# Wendelin I. Lipp > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11770 ## Record - **Judge:** Wendelin I. Lipp - **Year:** 2017 - **Report type:** Annual - **Pages:** 11 ## Text Rental property Montgomery County, MD (166.000) — Rent GE-common — Int/Div — Sold (part) United Tech-common — Int/Div SWMXX — Int/Div EUEYX wka AIFRX — Int/Div JENSX — Int/Div — Buy (add'l) BIBIX — Int/Div Capital One Bank-Various Accounts — Interest RBC Bank Deposit Program /cash — Interest Acacia n/k/a’/AMERITAS LIFE INS, CORP. (Whole Life Insurance policy) — Int/Div Acacia n'k/a AMERITAS LIFE INS. CORP (Whole Life Insurance policy) — Int/Div AIG Sun America n/k/a AIG AMER. GEN LIFE INS. (whole life insur.) — Int/Div IRA #1 PONAX — Int/Div — Buy (add'l) RAGTX — Int/Div SGENX — Int/Div KLCAX — None AZNAX — Int/Div — with line 18) ITHAX — None — Sold BME — None TGTRX — Int/Div GLOBAL X FDX (SDIV) — Int/Div UITFT DIV INC PLUS PORT 20 — Int/Div — Redeemed WISDOMTREE TRUST MIDCAP DIV FD ETF (DON) — Int/Div WISDOMTREE TRUST SMALLCAP FUND ETF — Int/Div UIT FTEP SER 2016 — Int/Div UITFTSER 2) — Int/Div — Redeemed UIT HIGH DIV EQUITY PORT SER 26 — Int/Div NEFXS (NATIXIS) — Int/Div — Buy UITFT FINLS SELECT PORT SER 60) — Int/Div — Buy UITFT FINLS SELECT PORT SER 60) — Buy (add'l) UIT FT SMID HIGH DIV PORT SER 27 — Int/Div — Buy UIT FT STRATEGIC DIV SELECT PORT SER 30 — Int/Div — Buy UIT FT STRATEGIC DIV SELECT PORT SER 30 — Buy (add'l) UIT FT SMID HIGH DIV PORT SER 20 — Int/Div — Redeemed IRA#2: Oppenheimer Value Fund (CGRWX) — Int/Div Growth Fund of America MF — Int/Div Washington Mutual Investors Fund MT — Int/Div QQOQ 100 Trust/Powershares — Int/Div UITFT DIV INC PLUS PORT SER. 20 — Int/Div — Redeemed UIT FT SMID HIGH DIV PORT SER 20 — Int/Div — Redeemed UIT FT DIV STRENGTH SER 37 — Int/Div — Buy UIT FT SMID HIGH DIV PORT SER 27 — Int/Div — Buy Blackrock US Opp. Port C1. A kin/a Blackrock High Equity Inc. (BMEAX) — Int/Div Allianz RCM Global Technology-MF (RAGTX) — Int/Div Goldman Sachs Mid Value Fund-MF — Int/Div Prudential Jennison 20/20 Focus Fund-MF — None Oppenheimer Value Fund Class A — Int/Div The Growth Fund of America-MF — Int/Div New Perspective Fund A — Int/Div Fundamental Investors A — Int/Div UIT FT SERIES 29 CAP STRENGTH PORT SEMI-ANNUAL — None — Redeemed JTD — Int/Div ONEOK Partners LP — Int/Div XLK — Int/Div FIRST TRUST ETF NYS ARCA BIOTECH INDEX FUND (FBT) — None AB HIGH INC. MUNIC. PORT CLA (ABTHX) — Int/Div AB HIGH INC. MUNIC. PORT CLA (ABTHX) — Interest — Sold DVY — Int/Div MFS SER TRX INT'L VALUE FD IMGIAX) — Int/Div IVY FDS INC (WSTAX) — Int/Div FRANKLIN TEMP. FUNDS MD T/F INC FUND CLA (FMDTX) — Int/Div — Buy FRANKLIN TEMP. FUNDS MD T/F INC FUND CLA (FMDTX) — Buy (add'l) FRANKLIN TEMP. FUNDS MD T/F INC FUND CLA (FMDTX) — Buy (add'l) UITFT BIOTECH PORT SER 37 — None — Buy UIT FT HIGH DIV EQUITY PORT SER 26 — Int/Div UITFT DIV STRENGTH PORT SER 29 — Int/Div — Redeemed UIT FT CAP STRENGTH SER 37 — Int/Div — Buy UITFTP DIV INC PLUS PORT SER 20 — Int/Div — Redeemed UITFTP DIV INC PLUS PORT SER 21 — Int/Div — Redeemed UITFTCLOUD COMP. SER 17 — Int/Div — Buy UIT FT SMID SER 30 CAP STR PORT — Int/Div UIT FT US ENER. INDEP SER 7 — None — Redeemed UIT FT CAP STRENGTH PORT SER 29 — None — Redeemed UIT FT ELECTION PORT SER 2016 — Int/Div UIT FT SMID HIGH DIV PORT SER 20 — Int/Div — Redeemed UIT FT SMID HIGH DIV PORT SER 22 — Int/Div UITGUGG DEF PORT BLUE CHIP SER 9 — Int/Div — Sold UIT GUGG DEF PORT SER 11 US CAP STR — Int/Div UIT GUGG DEF PORT SER 23 DIVERS DIV & INC. PORT — Int/Div UIT ENERGY SELECT SER 61 — Int/Div — Buy UIT FT SMID HIGH DIV PORT SER 27 — None — Buy UITFT TECH. SELECT PORT SER 65 — Int/Div — Buy UIT FT FINLS SELECT SER 60 — Int/Div — Buy UIT FT STRATEGIC DIV SELECT PORT SER 30 — Int/Div — Buy UIT FT STRATEGIC DIV SELECT PORT SER 30 — Buy (add'l) UIT FT STRATEGIC DIV SELECT PORT SER 30 — Buy (add'l) UIT FT STRATEGIC DIV SELECT PORT SER 30 — Buy (add'l) Board of Directors, Walter Chandler Amencan Bankruptcy Inn of Court TRUSTEE FOR FAMILY MEMBER'S TRUST, NA PART VIL Investments and Trusts: No.1: The tax assessment is $166,000, No. 38: This entry was inadvertantly omitted from the last report. | thought it was a duplicate item and omitted it m error. The UIT was purchased on 1/26/16 with a K value code --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11770. Public record. Not legal advice.