# Jon David Levy

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19526

## Record

- **Judge:** Jon David Levy
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 32

## Text

Fidelity Blue Chip Growth — Int/Div — Buy
LSV Small Cap Value Fund Institutional — Int/Div — Buy
Amencan Capital Income Builder — Int/Div — Sold (part)
American Capital World Growth and Income — Int/Div — Sold (part)
Dodge & Cox International Stock Fund — Int/Div — Buy
Dodge & Cox International Stock Fund — Buy (add'l)
American Europacific Growth Fund — Int/Div
The Growth Fund of America — Int/Div — Sold (part)
JP Morgan Mid Cap Value Fund — None — Buy
JP Morgan Mid Cap Value Fund — Sold
Flex Shares Trust Momingstar Global — None — Buy
Flex Shares Trust Momingstar Global — Sold
American Growth Fund of America — Int/Div — Sold
Oakmark Fund Investor Class — None — Buy
Oakmark Fund Investor Class — Sold
Amencan Intemational Growth and Income — None — Sold
JP Morgan US Lg Cap Core Plus — Int/Div — Buy
Looms Sayles Growth CL Y — Int/Div — Buy
American New World Fund — Int/Div — Sold (part)
T Rowe Price New ERA — Int/Div — Buy
Victory Munder VRCTY Small Cap Value — Int/Div — Buy
Strategic Adv Tax Sensitive Short Dura — Int/Div — Buy
Strategic Adv Tax Sensitive Short Dura — Sold (part)
Fidelity SAI Tax Free Bond Fund — Int/Div — Buy
Fidelity SAI Tax Free Bond Fund — Buy (add'l)
Blackrock National Muni Fund — Int/Div — Buy
Western Asset Managed Muni — Int/Div — Buy
Western Asset Managed Muni — Buy (add'l)
Western Asset Managed Muni — Buy (add'l)
T-Rowe Price Tax Free High Yield — Int/Div — Buy
T-Rowe Price Tax Free High Yield — Sold (part)
Templeton Global Fund Class A — Int/Div — Buy
Templeton Global Fund Class A — Buy (add'l)
Wells Fargo Muni Bond Fund — Int/Div — Buy
Wells Fargo Muni Bond Fund — Buy (add'l)
Fidelity Government Cash Reserves — Int/Div
Shares Core S& PSO ETF — Int/Div — Buy
Shares Core S& PSO ETF — Buy (add'l)
Shares Core S& PSO ETF — Buy (add'l)
Shares Russel Midcap Growth — Int/Div — Buy
IShares S & P Mid Cap 400 Growth — Int/Div — Buy
IShares Russell 1000 Growth ETF — Int/Div — Buy
IShares Russell 1000 Growth ETF — Int/Div — Buy (add'l)
Shares S & P Midcap 400 Value — Int/Div — Buy
Shares S & P Midcap 400 Value — Buy (add'l)
IShares TR S & P Small Cap 600 Growth — Int/Div — Buy
IShares TR S & P Small Cap 600 Growth — Buy (add'l)
IShares TR S & P Small Cap 600 Growth — Buy (add'l)
IShares Edge MSCI USA Quality — Int/Div — Buy
S10. — Buy (add'l)
IShares Edge MSCI USA Value Factor — Int/Div — Buy
SPDR Index Shs FDS S & P Global Nat Res — Int/Div — Buy
SPDR Index Shs FDS S & P Global Nat Res — Buy (add'l)
Fidelity Large Cap Stock — None — Buy
Fidelity Large Cap Stock — Sold
Fidelity Growth Company — None — Buy
Fidelity Growth Company — Sold
Fidelity Value Discovery — Int/Div — Buy
Fidelity Value Discovery — Buy (add'l)
Fidelity Value Discovery — Buy (add'l)
LSV Value Equity Fund Investor — None — Buy
LSV Value Equity Fund Investor — Sold
American Short Term Tax-Exempt Bond — Int/Div — Sold
Bed Bath & Bevond — None — Sold
IShares MSCI Emerging Markets ETF — None — Buy
IShares MSCI Emerging Markets ETF — Sold
IShares S & P Small Cap 600 Value — None — Buy
IShares S & P Small Cap 600 Value — Sold
Janus Henderson Enterprise T — None — Buy
Janus Henderson Enterprise T — Sold
Thomburg Ltd Term Muni Fund — Int/Div — Sold
Transamerica International Equity — None — Buy
Transamerica International Equity — Sold
Fidelity Government Money Market — Int/Div — Buy
Fidelity Investments IRA #1
Fidelity International Enhanced Index Fund — Int/Div — Buy
Fidelity International Enhanced Index Fund — Buy (add'l)
Fidelity International Enhanced Index Fund — Buy (add'l)
Fidelity International Enhanced Index Fund — Buy (add'l)
Fidelity International Enhanced Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Int/Div — Buy
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Momentum Index Fund — Int/Div — Buy
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Buy (add'l)
Fidelity SAI US Momentum Index Fund — Buy (add'l)
Fidelity SAI US Momentum Index Fund — Buy (add'l)
Fidelity SAI US Large Cap Index — Int/Div — Buy
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI International Index — Int/Div — Buy
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Sold (part)
Fidelity SA1 Emerg Markets Index — Int/Div — Buy
Fidelity SA1 Emerg Markets Index — Buy (add'l)
Fidelity SA1 Emerg Markets Index — Buy (add'l)
Fidelity SA1 Emerg Markets Index — Sold (part)
Fidelity SA1 Emerg Markets Index — Buy (add'l)
Fidelity SA1 Emerg Markets Index — Sold (part)
Fidelity SAI Quality Index — Int/Div — Buy
Fidelity SAI Quality Index — Buy (add'l)
Fidelity SAI Quality Index — Buy (add'l)
Fidelity SAI Quality Index — Sold (part)
Fidelity SAI Quality Index — Buy (add'l)
Fidelity SAI Quality Index — Sold (part)
Fidelity SAI Small Midcap S00 Index — Int/Div — Buy
Fidelity SAI Small Midcap S00 Index — Sold (part)
Fidelity SAI Small Midcap S00 Index — Sold (part)
Fidelity SAI Small Midcap S00 Index — Sold (part)
Fidelity SAI Small Midcap S00 Index — Buy (add'l)
Fidelity SAI Small Midcap S00 Index — Sold (part)
Fidelity SAI Small Midcap S00 Index — Buy (add'l)
Fidelity Strategic Income Fund — Int/Div — Buy
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity US. Bond Index Inst! Premium — Int/Div — Buy
Fidelity US. Bond Index Inst! Premium — Buy (add'l)
Fidelity US. Bond Index Inst! Premium — Buy (add'l)
Fidelity US. Bond Index Inst! Premium — Buy (add'l)
Fidelity US. Bond Index Inst! Premium — Sold (part)
Fidelity US. Bond Index Inst! Premium — Buy (add'l)
Fidelity US. Bond Index Inst! Premium — Sold (part)
Fidelity Conservative Income Bond Fund — Int/Div — Buy
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Strategic Advisers Short Duration Fund — Int/Div — Buy
Strategic Advisers Short Duration Fund — Sold (part)
Strategic Advisers Short Duration Fund — Sold
Strategic Advisers Income Opporunity — Int/Div — Buy
Strategic Advisers Income Opporunity — Buy (add'l)
Strategic Advisers Income Opporunity — Sold (part)
Shares Core S & P Small-Cap ETF — Int/Div — Buy
Fidelity Inflat-Prot Bd Index Inst] Prem — Int/Div — Buy
Fidelity Government Cash Reserves — Int/Div — Buy
AQR Management Futures Fund — Int/Div — Buy
AQR Management Futures Fund — Sold
Doubleline Total RT Bond Fund — Int/Div — Buy
Doubleline Total RT Bond Fund — Sold (part)
Doubleline Total RT Bond Fund — Sold
Shares Tips Bond ETF — Int/Div — Buy
Shares Tips Bond ETF — Sold
IShares 1Boxx Investment Grade — Int/Div — Buy
IShares 1Boxx Investment Grade — Sold
IShares Core S & P Small Cap ETF — Int/Div — Buy
IShares Core S & P Small Cap ETF — Sold (part)
IShares TR EAFE SML CP ETF — Int/Div — Buy
IShares TR EAFE SML CP ETF — Buy (add'l)
IShares TR EAFE Growth ETF — Int/Div — Buy
Shares Inc Core MSCI Emerging MKTS — Int/Div — Buy
Shares Inc Core MSCI Emerging MKTS — Buy (add'l)
Shares Inc Core MSCI Emerging MKTS — Buy (add'l)
Shares Inc Core MSCI Emerging MKTS — Sold (part)
Select Sector SPDR TR Energy — Int/Div — Buy
Select Sector SPDR TR Energy — Sold (part)
Select Sector SPDR TR Energy — Buy (add'l)
Select Sector SPDR TR Energy — Buy (add'l)
Fidelity Investments IRA #2.
Fidelity International Enhanced Index — Int/Div — Buy
Fidelity International Enhanced Index — Buy (add'l)
Fidelity International Enhanced Index — Buy (add'l)
Fidelity International Enhanced Index — Buy (add'l)
Fidelity International Enhanced Index — Sold (part)
Fidelity SAI US Value Index — Int/Div — Buy
Fidelity SAI US Value Index — Sold (part)
Fidelity SAI US Value Index — Sold (part)
Fidelity SAI US Value Index — Buy
Fidelity SAI US Value Index — Sold
Fidelity SAI US Value Index — Buy (add'l)
Fidelity SAI US Value Index — Buy
Fidelity SAI US Momentum Index — Int/Div — Buy
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Buy (add'l)
Fidelity SAI US Momentum Index — Buy (add'l)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Int/Div — Buy
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI International Index — Int/Div — Buy
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Sold (part)
Fidelity SAI Emerg Markets Index — Int/Div — Buy
Fidelity SAI Emerg Markets Index — Buy (add'l)
Fidelity SAI Emerg Markets Index — Buy (add'l)
Fidelity SAI Emerg Markets Index — Sold (part)
Fidelity SAI Emerg Markets Index — Sold (part)
Fidelity SAI Emerg Markets Index — Buy (add'l)
Fidelity SAI Emerg Markets Index — Sold (part)
Fidelity SA1 US Quality Index — Int/Div — Buy
Fidelity SA1 US Quality Index — Buy (add'l)
Fidelity SA1 US Quality Index — Sold (part)
Fidelity SA1 US Quality Index — Sold (part)
Fidelity SA1 US Quality Index — Buy (add'l)
Fidelity SA1 US Quality Index — Sold (part)
Fidelity SA1 US Quality Index — Buy (add'l)
FID SAI Small Mid Cap 500 Index Fund — Int/Div — Buy
FID SAI Small Mid Cap 500 Index Fund — Sold (part)
FID SAI Small Mid Cap 500 Index Fund — Sold (part)
FID SAI Small Mid Cap 500 Index Fund — Sold (part)
FID SAI Small Mid Cap 500 Index Fund — Buy (add'l)
FID SAI Small Mid Cap 500 Index Fund — Sold (part)
FID SAI Small Mid Cap 500 Index Fund — Sold (part)
FID SAI Small Mid Cap 500 Index Fund — Buy (add'l)
Fidelity Strategic Income Fund — Int/Div — Buy
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity Strategic Income Fund — Sold (part)
Fidelity US Bond Index Fund — Int/Div — Buy
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Int/Div — Buy
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Strategic Advisers Short Duration Fund — Int/Div — Buy
Strategic Advisers Short Duration Fund — Sold (part)
MATS — Sold
Strategic Advisers Income Opportunity — Int/Div — Buy
Strategic Advisers Income Opportunity — Buy (add'l)
Fidelity SAI International Index — Sold (part)
Strategic Advisers Income Opportunity — Sold (part)
Fidelity Inflat Prot Bond — Int/Div — Buy
Fidelity Inflat Prot Bond — Sold (part)
Fidelity Inflat Prot Bond — Buy (add'l)
Fidelity Government Cash Reserves — Int/Div — Buy
AQR Managed Futures Fund — Int/Div — Buy
AQR Managed Futures Fund — Sold
Doubleline Total RT Bond Fund — Int/Div — Buy
Doubleline Total RT Bond Fund — Sold (part)
Doubleline Total RT Bond Fund — Sold
IShares Tips Bond ETF — Int/Div — Buy
IShares Tips Bond ETF — Sold
IShares IBOXX Investment Grade — Int/Div — Buy
IShares IBOXX Investment Grade — Sold
Shares Core S & P Small-Cap ETF — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Buy
IShares TR EAFE SML CP ETF — Int/Div — Buy
IShares TR EAFE SML CP ETF — Buy
IShares TR EAFE SML CP ETF — Sold (part)
IShares TR EAFE SML CP ETF — Buy (add'l)
IShares TR EAFE Growth ETF — Int/Div — Buy
Shares Inc Core MSC Emerging Markets — Int/Div — Buy
Shares Inc Core MSC Emerging Markets — Buy (add'l)
Shares Inc Core MSC Emerging Markets — Buy (add'l)
Shares Inc Core MSC Emerging Markets — Sold (part)
Shares Inc Core MSC Emerging Markets — Sold (part)
Select Sector SPDR TR Energy — Int/Div — Buy
Select Sector SPDR TR Energy — Sold (part)
Select Sector SPDR TR Energy — Buy (add'l)
Select Sector SPDR TR Energy — Sold (part)
Select Sector SPDR TR Energy — Buy (add'l)
Fidelity IRA #3
Fidelity Government Money Market — Int/Div
Fidelity IRA 24
Fidelity International Enhanced Index Fund — Int/Div — Buy
Fidelity International Enhanced Index Fund — Buy (add'l)
Fidelity International Enhanced Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Int/Div — Buy
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Momentum Index Fund — Int/Div — Buy
RITES — Sold (part)
RITES — Buy (add'l)
RITES — Sold (part)
RITES — Buy (add'l)
RITES — Buy (add'l)
RIT) — Buy (add'l)
Fidelity SAI US Large Cap Index — Int/Div — Buy
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI International Index — Int/Div — Buy
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Sold (part)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Buy (add'l)
Fidelity SAI International Index — Sold (part)
Fidelity SAI Emerg Markets Index — Int/Div — Buy
Fidelity SAI Emerg Markets Index — Buy (add'l)
Fidelity SAI Emerg Markets Index — Sold (part)
Fidelity SAI Emerg Markets Index — Buy (add'l)
Fidelity SAI Emerg Markets Index — Sold (part)
Fidelity SAI Emerg Markets Index — Buy (add'l)
Fidelity SAI Emerg Markets Index — Sold (part)
Fidelity SAI US Quality Index — Int/Div — Buy
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI Small Mid Cap S00 Index — Int/Div — Buy
Fidelity SAI Small Mid Cap S00 Index — Sold (part)
Fidelity SAI Small Mid Cap S00 Index — Sold (part)
Fidelity SAI Small Mid Cap S00 Index — Buy (add'l)
Fidelity SAI Small Mid Cap S00 Index — Sold (part)
Fidelity SAI Small Mid Cap S00 Index — Buy (add'l)
Fidelity Strategic Income Fund — Int/Div — Buy
Fidelity Strategic Income Fund — Buy (add'l)
RETH — Buy (add'l)
RETH — Sold (part)
Fidelity US Bond Index Fund — Int/Div — Buy
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Int/Div — Buy
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Sold (part)
Strategic Advisers Income Opportunities — Int/Div — Buy
Strategic Advisers Income Opportunities — Buy (add'l)
Strategic Advisers Income Opportunities — Sold (part)
Strategic Advisers Short Duration Fund — Int/Div — Buy
Strategic Advisers Short Duration Fund — Sold (part)
Strategic Advisers Short Duration Fund — Sold
Fidelity Inflat Prot Bond Index — Int/Div — Buy
Fidelity Inflat Prot Bond Index — Buy (add'l)
Fidelity Inflat Prot Bond Index — Buy (add'l)
Fidelity Inflat Prot Bond Index — Sold (part)
Fidelity Government Cash Reserves — Int/Div — Buy
Ishares Core S & P Small-Cap E — Int/Div — Buy
Ishares Core S & P Small-Cap E — Sold (part)
Ishares Core S & P Small-Cap E — Sold (part)
ARO. — Sold (part)
ARO. — Buy (add'l)
IShares TR EAFE SML CP ETF — Int/Div — Buy
assy — Buy (add'l)
IShares TR EAFE Growth ETF — Int/Div — Buy
IShares TR EAFE Growth ETF — Buy (add'l)
Shares Inc Core MSC Emgerging Mkis — Int/Div — Buy
Shares Inc Core MSC Emgerging Mkis — Buy (add'l)
Shares Inc Core MSC Emgerging Mkis — Buy (add'l)
Shares Inc Core MSC Emgerging Mkis — Sold (part)
Shares Inc Core MSC Emgerging Mkis — Buy (add'l)
Shares Inc Core MSC Emgerging Mkis — Sold (part)
Select Sector SPDR TR Energy — Int/Div — Buy
Select Sector SPDR TR Energy — Sold (part)
Select Sector SPDR TR Energy — Buy (add'l)
Select Sector SPDR TR Energy — Buy (add'l)
Other Investments:
AQR Managed Futures Fund — Int/Div — Buy
AQR Managed Futures Fund — Sold
Doubleline Total RT Bond Fund — Int/Div — Buy
Doubleline Total RT Bond Fund — Sold (part)
Doubleline Total RT Bond Fund — Sold
IShares Tips Bond ETF — Int/Div — Buy
IShares Tips Bond ETF — Sold (part)
IShares Tips Bond ETF — Sold
IShares IBOXX Investment Grade — Int/Div — Buy
IShares IBOXX Investment Grade — Sold
Metropolitan West Total Return — Int/Div — Sold
PIMCO All Asset Inst Class — Int/Div — Sold
Wells Fargo Absolute Return Inst — Int/Div — Sold
TD Bank Checking Account — None
Wells Fargo Cash Account — Interest — Sold
US Government Series E Bonds — None
US Government Series EE Bonds — None
Pruco Life Insurance Co. of New Jersey Fixed Rate Annuity — Int/Div
Baml of America Checking Account — None
Gorham Savings Bank — Interest
Thomberg Investment Trust Limited Term Municipal Fund — Int/Div
Wells Fargo Advisor IRA #1
American Funds Capital World Bond Fund — Int/Div — Sold
Amencan Funds Income Fund of America — Int/Div — Sold
American Funds Capital Income Builder — Int/Div — Sold
Vanguard Fixed Income Securities Short Term — Int/Div — Sold
Wells Fargo Advisor IRA #2
American Funds Capital World Bond Fund — Int/Div — Sold
Short Term Bond Fund America — Int/Div — Sold
Metropolitan West Funds Total Return Bond Fund — Int/Div — Sold
American Funds Capital Income Builder — Int/Div — Sold
Vanguard Fixed Income Securities Short Term — Int/Div — Sold
Wells Fargo Absolute Return Fund — Int/Div — Sold
Short Term Bond Fund American Funds — Int/Div — Sold
American Capital World Bond Fund — Int/Div — Sold
American Funds Income Fund of America — Int/Div — Sold
Americna Funds Capital Income Builder — Int/Div — Sold
Vanguard Fixed Income Securities Short Term — Int/Div — Sold
Wells Fargo Advisor IRA #4;
American Funds Capital World Bond Fund — Int/Div — Sold
American Funds Global Balanced Fund — Int/Div — Sold
American Funds Capital Income Builder — Int/Div — Sold
Vanguard Fixed Income Securities Short Term — Int/Div — Sold
Fkin Mutual Glo Dist — Int/Div — Sold
Nuveen NWO SC Value — Int/Div — Sold
SS MC Ind NL Ser — Int/Div — Sold
AF Growth Fund Amer — Int/Div — Sold
SSS &P SOD Ind SL — Int/Div — Sold
Hud Tot Ret Bond HLS — Int/Div — Sold
Board Member, XXX Street Condominium Association
Liability — Gorham Savings Bank — Mortgage on Property, Portland, Maine
Reimbursement — Federal Judges Assocation — May 4, 2018 - May §, 2018 — Washington DC — Nmth Quadrenimal Conference — Paid Travel, hotel, and parking expenses
Reimbursement — Freedom Forum Institute — November 14, 2018 November 15. 2018 — Boston Massachusetts — 2018 Justice and Journalism — Paid Travel and hotel. Provided meals.
Income — 2018 — Matthew Bender & Co, book rovalties — $561.27
Income — 2018 — Mame Public Employees Retirement System — $60,302.24
Spouse's income — 2018 — LLC, Self-employed Psychologist (self-employment come)
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IV. REIMBURSEMENTS:

5/12/19 - I have filed an amended 2018 Financial Disclosure Report because | reported on my non-case travel report that | attended the 2018 Justice and

Journalism Program il

wember 2018, but I did not understand that Twas also required to include it in this report. It is now listed as item 2 in Section IV,

REIMBURSEMENTS.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19526. Public record. Not legal advice.