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Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #1
  • Trust #2 (Revocable Living Trust, 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 — Sold

Nuveen Real Asset Income Fund — Int./Div. — Sold (part)

Managers Yacktman Focused — Dividend — Sold (part)

Franklin Mutual Discovery — Dividend — Sold (part)

First Eagle Global — Int./Div. — Sold (part)

Calamos Market Neutral income I — Int./Div. — Buy

Putnam Diversified Income Y — Interest — Buy

Weitz Short Duarion Income Inst — Interest — Buy

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)

Columbia Funds Future Scholar 529 Balance Growth — Redeemed (part)

Columbia Funds Future Scholar 529 Balance Growth — Redeemed (part)

Columbia Funds Future Scholar 529 Balance Growth — 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

Trustee, Trust #1

Trustee, Trust #2 (Revocable Living Trust, no reportable assets)

Spouse's income — 2019 — 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 19: 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.

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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.

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Paige J. Gossett | Frix