# Richard T. Morrison

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32022

## Record

- **Judge:** Richard T. Morrison
- **Year:** 2019
- **Pages:** 9

## Text

Ivy Core Equity A (X) — Sold
Ishares MSCI Australia Indx Fund--IRA — Dividend — Sold
Ishares MSCI Singapore Index Fund--IRA — Dividend — Sold
Ishares Ireland Investable Market Index Fund--IRA — Dividend — Sold
Ishares MSCI Poland Investable Market Index Fund--IRA — Dividend — Sold
Ishares Hong Kong Index Fund--IRA — Dividend — Sold
Ishares New Zealand Index Fund--IRA — Dividend — Sold
LearningQuest Portfolio (529), #03 (H)
Total Growth Index Portfolio — Dividend
Total Bond Market Index Portfolio — Interest
LearningQuest Portfolio (529), #02 (H)
Total Growth Index Portfolio — Dividend
Total Bond Market Index Portfolio — Interest
PNC money market account #23 — Interest
PNC checking account #22 — Interest
Vanguard 500 Index Admiral #57 (SEP IRA) — Dividend — Buy
Apple Inc. common — Dividend
Vanguard 500 Index Admiral Shares (IRA) 2 — Dividend
Int. in Southgate Land Dev. of Vero Beach, FL LLC — None
Vanguard Federal Money Market Acct. 2 — Interest
Interest in Four Star Garfield LLC (owns property in Vero Beach Fla.) — Rent
Vanguard 500 Index Fund Admiral shares 2 — Dividend
SNAP — None
Netflix — None
Vanguard money market fund #43 — Dividend
Vanguard Total Stock Market Index Fund Admiral Shares — Dividend
ECH (Chile Index Fund)--IRA — Dividend — Sold
Vanguard emerging markets fund--IRA — Dividend — Sold
Vanguard Developed Market Index Admiral IRA — Dividend — Buy
PNC checking account #669 — Interest
Spouse's income — 2019 — Self-employed lawyer and consultant
Lines 11 and 14 correspond to LearningQuest section 529 plans. The funds in these plans are invested in index portfolios. The index portfolios are composed
of stocks and bonds. Therefore, the index portfolios produce income in the form of dividends, interest, and capital gains. The statements I receive from
LearningQuest do not show amounts of dividends, interest, or capital gains. Nor do the statements show amounts distributed. Rather, the statements show the
value of the index portfolios over time. In the absence of information about income, I have calculated the income during the reporting period in column B(1) by
subtracting the value of each index portfolio at the beginning of the reporting period from the value of the portfolio at the end of the reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32022. Public record. Not legal advice.