# David R. Strawbridge

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15125

## Record

- **Judge:** David R. Strawbridge
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

IRA #3
Wachovia Bank/Wells Fargo Bank (see VII. #4) — Interest
Vanguard PA Tx Exempt Money Market Fund — Int/Div
Vanguard Intermediate Term Treas Fund Adm Shares — Int/Div
Vanguard Short Term Treas Fund Adm Shares — Int/Div
Vanguard Intermediate Term Tx Exempt Fund Inv Shares — Int/Div
Vanguard LT Tx Empt Inv Shares — Int/Div — Sold
Vanguard LT Tx Empt Adm Shares — Int/Div — Buy
Vanguard International Value Fund — Int/Div — Sold (part)
Vanguard Tx Managed Capital Appreciation Fund Adm Shares — Int/Div — Sold (part)
Vanguard Tx Managed Capital Appreciation Fund Adm Shares — Sold (part)
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Int/Div — Sold (part)
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Sold (part)
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Sold (part)
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Sold (part)
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Sold (part)
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Sold (part)
Vanguard Total International Stock Index Fund Admiral — Int/Div — Buy
Vanguard Total International Stock Index Fund — None — Sold
Vanguard Variable Annuity - Total Bond Market — None
Vanguard Variable-Growth — None
Fidelity Balanced Fund — Int/Div
Fidelity Government Income — Int/Div
Phoenix Annuity — None
Boston Capital Tax Credit Fund 111 — Interest
Boston Capital Tax Credit Fund 1V — Interest
IRA #)
Vanguard U.S. Growth Fund Investor Share — Int/Div
Vanguard Growth and Income Investor Shares — Int/Div
IRA #2
Vanguard U.S. Growth Fund Investor Shares — Int/Div
Vanguard Growth and Income Adm Shares — Int/Div — Buy
Vanguard Prime Money Market Fund — Int/Div — Buy
Invesco Utilities Fund - A (see VIII, £5) — Int/Div — Sold
Profit Sharing - 401(k) Plan
Pimeo Total Return Fund Administrative Shares — Int/Div
Dodge and Cox Balanced Fund — Int/Div
T. Rowe Price 2010 Retirement Fund — Int/Div
American Funds Fundamental Inv. RS — Int/Div
T. Rowe Price - money market "misc accoum™ — Interest
Pension #1
Fidelity Adv, Freedom (see VIII, 26) — None — Sold
Trust #1 (See VIII 23)
Wachovia Bank/Wells Fargo (See VIII, 24) — Interest
Director and Advisory Board Chair, Bethesda Project
Agreement — 82793 — Cozen O'Connor Deferred Compensation Plan (See VIII - #1)
Agreement — 12 — Cozen O'Connor Profit Sharing 401(k) Plan (See VIII - £2)
Spouse's income — 2011 — Self-Employed Artist
#1 - Partially funded plan to pay set sum per year for 10 years (to May, 2015).

#2 « No control as to 2/3 plan - control within limited group of funds for remaining 1/3 - See Part VII (lines 39-44).

#3 - Trust holds u life msurance policy for a close relative - See Part VII (lines 49-50).

#4 « Wells Fargo acquired Wachovia - began trading as Wells Fargo in 2011 - my accounts remained (lines 1 and 50).

#5 - IRA rollover sold (line 37) to buy Vanguard Growth & Income Adiral Shares (line 34),

#6 - Rollover sold (line 47) to buy Vanguard Prime Money Market Fund (line 35).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15125. Public record. Not legal advice.