Sold (part)

Kellogg Co Common — Sold

Kimberly Clark Corp Common — Dividend — Buy

Kimberly Clark Corp Common — Buy (add'l)

KLA-Tencor Corp Common — Dividend — Buy

KLA-Tencor Corp Common — Buy (add'l)

KLA-Tencor Corp Common — Sold (part)

Lake Cnty ILL Go Sales Tax Alt Rev Source REF DTD 4/23/18 — Interest

LAM Research Corp Common — Dividend — Buy

LAM Research Corp Common — Buy (add'l)

Lancaster PA Go BDB DTD 4/7/16 05.000 Due 11/01/24 — Interest

Lexington Cnty SC Rural Rec D Go Ref BDS DTD 2/20/14 — Interest

Lilly Eli & Co Common — Dividend — Sold (part)

Lilly Eli & Co Common — Buy (add'l)

Lockheed Martin Corp Common — Dividend — Sold (part)

Lockheed Martin Corp Common — Buy

Lyondellbasell Industries NC Cl A Common Netherlands — Dividend — Buy (add'l)

Lyondellbasell Industries NC Cl A Common Netherlands — Sold (part)

Lyondellbasell Industries NC Cl A Common Netherlands — Sold

Marsh & McLennan Cos Inc Common — Dividend — Sold (part)

McDonalds Corp Common — Dividend — Sold (part)

Medtronic PLC Common Ireland — Dividend — Buy (add'l)

Medtronic PLC Common Ireland — Buy (add'l)

Merck & Co Inc New Common — Dividend — Buy (add'l)

Merck & Co Inc New Common — Sold (part)

MFS Value Fund Cl I — Dividend

Microsoft Corp Common — Dividend — Sold (part)

Microsoft Corp Common — Sold (part)

Milwaukee Wisconsin GO Bonds — Interest

Mississippi Dev BK SPL Oblig — Interest

Morgan Stanley Sr Unsecd Gmnt DTD 7/23/15 4% Due 7/23/25 — Interest

New York NY GO BDS DTD 5/27/16 05.000 Due 8/01/25 — Interest

Nextera Energy Inc Common — Dividend — Sold (part)

Northern TR Corp Common — Buy

Northern TR Corp Common — Buy (add'l)

Ohio St Dept Administrative SV Cops DTD 11/02/16 05.000 Due 9/01/24 — Interest

Packaging Corp Amer — Dividend — Buy (add'l)

Parker Hannifin Corp Common — Dividend

Pennsylvania ST TPK Common TPK REV BDS DTD 10/11/17 — Interest

Pepsico Inc Common — Dividend — Sold (part)

Pfizer Inc Common — Dividend — Buy (add'l)

Pfizer Inc Common — Buy (add'l)

Pfizer Inc Common — Sold (part)

Philip Morris Intl Inc Common — Dividend — Sold (part)

Philip Morris Intl Inc Common — Sold (part)

PNC Finl Svcs Group Inc Common — Dividend — Buy (add'l)

PNC Finl Svcs Group Inc Common — Buy (add'l)

Price T Rowe Group Inc Common — Dividend — Buy (add'l)

Price T Rowe Group Inc Common — Buy (add'l)

Principal Finl Group Inc — Dividend — Buy (add'l)

Procter & Gamble Co Common — Dividend — Buy (add'l)

Procter & Gamble Co Common — Buy (add'l)

Prudential Global Real Estate Fund CL Z — Dividend

Public Storage Inc Common (REIT) — Dividend — Sold (part)

Public Storage Inc Common (REIT) — Sold

Regions BK Birmingham ALA — Dividend

South Carolina Jobs-Economic D Ref Impt Bds DTD 6/28/18 — Interest

Sonoco Prods Co Common — Dividend

Southern Co Common — Dividend

Sullivan Cnty Tenn Go SCH BDS DTD 3/30/17 05.000 Due 5/01/24 — Interest

Suncor Energy Inc New Common Canada — Dividend — Sold

Suntrust Bk Atl GA Unsecd Med Term SR BK NT C10/26/20 — Dividend

Tampa Fla Sports Authority Revenue Bonds — Interest

Texas Instrs Inc Common — Dividend

TJX Cos Inc New Common — Dividend — Buy

Union Pac Corp Common — Dividend

United Technologies Corp Common — Dividend

Unitedhealth Group Inc Common — Dividend — Buy (add'l)

Unitedhealth Group Inc Common — Buy (add'l)

US Bancorp Del Common New — Dividend — Buy (add'l)

UST Global Private Markets Fund LLC — Dividend

Valero Energy Corp New Common — Dividend — Sold (part)

Vanguard Growth ETF — Dividend

Vanguard Dividend Appreciation Index Fund — Dividend — Sold (part)

Vanguard Dividend Appreciation Index Fund — Buy (add'l)

Vanguard Mid-Cap ETF — Dividend

Vanguard Mid-Cap Growth Index Fund — Dividend

Vanguard Real Estate ETF — Dividend

Vanguard Small-Cap ETF — Dividend — Buy

Victory Small Co Oppty Fund CL I SHS — Dividend

Virtus Ceredex Mid Cap Value Equity Fund Cl I — Dividend

Walmart Inc Common — Dividend — Sold (part)

Waste MGMT Inc Del Common — Dividend

WEC Energy Group Inc Common — Dividend — Sold (part)

Wells Fargo & Co New Common — Dividend — Buy (add'l)

Wells Fargo BK NA San Francisco CA Unsecd Medium Term — Dividend — Sold

Westpac Bkg Corp SR Unsecd NT Australia DTD 11/23/15 — Dividend — Sold

WFRBS Coml MTG TR 2013-UBS1 MTG Passthru — Dividend

Xcel Energy Inc Com — Dividend — Buy (add'l)

York Cnty SC SCH Dist NO 003 Go Ref Bonds — Interest

Allstate Corp Com — Dividend — Buy

Allstate Corp Com — Buy (add'l)

Aercap Ireland Cap LTD / Aercap GBL Aviation — Dividend — Buy

AT&T Inc SR Unsecd NT Call 5/30/20 @100 DTD 5/4/15 — Dividend

Blackrock High Yield Bond Portfolio Instl CL — Dividend — Buy

Deer & CO Com — Dividend — Buy

Deer & CO Com — Buy (add'l)

Dow Inc Com (formerly part of Dowdupont Inc Common) — Dividend — Buy

Dow Inc Com (formerly part of Dowdupont Inc Common) — Sold (part)

Dow Inc Com (formerly part of Dowdupont Inc Common) — Buy (add'l)

Dow Inc Com (formerly part of Dowdupont Inc Common) — Sold (part)

Dupont De Numours Inc Com (formerly Dowdupont Inc Common) — Dividend — Sold (part)

Dupont De Numours Inc Com (formerly Dowdupont Inc Common) — Sold (part)

Dupont De Numours Inc Com (formerly Dowdupont Inc Common) — Sold

Eaton Vance FLTG Rate Fund CL I — Dividend — Buy

Federal Home LN MTG Corp Pool #G07806 — Dividend — Buy

Federal Home LN MTG Corp Pool #G08660 — Dividend — Buy

Federal Home LN MTG Corp Pool #SB0036 — Dividend

Ford CR Auto Lease TR 2019-B NT CL A-3 — Dividend — Buy

Kinder Morgan Energy Partners L P SR Unsecd NT DTD 5/19/10 — Dividend — Buy

Kinder Morgan Energy Partners L P SR Unsecd NT DTD 5/19/10 — Buy (add'l)

M&T BK Corp Com — Dividend — Buy

M&T BK Corp Com — Buy (add'l)

Mondelez Intl Inc Com — Dividend

Pioneer Nat Res Co SR Unsecd NT Call 4/15/22 — Dividend — Buy

Southcentral PA Gen Auth Rev BDS DTD 4/3/19 Due 6/1/28 — Interest — Buy

Target Corp Com — Dividend — Buy

Target Corp Com — Buy (add'l)

United Parcel Svc Inc Cl B — Dividend — Buy

United Parcel Svc Inc Cl B — Buy (add'l)

United States Treas NT DTD 5/31/15 1.500% Due 5/31/20 — Dividend

United State Treas NT DTD 9/30/18 2.750% Due 9/30/20 — Dividend

United States Treas NT DTD 12/31/18 2.625% Due 12/31/25 — Dividend

United States Treas NT DTD 8/15/18 2.875% Due 8/15/28 — Dividend

United States Treas NT DTD 5/15/19 2.375% Due 5/15/29 — Dividend

Verizon Communications Inc SR Unsced NT DTD 9/18/15 — Dividend

Verizon Communications Inc SR Unsced NT DTD 9/18/13 — Dividend

Abbott Labs — Buy

Abbvie Inc Unsecd — None — Buy

Abbvie Inc Unsecd — Buy (add'l)

American Intl Group Inc SR Unsecd NT DTD 5/24/12 4.875% Due 6/01/22 — None

American Intl Group Inc SR Unsecd NT DTD 8/9/13 3.375% Due 8/15/20 — None

American Intl Group Inc SR Unsecd NT Call 2/01/21 @ DTD 2/26/16 — None

Barclays PLC — Sold

Broadcom Inc — Dividend — Buy

Broadcom Inc — Buy (add'l)

Clark CNTY Wash Sch Dist No 11 — None — Buy

Corteva Inc Com (formerly part of Dowdupont Inc Common) — None — Sold (part)

Corteva Inc Com (formerly part of Dowdupont Inc Common) — Sold

Energy Transfer Partners LP — None — Buy

Northrop Grumman Corp — None — Buy

Northrop Grumman Corp — Buy (add'l)

Pembroke Pines FLA Cap IMPT RE — None — Buy

WABTEC Corp — None — Sold (part)

WABTEC Corp — Sold

Trust #8 (H)

Acco Brands Corp Common — Dividend

Bank of America Temporary Overnight Deposit — Dividend

Blackrock Treasury Trust Fund Institutional Class — Dividend

Chemours Co Common — Dividend

Dominion Energy Inc Common — Dividend

Exelon Corp Common — Dividend

Exxon Mobil Corp Common — Dividend

Fortune Brands Home & Sec Inc Common — Dividend

Texas Pac LC TR SUB CTF Prop I T — Dividend

Universal Corp VA Common — Dividend

Corteva Inc Com (formerly part of Dowdupont Inc Common) — Dividend — Buy

Dow Inc Com (formerly part of Dowdupont Inc Common) — Dividend — Buy

Dupont De Nemours Inc Com (formerly Dowdupont Inc Common) — Dividend — Buy

Insurance Trust #1 (H)

Prudential Whole Life — Dividend

Insurance Trust #2 (H)

Genworth Universal Life — Interest

Trust #9 (H)

Vacation Property, Colleton County, South Carolina (33.3%) — None — Sold — family entity

Goldman Sachs Bank USA Deposit — Interest

GS Short Duration Tax Free Fund Class P Dividend — Dividend — Buy

SPDR S&P Dividend ETF — Dividend — Buy

Real Estate LLC #1 (H)

Undeveloped Tract, Charleston County, South Carolina — None

Goldman Sachs - Cash Account — Interest

Real Estate LLC #2 (33.3% interest) (H)

Undeveloped Tracts A through D, Barnwell County, South Carolina — None

Undeveloped Tracts A through H, Bamberg County, South Carolina — Rent

Goldman Sachs - Cash Account — Interest

Real Estate LLC #3 (32.1% interest) (H)

Vacation Property, Colleton County — None

First Citizens Bank - Cash Account — Interest

Real Estate Corporation (16.6% interest) (H)

Undeveloped Tracts A, B, C, D, Barnwell County, South Carolina — Rent

First Citizens Bank - Cash Account — Interest

Undeveloped Land, Barnwell County, South Carolina #1 (33.3% interest) — Rent

Undeveloped Land, Barnwell County, South Carolina #2 (20% interest) — None

Undeveloped Land, Barnwell County, South Carolina #3 (16.6% interest) — None

Undeveloped Land, Barnwell County, South Carolina #4 (25% interest) — Rent

Undeveloped Land, Bamberg County, South Carolina #1 (25% interest) — None

Undeveloped Land, Bamberg County, South Carolina #2 (50% interest) — None

Undeveloped Land, Bamberg County, South Carolina #3 (50% interest) — None

Undeveloped Land, Bamberg County, South Carolina #4 (50% interest) — None

Undeveloped Land, Florence County, South Carolina (16.6% interest) — None

Trust #10 (33.3% interest) (H)

Amex Consumers Staples Select Fund 'SPDR' — Dividend — Buy

Amex Consumers Staples Select Fund 'SPDR' — Buy (add'l)

GS Short Duration Tax Free Fund Class P — Dividend — Buy

SPD S&P Dividend ETF — Dividend — Buy

SPD S&P Dividend ETF — Sold (part)

Goldman Sachs Bank USA Deposit (BDA) — Interest

Vanguard FTSE European ETF — Dividend — Buy

Vanguard FTSE European ETF — Sold

Liability — Bank of America — Line of Credt

Reimbursement — National Security Institute of The Antonin Scalia Law School — July 21-24, 2019 — Padua, Italy — Summer Program: National Security & Separation of Powers — Travel and lodging

Please note that the Investment Partnership (reflected in the 2018 FDR) was liquidated in 2019, and the assets of the Investment Partnership were transferred to

Trust #10. For 2019 FDR reporting purposes, the Investment Partnership has been removed and the assets are now reflected in the newly-added Trust #10.

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.