# Avern Levin Cohn > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29672 ## Record - **Judge:** Avern Levin Cohn - **Year:** 2018 - **Pages:** 31 ## Text INTEL CORP COMMON STOCK — Dividend PROCTER & GAMBLE (FORMERLY GILLETTE)COMMON STOCK — Dividend ROYAL DUTCH PETROLEUM COMMON STOCK — Dividend SCHLUMBERGER, LTD. COMMON STOCK — Dividend KIMBERLY CLARKCOMMON STOCK — Dividend WALT DISNEY CO. COMMON STOCK — Dividend QUALCOMM INC COMMON STOCK — Dividend BOEING CO COMMON STOCK — Dividend ARCHER DANIELS MIDLAND COMMON STOCK — Dividend RAYTHEON NEW COMMON STOCK — Dividend JOHNSON & JOHNSON COPMMON STOCK — Dividend PEPSICO COMMON STOCK — Dividend LOCKHEED MARTIN COMMON STOCK — Dividend ISHARES TR RUSSELL 2000 VALUE INDEX FUND — Dividend ISHARES TR S&P MIDCAP 400/BARRA VAL FUND — Dividend ISHARES S&P MIDCAP 400/BARRA GR IDX FUND — Dividend — Donated BAXTER INTL COMMON STOCK — Dividend EMCOR GROUP INC. COMMON STOCK — Dividend PRAXAIR INC COMMON STOCK — Dividend — Merged (with line 20) LINDE PLC COMMON STOCK-AS RESULT OF MERGER OF PRAXAIR — None THE HOWARD HUGHES CORP COMMON STOCK — None — Donated (part) ISHARES RUSSELL 2000 GROWTH INDX FUND — Dividend CHUBB LTD COMMON STOCK — Dividend IBM COMMON STOCK — Dividend CHEMICAL FINANCIAL CORP COMMON STOCK — Dividend — Buy (add'l) GRAHAM HOLDINGS CO COMMON STOCK — Dividend CABLE ONE INC COMMON STOCK — Dividend CHEVRON CORP COMMON STOCK — None — Sold PIONEER NAT RES CO COMMON STOCK — Dividend CELGENE CORP COMMON STOCK — None — Sold ISHARES MSCI EX-JAPAN INDEX FD — None — Donated DODGE & COX INTL FUND — Dividend ISHARES TR RUSSELL 1000 VALUE INDEX FD — Dividend TROWE PRICE NEW ASIA FD — Dividend PRIMECAP ODYSSEY STK FUND — Dividend JOHN HANCOCK LARGE CAP EQUITY FUND — None — Sold SPDR S&P 500 TRUST — Dividend — Donated PIMCO INCOME FD — Dividend — Sold (part) INVESCO CORE PLUS BOND FUND — Dividend — Sold (part) INVESCO CORE PLUS BOND FUND — Sold EATON VANCE MUN OPP FUND — Dividend — Sold (part) HARTFORD MUN OPP FUND — Dividend — Sold (part) HARTFORD MUN OPP FUND — Buy (add'l) DEUTSCHE CROCI INTL FUND — Dividend — Sold (part) BARON EMERGING MKTS FUND — None — Sold GUGGENHEIM TOTAL RETURN BOND FUND — Dividend VIRTUS KAR MCAP CORE FUND — Dividend TROWE PRICE INTL DISCOVERY FUND — Dividend — Sold (part) TROWE PRICE INTL DISCOVERY FUND — Buy (add'l) JOHN HANCOCK INTL GROWTH FD — Dividend — Buy (add'l) JOHN HANCOCK INTL GROWTH FD — Sold (part) JOHN HANCOCK INTL GROWTH FD — Buy (add'l) AMERICAN CENTURY EMERG MKTS FD — None — Buy AMERICAN CENTURY EMERG MKTS FD — Sold (part) AMERICAN CENTURY EMERG MKTS FD — Buy (add'l) AIM COUNSELOR SER TR — Dividend — Buy JOHN HANCOCK ETF TR MULTIFACTOR MIDCAP FD — Dividend — Buy JOHN HANCOCK ETF TR MULTIFACTOR MIDCAP FD — Sold HARTFORD MULTIFACTOR ETF MID CAP — Dividend — Buy HARTFORD MULTIFACTOR ETF MID CAP — Sold TOUCHSTONE STRAT TR FD — None — Buy TOUCHSTONE STRAT TR FD — Sold GOLDMAN SACHS GQG PARTNERS INTL OPPTYS FD — None — Buy PRINCIPAL FDS MIDCAP FD — None — Buy ALPHABET INC COMMON STOCK — None — Buy APPLE INC COMMON STOCK — Dividend — Buy FACEBOOK INC COMMON STOCK — None — Buy MICRON TECHNOLOGY COMMON STOCK — None — Buy MONEY MARKET OBLIG TR — Dividend — Buy MONEY MARKET OBLIG TR — Sold (part) GARTNER INC COMMON STOCK — None — Buy GARTNER INC COMMON STOCK — Sold OCH-ZFF OZD II PRIVATE INVESTORS HEDGE FUND — Dividend XSPRADA CORP SER B CONV PFD — None ALGEBRAIX DATA CORP — None BELLEVILLE NORTH VENTURE- BELLEVILLE, MI — Interest HUNTINGTON GARDEN APTS.OAK PARK, MI — Rent HUNTINGTON GARDEN APTS. — Distribution LANCASTER HILLS APTS. CO.- SOUTHFIELD, MI — Rent LANCASTER HILLS APTS. CO. — Distribution FRANKEL-NODLEHS- BLOOMFIELD HILLS, MI — None BLOOMFIELD VILLAGE SQUARE- BLMFLD HILLS, MI — Distribution BLOOMFIELD VILLAGE SQUARE- BLOOMFIELD HILLS, MI — Rent BLOOMFIELD VILLAGE SQUARE- BLOOMFIELD HILLS, MI — Interest BLOOMFIELD VILLAGE SQUARE- BLOOMFIELD HILLS, MI — Dividend FERRIS PARK TOWERS-LANSING, MI — Rent FERRIS PARK TOWERS — Interest FERRIS PARK TOWERS — Dividend FERRIS PARK TOWERS — Distribution BELLEVILLE NORTH MARSH- BELLEVILLE, MI VENTURE- BELLEVILLE, MI — Rent DIXIE PROPERTIES — Interest DIXIE PROPERTIES-WATERFORD, MI — Rent DIXIE PROPERTIES — Distribution BLOOMFIELD PLAZA, LLC- BLOOMFIELD HILLS, MI — Rent BLOOMFIELD PLAZA, LLC — Interest BLOOMFIELD PLAZA, LLC — Distribution BPR OPERATING PARTNERSHIP- MULTI STATE — Rent BPR OPERATING PARTNERSHIP — Interest BPR OPERATING PARTNERSHIP — Dividend BPR OPERATING PARTNERSHIP — Distribution EATON NURSERY SALES- BIRMINGHAM, MI — Rent EATON NURSERY SALES — Distribution WOODFORD APT. HOTEL CO.- BLOOMFIELD HILLS, MI — Rent WOODFORD APT. HOTEL CO. — Distribution NORTH HILL CENTER, LLC- ROCHESTER, MI — Rent NORTH HILL CENTER, LLC. — Interest NORTH HILL CENTER, LLC — Distribution BLOOMFIELD PLAZA II LLC- BLOOMFIELD HILLS, MI — Interest BLOOMFIELD PLAZA II LLC- BLOOMFIELD HILLS, MI — Rent BLOOMFIELD PLAZA II LLC — Distribution DALLAS GROUP INVESTORS, LLC- TEXAS — Distribution DALLAS GROUP INVESTORS, LLC — Rent MD ST & LOC FACS LN PUBLIC IMPS BOND — Interest CENTRAL BUCKS PA SCHOOL BOND — Interest NY CITY TRANSITIONAL FIN AUTH REV FUTURE TAX BOND — Interest FARGO, NORTH DAKOTA BOND — Interest — Matured MO STATE BOARD OF PUBLIC SCHOOLS BOND — Interest JOHNSON CNTY KANSAS INTERNAL IMPT UNLIMITED TAX BOND — Interest CT STATE REVOLVING FD GEN REV BOND — Interest SNOHMISH CNTY WA SCH DIST BOND — Interest MEMPHIS TN REF-GEN UNLIMITED TAX BOND — Interest RICHLAND WA WATERWORKS UTIL REV REF BOND — Interest UNIV OF AL GEN REV BOND — Interest NY STATE DORM AUTH ST PERS INC TAX REV REF-SER A BOND — Interest MARSHALL MI SCHOOLS BOND DIST RFDG G/O BOND — Interest FRANKFORT ELBERTA MI AREA SCHLS RFDG G/O UNLTD BOND — Interest CONDOMINIUM-CHARLEVOIX,MI. — None HOLDINGS:(H) — None CATERPILLAR COMMON STOCK — Dividend — Buy (add'l) CATERPILLAR COMMON STOCK — Sold (part) CATERPILLAR COMMON STOCK — Buy (add'l) CATERPILLAR COMMON STOCK — Sold (part) APPLE COMMON STOCK — Dividend — Buy (add'l) APPLE COMMON STOCK — Buy (add'l) APPLE COMMON STOCK — Sold (part) APPLE COMMON STOCK — Buy (add'l) APPLE COMMON STOCK — Sold (part) APPLE COMMON STOCK — Sold (part) APPLE COMMON STOCK — Sold (part) APPLE COMMON STOCK — Sold (part) APPLE COMMON STOCK — Sold (part) COSTCO WHOLESALE COMMON STOCK — Dividend — Buy (add'l) COSTCO WHOLESALE COMMON STOCK — Sold (part) COSTCO WHOLESALE COMMON STOCK — Sold (part) COSTCO WHOLESALE COMMON STOCK — Sold (part) SSGA US GOV M/M FUND — Dividend WALT DISNEY COMMON STOCK — Dividend — Sold (part) AMERICAN WATER WORKS COMMON STOCK — Dividend — Sold (part) AMERICAN WATER WORKS COMMON STOCK — Sold VISA COMMON STOCK — Dividend — Sold (part) VISA COMMON STOCK — Sold (part) VISA COMMON STOCK — Sold (part) FORD MOTOR CO COMMON STOCK — Dividend — Buy (add'l) FORD MOTOR CO COMMON STOCK — Sold (part) FORD MOTOR CO COMMON STOCK — Sold (part) FORD MOTOR CO COMMON STOCK — Sold HOME DEPOT COMMON STOCK — Dividend — Sold (part) HOME DEPOT COMMON STOCK — Sold (part) HOME DEPOT COMMON STOCK — Sold (part) HOME DEPOT COMMON STOCK — Sold (part) ECOLAB INC COMMON STOCK — Dividend — Sold (part) ECOLAB INC COMMON STOCK — Sold (part) ECOLAB INC COMMON STOCK — Sold LOCKHEED MARTIN COMMON STOCK — Dividend — Sold AMAZON COMMON STOCK — None — Buy (add'l) AMAZON COMMON STOCK — Sold (part) AMAZON COMMON STOCK — Buy (add'l) AMAZON COMMON STOCK — Sold (part) AMAZON COMMON STOCK — Sold (part) AMAZON COMMON STOCK — Buy (add'l) AMAZON COMMON STOCK — Sold (part) AMAZON COMMON STOCK — Sold (part) AMAZON COMMON STOCK — Sold (part) NETFLIX INC COMMON STOCK — None — Sold (part) NETFLIX INC COMMON STOCK — Sold (part) NETFLIX INC COMMON STOCK — Sold (part) NETFLIX INC COMMON STOCK — Sold (part) NETFLIX INC COMMON STOCK — Sold (part) US BANCORP COMMON STOCK — Dividend — Sold (part) US BANCORP COMMON STOCK — Sold (part) US BANCORP COMMON STOCK — Sold (part) RAYTHEON CO COMMON STOCK — Dividend — Sold (part) RAYTHEON CO COMMON STOCK — Sold (part) RAYTHEON CO COMMON STOCK — Sold (part) RAYTHEON CO COMMON STOCK — Buy (add'l) RAYTHEON CO COMMON STOCK — Sold (part) RAYTHEON CO COMMON STOCK — Sold (part) ALPHABET INC. COMMON STOCK — None — Buy (add'l) ALPHABET INC. COMMON STOCK — Sold (part) ALPHABET INC. COMMON STOCK — Sold (part) ALPHABET INC. COMMON STOCK — Sold (part) ALPHABET INC. COMMON STOCK — Buy (add'l) ALPHABET INC. COMMON STOCK — Buy (add'l) ALPHABET INC. COMMON STOCK — Buy (add'l) ALPHABET INC. COMMON STOCK — Buy (add'l) ALPHABET INC. COMMON STOCK — Sold (part) ALPHABET INC. COMMON STOCK — Sold (part) ALPHABET INC. COMMON STOCK — Sold (part) FACEBOOK INC COMMON STOCK — None — Sold (part) FACEBOOK INC COMMON STOCK — Sold (part) FACEBOOK INC COMMON STOCK — Sold (part) FACEBOOK INC COMMON STOCK — Sold (part) FACEBOOK INC COMMON STOCK — Sold (part) FACEBOOK INC COMMON STOCK — Sold (part) FACEBOOK INC COMMON STOCK — Sold SHERWIN WILLIAMS INC. COMMON STOCK — Dividend — Sold (part) SHERWIN WILLIAMS INC. COMMON STOCK — Sold (part) SHERWIN WILLIAMS INC. COMMON STOCK — Sold (part) NEXTERA ENERGY — None — Sold COMCAST CORP — Dividend — Buy (add'l) COMCAST CORP — Sold PIONEER NAT RESOURCES COMMON STOCK — Dividend — Sold (part) PIONEER NAT RESOURCES COMMON STOCK — Sold (part) PIONEER NAT RESOURCES COMMON STOCK — Sold (part) PIONEER NAT RESOURCES COMMON STOCK — Sold (part) WEYERHAUSER REIT — Dividend — Sold (part) WEYERHAUSER REIT — Sold MEDTRONIC PLC COMMON STOCK — Dividend — Buy (add'l) MEDTRONIC PLC COMMON STOCK — Buy (add'l) MEDTRONIC PLC COMMON STOCK — Sold (part) MEDTRONIC PLC COMMON STOCK — Sold (part) MEDTRONIC PLC COMMON STOCK — Sold (part) STRYKER CORP COMMON STOCK — Dividend — Sold (part) STRYKER CORP COMMON STOCK — Sold (part) STRYKER CORP COMMON STOCK — Sold (part) STRYKER CORP COMMON STOCK — Sold (part) HONEYWELL INTL COMMON STOCK — Dividend — Sold (part) HONEYWELL INTL COMMON STOCK — Sold (part) HONEYWELL INTL COMMON STOCK — Sold (part) HONEYWELL INTL COMMON STOCK — Sold (part) WASTE MANGEMENT COMMON STOCK — Dividend — Buy (add'l) WASTE MANGEMENT COMMON STOCK — Sold (part) WASTE MANGEMENT COMMON STOCK — Sold (part) WASTE MANGEMENT COMMON STOCK — Sold (part) WASTE MANGEMENT COMMON STOCK — Sold (part) WASTE MANGEMENT COMMON STOCK — Sold (part) MCDONALDS CORP COMMON STOCK — Dividend — Buy (add'l) MCDONALDS CORP COMMON STOCK — Sold (part) MCDONALDS CORP COMMON STOCK — Sold (part) CONSTELLATION BRANDS CL A COMMON STOCK — Dividend — Buy (add'l) CONSTELLATION BRANDS CL A COMMON STOCK — Sold (part) CONSTELLATION BRANDS CL A COMMON STOCK — Sold (part) CONSTELLATION BRANDS CL A COMMON STOCK — Sold (part) CONSTELLATION BRANDS CL A COMMON STOCK — Sold DEVON ENERGY CORP COMMON STOCK — Dividend — Buy (add'l) DEVON ENERGY CORP COMMON STOCK — Buy (add'l) DEVON ENERGY CORP COMMON STOCK — Sold (part) DEVON ENERGY CORP COMMON STOCK — Sold (part) DEVON ENERGY CORP COMMON STOCK — Sold (part) DEVON ENERGY CORP COMMON STOCK — Sold (part) DEVON ENERGY CORP COMMON STOCK — Sold (part) DEVON ENERGY CORP COMMON STOCK — Sold PHILLIPS 66 COMMON STOCK — Dividend — Buy (add'l) PHILLIPS 66 COMMON STOCK — Sold (part) PHILLIPS 66 COMMON STOCK — Sold (part) PHILLIPS 66 COMMON STOCK — Sold (part) PHILLIPS 66 COMMON STOCK — Sold (part) CHUBB LTD COMMON STOCK — Dividend — Sold (part) CHUBB LTD COMMON STOCK — Sold SUNTRUST BANK INC COMMON STOCK — Dividend — Buy (add'l) SUNTRUST BANK INC COMMON STOCK — Sold (part) SUNTRUST BANK INC COMMON STOCK — Sold (part) SUNTRUST BANK INC COMMON STOCK — Buy (add'l) SUNTRUST BANK INC COMMON STOCK — Sold (part) SUNTRUST BANK INC COMMON STOCK — Sold (part) SUNTRUST BANK INC COMMON STOCK — Sold (part) PROLOGIS INC REIT — Dividend — Buy (add'l) PROLOGIS INC REIT — Sold GENERAL DYNAMICS CORP COMMON STOCK — Dividend — Sold (part) GENERAL DYNAMICS CORP COMMON STOCK — Sold STANLEY BLACK & DECKER COMMON STOCK — None — Sold UNION PACIFIC CORP COMMON STOCK — Dividend — Sold MICROSOFT CORP COMMON STOCK — Dividend — Buy (add'l) MICROSOFT CORP COMMON STOCK — Sold (part) MICROSOFT CORP COMMON STOCK — Sold (part) MICROSOFT CORP COMMON STOCK — Sold (part) MICROSOFT CORP COMMON STOCK — Sold (part) MICROSOFT CORP COMMON STOCK — Sold (part) MICROSOFT CORP COMMON STOCK — Sold (part) MICROSOFT CORP COMMON STOCK — Sold (part) NVIDIA CORP COMMON STOCK — None — Buy (add'l) NVIDIA CORP COMMON STOCK — Sold SALESFORCE.COM INC COMMON STOCK — None — Sold (part) SALESFORCE.COM INC COMMON STOCK — Sold (part) SALESFORCE.COM INC COMMON STOCK — Sold (part) SALESFORCE.COM INC COMMON STOCK — Sold (part) INTERNATIONAL PAPER CO COMMON STOCK — Dividend — Buy (add'l) INTERNATIONAL PAPER CO COMMON STOCK — Sold NUCOR CORP COMMON STOCK — Dividend — Buy (add'l) NUCOR CORP COMMON STOCK — Sold (part) NUCOR CORP COMMON STOCK — Sold (part) NUCOR CORP COMMON STOCK — Sold (part) NUCOR CORP COMMON STOCK — Sold ACTIVATION BLIZZARD COMMON STOCK — None — Buy ACTIVATION BLIZZARD COMMON STOCK — Buy (add'l) ACTIVATION BLIZZARD COMMON STOCK — Buy (add'l) ACTIVATION BLIZZARD COMMON STOCK — Sold (part) ACTIVATION BLIZZARD COMMON STOCK — Sold (part) ACTIVATION BLIZZARD COMMON STOCK — Sold ASTRA ZENECA COMMON STOCK — Dividend — Buy ASTRA ZENECA COMMON STOCK — Sold ALIBABA COMMON STOCK — None — Buy ALIBABA COMMON STOCK — Sold BECKTON DICKINSON & CO COMMON STOCK — Dividend — Buy BECKTON DICKINSON & CO COMMON STOCK — Buy (add'l) BECKTON DICKINSON & CO COMMON STOCK — Sold (part) BECKTON DICKINSON & CO COMMON STOCK — Sold (part) HESS CORP COMMON STOCK — Dividend — Buy HESS CORP COMMON STOCK — Buy (add'l) HESS CORP COMMON STOCK — Buy (add'l) HESS CORP COMMON STOCK — Sold NORTHRUP GRUMMAN COMMON STOCK — Dividend — Buy NORTHRUP GRUMMAN COMMON STOCK — Buy (add'l) NORTHRUP GRUMMAN COMMON STOCK — Sold (part) NORTHRUP GRUMMAN COMMON STOCK — Sold PALO ALTO NETWORKS COMMON STOCK — None — Buy DEERE & CO COMMON STOCK — None — Buy CONOCO PHILIPS COMMON STOCK — None — Buy ABBOTT LABS COMMON STOCK — None — Buy CONTINENTAL RESOURCES COMMON STOCK — None — Buy ELI LILLY COMMON STOCK — None — Buy CHENIERE ENERGY INC COMMON STOCK — None — Buy VAIL RESORTS COMMON STOCK — None — Buy VAIL RESORTS COMMON STOCK — Buy (add'l) VAIL RESORTS COMMON STOCK — Sold OSHKOSH CORP COMMON STOCK — None — Buy OSHKOSH CORP COMMON STOCK — Sold TRANSOCEAN LTD COMMON STOCK — None — Buy TRANSOCEAN LTD COMMON STOCK — Sold PROSHARES ULTRA SHORT S&P 500 ETF — None — Buy PROSHARES ULTRA SHORT S&P 500 ETF — Sold PROSHARES ULTRA SHORT S&P 500 ETF — Buy PROSHARES ULTRA SHORT S&P 500 ETF — Sold SPDR 5OO ETF — None — Buy SPDR 5OO ETF — Sold SPOTIFY TECHNOLOGY SA COMMON STOCK — None — Buy SPOTIFY TECHNOLOGY SA COMMON STOCK — Buy (add'l) SPOTIFY TECHNOLOGY SA COMMON STOCK — Buy (add'l) SPOTIFY TECHNOLOGY SA COMMON STOCK — Sold TENCENT HOLDINGS LD COMMON STOCK — Dividend — Buy TENCENT HOLDINGS LD COMMON STOCK — Buy (add'l) TENCENT HOLDINGS LD COMMON STOCK — Buy (add'l) TENCENT HOLDINGS LD COMMON STOCK — Sold TELEDOC HEALTH INC COMMON STOCK — None — Buy TELEDOC HEALTH INC COMMON STOCK — Buy (add'l) TELEDOC HEALTH INC COMMON STOCK — Buy (add'l) TELEDOC HEALTH INC COMMON STOCK — Sold (part) TELEDOC HEALTH INC COMMON STOCK — Sold (part) TELEDOC HEALTH INC COMMON STOCK — Buy (add'l) TELEDOC HEALTH INC COMMON STOCK — Sold (part) TELEDOC HEALTH INC COMMON STOCK — Sold UNITED HEALTH GROUP INC COMMON STOCK — Dividend — Buy UNITED HEALTH GROUP INC COMMON STOCK — Buy (add'l) UNITED HEALTH GROUP INC COMMON STOCK — Sold (part) UNITED HEALTH GROUP INC COMMON STOCK — Sold XYLEM INC COMMON STOCK — Dividend — Buy XYLEM INC COMMON STOCK — Buy (add'l) XYLEM INC COMMON STOCK — Sold (part) XYLEM INC COMMON STOCK — Sold (part) XYLEM INC COMMON STOCK — Sold HEICO CORP COMMON STOCK — None — Buy HEICO CORP COMMON STOCK — Sold LIVE NATION COMMON STOCK — None — Buy LIVE NATION COMMON STOCK — Buy (add'l) LIVE NATION COMMON STOCK — Buy (add'l) LIVE NATION COMMON STOCK — Buy (add'l) LIVE NATION COMMON STOCK — Buy (add'l) LIVE NATION COMMON STOCK — Sold JOHNSON &JOHNSON BOND — Interest COCA COLA CO BOND — Interest — Sold MICROSOFT CORP BOND — Interest — Sold AT&T INC BOND — Interest — Sold MCDONALDS CORP BOND — Interest — Sold (part) MCDONALDS CORP BOND — Matured TEXAS INSTRUMENTS INC BOND — Interest BERKSHIRE HATHAWAY INC BOND — Interest — Sold BORG WARNER INC BOND — Interest — Sold BERKSHIRE HATHAWAY BOND — Interest BORG WARNER INC BOND — Interest — Buy BORG WARNER INC BOND — Sold FORD MOTOR CREDIT CO LLC BOND — Interest — Buy FORD MOTOR CREDIT CO LLC BOND — Sold FORD MOTOR CREDIT CO LLC BOND — Interest — Buy FORD MOTOR CREDIT CO LLC BOND — Sold MERCK SHARP & DOHME CORP BOND — Interest — Buy MERCK SHARP & DOHME CORP BOND — Sold CHEVRON CORP BOND — Interest — Buy EXXON MOBIL CORP BOND — Interest — Buy COCO COLA CO BOND — Interest — Buy KROGER CO BOND — Interest — Buy BERKSHIRE HATHAWAY BOND — Interest — Buy CHEVRON CORP BOND — Interest — Buy MEDTRONIC INC BOND — Interest — Buy APPLE INC BOND — Interest — Buy COCA COLA CO BOND — Interest — Buy MERCK & CO INC BOND — Interest — Buy WALT DISNEY CO BOND — Interest — Buy CISCO SYSTEMS BOND — Interest — Buy PROCTER & GAMBLE CO BOND — Interest — Buy BERKSHIRE HATHAWAY BOND — Interest — Buy US TREASURY NOTES — None — Sold US TREASURY NOTES — Interest — Buy US TREASURY NOTES — Interest — Buy US TREASURY NOTES — Interest — Buy MERCURY PLAZA SHOPPING CENTER- MI — None CG&A CENTRAL MALL-LAWTON, OK — Rent — Closed CG&a CENTRAL MALL-LAWTON, OK — Interest — Closed LPC INVESTMENTS, LLC — Interest LPC INVESTMENTS, LLC — Dividend LPC ENTERPRISES — None 260 E BROWN ST ASSOC- BIRMINGHAM, MI — Rent 260 E BROWN ST ASSOC — Distribution 260 E BROWN ST ASSOC — Interest JACKSON OVERLAND-MS — Rent JACKSON OVERLAND-MS — Interest BAMAR GROUP-NY — Rent BAMAR GROUP — Interest CHELSMFORD-MA — Rent CHELSMFORD — Distribution DALLAS GRP INVESTORS, LLC-TX — Distribution DALLAS GRP INVESTORS-TX — Rent GL PODS ASSOC LLC-MI — Rent GL PODS ASSOC LLC-MI — Distribution GL PODS ASSOC LLC-MI — Interest THE PICKLE RECIPE LLC-MI — Interest ROCO MI INVESTORS LLC-MI — Rent ROCO MI INVESTORS LLC-MI — Interest ROCO MI INVESTORS LLC-MI — Distribution ROCO KNOXVILLE POINTE LLC- DUNLAP, IL — Rent ROCO KNOXVILLE POINTE LLC- DUNLAP, IL — Distribution ROCO QUAIL CREEK LLC-AMELIA, OH — Rent ROCO QUAIL CREEK LLC-AMELIA, OH — Interest ROCO QUAIL CREEK LLC-AMELIA, OH — Distribution ROCO GALLOWAY VILLAGE INVESTORS LLC-COLUMBUS OH — Rent — Buy ROCO GALLOWAY VILLAGE INVESTORS LLC-COLUMBUS OH — Interest ROCO GALLOWAY VILLAGE INVESTORS LLC-COLUMBUS OH — Distribution PART VII: LINES 19 AND 20: ON OCTOBER 31, 2018 PRAXAIR MERGED WITH LINDE PLC. A U.S. SHAREHOLDER OF PRAXAIR COMMON STOCK RECOGNIZED GAIN IN THE AMOUNT EQUAL TO THE AMOUNT BY WHICH THE SUM OF THE FAIR MARKET VALUE OF THE LINDE PLC COMMON STOCK RECEIVED EXCEEEDS SUCH HOLDERS TAX BASIS IN THE HOLDER'S PRAXAIR COMMON STOCK. IN THE CASE A U.S. SHAREHOLDER HAD A GAIN WITH RESEPECT TO ALL OF SUCH U.S. HOLDER'S PRAXAIR SHARES EXCHANGED IN THE MERGER, THE AGGREGATE TAX BASIS OF THE LINDE PLC COMMON STOCK RECEIVED IN THE MERGER WILL BE THE SAME AS THE FAIRMARKET VALUE OF SUCH LINDE PLC SHARES AS OF OCTOBER 31, 2018. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29672. Public record. Not legal advice.