# Richard T. Morrison

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12601

## Record

- **Judge:** Richard T. Morrison
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 9

## Text

Vanguard federal money market fund (Y)
shares MSC Australia Indx Fund-<1RA — Int/Div
Ishares MSCI Singapore Index Fund--1RA — Int/Div
Ishares Ireland Investable Market Index Fund--IRA — Int/Div
Ishares MSCI Poland Investable Market Index Fund--IRA — Int/Div
Ishares Hong Kong Index Fund--1RA — Int/Div
Ishares New Zealand Index Fund-<IRA — Int/Div
LeamingQuest Portfolio (529), #03 (H)
Total Growth Index Portfolio — Int/Div
Total Bond Market Index Portfolio — Interest
LeamingQuest Portfolio (529), #02 (H)
Total Growth Index Portfolio — Int/Div
Total Bond Market Index Portfolio — Interest
PNC checking account #22 — Interest
Vanguard 500 index Admiral #57 (converted from mvestor on 8/11/17) — Int/Div — Buy
Vanguard S00 Index Fund Admiral Shares 2 {moved to line 48 below) (Y)
Apple Inc. common — None — Sold
Microsoft Inc common — None — Sold
Vanguard 500 Index Admiral Shares (IRA) 2 — Int/Div
Int. in Southgate Land Dev. of Vero Beach, FL LLC — None
Vanguard federal money market fund 2 — Interest
Class B non-voting common shares of Northgate Inv. Co. — None
American Int'l Group common — None — Sold
Interest in Four Star Garfield LLC — None
Vanguard 500 mdex Fund admiral shares 2 (moved from line 36) (X) — Int/Div — Buy
Vanguard 500 mdex Fund admiral shares 2 (moved from line 36) (X) — Buy
S10.
IEV Europe ETF — Int/Div — Buy
SNAP — None — Buy
VBIRX Vanguard short term bond index admiral — Int/Div — Buy
VBLIX Vanguard intermediate term bond index admiral — Int/Div — Buy
Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div
ECH (Chile Index Fund)-<IRA — Int/Div
Vanguard emerging markets fund--1RA — Int/Div
PNC checking account #669 — Interest
Spouse's income — 2017 — Self-employed lawyer and consultant
Lines 11 and 14 correspond to LearningQuest section 529 plans. The funds in these plans are invested in index portfolios. The index portfolios are composed

of stocks and bonds. Therefore, the index portfolios produce income in the form of dividends, interest, and capital gains. The statements | receive from

LearningQuest do not show amounts of dividends, interest, or capital gains, Nor do the statements show amounts distributed. Rather, the statements show the

value of the index portfolios over time. In the absence of information about income, 1 have calculated the income during the reporting period in column B(1) by

subtracting the value of euch index portfolio at the beginning of the reporting period from the value of the portfolio at the end of the reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12601. Public record. Not legal advice.