# David Gustafson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19367

## Record

- **Judge:** David Gustafson
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 6

## Text

SunTrust Bank accounts — Interest
Wells Fargo Bank accounts — Interest
Schwab 529 Plan Moderately Aggressive Portfolio — Int/Div
Schwab Target 2025 Fund (SWHRX) — Int/Div — Closed
Schwab Target 2030 Fund (SWDRX) — Int/Div — Buy
Virginia College 529 Savings Plans, Alleghany Portfolio — Int/Div
Rental property, Greenville, SC — Rent
Duke Energy common stock — Int/Div
Enbridge common stock (formerly Spectra Energy) — Int/Div
Trustee, Rivendell School, Arlington, VA
Spouse's income — 2018 — self-employed attorney
Part VII, line 4: Shares in SWHRX were sold 1/10/2018 and the proceeds were invested in SWDRX (line 5).

Part VII, line 5: Shares in SWDRX investment as held in [Jl] Schwab SEP IRA, J Schwab Rollover IRA, and Jill separate Schwab brokerage

account. 1 combine them to report the investment without regard to which account the shares are in,

Part VII, line 6, Column D: We made monthly contributions to this 529 plan. Each contnbution was below the reporting amount of $1,000, but in the aggregate

they exceeded $1,000,

Part VII, line 7: The property was appraised 7/20/2008, shortly before the closing, A mortgage on this property, reported on part VI in prior years, was fully paid

off in 2012.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19367. Public record. Not legal advice.