Carmen E. Garza

2020

Ask Donna

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

198
investments
0
positions
0
gifts
4
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Fort Bliss Federal Credit Union accounts — Interest

First American Bank accounts — None

Rental property, Las Cruces, NM purchase 2000-$125,000 — Rent

Time share property, San Diego, Ca, purchase 2005-$5,0000 — None

AB Intermediate Diversified Municipal — Dividend

AT&T — Dividend

Abbott Laboratories — Dividend

Accenture PlC — Dividend

Altria Group Inc. — Dividend

American Fund Fundamental — Dividend

American Fund High Income — Dividend

American Fund Tax Exempt — Dividend

Arthur J. Gallagher & Co. — Dividend — Sold (part)

BCE Inc. — Dividend

Beckton Dickinson & Co. — Dividend

Blackrock National Municipal — Dividend

Chevron Corporation — Dividend

Cisco Systems Inc. — Dividend — Buy (add'l)

Coca Cola Company — Dividend — Buy (add'l)

Coca Cola Company — Buy (add'l)

Comcast — Dividend — Buy (add'l)

Colgate-Palmolive — Dividend

CVS Health Corp — Dividend

Diageo Plc — Dividend

Dominion Energy — Dividend — Buy

Dominion Energy — Buy (add'l)

Dominion Energy — Sold (part)

Dominion Energy — Sold

Eversource Energy — Dividend

Exxon Mobile Corp — Dividend

Franklin Fed Int-Term T/F Inc — None

General Mills — Dividend — Buy (add'l)

General Mills — Buy (add'l)

Genuine Parts Co. — Dividend

Harbor Capital Appreciation — Dividend

Hartford Dividend and Growth — Dividend

Home Depot — Dividend — Buy

IBM Corp — Dividend

Illinois T ITW — Dividend

Intel Corporation — Dividend

Invesco Comstock — Dividend

Invesco International Growth — Dividend

Ishares MBS ETF Iv — Dividend

Ishares MSCI Eafe Value — Dividend

Ishares Short Term — Dividend — Buy (add'l)

Johnson & Johnson — Dividend

JP Morgan Chase & Co — Dividend

Kinder Morgan, Inc. — Dividend

Leggett & Platt Inc — Dividend

Lockheed Martin Corp — Dividend

Lowes Companies Inc — Dividend — Sold

McDonalds — Dividend — Buy

McDonalds — Buy (add'l)

MFS Growth Fund — Dividend

Microsoft Corp — Dividend

Nestle SA — None

Nike Inc — Dividend — Buy

Novartis AG — Dividend

Occidental Petrol Co — Dividend — Sold (part)

Omnicom Group Inc — Dividend

Oracle Corporation — Dividend

Parker-Hannifin Corp — Dividend — Buy (add'l)

Philip Morris Intl — Dividend

PPG Industries Inc. — Dividend

Proctor & Gamble — Dividend — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Raytheon Company — Dividend

Roche Holding — Dividend — Buy

Smith AO — Dividend — Buy

Smith AO — Buy (add'l)

Spdr Short Term (Treas) — Dividend — Sold

Starbucks Corp — Dividend — Buy (add'l)

Texas Instruments — Dividend — Buy (add'l)

Texas Instruments — Buy (add'l)

Thornburg Limited Term Muni — Dividend

Truist Finl (formerly BB&T) — Dividend

United Technologies — Dividend

Vanguard FTSE Dev. Mkts — Dividend

Vanguard Small Cap Growth ETF — Dividend

Vanguard Small Cap Value — Dividend

Verizon Communicatn — Dividend

VF Corporation — Dividend

Wal-Mart — Dividend

Watso Inc — Dividend

Wells Fargo Bk NA — None — Sold (part)

Wells Fargo Bk NA — Sold

Wells Fargo SH Term Mun Bd I converted toWells Fargo S/T Mun Bond CIA) — Dividend

Williams Companies — None — Sold (part)

Williams Companies — Sold

3M Company — Dividend

BCE Inc. — Dividend

Fort Bliss Federal Credit Union accounts — Interest

First American Bank accounts — None

Rental property, Las Cruces, NM purchase 2000-$125,000 — Rent

Time share property, San Diego, Ca, purchase 2005-$5,0000 — None

AB Intermediate Diversified Municipal — Dividend

AT&T — Dividend

Abbott Laboratories — Dividend

Accenture PlC — Dividend

Altria Group Inc. — Dividend

American Fund Fundamental — Dividend

American Fund High Income — Dividend

American Fund Tax Exempt — Dividend

Arthur J. Gallagher & Co. — Dividend — Sold (part)

Beckton Dickinson & Co. — Dividend

Blackrock National Municipal — Dividend

Chevron Corporation — Dividend

Cisco Systems Inc. — Dividend — Buy (add'l)

Coca Cola Company — Dividend — Buy (add'l)

Coca Cola Company — Buy (add'l)

Comcast — Dividend — Buy (add'l)

Colgate-Palmolive — Dividend

CVS Health Corp — Dividend

Diageo Plc — Dividend

Dominion Energy — Dividend — Buy

Dominion Energy — Buy (add'l)

Dominion Energy — Sold (part)

Dominion Energy — Sold

Eversource Energy — Dividend

Exxon Mobile Corp — Dividend

Franklin Fed Int-Term T/F Inc — None

General Mills — Dividend — Buy (add'l)

General Mills — Buy (add'l)

Genuine Parts Co. — Dividend

Harbor Capital Appreciation — Dividend

Hartford Dividend and Growth — Dividend

Home Depot — Dividend — Buy

IBM Corp — Dividend

Illinois T ITW — Dividend

Intel Corporation — Dividend

Invesco Comstock — Dividend

Invesco International Growth — Dividend

Ishares MBS ETF Iv — Dividend

Ishares MSCI Eafe Value — Dividend

Ishares Short Term — Dividend — Buy (add'l)

Johnson & Johnson — Dividend

JP Morgan Chase & Co — Dividend

Kinder Morgan, Inc. — Dividend

Leggett & Platt Inc — Dividend

Lockheed Martin Corp — Dividend

Lowes Companies Inc — Dividend — Sold

McDonalds — Dividend — Buy

McDonalds — Buy (add'l)

MFS Growth Fund — Dividend

Microsoft Corp — Dividend

Nestle SA — None

Nike Inc — Dividend — Buy

Novartis AG — Dividend

Occidental Petrol Co — Dividend — Sold (part)

Omnicom Group Inc — Dividend

Oracle Corporation — Dividend

Parker-Hannifin Corp — Dividend — Buy (add'l)

Philip Morris Intl — Dividend

PPG Industries Inc. — Dividend

Proctor & Gamble — Dividend — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Raytheon Company — Dividend

Roche Holding — Dividend — Buy

Smith AO — Dividend — Buy

Smith AO — Buy (add'l)

Spdr Short Term (Treas) — Dividend — Sold

Starbucks Corp — Dividend — Buy (add'l)

Texas Instruments — Dividend — Buy (add'l)

Texas Instruments — Buy (add'l)

Thornburg Limited Term Muni — Dividend

Truist Finl (formerly BB&T) — Dividend

United Technologies — Dividend

Vanguard FTSE Dev. Mkts — Dividend

Vanguard Small Cap Growth ETF — Dividend

Vanguard Small Cap Value — Dividend

Verizon Communicatn — Dividend

VF Corporation — Dividend

Wal-Mart — Dividend

Watso Inc — Dividend

Wells Fargo Bk NA — None — Sold (part)

Wells Fargo Bk NA — Sold

Wells Fargo SH Term Mun Bd I converted toWells Fargo S/T Mun Bond CIA) — Dividend

Williams Companies — None — Sold (part)

Williams Companies — Sold

3M Company — Dividend

Agreement — 2020 — Carmen E. Garza, Single Investment Account from former self employment

Agreement — 2020 — Carmen E. Garza, Traditional Individual Retirement Account from former self employment

Agreement — 2020 — Carmen E. Garza, Single Investment Account from former self employment

Agreement — 2020 — Carmen E. Garza, Traditional Individual Retirement Account from former self employment

On line 3 of Section VII, I incorrectly stated that I sold that property. I did not sell it. Income was C, type was rent, value at end of reporting period was M and

value method W.

On line 4 of Section VII, it should indicate Income as E, type was rent. I sold the property to on 05/03/2019 for value code M.

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.