# Jon David Levy

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32227

## Record

- **Judge:** Jon David Levy
- **Year:** 2019
- **Pages:** 31

## Text

Investment Account #1:
Strategic ADV Tax Sensitive Short Duration — Dividend — Buy (add'l)
Strategic ADV Tax Sensitive Short Duration — Buy (add'l)
Strategic ADV Tax Sensitive Short Duration — Buy (add'l)
Fidelity SAI Tax Free Bond — Dividend — Sold (part)
Fidelity SAI Tax Free Bond — Buy (add'l)
Fidelity SAI Tax Free Bond — Buy (add'l)
Black Rack Nat. Municipal Fund — Dividend — Buy (add'l)
Black Rack Nat. Municipal Fund — Buy (add'l)
Black Rack Nat. Municipal Fund — Buy (add'l)
Western Asset Managed Muni — Dividend — Buy (add'l)
Western Asset Managed Muni — Buy (add'l)
Western Asset Managed Muni — Sold (part)
Western Asset Managed Muni — Sold (part)
Western Asset Managed Muni — Buy (add'l)
Western Asset Managed Muni — Buy (add'l)
Rowe Price Tax Free High Yield — Dividend — Buy (add'l)
Templeton Global Bond — Dividend — Buy (add'l)
Templeton Global Bond — Sold (part)
Wells Fargo Muni Bond Fund — Dividend — Sold (part)
Fidelity Govt Cash Reserves — Interest
Fidelity Value Discvery — Dividend — Sold (part)
Fidelity Blue Chip Growth — Dividend
LSV Small Cap Value Fund Inst. — Dividend — Sold (part)
American Capital Income Builder — Dividend — Sold (part)
American Capital World Growth & Incone — Dividend
Dodge & Cox Int. Stock — Dividend — Buy (add'l)
Dodge & Cox Int. Stock — Sold (part)
Dodge & Cox Int. Stock — Sold (part)
Dodge & Cox Int. Stock — Buy (add'l)
American Europaci Fic Growth Fund F3 — Dividend — Sold (part)
American Europaci Fic Growth Fund F3 — Sold (part)
The Growth Fund of America F3 — Dividend — Sold (part)
JP Morgan US Lg Cap Core Plus Class 1 — Dividend — Buy (add'l)
JP Morgan US Lg Cap Core Plus Class 1 — Sold (part)
Loomis Sales Growth C 1 4 — Dividend
American New World Fund — Dividend — Sold (part)
American New World Fund — Sold (part)
American New World Fund — Sold (part)
T-Rowe Price New Era — Dividend — Buy (add'l)
Victory Munder Vrcty Small Cap Value R6 — Dividend
Ishares Core S&P 500 ETF — Dividend — Sold (part)
Ishares Russell Midcap Grwoth — Dividend
Ishares S&P Mid Cap 400 Growth — Dividend — Sold (part)
Ishares S&P Mid Cap 400 Growth — Sold (part)
Ishares Russell 1000 Growth ETF — Dividend — Sold (part)
Ishares S&P Midcap 400 Value ETF — Dividend
Ishares TR S&P Small Cap 600 ETF Value — Dividend — Sold (part)
Ishares TR S&P Small Cap 600 ETF Value — Sold (part)
Ishares TR S&P Small Cap 600 ETF Value — Buy (add'l)
Ishares TR S&P Small Cap 600 ETF Value — Sold (part)
Ishares Edge MSCI USA Quality — Dividend
Ishares Edge MSCI USA Value Factor ETF — Dividend — Sold (part)
Ishares Edge MSCI USA Value Factor ETF — Sold (part)
Ishares Edge MSCI USA Value Factor ETF — Sold (part)
SPDR Index SHS FDP S&P Global Nat. Res. — Dividend — Sold (part)
Transamerica Int. Equity Cl. 1 — Dividend — Buy (add'l)
Transamerica Int. Equity Cl. 1 — Buy (add'l)
Fidelity Govt Cash Reserve — Interest — Buy (add'l)
Fidelity Govt Cash Reserve — Buy (add'l)
Fidelity Govt Cash Reserve — Buy (add'l)
Fidelity Govt Cash Reserve — Sold (part)
Fidelity Govt Cash Reserve — Sold (part)
IRA #1:
Fidelity Int'l Enhanced Index — Dividend — Sold (part)
Fidelity Int'l Enhanced Index — Buy (add'l)
Fidelity Int'l Enhanced Index — Sold (part)
Fidelity SAI Inflation Focused — Dividend — Buy (add'l)
Fidelity SAI Inflation Focused — Sold (part)
Fidelity SAI Inflation Focused — Sold (part)
Fidelity SAI Inflation Focused — Buy (add'l)
Fidelity SAI VS Value Index — Dividend — Sold (part)
Fidelity SAI VS Value Index — Sold (part)
Fidelity SAI VS Value Index — Buy (add'l)
Fidelity SAI VS Value Index — Buy (add'l)
Fidelity SAI VS Value Index — Sold (part)
Fidelity SAI US Momentum Index — Dividend — Buy (add'l)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Large Cap Index — Dividend — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI Int Index — Dividend — Sold (part)
Fidelity SAI Int Index — Sold (part)
Fidelity SAI Int Index — Sold (part)
Fidelity SAI Int Index — Sold (part)
Fidelity SAI Int Index — Buy (add'l)
Fidelity SAI Int Index — Sold (part)
Fidelity SAI Int Index — Sold (part)
Fidelity SAI Emerge Markets Index — Dividend — Buy (add'l)
Fidelity SAI Emerge Markets Index — Sold (part)
Fidelity SAI Emerge Markets Index — Buy (add'l)
Fidelity SAI Emerge Markets Index — Buy (add'l)
Fidelity SAI Emerge Markets Index — Buy (add'l)
Fidelity SAI Emerge Markets Index — Sold (part)
Fidelity SAI US Quality Index — Dividend — Sold (part)
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI Small Mid Cap 500 Index — Dividend — Sold (part)
Fidelity SAI Small Mid Cap 500 Index — Sold (part)
Fidelity SAI Small Mid Cap 500 Index — Sold (part)
Fidelity SAI Small Mid Cap 500 Index — Sold (part)
Fidelity SAI Small Mid Cap 500 Index — Sold (part)
Fidelity SAI Small Mid Cap 500 Index — Buy (add'l)
Fidelity SAI Small Mid Cap 500 Index — Sold (part)
Fidelity Strategic Income Fund — Dividend — Buy (add'l)
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity Strategic Income Fund — Sold (part)
Fidelity U.S. Bond Index Fund — Dividend — Buy (add'l)
Fidelity U.S. Bond Index Fund — Buy (add'l)
Fidelity U.S. Bond Index Fund — Buy (add'l)
Fidelity U.S. Bond Index Fund — Sold (part)
Fidelity U.S. Bond Index Fund — Buy (add'l)
Fidelity U.S. Bond Index Fund — Buy (add'l)
Fidelity U.S. Bond Index Fund — Buy (add'l)
Fidelity Conserv. Income Bond Fund — Dividend — Buy (add'l)
Fidelity Conserv. Income Bond Fund — Sold (part)
Fidelity Conserv. Income Bond Fund — Buy (add'l)
Fidelity Conserv. Income Bond Fund — Sold (part)
Fidelity Conserv. Income Bond Fund — Buy (add'l)
Fidelity Conserv. Income Bond Fund — Buy (add'l)
Strategic Adv. Income Oppt. — Dividend — Buy (add'l)
Strategic Adv. Income Oppt. — Buy (add'l)
Strategic Adv. Income Oppt. — Sold (part)
Strategic Adv. Income Oppt. — Buy (add'l)
Fidelity Inflat-Prot Bd Index — Dividend — Buy (add'l)
Fidelity Inflat-Prot Bd Index — Buy (add'l)
Fidelity Inflat-Prot Bd Index — Buy (add'l)
Fidelity Inflat-Prot Bd Index — Sold (part)
IShares Core S&P Small-Cap — Dividend — Buy (add'l)
IShares Core S&P Small-Cap — Sold (part)
IShares Core S&P Small-Cap — Sold (part)
IShares Core S&P Small-Cap — Sold (part)
IShares Core S&P Small-Cap — Sold (part)
IShares Core S&P Small-Cap — Sold (part)
IShares Core S&P Small-Cap — Sold (part)
IShares Core S&P Small-Cap — Buy (add'l)
Ishares TR Ease Sml Cap — Dividend — Sold (part)
Ishares TR Ease Sml Cap — Sold (part)
Ishares Tr Ease Growth — Dividend — Sold (part)
Ishars Inc Core MSCI Emerging Mkts — Dividend — Sold (part)
Ishars Inc Core MSCI Emerging Mkts — Buy (add'l)
Ishars Inc Core MSCI Emerging Mkts — Sold (part)
Ishars Inc Core MSCI Emerging Mkts — Buy (add'l)
Ishars Inc Core MSCI Emerging Mkts — Buy (add'l)
Ishars Inc Core MSCI Emerging Mkts — Buy (add'l)
Ishars Inc Core MSCI Emerging Mkts — Sold (part)
Select Sector SPDR TR Energy — Dividend — Buy (add'l)
Select Sector SPDR TR Energy — Sold (part)
FDIC Insured Deposit At Union Bank — Dividend
US Treasury NTS Note — Dividend
Fidelity Advisor Corporate Bond — Dividend — Buy (add'l)
Fidelity Advisor Govt Income — Dividend — Buy (add'l)
IRA #2:
Fidelity Int'l Enhanced Index Fund — Dividend — Sold (part)
Fidelity Int'l Enhanced Index Fund — Buy (add'l)
Fidelity Int'l Enhanced Index Fund — Sold (part)
Fidelity SAI Inflation Focused Fund — Dividend — Sold (part)
Fidelity SAI Inflation Focused Fund — Buy (add'l)
Fidelity SAI Inflation Focused Fund — Buy (add'l)
Fidelity SAI Inflation Focused Fund — Sold (part)
Fidelity SAI US Value Index Fund — Dividend — Sold (part)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Momentum Index — Dividend — Sold (part)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Momentum Index — Sold (part)
Fidelity SAI US Large Cap Index — Dividend — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity SAI US Large Cap Index — Sold (part)
Fidelity SAI US Large Cap Index — Buy (add'l)
Fidelity Emerg Market Index — Dividend — Buy (add'l)
Fidelity Emerg Market Index — Buy (add'l)
Fidelity Emerg Market Index — Buy (add'l)
Fidelity Emerg Market Index — Sold (part)
Fidelity Emerg Market Index — Buy (add'l)
Fidelity Sat Int. Index — Dividend — Sold (part)
Fidelity Sat Int. Index — Sold (part)
Fidelity Sat Int. Index — Sold (part)
Fidelity Sat Int. Index — Buy (add'l)
Fidelity Sat Int. Index — Sold (part)
Fidelity Sat Int. Index — Sold (part)
Fidelity SAI U.S. Quality Index Fund — Dividend — Sold (part)
Fidelity SAI U.S. Quality Index Fund — Buy (add'l)
Fidelity SAI U.S. Quality Index Fund — Buy (add'l)
Fidelity SAI U.S. Quality Index Fund — Buy (add'l)
Fidelity SAI U.S. Quality Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Dividend — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Buy (add'l)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity Strategic Income Fund — Dividend — Buy (add'l)
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity Strategic Income Fund — Buy (add'l)
Fidelity Strategic Income Fund — Sold (part)
Fidelity US Bond Index Fund — Dividend — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Dividend — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Advisor Govt Income Fund — Dividend — Buy (add'l)
Strategic Advisory Inc Oppt — Dividend — Sold (part)
Strategic Advisory Inc Oppt — Sold (part)
Strategic Advisory Inc Oppt — Sold (part)
Strategic Advisory Inc Oppt — Sold (part)
Fidelity Inflat Prot Bond Index — Dividend — Buy (add'l)
Fidelity Inflat Prot Bond Index — Buy (add'l)
Fidelity Inflat Prot Bond Index — Sold (part)
Fidelity Advisor Corp. Bond — Dividend — Buy (add'l)
Fidelity Govt Cash Reserve — Interest
Ishare Core S&P Small Cap — Dividend — Buy (add'l)
Ishare Core S&P Small Cap — Sold (part)
Ishare Core S&P Small Cap — Sold (part)
Ishare Core S&P Small Cap — Sold (part)
Ishare Core S&P Small Cap — Sold (part)
Ishare Core S&P Small Cap — Sold (part)
Ishare Core S&P Small Cap — Sold (part)
Ishares TR EAFE SML CP — Dividend
Ishares TR EAFE Growth — Dividend — Sold (part)
Ishares Inc Core MSCI Emerging Markets — Dividend — Sold (part)
Ishares Inc Core MSCI Emerging Markets — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Sold (part)
Select Spector Spdr TR Energy — Dividend — Buy (add'l)
Select Spector Spdr TR Energy — Sold (part)
Fidelity Govt Cash Reserve — Interest
IRA #3:
Fidelity Int Enhanced Index Fund — Dividend — Sold (part)
Fidelity Int Enhanced Index Fund — Sold (part)
Fidelity Int Enhanced Index Fund — Buy (add'l)
Fidelity Int Enhanced Index Fund — Sold (part)
Fidelity SAI Inflation Focused Fund — Dividend — Buy (add'l)
Fidelity SAI Inflation Focused Fund — Sold (part)
Fidelity SAI Inflation Focused Fund — Sold (part)
Fidelity SAI Inflation Focused Fund — Sold (part)
Fidelity SAI US Value Index Fund — Dividend — Sold (part)
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Buy (add'l)
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Value Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Dividend — Buy (add'l)
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Momentum Index Fund — Sold (part)
Fidelity SAI US Large Cap Index Fund — Dividend — Sold (part)
Fidelity SAI US Large Cap Index Fund — Sold (part)
Fidelity SAI US Large Cap Index Fund — Sold (part)
Fidelity SAI US Large Cap Index Fund — Buy (add'l)
Fidelity SAI US Large Cap Index Fund — Buy (add'l)
Fidelity SAI US Large Cap Index Fund — Sold (part)
Fidelity SAI US Large Cap Index Fund — Buy (add'l)
Fidelity SAI US Large Cap Index Fund — Sold (part)
Fidelity SAI US Large Cap Index Fund — Sold (part)
Fidelity SAI Int. Index Fund — Dividend — Sold (part)
Fidelity SAI Int. Index Fund — Sold (part)
Fidelity SAI Int. Index Fund — Sold (part)
Fidelity SAI Int. Index Fund — Sold (part)
Fidelity SAI Int. Index Fund — Buy (add'l)
Fidelity SAI Int. Index Fund — Sold (part)
Fidelity SAI Int. Index Fund — Sold (part)
Fidelity SAI Emerging Index FA — Distribution — Sold (part)
Fidelity SAI Emerging Index FA — Buy (add'l)
Fidelity SAI Emerging Index FA — Sold (part)
Fidelity SAI Emerging Index FA — Buy (add'l)
Fidelity SAI Emerging Index FA — Buy (add'l)
Fidelity SAI Emerging Index FA — Sold (part)
Fidelity SAI Emerging Index FA — Sold (part)
Fidelity SAI US Quality Index — Dividend — Sold (part)
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI US Quality Index — Buy (add'l)
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI US Quality Index — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Dividend — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Buy
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)
Fidelity Strategic Index Fund — Dividend — Buy (add'l)
Fidelity Strategic Index Fund — Buy (add'l)
Fidelity Strategic Index Fund — Buy (add'l)
Fidelity Strategic Index Fund — Sold (part)
Fidelity Strategic Index Fund — Sold (part)
Fidelity US Bond Index Fund — Dividend — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity US Bond Index Fund — Sold (part)
Fidelity US Bond Index Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Dividend — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Fidelity Conservative Income Bond Fund — Sold (part)
Fidelity Conservative Income Bond Fund — Buy (add'l)
Strategic Advisors Income Oppt — Dividend — Buy (add'l)
Strategic Advisors Income Oppt — Buy (add'l)
Strategic Advisors Income Oppt — Buy (add'l)
Strategic Advisors Income Oppt — Sold (part)
Strategic Advisors Income Oppt — Sold (part)
Fed Govt Cash Reserves — Interest
Ishares Core S&P Small Cap — Dividend — Buy (add'l)
Ishares Core S&P Small Cap — Sold (part)
Ishares Core S&P Small Cap — Sold (part)
Ishares Core S&P Small Cap — Sold (part)
Ishares Core S&P Small Cap — Sold (part)
Ishares Core S&P Small Cap — Sold (part)
Ishares Core S&P Small Cap — Sold (part)
Ishares Core S&P Small Cap — Buy (add'l)
Ishares Core S&P Small Cap — Sold (part)
Ishares TR EAFE SML EP ETF — Dividend — Sold (part)
Ishares TR EAFE SML EP ETF — Sold (part)
IShares TR EAFE Growth ETF — Dividend — Sold (part)
IShares TR EAFE Growth ETF — Sold (part)
IShares TR EAFE Growth ETF — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Dividend — Sold (part)
Ishares Inc Core MSCI Emerging Markets — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Sold (part)
Ishares Inc Core MSCI Emerging Markets — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Buy (add'l)
Ishares Inc Core MSCI Emerging Markets — Sold (part)
Ishares Inc Core MSCI Emerging Markets — Sold (part)
Select Sector SPDR TR Energy — Dividend — Buy (add'l)
Select Sector SPDR TR Energy — Sold (part)
Fidelity Inflation Prot. Bd Index Fund — Dividend — Buy (add'l)
Fidelity Inflation Prot. Bd Index Fund — Buy (add'l)
Fidelity Inflation Prot. Bd Index Fund — Buy (add'l)
Fidelity Inflation Prot. Bd Index Fund — Sold (part)
Fidelity Inflation Prot. Bd Index Fund — Sold (part)
Fidelity Adv Corp Bond — Dividend — Buy (add'l)
Investment Account #2:
Fidelity Value Discovery — Dividend — Sold (part)
Fidelity Blue Chip Growth — Distribution
American Cap Income Builder — Dividend — Sold (part)
LSV Small Cap Value Fund Inst — None — Sold
American Cap World Growth & Income — Dividend
Dodge & Cox Int. Stock Fund — Dividend — Buy (add'l)
Dodge & Cox Int. Stock Fund — Sold (part)
Dodge & Cox Int. Stock Fund — Sold
Dodge & Cox Int. Stock Fund — Buy (add'l)
American Euro Pacific Growth Fund — Dividend — Sold (part)
American Euro Pacific Growth Fund — Sold (part)
Growth Fund of America — Dividend — Sold (part)
JP Morgan US Lg Cap Core Plus — Dividend — Sold (part)
Loomis Sayles Growth — Dividend
American New World Fund — Dividend — Sold (part)
American New World Fund — Sold (part)
American New World Fund — Sold (part)
T. Rowe Price New ERA — Dividend — Buy (add'l)
SPDR Index SHS FDS S&P Global Nas. Res. — Dividend — Sold (part)
Transamerica Int. Equity — Dividend — Buy (add'l)
Transamerica Int. Equity — Buy (add'l)
Templeton Global Bond — Dividend — Buy (add'l)
Templeton Global Bond — Sold (part)
Templeton Global Bond — Sold
Victory Munder Vrcty Small Cap Value — Dividend
Strategic Adv Tax Sensitive Short Dura — Dividend — Buy (add'l)
Strategic Adv Tax Sensitive Short Dura — Buy (add'l)
Strategic Adv Tax Sensitive Short Dura — Buy (add'l)
Fidelity SAI Tax Free Bond Fund — Dividend — Sold (part)
Fidelity SAI Tax Free Bond Fund — Buy (add'l)
Fidelity SAI Tax Free Bond Fund — Buy (add'l)
Blackrack National Mun Fund — Dividend — Buy (add'l)
Blackrack National Mun Fund — Buy (add'l)
Blackrack National Mun Fund — Sold (part)
Blackrack National Mun Fund — Buy (add'l)
Blackrack National Mun Fund — Buy (add'l)
Western Asset Managed Muni — Dividend — Buy (add'l)
Western Asset Managed Muni — Buy (add'l)
Western Asset Managed Muni — Sold (part)
Western Asset Managed Muni — Buy (add'l)
Western Asset Managed Muni — Buy (add'l)
T. Rowe Price Tax Free High Yield — Dividend — Buy (add'l)
Wells Fargo Municipal Bond Fund — Dividend — Sold (part)
Fidelity Govt Cash Reserves — Interest
IShares Core S&P 50 ETF — Dividend — Sold (part)
IShares Russell Midcap Grwoth — Dividend
IShares S&P Mid Cap 400 Growth — Dividend
IShares Russell 1000 Growth ETF — Dividend — Sold (part)
IShares S&P Midcap 400 Value ETF — Dividend — Sold (part)
IShares S&P Midcap 400 Value ETF — Sold (part)
IShares S&P Small Cap 600 Value — Dividend — Sold (part)
IShares S&P Small Cap 600 Value — Sold (part)
IShares S&P Small Cap 600 Value — Sold (part)
IShares S&P Small Cap 600 Value — Sold (part)
IShares Edge MSCI USA Quality — Dividend — Sold (part)
IShares Edge MSCI USA Quality — Sold (part)
IShares Edge MSCI USA Quality — Sold (part)
IShares Edge Misc USA Value Factor — Dividend
Bed Bath & Beyond — Dividend
IRA #4:
Fidelity Money Market — Interest
Other Accounts:
U.S. Court Series E Bonds — None
U.S. Court Series EE Bonds — None
Pruce Life Insurance Co. of N.S. Fixed Rate Annuity — Dividend
Bank of America Checking — None
Gorham Savings Bank Checking — Interest
TD Bank Checking — None
Wells Fargo Clearing Services — None
Board Member, XXX Street Condominium Association
Reimbursement — Jury Innovations Workshop — May 9 and 10 — New York — Attend Civil Jury Workshop — 764.00 - Transportation and Hotel
Income — 2019 — Matthew Bender & Co., book royalties — $488.72
Income — 2019 — Maine Public Employees Retirement — $60,843.20
Spouse's income — 2019 — , LLC, Self-employed Psychologist (self-employment income)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32227. Public record. Not legal advice.