# Anne C. Conway

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17470

## Record

- **Judge:** Anne C. Conway
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

Power Secure Stock
Smokey Partnership, LLLP, Ltd Ptner — Interest
Duplex residence, rental property, Orlando. FL — Rent — Sold — part VIII
Note Receivable from 4Marks, LLC — Interest — Sold (part) — part VIII
Carlton Fields Profit Sharing Plan Trust (H):
Harbor Cap Appreciation Fund — Int/Div
JPMorgan (f/k/a MSIF) Mid-Cap Growth/P — Int/Div — part VIII
Vanguard Instl Index 500 — Int/Div
Wells Fargo — Interest
Smokey Partnership, LLLP, Gen Ptr — Interest
Wells Fargo - acct — Interest
SEI Fixed Income Laddered Muni acct (H):
Virginia St, Gen'l Obligation Bond — Interest — Sold
Mobile Cnty, AL, Gen'l Obligation Refunding — Interest — Sold
Portland, OR, Revenue Bond — Interest — Sold
Linden, NJ, Gen'l Obligation Bond — Interest — Sold
Virginia St Public, Revenue Refunding — Interest — Sold
Nebo UT, Revenue Bond — Interest — Sold
Monroe Cnty, PA, Gen'l Obligation Bond — Interest — Sold
Des Moines, IA, Gen'l Obligation Refunding — Interest — Sold
Dallas, TX. Revenue Bond — Interest — Sold
Westborough, MA, Gen'l Obligation Refunding — Interest — Sold
Sedgwick Cnty, KS, Gen'l Obligation Bond — Interest — Sold
Decatur, AL, Gen'l Obligation Bond — Interest — Sold
Mobile Cnty, AL, Gen'l Obligation Bond — Interest — Sold
Shelton, CT, Gen'l Obligation Bond — Interest — Sold
Southington, CT, Gen'l Obligation Bond — Interest — Sold
Met Council MINN, MN, Gen'l Obligation Bond — Interest — Sold
Olmstead County, MN, Gen'l Obligation Bond — Interest — Sold
SEI Tax free money market fund — Interest — Distributed — part VIII
Ameritrade Brokerage acct (H):
Berkshire Hathaway B — None
Ishares Tr Barclays US Agg Bond Fund — Int/Div
US Treas Sec Stripped 2021 — Interest
US Treas Sec Stripped 2022 — Interest
US Treas Sec Stripped 2023 — Interest
DFA US Core Equity 2 — Int/Div
Harbor Int'l Institutional Fd — Int/Div
Loomis Sayles Bond Fund — Int/Div — Sold (part)
Oppenheimer Dev Mkts — Int/Div
Pimco Emerging Local — Int/Div — Sold (part)
Vanguard Intermed Term — Int/Div — Buy (add'l)
Ally Bk Midvale UT CD — Interest
Discover Bk Greenwood DEL Fixed Coupon — Interest — Redeemed
Discover Bk Greenwood DEL Fixed Coupon — Interest
Ameritrade FDIC Insured Dep a/c — Interest
Templeton Global Bond Fund — Interest — Buy
Trust #1 — Int/Div
Wells Fargo, common stock
Hubbel, Inc. Class B common stock
VF Corporation common stock
Laurel Homes, Inc common stock
Arbor Properties, Inc common stock
Laurel Agency, Inc. common stock
Laurel Builders. Inc. common stock
Schrimsher Exploration, Ltd - Ltd Partner
Duplex rental property Orlando, FL — Sold — part VIII
Note Receivable from 4Marks, LLC — Open — part VIII
Smokey Partnership, LLLP,Ltd Ptr
Ameritrade Brokerage (f/k/a Fidelity Brokerage):
Ishares TR Russell 1000 Growth Index Fund
DFA 1 year Fixed Income
DFA Int'l Small Co. Port
DFA Inv't 2 year Global Fixed
DFA Emerging Markets
DFA Large Cap Int'l
Vanguard Explorer — Sold
Vanguard Emerging Markets — Buy
Vanguard Short Term Treasury
Vanguard Inflation Protected
Vanguard Value Index
Vanguard Small Cap
Ameritrade FDIC Insured Dep a/c
Ishares TR Russell 2000 Growth Fund — Buy
Part VII item 2 - Duplex property in Orange County, FL costing $78,891, acquired 4/1/82. Duplex property was sold on 9/30/15.

Part VII item 3 - Duplex property (item 2) was sold on 9/30/15. A 10 year mortgage receivable was received. Installment sale tax implications resulting in current

year gain and future years’ gains.

Part VII item 6 - MS (Morgan Stanley) changed names to JP Morgan. The value of the investment increased due to market conditions. No additional purchases

were made.

Part VII item 29 - SEI account was closed down and the cash proceeds were transferred on 2/10/15 to item # 41 to purchase more in that fund.

Part VII item 56 - Duplex rental property sold on 9/30/15.

Part VII item 57 - Duplex rental property (item 56 ) was sold on 9/30/15. A 10 year mortgage receivable was received. There is no current or future years'

installment gain associated with the sale of this property.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17470. Public record. Not legal advice.
