# Burton Perlman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3075

## Record

- **Judge:** Burton Perlman
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 7

## Text

Akama — Int/Div
BP Amoco — Int/Div
CmFed Credit Union — Int/Div
Cohen & Steers — Int/Div
EuroPacific Growth Fund American Fund — Int/Div
Fidelity Ohio Tax Free Portfolio (Mutual Fund) — Int/Div
Fidelity Ohio Tax Free Portfolio (Mutual Fund) — Int/Div — Sold (part)
Mutual Beacon (Mutual Fund) — Int/Div — Sold
Mutual European — Int/Div
Nasdaq 100 — Int/Div — Sold (part)
Hamilton County, OH Sewer Dist. (2013) — Interest — Redeemed
Lucas County, OH (2021) — Interest
Plum Creek Timber — Int/Div
Royce Micro Cap Fund (Mutual Fund) — Int/Div
Royce Opportunity (Mutual Fund) — Int/Div — Sold (part)
Rovce Premier (Mutual Fund) — Int/Div
T. Rowe Price New America Growth — Int/Div
UBS Fmancial Services — Int/Div
Vanguard GNMA — Int/Div
Vanguard Ohio Tax Free (Mutoal Fund) — Int/Div
Vanguard OH L/T — Int/Div
Vanguard Total Stark Market Index — Int/Div — Sold (part)
Additions to Part VII Investments & Trusts:

In preparing the present financial report, | reviewed the report for last year, 2008, and discovered an omission which I would like to correct. Item 18 in the report

for 2008 stated "Butler County, OH SWR (200%)*. This item was for an Ohio municipal bond. The bond was redeemed December 1. 2008. Its value was "K".

The valuation method was “I~,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3075. Public record. Not legal advice.