# Elizabeth L Perris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11616 ## Record - **Judge:** Elizabeth L Perris - **Year:** 2011 - **Report type:** Annual - **Pages:** 8 ## Text LS Bonds Duke Stock Teco Stock IRA Account — Int/Div Vanguard Windsor 11 Mutual Fund Spectra Energy Stock Choice CD Money Market Funds (Schwab Cash Reserves) — Buy Money Market Funds (Schwab Cash Reserves) — Buy — IRA #2/Line 16 Vanguard S & P 500 Fund — Distribution Vanguard Europe Fund — Distribution Bnstol Meyers Squibb Stock — Int/Div Harbor International Fund — Distribution — Buy US. Savings Bonds — Interest 1/4 Interest - Condominium, Otter Rock, Oregon — Rent Kimberly Clark Stock — Int/Div — Sold Baron Asset Fund Shares — istrnibution — Buy NASDAQ 100 Stock — Int/Div Or. Alt. Energy Bonds Due 2014 — Interest — Redeemed 1 Shares-Russell 2000 — Int/Div Coming, Inc — Int/Div — Sold Zimmer Holdings Inc — None — Sold Mylan Labs — None — Sold Key Bank Accounts (CD/checking) — Interest Phazer stock — Int/Div — Sold Medco Health Solutions — None — Sold Om Point FCU (CD/checking) — Interest iShares - Emerging Markets — Int/Div First SW Prime Income Fund — Int/Div — Sold (part) First SW Prime Income Fund — Buy First SW Prime Income Fund — Buy First SW Prime Income Fund — Buy First SW Prime Income Fund — Buy First SW Prime Income Fund — Sold (part) KBW Bank ETF — Int/Div — Sold IRA £2 -On Pont CD — Interest — Buy IRA £2 -On Pont CD — Distnbuted — to IRA #1) Line 1 1/2 interest - Condominium, Portland, Oregon — Rent Or Vet Welfare Due 2041 — Interest — Buy Reimbursement — American Law Institute - American Bar Association — 9/21/11 -9/23/11 — Chicago, IL — Seminar — Transportation, meals and room Reimbursement — Nanonal Conference of Bankruptcy Judges — 10001 «11S 1) — Tampa, FL — Semmar — Hotel Income — 2011 — West Services - Book Royalty — S2. 785.00 Line 1. My 2010 report included on line 8 a Wachovia Bank certificate of deposit. As noted in the Committee's September 23, 2011, letter, this certificate matured in a prior year and should have been omitted from the 2010 report. Since this was a mistake in the 2010 nreport, it is not referenced in Part VIL Lines 9 and 37: On November 14, 2011, rolled over funds from my OnPoint IRA to my Schwab IRA. A small balance remains in OnPoint. Lines 13 and 17: Shares bought monthly in Harbor International Fund and Baron Asset Fund Shares. Distributions from these two funds, plus Vanguard S & P 500 Fund (line 10), Vanguard Europe Fund (Line 11), and Vanguard Windsor II Mutual Fund (Line $), include capital gains and dividends. | reinvested the distributions in all these funds except Harbor International, Line 15: On my 1/4 interest in the condominium at Otter Rock, Oregon, the net rents are after payment of expenses. My share of the rents without reduction of expenses would be Code B. Quarter interest in condominium purchased in August 1994 for $27,500. Line 19: Transaction was a bond call. Lines 29 and 8: First SW Prime Income Fund and Schwab Cash Reserves are money market funds. 1 reinvest the distributions. In addition, I regularly deposit stock dividends, asset liquidation proceeds, and interest income in both accounts. The dividends and interest deposits are small. Only transactions in excess of $1,000 within the pertinent account are separately reported. Line 34. Proceeds from August 25, 2011, sale of First Southwest Prime Income Fund used to pay down home mortgage. Line 38: On my 1/2 interest in the condominium at Portland, Oregon, the net rents are after payment of expenses. My share of the rents without reduction of expenses would be Code D. Half interest in condominium purchased in April 2010 for $235,500, from the Estate of | ___ --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11616. Public record. Not legal advice.