# Patricia Anne Gaughan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11686

## Record

- **Judge:** Patricia Anne Gaughan
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Keybank National Association Savings Account — Interest
Third Federal Savings Checking Account {y)
IRA - Columbus Life Insurance Co Deferred Annuity — Interest — Distnbuted
IRA - Phoenix Home Life Flexible Annuity — Interest — Distributed
IRA Z(H)
Colunbia Contrarian Core Fund Class Z (SMGIX) — Int/Div
Templeton Glbal Bond ADV (TGBAX) — Int/Div
Henderson Eiropean Focus Fund CL (HFEIX)(Y)
Blackrock Global Allocation Fund Inc Institutional (MALOX) — Int/Div
Franklin Inc ADV (FRIAX) — None — Sold
The Income of America Fund Class F2 (AMEFX) — Int/Div — Buy
Thomburg Income Builder CL I (TIBIX) — Int/Div
IRA £2 (H)
Colunbia Contrarian Core Fund Class Z — Int/Div
Templeton Glbal Bond ADV — Int/Div
Blackrock Global Allocation Fund Inc Institutional — Int/Div — Buy (add'l)
Thomburg Income Builder CL — Int/Div
MFS Value Fund Class — Int/Div — Buy
Brokerage #1 (H)
UBS Bank USA Deposit Account — Interest
American Funds Smallcap World Fund Class F2 (SMCFX) — Int/Div
Artisan International Value Inv (APDKX) — Int/Div
JP Morgan Large Cap Growth Fund Select (SEEGX) — Int/Div
Prudential Jennison Equity Income Fund Class Z — Int/Div — Sold
Third Ave Tr Real Estate Value FD — None — Sold
EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND HEIGMX) — Int/Div
AQR MANAGED FUTURES STRATEGY FUND CLASS (AQMIX) — Int/Div
THORNBERG CORE GROWTH FUND — None — Sold
OPPENHEIMER SR FLOATING RATE FD CLASS Y (OOSYX) — Int/Div — Buy
Columbian Contrarian Core Fund Class Z (SMGIX) — Int/Div
Amer Funds New World Fund Class 2 INFFFX) — Int/Div
Pioneer Fling Rate FD CL Y — None — Sold
Vanguard Short-Term Corp BD IDX Admiral — None — Sold
Prudential Total Return Bond Fund Class Z (PDBZX) — Int/Div
The Income Fund of America Fund Class F2 (AMEFX) — Int/Div
T Rowe Price Diversified Small Cap Growth FD (PRDSX) — Int/Div
Thomburg Income Builder CL I (TIBIX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral — None — Sold
Henderson European Focus Fund CL — Int/Div — Sold
Nuveen Invt TR NWQ Small Cap Value FD CL 1INSCRX) — Int/Div
Cohen & Steers Real Estate Securities BD HOSDIX) — Int/Div — Buy
Cohen & Steers Real Estate Securities BD HOSDIX) — Buy (add'l)
Jensen Quality Growth Fund Class (JENIX) — Int/Div — Buy
JP Morgan Equity Income Fund (HLIEX) — Int/Div — Buy
Principal Midcap Fund Class P (PMCPX) — Int/Div — Buy
Member - Board of Directors, St. John Medical Center Community Board
Member - Board of Directors, Collaborative to End Human Trafficking
Agreement — 1978 — PERS - mandatory public retirement plan covering state and local public employees (SEE Chap 145 of the Ohio Revised Code)
Spouse's income — 2016 — St. Raphael Church (administration)
Part VII, lines 3 and 4: Cash-based; no underlying investments.

Part VII, line 3 of the 2015 report is a defined benefit pension plan, therefore it hus been removed from Part VII of my reports. It continues to be reported in Part

11, and any benefits received will be listed in Part 111 A.

Part VII, lines 8 and 16: See 2015, lines 8-13 and 21-26, respectively.

Part VIL, lines 37 and 45 of 2015 report: Inadvertently duplicated entries.

Part VII, line 43, Column D(1) of the 2015 report: Transaction should have reflected a partial sale.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11686. Public record. Not legal advice.
