# Therese Wiley Dancks

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16550

## Record

- **Judge:** Therese Wiley Dancks
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 10

## Text

Kraushaar: Personal Note — Interest — Closed
Key Bank Account — Interest
Community Bank F/K/A Oneida Savings Account — Interest
Fidelilty Investments:
Allstate Corp Dep Sh 6.62500% — Int/Div — Sold
AT&T Ine Com USD — Int/Div — Sold
Bank Amer Corp Dep 6.375% PFD — None — Sold
Bershire Hathaway Inc Del CL B New — None
CSXComp — None — Sold
Conagra Brands Inc — None — Sold
Consolidated Edison Hldg Co Inc — None — Sold
Coming Inc — None — Sold
Countrywide Cap V GTD Cap Sec — None — Sold
Duke Energy Corp New Com New — None — Sold
Fidelity Govenment Cash Reserves — Int/Div
Fidelity NY Muni Money Market — Int/Div — Sold
Fudelty Short Term Bond — Int/Div — Buy (add'l)
Fudelty Short Term Bond — Sold (part)
First TR Exchange Traded FD 11 — Int/Div — Sold (part)
First Trust Portfolios Large Cap Growth — Int/Div — Sold (part)
Ford MTR Co Del Com — None — Sold
General Electric Co — Int/Div
IShares 1Bonds Dec 2021 — Int/Div — Buy
IShares MSCI Pacific Ex Japan ETF — Int/Div — Buy (add'l)
IShares Nasdaq Biotechnology — Int/Div
IShares New York Muni Bond ETF F/K/A Ishares New York ATM.F — Int/Div
IShares S&P Mid Cap 400 Growth ETF — Int/Div — Sold (part)
IShares S&P MidCap 400 Value ETF — Int/Div — Sold (part)
IShares Tips Bond ETF — Int/Div — Buy
IShares Tips Bond ETF — Sold
IShares US Fmancials ETF — Int/Div — Sold
JP Morgan Chase & Co Depositary SHS — None — Sold
Johnson & Johnson — None — Sold
Kimberly Clark Corp — Int/Div — Sold
Kraft Heinz Co Com — None — Sold
Lamb Weston Hldgs Inc Com — None — Sold
Loomis Savles Core Plus Bd FD — None — Sold
Loomis Sayles SR FLT Rate & Fixed Inc C — None — Sold
Lord Abbett Floating Rate Inc Fd CIF — Int/Div
M&T Bank Corp — None — Sold
Merck & Co lnc New Com — Int/Div — Sold
Oppenheimer Rochester Muni CL € — Int — Sold
Qualcomm Inc — None — Sold
Regeneron Pharmaceuticals — None
dchlumberger Limited Com — Int/Div — Sold
SPDR Dow Jones Indl Avg ETF TR Unit Ser — Int/Div
SPDR Ser Tr Dj Wilshire Reit ETF — Int/Div — Sold (part)
SPDR S&P 500 Ev Trust Unit Ser — Int/Div — Sold
Vanguard Index Fds Vanguard Small Cap VBK — Int/Div
Vanguard Index Fds Vanguard Small Cap VBR — Int/Div
Vanguard Intl Equity Index Fund Inc FTSE VWO (see Part VIII — Int/Div — Sold (part)
Vanguard Intl Equity Index Fds FTSE PAC VPL (see Part VIII) — Int/Div — Sold (part)
Vanguard Intl Equity Index Fds VGK f/k/a (see Part VIII — Int/Div — Sold (part)
Viacom Inc New C1 B — Int/Div — Sold
U.S. Savings Bonds — None
Fidelity IRA
Fudelity Cash Reserves — hy
First Tr Large Cap Value Opportunities — Int/Div
First Trust Portfolios Large Cap Growth — Int/Div
Global X Funds Global X Fise Greece 20 — Int/Div
IShares MSCI Australia ETF — Int/Div
IShares MSCI Brazil ETF — Int/Div — Buy (add'l)
IShares Tips Bond ETF — Int/Div
IShares MSCI Emerging Markets ETF — Int/Div — Buy (add'l)
IShares Latin America 40) ETF — Int/Div — Buy
IShares S&P Mid Cap 400 Growth ETF — Int/Div
IShares S&P Mid Cap 400 Value ETF — Int/Div
Ishares US Financials ETF — Int/Div
IShares 1Boxx High Yield Corporate Bond — Int/Div
IShares US Preferred Stock ETF — Int/Div
IShares TR MSCI UK ETF — Int/Div — Buy
SPDR Ser Tr Bloomberg BRCLYS F/K/A SPDR Ser Tr Barclays HY — Int/Div
SPDR Ser Tr Db Intl Govt Inflation — Int/Div
SPDR Ser Tr DJ Wilshire Ret ETF — Int/Div
Transamerica Floating Rate CL — Int/Div — Buy
Vanguard Index Fds Vanguard Small Cap Value — Int/Div
Vanguard Index Fds Vanguard Small Cap Growth — Int/Div
Vanguard Index Fds Vanguard Growth — Int/Div
Vanguard Index Fds Vanguard Value Vipers — Int/Div
MetLife Computershares - Lstate — Int/Div — Sold
Solvay Checking Account - Estate — None — Distnbuted
MAT Checking Account - Estate — Interest — Distnbuted
Director, Volunteer Lawyers Project, Ine
Board Member, Le Moyne College Board of Regents
Reimbursement — NY 14853-4901 — a a vy TS TSR an TAA school's Cuccia Cup Moot Court Finals — A aa re or RC and mileage reimbursement.
Part VII Lines 17 and 18 are the same security named -Fidelty Short Term Bond. Additional shares were purchased and subsequent shares were sold in the same

year, and per page 53 of the instructions, the two transactions are shown on successive lines,

Part VII Lines 29 and 30 are the same security named IShares Tips Bond ETF. The security's initial purchase and sale took place within in the same year, and per

page 53 of the instructions, the two transactions are shown on successive lines.

Part VII Line 51 was known as Vanguard Intl Equity Index Fund FTSE VGK on the 2016 report. To help indentify and distinguish these securities from others,

this year’s report it is named Vanguard Index Fund Inc FTSE VWO.

Part VII Line 52 was know as Vanguard Intl Equity Index Fds FTSE PAC on the 2016 report. To help indentify and distinguish these securities from others, this

year's report it is named Vanguard Intl Equity Index Fds FTSE PAC VPL.

Part VII Line 53 was know as Vanguart Intl Equity Index Fds on the 2016 report. To help indentify and distinguish these securities from others, this year's report

it is named Vanguard Intl Index Fds VGK.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16550. Public record. Not legal advice.
