# Theresa Carroll Buchanan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18095

## Record

- **Judge:** Theresa Carroll Buchanan
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Rental Investment Property "P" EER — Rent
Investment Property "G" - IEEE — Rent
Rental Investment Property - °S TEE — Rent
Real Estate Investment Property - *B' [] — Reat
Partmership Share — None
AM. Wash. Mutual Inv. Fund — Int/Div
Memill Lynch CBA Money Fund — Interest — vanes
Delaware Group Div/Inc Fund — Int/Div
Growth Fund of America — Int/Div
Disney — Int/Div
Burke & Herbert Bank — Interest — vanes
Columbia Seligman — None
John Hancock Regional Bank Fund — Int/Div
Henderson Global Equity Income Fund — Int/Div
Hennessy Focus Fund — Int/Div
Matthews Pacific Tiger Fund — Int/Div
Oppenheimer Developing Markets Fund — Int/Div
RS Global Natural Resources Fund — Int/Div
Satuit Capital US Emerging Companies Fund — None
Touchstone Sands — None
Virtus RealEstate Securites Fund — Int/Div
Schwab Govt. Money Fund — None
Lord Abbett Interm Tax — Int/Div
Heartland Value Ford Inv — None — Sold (part)
Heartland Value Ford Inv — None — Sold
Jensen Quality Growth Fund — Int/Div
Oakmark Select Fund — Int/Div
Schwab Health Care Fund — Int/Div
shares TR MSCI EAFE — Int/Div — Sold (part)
SPDR S&PSOO ETF TR — Int/Div
SPDR Nureen Barclay EFT — Int/Div — Sold
Vanguard Charlotte ETF — Int/Div — Sold
Vanguard Info. Technology — Int/Div
Vanguard Int'l Equity Fund — Int/Div
Vanguard Small Cap — Int/Div
shares Russell 2000 — Int/Div
Vanguard Inter-Term Tax — Int/Div
Oakmark Intl Fund — Int/Div — Buy
Oakmark Intl Fund — Int/Div — Buy (add'l)
Schwab Small Cap Fund — Int/Div — Buy
Schwab Small Cap Fund — Int/Div — Buy (add'l)
Vanguard Total Bond Market — Int/Div — Buy
Vanguard Total Bond Market — Int/Div — Buy (add'l)
Vanguard Total Bond Market — Int/Div — Buy (add'l)
Flexshare Ups. Nat.Res — Int/Div — Buy
Vanguard S&P 500 — Int/Div — Buy
Chevron — Int/Div — Buy
Chevron — Int/Div — Sold
Vice President (see VII
1. ** My spouse no longer reveals his separate investments nor the asets of the family trust to me. | have no idea what he owned, bought, or sold during 2013. 1

am not beneficiary of the family trust.

I. The Trust #1 is a life insurance trust created estate planning purposes.

2. The Sub-S corporation is a wholly J corporation.

VIL. 1. Assessed value ofl rental property “P" was $317,706 in 2015.

2. Assessed value of [JJ rental property "G" was $489,202 in 2015.

3. Assessed value of Jl real estate "S" (formerly undesignated) was $454,800 in 2015,

4. Assessed value of [JI real estate "B" was $1,360,400 in 2015,

5. This partnership share refers to Part 111 B, line I. The value is equal to the dollar amount invested.

6. Line 58 inadvertently omitted from 2013 disclosure.

VIII In response to the statutory conditions of 5 U.S.C. app. SEC 102 (e) 1 KE):

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18095. Public record. Not legal advice.