# Gerald John Pappert

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29256

## Record

- **Judge:** Gerald John Pappert
- **Year:** 2019
- **Pages:** 11

## Text

WAUTOSA 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 — Redeemed
GOLDMAN SACHS BK USA NY CD — Interest
JACKSON CNTY MO REORG SCH DIST NO 01 — Interest
MORRIS PLAINS NJ SCH DIST — Interest
MORRIS TWP NJ GO BDS — Interest — Redeemed
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
ROMEO MICH CMNTY SCH DIST GO ULTD TAC SCH — Interest — Redeemed
TOYOTA FINL SVGS BK HEND NV — Interest
WENTZVILLE-IV DIST MO LEASE — Interest
AMERICAN EUROPACIFIC GROWTH CLASS F2 — Dividend
CALAMOS MARKET NEUTRAL INCOME CL 1 — Dividend — Buy (add'l)
CALAMOS MARKET NEUTRAL INCOME CL 1 — Buy (add'l)
CALAMOS MARKET NEUTRAL INCOME CL 1 — Buy (add'l)
ISHARES TR JP MOR EM MK EFT — Dividend — Buy (add'l)
ISHARES TR JP MOR EM MK EFT — Buy (add'l)
ISHARES TR JP MOR EM MK EFT — Buy (add'l)
ISHARES TR JP MOR EM MK EFT — Buy (add'l)
ISHARES TR JP MOR EM MK EFT — Sold (part)
FIDELITY GOVERNMENT CASH RESERVES — Dividend
FIDELITY TREASURY MONEY MARKET FUND — Dividend
GATEWAY FUND CLASS Y — Dividend — Sold (part)
GATEWAY FUND CLASS Y — Sold (part)
GATEWAY FUND CLASS Y — Sold (part)
GATEWAY FUND CLASS Y — Sold (part)
GATEWAY FUND CLASS Y — Sold
ISHARE INC CORE MSCI EMERGING MKTS ETF — Dividend — Buy (add'l)
ISHARES CORE S&P MID-CAP EFT — Dividend
ISHARES CORE S&P SMALL-CAP ETF — Dividend — Sold (part)
ISHARES CORE S&P 500 ETF — Dividend — Sold (part)
ISHARES CORE S&P 500 ETF — Sold (part)
ISHARES CORE S&P 500 ETF — Sold (part)
ISHARES CORE S&P 500 ETF — Sold (part)
ISHARES RUSSELL 2000 ETF — Dividend
ISHARES TR CORE MSCI TOTAL — Dividend
ISHARES US TECHNOLOGY ETF — Dividend — Sold (part)
MERGER FUND — Dividend
INDEXIQ ETF IQ ARB MERGER ARBITRA ETF — None
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF — Dividend
WELLS FARGO PREMIER LARGE CO GRWTH ADMIN — Distribution
AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Dividend — Sold (part)
AMERICAN WASHINGTON MUTUAL INVESTORS F2 — Distribution — Sold (part)
EXXON MOBIL CORP (X) — Dividend
FLBEACH, OC, LLC — Distribution
ALTOONA NPRE, LP — Distribution
PACIFIC LIFE FIXED ACCOUNT — Interest
PACIFIC LIFE 1-YEAR HIGH PAR INDEX (S & P 500 INDEX) — Interest
1 YEAR INTERNATIONAL INDEX FUND EURO STOCK 500 — Interest
URBAN STORAGE FUND, LP — None
VILLAGE OF CANTERBURY, LP — None
HONEY FARMS MANAGEMENT, LLC — Interest
ISHARES CORE MSCI EAFE ETF — Dividend — Buy (add'l)
FIDELITY INTERM MUNI INCOME — Dividend — Buy (add'l)
FIDELITY INTERM MUNI INCOME — Distribution — Buy (add'l)
HEMPFIELD PA AREA SCHOOL DISTRICT 3/15/2024 — Interest
HURST TEX TAX & WATER & SEWER 08/15/22 — Interest
ISHARES FLOATING RATE EFT — None — Sold
MISSOULA COUNTY MNT HIGH 07/01/2024 — Interest
WESTWOOD HEIGHTS MICH SCHOOL 05/01/2021 — Interest
IQ HEDGE MULTI-STRATEGY TRACKER EFT — None — Sold
FIDELITY INFLAT-PROT BOND INDEX FUND — Dividend — Buy (add'l)
FIDELITY INFLAT-PROT BOND INDEX FUND — Distribution — Buy (add'l)
MICROSOFT CORP NOTE 11/03/22 — Interest
STATE BK INDIA NEW YORK 3/06/2023 — Interest
FIDELITY TOTAL MARKET INDEX FUND — Dividend
FIDELITY TOTAL BOND Cl Z — Dividend — Sold (part)
FIDELITY TOTAL BOND Cl Z — Distribution — Buy (add'l)
FIDELITY TOTAL BOND Cl Z — Buy (add'l)
FIDELITY 500 INDEX FUND — Dividend
GARDENS OF GERMANTOWN — None — Buy
FIDELITY LOW VOLATILITY FACTOR EFT — Dividend — Buy
FIDELITY LOW VOLATILITY FACTOR EFT — Buy (add'l)
FIDELITY LOW VOLATILITY FACTOR EFT — Sold (part)
TORTOISE MLP & PIPELINE — Dividend — Buy
FAIRBANKS OHIO LOC SCH DIST — Interest — Buy
GREENWOOD ARK SCHOO DIST — Interest — Buy
TRENDTON TEX INDPT SCH DIST — None — Buy
ALLY BK MIDVALE UTAH CD — Interest — Buy
COMENITY CAP BK UTAH CD — Interest — Buy
ISHARES CORE 1-5 YEARS USD BOND EFT — Dividend — Buy
ISHARES CORE 1-5 YEARS USD BOND EFT — Buy (add'l)
ISHARES CORE 1-5 YEARS USD BOND EFT — Buy (add'l)
ISHARES CORE 1-5 YEARS USD BOND EFT — Buy (add'l)
ISHARES CORE 1-5 YEARS USD BOND EFT — Sold (part)
ISHARES CORE 1-5 YEARS USD BOND EFT — Sold (part)
ISHARES CORE 1-5 YEARS USD BOND EFT — Sold
General Partner, Marza, L.P.
Trustee, Trust No 1
Agreement — 2001 — Pennsylvania State Employee's Retirement System Defined Benefit Pension Plan
Income — 2019 — Pennsylvania State Retirement Benefits — $8,451.72
Trust No. 1 listed on line 2 of Part I of this Report is an unfunded trust.
Line 52 - FL Beach, OC LLC was purchased 08/01/2014 - $50,000
Line 53 - Altoona NPRE, LP was purchased 10/28/2015 - $100,000
Line 54 - Fixed Account part of PacLife policy.
Life 55 - Index Fund part of PacLife policy.
Line 57 - Urban Storage Fund, LP was purchased 07/03/2013 $100,000 & Additional purchase on 04/04/2014 $100,000
Line 58 - Village of Canterbury, LP was purchased 04/12/2012 - $150,000
Line 59 - Honey Farms Management LLC was purchased on 11/04/2016 $100,000
Line 80 - Gardens of Germantown was purchased 06/18/2019 $200,000
Lines 18, 45, 48, 50, 62, 70, 74, 76, 79 Income coded as distributions are Capital Gains

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29256. Public record. Not legal advice.