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Pull out the substance of this filing.

What was filed

  • 40

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • M. Gary Carter, M.D., P.A.
  • Mulberry Street United Methodist Church

As filed

Cash Accounts; State Bank & Trust — Interest — Closed

Brokerage Account (IRA) (H)

Pepsico common stock — Dividend

First Trust Sabrient Bakers Dozen Port 2018 Series Term 02/28/2017 — Dividend — Sold

Invesco S&P 500 Equal Weight ETF — Dividend

Weyerhauser Co. — Dividend

Raymond James Bank, N.A. — Interest

Vanguard Equity Income Fund (IRA) — Dividend

Dodge & Cox International Stock Fund (IRA) — Dividend

Franklin Mutual Beacon Fund (IRA) — Dividend

Truist Financial Corporation 401(k) Savings Account (H)

Vanguard Russell 2000 Value Index Fund — Dividend — Sold

Vanguard Small Cap Value Index Fund — Dividend — Buy

Vanguard Total Bond Market Index Fund — Dividend — Sold

Fidelity Inflation-Protected Bond Index Fund — Dividend — Buy

Vanguard Inflation Protected Securities Fund — Dividend — Sold

Dodge & Cox Income Fund — Dividend — Buy

Vanguard Target Retirement 2040 Fund — Dividend

Mass Mutual Whole Life Policy — Dividend

OneAmerica (State Life) Whole Life Policy (1/3 ownership) — Dividend

Mass Mutual Whole Life Policy (1/4 ownership) — Dividend

Mass Mutual Whole Life Policy (1/3 ownership) — Dividend

Vanguard 529 College Savings Plan (Nevada) (H)

Vanguard Moderate Age-Based Portfolio — Int./Div. — Sold

Vanguard Target Enrollment 22/23 Portfolio — Int./Div. — Buy

Vanguard Value Index Fund — Int./Div.

Vanguard 529 College Savings Plan (Nevada) (H)

Vanguard Value Index Fund — Int./Div.

Vanguard Aggressive Age-Based Portfolio — Int./Div. — Sold

Vanguard Target Enrollment 24/25 Portfolio — Int./Div. — Buy

Vanguard 529 College Savings Plan (Nevada) (H)

Vanguard Aggressive Growth Portfolio — Int./Div.

Vanguard Value Index Fund — Int./Div.

Taverna Buckhead, LP — Distribution

Westpath--United Methodist Personal Investment Plan (H)

Fixed Income Fund — Int./Div.

Extended Term Fixed Income Fund — Int./Div.

U.S. Equity Fund — Int./Div.

International Equity Fund — Int./Div.

Cash Accounts; Robins Financial Credit Union — Interest

Secretary, M. Gary Carter, M.D., P.A.

Spouse's income — 2020 — Mulberry Street United Methodist Church

Section VII, Line 11: Truist Financial Corporation 401(k) Savings Account is f/k/a as SunTrust Bank 401(k) Account. Changed due to merger of SunTrust Bank

and BB&T.

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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Austin E. Carter | Frix