—
Net Worth Est.
$7.61MTrade volume
$0Total trades
-----Last Traded
----Business Entity Sole Proprietorship
$6M
Real Estate Commercial
$3M
Mutual Funds Mutual Fund
$1.86M
Real Estate Residential
$1.5M
Farm
$1.5M
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - PS1 Rural Hall LLC | $1,000,001 - $5,000,000 | Self | Other $184,670.00 | Other, (Business income) | 2024 |
- PS1 Rural Hall LLC | $1,000,001 - $5,000,000 | Self | Other $375,630.00 | Other, (Business income) | 2024 |
- Real Estate | $500,001 - $1,000,000 | Spouse | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Real Estate | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Rent/Royalties, | 2024 |
- Real Estate | $250,001 - $500,000 | Child | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Budd Farm | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Beach Property | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Real Estate | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Beach Property | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Budd Farm | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Beach Property | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Truist Financial | $250,001 - $500,000 | Joint | None (or less than $201) | Interest, | 2024 |
- Real Estate | $250,001 - $500,000 | Child | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Budd Farm | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Budd Farm | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Real Estate | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- Beach Property | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2024 |
- LVIP SSGA S&P 500 Index SC (946) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2024 |
- LVIP Vanguard Bnd Alloc Fnd SC (791) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2024 |
- LVIP SSGA S&P 500 Index SC (946) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2024 |
- LVIP Vanguard Bnd Alloc Fnd SC (791) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2024 |
- Truist Financial | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2024 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | $50,001 - $100,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | $50,001 - $100,000 | Spouse | $2,501 - $5,000 | Capital Gains, Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | $50,001 - $100,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
RINTX RINTX- Russell Investments International Developed Market | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
DFAU DFAU- Dimensional US Core Equity Market ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RINTX RINTX- Russell Investments International Developed Market | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
DFAS DFAS- Dimensional U.S. Small Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Cons Growth Portfolio (Age-Based) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- LVIP SSGA S&P 500 Index SC (946) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- LVIP SSGA S&P 500 Index SC (946) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Citibank, NA | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2024 |
- VG 12.5% Stocks, 87.5% Bonds(Age-Based) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RINTX RINTX- Russell Investments International Developed Market | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFNM DFNM- Dimensional National Municipal Bond ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFAS DFAS- Dimensional U.S. Small Cap ETF | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | $15,001 - $50,000 | Spouse | $201 - $1,000 | Capital Gains, Excepted Investment Fund, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFNM DFNM- Dimensional National Municipal Bond ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RINTX RINTX- Russell Investments International Developed Market | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
VADDX VADDX- Invesco Equally-Weighted S&P 500 Fund Class Y | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
DFAU DFAU- Dimensional US Core Equity Market ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
CRERX CRERX- Columbia Real Estate Equity Fund Class Adv | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- Truist Financial | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | $1,001 - $15,000 | Child | $201 - $1,000 | Capital Gains, Excepted Investment Fund, | 2024 |
FUMBX FUMBX- Fidelity Short-Term Treasury Bond Index Fund | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | $1,001 - $15,000 | Child | $201 - $1,000 | Capital Gains, Excepted Investment Fund, | 2024 |
FUMBX FUMBX- Fidelity Short-Term Treasury Bond Index Fund | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Fidelity - SPRXX | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2024 |
RGISX RGISX- Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
RLESX RLESX- Russell Investments U.S. Small Cap Equity Fund Cla | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
CMCYX CMCYX- VanEck CM Commodity Index Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
RGCSX RGCSX- Russell Investments Opportunistic Credit Fund Clas | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
FIQGX FIQGX- Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
DFAU DFAU- Dimensional US Core Equity Market ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
DUHP DUHP- Dimensional US High Profitability ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
CRERX CRERX- Columbia Real Estate Equity Fund Class Adv | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
VADDX VADDX- Invesco Equally-Weighted S&P 500 Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
RGISX RGISX- Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
RLESX RLESX- Russell Investments U.S. Small Cap Equity Fund Cla | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
CMCYX CMCYX- VanEck CM Commodity Index Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
RGCSX RGCSX- Russell Investments Opportunistic Credit Fund Clas | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
FIQGX FIQGX- Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
DFAU DFAU- Dimensional US Core Equity Market ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
DUHP DUHP- Dimensional US High Profitability ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- LVIP Vanguard Bnd Alloc Fnd SC (791) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- LVIP Vanguard Bnd Alloc Fnd SC (791) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Truist Financial | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 | Child | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
FIPDX FIPDX- Fidelity Inflation-Protected Bond Index Fund | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFNM DFNM- Dimensional National Municipal Bond ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
FIPDX FIPDX- Fidelity Inflation-Protected Bond Index Fund | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFNM DFNM- Dimensional National Municipal Bond ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
VADDX VADDX- Invesco Equally-Weighted S&P 500 Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
RGISX RGISX- Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
RLESX RLESX- Russell Investments U.S. Small Cap Equity Fund Cla | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
CMCYX CMCYX- VanEck CM Commodity Index Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
REZ REZ- iShares Residential and Multisector Real Estate ET | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
FIQGX FIQGX- Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
DUHP DUHP- Dimensional US High Profitability ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
LIT LIT- GX Lithium & Battery Tech ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
SLV SLV- Silver Trust Ishares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
IAU IAU- Gold Trust Ishares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
VADDX VADDX- Invesco Equally-Weighted S&P 500 Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
RGISX RGISX- Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
RLESX RLESX- Russell Investments U.S. Small Cap Equity Fund Cla | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
CMCYX CMCYX- VanEck CM Commodity Index Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
REZ REZ- iShares Residential and Multisector Real Estate ET | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
FIQGX FIQGX- Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
DUHP DUHP- Dimensional US High Profitability ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
LIT LIT- GX Lithium & Battery Tech ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
SLV SLV- Silver Trust Ishares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
IAU IAU- Gold Trust Ishares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
IAU IAU- Gold Trust Ishares | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
FIPDX FIPDX- Fidelity Inflation-Protected Bond Index Fund | None (or less than $1,001) | Child | None (or less than $201) | Capital Gains, Excepted Investment Fund, | 2024 |
RTHSX RTHSX- Tax-Exempt High Yield Bond Fund Class S | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
DFAU DFAU- Dimensional US Core Equity Market ETF | None (or less than $1,001) | Spouse | $1,001 - $2,500 | Capital Gains, | 2024 |
- Campaign Loan | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
IAU IAU- Gold Trust Ishares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
LIT LIT- GX Lithium & Battery Tech ETF | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
SLV SLV- Silver Trust Ishares | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
RTHSX RTHSX- Tax-Exempt High Yield Bond Fund Class S | None (or less than $1,001) | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFUS DFUS- Dimensional U.S. Equity ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
SLV SLV- Silver Trust Ishares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
DFAS DFAS- Dimensional U.S. Small Cap ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RGCSX RGCSX- Russell Investments Opportunistic Credit Fund Clas | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
RGCSX RGCSX- Russell Investments Opportunistic Credit Fund Clas | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
RLVSX RLVSX- Russell Investments Tax-Exempt Bond Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Age-Based Agressive 17-18 D | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
LIT LIT- GX Lithium & Battery Tech ETF | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | None (or less than $1,001) | Spouse | None (or less than $201) | None, Excepted Investment Fund, | 2024 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
RLVSX RLVSX- Russell Investments Tax-Exempt Bond Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | None (or less than $1,001) | Spouse | $2,501 - $5,000 | Capital Gains, | 2024 |
REZ REZ- iShares Residential and Multisector Real Estate ET | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
FIPDX FIPDX- Fidelity Inflation-Protected Bond Index Fund | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
REZ REZ- iShares Residential and Multisector Real Estate ET | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
- Budd Family LLC | Child | 2024 | |||
- College Foundation NC 529 Plan | Child | 2024 | |||
- TPB - ROTH IRA | Self | 2024 | |||
- Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust | Child | 2024 | |||
- AKB - ROTH IRA | Spouse | 2024 | |||
- Fidelity Brokerage Services #18 | Spouse | 2024 | |||
- Fidelity Brokerage Services #18 | Spouse | 2024 | |||
- Fidelity Brokerage Services #96 | Spouse | 2024 | |||
- AKB - ROTH IRA | Spouse | 2024 | |||
- Budd Hope LLC | Spouse | 2024 | |||
- Budd Hope LLC | Child | 2024 | |||
- T Paul Properties, LLC | Spouse | 2024 | |||
- Budd Family LLC | Child | 2024 | |||
- Lincoln Flexible Premium Variable Life Insurance | Joint | 2024 | |||
- Lincoln Flexible Premium Variable Life Insurance | Self | 2024 | |||
- Budd Hope LLC | Child | 2024 | |||
- Budd Hope LLC | Child | 2024 | |||
- Budd Hope LLC | Spouse | 2024 | |||
- Lincoln Flexible Premium Variable Life Insurance | Joint | 2024 | |||
- Lincoln Flexible Premium Variable Life Insurance | Self | 2024 | |||
- NEST 529 | Child | 2024 | |||
- Budd Hope LLC | Child | 2024 | |||
- Budd Family LLC | Child | 2024 | |||
- Amy Kathryn Budd 2017 Irrv Trust FBO (DC2) - Trust | Child | 2024 | |||
- TPB - ROTH IRA | Self | 2024 | |||
- T Paul Properties, LLC | Spouse | 2024 | |||
- College Foundation NC 529 Plan | Child | 2024 | |||
- Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust | Child | 2024 | |||
- Amy Kathryn Budd 2017 Irrv Trust FBO (DC2) - Trust | Child | 2024 | |||
- Budd Family LLC | Child | 2024 | |||
- Fidelity Brokerage Services #96 | Spouse | 2024 | |||
- PS1 Rural Hall LLC | $1,000,001 - $5,000,000 | Self | Other $375,630.00 | Other, (Business income) | 2023 |
- Real Estate | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Rent/Royalties, | 2023 |
- Budd Farm | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2023 |
- Real Estate | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2023 |
- Beach Property | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2023 |
- Beach Property | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2023 |
- Real Estate | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2023 |
- Truist Financial | $250,001 - $500,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Budd Farm | $250,001 - $500,000 | Child | None (or less than $201) | Rent/Royalties, | 2023 |
- LVIP SSGA S&P 500 Index SC (946) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2023 |
- LVIP Vanguard Bnd Alloc Fnd SC (791) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2023 |
DFUS DFUS- Dimensional U.S. Equity ETF | $50,001 - $100,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2023 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | $50,001 - $100,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2023 |
DFAU DFAU- Dimensional US Core Equity Market ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
DFAU DFAU- Dimensional US Core Equity Market ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
DFAS DFAS- Dimensional U.S. Small Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2023 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RINTX RINTX- Russell Investments International Developed Market | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Cons Growth Portfolio (Age-Based) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RINTX RINTX- Russell Investments International Developed Market | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
DFAX DFAX- Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2023 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
FIPDX FIPDX- Fidelity Inflation-Protected Bond Index Fund | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
DFUS DFUS- Dimensional U.S. Equity ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
DFNM DFNM- Dimensional National Municipal Bond ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTHSX RTHSX- Tax-Exempt High Yield Bond Fund Class S | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2023 |
VADDX VADDX- Invesco Equally-Weighted S&P 500 Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
RGISX RGISX- Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
RLESX RLESX- Russell Investments U.S. Small Cap Equity Fund Cla | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
CMCYX CMCYX- VanEck CM Commodity Index Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
REZ REZ- iShares Residential and Multisector Real Estate ET | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
FIQGX FIQGX- Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
LIT LIT- GX Lithium & Battery Tech ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
SLV SLV- Silver Trust Ishares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
IAU IAU- Gold Trust Ishares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
VADDX VADDX- Invesco Equally-Weighted S&P 500 Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
RGISX RGISX- Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- LVIP Vanguard Bnd Alloc Fnd SC (791) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
FIQGX FIQGX- Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
REZ REZ- iShares Residential and Multisector Real Estate ET | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
DUHP DUHP- Dimensional US High Profitability ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Truist Financial | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2023 |
CMCYX CMCYX- VanEck CM Commodity Index Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
RLESX RLESX- Russell Investments U.S. Small Cap Equity Fund Cla | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- LVIP SSGA S&P 500 Index SC (946) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2023 |
IAU IAU- Gold Trust Ishares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
SLV SLV- Silver Trust Ishares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
LIT LIT- GX Lithium & Battery Tech ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
DUHP DUHP- Dimensional US High Profitability ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 | Child | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
RTHSX RTHSX- Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
FIPDX FIPDX- Fidelity Inflation-Protected Bond Index Fund | $1,001 - $15,000 | Child | $201 - $1,000 | Excepted Investment Fund, | 2023 |
DFUS DFUS- Dimensional U.S. Equity ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
DFNM DFNM- Dimensional National Municipal Bond ETF | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Campaign Loan | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTXSX RTXSX- Russell Investment Tax-Managed Real Assets Fund Cl | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
DFUS DFUS- Dimensional U.S. Equity ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
DFAS DFAS- Dimensional U.S. Small Cap ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTNSX RTNSX- Russell Investment Tax-Managed International Equit | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RLVSX RLVSX- Russell Investments Tax-Exempt Bond Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
RGCSX RGCSX- Russell Investments Opportunistic Credit Fund Clas | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
RETSX RETSX- Russell Investment Tax-Managed U.S. Large Cap Fund | None (or less than $1,001) | Spouse | $2,501 - $5,000 | Capital Gains, | 2023 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
RLVSX RLVSX- Russell Investments Tax-Exempt Bond Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
DFAU DFAU- Dimensional US Core Equity Market ETF | None (or less than $1,001) | Spouse | $1,001 - $2,500 | Capital Gains, | 2023 |
REMSX REMSX- Russell Investments Emerging Markets Fund Class S | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
RTSSX RTSSX- Russell Investment Tax-Managed U.S. Mid & Small Ca | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RGCSX RGCSX- Russell Investments Opportunistic Credit Fund Clas | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
- Age-Based Agressive 17-18 D | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Budd Hope LLC | Child | 2023 | |||
- Budd Hope LLC | Child | 2023 | |||
- Budd Family LLC | Child | 2023 | |||
- Fidelity Brokerage Services #96 | Spouse | 2023 | |||
- Lincoln Flexible Premium Variable Life Insurance | Self | 2023 | |||
- College Foundation NC 529 Plan | Child | 2023 | |||
- TPB - ROTH IRA | Self | 2023 | |||
- Lincoln Flexible Premium Variable Life Insurance | Joint | 2023 | |||
- Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust | Child | 2023 | |||
- AKB - ROTH IRA | Spouse | 2023 | |||
- NEST 529 | Child | 2023 | |||
- Amy Kathryn Budd 2017 Irrv Trust FBO (DC2) - Trust | Child | 2023 | |||
- T Paul Properties, LLC | Spouse | 2023 | |||
- Budd Hope LLC | Spouse | 2023 | |||
- Fidelity Brokerage Services #18 | Spouse | 2023 | |||
- Budd Family LLC | Child | 2023 | |||
- PS1 Rural Hall LLC, 100% Interest [OL]Ownership Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Form 1040, Sch C | 2021 | |
- T Paul Properties LLC ⇒ Hope Church Road Commercial Warehouse [RP]Real Property | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Rent | 2021 |
2 Budd Family LLC (2) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2021 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2021 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [OL]Ownership Interest | $250,001 - $500,000 | DC | $5,001 - $15,000 | Rent | 2021 |
3 Budd Family LLC (3) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2021 |
3 Budd Family LLC (3) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2021 |
- Due from Ted Budd for Senate Committee [DO]Debts Owed to the Filer | $250,001 - $500,000 | 2021 | |||
2 Budd Family LLC (2) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2021 |
2 Budd Family LLC (2) ⇒ Budd Family LLC [OL]Ownership Interest | $250,001 - $500,000 | DC | $5,001 - $15,000 | Rent | 2021 |
3 Budd Family LLC (3) ⇒ Budd Family LLC [OL]Ownership Interest | $250,001 - $500,000 | DC | $5,001 - $15,000 | Rent | 2021 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2021 |
- Truist Bank (formerly BB&T) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2021 | |
791 The Lincoln National Life Insurance Company ⇒ LVIP Vanguard Bnd Alloc Fnd SC (791) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
946 The Lincoln National Life Insurance Company ⇒ LVIP SSGA S&P 500 Index SC (946) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- AKB Individual TOD 18 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2021 |
- AKB Individual TOD 18 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2021 |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- AKB Individual TOD 18 ⇒ Dimensional ETF Trust US Equity [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2021 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2021 |
- AKB Individual TOD 96 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Fidelity Inflat-Prot BD Index Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2021 |
- AKB Individual TOD 96 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Tax Managed US Large Cap Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2021 |
- NC 529 Cons Grwth Portfolio [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- 2017 IRRV TR FBO 2 ⇒ Fidelity Inflat-Prot BD Index Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2021 |
- NEST 529 Age-Based Aggressive 17-18 D [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- AKB Individual TOD 18 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2021 |
- AKB - ROTH IRA ⇒ Invesco Equally Weighted S&P 500 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- AKB - ROTH IRA ⇒ International Developed Mrkt CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- TPB ROTH IRA ⇒ International Developed Mrkt CL S [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- TPB ROTH IRA ⇒ Invesco Equally Weighted S&P 500 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- 2017 IRRV TR FBO 1 ⇒ Fidelity Inflat-Prof BD Index Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2021 |
- AKB - ROTH IRA ⇒ US Small Cap Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- AKB Individual TOD 18 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- AKB - ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- AKB - ROTH IRA ⇒ Global Infrastructure CL S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- AKB Individual TOD 18 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 2 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2021 |
- AKB - ROTH IRA ⇒ Van Eck CM Commodity Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- AKB Individual TOD 18 ⇒ Dimensional ETF Trust World EX US [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- TPB ROTH IRA ⇒ US Small Cap Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TPB ROTH IRA ⇒ Van Eck CM Commodity Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TPB ROTH IRA ⇒ Ishares TR Residential ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
946 The Lincoln National Life Insurance Company ⇒ LVIP SSGA S&P 500 Index SC (946) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
791 The Lincoln National Life Insurance Company ⇒ LVIP Vanguard Bnd Alloc Fnd SC (791) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TPB ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TPB ROTH IRA ⇒ Global Infrastructure CL S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- AKB - ROTH IRA ⇒ Ishares TR Residential ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- AKB Individual TOD 96 ⇒ Dimensional ETF Trust US Equity [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- AKB Individual TOD 96 ⇒ Dimensional ETF Trust US Small Cap [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2021 |
- AKB Individual TOD 96 ⇒ Russell Tax-Managed Real Assets CL S [MF] DividendsMutual Funds | $1,001 - $15,000 | SP | $2,501 - $5,000 | Capital Gains, | 2021 |
- AKB Individual TOD 96 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- 2017 IRRV TR FBO 1 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- TPB ROTH IRA ⇒ Opportunistic Credit Fund S [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2021 | ||
- AKB - ROTH IRA ⇒ Opportunistic Credit Fund S [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2021 | |
- NC 529 VG Stocks Bonds [5P]529 Prepaid Tuition Plan | None | DC | Tax-Deferred | 2021 | |
- AKB Individual TOD 96 ⇒ DFA Tax Managed US Equity Portfolio [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2021 |
- AKB Individual TOD 96 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | None | SP | $2,501 - $5,000 | Capital Gains | 2021 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [OT]Other | None | DC | $1 - $200 | Interest | 2021 |
- 2017 IRRV TR FBO 2 ⇒ Emerging Markets S [MF]Mutual Funds | None | DC | $201 - $1,000 | Capital Gains | 2021 |
- 2017 IRRV TR FBO 3 ⇒ Emerging Markets S [MF]Mutual Funds | None | DC | $201 - $1,000 | Capital Gains | 2021 |
- AKB - ROTH IRA ⇒ Global Real Estate Securities S [MF]Mutual Funds | None | SP | Tax-Deferred | 2021 | |
3 Budd Family LLC (3) ⇒ Budd Family LLC [OT]Other | None | DC | $1 - $200 | Interest | 2021 |
2 Budd Family LLC (2) ⇒ Budd Family LLC [OT]Other | None | DC | $1 - $200 | Interest | 2021 |
- Citibank Client Services [BA]Bank Accounts, Money Market Accounts and CDs | None | $201 - $1,000 | Interest | 2021 | |
- NC 529 Plan - Interest Accum Portfolio [5P]529 Prepaid Tuition Plan | None | DC | Tax-Deferred | 2021 | |
- 2017 IRRV TR FBO 1 ⇒ Emerging Markets S [MF]Mutual Funds | None | DC | $201 - $1,000 | Capital Gains | 2021 |
- NEST 529 Age-Based Aggressive 15-16 D [5P]529 Prepaid Tuition Plan | None | DC | Tax-Deferred | 2021 | |
- TPB ROTH IRA ⇒ Global Real Estate Securities S [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- PS1 Rural Hall LLC, 100% Interest [OL]Ownership Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Form 1040, Sch C | 2020 | |
1 Budd Family LLC (1) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | DC | $5,001 - $15,000 | Rent | 2020 |
2 Budd Family LLC (2) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2020 |
3 Budd Family LLC (3) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | DC | $5,001 - $15,000 | Rent | 2020 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2020 |
2 Budd Family LLC (2) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | DC | $5,001 - $15,000 | Rent | 2020 |
3 Budd Family LLC (3) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | DC | $2,501 - $5,000 | Rent | 2020 |
- The Lincoln National Life Insurance Company ⇒ LVIP SSGA S&P 500 Index SC [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- The Lincoln National Life Insurance Company ⇒ LVIP Dim/Vanguard Total Bond [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Citibank Client Services [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2020 | |
- AKB Individual TOD 18 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Truist Bank (formerly BB&T) [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2020 | |
- AKB Individual TOD 96 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2020 |
- AKB Individual TOD 96 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2020 |
- 2017 IRRV TR FBO 3 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 3 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2020 |
- AKB Individual TOD 18 ⇒ Tax Managed International Equity S [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2020 |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2020 |
- AKB Individual TOD 18 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2020 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2020 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- AKB - ROTH IRA ⇒ International Developed Mrkt CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- TPB ROTH IRA ⇒ International Developed Mrkt CL S [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ Invesco Equally Weighted S&P 500 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- 2017 IRRV TR FBO 3 ⇒ Tax Managed US Large Cap Fund CL S [MF] DividendsMutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, | 2020 |
- AKB - ROTH IRA ⇒ Invesco Equally Weighted S&P 500 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- NC 529 VG Stocks Bonds [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2020 |
- NEST 529 Age-Based Aggressive 15-16 D [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Large Cap Fund CL [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2020 |
- AKB Individual TOD 96 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2020 |
2 Budd Family LLC (2) ⇒ Budd Family LLC [OT]Other | $1,001 - $15,000 | DC | $201 - $1,000 | Interest | 2020 |
3 Budd Family LLC (3) ⇒ Budd Family LLC [OT]Other | $1,001 - $15,000 | DC | $201 - $1,000 | Interest | 2020 |
- AKB Individual TOD 18 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 3 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 1 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 1 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- NC 529 Plan - Interest Accum Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 2 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- The Lincoln National Life Insurance Company ⇒ LVIP Dim/Vanguard Total Bond [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- The Lincoln National Life Insurance Company ⇒ LVIP SSGA S&P 500 Index SC [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- 2017 IRRV TR FBO 2 ⇒ Russell Tax-Managed Real Assets CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- TPB ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ Global Infrastructure CL S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ Global Real Estate Securities S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ Opportunistic Credit Fund S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ US Small Cap Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- TPB ROTH IRA ⇒ Van Eck CM Commodity Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- 2017 IRRV TR FBO 3 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 3 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- 2017 IRRV TR FBO 3 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- AKB - ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AKB - ROTH IRA ⇒ Global Infrastructure CL S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AKB - ROTH IRA ⇒ Global Real Estate Securities S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AKB - ROTH IRA ⇒ Opportunistic Credit Fund S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AKB - ROTH IRA ⇒ US Small Cap Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AKB - ROTH IRA ⇒ Van Eck CM Commodity Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AKB Individual TOD 18 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- AKB Individual TOD 96 ⇒ Tax Exempt High Yield Bond S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- AKB Individual TOD 96 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [OT]Other | $1,001 - $15,000 | DC | $201 - $1,000 | Interest | 2020 |
- DC1 - UTMA ⇒ Fidelity Gov Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- AKB Individual TOD 18 ⇒ Emerging Markets S [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Capital Gains | 2020 |
- AKB Individual TOD 96 ⇒ Ishares Core S&P Small - Cap F [MF]Mutual Funds | None | SP | 2020 | ||
- AKB Individual TOD 18 ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | 2020 | ||
- AKB Individual TOD 96 ⇒ Sustainable Equity Fund Class S [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2020 |
- AKB - ROTH IRA ⇒ DFA International Core Equity [MF]Mutual Funds | None | SP | Tax-Deferred | 2020 | |
- 2017 IRRV TR FBO 3 ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | DC | 2020 | ||
- 2017 IRRV TR FBO 2 ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | DC | 2020 | ||
- AKB Individual TOD 18 ⇒ Russell Multifactor International Equity S [MF]Mutual Funds | None | SP | 2020 | ||
- 2017 IRRV TR FBO 1 ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | DC | 2020 | ||
- AKB Individual TOD 18 ⇒ Fidelity Gov Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | 2020 | ||
- AKB Individual TOD 18 ⇒ Global Equity Class S [MF]Mutual Funds | None | SP | $1 - $200 | Capital Gains | 2020 |
- AKB Individual TOD 18 ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2020 |
- AKB Individual TOD 18 ⇒ DFA Global Real Estate SEC Portfolio [MF]Mutual Funds | None | SP | 2020 | ||
- AKB Individual TOD 18 ⇒ Sustainable Equity Fund Class S [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2020 |
- 2017 IRRV TR FBO 1 ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- AKB - ROTH IRA ⇒ US Strategic Equity Fund CLS [MF]Mutual Funds | None | SP | Tax-Deferred | 2020 | |
- AKB - ROTH IRA ⇒ DFA Global Real Estate SEC Portfolio [MF]Mutual Funds | None | SP | Tax-Deferred | 2020 | |
- DC1 - UTMA ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- DC1 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | DC | $1 - $200 | Dividends | 2020 |
- DC2 - UTMA ⇒ Fidelity Gov Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- DC2 - UTMA ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- DC2 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | DC | $201 - $1,000 | Dividends | 2020 |
- DC3 - UTMA ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- DC3 - UTMA ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- DC3 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | None | DC | $1 - $200 | Dividends | 2020 |
- NEST 529 Age-Based Aggressive 15-16 [5P]529 Prepaid Tuition Plan | None | DC | Tax-Deferred | 2020 | |
- NEST 529 Age-Based Aggressive 17-18 [5P]529 Prepaid Tuition Plan | None | DC | Tax-Deferred | 2020 | |
- NEST 529 Age-Based Aggressive 19+ [5P]529 Prepaid Tuition Plan | None | DC | Tax-Deferred | 2020 | |
- TPB ROTH IRA ⇒ DFA Global Real Estate SEC Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ DFA International Core Equity [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- TPB ROTH IRA ⇒ US Strategic Equity Fund CLS [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- 2017 IRRV TR FBO 3 ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- 2017 IRRV TR FBO 2 ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | 2020 | ||
- AKB Individual TOD 96 ⇒ Emerging Markets S [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2020 |
- PS1 Rural Hall LLC, 100% Interest [OL]Ownership Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Form 1040, Schedule C | 2019 | |
3 Budd Family LLC (3) ⇒ Budd Family LLC [FA]Farms | $500,001 - $1,000,000 | Rent | 2019 | ||
2 Budd Family LLC (2) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | Rent | 2019 | ||
2 Budd Family LLC (2) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | Rent | 2019 | ||
3 Budd Family LLC (3) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | Rent | 2019 | ||
1 Budd Family LLC (1) ⇒ Budd Family LLC [RP]Real Property | $250,001 - $500,000 | Rent | 2019 | ||
1 Budd Family LLC (1) ⇒ Budd Family LLC [FA]Farms | $250,001 - $500,000 | Rent | 2019 | ||
- Lincoln National [WU]Whole/Universal Insurance | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- AKB Individual TOD 96 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Large Cap Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2019 |
- AKB Individual TOD 96 ⇒ Emerging Markets S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- BB&T [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
- 2017 IRRV TR FOB 3 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends, Interest | 2019 |
- AKB Individual TOD 18 ⇒ Tax Managed US Large Cap Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- AKB Individual TOD 96 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2019 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed US Large Cap Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2019 |
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends, Interest | 2019 |
- AKB - ROTH IRA ⇒ DFA Global Real Estate SEC [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- AKB Individual TOD 18 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- AKB - ROTH IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- AKB - ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- AKB - ROTH IRA ⇒ Van Eck CM Commodity Index Fund Y [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
2 Budd Family LLC (2) ⇒ Budd Family LLC [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2019 | |
- 2017 IRRV TR FBO 1 ⇒ Tax-Managed US Large CAP Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2019 |
- AKB Individual TOD 96 ⇒ Tax Managed US Large Cap [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends, Interest | 2019 |
1 Budd Family LLC (1) ⇒ Budd Family LLC [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2019 | |
3 Budd Family LLC (3) ⇒ Budd Family LLC [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2019 | |
- DC2 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF] DividendsMutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, | 2019 |
- NC 529 Plan - VG Stocks Bonds [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- NEST 529 Age-Based Aggressive 15-16 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- TPB ROTH IRA ⇒ DFA Global Real Estate SEC Portfolio [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TPB ROTH IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TPB ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TPB ROTH IRA ⇒ Van Eck CM Commodity Index Fund Y [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- NEST 529 Age-Based Aggressive 17-18 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- AKB Individual TOD 18 ⇒ Global Real Estate SEC [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- AKB Individual TOD 18 ⇒ Russell Multifactor International Equity S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- AKB Individual TOD 18 ⇒ Sustainable Equity Fund Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | $2,501 - $5,000 | Dividends | 2019 |
- AKB Individual TOD 18 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- AKB Individual TOD 96 ⇒ I Shares Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- AKB Individual TOD 96 ⇒ Sustainable Equity Fund Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2019 | |
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2019 | |
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2019 | |
- 2017 IRRV TR FBO 1 ⇒ Tax-Managed International Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2019 |
- DC1 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF] DividendsMutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, | 2019 |
- DC3 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF] DividendsMutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, | 2019 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- NC 529 Plan - Interest Accum Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- AKB Individual TOD 18 ⇒ Global Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- 2017 IRRV TR FBO 2 ⇒ Emerging Market S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- 2017 IRRV TR FBO 2 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- 2017 IRRV TR FOB 3 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed International Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2019 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- AKB Individual TOD 18 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- AKB Individual TOD 18 ⇒ Fidelty Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- DESCRIPTION: Reflects transfer of in value to charitable organization on 12/30/2019. | $14,498 - $14,498 | $10,016 - $10,016 | in value from AKB Individual TOD 18 account on 12/27/2019. Also reflects transfer of | 2019 | |
- DESCRIPTION: Name was changed - listed as US Defensive Equity Class S last year. Reflects transfer of TOD 96 account on 12/27/2019. | $14,498 - $14,498 | in value to AKB Individual | 2019 | ||
- DESCRIPTION: Reflects transfer of | $6,675 - $6,675 | in value to AKB Individual TOD 96 account on 4/11/21019. | 2019 | ||
- DESCRIPTION: Reflects transfer of | $6,675 - $6,675 | in value from AKB Individual TOD 18 account on 4/11/2019. | 2019 | ||
- DESCRIPTION: Reflects transfer of from AKB Individual TOD 96 account on 12/27/2019. | $6,525 - $6,525 | $4,501 - $4,501 | in value to AKB Individual TOD 96 account on 4/11/2019. Also reflects transfer of | 2019 | |
- DESCRIPTION: Reflects transfer of value to AKB Individual TOD 18 account on 12/27/2019. | $6,525 - $6,525 | $4,501 - $4,501 | in value from AKB Individual TOD 18 account on 4/11/2019. Also reflects transfer of | 2019 | |
- DESCRIPTION: Reflects transfer of | $1,983 - $1,983 | in value from AKB Individual TOD 18 account on 4/11/2019. | 2019 | ||
- DESCRIPTION: Reflects transfer of | $1,983 - $1,983 | in value to AKB Individual TOD 96 account on 4/11/2019. | 2019 | ||
- DC3 - UTMA ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- DC1 - UTMA ⇒ Fidelty Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- DC3 - UTMA ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- 2017 IRRV TR FBO 1 ⇒ Fidelty Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- 2017 IRRV TR FBO 2 ⇒ FIdelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- 2017 IRRV TR FOB 3 ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- AKB Individual TOD 18 ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | $1 - $200 | Dividends | 2019 |
- DC1 - UTMA ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | $1 - $200 | Dividends | 2019 |
- DC2 - UTMA ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Dividends | 2019 | |
- 2017 IRRV TR FOB 3 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | Dividends | 2019 | |
- 2017 IRRV TR FBO 2 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | Dividends | 2019 | |
- AKB - ROTH IRA ⇒ I Shares Trust Core MSCI Eurpoe [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2019 | |
- AKB - ROTH IRA ⇒ Fidelty Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | Tax-Deferred | 2019 | |
- AKB Individual TOD 18 ⇒ Fidelity Municipal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | Dividends | 2019 | |
- 2017 IRRV TR FBO 1 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | Dividends | 2019 | |
- NEST 529 Age-Based Aggressive 13-14 [5P]529 Prepaid Tuition Plan | None | SP | Tax-Deferred | 2019 | |
- TPB ROTH IRA ⇒ I Shares Trust Core MSCI Europe [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2019 | ||
- DC2 - UTMA ⇒ Fidelty Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | DC | Dividends | 2019 | |
- NEST Age-Based Agressive 19+ [5P]529 Prepaid Tuition Plan | None | SP | Tax-Deferred | 2019 | |
- AKB Individual TOD 18 ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | None | SP | Dividends | 2019 | |
- NC 529 Plan - Mod Growth Portfolio [5P]529 Prepaid Tuition Plan | None | SP | Tax-Deferred | 2019 | |
- TPB ROTH IRA ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2019 | ||
- TPB ROTH IRA ⇒ Fidelty Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | Tax-Deferred | 2019 | ||
- AKB - ROTH IRA ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2019 | |
- AKB Individual TOD 96 ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | None | SP | 2019 | ||
- AKB Individual TOD 96 ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | $1 - $200 | Dividends | 2019 |
- PS1 Rural Hall LLC, 100% Interest [OL]Ownership Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Schedule C | 2018 | |
- Lincoln National [WU]Whole/Universal Insurance | $250,001 - $500,000 | Tax-Deferred | 2018 | ||
3 Budd Family LLC (3) ⇒ Residential Real Estate [RP]Real Property | $250,001 - $500,000 | Rent | 2018 | ||
2 Budd Family LLC (2) ⇒ Farm [FA]Farms | $250,001 - $500,000 | Rent | 2018 | ||
3 Budd Family LLC (3) ⇒ Farm [FA]Farms | $250,001 - $500,000 | Rent | 2018 | ||
2 Budd Family LLC (2) ⇒ Residential Real Estate [RP]Real Property | $250,001 - $500,000 | Rent | 2018 | ||
1 Budd Family LLC (1) ⇒ Farm [FA]Farms | $250,001 - $500,000 | Rent | 2018 | ||
1 Budd Family LLC (1) ⇒ Residential Real Estate [RP]Real Property | $250,001 - $500,000 | Rent | 2018 | ||
- BB&T [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2018 |
- AKB - ROTH IRA ⇒ Van Eck CM Commodity Index Fund Y [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- 2017 IRRV TR FOB 3 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- AKB - ROTH IRA ⇒ DFA Global Real Estate SEC [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- AKB Individual TOD 18 ⇒ Russell Multifactor Interntnal Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- TPB ROTH IRA ⇒ Ishares Trust Core MSCI Europe [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- TPB ROTH IRA ⇒ DFA Global Real Estate SEC [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
2 Budd Family LLC (2) ⇒ Notes Receivable [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2018 | |
1 Budd Family LLC (1) ⇒ Notes Receivable [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2018 | |
- NEST 529 Age-Based Aggressive 17-18 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- AKB Individual TOD 18 ⇒ US Defensive Equity Class S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ Tax Managed US Large Cap Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- DC2 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Dividends | 2018 |
- NC 529 Plan Mod Growth Portfolio [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- NEST 529 Age-Based Aggressive 13-14 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
3 Budd Family LLC (3) ⇒ Notes Receivable [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2018 | |
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2018 |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2018 |
- AKB - ROTH IRA ⇒ Ishares Trust Core MSCI Europe [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- 2017 IRRV TR FBO 1 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- 2017 IRRV TR FBO 2 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | 2018 | ||
- 2017 IRRV TR FBO 2 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- DC1 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
- 2017 IRRV TR FOB 3 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
- AKB - ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- AKB Individual TOD 96 ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Fidelity Government Cash Reserves [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Global Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Global Real Estate Securities S [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2018 | |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed Internatl Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed US Mid & Small Equity CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | 2018 | ||
- AKB - ROTH IRA ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- AKB Individual TOD 18 ⇒ Tax Managed US Mid & SMall CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2018 | |
- NEST 529 Age-Based Aggressive 19+ [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- DC3 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ IShares Core S&P Small-CAP ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2018 | |
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2018 | |
- 2017 IRRV TR FBO 1 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | 2018 | ||
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2018 | |
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2018 | |
- TPB ROTH IRA ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- TPB ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- TPB ROTH IRA ⇒ Van Eck CM Commodity Index Fund Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- AKB - ROTH IRA ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2018 | |
- TPB ROTH IRA ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2018 | ||
- DC1 - UTMA ⇒ Fidelty Gov't Cash Reserves [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ Fidelity Government Cash Reserves [MF]Mutual Funds | $1 - $1,000 | SP | $1 - $200 | Dividends | 2018 |
- 2017 IRRV TR FOB 3 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2018 | |
- 2017 IRRV TR FBO 2 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2018 | |
- 2017 IRRV TR FBO 1 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2018 | |
- DC3 - UTMA ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2018 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | None | Tax-Deferred | 2018 | ||
- AKB Individual TOD 96 ⇒ US Defensive Equity Class S [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- DC2 - UTMA ⇒ Fidelty Gov't Cash Reserves [MF]Mutual Funds | None | DC | Dividends | 2018 | |
- AKB Individual TOD 96 ⇒ Tax-Exempt Bond Fund Class S [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2018 |
- TPB ROTH IRA ⇒ DFA Commodity Strategy Port Instl [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- AKB Individual TOD 96 ⇒ Global Real Estate Securities S [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2018 |
- AKB Individual TOD 18 ⇒ Tax Exempt Bond Fund CLass S [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2018 |
- AKB Individual TOD 96 ⇒ Tax-Exempt High Yield Bond [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2018 |
- AKB - ROTH IRA ⇒ DFA Community Strategy Port Instl [MF]Mutual Funds | None | SP | Tax-Deferred | 2018 | |
- PS1 Rural Hall LLC, 100% Interest [OL]Ownership Interest | $500,001 - $1,000,000 | Schedule C | 2017 | ||
3 Budd Family LLC (3) ⇒ Residential Real Estate [RP]Real Property | $250,001 - $500,000 | Rent | 2017 | ||
1 Budd Family LLC (1) ⇒ Residential Real Estate [RP]Real Property | $250,001 - $500,000 | Rent | 2017 | ||
2 Budd Family LLC (2) ⇒ Farm [FA]Farms | $250,001 - $500,000 | Rent | 2017 | ||
1 Budd Family LLC (1) ⇒ Farm [FA]Farms | $250,001 - $500,000 | Rent | 2017 | ||
2 Budd Family LLC (2) ⇒ Residential Real Estate [RP]Real Property | $250,001 - $500,000 | Rent | 2017 | ||
3 Budd Family LLC (3) ⇒ Farm [FA]Farms | $250,001 - $500,000 | Rent | 2017 | ||
- Northwestern Mutual [WU]Whole/Universal Insurance | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- BB&T [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2017 |
2 Budd Family LLC (2) ⇒ Notes Receivable [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2017 | |
3 Budd Family LLC (3) ⇒ Notes Receivable [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2017 | |
- DC2 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF] DividendsMutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Capital Gains, | 2017 |
- DC1 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [MF] DividendsMutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, | 2017 |
- AKB Individual TOD 18 ⇒ Russell Multifactor Interntnal Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- AKB Individual TOD 18 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- AKB Individual TOD 18 ⇒ Tax Exempt Bond Fund CLass S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- AKB - ROTH IRA ⇒ DFA Community Strategy Port Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- AKB Individual TOD 18 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- AKB Individual TOD 18 ⇒ US Defensive Equity Class S [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- AKB - ROTH IRA ⇒ DFA Global Real Estate SEC [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- AKB - ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- NEST Age-Based Aggressive [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- NEST Age-Based Aggressive [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- TPB ROTH IRA ⇒ Ishares Trust Core MSCI Europe [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- TPB ROTH IRA ⇒ DFAGlobal Real Estate SEC [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- TPB ROTH IRA ⇒ DFA Commodity Strategy Port Instl [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- NEST 529 Age-Based Agressive [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- 2017 IRRV TR FOB 3 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2017 |
- AKB - ROTH IRA ⇒ Ishares Trust Core MSCI Europe [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- AKB Individual TOD 96 ⇒ Tax Managed US Large Cap Fund CL S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- AKB Individual TOD 96 ⇒ Tax-Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- 2017 IRRV TR FBO 2 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 96 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- AKB Individual TOD 18 ⇒ Global Equity Class S [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- NC 529 Plan [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- 2017 IRRV TR FBO 1 ⇒ Tax Exempt Bond Fund Class S [MF]Mutual Funds | $15,001 - $50,000 | DC | $1 - $200 | Dividends | 2017 |
1 Budd Family LLC (1) ⇒ Notes Receivable [OT]Other | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2017 | |
- AKB Individual TOD 18 ⇒ Global Real Estate Securities S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- TPB ROTH IRA ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- 2017 IRRV TR FOB 3 ⇒ Tax Managed US Mid & Small Equity CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains | 2017 |
- 2017 IRRV TR FBO 1 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains, Dividends | 2017 |
- 2017 IRRV TR FBO 1 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains | 2017 |
- 2017 IRRV TR FBO 1 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
- 2017 IRRV TR FBO 2 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
- 2017 IRRV TR FBO 2 ⇒ Fidelty Gov't Cash Reserves [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains, Dividends | 2017 |
- 2017 IRRV TR FBO 2 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains | 2017 |
- 2017 IRRV TR FBO 2 ⇒ Tax-Managed Internatl Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
- 2017 IRRV TR FOB 3 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed Internatl Equity S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
- 2017 IRRV TR FOB 3 ⇒ Tax Managed US Large CAP Fund CL S [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains, Dividends | 2017 |
- AKB - ROTH IRA ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- AKB Individual TOD 18 ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 18 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 18 ⇒ Fidelity Government Cash Reserves [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 18 ⇒ Tax Managed US Mid & SMall CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains | 2017 |
- AKB Individual TOD 96 ⇒ Columbia ETF TR II Emrg Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 96 ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 96 ⇒ Global Real Estate Securities S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- AKB Individual TOD 96 ⇒ IShares Core S&P Small-CAP ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 96 ⇒ Tax Managed US Mid & Small CP S [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2017 | |
- AKB Individual TOD 96 ⇒ Tax-Exempt High Yield Bond [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- AKB Individual TOD 96 ⇒ US Defensive Equity Class S [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2017 | |
- DC3 - UTMA ⇒ Russell Lifepoints Balanced Strategy S [BA] DividendsBank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, | 2017 |
- TPB ROTH IRA ⇒ Emerging Markets S [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | Interest | 2017 | |
- BB&T Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- DC1 - UTMA ⇒ Fidelty Gov't Cash Reserves [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2017 |
- BB&T Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- DC3 - UTMA ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2017 | |
- AKB Individual TOD 96 ⇒ Fidelity Government Cash Reserves [MF]Mutual Funds | $1 - $1,000 | SP | $1 - $200 | Dividends | 2017 |
- BB&T Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- BB&T Student Banking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2017 | |
- Fidelty Government Money Market [MF]Mutual Funds | None | $1 - $200 | Dividends | 2017 | |
- AKB - ROTH IRA ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | Tax-Deferred | 2017 | |
- TPB ROTH IRA ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | None | Tax-Deferred | 2017 |
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