Paige J. Gossett
2020
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What was filed
31
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust #1 (See Part VIII)
- Trust #2 (Revocable Living Trust, no reportable assets)
- Power of Attorney for (no reportable assets)
- State of South Carolina -- salary
As filed
IRA (H)
Ishares Edge MSCI Minimum Volatility ETF — Dividend
Ishares Intermediate Credit Bond ETF — Interest
Nuveen Real Asset Income Fund — Int./Div.
Managers Yacktman Focused — Dividend
Franklin Mutual Discovery — Dividend
First Eagle Global — Int./Div.
Calamos Market Neutral income I — Int./Div.
Putnam Diversified Income Y — Interest
Weitz Short Duarion Income Inst — Interest
Ameriprise Insured Money Market — Interest
Ameriprise Brokerage (H)
Ameriprise Insured Money Market — Interest
First Eagle Overseas — Int./Div.
Columbia Funds Future Scholar 529 Balance Growth — Int./Div. — Redeemed (part)
Trust #1 (pour over/de minimis cash) — None
Wells Fargo (checking and savings) — Interest
Deferred Compensation Plan #1 (401(k)/457Account) (H)
Fidelity Diversified International Fund — Dividend
AB SmallCap Growth I — Dividend
T. Rowe Price Mid-Cap Value — Dividend
Dodge & Cox Stock Fund — Dividend
Vanguard Institutional Index Fund Plus — Dividend
Deferred Compensation Plan #2 (401(k)/457 Account) (H)
Dodge & Cox Stock Fund — Dividend
Vanguard Institutional Index Instl Pl — Dividend
T. Rowe Price Mid-Cap Value — Dividend
AllianceBern Small Cap Growth I — Dividend
Fidelity Diversified International Fund — Dividend
Bank of America (checking and savings) (X)* — Interest
Wells Fargo #2 (checking and savings) (X)* — Interest
Trustee, Trust #1 (See Part VIII)
Trustee, Trust #2 (Revocable Living Trust, no reportable assets)
Attorney in Fact, Power of Attorney for (no reportable assets)
Spouse's income — 2020 — State of South Carolina -- salary
Part VII.
Line 15: The assets in these 529 Plans are not self-directed but rather are "no control" assets managed pursuant to a general investment strategy (age-based).
Line 16: The assets in Trust #1, a pour-over trust, literally consist of a ten-dollar bill clipped to the trust document in accordance with South Carolina law.
Lines 30-31: While under state law I own half of the assets in the accounts, these assets are actually . I am only a joint account holder for convenience
to assist in managing funds.
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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.