# Tracey N. Wise

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30452

## Record

- **Judge:** Tracey N. Wise
- **Year:** 2019
- **Pages:** 11

## Text

Central Bank & Trust Co. (Checking) — Interest
Central Bank & Trust Co. (Money Market) — Interest
UBS Financial Services (Money Market) (H)
Ishares Core S&P 500 ETF — Int./Div.
Ishares Russell 1000 ETF — Int./Div.
Ishares Russell 2000 ETF — Int./Div.
Ishares Core S&P MidCap ETF — Int./Div.
Ishares U.S Financial Services ETF — Int./Div.
Technology Select Sector SPDR ETF — Int./Div.
Vanguard Real Estate ETF fka Vanguard REIT ETF — Int./Div.
DOUBLELINE CORE FIXED INCOME FUND CLASS I — Sold
VANGUARD TOTAL WORLD STK ETF — Int./Div. — Sold (part)
ISHARES MSCI EAFE ETF — Int./Div.
VANGUARD TOTAL INTL BOND ETF — Int./Div. — Buy
THE FIDELITY MSCI INDUSTRIALS INDEX ETF — Sold
VANGUARD SHORT-TERM BOND ETF — Sold
GOLDMAN SACHS HIGH YIELD MUNICIPAL FUND — Sold
VANGUARD CORE BOND FUND CLASS ADMIRAL — Sold
VANGUARD INTERMEDIATE TERM TAX EXEMPT FUND ADMIRAL — Int./Div.
ISHARES GOLD TRUST ETF — Int./Div.
ISHARES FACTORSELECT MSCI EMERGING ETF — Int./Div.
ISHARES EDGE MSCI MULTIFACTOR INTL ETF — Int./Div.
VANGUARD SHRT-TERM INFL-PROT SEC IDX FD — Sold
VANGUARD HEALTH CARE ETF — Buy
VANGUARD HEALTH CARE ETF — Sold
UTILITIES SECTOR SPDR FUND ETF — Int./Div. — Buy
VANGUARD FINANCIALS ETF — Int./Div. — Buy
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO FUND CLASS F2 — Int./Div. — Buy
MAINSTAY MACKAY HIGH YIELD MUNCIPAL BOND FUND CLASS I — Int./Div. — Buy
THE TAX-EXEMPT BOND FUND OF AMERICA FUND CLASS F2 — Int./Div. — Buy
THE TAX-EXEMPT BOND FUND OF AMERICA FUND CLASS F2 — Buy (add'l)
VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL — Int./Div. — Buy
UBS Financial Services (Traditional IRA fka SEP IRA) (H)
Ishares Core S&P 500 ETF (fka Ishares Trust S&P) — Int./Div.
Ishares Russell 2000 ETF (fka Ishares Trust Russell 2000 Index) — Int./Div.
Ishares Core S&P MidCap ETF (fka Ishares Trust Mi) — Int./Div.
Ishares MSCI EAFE Small Cap ETF (fka Ishares MSCI EAFE Small Cap) — Int./Div.
Vanguard Real Estate ETF fka Vanguard REIT ETF — Int./Div.
Vanguard FTSE Emerging Markets ETF (fka Vanguard MSCI Emerging) — Int./Div.
Ishares Russell 1000 ETF (fka Ishares Trust Russell 1000 Index) — Int./Div.
Ishares U.S Financial Services ETF (fka Ishares Trust Dow Jones) — Int./Div.
Technology Select Sector SPDR ETF — Int./Div.
VANGUARD TOTAL WORLD STK ETF — Int./Div. — Sold (part)
ISHARES CORE MSCI EAFE ETF — Int./Div.
ISHARES CORE U.S. AGGREGATE BOND ETF — Sold
VANGUARD TOTAL INTL BON FD ETF CL — Int./Div.
VANGUARD TOTAL BOND MKT ETF — Sold
VANGUARD SHORT-TERM BOND ETF — Sold (part)
VANGUARD SHORT-TERM BOND ETF — Sold
ISHARES NASDAQ BIOTECHNOLOGY ETF — Int./Div.
FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF — Int./Div.
THE FIDELITY MSCI INDUSTRIALS INDEX ETF — Sold
VANGUARD FTSE ALL WORLD EX- US ETF — Int./Div.
VANGUARD FTSE DEVELOPED MKT ETF — Int./Div.
ISHARES 1-3 YR TREAS BOND ETF — Int./Div. — Sold (part)
VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL — Int./Div.
VANGUARD HEALTH CARE ETF — Buy
VANGUARD HEALTH CARE ETF — Sold
UTILITIES SECTOR SPDR FUND ETF — Int./Div. — Buy
VANGUARD FINANCIALS ETF — Int./Div. — Buy
DODGE & COX INCOME FUND — Int./Div. — Buy
DODGE & COX INCOME FUND — Buy (add'l)
DOUBLELINE LOW DURATION BOND FUND I — Int./Div. — Buy
VANGUARD SHORT-TEM TREASURY FUND ADMIRAL — Int./Div. — Buy
VANGUARD TOTAL BOND MARKET IDX-ADM — Int./Div. — Buy
VANGUARD TOTAL BOND MARKET IDX-ADM — Buy (add'l)
VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL — Int./Div. — Buy
Merrill Lynch - Angelucci Acoustics Inc SEP (H)
American Growth Fund of America Cl A — Int./Div.
American AMCAP Fund Cl A — Int./Div.
Blackrock Global Allocation FD Inc A — Int./Div.
Blackrock ADV U.S. TTL Market FD, Inc. Cl A fka Blackrock Global — Int./Div.
Rental Property, Shelbyville, Shelby County, KY — Rent
Rental Property, Lexington, Fayette County, KY — Rent — Sold
Poppin Angels LLC — None — Distributed
Jackson National Life Insurance Company (Fixed Annuity) — Interest — Distributed (part)
JPMorgan Chase Bank, N.A. (Savings) — Interest
Poppin, Inc. — None — Distributed
UBS 529 Plan #1 (H)
College America 529 The Investment Company of America - ICA C — Int./Div.
UBS 529 Plan #2 (H)
CollegeAmerica 529 Funds College 2033 A — Int./Div.
UBS 529 Plan #3 (H)
CollegeAmerica 529 2036 A — Int./Div. — Buy
Lincoln Life (Fixed Annuity) — Int./Div. — Buy
Liability — Trustmark National Bank — Mortgage Loan - Rental Property
Liability — Central Bank & Trust Co — Mortgage Loan - Rental Property
Spouse's income — 2019 — Angelucci Acoustical, Inc. - Construction
VII: Jackson Life Annuity withdrew $250,000 and put in new annuity at Lincoln Life.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30452. Public record. Not legal advice.