# J. Frederick Motz

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10028

## Record

- **Judge:** J. Frederick Motz
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 12

## Text

Aberdeen Asia Pac Income (FAX) (IRA) — Int/Div — Sold (part)
Aberdeen Asia Pac Income (FAX) (IRA) — Sold (part)
Altria Group Inc (MO) — Int/Div
Apple Inc (AAPL) — Int/Div
AT&T Inc (T) (formerly DirecTV Inc) — Int/Div
Campbell Soup Co (CPB) — Int/Div
Chevron Corp (CVX) — Int/Div
CVS Corp (CVS) — Int/Div
DFA TA World Ex US Core Equity (DFTWX) — Int/Div
DFA US Core {DFEOX) — Int/Div — Sold
Duke Realty Corp (DRE) — Int/Div
Exxon Mobil Corporation (XOM) — Int/Div — Sold (part)
Fidelity 500 Index Fund Premium (FUSVX) — Int/Div — Buy (add'l)
Fidelity 500 Index Fund Premium (FUSVX) — Sold (part)
Fidelity Extended Market Index Fund Premium (FSEVX) — Ine — Buy (add'l)
Fidelity Cash Reserves (FDRXX) (IRA) — Int/Div
Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Int/Div — Buy (add'l)
Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Buy (add'l)
Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Sold
Fidelity Md Municipal Income (SMDMX) — Int/Div
Fidelity Municipal Money Market (FTEXX) — Int/Div — Closed
Fidelity Treasury Fund (FZFXX) — Int/Div — Open
General Electric Company (GE) — Int/Div
Guggenheim S&P S00 Equal Weight (RSP) — Int/Div
International Business Machines (IBM) — Int/Div — Sold (part)
iShares Core S&P Total US Stock Market TOT) — None — Buy
iShares Core S&P Total US Stock Market TOT) — Sold
iShares Inc Core Msci Emerging Mkts {IEMG) — Int/Div — Buy
iShares Inc Core Msci Emerging Mkts {IEMG) — Sold
iShares Inc Core Msci Emerging Mkts {IEMG) — Buy
iShares iBoxx High Yield Corporate Bond (HYGHYUIRA)Y — Int/Div — Buy (add'l)
iShares iBoxx High Yield Corporate Bond (HYGHYUIRA)Y — Buy (add'l)
iShares iBoxx High Yield Corporate Bond (HYGHYUIRA)Y — Sold (part)
iShares iBoxx High Yield Corporate Bond (HYGHYUIRA)Y — Sold
iShares MSCI EAFE (EFA) — None — Sold
iShares MSCI EAFE Small Cap Index (SCZ) — Int/Div
iShares MSCI Emerging Mkts Minimum Volatility Index (EEMV) — Int/Div — Buy
iShares MSCI Emerging Mkts Minimum Volatility Index (EEMV) — Buy (add'l)
iShares Russell 1000 Index (IWB) — Int/Div
iShares Russell 2000 (IWM) — hy
iShares S&P 100 Index (OEF) — Int/Div — Buy
iShares S&P S00 Index (IVV) — Int
iShares S&P S00 Value (IVE) — Int/Div — Buy
iShares S&P S00 Value (IVE) — Buy (add'l)
iShares S&P Global Timber & Forestry Index (WOOD) — None — Sold
iShares S&P SmallCap 600 Citigroup Value Index (1JS) — Int/Div
iShares S&P SmallCap 600 Index (UR) — Int/Div
iShares Trust Core Msci Eafe (IEFA) — None — Sold
iShares Trust Core MSCI Total Intl Stk (IXUSY IRA) — None — Buy
S10. — Buy (add'l)
S10. — Sold
S10. — Buy
S10. — Sold
Kraft Heinz Company (KHC) (formerly Kraft Foods Group Inc) — Int/Div
Merck & Co Inc (MRK) — Int/Div — Sold (part)
Merck & Co Inc (MRK) — Sold (part)
Mondelez Intl Inc (MDLZ) — Int/Div
Nuveen Build Amer Bd Fd (NBB) (IRA) — Int/Div — Sold (part)
Nuveen Build Amer Bd Fd (NBB) (IRA) — Sold (part)
Nuveen Build Amer Bd Fd (NBB) (IRA) — Sold (part)
Nuveen Build Amer Bd Fd (NBB) (IRA) — Buy (add'l)
Nuveen Build America (NBD) (IRA) — Int/Div
Nuveen Credit Strategies Income Fund JOC) (IRA) — Int/Div — Sold (part)
Nuveen MD Prem I (NMY) — Int/Div
Nuveen Select Tax-Free Income (NXQ) — hy
Olin Corp (OLN) (formerly Dow Chemical Co) — Int/Div
Payden High Income (PYHRX) (IRA) — Int/Div — Buy (add'l)
Payden High Income (PYHRX) (IRA) — Sold
Pepsico Incorporated (PEP) — Int/Div
Philip Morris Intl Inc (PM) — Int/Div
PIMCO Income Inst] (PIMIX) (IRA) — Int/Div — Buy
PowerShares Insured Natl Muni Bond (PZA)Y — Int/Div
Praxair Inc (PX) — Int/Div
SPDR Barclays Capital Short Term High Yield Bond (SINK) (IRA) — Int/Div — Sold
SPDR S&P S00 ETF Trust (SPY) — Int/Div
Stanley Black & Decker Inc (SWK) — Int/Div
T Rowe Price Equity Income (PRFDX) — Int/Div — Sold
T Rowe Price Group Inc (TROW) — Int/Div — Sold (part)
T Rowe Price MD Tax Free Bond (MDXBX) — Int/Div
T Rowe Price New Asia (PRASX) — None — Sold
T Rowe Price Value (TRVLX) — Int/Div
Union Pacific Corp (UNP) — Int/Div — Sold (part)
Vanguard Emerging Markets (VWO) — None — Sold
Vanguard FTSE Developed Markets (VEA) — Int/Div — Buy
Vanguard Hi Yield Tax-Exempt Admiral (VWALX) — Int/Div
Vanguard High Yield Corporate Admiral (VWEAX) (IRA) — Int/Div
Vanguard Large Cap (VV) — Int/Div — Buy
Vanguard Total Intl Stock Index (VXUS) — None — Buy
Vanguard Total Intl Stock Index (VXUS) — Sold
Vanguard Total Stock Market (VTI) — None — Sold
Vanguard Value (VTV) — None — Buy
Vanguard Value (VTV) — Sold
Washington Real Estate (WRE) — Int/Div
Yum China Holdings Inc (YUMC) — None — from line 95)
Yum! Brands Inc (YUM) — Int/Div
29 - Portfolio 2027 (CUST) — Int/Div
529 - Vanguard HY Bond (CUST) — Int/Div — Buy (add'l)
529. Portfolio 2030 (CUST) — Int/Div
529. Bond and Income Portfolio (CUST) — Int/Div
529 - Vanguard Total International Stock Index Portfolio (CUST) — Int/Div
529 - Vanguard Total Stock Market Index Portfolio (CUST) — Int/Div
TRP Blue Chip Growth (TRBCX) (GST) — Int/Div
TRP Int Bond (RPIBX} (GST) — Int/Div
TRP Int Stock (PRITX) (GST) — Int/Div
TRP Equity Income (PRFDX) (GST) — Int/Div
TRP Global Stock (PRGSX) (GST) — Int/Div
TRP Growth Stock (PRGFX) (GST) — Int/Div
TRP New Era (PRNEX) (GST) — Int./y
TRP Government Money (PRRXX) (GST) (formerly TRP Prime Reserve) — Int/Div
TRP Spectrum Growth (PRSGX) (GST) — Int/Div
Trustee, Sheppard & Enoch Pratt Health System
Trustee, Generation Skipping Trust for Children (GST)
Reimbursement — Admumstrative Office — 5/222016 - 525.2016 — White Sulphur Springs, wv — Circunt dic! conference — Lodging, food, transportation
Reimbursement — Bar Group — 10/19/2016 102002016 — Las Vegas, NV — Nou-FJC educational seminar — Lodging, food, transportation
Reimbursement — Comell Univeristy — 10/28:2016 1073002016 — Ithaca, NY — Nou-FJC educational seminar — Lodgmg, food, transportation
- Fidelity S00 Index Fund Premium (FUSVX), reported on line 13 of this report, changed names from Fidelity Spartan $00 Index Advantage (FUSVX), reported on

line 31 of 2015 report.

- Fidelity Extended Market Index Fund Premium (FSEVX), reported on line 15 of this report, changed names from Fidelity Spartan Extended Market Index Adv

(FSEVX), reported on line 35 of 2015 report.

- Holdings of Fidelity Municipal Money Market {FTEXX), reported on line 21 of this report, were transferred into Fidelity Treasury Fund (FZFXX), reported on

line 22 of this report, on 2/11/16.

= TRP Government Money (PRRXX), reported on line 109 of this report, changed names from TRP Prime Reserve, reported on line 134 of 2015 report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10028. Public record. Not legal advice.
