# David E. Jones > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/30035 ## Record - **Judge:** David E. Jones - **Year:** 2019 - **Pages:** 10 ## Text TD Ameritrade Revocable Trust Account (H) TD Ameritrade Cash Equivalent (FDIC Insured Account) — Interest DFA Tax Managed US Targeted Value Mutual Fund — Dividend DFA US Small Cap I Mutual Fund — Dividend DFA US Large Cap Value I Mutual Fund — Dividend DFA US Large Cap Equity Mutual Fund — Dividend — Sold (part) DFA US Large Cap Equity Mutual Fund — Sold (part) Powershares FTSE RAFI US 1000 ETF — Dividend — Sold (part) Oppenheimer Global Y Mutual Fund — None Tweedy Browne Worldwide High Dividend Yield Mutual Fund — Dividend — Sold (part) Tweedy Browne Worldwide High Dividend Yield Mutual Fund — Sold (part) DFA Emerging Markets Value Mutual Fund — Dividend Oppenheimer Developing Markets Y Mutual Fund — None American Funds Limited Term Tax Exempt Bond F-2 Mutual Fund — Dividend — Buy (add'l) American Funds High-Income Municipal Bond F-2 Mutual Fund — Dividend AMG GW&K Municipal Bond I Mutual Fund — Dividend — Sold (part) TD Ameritrade IRA (H) TD Ameritrade Cash Equivalent (FDIC Insured Account) — None DFA US Targeted Value Mutual Fund — Dividend DFA US Small Cap I Mutual Fund — Dividend DFA US Large Cap Value I Mutual Fund — Dividend — Sold (part) PIMCO RAE Fundamental Plus I Mutual Fund — Dividend DFA International Value I Mutual Fund — Dividend DFA International Small Cap Value Mutual Fund — Dividend DFA International Small Cap Mutual Fund — Dividend DFA Large Cap International I Mutual Fund — Dividend Oppenheimer Global Y Mutual Fund — None Tweedy Browne Global Value Mutual Fund — None American Funds New World F-2 Mutual Fund — None — Buy (add'l) DFA Emerging Markets Small Cap Mutual Fund — Dividend DFA Emerging Markets Mutual Fund — Dividend DFA Emerging Markets Value Mutual Fund — Dividend Oppenheimer Developing Markets Y Mutual Fund — None Fidelity Total Bond Z Mutual Fund — Dividend PIMCO Income Inst Mutual Fund — Dividend — Sold (part) FPA New Income Mutual Fund — Dividend — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA New Income Mutual Fund — Buy (add'l) FPA Flexible Fixed Income Mutual Fund — Dividend — Buy TD Ameritrade Spouse IRA (H) TD Ameritrade Cash Equivalent (FDIC Insured Account) — None DFA US Targeted Value Mutual Fund — Dividend DFA US Small Cap I Mutual Fund — Dividend PIMCO RAE Fundamental Plus I Mutual Fund — Dividend Oppenheimer Global Y Mutual Fund — None Tweedy Browne Global Value Mutual Fund — None PIMCO Income Inst Mututal Fund — Dividend FPA New Income Mutual Fund — Dividend — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA New Income Mutual Fund — Sold (part) FPA Flexible Fixed Income Mutual Fund — Dividend — Buy UW Credit Union Money Market Savings Account — Interest UW Credit Union Checking & Savings Accounts — Interest University of Wisconsin TIAA CREF 403(b) Retirement Plan CREF Stock — None CREF Growth — None CREF Equity Index — None CREF Global Equities — None CREF Bond Market — Dividend CREF Social Choice — None Wisconsin Deferred Compensation 457 (H) Retirement Plan American Fund EuroPacific Growth R6 Mutual Fund — Dividend DFA US Micro Cap I Mutual Fund — Dividend T. Rowe Price Instl Mid-Cap Equity Growth Mutual Fund — None Fidelity Contrafund Mutual Fund — None Vanguard Institutional Index Instl Plus Mutual Fund — None BlackRock US Debt Index W Mutual Fund — None Galliard Capital Management Stable Value Fund — None Federated US Government Securities 2-5 year Mutual Fund — Dividend Spouse's income — 2019 — UW Hospitals & Clinics Salary --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30035. Public record. Not legal advice.