# Rebecca Buehler Connelly

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13801

## Record

- **Judge:** Rebecca Buehler Connelly
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 9

## Text

Bank of Botetourt savings account — Interest
Cornerstone Bank CD pm — Interest
Cornerstone Bank CD pn [ — Interest
Comerstone Bank CD pm — Interest
Cornerstone Bank stock pmo — Interest
Cornerstone Bank savings account pm — Interest
SunTrust Bank joint money market bank account — Interest
SunTrust Bank jomt checking account — Interest
Ameriprise Money Market Acct — Interest
Ameriprise AIM Invesco Equity & Inc Fund — Int/Div
Ameriprise Columbia Funds Account — Int/Div — Sold (part)
Amenprise Columbia Pacific Mutual Fund — Int/Div
Ameriprise Columbia Mid Cap Growth Fund CL A — Int/Div — Buy
Ameriprise Columbia Acom Thermostat CLA — Int/Div — Buy
Ameriprise Columbia Intermediate Municipal Bond CL A — None — Buy
Ameriprise Eaton Vance Floating Rate CL A — Int/Div — Buy
Ameriprise Fidelity Advisor Emerging Markets CL A — Int/Div — Buy
Ameriprise Legg Mason BW Global Opportunities Bond CL A — Int/Div — Buy
Ameriprise Gabelli Asset Mutual Fund — Int/Div
Ameriprise Goldman Sachs Rising Dividued Growth CL A — Int/Div — Buy
Ameriprise Metro West Bond Fund — Int/Div — Sold
Ameriprise Putnam US Gov Inc Mutual Fund — Int/Div — Sold
Ameriprise Quaker Mid Cap Value Fund — Int/Div — Sold
Ameriprise Virtus Small Cap Core Fund — Int/Div — Sold
TRP Mid Cap Growth fund — Int/Div
IRP Spectrum Income fund — Int/Div
Vanguard Tax Mangd Balanced Fund — Int/Div — Sold
Vanguard Target Ret 2015 mutual fund — Int/Div — Sold
Vanguard Target Ret 2020 mutual fund — Int/Div — Sold
Vanguard Vanguard Balanced Index mutual fund — Int/Div — Sold
Vanguard Wellesley Inc Fund mutual fund — Int/Div
Vanguard Wellington Fund mutual fund — Int/Div — Sold
JP Morgan Income Builder fund UGTMA — Int/Div
Prudential Jennison Equity Income UGTMA — Int/Div
JPMorgan Income Builder UGTMA — Int/Div
Prudential Jennison Equity Income UGTMA — Int/Div
Janney Montgomery Sweep Acct — Interest
Alger Spectra CL C — Int/Div
Alger Spectra CL — Int/Div — Buy
Baron Growth CL — Int/Div — Buy
Columbia Acorn EM Class Z — Int/Div — Buy
Highmark Geneva Mid Cap Growth CL € — Int/Div
MFS Emerging Markets Debt CL B — Int/Div
MFS International Value CL — None — Buy
Muainstay High Yield Corp Bond CL B — Int/Div
Oppenheimer Developing Markets CL C — Int/Div
Oppenhemmner Global Opportunities C1 € — Int/Div
Oppenheimer Steelpath Alpha CL Y — None — Buy
PIMCO Income CL C — Int/Div
Putnam Diversified In CL Y — None — Buy
Sterling Capital Equity Income CL ( — Int/Div
Yacktman Service CL X — None — Buy
Bank Montreal Autocallable Note — Interest — Redeemed
Bank Montreal Autocallable Note new note purchased 2013 — None — Buy
Government Bonds — Int/Div
Government Bond — Int/Div
Gov Series EE Bonds — Int/Div
Govenment Series EE Bonds — Int/Div
Government Series EE Bonds — Int/Div
Government Series EE Bonds — Int/Div
TIAA Cref Retirement Account — Int/Div
Virginia 529 Potomac Plan (age based) (no control) — Int/Div
Virginia 529 Chesapeake Plan (age based) {no control) — Int/Div
Spouse's income — 2013 — Rowman and Littlefield rovalty S61 42
Spouse's income — 2013 — Washington and Lee University Salary
Part VII Investments and Trusts line 53. The Bank of Montreal Note was redeemed. A new Bank of Montreal note was purchased with the proceeds. Thus the

current value at the end of the period for line 53 is <0- but on line 54 the value of the new Bank of Montreal note is reported.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13801. Public record. Not legal advice.
