# Jane Richards Roth

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19916

## Record

- **Judge:** Jane Richards Roth
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 12

## Text

Scout Bond Fund — Int/Div — Sold
M& T Bank Checking Acct — Interest
Wells Fargo Bank Checking — Interest
Wells Fargo Bank Savings — Interest
TRUST WITH WILM. TRUST (H)
Exxon Common Stock — Int/Div
Johnson & Johnson Common — Int/Div — Sold (part)
Pepsico Common Stock — Int/Div
Proctor & Gamble Common — Int/Div
Minnesota M&M Common (MMM) — Int/Div
Hewlett-Packard Common — Int/Div
DXC Technology — Int/Div — from line 1)
DXC Technology — Sold (part)
Seattle Spinco — None — from Ime 1)
Seattle Spinco — Sold
Micro Focus — Int/Div — Buy
Micro Focus — Sold
HP hx — Int/Div
Air Prod & Chem Common — Int/Div — Sold (part)
Versum Materials — Int/Div — Sold
Ishares - Lulities — Int/Div
Ishares - MSC EAFE — Int/Div
shares - Russell 2000 — Int/Div
shares - S&P 500 Growth — Int/Div
Ishares - S&P 500 Value — Int/Div
Vanguard MSCI EAFE — Int/Div
Vanguard MSC] Emerging Markets — Int/Div
Victory Integrity Small Cap — Int/Div
Wilm. Prime Money Market — Interest
WilmLarge-CapFund — Int/Div
Trust (H)
Max Appreciation Fund — Int/Div
M&T Corp. — Int/Div
Wilm Govt Fund — Int/Div
Wilm Trust IRA (H)
Absolute Strategies — None
AQR Managed Futures — Int/Div
Holdback Fund — None — Buy
Holdback Fund — Sold
Vanguard Market Neutral — Int/Div
William Blair Blue T.E. Fund — None — Sold (part)
William Blair Blue T.E. Fund — Sold
William Blair T.E. Fund — None — Sold
Cambiar Intl Equity Fund — Int/Div
shares Core MSCI — Int/Div
Vanguard Dividend Appreciation — Int/Div — Sold (part)
WOM Focused Intl Growth Fund — Int/Div
Vanguard Inflation Protected — Int/Div
Blackrock Strategic — Int/Div — Buy
Riverpark S/T — Int/Div — Buy
BBH Limited Duration Fund — Int/Div — Buy
Guggenheim Duration — Int/Div — Buy
Vanguard Short Term Treasury — Int/Div — Buy
Wilmington U.S. Govt Fund W Class — Int/Div
FPA New Income fund — Int/Div — Sold
WTC Roth IRA (H)
Absloute Strategies Fund — None
Diamond Hill Large Cap — Int/Div — Sold
Ishares Barclays Tips Bond Fund — Int/Div — Sold (part)
Ishares Barclays Tips Bond Fund — Sold (part)
Ishares Trust Cohen & Steers Realty Majors Index Fund — Int/Div
Ishares Cores Msci Emerging — Int/Div — Sold (part)
shares Russell 2000 ETF — Int/Div — Buy
shares Russell 2000 ETF — Buy (add'l)
shares Russell 1000 Growth ETF — Int/Div — Buy
Ishares Russell 1000 Value ETF — Int/Div — Buy
JPMorgan US Small — Int/Div — Sold (part)
LSV Value Equity Fund — None — Buy (add'l)
Morgan Stanley IF Growth — None — Sold
SPDR Dow Jones Intl Real Estate — Int/Div — Buy (add'l)
T Rowe Price Large Cap — Int/Div — Sold
Touchstone Small Cap — Int/Div — Sold
Vanguard FTSE Developed Markets — Int/Div
Victory Integrity — Int/Div
Wilma Small-Cap Strategy Fund — Int/Div — Sold
Wilma Large Cap Strategy Fund — Int/Div — Sold (part)
Wilma Prime MM Fund — Int/Div
Reimbursement — Emory Law School — Oct.21-22 — Atlanta, GA — Moot Court — Transportation and Lodging
Section VIL, Line 27, Municipal Bond Common Fund was sold on 12/4/15 - mistakenly reported as WTC Common Funds, line 29 on 2015 Report. These

investments were mistakenly listed as two when they were in fact just one investment

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19916. Public record. Not legal advice.