# Jon David Levy > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15501 ## Record - **Judge:** Jon David Levy - **Year:** 2017 - **Report type:** Annual - **Pages:** 9 ## Text Bed Bath & Bevond Stock — Int/Div Norway Savings Bank Checking Account — None — Sold — Moller & Tracy Burton Hartford Total Return Bond HLS Fund — Int/Div Franklin Mutual Global Discovery Fund — Int/Div Fidelity Cash Account — Interest TD Bank Checking Account — None Wells Fargo Cash Account — Interest US Government Series E Bonds — None US Government Senes EE Bonds — None Pruco Life Insurance Co. of New Jersey Fixed Rate Annuity — Distribution Bank of America Checking Accounts — None SSGA S&P 500 Index Sec Lend — None SSGA S&P MC Index Non-Led Serv — None Nuveen NWQ SC Value — Int/Div Rental Property, Portland Maine (1/1/2017 10 $/317201T) — Rent Gorham Savings Bank Checking Account — Interest American Funds Short Term Tax Exempt Bond Fund — Int/Div American Funds Capital World Growth and Income Fund — Int/Div American Funds Intemational Growth and Income Fund — Int/Div American Funds Growth Fund of America — Int/Div — Sold (part) Amencan Funds New World Fund — Int/Div — Sold (part) American Funds Europacific Growth Fund — Int/Div — Sold (part) Thomberg Investment Trust Limited Term Municipal Fund — Int/Div American Funds Capital Income Builder — Int/Div Wells Fargo Advisor IRA #1 Amencan Funds Capital World Bond Fund — Int/Div Amencan Funds Income Fund of America — Int/Div Metropolitan West Funds Total Return Bond Fund — Int/Div American Funds Capital Income Builder — Int/Div Vanguard Fixed Income Securities Short Term — Int/Div Wells Fargo Advisor IRA #2. Amencan Funds Capital World Bond Fund — Int/Div Short Term Bond Fund Amenica — Int/Div Metropolitan West Funds Total Return Bond Fund — Int/Div Amencan Funds Capital Income Builder — Int/Div Vanguard Fixed Income Securities Short Term — Int/Div Wells Fargo Absolute Return Fund — Int/Div Wells Fargo Advisor IRA #3; Short Term Bond Fund Amencan Funds — Int/Div Amencan Capital World Bond Fund — Int/Div American Funds Income Fund of America — Int/Div Amencan Funds Capital Income Builder — Int/Div Vanguard Fixed Income Securities Short Term — Int/Div Wells Fargo Advisor IRA #4. Amencan Funds Capital World Bond Fund — Int/Div Amencan Funds Global Balanced Fund — Int/Div PIMCO All Asset Fund — Int/Div PIMCO All Asset Fund — None — Buy (add'l) PIMCO All Asset All Authority Fund — Int/Div — Sold American Funds Capital Income Builder — Int/Div Vanguard Fixed Income Securities Short Term — Int/Div Wells Fargo Absolute Return Fund — Int/Div Treasurer (until July 31, 2017), William Vaughan House Condominium Association Gift — James M, Wagstaffe, Esq. — Practice Guide: Federal Civil Procedure Before Trial - See VIII Additional Info — $100.00 Liability — Gorham Savings Bank — Mortgage on Property, Portland, Maine (Part VII, Line 15) Income — 27 — Matthew Bender & Co, book rovalties — $271.21 Income — 2007 — Mame Public Employees Retirement System — SSY.862.28 Spouse's income — 2017 — I LLG, Self-employed Psychologist (self-employment mcome) V. GIFTS, Line 1: I received an unsolicited gift of a book, "Practice Guide: Federal Civil Procedure Before Trial,” supplied on a complimentary basis for official use. VIL. INVESTMENT AND TRUSTS, Line 15: Our Condominium residence was purchased in November 2016 for $555,000.00. Our condominium was rented during the period January 1, 2017 to May 31, 2017. The condominium became our primary residence as of July 1, 2017, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15501. Public record. Not legal advice.