Theresa Carroll Buchanan

2014Annual

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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

  • 59

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • vanes
  • >ub-5 Corporation

As filed

Rental Investment Property "P" EER — Rent

Investment Property "G" - IEEE — Rent

Rental Investment Property - °S TEE — Rent

Real Estate Investment Property - *B' [] — Reat — Buy

Partmership Share — None

Amgen, Inc — Int/Div — Sold

AM. Wash. Mutual Inv. Fund — Int/Div

Merrill Lynch CBA Money Fund — Interest — vanes

Microsoft Corp. — Int/Div — Sold

Intel Corp — Int/Div — Sold

General Electric Corp. — Int/Div — Sold

EMC Corp. Mass — Int/Div — Sold

Johnson & Johnson — Int/Div — Sold

Nortel Newtorks Corp. — None — Sold

Delaware Group Div/ine Fund — Int/Div

Growth Fund of America — Int/Div

Texas Instruments — Int/Div — Sold

QualComm, Inc — Int/Div — Sold

Nuveen VA Muni. Bonds — Int/Div — Sold

Pinco Real Return Bonds — Int/Div — Sold

Disney — Int/Div

iE Hz Zz [] — Int/Div

Burke & Herbert Bank — Interest — vanes

Black Rock Munivest Fund — Int/Div — Sold

Alliance Bernstem — None — Sold

Blackrock Int'l — Int/Div — Sold

Calamos Growth — None — Sold

Columbia Marisco Growth — None — Sold

Davis NY Venture — None — Sold

JP Morgan Value — Int/Div — Sold

Columbia Sehgman — None

John Hancock Regional Bank Fund — Int/Div

Henderson Global Equity Income Fund — Int/Div

Hennessy Focus Fund — None

Matthews Pacific Tiger Fund — Int/Div

Oppenheimer Developing Markets Fund — Int/Div

RS Global Natural Resources Fund — None

Satuit Capital US Emerging Companies Fund — None

Touchstone Sands — None

Virtus RealEstate Securites Fund — Int/Div

Schwab Govt. Money Fund — Int/Div

Newport News Bond — Int/Div — Sold

VA Polytechnic Bond — Int/Div — Sold

Virginia College Bond — Int/Div — Sold

Lord Abbett Interm Tax — Int/Div

Heartland Value Ford Inv — Int/Div — Buy

Jensen Quality Growth Fund — Int/Div — Buy

Oakmark Select Fund — Int/Div — Buy

Schwab Health Care Fund — Int/Div — Buy

Ishares MSCI Emerg. Mkt Fund — Int/Div — Sold

shares TR MSC EAFE — Int/Div

SPDR S&PSOD ETF TR — Int/Div

SPDR Nureen Barclay EFT — Int/Div

Vanguard Charlotte ETF — Int/Div

Vanguard Info. Technology — Int/Div

Vanguard Int'l Equity Fund — Int/Div — Buy

Vanguard Small Cap — Int/Div

Ishares Russell 2000 — Int/Div — Buy

Vanguard Inter-Term Tax — Int/Div — Buy

Directory/Secretury/Vice President (see VII), >ub-5 Corporation

1. **

no longer reveal] separate investments nor the asct<J NNN trust to me. | have no idea what [Jj owned, bought, or sold during 2013. |

am not beneficiary of the (J rust.

I. The Trust #1 is a life insurance trust created estate planning purposes.

2. The Sub-S corporation is a wholly lj -owned corporation.

VIL 1. Assessed value of [EE property "P" was $317,706 in 2014,

2. Assessed value of [JE property "G" wus $465,649 in 2014.

3. Assessed value of JI real estate "S™(formerly undesignated) was $490,300 in 2014,

4. Assessed value of [JI rea! estate "B” was $1,087,600 in 2014.

S. This partnership share refers to Part 111 B, line 1. The value is equal to the dollar amount invested.

6. Line 58 inadvertently omitted from 2013 disclosure.

1

I

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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Theresa Carroll Buchanan | Frix