# Tracey N. Wise

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28385

## Record

- **Judge:** Tracey N. Wise
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

Central Bank & Trust Co. (Checking) — Interest
Central Bank & Trust Co. (Money Market) — Interest
UBS Fmancial Services Account
Money Market Cash Account — Int/Div
Ishares Core S&P S00 ETF — Int/Div
Ishares Russell 1000 ETF — Int/Div
Ishares Russell 2000 ETF — Int/Div
Ishares Core S&P MidCap ETF — Int/Div
Ishares U.S Financial Services ETF — Int/Div
Technology Select Sector SPDR ETF — Int/Div
Vanguard REIT ETF — Int
Vanguard Health Care ETF — Int/Div
Vanguard Short-term Inflation Protected SEC Index FD ETF — Int/Div
DOUBLELINE CORE FIXED INCOME FUND CLASS — Int./y
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND — Ine — Sold
VANGUARD TOTAL WORLD STK INDEX FD ETF — Int/Div
ISHARES NATIONAL MUNI BOND ETF — Int/Div — Sold
ISHARES US. ENERGY ETF — Int/Div
ISHARES MSCI EAFE ETF — Int/Div
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF — Int/Div
VANGUARD LARGE-CAPETF — Int/Div — Sold
VANGUARD TOTAL INTL BOND ETF — Int/Div
VANGUARD TOTAL BOND MKT ETF — Int/Div — Buy
VANGUARD SHORT-TERM BOND ETF — Inv — Sold
ISHARES 20+ YEAR TREASURY BOND ETF — Int/Div — Buy
ISHARES 20+ YEAR TREASURY BOND ETF — Sold
SPDR GOLD SHARES ETF — Int/Div — Buy
SPDR GOLD SHARES ETF — Sold
ISHARES 1-3 YEAR CREDIT BOND ETF — Int/Div — Buy
SPDR BLOOMBERG BARCLAYS LONG TERM TREAS ETF — Int/Div — Buy
VANECK VECTORS AMT-FREE INTE MUNICIPAL INDEX ETF — Int/Div — Buy
VANGUARD SHORT-TERM CORPORATE BOND ETF — Int/Div — Buy
UBS Financial Services (Traditional IRA ka SEP IRA)
Ishares Core S&P 500 ETF (fka Ishares Trust S&P) — Int/Div
Ishares Russell 2000 ETF (fka Ishares Trust Russell 2000 Index) — Int/Div
Ishares Core S&P MidCap ETF (fka Ishares Trust Mi) — Int/Div
shares MSCI EAFE Small Cap ETF (fka Ishares MSCT EAFE Small Cap) — Int/Div
Vanguard REIT ETF — hy
Vanguard FTSE Emerging Markets ETF (fka Vanguard MSC Emerging) — Int/Div
Ishares Russell 1000 ETF (fka Ishares Trust Russell 1000 Index) — Int
Ishares U.S Financial Services ETF (fka Ishares Trust Dow Jones) — Int/Div
Technology Select Sector SPDR ETF — Int/Div
Vanguard Health Care ETF — Int/Div
VANGUARD TOTAL WORLD STK ETF — Int/Div
VAN ECK CM COMMODITY INDEX FUNDY — None — Sold
ISHARES US. ENERGY ETF — Int/Div
ISHARES CORE MSC! EAFE ETF — Int/Div
VANGUARD LARGE CAP ETF — Int./hv — Sold
ISHARES CORE US. AGGREGATE BOND ETF — Int/Div
PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FD — Int/Div — Sold
VANGUARD TOTAL INTL BON FD ETF CL — Int/Div
VANGUARD TOTAL BOND MKT ETF — Int/Div
VANGUARD SHORT-TERM BOND ETF — Int/Div
J ISHARES 20+ YEAR TREAS BON ETF — Int/Div — Buy
SPDR GOLD SHARES ETF — hy — Buy
UBS Fmancial Services Brokerage Account
UNTS FT SABRIENT BAKER S DOZEN PORT ALG 2015 SER ISREIN 09/13/16 — Int/Div — Sold
Memill Lynch - Angelucci Acoustics Inc SEP
American AMCAPCLB — Int/Div — Sold
American Growth Fund of America C1 A — Int/Div
Blackrock Value Opport FD Inc B — Int/Div — Sold
American AMCAP Fund Cl A — Int/Div — Buy (add'l)
Blackrock Global Allocation FD Inc A — hy
Blackrock Value Opportunities FD Inc A — Int/Div — Buy (add'l)
Rental Property, Shelbyville, Shelby County, KY — Rent
Rental Property, Lexington, Fayette County, KY — Rent
Poppin Angels LLC — None
Jackson National Life Insurance Company (Fixed Annuity) — Interest
JPMorgan Chase Bank, N.A. (Savings) (X) — Interest
Poppin, Inc — None — Buy
UBS 529 Plan #1
College America 529 The Investment Company of America - ICA C — Int/Div — Buy
Liability — Central Bank & Trust Co — Mortgage Loan - Rental Property
Liability — Federal Direct Unsubsidized Ford Loans — Student Loan
Liability — Trustmark National Bank — Mortgage Loan - Rental Property
Spouse's income — 2016 — Angelucer Acoustical, Inc. - Construction
VIL. There were some minor fund name changes.

VIL shares Core U.S. Aggregate Bond ETF purchases were duplicated on 2015 report,

VIL Ishares North Amern Nat Resources ETF was listed as sold (part) on 2015 but all was sold.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28385. Public record. Not legal advice.
