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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 67

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • BUCHANAN LAW FIRM, PC (ATTORNEY)

As filed

SYNOVUS (MONEY MARKET) — Interest

SYNOVUS (CD'S) — Interest — Matured (part)

JPMORGAN CHASE BANK COLUMBUS OH (CD'S) — Interest — Redeemed

BANK OF CHINA NEW YORK NY (CD'S) — Interest — Buy (add'l)

BANK OF CHINA NEW YORK NY (CD'S) — Matured (part)

COMENITY BANK JUMBO (CD'S) — Interest — Matured (part)

COMENITY BANK JUMBO (CD'S) — Matured

CF NATIONAL BANK SIOUX OF SIOUX FALLS SD (CD'S) — Interest — Buy

CF NATIONAL BANK SIOUX OF SIOUX FALLS SD (CD'S) — Buy (add'l)

CF NATIONAL BANK SIOUX OF SIOUX FALLS SD (CD'S) — Buy (add'l)

BANK OF WEST SAN FRANSISCO (CD) — Interest — Buy

BANK OF WEST SAN FRANSISCO (CD) — Matured

FEDERAL SAVINGS BANK (CD) — Interest — Buy

FEDERAL SAVINGS BANK (CD) — Matured

MERCHANTS BANK (CD) — Interest — Buy

MERCHANTS BANK (CD) — Matured

FIRST FINANCIAL BANK OF CINCINNATI OHIO (CD) — Interest — Buy

STATE BANK IND NEW YORK CITY BY FID (CD'S) — Interest — Buy (add'l)

STATE BANK IND NEW YORK CITY BY FID (CD'S) — Matured (part)

MORGAN STANLEY (MONEY MARKETS) — Interest

RAYMOND JAMES (MONEY MARKET) — Interest

RENTAL PROPERTY, COLUMBUS, GA (2001 $121,000) — Rent

Aberdeen Japan Equity Fund Inc — Dividend

American Funds Europacific Growth A — Dividend

American Funds Europacific Growth C — Dividend — Buy (add'l)

American Funds Europacific Growth F2 — Dividend

American Funds Europacific Growth R2 — Dividend

Artisan International Fund Advisor Class N/ L — Dividend — Sold

AT&T Inc — Dividend — Buy (add'l)

Baird Aggregate Bond Fund Instl Class N/L — Dividend — Sold (part)

Champlain Mid Cap Fund Advisor Class N/ L — Dividend — Buy (add'l)

Charter Communications Inc — None

Cisco Systems — Dividend

Clearbridge Dividend Strategy Fund Class I N/L — Dividend

Coca-Cola Inc — Dividend

Comcast Corp Class A — Dividend

Diamond Hill Long-Short Fund A

Dodge & Cox Income Fund N/L — Dividend — Sold (part)

Federated Short Term Income Fd Institutional Shares IS N/L — Dividend — Sold (part)

Freeport Mcmoran CP&GLD — Dividend

Goldman Sachs Mid Cap Value Fund Class A — Dividend — Buy (add'l)

Intel Inc — Dividend

Ishares MSCI Emerging Mkts ETF — Dividend

IShares Select Dividend ETF — Dividend

Invesco QQQ Trust, Series 1 (QQQ) — Dividend — Sold (part)

John Hancock Disciplined Value Fund Class I — Dividend

Loomis Sayles Growth Fund Class Y N/L — Dividend — Sold (part)

Metropolitan West Total Return Bond Fund Class I N/L — Dividend — Sold (part)

MFS Research Fund Class A — Dividend — Sold (part)

Microsoft Inc — Dividend — Sold (part)

NGR Energy Inc

PIMCO Total Return Fund Class P N/L — Dividend

PIMCO Low Duration Funds Class I2 N/L — Dividend — Sold (part)

PGIM Absolute Return Bond Fund Class Z N/L — Dividend

Principal Large Cap S&P 500 Fund A — Dividend

Royce Pennsylvania Consult — Dividend

Royce Total Return Fund Consultant — Dividend

SEI US Managed Volatility Fund Class Y N/ L — Dividend

Southern Co — Dividend

SPDR S&P 500 ETF Trust — Dividend — Sold (part)

Truist Finl Corp — Dividend — Buy (add'l)

T. Rowe Price US Equity Research FD Investor CLS N/L — Dividend — Sold (part)

T. Rowe Price Small Cap Value Fund Advisor Class N/L — Dividend

T. Rowe Price Overseas Stock Fund Investor Class N/L — Dividend — Buy

Transamerica High Yield Bond Fund Class I N/L — Dividend — Buy (add'l)

Walt Disney Co Inc

Wells Fargo International Value Fund Class I N/L — Dividend — Sold

Spouse's income — 2020 — BUCHANAN LAW FIRM, PC (ATTORNEY)

1. Since my retirement accounts are self directed IRA's, I did not list them in aggregate in the Investments/Trusts section; but instead, the individual assets

contained in the IRA's (cash equivalents and stock) are included in the individual listing of cash equivalents and stocks in the Investments/Trusts section.

2. Section VII - was removed as in 2020. assets have been appropriately excluded from Part VII without specific line item transactions.

3. Assets denoted with after the name belong to who no longer beginning in 2020. These assets have no reporting information other than

that which is reported in column A.

4. Assets denoted with after the name are held within employer sponsored 401(k) plan and were inadvertently excluded from reporting in prior

years. retirement accounts, in total value, were correctly stated, but detail of the individual funds held within employer sponsored 401(k) was

missing.

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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