# Mark Lawrence Wolf

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10336

## Record

- **Judge:** Mark Lawrence Wolf
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 21

## Text

IRA #1 (H)6S
iShares Edge MSCI Min — None — Sold
iShares IBOXX High Yield — Int/Div — Sold
iShares iBoxx Investment Grade Corp (LOD) — Int/Div — Sold
iShares Gold ETF f/k/a iShares Gold Trust — Int/Div — Sold
iShares JPMorgan USD MTS Bond ETF — Int/Div — Sold
iShares MSCI Hong Kong ETF — None — Sold
iShares Russell 2000 Index — Int/Div — Sold
iShares TIPS Bond Fund f/k/a iShares Barclays TIPS Bd id — Int/Div — Sold
iShares TR Bond 20+ Treasury Bond Fund — Int/Div — Sold
iShares 7-10 Year Treasury f/k/a iShares Barclays 7-10 Year Treasury — Int/Div — Sold
PIMCO Enhanced Short Matursou — Int/Div — Sold
PowerShares QQQ Trust, Series — Int/Div — Sold
Powershares S&P Low Volatility — Int/Div — Sold
Schwab Govt Money Fund — Int/Div — Sold
SPDR S&P S00 Fund — Int/Div — Sold
Vanguard Dividend Appreciation Index — Int/Div — Sold
Vanguard FTSE Developed Markets ETF 1X) — Int/Div — Sold
Vanguard FTSE Emerging Markets ETF f kia Vang Emerging Markets — Int/Div — Sold
Vanguard Global EX US f/k/a Int'l Equ Global ex-US Real Estate — Int/Div — Sold
Vanguard Interm Term Corp Bd ETC — Int/Div — Sold
Vanguard Total Stock Market Index — Int/Div — Sold
IRA #2 (H) (53)
iShares iBOXX high yield — Int/Div — Sold
iShares Boxx INVT Grd Bond ETF — Int/Div — Sold
iShares Commodities Select — Int/Div — Sold
iShares Edge MSCI Min — Int/Div — Sold
iSharesTrust ETF JP Morgan USD Emerging — Int/Div — Sold
iShares Gold ETF f/%/a iShared Gold Trust — Int/Div — Sold
iShares MSCI HK EF1 Hong Kong — Int/Div — Sold
iShares MSCI Jpn ETF Japan — Int/Div — Sold
iShares MSCI EAF Min Volat Etf — Int/Div — Sold
iShares Russell 2000 Index — Int/Div — Sold
iShares TIPS Bond Fund //k/a iShares Barclays TIPS Bd Fd 2.89% — Int/Div — Sold
iShares Tr Bond 20+ year Treasury Bond Fund — Int/Div — Sold
iShares 7-10 Year Treasury Bond Fund f/k/ a iShares Barclays 7-10 Yr — Int/Div — Sold
iShares 3-7 Year Treasury — Int/Div — Sold
PIMCO Enhanced Shrt — None — Sold
PowerShares QQQ Trust, Series — Int/Div — Sold
Powershares S&P Low Volatility — Int/Div — Sold
Schwab Govt Money Fund — Int/Div — Sold
SPDR S&P SOO ETF Iv — Int/Div — Sold
Vanguard Dividend Appreciation ETF — Int/Div — Sold
Vanguard FTSE ETF Developed Markets — Int/Div — Sold
Vanguard FTSE Emerg Mkts ETF f//a Vanguard Emerging Markets Index — Int/Div — Sold
Vanguard Global ex-US f/k/a Vanguard Global ex-US Real Estate Estate — Int/Div — Sold
Vanguard Intermediate Term Corp ETF — Int/Div — Sold
Vanguard Total Bond ETF — Int/Div — Sold
Vanguard Total Stock Market ETF — Int/Div — Sold
BROKERAGE ACCOUNT #1 (HH (71)
iShares Edge MSC Min — Int/Div — Sold
iShares Commodities Select — Int/Div — Sold
iShares ETF Currency Hedge — Int/Div — Sold
iShares Floating Rate Note Fund — Int/Div — Sold
iShares Gold ETF Trust f/ka iShares Gold Trust — None — Sold
iShares iBoxx high vield — Int/Div — Sold
iShares IBOXX Invt Grd Bd — Int/Div — Sold
iShares JPMorgan USD MTS Bond ETF — Int/Div — Sold
iShares MSC1 HK ETF Hong Kong — Int/Div — Sold
iShares Russell 2000 Index Fund — Int/Div — Sold
iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div — Sold
iShares TIPS Bond ETF f/k/a iShares Barclays TIPS Bd FD 5.298% — Int/Div — Sold
iShares 7-10 Year Treasury Bond Fund — Int/Div — Sold
iShares 20+ Treasury Bond — Int/Div — Sold
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold
PIMCO 0-5 Year High Yid — None — Sold
PowerShares QQ Trust, Series — Int/Div — Sold
Schwab Government Money Fund — Int/Div — Sold
Vanguard Total Bond Mkt ETF f/k/a Vanguard Bond Index Fund — Int/Div — Sold
Vanguard Dividend Appreciation — Int/Div — Sold
Vanguard FTSE Developed Markets ETF — None — Sold
Vanguard FTSE Emerging Markets ETF — None — Sold
Vanguard Intermediate Term Corp Bond Fund — Int/Div — Sold
Vanguard Intl Eqty EF — Int/Div — Sold
Vanguard Total Stock Market Index — Int/Div — Sold
BROKERAGE ACCOUNT #22 (H)
McDonald's Corp — Int/Div
Schwab Govt Money Fund — Int/Div
BROKERAGE ACCOUNT #3 (H) (26)
iShares Edge MSCI Min — Int/Div — Sold
iShares Gold ETF /k/a iShares Gold Trust — None — Sold
iShares iBoxx High Yield — Int/Div — Sold
iShares iBoxx Invt Grd Bond ETF — Int/Div — Sold
iShares JPMorgan USD MTS Bond ETF — Int/Div — Sold
iShares MSC1 Hong Kong — Int/Div — Sold
iShares Russell 2000 Index — Int/Div — Sold
iShares TIPS Bond ETF f/k/a iShares Barclays Fund 5.289% — Int/Div — Sold
iShares TR Bond 20+ Treasury Bond — Int/Div — Sold
iShares 7-10 Year Treasury f/k/a iShares Barclays 7-10 Bond — Int/Div — Sold
PIMCO Enhanced SHRT — None — Sold
PowerShares QQ Trust, Series — Int/Div — Sold
Powershares S&P Low Volatility — Int/Div — Sold
Schwab Govt Money Fund — Int/Div — Sold
SPDR S&P S00 Fund — Int/Div — Sold
Vanguard FTSE Developed Markets ETF — Int/Div — Sold
Vanguard FTSE Emerging Markets ETF f/k/ a Vanguard Emerging Mkts Index — Int/Div — Sold
Vanguard Global ex-US Real Est ETF f/k/a Vanguard Int'l Equity ETF — Int/Div — Sold
Vanguard Interm Term Corp Bd ETC — Int/Div — Sold
Vanguard MSCI EAFE Index — Int/Div — Sold
Vanguard Total Bond Market ETF — Int/Div — Sold
Vanguard Total Stock Market Index — Int/Div — Sold
Vanguard Dividend Appreciation — Int/Div — Sold
BROKERAGE ACCOUNT #4 (H) (43)
iShares Edge MSCI Min f/k/a MSCI EAFE Minimum Volatility — Int/Div — Sold
iShares Gold ETF {/k/a iShares Gold Trust — None — Sold
iShares iBoxx High Yield — Int/Div — Sold
iShares iBoxx Invt Grade Bond ETF — Int/Div — Sold
iShares JPMorgan USD Mkts Bond ETF — Int/Div — Sold
iShares MSC1 Hong Kong — Int/Div — Sold
iShares Russell 2000 — Int/Div — Sold
iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Int/Div — Sold
iShares 20+ Yr Treasury Bond ETF f&/a iShares Barclays20+ Yr Tr BD Fd — Int/Div — Sold
iShares 7-10 Year Treasury Bd ETF fik/a iShares Barclays 7-10 Treasury — Int/Div — Sold
PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div — Sold
PIMCO 0-5 Year High Yid — None — Sold
PowerShares QQQ Trust, Series — Int/Div — Sold
Schwab Govt Money Fund — Int/Div — Sold
Vanguard Dividend Appreciation — Int/Div — Sold
Vanguard FTSE Developed Markets ETF — None — Sold
Vanguard FTSE Emerging Markets ETF — None — Sold
Vanguard Interm Term Corp Bd ETC — Int/Div — Sold
Vanguard Total Bond Market ETF — Int/Div — Sold
Vanguard Total Stock Market Index — Int/Div — Sold
3 E Brokerage Account (H) 51
Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy
Fidelity Total Bond ETF (FBND) — Int/Div — Buy
iShares lnc MSCl Jpn ETF — None — Buy
iShares MSC FRNTR 100 ETF (FM) — Int/Div — Buy
iShares TR MSCI ACWI ETF (ACW) — Int/Div — Buy
iShares TR MSCI ACWI ETF (ACW) — Int/Div — Buy
iShares Trust MSC India Index FD (INDA) — Int/Div — Buy
iShares TIPS Bond ETF (TIP) — Int/Div — Buy
iShares TR Barclays 7 < 10 Yr (IEF) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd (NFAR) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd (NFAR) — Buy (add'l)
iShares Gold Trust iShares (IAL) — Int/Div — Buy
Powershares QQOQ Tr Unit Ser {QQQ) — Int/Div — Buy
Powershares QQOQ Tr Unit Ser {QQQ) — Sold (part)
SPDR S&P S00 ETF — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF (VWO) — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF (VWO) — Sold (part)
Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy
Vanguard Index Fds Small Cap (VBR) — Sold (part)
Vanguard Index Fds Small Cap (VBR) — Sold (part)
Wisdomtree Trust Japan Hedge EQT (DX) — Int/Div — Buy
Wisdomtree Trust Japan Hedge EQT (DX) — Buy (add'l)
1 E Brokerage Account 95 (H)
Fidelity Treasury Money Market Fd {FZFXX) — Int/Div — Buy
iShares Core S&P Total US Stock Market ETF ATOT) — Int/Div — Buy
iShares TR MSC ACWI ETF (ACWD — Int/Div — Buy
iShares Inc Core MSCI Emerging Markets ETF (IEMG) — Int/Div — Buy
iShares TIPS Bond ETF (TIP) — Int/Div — Buy
iShares Core US Aggregate Bond ETF (AGG) — Int/Div — Buy
iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy
iShares TR Short Treas Bd (SHY) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd (NEAR) — Int/Div — Buy
iShares Gold Trust iShares (IAL) — Int/Div — Buy
iShares Gold Trust iShares (IAL) — Sold
Powershares QQQ Tr Unit Ser 1HQQQ) — Int/Div — Buy
SPDR S&P S00 ETF — Int/Div — Buy
1 E Brokerage Account 00 (H)
Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy
Fidelity Total Bond ETF (FBND) — Int/Div — Buy
iShares Inc MSC FRNTR 100 ETF (FM) — Int/Div — Buy
iShares TR MSCI ACWI ETF (ACW) — Int/Div — Buy
iShares Trust MSC India Index FD (INDA) — Int/Div — Buy
iShares TIPS Bond ETF (TIP) — Int/Div — Buy
iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd INEFAR) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd INEFAR) — Buy (add'l)
iShares US ETF Tr Short Maturity Bd INEFAR) — Buy (add'l)
iShares Gold Trust iShares (IAL) — Int/Div — Buy
iShares Gold Trust iShares (IAL) — Sold (part)
Powershares QQOQ Tr Unit Ser 1{QQQ) — Int/Div — Buy
Powershares QQOQ Tr Unit Ser 1{QQQ) — Buy (add'l)
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy
Wisdomtree Trust Japan Hedge EQT (DXJ) — Int/Div — Buy
Wisdomtree Trust Japan Hedge EQT (DXJ) — Buy (add'l)
Wisdomtree Trust Japan Hedge EQT (DXJ) — Buy (add'l)
3 E Brokerage Account 64 (H)
Fidelity Treasury Money Market Fd (FZFXX)} — Int/Div — Buy
Fidelity Total Bond ETF (FBND) — Int/Div — Buy
iShares lnc MSCI FRNTR 100 ETF (FM) — Int/Div — Buy
iShares Inc MSCI Jpn ETF — None — Buy
iShares Trust MSC India Index FD (INDA) — Int/Div — Buy
iShares TIPS Bond ETF (TIP) — Int/Div — Buy
iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy
iShares Gold Trust iShares (IAL) — Int/Div — Buy
iShares Gold Trust iShares (IAL) — prt)
iShares US ETF Tr Short Maturity Bd INEAR) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd INEAR) — Buy (add'l)
Powershares QO Tr Unit Ser 1{QQQ) — Int/Div — Buy
Powershares QO Tr Unit Ser 1{QQQ) — Sold (part)
SPDR S&P S00 ETF — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy
Wisdomtree Trust Japan Hedge EQT (DXJ) — Int/Div — Buy
Wisdomtree Trust Japan Hedge EQT (DXJ) — Buy (add'l)
3 E Brokerage Account 53 (H)
Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy
iShares Core S&P Total US Stock Market ETFATOT) — Int/Div — Buy
iShares TR MSC ACWI ETF (ACW — Int/Div — Buy
iShares Inc Core MSCI Emerging Markets ETF (1IEMG) — Int/Div — Buy
iShares TIPS Bond ETF (TIP) — Int/Div — Buy
iShares Core US Aggregate Bond ETF (AGG) — Int/Div — Buy
iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy
iShares TR Short Treas Bd (SHY) — Int/Div — Buy
iShares US Err Tr Short Maturity Bd (NEAR) — Int/Div — Buy
iShares Gold Trust iShares (IAL) — Int/Div — Buy
1 E Brokerage Account 56 (H)
Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy
Fidelity Total Bond ETF (FBND) — Int/Div — Buy
iShares Inc MSCI FRNTR 100 ETF (FM) — Int/Div — Buy
iShare Inc MSCI JPN ETF — None — Buy
iShares TR MSC ACWI ETF (ACW) — Int/Div — Buy
iShares TIPS Bond ETF (TIP) — Int/Div — Buy
iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd INEAR) — Int/Div — Buy
iShares US ETF Tr Short Maturity Bd INEAR) — Buy (add'l)
iShares Gold Trust iShares (IAL) — Int/Div — Buy
Powershares QO Tr Unit Ser 1{QQQ) — Int/Div — Buy
Powershares QO Tr Unit Ser 1{QQQ) — Sold (part)
SPDR S&P S00 ETF — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Int/Div — Buy
Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)
Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy
Vanguard Index Fds Small Cap (VBR) — Sold (part)
Wisdomtree Trust Japan Hedge EQT (DX) — Int/Div — Buy
Wisdomtree Trust Japan Hedge EQT (DX) — Buy (add'l)
CHARLES SCHWAB MONEY MARKET ACCOUNT — None
Fidelity USA n/k/a Fidelity Money Market Checking Account — Interest
Bank of America (savings) — Interest
Bank of America (checking) — Interest
LILO, LLC (Limited Liability Corporation) — Int/Div
Citizens Bank (savings and checkings) — Interest
Chairman Emeritus, Director, Albert Schweitzer Fellowship
Chur, John William Ward Fellowship
Chair, Integrity Imniatives International
Adpnct Lecturer, Harvard University Kennedy School
Semor Fellow, Harvard University Carr Center for Human Rights
Reimbursement — INTEGRITY INITIATIVES INT'L
Reimbursement — ASPEN INSTITUTE — 3/26-3/27/2017 — DC — EDUCATIONAL PROGRAM — TRAVEL FOOD LODGING
Reimbursement — ENGLAND/NTEGRITY INITIATIVES INT'L — GREAT BRITAIN — PROGRAM
Reimbursement — ENGLAND/INTEGRITY INITIATIVES INTL
Reimbursement — INTEGRITY INITIATIVES INT'L
Reimbursement — WALES INDEP. COMMN AGAINST CORRUPTION
Income — 27 — Harvard Kennedy School - Teaching — S10.000.00
In 2017, most of the assets owned by my [jij and me were initially managed by Windhaven Investments (*Windhaven"). In mid-2017, those asserts were

transferred for management to JEdge Asset Management ("3Edge"). Windhaven and 3Edge provided the information in this Report concerning the assets each

managed, That information is, to the best of my knowledge, correct,

My [Jill and I invest in what Windhaven and 3Edge call "Funds," through which identical investments ure made simultuncously for many investors, They are not

mutual funds. Rather, various index shares are hought and sold for individual accounts at various times. Therefore, there are many transactions described in this

Report which would not be required to be reported if we were invested in mutual funds which engaged in similar transactions.

1 have not listed in Part VII the asset in my Relative’s Personal Residence Trust in part because 1 recently learned it was terminated by my relatives several years

ago.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10336. Public record. Not legal advice.
