# Kathleen Kerrigan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11629

## Record

- **Judge:** Kathleen Kerrigan
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 13

## Text

Schwab Roth Contributory IRA
Janus Fund — Int/Div
Schwab IRA Rollover
Schwab Cash Reserves — Int/Div
PONDX Pimco — Int/Div
LISOX Lazard — None
SFLNX Schwab Fundamental large — Int/Div
SFSNX Schwab Fundamental small — Int/Div
Schwab One Account £1 (H)
Janus Fund — Int/Div — Sold (part)
Janus Fund — Sold (part)
Baker & Hostetler retirement account
Fid Growth Co K — Int/Div
MetWest Tot Rin Bd — Int./y
Spartan 500 Index (now called Fid 500 Inded) — Ine
Baker & Hostetler Composite Fund — Int/Div
WFA Govt Securities — Int/Div
Schwab Muni account (H)
Austin Tex Wir & WA 5%22 — Interest
California ST 5%24 — Interest — Sold
Central Florida 5%28 — Interest — Buy
Fairfax County §%22 — Interest
Fairfax County §%24 — Interest — Buy
Fairfax Cnty VA SWR 5%31 — Interest — Buy
Henrio County VA §%27 — Interest — Buy
Lower Col River $%21 — Interest
Mass St. 5.25%24 — Interest — Buy
Hampton Road — Interest — Buy
Met T Auth NY Rev 5%24 — Interest — Buy
Maami-Dade CNTY FLA 5%22 — Interest
Michigan St Hosp. FI 5%25 — Interest
Michigan ST Trun 5.25%21 — Interest
MN ST GEN FD 5%26 — Interest
New Jersey Economic $%26 — Interest — Sold
New Jersey Tumpike 5%30 TPK — Interest
Ney York NY 5%22 — Interest
New York NY 5%23 — Interest — Sold
New York St Dorm §%/25 — Interest
New York St Dorm 5%23 — Interest
Norfolk VA Wir Rev 5%20 — Interest — Sold
Norfolk VA Wir REv §%23 — Interest
North Carolina Mun 5%/24 — None — Sold
San Antonio Tx Elec $%23 — Interest
San Fransico Calf $%23 — Interest — Sold
South Carollina Trans infra 5%21 — Interest
Univ CA 5%/25% — Interest — Sold (part)
Virginia College BI $%20 — Interest — Sold
Virginia Commonwealth TR 5%24 — Interest
Virginia ST PUB BLD 5%21 — Interest — Sold
Virginia St. PUB Bldg 5%24 — Interest — Sold (part)
Virgmia ST RES AUT 5%20 (x) — Interest
Virginia ST RES Aut 5%21 — Interest — Sold (part)
Virginia ST RES Aut 5%21 — Sold (part)
Virginia ST RES Aut 5%21 — Sold (part)
Virginia ST RES Aut 5%26 — Interest
Virginina St Res Auth 5%/25 — Interest
Virginia St. Water Auth 5%/24 — Interest
Vrrginia Res 'Auth 5%24 — Interest
Virginia State Pub School 5922 — Interest — Buy
Schwab 1 Account 2 2 (H)
JP Morgan Chase common stock — Int/Div
Walgreen Company common stock — Int/Div
Schwab Cash Reserves — Int/Div
Templeton Dragon Fund — Int/Div — Sold
PIMCO Total Return Fund — Int/Div — Sold
Matthews India Fund — Int/Div
Schwab Total Stock Mkt — Int/Div
Vanguard Value Index — Int/Div
Yacktman Fund — Int/Div
ISHARES MSCI CDA IDX FD — Int/Div — Sold
SCHW INTL EQ ETF — Int/Div
Oppenheimer Equity — Int/Div — Sold
Schwab Rollover IRA #2
Templeton Dragon Fund — Int/Div
PIMCO Total Return Fund — Int/Div
Blackrock Latin America — Int/Div
Matthews India Fund — Int/Div
Oppenheimer Equity Income Fund — Int/Div — Sold
Schwab Total Stock MKT — Int/Div — Buy (add'l)
Schwab Total Stock MKT — Buy (add'l)
Schwab Total Stock MKT — Buy (add'l)
Schwab Total Stock MKT — Buy (add'l)
Schwab Total Stock MKT — Buy (add'l)
Scwab Cash Reserves — Int/Div — Buy (add'l)
SCWINTLEQETF — Int/Div
Yackmman Fund — Int/Div
Scwag S&P 500 Index Fund — Int/Div — Buy
Schwab One Account 23 (H)
EGshares ETF Beyond BRICS — None — Sold
Ishare China Large Cap — Int/Div — Sold
Ishare commodities — Int/Div — Sold
Ishate emerging markets — None — Sold
shares IBOX — Int/Div — Sold
IShares Gold Trust — None — Sold
Ishares MSC Germany — None — Sold
IShares MSCI HK IDX FD — Int/Div — Sold
IShares MSC1 JAPAN — None — Sold
ISHARES RUSEELL 2000 — Int/Div — Sold
Shares TR Bond (Barclays) — Int/Div — Sold
Shate Tr Bond 7-10 — Int/Div — Sold
Power SHS S&P ETF 500 — None — Sold (part)
Power SHS S&P ETF 500 — Sold
PowerSHS QQ Trust SER — Int/Div — Sold (part)
PowerSHS QQ Trust SER — Sold
SPDR S&P SOO ETF TR — Int/Div — Sold
SPDR Barcclays short term — Int/Div — Sold
Vanguard DIV Appreciation — Int/Div — Sold
Vanguard Charlotte ETF(now called Vanguard International BNDX — Int/Div — Sold
Vanguard MSCI Emerging (vy)
Vanguard MSCI EAFE ETF (VEA)Developed markets — Int/Div — Sold
Vanguard REIT — None — Sold
Vanguard Total Stock MKT — Int/Div — Sold
Vanguard Int Equity(also callede Vanguard global) (VNQI) — Int/Div — Sold
Vanguard FTSE Emergmg — Int/Div — Sold
Vanguard ITC ETF DV — Int/Div — Sold
Schwab Cash Reserves — Int/Div — Closed
Windsom Trust JPN Hedge Equity — None — Sold
Bank of America Series of accounts — Interest
American Express Savings Account — Interest
Capittall One Savings Account (2 accounts) — Interest
Discover Bank Savings Account — Interest
EDSC Limited Partnership — Rent
123. — Interest
NSP Limited Partnership — Rent — Sold — Plaza Assocrates
125 — North Stafford LLC:
VSSC Limited Partnership — Rent
127 — Interest
THSC Limited Partnership — Rent
129. — Interest
Falstaff Center LLP — None
PHSA Medical Center LLC — Rent
132 — Interest
Valley Ranch Investors LLC — None
Adpunct Faculty, Georgetown University Law Center
Trustee, Family Trust #1 Unfunded
Agreement — 1998 — Baker & Hostetler LLP 401(k) and 401(a) plan with former law { irm (Repported in Part VII) All in one account managed by Fidelity and allowed to select from
Agreement — 2 — certain investments. Also, have option of rolling over into an IRA
Income — 2016 — Georgetown Universtily Law Center- teaching — S5.000.00
In Part VIL. Investments and Trusts, lines 122-133 are all limited partnership investments in real estate.

In Part VII Investments and Trusts, lines 19-59 are tax exempt bonds in a Schwab account mannaged by GW&K investment management Line 51, VA State Res

Aut 5%20 was reported as being sold in 2015 and only part of it was sold.

In Part VII Investments and Trusts, line 109 Vanguard MSC emerging is the same as Vanguard Emerging. These items should not have been reported separately.

-

In Past VII Investments and Tursts, line 120 Capital One Checking Account opened in November, 2016. There are now two accounts with Capital One,

In Past VII Investments and Trusts, line 124 DWS Scudder Large Cap fund listed on the 2015 report was sold and | madvertenly recorded it as closed instead of

sold. The value code for the amount of the sale was L and the date of the transaction was 9/17/15. There was a loss on the sale so there was no gain to report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11629. Public record. Not legal advice.