Cary Douglas Pugh

2016Annual

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • POA #
  • POA 42
  • American Bar Association Section of Taxation
  • University of lowa College of Law

As filed

Suntrust Bank accounts — Interest

Vanguard Retirement 2030 — Int/Div

Vanguard Institutional Index — Int/Div

American Funds EuroPacific Growth — Int/Div

IRA #)

T Rowe Price Retirement 2030 — Int/Div

IRA #2

Clearbridge Value Trust — Int/Div

Miller Opportunity Trust (Prev. Legg Mason) — Int/Div

IRA #3

Integrity Growth & Income Fund — Int/Div

Oppenheimer Equity Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Powershares QQQ Trust — Int/Div

Project Capital 2006 LLC — Int/Div — Sold (part)

Project Capital 2008 LLC — Int/Div — Sold (part)

Brokerage account #1

Amencan National Bankshares common — Int/Div

Berkshire Hathaway B — None — Buy (add'l)

Coca-Cola common — Int/Div

Gap common — Int/Div

GE common — Int/Div

Intel common — Int/Div

Pfizer common — Int/Div — Donated

Microsoft common — Int/Div

TD Ameritrade FDIC MM — Interest

T Rowe Price Equity Index S00 — Int/Div

T Rowe Price Retirement 2030 — Int/Div

T Rowe Price Prime Reserve — Int/Div — Closed

T Rowe Price Virginia Tax Free Bond — Int/Div

Bank of the James common — Int/Div

Farmers Bank of Appomattox common — Int/Div

Walt-Disney common — Int/Div

MassMutual Whole Life — Interest

Attormmey-in-fact, POA #

Atormeyv-m-fact, POA 42

Reimbursement — American Bar Association Section of Taxation — 017272016-01/312011 — Los Angeles, Calitormia — Speaking at Mid-Year Meeting — transportation, lodging, food

Reimbursement — University of lowa College of Law — 04/28/2016-04/29/201 4 — lowa City, lowa — Speaking at tax conference — transportanon, lodging, food

Investments listed on lines 16 and 17 of Part VII also produce other passive income reported on return because of partnership form and make annual cash

distributions (which do not constitute sales or redemptions of any of the interests held).

Investment on line 19 appeared on line 37 of Part VII of report for 2015 calendar year filed in May 2016 ("2015 Report), and was transfered to Brokerage

account #1 on 07/29/2016.

Investment on line 20 now includes mvestment that appeared on line 28 of Part VIL of 2015 Report. This was a trunsfer from Brokerage account #2 to Brokerage

account #1 on 01/13/2016.

Investment on line 21 now includes investment that appeared on 36 of Part VII of 2015 Report was transfered on December 31, 2015, to Brokerage account #1.

Investment on line 22 appeared on line 24 of Part VII of 2015 Report. This was a transfer from Brokerage account #2 to Brokerage account #1 on 01/13/2016,

Investments on lines 23, 24 and 25, appeared on lines 33, 34, and 35 of Part VII of 2015 Report and were transfered on December 31, 2015, to Brokerage account

#1.

Investment on line 26 appeared on line 25 of Part VII of 2015 Report. This was a transfer from Brokerage account #2 to Brokerage account #1 on 01/13/2016,

Investment on line 27 now includes investment in account shown as closed on line 30 of this report, This was a transfer from Brokerage account #2 to Brokerage

account #1 on 01/13/2016.

As a result of the transfers above from Brokerage account #2 to Brokerage account #1 on 01/13/2016, Brokerage account #1 no longer holds investments and

therefore has been removed from the Report.

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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Cary Douglas Pugh | Frix