# Theresa Carroll Buchanan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15006

## Record

- **Judge:** Theresa Carroll Buchanan
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 9

## Text

Rental Investment Property "P" ummm — Rent
Rental Investment Property "G" - pum — Rent — Buy
Rental Investment Property - pms — Rent
Partnership Share — None
Amgen, Inc — Int/Div
AM. Wash. Mutual Inv. Fund — Int/Div
Memill Lynch CBA Money Fund — Interest — vanes
Microsoft Corp. — Int/Div
Intel Corp — Int/Div
General Electric Corp. — Int/Div
EMC Corp. Mass — Int/Div
Johnson & Johnson — Int/Div
Nortel Newtorks Corp — None
Delaware Group Div/ine Fund — Int/Div
Growth Fund of America — Int/Div
Texas Instruments — Int/Div
QualComm, Inc — Int/Div
Nuveen VA Muni. Bonds — Int/Div
Pinco Real Return Bonds — Int/Div
Disney — Int/Div
HE Corporation ] — Int/Div
Burke & Herbert Bank — Interest — varies
AMCAP Fund mm — None — Sold
Investment Co of America — None — Sold
Income fund of America ml — None — Sold
Growth Fund of America J — None — Sold
Black Rock Munivest Fund — Int/Div
Alliance Bernstem — None
Blackrock Int'l — Int/Div
Calamos Growth — None
Columbia Marisco Growth — None
Davis NY Venture — None
JP Morgan Value — Int/Div
Columbia Sehgman — None — Buy
John Hancock Regional Bank Fund — Int/Div — Buy
Henderson Global Equity Income Fund — Int/Div — Buy
Hennessy Focus Fund — None — Buy
Matthews Pacific Tiger Fund — Int/Div — Buy
Oppenheimer Developing Markets Fund — Int/Div — Buy
RS Global Natural Resources Fund — None — Buy
Satuit Capital US Emerging Companies Fund — None — Buy
Touchstone Sands — None — Buy
Virtus RealEstate Securites Fund — Int/Div — Buy
Schwab Govt. Money Fund — None — Buy
Newport News Bond — Interest — Buy
VA Polytechnic Bond — Interest — Buy
Virginia College Bond — Interest — Buy
Lord Abbett Interm Tax — Int/Div — Buy
Heartland Value Ford Inv — None — Buy
Jensen Quality Growth Fund — None — Buy
Oakmark Select Fund — None — Buy
Schwab Health Care Fund — None — Buy
shares MSC Emerg. Mkt Fund — None — Buy
Ishares TR MSCI EAFE — None — Buy
SPDR S&PSOD ETF TR — Int/Div — Buy
SPDR Nureen Barclay EFT — None — Buy
Vanguard Charlotte ETF — None — Buy
Vanguard Info. Technology — None — Buy
Vanguard Int'l Equity Fund — None — Buy
Vanguard Small Cap — None — Buy
Directory/Secretury/Vice President (see VII)
L** J no longer reveals his separate investments nor the asets of the family trust to me. | have no idea what he owned, bought, or sold during 2013. |

am not beneficiary of the JI trust.

I. The Trust #1 is a life insurance trust created estate planning purposes.

2

VIL 1. Assessed value of IN property "P" was $289,733 in 2013.

2. Assessed value of JN property "G" was $449,436 in 2013.

3. Assessed value of JIN was $464,500 in 2013.

4. This parmership share refers to Part 111 B, line I. The value is equal to the dollar amount invested.

VILL In response to the statutory conditions of $ U.S.C. app. SEC 102 (e)( 1 (E):

1. I has sole financial responsibility for these funds and 1 have no knowledge about them.

2. The separate assets are derived solely fron employment.

3. 1do not derive, nor expect to derive, any financial or economic benefit from these separate funds as | have substantial separate assests of my own, am not a

beneficiary of the trust.

4. Our tax retums do not reflect any of these separate assets as they are all mvested in retirement accounts of one sort or another so that any gains or losses

are not reportable. The trust files a separate return.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15006. Public record. Not legal advice.
