# David E. Jones

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19664

## Record

- **Judge:** David E. Jones
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

TD Ameritrade Revocable Trust Account (Hy
TD Ameritrade Cash Equivalent (FDIC Insured Account) — Interest
DFA Tax Managed US Targeted Value Mutual Fund — Int/Div
DFA US Small Cap Mutual Fund — Int/Div
DFA US Large Cap Value Mutual Fund — Int/Div — Buy (add'l)
Gabelli Equity Income Mutual Fund — Int/Div — Sold (part)
Gabelli Equity Income Mutual Fund — Sold
DFA US Large Cap Equity Mutual Fund — Int/Div
Powershares FTSE RAFI US 1000 ETF — Int/Div
Oppenheimer Global Y Mutual Fund — Int/Div
Tweedy Browne Worldwide High Dividend Yield Mutual Fund — Int/Div
DFA Emergmg Markets Value Mutual Fund — Int/Div
Oppenheimer Developing Markets Y Mutual Fund — Int/Div — Sold (part)
American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Int/Div — Sold (part)
American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Sold (part)
Amencan Funds High-Income Mumcipal Bound F-2 Mutual Fund — Int/Div
AMG GW&K Municipal Bond I Mutual Fund — Int/Div
TD Ameritrade IRA (H)
TD Ameritrade Cash Equivalent (FDIC Insured Account) — None
DFA US Targeted Value Mutual Fund — Int/Div
DFA US Small Cap Mutual Fund — Int/Div
DFA US Large Cap Value Mutual Fund — Int/Div
PIMCO RAE Fundamental Plus Mutual Fund — Int/Div
DFA International Value Mutual Fund — Int/Div
DFA International Small Cap Value Mutual Fund — Int/Div
DFA International Small Cap Mutual Fund — Int/Div
DFA Large Cap International 1 Mutual Fund — Int/Div
Oppenhemmer Global Y Mutual Fund — Int/Div
Tweedy Browne Global Value Mutual Fund — Int/Div
American Funds New World F-2 Mutual Fund — Int/Div
DFA Emergmg Markets Small Cap Mutual Fund — Int/Div
DFA Emerging Markets Mutual Fund — Int/Div
DFA Emerging Markets Value Mutual Fund — Int/Div
Oppenhemmer Developing Markets Y Mutual Fund — Int/Div
Fidelity Total Bond Z Mutual Fund — Int/Div
PIMCO Income Inst Mutual Fund — Int/Div
FPA New Income Mutual Fund — Int/Div — Sold (part)
FPA New Income Mutual Fund — Sold (part)
FPA New Income Mutual Fund — Sold (part)
FPA New Income Mutual Fund — Sold (part)
TD Ameritrade Spouse IRA (H)
TD Ameritrade Cash Equivalent (FDIC Insured Account) — None
DFA US Targeted Value Mutual Fund — Int/Div
DFA US Small Cap Mutual Fund — Int/Div
PIMCO RAE Fundamental Plus Mutual Fund — Int/Div
Oppenheimer Global Y Mutual Fund — Int/Div
Tweedy Browne Global Value Mutual Fund — Int/Div
PIMCO Income Inst Mututal Fund — Int/Div
FPA New Income Mutual Fund — Int/Div — Sold (part)
FPA New Income Mutual Fund — Sold (part)
FPA New Income Mutual Fund — Sold (part)
FPA New Income Mutual Fund — Sold (part)
UW Credit Union Money Market Savings Account — Interest
UW Credit Union Checking & Savings Accounts — Interest
University of Wisconsin TIAA CREF 403(b) Retirement Plan
CREF Stock — Int/Div
CREF Growth — Int/Div
CREF Equity Index — Int/Div
CREF Global Equities — Int/Div
CREF Bond Market — Int/Div
CREF Social Choice — Int/Div
Wisconsin Deferred Compensation 457 (H) Retirement Plan
American Fund EuroPacific Growth R6 Mutual Fund — Int/Div
DFA US Micro Cap Mutual Fund — Int/Div
T. Rowe Price Instl Mid-Cap Equity Growth Mutual Fund — Int/Div
Fidelity Contrafund Mutual Fund — None
Vanguard Institutional Index Inst] Plus Mutual Fund — Int/Div
BlackRock US Debt Index W Mutual Fund — None
Galliard Capital Management Stable Value Fund — None
Federated US Government Securities 2-5 year Mutual Fund — Int/Div

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19664. Public record. Not legal advice.