# Lynn S. Adelman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16483

## Record

- **Judge:** Lynn S. Adelman
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 11

## Text

Exxon Mobil Corporation XOM — Int/Div
Nike Stock NKE — Int/Div
Pfizer PFE — Int/Div
Roval Dutch Shell A Adrf RDSA — Int/Div
Rental Property - Milwaukee, Wisconsin — Rent
Citizen's Bank of Mukwonago — Interest
Citizen's Bank of Mukwonago — Interest
Mutual Savings Bank — Interest
Citizen's Bank of Mukwonago — None
Busmess - plant nursery IEEE — None
Wells Fargo Mun. Fund WMFAX — Interest — Sold
Puerto Rico 5.0" 74514LRG4 — Interest — Sold
Eaton Vance Tax MGD EATVX — None — Donated
Eaton Vance Mut. FDTR ETTGX — None — Sold
Spdr S&P Midcap 400 Eff MDY — Int/Div
Energizer Holding Inc. ENR — Int/Div
Alliance Bernstein Disc Value Fund ABASX — Int/Div — Sold
Fidelity New Insight FD Class A FNIAX — Int/Div — Sold
Mutual Discovery Sep IRA — None — Sold
Henderson European Focus HFEBX — None — Sold
Montana State Brd Hs'e IE — None — Sold
Orange County FL Hsg Fin. Auth [ — Interest — Sold
San Patricio TA Mun. Water Dist [ — Interest — Sold
NY State I'wy Auth. Hwy IEEE — Interest — Redeemed
Puerto Rico Elec Power Auth. IEEE — Interest — Sold
Peona AZ Impt Dist. IE — Interest — Sold
Bay County FL 5¢h. Bd. IE — Interest — Sold
FL Hs’g Fn, Corp. I — Interest — Sold (part)
FL Hs’g Fn, Corp. I — Sold
Pimco Total Retum PTTAX — Int/Div — Sold
RBC Money Market (Y)
RBC Money Market Prime TRMXX — Int/Div — Sold
Gilead Sciences GILD — None — Sold (part)
W.P. Carey Inc. WPC — Int/Div
Genessee Cty MI I — Interest — Redeemed
Pima City AZ CO BDS IE — Interest — Sold
Puerto Rico Pub Bldg Aut EE — Interest — Sold
Linn Energy (LINE) — Int/Div — Sold
AB Global Bond Fund (ANAGX) — Int/Div — Sold
Harms County IID — Interest — Sold
Cablormia ST Go Ref Bds Senes [ — None — Redeemed
thos St Toll Hwy BE — Interest
Umversity ex IE — Interest
Umversity lex System IE — Interest
Umversity lex System IE — Interest
State of Mmnesota IEEE — Interest
State of Washmgton INEGEGE — Interest
Aldine Ids I — Interest
State of Flonda NEES — Interest
Denver City & Co I — Interest — Sold
Wisconsin SE — Interest
North East Ix Isd IE — Interest
Spring Branch Ids EEE — Interest
State of Wisconsm EEE — Interest — Buy
Round Rock Id — Interest
County of Perce IE — None — Sold
State of Ohno IEEE — Interest
Umversity Colo Regents IEEE — Interest
State of Cahtormua IEEE — Interest
Richardson Ids IE — Interest — Sold
Keller Ids — Interest
Ctrl Puget Sound ID — Interest
Albugerque Bemah IEEE — Interest
Fnsco I EEE — Interest
County of Cook IIE — Interest
Grant Co Pud No — Interest
Deer Park Isd IE — Interest
North Carola St Univ EE — Interest
DFA Emerging Markets DFCEX — Int/Div — Buy
DFA Emerging Markets DFCEX — Buy (add'l)
DFA International Core DFIEX — None — Buy
DFA Intl. Small Cap Value DISVX — None — Buy
DFA Intl. Vector Equity DFVQX — Int/Div — Buy
DFA Intl. Vector Equity DFVQX — Buy (add'l)
DFA Intl. Vector Equity DFVQX — Sold (part)
DFA US Core Equity 2 DFTCX — None — Buy
DFA US Core Equity DFQTX — Int/Div — Buy
DFA US Core Equity DFQTX — Buy (add'l)
DFA US Core Equity DFQTX — Sold (part)
DFA Global 60/40 Portfolio DGSIX — Int/Div — Buy
DFA Muni Real Return DMREX — None — Buy
DFA Short Duration Real Return Fund DFAIX — Int/Div — Buy
DFA Short Duration Real Return Fund DFAIX — Sold
DFA Short Term Extended DFEQX — Int/Div — Buy
DFA Short Term Extended DFEQX — Sold
DFA Commodity Strategy DCMSX — Int/Div — Buy
DFA Commodity Strategy DCMSX — Sold (part)
DFA Real Estate Securities DFREX — Int/Div — Buy
DFA Real Estate Securities DFREX — Sold (part)
FL ST B/E Cap Outly IEE — None — Buy
PIMCO Total Return Fund PTTRX — Int/Div — Buy
PIMCO Total Return Fund PTTRX — Sold
Schwab Govt Fund SWGXX — None — Buy
Vanguard Tax-Exempt Money Market VMSXX — Int/Div — Buy
Vanguard Total Int'l Bond IX VTABX — None — Buy
State of Cahforma NEE — None — Open
Henderson Evidean Focus HFEAX (x) — None — Sold
Prothena Corp PRTA (x) — None — Sold
Prime Fund Cap Reserves (x) — Int/Div — Sold
Reimbursement — Pace Law School — 2/222014-223/2014 — New York, New York — Moot Court Judge — travel expenses, lodging
Income — 2014 — State of Wisconsin - Pension/Retirement — $16,101.72
Section VII, line 5, rental property, is located in Milwaukee County and assessed by the City of Milwaukee, Wisconsin at $374,100 with a fair market value of

$390,400.

Section VII, line 8, Mutual Savings Bank was inadvertently listed twice on last year's report at lines 8 and 10. There is only one account.

Section VIL fine 10, plant nursery [NNN - had no net income during the reporting period.

Section VII, lines 31, 32 are accounts with broker where dividends, proceeds of investments that matured, were redeemed or sold (as disclosed in the individual

investment listings in this report) were deposited during the reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16483. Public record. Not legal advice.