# Ann Marie Donio > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29324 ## Record - **Judge:** Ann Marie Donio - **Year:** 2019 - **Pages:** 13 ## Text Bank of America - Accounts — Interest Ocean First Bank (formerly Ocean City Home Bank) - Accounts — Interest S & D Donio Family Lmt. Partnership — None Trust #1 Wells Fargo & Company (formerly Wachovia Corporation) — Dividend Real estate partnership interest Rental Parcel-HammontonNJ — None Bank of America - Account — None Invesco Oppenheimer IRA Invesco Oppenheimer Equity Income Fund, Inc. Class A — Dividend Invseco Oppenheimer Rising Dividends Fund, Inc. Class A — Dividend Invesco Oppenheimer Capital Appreciation Fund Class A — Dividend 401K Savings Plan #2 JPM SMRTRET 2020 I — Int./Div. Prudential Whole Life — Dividend Common Stock - DIS — Dividend Wells Fargo- Account — Interest Brokerage Account #1 (H) American Century EquityIncome Fund X — Dividend — Sold American Century EquityIncome Fund X — Buy American Century EquityIncome Fund X — Buy (add'l) American Century EquityIncome Fund X — Buy (add'l) American Funds Capital World Grinc Fund X — Dividend — Sold American Funds Capital World Grinc Fund X — Buy American Funds Capital World Grinc Fund X — Buy (add'l) American Funds Growth Fund X — None — Sold American Funds Hilnc Muni Fund X — Dividend — Sold American Funds Income Fund X — Dividend — Sold American Funds Income Fund X — Buy American Funds Income Fund X — Buy (add'l) American Funds Income Fund X — Buy (add'l) American Funds Income Fund X — Buy (add'l) American Funds New World Fund X — Dividend — Sold American Funds New World Fund X — Buy American Funds New World Fund X — Buy (add'l) American Funds New World Fund X — Buy (add'l) American Funds New World Fund X — Buy (add'l) Artisan High Income Fund X — Dividend — Sold Calamos Market Neutral Fund — Dividend — Buy Calamos Market Neutral Fund — Buy (add'l) Calamos Market Neutral Fund — Buy (add'l) Calamos Market Neutral Fund — Buy (add'l) Schwab Cash X — Interest Catalyst Milburn Hedge Fund — Dividend — Buy Catalyst Milburn Hedge Fund — Buy (add'l) Catalyst Milburn Hedge Fund — Buy (add'l) Cohen & Steers Realty Fund X — Dividend — Sold Cohen & Steers Realty Fund X — Buy Cohen & Steers Realty Fund X — Buy (add'l) Cohen & Steers Realty Fund X — Buy (add'l) Cohen & Steers Realty Fund X — Buy (add'l) Cohen & Steers Realty Fund X — Buy (add'l) Cohen & Steers Realty Fund X — Buy (add'l) Diamond Hill Short Dur Bond Fund X — None — Sold Dodge Cox Balanced X — None — Sold DoublelineTotal Return Fund X — Dividend — Sold DoublelineTotal Return Fund X — Buy Fuller & Thaler Small Cap Fund — Dividend — Buy Fuller & Thaler Small Cap Fund — Buy (add'l) Fuller & Thaler Small Cap Fund — Buy (add'l) Guggenheim Total Return Fund — Dividend — Buy Guggenheim Total Return Fund — Buy (add'l) Guggenheim Total Return Fund — Buy (add'l) Guggenheim Total Return Fund — Buy (add'l) Invesco ETF Intl Low Vol — Dividend — Buy Invesco ETF Intl Low Vol — Buy (add'l) Invesco ETF Intl Low Vol — Buy (add'l) Invesco ETF Intl Low Vol — Buy (add'l) Invesco Preferred ETF — Dividend — Buy Invesco Preferred ETF — Buy (add'l) Invesco Preferred ETF — Buy (add'l) Invesco Preferred ETF — Buy (add'l) Invesco Preferred ETF — Buy (add'l) JP Morgan Hedged Equity Fund — Dividend — Buy JP Morgan Hedged Equity Fund — Buy (add'l) JP Morgan Hedged Equity Fund — Buy (add'l) JP Morgan Hedged Equity Fund — Buy (add'l) JP Morgan Hedged Equity Fund — Buy (add'l) MFS Emerging Mkts Debt Fund X — Dividend — Sold Parnassus Mid Cap Fund — Dividend — Buy Parnassus Mid Cap Fund — Buy (add'l) Parnassus Mid Cap Fund — Buy (add'l) Performance Trust Muni Bond Fund X — None — Sold Pioneer Strategic Income Fund X — Dividend — Sold Schwab S&P 500 Index Fund — Dividend — Buy Schwab S&P 500 Index Fund — Buy (add'l) Schwab S&P 500 Index Fund — Buy (add'l) Schwab S&P 500 Index Fund — Buy (add'l) Schwab S&P 500 Index Fund — Buy (add'l) Schwab US Broad Market ETF — Dividend — Buy Schwab US Broad Market ETF — Buy (add'l) Schwab US Broad Market ETF — Buy (add'l) Schwab US Dividend ETF X — Dividend — Sold Schwab US Dividend ETF X — Buy Schwab US Dividend ETF X — Buy (add'l) Schwab US Dividend ETF X — Buy (add'l) Schwab US Mid Cap ETF X — None — Sold Schwab US Small Cap ETF X — None — Sold Schwab Value Advantage Money Fund — Dividend — Buy Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) SPDR Dow Jones Global Real Est ETF X — Dividend — Sold SPDR Dow Jones Global Real Est ETF X — Buy Templeton Global Bond Fund X — None — Sold Thornburg Invt Income Builder Fund X — Dividend — Sold Thornburg Limited Term Income Fund X — Dividend — Sold Thornburg Strategic Income Fund — Dividend — Buy Thornburg Strategic Income Fund — Buy (add'l) Thornburg Strategic Income Fund — Buy (add'l) Thornburg Strategic Income Fund — Buy (add'l) Trustee, Unified Credit Trust Under Will - "Trust No. 1" Parttime Lecturer, Rutgers University School of Law Liability — Princeton University — Tuition, Fees & Board Income — 2019 — Rutgers University (teaching) — $3,452.00 Spouse's income — 2019 — Abarta Inc. Pension Plan` Part VII Asset No. 3 reflects units owned in Family Limited Partnership. The family limited partnership owns a one-third interest in a New Jersey general partnership. The general partnership owns real estate in Hammonton, NJ. I am not a general partner and I have terminated any management role prior to taking office. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29324. Public record. Not legal advice.