# Susan Paradise Baxter > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32068 ## Record - **Judge:** Susan Paradise Baxter - **Year:** 2019 - **Pages:** 12 ## Text PNC Bank Checking/Money Market Accounts — Interest Navy Federal Credit Union Account — Interest PA Tuition Account 529 - Guaranteed Savings Plan — None , City of Erie, Erie County, PA — Rent , City of Erie, Erie County, PA — Rent U.S. Savings Bonds - Series EE Bonds — Interest — Sold (part) PNC WM ACCOUNTS: (H) Harding Loevner International Equity (HLMIX) — Dividend — Sold (part) IShares MSCI Emerging Markets ETF (EEM) — Dividend — Sold (part) IShares MSCI Emerging Markets ETF (EEM) — Sold (part) IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Buy (add'l) IShares Core S&P Mid-Cap ETF (IJH) — Sold (part) IShares Core S&P Mid-Cap ETF (IJH) — Sold (part) IShares Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l) IShares Core S&P Small-Cap ETF (IJR) — Buy (add'l) IShares Core S&P Small-Cap ETF (IJR) — Sold (part) MFS Value Fund (MEIIX) "Y" — None — Sold Metropolitan West Unconstrained Bond Fd (MWCIX) — Dividend — Sold T Rowe Price Growth Stock Fd (PRGFX) — Dividend — Buy (add'l) T Rowe Price Growth Stock Fd (PRGFX) — Sold (part) T Rowe Price Growth Stock Fd (PRGFX) — Sold (part) T Rowe Price Summit Muni Fd (PRINX) — Dividend — Sold (part) T Rowe Price Value Fd (TRVLX) "Y" — None — Sold T Rowe Price Floating Rate Fd (PFFRX) — Dividend — Sold (part) T Rowe Price Floating Rate Fd (PFFRX) — Sold (part) T Rowe Price Floating Rate Fd (PFFRX) — Sold Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Dividend — Buy (add'l) Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Buy (add'l) Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Buy (add'l) Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Sold (part) Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Sold (part) Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Sold (part) Fidelity Government Money Market Fd (FMPXX) new ticker (FIGXX) "X" — Dividend — Buy (add'l) PNC Govt. Money Market #405 — Dividend — Sold Baird Aggregate Bond Fd #72 (BAGIX) — Dividend — Buy (add'l) Baird Aggregate Bond Fd #72 (BAGIX) — Buy (add'l) Baird Aggregate Bond Fd #72 (BAGIX) — Sold (part) Dodge & Cox Income Fd #147 (DODIX) — Dividend — Buy (add'l) Dodge & Cox Income Fd #147 (DODIX) — Buy (add'l) Dodge & Cox Income Fd #147 (DODIX) — Sold (part) Vanguard Growth ETF (VUG) — Dividend — Sold (part) Vanguard Growth ETF (VUG) — Sold (part) Vanguard Growth ETF (VUG) — Sold (part) Vanguard International Value Fd #46 (VTRIX) — Dividend — Buy (add'l) IShares MSCI EAFE ETF (EFA) — Dividend — Buy (add'l) IShares MSCI EAFE ETF (EFA) — Sold (part) IShares MSCI EAFE ETF (EFA) — Sold (part) IShares MSCI EAFE Small Cap ETF (SCZ) — Dividend — Buy (add'l) IShares MSCI EAFE Small Cap ETF (SCZ) — Buy (add'l) WCM Focused Intl Growth -Fd (WCMIX) — Dividend — Buy (add'l) Edgewood Growth Fd (EGFIX) — Dividend — Buy (add'l) Cambiar Intl Equity Fd (CAMYX) — Dividend Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Dividend — Buy (add'l) Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part) Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part) Harbor Large Cap Value Fd (HAVLX) — Dividend — Buy (add'l) Harbor Large Cap Value Fd (HAVLX) — Buy (add'l) Harbor Large Cap Value Fd (HAVLX) — Sold (part) Delaware Value Fund Class I (DDVIX) — Dividend — Buy Delaware Value Fund Class I (DDVIX) — Buy (add'l) Delaware Value Fund Class I (DDVIX) — Merged (with line 62) Delaware Value Fund - R6 (DDZRX) — Dividend — Buy Delaware Value Fund - R6 (DDZRX) — Sold (part) Delaware Value Fund - R6 (DDZRX) — Sold Principal Mid Cap Fund - R6 (PMAQX) — Dividend — Buy Principal Mid Cap Fund - R6 (PMAQX) — Buy (add'l) PNC Bank NA Deposit Sweep Money Market — Interest — Buy Schwab US REIT ETF (SCHH) — Dividend — Buy Vanguard Value EFT (VTV) — Dividend — Buy Vanguard Value EFT (VTV) — Sold (part) Vanguard FTSE Emerging Markets (VWO) — Dividend — Buy Vanguard FTSE Emerging Markets (VWO) — Buy (add'l) Vanguard FTSE Emerging Markets (VWO) — Sold (part) Western Asset Core Plus Bond Fd (WACPX) — Dividend — Buy Wells Fargo Municipal Bond Fund (WMBIX) — Dividend — Buy Wells Fargo Municipal Bond Fund (WMBIX) — Sold (part) PNC RETIREMENT ACCOUNT (H) Artisan International Fd (APDIX) — None — Sold Baird Aggregate Bond Fd (BAGIX) — Dividend — Sold (part) Dodge & Cox International Fd (DODFX) — Dividend Fidelity Money Market Fd (FMPXX) now (FIGXX) — Dividend Harding Loevner Internationsl (HLMIX) — Dividend — Sold (part) IShares MSCI EAFE Small Cap (SCZ) — Dividend — Buy (add'l) IShares S&P Small Cap (IJS) — Dividend — Buy (add'l) Metropolitan West Unconstrained Bond (WMCIX) — Dividend — Buy (add'l) T Rowe Price Growth Stock (PRGFX) — Dividend — Sold (part) T Rowe Price Mid Cap Value (TRMCX) — None — Sold T Rowe Price New Horizons (PRNHX) — Dividend Vanguard FTSE Emerging (VWO) — Dividend — Buy (add'l) Vanguard Intermediate Term Bond (VFIDX) — Dividend — Sold (part) Virtus SEIX Floating Rate Income Fd (SAMBX) — Dividend Principal Mid Cap Fund (PCBIX) — None — Merged (with line 105) SPDR S&P 500 ETF (SPY) — Dividend — Sold (part) Vanguard International Value Fd (VTRIX) — Dividend Vanguard Growth ETF (VUG) — Dividend IShare MSCI EAFE ETF (EFA) — Dividend Dodge & Cox Income Fd #147 (DODIX) — Dividend — Sold (part) Delaware Value Fd (DDVIX) — Dividend — Merged (with line 102) Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Dividend — Sold (part) Harbor Large Cap Value Fd (HAVLX) — Dividend — Buy (add'l) Vanguard Inflation Protected Securities Fd #5119 (VAIPX) — Dividend — Sold Delaware Value Fund - R6 (DDZRX) — Dividend — Buy Delaware Value Fund - R6 (DDZRX) — Sold (part) Delaware Value Fund - R6 (DDZRX) — Sold Principal Mid Cap Value Fd - R6 (PMAQX) — Dividend — Buy Principal Mid Cap Value Fd - R6 (PMAQX) — Sold (part) Nuance Mid Cap Value - Z (NMVZX) — Dividend — Buy Schwab US REIT (SCHH) — Dividend — Buy Touchstone Mid Cap Grow - Inst (TEGIX) — Dividend — Buy Vanguard Value ETF (VTV) — Dividend — Buy Western Asset Core Plus Bond Fd (WACPX) — Dividend — Buy Croation Fraternal Union Whole Life Insurance Policy — Dividend Crown Life Insurance Guaranteed Universal "W" — Interest Crown Life Insurance Guaranteed Universal "H" — Interest Board Member, Dramashop, Erie, PA Board Member, Erie Arts and Culture, Erie, PA Liability — PNC Bank, N.A. — Portfolio Line of Credit Liability — Bank of America — Credit Card Liability — Chase — Credit Card Reimbursement — National Trial Advocacy College — 01/06/2019 to 01/10/2019 — Charlottesville, VA — instructor for program — Room & Meals Spouse's income — 2019 — - Salary & Bonus Line 17 - MEIIX value was overstated as "L" in prior report for 2018, It should have been "K" . Line 23 - TRVLX value was overstated as "L" in prior report for 2018. It should have been "K". Line 33 - FMPXX ticker was changed to FIGXX Lines 59, 62, 98 and 102 - DDVIX was a tax-free exchange into DDZRX for internal mutual fund expense purposes. Lines 92 and 105 - PCBIX was a tax-free exchange into PMAQX for internal mutual fund expense purposes --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32068. Public record. Not legal advice.