Judith Ann Wilson Rogers

2016Annual

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Pull out the substance of this filing.

What was filed

  • 30

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • American Bar Association

As filed

SunTrust Bk — Interest

Cash at Pershing — Interest

Am.Fds: Inv. Co. of Amer — Int/Div

Am.Fds.: Wash. Mut. Inv. Fd — Int/Div

Am.Fds.: New Persp. Fd — Int/Div

Am.Fds.: Growth Fd. Amer — Int/Div

Vanguard Small Cap Value Index — Int/Div

Am.Fds: New World Fund — Int/Div

Am.Fds: Capital World Bond Fd — Int/Div

Am.Skd: T.Rowe Price Lg Cap Growth — Int/Div

Am.Skd: Loomis Sayles Lg Cap Grwth — Int/Div

Am.Skd: Goldman Sachs Sm Cap Val — Int/Div

Am.Skd: Internat’! Growth — Int/Div

Am.Skd: Herndon Lg Cap Value — Int/Div — Sold

Am. Skd:T.Rove Price Lg Cap Value — Int/Div — Buy

Am.Skd: Wells Fargo Adv. VT Small Cap Grth Class — Int/Div

Am.Skd: Goldman Sachs Lg Cap Value — Int/Div

Vanguard Intrm. Tax Exempt Admrl Class — Int/Div — Buy (add'l)

Loomis Sayles Global Bond — Int/Div

T.Rowe Price New Honzons — Int/Div

First Eagle Overseas — Int/Div

Vanguard Emerging Market ETF — Int/Div

T.Rowe Price Real Estate — Int/Div — Buy (add'l)

Am.Fds.: Inc. Fd. Am (IRA) — Int/Div — Sold (part)

Vanguard Extended Markets Index — Int/Div

Vanguard Growth Index — Int/Div — Buy (add'l)

Vanguard Value Index — Int/Div — Buy (add'l)

Vanguard Small Cap Index — Int/Div

Vanguard Total International Index Admiral — Int/Div — Buy (add'l)

Energy Select Sector ETF — Int/Div

Reimbursement — American Bar Association — 8/5 -K'8 — San Francisco, CA — To receive ABA Margaret Brent Award — awplane, taxis, hotel, lunch

Part 111. Net income reported.

Part VIL This 2016 Financial Disclosure Report has been amended to reflect that a subadvisor had been replaced within my annuity on 10/17/16. The Am. Skd:

Herndon Lg Cap Value Fund (Line 14) was replaced with Am.Skd: T, Rowe Lg Cap Balue (Line 15).

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Judith Ann Wilson Rogers | Frix