# Jack Zouhary

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16901

## Record

- **Judge:** Jack Zouhary
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 23

## Text

Trust #1 — Int/Div
Boeing*
DCT Industnal Trust*
Deere & Co*
General Electric*
Intel®
Kimberly Clark
Monsanto
Philip Morris
McDonald's*
HSBC Holding*
JP Morgan Chase*
Key Corp*
Merck & Co*
Roval Dutch Shell*
DTE Energy* — Int/Div
1 Shares TR Russell Mad Cap Value*
Motorola Mobility (MMI) — Sold
Motorola Solutions (MS1)
Pepsico®
Pennsylvama Mutual Fund
US Bancorp Delaware New*
Abbott Labs*
AT&T*
Atmos Energy*
BPPLC*
Cardinal Health Inc Ohio *
Coca Cola*
Eaton*
Centurylink*
Bristol-Myers Squibb*
Conoco Philips*
Colgate Palmolive®
Conagra Foods®
Du Pont E DeNemours*
HCP Inc. *
Olin*
Onucle*
Walgreen*
Blackrock National (Fund)
Nuveen Ohio Mun (Fund)
Sprint Nextel*
Stryker?
Windstream*®
Wisconsin Energy*
Eaton Vance Tax (Fund)
Amgen*
Johnson & Johnson*
Microsoft*
American Electric Power*
Bob Evans Farms*
Citigroup*
Plizer*
Travelers*
Teco Energy*
Verizon Communications®
Vanguard Ohio Tax-Free Fund
Dividend Capital Total Realty Trust
Deutsche Bank PFD Trust 1X
Waste Management®
Real Estate Property No. {Darke County, Ohio)
Capital One (Accounts)
Mermill Lynch (Accounts)
Kev Bank (Accounts)
Various Municipal Tax-Exempt Bonds {Lines 64.74)
Cleveland Public Power (Bond) — Redeemed
Wadsworth School Improvement (Bond)
Marysville School District { Bond)
Springboro Sewer System (Bond) — Redeemed
Millcreek - West Unity School (Bond)
Toledo Sewer System (Bond)
Akron Economic Development (Bond)
Butler County (Bond)
Lakewood City School (Bond)
Elida Local School (Bond)
Butler County Transportation { Bond)
Clorox
Q Com
Franklin High Yield (FRHIX) Fund
Lege Mason (STXAX) Fund
Apple
Gilead Science
Kroger
Proctor Gamble
Carefusion
ATOIX
TGBAX
LDLFX
Montgomery County Ohio Rev (Bond)
Ohio State Higher Education Fac. (Bond)
Greene County Hosp. (Bond)
Am. Mun. Power OH Rev (Bond)
Frontier
Banco Santander
Diageo
Blackrock Build America Bond Fund
Lord Abbett Floating Rate Fund
Morgan Stanley Pfd
USB Cap. XI Pfd — Redeemed
Bank One Cap. VI Pld.
Gabelli Utilities Fund
Barrick Gold
Berkshire Hathaway
Broadcom
Cisco
First Trust High Income
ING Infrastructure
Newmont Mining
Paychex
Petrobras
Telefonica
Teva
Vodafone
Doubleline Total Return
TCW Total Return
SPDR Nuveen S&P High
JP Morgan PFD
Wachovia PFD — Redeemed
Philips 66 — from line 29)
Aegon PFD — Buy
SPDR Int (DWX) — Buy
DIA Mitt (MLPHV) — Buy
IRA #1 — Int/Div
Bond Fund of Amenca (BFAFX) — Sold
Calamos (CVTRX)
Gateway (GATEX)
Munder Mid Cap (MGOAX)
Oppenheimer Internatonal (OIBAX)
Pennsylvania Mutual (PENNX)
Thomas McDonald Money Market Fund
1 Shares Russell Midcap (IWS)
Growth Fund of America (GFAFX)
Henderson European Focus (HFEAX)
Thomburg Intemational Value (TGVIX)
Van Kampen Growth & Income (ACGMX)
Dividend Capital Total Realty Trust
Suntrust Cap IX PFD — Redeemed
Dodge & Cox Income (DODIX)
Gabelli Utilities Fund (GABLU X)
BAC Cap. XII Pfd — Redeemed
TCW Return (TGLMX)
Victory Portfolio (IPFIX) — Buy
IRA #2 — Int/Div
DFEOX
DFITX
DFREX
DFLAX
DFSHX
Schwab (Account)
VBSSX / now known as VBIRX
DFQTX
DFIEX
IRA #3 — Int/Div
Morgan Stanley & Co.
Microsoft (MSFT)*
1 Shares S&P (PFF)
Gabelli Utilities (GAUAX)
First Trust High Income (FSD)
IRA #4 — Int/Div
Blackrock Build America (BBN)
Spider China ETF (GXC)
Vanguard Total Market EF1(VTI)
Dodge & Cox Income (DODIX)
Vanguard High Dividend (VYM)
First Trust High Income (FSD)
Vanguard Money Market (VMMXX)
Vanguard High Yield Corp (VWEHX) — Buy
SPDR Int Div (DWX) — Buy
Tortoise Energy (NDP) — Buy
Natural Resource (NRP) — Buy
Fifth Third Bank { Accounts) — Interest
Key Bank (Accounts) — Interest
Rurban Financial — None
Fifth Third IRA (CDs) — Interest — Sold
IRA #5 — Int/Div
Tortoise Energy (NDP) — Buy
ING Infrastructure (1DE) — Buy
Vanguard Money Market (VMMXX) — Buy
John Hancock Venture — Int/Div
Rehastar Whole Life (Insurance) — Interest
US Savings Bonds — Interest
Washington County Ohio Health (Bond) — Interest — Redeemed
Citigroup (C)* — Int/Div
Coca Cola Enterprises (CCE)* — Int/Div
Walt Disney Company (DIS)* — Int/Div
FFD Financial (FFDF)* — Int/Div
Motorola Mobility (MMI) — Int/Div — Sold
Motorola Solutions (MSH — Int/Div
Occidental Petroleum (OXY)* — Int/Div
RPM International (RPM)* — Int/Div
Tower Fmancial (TOFC)* — None
US Bancorp (LUSB)* — Int/Div
Huntington* — Int/Div
Orbital (OBTEF)* — None
Merrill Lynch CMA Funds (cash) — Interest
Amgen (AMGN)* — None
Applied Material (AMAT)* — Int/Div
Ares Capital (ARCC)* — Int/Div
AT&T (T)* — Int/Div
Bristol-Myers Squibb (BMY )* — Int/Div
Coca Cola (KO)* — Int/Div
Conagra Foods (CAG)* — Int/Div
Eli Lilly (LLY)* — Int/Div
Intel (INTL — Int/Div
KeyCorp (KEY )* — Int/Div
Marathon Oil (MRO)* — Int/Div
MPC — Int/Div
Sony (SNE)* — Int/Div
Verizon Communications (VZ)* — Int/Div
Zimmer Holdings (ZMH)* — None
Goldman Sachs Fund (GHYAX) — Interest
Blackrock Mun Intermediate Fund (MUD) — Interest
Blackrock Muniholdings Fund (MHD) — Interest
Nuveen Fund (NZF) — Interest
Diversified Credit Oppty Fund — Int/Div
CBS(CBSA)* — Int/Div
Goldman Sachs (GSMAX) — None
Loomis Sayles (NEFZX) — Interest
Merck (MRK)* — Int/Div
Lakewood City (Bond) — Interest
Cedar Fair (FUN)* — Int/Div
Roval Dutch Shell (RDSA)* — Int/Div — with line 27)
Deutsche Bank Pref Trust 1X — Int/Div
Eaton Vance Nat Mun Fund — Int/Div
Springboro Ohio Swr System (Bond) — Interest — Redeemed
Millcreek-West University Ohio (Bond) — Interest
Nationwide Bank (Accounts) — Interest
Butler County (Bond) — Interest
Henderson International (HFOAX) Fund — Int/Div
IX) — Int/Div
VGT — Int/Div
VEU — Int/Div
Gigamedia Limited - GIGM — None — Sold
VOHXX — Int/Div
VOHIX — Int/Div
DFA US Core Equity (DFQTX) — Int/Div
DFA International Core (DFIEX) — Int/Div
DFA Emerging (DFCEX) — Int/Div
Schwab (Account) (cash) — Interest
Bank of America (BAC) — Int/Div
VGK — Int/Div
Franklin High Yield Tax Free (FRHIX) Fund — Int/Div
Legg Mason Municipal High (STXAX) Fund — Int/Div
Ohio State Higher Ed (Bonds) — Interest
Montgomery County Ohio Rev (Bonds) — Interest
Greene County Ohio Hos. (Bonds) — Interest
ATOIX — Int/Div
XLpP — Int/Div
Dexcom — None
Dexcom — None — Sold
VFSTX — Int/Div
Banco Santander (STD) — Int/Div
Cisco (CISCO) — Int/Div
Energy Sector Spdr. (XLE) — Int/Div
Kimberly Clark (KMB) — Int/Div
Kroger (KR) — Int/Div
Monsanto (MON) — Int/Div
National Bank Greece (NBG) — None
Petroleo Brasileiro (PBR) — Int/Div
Qualcomm (QCOM) — Int/Div
Savient Pharmaceutical (SVNT) — None
Exelon (EXC) — Int/Div — Buy
Peabody (BTU) — Int/Div — Buy
Zipear (ZIP) — None — Buy
Hewlett Pack (HPQ) — Int/Div — Buy
Tortoise MLP Fund (NTG) — Int/Div
Blackrock Build America Fund (BBN) — Int/Div
Templeton Global Bond (TGBAX) — Int/Div
Lord Abbott Short Dur. (LDLFX) — Int/Div
Tortoise MLP Fund (NTG) — Int/Div
Fromtier (FTR) — Int/Div
Abbott (ABT) — Int/Div
Acme Packet (AKPT) — None
Best Buy (BBY) — Int/Div
Community Trust Bank (CTBI) — Int/Div
Goldman Sachs (GS) — Int/Div
Newmont Mining (NEM) — Int/Div
ING Infra (IDE) — Int/Div
Morgan Stanley PFD (MSK) — Int/Div
Proctor Gamble (PG) — Int/Div
Statoil (STO) — Int/Div
Teva (TEVA) — Int/Div
Transocean (R1G) — Int/Div
Wachovia Cap PFD — Int/Div — Sold
First Trust (FSD) — Int/Div
Berea Ohio School (Bond) — Interest
Gabell Utilities (GABUX) — Int/Div
Spouse's income — 2012 — Self-employed attorney
Names with asterisks are common stock.

Trust #1 (Line 2) is an Aggregate Ownership Arrangement in which

or trustee of

trusts, Assets are itemized (Lines 3 - 127),

Additions to 2011 Report:

Lines 124-127

Acquisitions made to Trust #1

Lime 147

Acquisition made to IRA #1

Lines 172-175

Acquisition made to IRA #4

Lines 180-183

IRA #5 (new IRA / rollover from Fifth Third Bank / Line 179)

Lines 267-270

Acquisitions made

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16901. Public record. Not legal advice.