Joseph Fletcher Anderson jr

2014Annual

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Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • N/A
  • N/a
  • Natonal Employment ) Lawyers Assn.
  • Association of Justice
  • Charleston School of Law - ad junct mstructor pay
  • National Institute of Trial Advocacy - net book rovalty
  • USC School of Law - ad junct mstructor pay

As filed

MFS Municipal Income Trust — Int/Div — Sold — N/A

Mutual Fund Invesco Pacific Growth Fund — Int/Div — Sold — N/A

Mutual Fund - Invesco Global Growth Fund — Int/Div — Sold — N/A

Checking Account — Interest

US Savings Bond (Series I) — Interest

Mutual Fund - Vanguard LT Treasury Fund — Int/Div — Sold — N/A

Mutual Fund - Vanguard Precious Metals & Mining — Int/Div — Sold — N/a

Stock - Gilead Sciences — Int/Div

Money Market Account - Bank of America (fka Merrill Lynch Wealth Mgmt) — Interest

Mutual Fund - Vanguard Wellington — Int/Div

Stock « Johmson& Johnson — Int/Div

Cert. of Deposit « Branch Bank & Trust — Interest

Cert. of Deposit - Branch Bank & Trust — Interest

Mutual Fund - Vanguard Global Equity — Int/Div

Mutual Fund - Vanguard Energy Fund — Int/Div

Mutual Fund - Vanguard GNMA Fund — Int/Div — Sold — N/A

Ltd. Pship Interest - Enterprise Products Partners — istrnibution

Ltd. Pship Interest - Energy Transfer Equity — Distribution

Ltd. Pship Interest - Kinder Morgan Energy Partners — istmbution

Ltd. Pship Interest - Plains All American Pipeline — Distribution

Gold Deposit - Standard and Poors — Int/Div

Savings Account - Branch, Bank & Trust — Interest

Mutual Fund - Vanguard Dividend Growth — Int/Div — Buy — N/A

Mutual Fund - Vanguard Selected Value — Int/Div — Buy — N/A

Mutual Fund - Vanguard Health Care — Int/Div — Buy — N/A

X Stock - AT&T — Int/Div

X Stock - Duke Energy — Int/Div

X Stock - SCANA — Int/Div

X Stock « Exxon Mobil — Int/Div

Reimbursement — Natonal Employment ) Lawyers Assn. — 626/2014-6/282014 — Boston, MA — Speaker — Lodging, Transportation

Reimbursement — Association of Justice — 8/7/2014-8/9/2014 — Hilton Head Island. SC — Annual Convention — Lodging

Income — 2014 — Charleston School of Law - ad junct mstructor pay — $7235.00

Income — 2004 — National Institute of Trial Advocacy - net book rovalty — $87.62

Income — 2014 — USC School of Law - ad junct mstructor pay — S17.500.00

1

Described in prospectus as a "closed-end, non-diversified investment company that seeks to provide current income exempt from federal income taxes." The

Trustee is Massachusetts Financial Company.

2

Pacific Growth Fund; Jersey City, NJ

3

Dividend Growth Securities; Jersey City, NJ

Branch Bank & Trust Co.; Columbia, SC

Senes I Savings Bond

Vanguard Long Term Treasury Fund; Philadelphia, PA

Vanguard Precious Metals & Mining Fund; Philadelphia, PA

8.

Gilead Sciences (stock)

9.

Merrill Lynch Wealth Mgme. (formerly Bank of America Cash Reserves); Columbia, SC. The account is the same as reported in 2012, but for some reason,

Bank of America and Merrill Lynch (which merged & few years ago) now report it as Bank of America Money Market Fund rather than « Merrill Lynch Money

Market Fund.

10. Vanguard Wellington Fund; Philadelphia, PA

1"

Johnson & Johnson (stock)

12

Branch Bank & Trust; Columbia, SC

13

Branch Bank & Trust; Columbia, SC

14

Vanguard Global Equity Fund; Philadelphia, PA

18,

Vanguard Energy Fund; Philadelphia, PA

16.

Vanguard GNMA Fund; Philadelphia, PA

17. Enterprise Products Partners, Ltd.: Houston, TX.

“The account is the same as previous years. | just discovered that some of the words in the account name

were transposed. What was | formerly listed as "Engery Enterprise Partners, Ltd." should be correctly referred to as "Enterprise Products Partners, Lid." My

recusal list with the Clerk of Court correctly reflects the name of the company.

18. Energy Transfer Equity; Dallas, TX

19.

Kinder Morgan Energy Partners; Houston, TX

20.

Plains All American Pipeline; Houston, TX

pd]

Stundard and Poors Deposit Receipt; NY Exchange Traded Fund

2

Savings Acount.

2

Vanguard Dividend Growth Fund; Philadelphia, PA

24

Vanguard Selected Value Fund; Philadelphia, PA

2s.

Vanguard Health Care Fund; Philadelphia, PA

26-29 These four items of stock assets (26, 27, 28, and 29, identified with an "X"), were a gift from a relative made on January 1, 2014.

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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Joseph Fletcher Anderson jr | Frix