Ursula Mancusi Ungaro

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

MetLife Vintage 3 Annuity — None — Buy

Jea Fla Elec Sys Rev Bond — Interest — Buy

Regional Transn Dist Co Ref Fastracks Proj Bond — Interest — Buy

Texas St Bond - see line 52 prior report — Interest — Sold

Texas St Bond — Interest — Buy

Houston, Tex. Util Sys Rev. Bond — Interest

PaStHigher Ed Auth Rev Bond — Interest

Wisc St Transp Rev bond — Interest

Muni Cash Trust — Interest

Alaska Mun Bd Bk Alaska Mun Bd — Interest

Edgewood Tex Indpt Sch Dist Be — Interest

Harris Coty Tex — Interest

Ivy Tech Cnty College Ind — Interest

King Cnty Wash Sch Dist No 409 — Interest

King Cnty Was Swr Rev — Interest

Mesa Cnty Colo Vy Sch Dist No — Interest

New York St Dorm Auth Sales Ta — Interest

Northern Mun Pwr Agy Minn Elec — Interest

Oregon St For Issues Drt Prior — Interest

Soohomish Cnty Wash Pub Util D — Interest

West Virgima St Wir Dev Auth — Interest

DFA US Core Equity Fund — Int/Div — Sold (part)

DFA US Core Equity 2 Fund — Int/Div — Sold (part)

DFA US Large Company Fund — None — Buy

DFA US Micro Cap Fund — Int/Div

DFA International Core Equity Fund — Int/Div — Buy (add'l)

DFA Emerging Markets Core Equity Fund — Int/Div

TCW Emerging Markets Income Fund — Int/Div

Frunklin High Yield Tax-Free Inc Fund — Int/Div — Sold

Nuveen High Yield Municipal Bond Fund — Int/Div — Buy

Templeton Global Bond Fund — Int/Div

Although not required, | am reporting the following: | own a 1.1% limited partnership mterest in Mt. Blue Ltd. Partners which owns a 2.73% interest in another

entity, the Shopping Center Partnership. | did not reported this interest until 2010r because, during my entire tenure, it has never had a value of $1,000 or more.

In other words, there has not been a secondary market for my interest at any time during my service as a District Judge. However, it carries the potential for a

tax liability (the amount of which and timing I cannot predict). Although Tam not obligated to report this interest as an asset, I am continuing to report it in an

abundance of caution because under the current economic conditions, I am concerned that some tux liability could arise in connection with the interest. It should

be noted, however, that | have no information from the general partner and no information regarding the partnership from any other source that suggests any

current tax liability exposure; 1am relying simply on my knowledge of current economic conditions, my understanding of the tax liabilites that can be associated

with limited partnership interests generally and my knowledge of the history of these entities.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.