# John Paul Wiese > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28830 ## Record - **Judge:** John Paul Wiese - **Year:** 2015 - **Report type:** Annual - **Pages:** 10 ## Text BANK ACCOUNTS: Wells Fargo Bank, Portland, OR Money Market Accounts — Interest Cardinal Bank, Arlmgton, VA Lertificate of Deposit — Interest UNITED STATES TREASURY Senes Bonds — Interest COMMON STOCK WGL Holdings, Inc — Int/Div NiSource, Inc. Holding Co — Int/Div Duke Realty Corp — Int/Div Gladstone Commercial Corp. — Int/Div Pfizer Inc — Int/Div RLI Corp. — Int/Div Canadian National Ry Co — Int/Div Wells Fargo & Co — Int/Div Citigroup Inc — Int/Div Norfolk Southern Corp — Int/Div Gladstone Investment Corp. — Int/Div Berkshire Hathaway Holdings — None Johnson & Johnson — Int/Div Baker Hughes, Inc — Int/Div Blackrock Enhanced Equity ( Blackrock Div. Achievers) — Int/Div Hospitality Properties Trust — Int/Div Dommion Resources. Inc — Int/Div Bank of America — Int/Div Abbott Laboratories — Int/Div CSX Corporation — Int/Div General Electric Co — Int/Div Baxter International. Inc — Int/Div Baxalta, Inc — Int/Div — from line 32) AbbViednc.ix) — Int/Div — Note mm Part VII PREFERRED STOCK Bank of America. Md-G — Int/Div Aegon NV, Pid-D — Int/Div RBS Holdings, Pfd-Series V — Int/Div Goldman Sachs, Pfd-Series A — Int/Div Bank of America Pfd-L — Int/Div Washington Gas Light, 4.25 Senes — Int/Div Wells Fargo & Co, Series N — Int/Div Capital One Financial C Series Pfd — Int/Div MUTUAL FUNDS: Vanguard Funds Money Market Funds { Prime) — Int/Div Wellington Fund — Int/Div Index Fund - FTSE All-World ex US — Int/Div Global Equity Fund — Int/Div Inflation - Protected Securities Fund — Int/Div GNMA Fund — Int/Div Short-Term Investment-Grade — Int/Div Columbia Acorn Fund Z — Int/Div Columbia Acorn USA Z — Int/Div Columbia Acorn Int'l 2 — Int/Div Dodge & Cox Stock Fund — Int/Div Dodge & Cox Balanced Fund — Int/Div Harbor Int'l Fund — Int/Div Longleaf Partners Fund — Int/Div — Sold Third Avenue Focused Credit Fund — Int/Div — Sold Vanguard - Small Cap Index — Int/Div Vanguard Emerging Markets Stock Index ix) — Int/Div — Note in Part VII Vanguard Extended Market Index (x) — Int/Div — Note in Part VII Vanguard Intermediate-term Investment Grade (x) — Int/Div — Note mm Part VII IRA No.1 Vanguard Mutual Funds — Int/Div — Sold (part) — note mn Part VIL Capital Opportunity Fund — Int/Div Windsor Il Fund — Int/Div Extended Market Index — Int/Div Money Market Fund (Prime) — Int/Div Imtermediate-Term Investment-Grade — Int/Div Total Bond Market Index — Int/Div Vanguard Brokerage: Common Stock LCompass Diversified Holdings — Int/Div Cedar Realty Trust — Int/Div IRA No.2 Vanguard Mutual Funds. — None — with line 67) — note in Part VIL COLLEGE SAVINGS PLANS Virginia 529 Plan - Rappahannock — Int/Div — Buy Virginia 529 Plan - Alleghany — Int/Div Line 34 - The common stock listed on Line 34, AbbVie, Inc. isa 2013 corporate spin-off from Abbot Laboratories (reported on Line 29) that was mistakenly omitted from the 2014 Financial Disclosure Report. Value code "J" applies to this transaction. Lines 63,64,and 65 listing respectively, Vanguard Emerging Markets Index Fund, Vanguard Extended Market Index Fund, and Vanguard Intermediate-term Investment-Grade Fund identify three mutual funds mistakenly omitted from previously filed Financial Disclosure Reports. Lines 67-78 listing "IRA No. 1" and its constituent investments, report all of my aggregate holdings as of December 31, 2015, including the assets (and related income) received from IRA No 2 ( lines 80-81) - 4 spousal IRA that was transferred to me as the designated beneficiary. Additionally, the partial distribution shown on Line 68 under Section D ("Transactions during reporting period") refers to the mandatory minimum annual draw-down that is required upon the account owner attaining the age of 70 and one-half years, Lines 80-81 listing IRA No. 2, identifies a spousal TRA that terminated on February 16, 2015, the owner's date of passing. The assets were transferred to IRA No, 1 on March 15, 2015 und are reported there (Lines 67-78) on & consolidated basis. Except as to differences in their respective market values, the mutual fund investments transferred from IRA No. 2 parallel the mutual fund mvestments of IRA No.1. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28830. Public record. Not legal advice.