# Joan B. Gottschall

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19335

## Record

- **Judge:** Joan B. Gottschall
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 14

## Text

Vanguard Wellington Fund Symbol VWELX (Symbol Change) — Int/Div — Sold (part)
Vanguard Wellington Fund Symbol VWENX — Int/Div — Sold (part)
Vanguard Wellesley Fund Symbol VWINX — Int/Div — Sold (part)
Vanguard Wellesley Fund Symbol VWIAX (See Part VIL No. I) — Int/Div — Sold (part)
Vanguard 500 Index Fund Symbol VFIAX — Int/Div
Vanguard 500 Index Fund Symbol VFIAX {Symbol Change) — Int/Div — Sold (part)
Vanguard Prime Money Mkt Fund Symbol VMMXX (Symbol Name Chg) — Int/Div — Sold (part)
Vanguard Prime Portfolio Symbol VMRXX {Fund merged wiLine 7.) (Y)
Fed Empl Credit Union Acclts — Interest
IBM C: 459200101 — Int/Div
Intel C: 458140100 — Int/Div
Waste Management C: 94106L109 — Int/Div
CVS Caremark C: 126650100 — Int/Div
Vanguard Capital Opportunity Fund Symbol VHCOX — Int/Div — Sold (part)
Dodge & Cox Fds Intl Stk Fd Symbol DODFX C: 256206103 — Int/Div
American Fund Capital Income Bldr Symbol CAIFX C: 140194101 — Int/Div
American Income Fund Symbol AMEFX ( 453320822 — Int/Div
American Balanced Fund Symbol AMBFX C: 024071821 — Int/Div — Buy (add'l)
American Mut Fund Symbol AMRFX ( 027681824 — Int/Div
Capital World Growth Inc. Fund Symbol WGIFX C: 140542828 — Int/Div
Wintrust Financial Corp. Accounts (*See Part V1, No. 1) — Interest
Eanes TX Indpt Sch Dist C: 270083-ZR-2 — Interest
Edinburg TX Cons C: 280785-QF-6 — Interest — Sold
Fishers IN Redev Auth C: 33803T-JR-8 — Interest
Henrico Cnty VA Wir & Swr C: 426170 IW.7 — Interest
Nextera Energy C: 65339K-10-0 — Interest
South Dakota Conservancy C: 837545-HN-5 y)
South Dakota Conservancy C: 837545. MG4(X) — Interest
South Dakota Conservancy C: 837545. MC-3(X) — Interest
Alaska Mun Bd Bk C: 011 79R-QM-8 — Interest — Sold
Baldwin Cnty AL Wis C; 057845-MS-5 — Interest — Sold
California St Dpt Wir C: 13066Y-TJ-8 — Interest — Sold
California St Dpt Wir C: 13066Y-TE-9 — Interest — Sold
California St Dpt Wir C: 13066Y-SY-6 — Interest — Sold
California St Prfd Var C: 13063C-7H-7 — Interest — Sold
Califorma St Dpt Wir C: 13066E-WA-7 — Interest — Sold
Central Wash Univ Sys C: 155839-CU-5 — Interest — Sold
Charlotte Mecklenburg C: 160853-MP-9 — Interest — Sold
Chesterfield Twp NJ Sch C: 166519-BR-8 — Interest — Sold
Christian Cnty KY Hosp C: 170692.CJ-4 — Interest — Sold
Cloverleaf OH Loc Sch Dist C: 18925P- AA6H — Interest
Colorado St Brd Governrs Univ C: 196707. GG2 — Interest — Sold
Comal TX Indpt Sch Dist C: 199820-VS§-1 — Interest — Sold
Coun St Gen Rev Ryvlvng C: 207737-FP-7 — Interest
Corpus Christ TX Ul C: 220245-PS-7 — Interest — Sold
Crown Point IN Mitt Sch C: 228485. Y-8 — Interest — Sold
Downingtown PA Area School C: 261097. UK-3 — Interest
East Side Un High S/D CA C: 275282-CH-2 — Interest
El Paso County TX CTF C: 283497-.YL-3 — Interest — Sold
Georgia St Ser BG/O C: 373384-GX-8 — Interest — Sold
Grove City PA C: 399540-DN-O — Interest
Hamilton Twp PA Mun Auth C: 408104. HR-1 — Interest — Sold
Hawaii St Prerefunded C: 419792.GZ2-3 — Interest — Sold
Hawaii St Unrefunded C: 419792-HD-1 — Interest — Sold
Houghton-Portage Twp C: 441587-FK-3 — Interest — Sold
Idaho Hsg & Fin Assn C: 45129W-HH-6 — Interest — Sold
Kansas City MO Spl Oblig C: 485106-CK-2 — Interest — Sold
Lancaster PA C: S14328.FZ-1 — Interest — Sold
Las Vegas Vly NV Wir C: 517845-DR-1 — Interest
Los Angeles CA Dpt Ampts C: 544435-B2-5 — Interest — Sold
Maryland St 1st Ser B C: $74192.8C.7 — Interest
Massachusetts Bay Transn C: $75577-NA-S — Interest — Sold
Massachusetts St College C: 575832-RZ-5 — Interest
Massachusetts St Dev Fin C: $7584X-YQ-8 — Interest — Sold
Metropolitan Transn Auth NY C: 59259Y BY9.9 — Interest — Sold
Miami-Dade Cnty FL Wir C: $9334D-FM-1 — Interest — Sold
Miamisburg OH City Sch Dist C: 593881 HS-7 — Interest — Sold
Mmnesota St Prerefunded C: 604129-6F-1 — Interest
Mobile AL Pub Ed] Bldg C: 607202-CJ-5 — Interest — Sold
Montgomery TX Indpt C: 614121-SC-6 — Interest — Sold
NC Tpk Auth Triangle Expwy C: 65830R. AlS — Interest
New Haven CT C: 645020-XY-9 — Interest — Sold
New Jersey Econ Dev C: 645918-SC-8 — Interest — Sold
New York NY City Trustnl C: 64971W RK-8 — Interest
New York St Dorm Auth C: 649903.05-3 — Interest — Sold
New York St Urban Dev C: 650035-5D-6 — Interest — Sold
Ohio St Univ Gen Repts C: 677632-VP-3 — Interest — Sold
Oregon Hlth Sciences C: 685869-CP-2 — Interest
Pennsylvania St 2ud Ser C: 70914P-KK-7 — Interest
Pennsylvania St Tpk C: 709224-SY-6 — Interest
Pennsylvania St Tpk Comm C: 709221 QX-6 — Interest — Sold
Pennsylvania St Tpk Comm C: 709223. WwWS.6 — Interest
Pennsylvania St Tpk Comm C: 709224. VV. — Interest
RI St Health & Ed Blg C: 762243-E6-6 — Interest — Sold
Sacramento Cnty CA Arpt C: T86107-JH-6 — Interest — Sold
Santa Fe MN Gross Repts C: 802072-MB-1 — Interest — Sold
Sienna Plantn Mud No. 3 C: 82620T-LR-3 — Interest — Sold
Texas ST Prerefunded C: 882723-LF-4 — Interest — Sold
Texas St Unref Bal C: 882723.LM-9 — Interest — Sold
Texas St Unrefunded Bal C: 882723.LY-3 — Interest — Sold
Titus County TX Pass C: 888514.FK-7 — Interest — Sold
Triborough Brdg & Tunl C: 89602N-MN-1 — Interest — Sold
Tyler 7X Indpt Sch Dist C: 92273-5805 — Interest — Sold
University Houston TX C: 914301-7Y-6 — Interest — Sold
University NE Univ Revs C: 914641.G8-2 — Interest — Sold
Van Dyke MI Pub Schs C; 921067-GOQ-1 — Interest — Sold
Wapakoneta OH City Sch C: 933747C2Z-8 — Interest — Sold
Washington St Univ Revs C: 940093-X4-4 — Interest
Wayland MI Un Sch Dist C: 944233.JV-8 — Interest — Sold
Wisconsin St Hlth & Edl Fac C: 97710B- BAY — Interest — Sold
Boston MA Ser A G/O C: 100853-FV.? — Interest — Buy
Durango CO Sales & Use Tax C: 266463 ED-6 — Interest — Buy
Clearwater FL W&S Rev Ser C: 185328. HH-7 — Interest — Buy
TRI Cnty Met Transn Dist C: 89546R-HP-2 — Interest — Buy
Coppell TX Indpt Sch C: 217489-5P-4 — Interest — Buy
North TX Mun Wir Dist C: 66283A.CL-% — Interest — Buy
Fairfax Cnty VA Swr Rev C: 303867-GF-6 — Interest — Buy
Salt River PJ AZ Agric C: T9575D-B7-4 — Interest — Buy
Mobile AL Pub Ed Bldg C: 607202-DC-9 — Interest — Buy
Greenbrier Cnty WV Brd Ed Pub Sch ( 103658.CY-3 — Interest — Buy
Oregon St Dpt Admin Sves C: 68608V. BN-3 — Interest — Buy
Hawaii St Dept Hawaiian Home C: 41980P- BG-6 — Interest — Buy
Houston TX Util Sys Rev C: 44244C-HV-2 — Interest — Buy
New Jersy HC Facs Fing C: 64580A-AT-8 — Interest — Buy
Houston TX Prerefunded C: 442331-M2-7 — Interest — Buy
Lower Co Riv Auth TX Rev C: S4811A. EK-S — Interest — Buy
Pennsylvania St TPK Commn C: 709224. VV.R — Interest — Buy
Pennsylvania St TPK Comma C: 709224 VO — Interest — Buy
Pennsylvania St Commn TPK C: 709224. T™-1 — Interest — Buy
New York St Dorm Auth C: 64990H-M3-1 — Interest — Buy
Anderson SC W&S Sys C: 034074-CD-2 — Interest — Buy
North Carolina St Grant C: 658268-BY-2 — Interest — Buy
Pennsylvania St TPK Commn C: 709224. OM-4 — Interest — Buy
Orange Cnty FL Sch Brd C: 684517-NS-0 — Interest — Buy
San Jacinto TX Cmnty C: T98025-HE-5 — Interest — Buy
Missouri St Hlth & EFA C: 60635H-WS-8 — Interest — Buy
State Pub Sch Bldg Auth C: 857322-6B-2 — Interest — Buy
Citizens Gas Util Dist C: 174702-FA-3 — Interest — Buy
Bettendorf IA Ser A G/O C: 087671 -F4-0 — Interest — Buy
Penmsylvamia St TPK C: 709223.ZM-6 — Interest — Buy
Houston TX Util Sys Rev C: 44244C-HV-2 — Interest — Buy (add'l)
South Carolina St Pub Sve Auth C: 837151. NR-6 — Interest — Buy
Lower CO Riv TX C: S481 1AMF.7 — Interest — Buy
Kingsport TN Ser B C: 496443.DK.-S — Interest — Buy
New York St Urban Dev C: 650035-5M-6 — Interest — Buy
New York St Dorm Auth C: 649905-UM-6 — Interest — Buy
Saint Charles Cnty MO C: 787642-W2-9 — Interest — Buy
Harrisburg Sch Dist C: 414834-NR-8 — Interest — Buy
Univ Pittsburgh of the Cmwth C: 91335V HR-O — Interest — Buy
Southwest High Ed Auth Inc TX C: 845040- HF 4 — Interest — Buy
Pennsylvama St TPK C: 709223.2Y 40 — Interest — Buy
Miami Dade Cnty FL Aviation C: 59333P- VY! — Interest — Buy
Opelika AL Utils Brd C: 683548-AP-6 — Interest — Buy
Pennsylvania St TPK C: 709221-RZ-0 — Interest — Buy
Oregon St Dpt Admin Sves C: 68608V. CE-2 — Interest — Buy
Member, Visiting Committee to the Divinity School, Umiversity of Chicago
Board Member, Justice for Pro Se's (not-for-profit)
1. VII, Line 4 — Vanguard Wellesley Fund was reported in 2017 as a one-line combined fund held by two different brokerage firms. For 2018, the Wellesley

Fund is separated into two lines (Lines 3 and 4) due to each having differmet RMD withdrawal dates.

2. VI, Line 20 -- This is a "sweep" account in both my brokerage and TRA accounts in which money is held pending investment; money is constantly being put

into and taken out of the account.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19335. Public record. Not legal advice.
