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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 67

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • testamentary trust created by a deceased family member. See Parts VII (lines 58-67, listing the assets in the trust) and VIII.

As filed

Dominion Energy stock — Dividend

AT&T stock — Dividend

Marathon Oil Corporation stock — Dividend

Marathon Petroleum Corporation stock — Dividend

Prudential Financial Inc. stock — Dividend

American Electric Power stock — Dividend

Walt Disney Company stock — Dividend

Chevron Corporation stock — Dividend

NRG Energy Inc. stock — Dividend

Frontier Communication Inc. stock — Dividend

PPG Industries Inc. stock — Dividend

PPL Corporation stock — Dividend

Merck & Company stock — Dividend

U.S. Steel Corporation stock — Dividend

CenterPoint Energy Inc. stock — Dividend

Verizon Communications Inc. stock — Dividend

Comcast Corporation stock — Dividend

Exxon-Mobil Corporation stock — Dividend

Apple Inc. stock — Dividend

BNY Mellon Municipal Bond Fund; fka Dreyfus Municipal Bond Fund — Dividend

BNY Mellon Disciplined Stock Fund; fka Dreyfus Disciplined Stock Fund — Dividend

BNY Mellon Opportunistic Mid-Cap Value Fund; fka DreyfusOpp.M-C Value — Dividend

T. Rowe Price International Stock Fund — Dividend

T. Rowe Price Capital Appreciation Fund — Dividend

T. Rowe Price VA Tax-Free Bond Fund — Dividend

Vanguard Federal Money Market Fund — Dividend

Vanguard Long-Term Municipal Bond Fund — Dividend

Vanguard International Growth Fund — Dividend

Vanguard Index Fund - Small Cap Portfolio Fund — Dividend

Mairs & Power Growth Fund — Dividend

Columbia-Threadneedle Contrarian Core Fund — Dividend

Columbia-Threadneedle Tax-Exempt Fund — Dividend

DWS Muncipal Bond Fund — Dividend

Delaware Health Care Fund — Dividend

Fidelity Over-the-Counter Fund — Dividend

Capital One Bank — Interest

Bank of Scotland/Halifax PLC — Interest

U.S. Government obligations — Interest

Virginia Commonwealth Bank — Interest

PNC Bank — Interest

Vanguard Real Estate Index Fund — Dividend

Vanguard Dividend Growth Fund — Dividend

Vanguard Equity Income Fund — Dividend

Vanguard 500 Index Fund — Dividend

Vanguard Index Trust - European Stock Portfolio Fund — Dividend

Vanguard Growth & Income Fund — Dividend

Vanguard Balanced Index Fund — Dividend

Vanguard GNMA Fund — Dividend

Vanguard Long-Term Corporate Bond Fund — Dividend

Vanguard Health Care Fund — Dividend

Vanguard Energy Fund — Dividend

Vanguard Diversified Equity Fund — Dividend

Vanguard Balanced Index Fund — Dividend

Vanguard High Dividend Yield Index Fund — Dividend

Vanguard Mid-Cap Index Fund — Dividend

T. Rowe Price Cash Reserves Fund — Dividend

T. Rowe Price Government Money Fund — Dividend

Vanguard Health Care Fund (see Part VIII) — Dividend

Vanguard Long-Term Bond Index Fund (see Part VIII) — Dividend

Vanguard Long-Term Tax-Exempt Fund (see Part VIII) — Dividend

Vanguard Federal Money Market Fund (see Part VIII) — Dividend

AT&T stock (see Part VIII) — Dividend

Chevron Corporation stock (see Part VIII) — Dividend

Dominion Energy stock (see Part VIII) — Dividend

PPL stock (see Part VIII) — Dividend

Royal Dutch Shell PLC stock (see Part VIII) — Dividend — Sold

Verizon Communications Inc. stock (see Part VIII) — Dividend

Co-trustee (testamentary trust of family member (see Parts VII & VIII)), testamentary trust created by a deceased family member. See Parts VII (lines 58-67, listing the assets in the trust) and VIII.

Filer retired from Federal service as a Special Trial Judge at the United States Tax Court on August 31, 2019, and was no longer a judicial officer of (or otherwise

employed by) the Tax Court (or employed by the Federal Government) after that date. Filer thought that the reporting period for the financial disclosure report

for the year of retirement was the entire calendar year, but upon inquiry on March 6, 2020, to the Financial Disclosure Office of AOUSC, was advised that the

reporting period was only through the date of retirement.

Filer's chambers address is shown in Box 7 of Part I of this Report for the period covered by the reporting period. Filer may be reached thereafter by postal mail at

P.O. Box 1382, White Stone, VA 22578.

Part I. "Positions"

Filer is co-trustee of a testamentarty trust created by filer's deceased for the principal benefit of surviving . Other co-trusee

is filer's . Neither co-trustee is compensated, and neither trustee has any equitable interest whatsoever (whether remote, contingent, reversionary, or

otherwise) in either the trust corpus or the trust income. Trust assets are all either shares in mutual funds or stock in Fortune 500 companies, as per lines 58-67 of

Part VII of this Report and as noted below in the final line of this Part.

Part VII. "Investments and Trusts"

As of June 3, 2019, "Dreyfus" mutual funds (see lines 20-22 of Part VII of this Report) became "BNY Mellon" mutual funds per a tax-free corporate

reorganization. ("BNY" is Bank of New York.) Although December 13, 2019, is outside the reporting period of this Report, it should be noted that as of such

date, BNY Mellon Disciplined Stock Fund (see line 21 of Part VII of this Report) became "Nationwide Mellon Disciplined Value Fund" in a tax-free corporate

reorganization. Also in Line 21 of Part VII of this Report, "DreyfusOpp.M-C Value" is shorthand for "Dreyfus Opportunistic Mid-Cap Value Fund".

Savings accounts and some investments automatically reinvest earnings, adding same to principal. Some brokerage-related income is retained and reinvested.

Certain assets in individual retirement accounts (i.e., IRAs) may be sold in part on a pro rata basis to generate required minimum distributions (RMDs) as required

by IRS rules and regulations because of the filer's age. Government savings bonds (i.e.., EE bonds) are typically redeemed upon maturity.

Assets listed in lines 58-67 of Part VII of this Report are assets held by the trust that is referenced above and in Part I of this Report.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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