Cary Douglas Pugh

2017Annual

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • POA #
  • POA 42
  • Temple University School of Law
  • TEI Education Fund
  • American Bar Association Section on Taxation
  • American Bar Association ) Section on Taxation

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 — 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 2006 LLC — Sold (part)

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

Project Capital 2008 LLC — Sold (part)

Brokerage account #1

Amencan National Bankshares common — Int/Div — Donated

Berkshire Hathaway B — None

Coca-Cola common — Int/Div — Buy (add'l)

Gap common — Int/Div — Donated

GE common — Int/Div

Intel common — Int/Div

Microsoft common — Int/Div

Bank of the James common — Int/Div

Walt-Disney common — Int/Div — Buy (add'l)

TD Ameritrade FDIC MM — Interest

T Rowe Price Equity Index S00 — Int/Div

T Rowe Price Retirement 20M) — Int/Div

T Rowe Price Virginia Tax Free Bond — Int/Div

Farmers Bank of Appomattox common — Int/Div

MassMutual Whole Life — Interest

Attormmey-in-fact, POA #

Atormeyv-m-fact, POA 42

Reimbursement — Temple University School of Law — 02.27.2017 — Philadephia, PA — Speaking at Law Schoool — transportabon, food

Reimbursement — TEI Education Fund — 04/30/2017-05/02/201° — Secartle, WA — Speaking at tax conference — transportanon, lodging, food

Reimbursement — American Bar Association Section on Taxation — 05/112017-058/13/201° — Washington, DC — Participating in tax conference — food

Reimbursement — American Bar Association ) Section on Taxation — 12072001 7-12209/201° — Las Vegas, NE — Speaking at tux conference — trunsportation, 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).

Investments listed on lines 28 and 29 of Part VII appeared on lines 32 and 34 of Part VII of report for 2016 calendar year filed in April 2017 ("2016 Report”), and

were transfered to Brokerage account #1 in April 2017.

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