# Gerald John Pappert > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/20091 ## Record - **Judge:** Gerald John Pappert - **Year:** 2018 - **Report type:** Annual - **Pages:** 12 ## Text WALTOSA WIS GO PROM NTS SER — Interest APPLE INC NOTE CALL MAKE WHOLE — Interest BOONE CNTY KY SCH DIST FIN CORP SCH — Interest CENTRAL GREENE PA SCH DIST GO BDS — Interest DISCOVER BK GREENWOOD DEL — Interest GOLDMAN SACHS BK USA NY CD — Interest GREENFIELD MASS GO MUNI PURP IN SER — Interest — Redeemed JACKSON CNTY MO REORG SCH DIST NOOO — Interest MERCK & CO INC — Interest — Redeemed MORRIS PLAINS NJ SCH DIST — Interest MORRIS TWP NJ GO BDS — Interest MOUNT LEBANON PA GO BDS SER — Interest ORACLE CORP BOND CALL MAKE WHOLE — Interest PARK CITY KANS GO REF BDS SER — Interest PFIZER INC NOTE CALL MAKE WHOLE — Interest PHELPS-CLIFTON SPRINGS N'Y CENT SCH — Interest — Redeemed PIKE CNTY KY SCH DIST FIN CORP SCH — Interest — Redeemed ROMEO MICH CMNTY SCH DIST GO ULTD TAC SCH — Interest SWATARA TWP PA GO BDS SER — Interest — Redeemed TOYOTA FINL SVGS BK HEND NV — Interest UNIVERSITY NORTHN IOWA UNIV REVS DORM — Interest — Redeemed WENTZVILLE R-1V DIST MO LEASE — Interest AMERICAN EUROPACIFIC GROWTH CLASS FI — None AMERICAN EUROPACIFIC GROWTH CLASS F2 — Int/Div 2s — Distribution CALAMOS MARKET NEUTRAL INCOMECL — Int/Div — Buy (add'l) CALAMOS MARKET NEUTRAL INCOMECL — Distribution — Buy (add'l) CALAMOS MARKET NEUTRAL INCOMECL — Buy (add'l) CALAMOS MARKET NEUTRAL INCOMECL — Sold (part) CALAMOS MARKET NEUTRAL INCOMECL — Sold (part) CALAMOS MARKET NEUTRAL INCOMECL A — Int/Div — Buy (add'l) ISHARES TR JP MOR EM MK EFT — Int/Div — Buy ISHARES TR JP MOR EM MK EFT — Sold (part) ISHARES TR JP MOR EM MK EFT — Sold (part) ISHARES TR JP MOR EM MK EFT — Sold (part) FIDELITY GOVERNMENT CASH RESERVES — Int/Div FIDELITY TOTAL BOND — Int/Div — Sold (part) FIDELITY TOTAL BOND — Sold (part) FIDELITY TOTAL BOND — Buy (add'l) FIDELITY SOO INDEX PREMIUM CLASS — Int/Div — Sold (part) 41 — istnbution FIDELITY TREASURY MONEY MARKET FUND — Int/Div GATEWAY FUND CLASS A — Int/Div — Buy (add'l) GATEWAY FUND CLASS A — Buy (add'l) GATEWAY FUND CLASS Y — Int/Div — Buy (add'l) GATEWAY FUND CLASS Y — Buy (add'l) GATEWAY FUND CLASS Y — Buy (add'l) ISHARE INC CORE MSCI EMERGING MKTS ETF — Int/Div — Buy (add'l) ISHARE INC CORE MSCI EMERGING MKTS ETF — Buy (add'l) S10. — Sold (part) S10. — Sold (part) ISHARES CORE S&P MID-CAP EFT — Int/Div — Buy (add'l) ISHARES CORE S&P SMALL-CAP ETF — Int/Div — Sold (part) ISHARES CORE S&P SMALL-CAP ETF — Sold (part) ISHARES CORE S&P S00 ETF — Int/Div — Sold (part) ISHARES CORE S&P S00 ETF — Sold (part) ISHARES CORE S&P S00 ETF — Sold (part) ISHARES RUSSELL 2000 ETF — Int/Div ISHARES TR CORE MSCI TOTAL — Int/Div — Buy (add'l) ISHARES TR CORE MSCI TOTAL — Sold (part) ISHARES US TECHNOLOGY ETF — Int/Div — Sold (part) ISHARES US TECHNOLOGY ETF — Sold (part) MERGER FUND — Int/Div 64. — Distribution INDEXIQ ETF IQ ARB MERGER ARBITRAGE ETF — None — Buy (add'l) PIMCO COMMODITY REAL RETURNS INST — Int/Div — Sold PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — Sold ISHARES TIPS BOND ETF — Int/Div — Buy (add'l) ISHARES TIPS BOND ETF — Sold VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF — Int/Div DOW JONES WILSHIRE 5000 INDEX PORT INVT — Int/Div — Buy (add'l) DOW JONES WILSHIRE 5000 INDEX PORT INVT — Sold WELLS FARGO PREMIER LARGE CO GRWTH ADMIN — Distribution AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Int/Div — Sold (part) AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Distribution — Sold (part) AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Sold (part) AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Sold (part) AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Sold (part) AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Sold (part) EXXON MOBIL CORP (X) — Int/Div FLBEACH, OC, LLC — Distribution ALTOONA NPRE. LP — istmbution FIXED ACCOUNT — Interest YEAR INDEX FUND S&PsSO0 — Interest YEAR INTERNATIONAL INDEX FUND EURO STOCK S00 — Interest URBAN STORAGE FUND. LP — None VILLAGE OF CANTERBURY. LP — None HONEY FARMS MANAGEMENT. LLC — Interest PACIRA PHARMACEUTICALS INC — None — Sold ISHARES CORE MSCI EAFE ETF — Int/Div — Buy ISHARES CORE MSCI EAFE ETF — Buy (add'l) ISHARES CORE MSCI EAFE ETF — Buy (add'l) ISHARES CORE MSCI EAFE ETF — Buy (add'l) ISHARES CORE MSCI EAFE ETF — Sold (part) FIDELITY INTERM MUNI INCOME — Int/Div — Buy FIDELITY INTERM MUNI INCOME — Distribution — Buy (add'l) HEMPFIELD PA AREA SCHOOL 31572024 — None — Buy HURST TEX TAX & WATER & SEWER 08/1822 — None — Buy ISHARES FLOATING RATE EFT — Int/Div — Buy ISHARES FLOATING RATE EFT — Buy (add'l) MISSOULA COUNTY MNT HIGH 07/01/2024 — Interest — Buy WESTWOOD HEIGHTS MICH SCHOOL 05/012021 — Interest — Buy 1Q HEDGE MULTI-STRATEGY TRACKER EFT — None — Buy FIDELITY INFLAT-PROT BOND INDEX PREMIUM — Int/Div — Buy FIDELITY INFLAT-PROT BOND INDEX FUND — Int/Div — Sold (part) MICROSOFT CORP NOTE 11/03/22 — Interest — Buy STATE BK INDIA NEW YORK Y0&/2023 — Interest — Buy FIDELITY TOTAL MARKET INDEX PREMIUM CL — None — Buy FIDELTY TOTAL MARKET INDEX FUND — Int/Div 110. — Distribution FIDELITY ADVISOR TOTAL BOND CL Z — Int/Div — Buy (add'l) FIDELITY ADVISOR TOTAL BOND CL Z — Buy (add'l) FIDELITY 500 INDEX FUND — Int/Div 114. — Distribution Agreement — 2001 — Pennsylvama State Employee's Retirement System Defined Benefit Pension Plan Trust No. 1, listed on line 2 of Part | of this Report, is an unfunded Trust. Line 24 - merged with line 23 on 03/19/18, Line 26 - merged with line 31 on 03/22/18. Line 37 - merged with line 111 on 05/24/18. Line 40 - merged with line 113 on 11/02/18 Line 43 - merged with lime 45 on 04/02/18. Line 81 « FLBeach, OC LLC was purchased 08/01/2014 $50,000 Line 81 - FL Beach Income coded as a distribution, based on K-1. In the past was coded as Interest Line 82 - Altoona NPRE, LP was purchased 10/28/2015 $100,000 Line 86 - Urban Storage Fund, LP was purchased 07/03/13 $100,000 & Additional purchase on 04/04/2014 $100,000 Line 87 - Village of Centerbury, LP was purchased 04/12/2012 $150,000 Line £8 - Honey Farms Management, LLC was purchased on 11/04/2016 $100,000 Line 108 - merged with line 109 on 1 1/02/18. Line 183 from the 2017 report - asset removed, because it consisted of lines 184, 185, & 186 listed. Lines 25,27, 41, 64, 73, 75, 96, 110, 114 Income coded as distributions are Capital Gains. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20091. Public record. Not legal advice.