# David E. Jones > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13599 ## Record - **Judge:** David E. Jones - **Year:** 2017 - **Report type:** Annual - **Pages:** 11 ## Text TD Ameritrade Revocable Trust Account (Hy TD Ameritrade Cash Equivalent (FDIC Insured Account) — Interest DFA Tax Managed US Targeted Value Mutual Fund — Int/Div DFA US Small Cap Mutual Fund — Int/Div DFA US Large Cap Value Mutual Fund — Int/Div Gabelli Equity Income Mutual Fund — Int/Div — Sold (part) Gabelli Equity Income Mutual Fund — Sold (part) DFA US Large Cap Equity Mutual Fund — Int/Div Powershares FTSE RAFI US 1000 ETF — Int/Div Oppenheimer Global Y Mutual Fund — Int/Div — Buy (add'l) Tweedy Browne Worldwide High Dividend Yield Mutual Fund — Int/Div DFA Emergmg Markets Value Mutual Fund — Int/Div Oppenheimer Developing Markets Y Mutual Fund — Int/Div American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Int/Div — Sold (part) American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Sold (part) American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Sold (part) American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Buy (add'l) American Funds High-Income Municipal Bond F-2 Mutual Fund — Int/Div AMG GW&K Municipal Bond Mutual Fund — Int/Div — Buy (add'l) AMG GW&K Municipal Bond Mutual Fund — Buy (add'l) Thomburg Limited Term Municipal Mutual Fund — Int/Div — Sold TD Ameritrade IRA (H) TD Ameritrade Cash Equivalent (FDIC Insured Account) — Interest DFA US Targeted Value Mutual Fund — Int/Div — Buy (add'l) DFA US Small Cap Mutual Fund — Int/Div DFA US Large Cap Value Mutual Fund — Int/Div — Sold (part) PIMCO RAE Fundamental Plus Mutual Fund — Int/Div DFA International Value Mutual Fund — Int/Div DFA International Small Cap Value Mutual Fund — Int/Div DFA International Small Cap Mutual Fund — Int/Div — Sold (part) DFA Large Cap Intemational Mutual Fund — Int/Div Oppenhemmer Global Y Mutual Fund — Int/Div Tweedy Browne Global Value Mutual Fund — Int/Div American Funds New World F-2 Mutual Fund — Int/Div — Sold (part) DFA Emerging Markets Small Cap Mutual Fund — Int/Div DFA Emerging Markets Mutual Fund — Int/Div DFA Emergimg Markets Value Mutual Fund — Int/Div Oppenheimer Developing Markets Y Mutual Fund — Int/Div Fidelity Total Bond Z Mutual Fund — Int/Div — Buy PIMCO Income Inst Mutual Fund — Int/Div — Buy (add'l) PIMCO Income Inst Mutual Fund — Buy (add'l) FPA New Income Mutual Fund — Int/Div — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA New Income Mutual Fund — Buy (add'l) Goldman Sachs Local Emerging Markets Debt 1 Mutual Fund — Int/Div — Sold FPA Capital Mutual Fund — None — Sold TD Ameritrade Spouse IRA (H) TD Ameritrade Cash Equivalent (FDIC Insured Account) — Interest DFA US Targeted Value Mutual Fund — Int/Div — Buy DFA US Small Cap Mutual Fund — Int/Div PIMCO RAE Fundamental Plus Mutual Fund — Int/Div Oppenheimer Global Y Mutual Fund — Int/Div Tweedy Browne Global Value Mutual Fund — Int/Div PIMCO Income Inst Mututal Fund — Int/Div — Buy FPA New lucome Mutual Fund — Int/Div — Sold (part) FPA New lucome Mutual Fund — Sold (part) FPA New lucome Mutual Fund — Buy (add'l) FPA New lucome Mutual Fund — Sold (part) Goldman Sachs Local Emergmg Markets Debt 1 Mutual Fund — Int/Div — Sold FPA Capital Mutual Fund — None — Sold DFA Emerging Markets Value Mutual Fund — None — Sold Oppenheimer Developing Markets Y Mutual Fund — None — Sold American Funds College America 529 Plan (Hy — Interest UW Credit Union Money Market Savings Account — Interest UW Credit Union Checking & Savings Accounts — Interest University of Wisconsin TIAA CREF 403(b) Retirement Plan CREF Stock — Int/Div — Sold (part) CREF Growth — Int/Div — Sold (part) CREF Global Equities — Int/Div — Buy (add'l) CREF Bond Market — Interest — Buy (add'l) CREF Bond Market — Buy (add'l) CREF Social Choice — Int/Div — Buy (add'l) CREF Money Market — Interest — Sold (part) CREF Equity Index — Int/Div — Buy Wisconsin Deferred Compensation 457 (H) Retirement Plan American Fund EuroPacific Growth R6 Mutual Fund — Int/Div DFA US Micro Cap Mutual Fund — Int/Div T. Rowe Price Instl Mid-Cap Equity Growth Mutual Fund — Int/Div Fidelity Contrafund Mutual Fund — Int/Div Vanguard Institutional Index Inst] Plus Mutual Fund — Int/Div BlackRock US Debt Index W Mutual Fund — None Galliard Capital Management Stable Value Fund — None Federated US Government Securities 2-5 year Mutual Fund — Int/Div TD Ameritrade IRA Line 40 - All shares of Fidelity Total Bond Mutual Fund exchanged to Fidelity Total Bond Z Mutual Fund on 4/3/2017 TD Ameritrade Spouse IRA Line 56 - Changed "Buy (add'l)" to "Buy" per 7/23/19 error letter Multiple accounts Lines 14, I8, 19,21, 40,41,43, 46, 57, 61, and 88 - Column 2B changed from "Interest™ to *Dividend™ per 7/23/19 ervor letter --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13599. Public record. Not legal advice.