# Tracey N. Wise

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32343

## Record

- **Judge:** Tracey N. Wise
- **Year:** 2020
- **Pages:** 11

## Text

Central Bank & Trust Co (Checking) — Interest
Central Bank & Trust Co (Money Market) — Interest
JPMorgan Chase Bank, N.A. (Savings) — Interest
JPMorgan Chase Bank, N.A. (Checking) — None
UBS Financial Services (Money Market) (H)
IShares Core S&P 500 ETF — Int./Div. — Sold (part)
Ishares Russell 1000 ETF — Int./Div. — Sold (part)
Ishares Russell 2000 ETF — Int./Div. — Sold (part)
Ishares Core S&P MidCap ETF — Int./Div. — Sold (part)
Ishares US Financial Services ETF — Int./Div. — Sold (part)
Technology Select Sector SPDR ETF — Int./Div.
Vanguard Real Estate ETF (fka Vanguard REIT ETF) — Int./Div. — Sold
Vanguard Real Estate ETF (fka Vanguard REIT ETF) — Sold (part)
Vanguard Total World STK ETF — Int./Div.
Ishares MSCI EAFE ETF — Int./Div. — Sold (part)
Vanguard Total Intl Bond ETF — Int./Div. — Sold
Vanguard Total Intl Bond ETF — Sold (part)
Vanguard Intermediate Term Tax Exempt Fund Admiral — Int./Div.
Ishares Gold Trust ETF — None — Buy (add'l)
Ishares MSCI Emerging Markets Multifactor ETF (fka IShares Factorsel — Int./Div.
Ishares MSCI Int'l Multifactor ETF (fka Ishares Edge MSCI Multifactor — Int./Div.
Utilities Sector SPDR Fund ETF — Int./Div.
Vanguard Financials ETF — Int./Div. — Sold
American Funds Tax-exempt Preservation Portfolio Fund Class F2 — Int./Div. — Buy (add'l)
Mainstay Mackay High Yield Municipal Bond Fund Class I — Int./Div. — Sold
The Tax-Exempt Bond Fund of America Fund Class F2 — Int./Div.
Vanguard Inflation Protected Securities Fund Admiral — Int./Div.
First Trust ISE Cloud Computing Index Fund ETF — Int./Div. — Buy
IShares Robotics & Artificial Intelligence Multisector ETF — Int./Div. — Buy
Vanguard Total Bond Market IDX-ADM — Int./Div. — Buy
Ishares US Healthcare ETF — Int./Div. — Buy
Ishares US Healthcare ETF — Buy (add'l)
UBS Bank USA Dep Acct — None
UBS FINANCIAL SERVICES (Traditional IRA) (fka SEP IRA) (H)
Ishares Core S&P 500 ETF (fka Ishares Trust S&P) — Int./Div. — Buy (add'l)
Ishares Russell 2000 ETF (fka Ishares Trust Russell 2000 Index) — Int./Div.
Ishares Core S&P MidCap ETF (fka Ishares Trust Mi) — Int./Div.
Ishares MSCI EAFE Small Cap ETF (fka Ishares MSCI EAFE Small Cap) — Int./Div.
Vangard Real Estate ETF (fka Vanguard REIT ETF) — Int./Div. — Sold
Vangard Real Estate ETF (fka Vanguard REIT ETF) — Sold (part)
Vanguard FTSE Emerging Markets ETF (fka Vanguard MSCI Emerging) — Int./Div.
Ishares Russell 1000 ETF (fka Ishares Trust Russell 1000 Index) — Int./Div.
Ishares US Financial Services ETF (fka Ishares Trust Dow Jones) — Int./Div. — Sold (part)
Technology Select Sector SPDR ETF — Int./Div.
Vanguard Total World STK ETF — Int./Div.
Ishares Core MSCI EAFE ETF — Int./Div.
Vanguard Total Intl Bond Fd ETF CL — Int./Div. — Sold (part)
Vanguard Total Intl Bond Fd ETF CL — Sold
Ishares NASDAQ Biotechnology ETF — Int./Div.
First TR North American Energy Infrastructure FD ETF — Sold
Vanguard FTSE All World Ex-US ETF — Int./Div.
Vanguard FTSE Developed Mkt ETF — Int./Div.
Ishares 1-3 YR Treas Bond ETF — Int./Div. — Sold
Vanguard Inflation Protected Securities Fund Admiral — Int./Div.
Utilities Sector SPDR Fund ETF — Int./Div.
Vanguard Financials ETF — Int./Div. — Sold
Dodge & Cox Income Fund — Int./Div. — Sold
Dodge & Cox Income Fund — Sold (part)
Doubleline Low Duration Bond Fund I — Int./Div. — Sold
Vanguard Short-Term Treasury Fund Admiral — Int./Div. — Buy (add'l)
Vanguard Total Bond Market IDX-ADM — Int./Div.
Vanguard Short-Term Investment Grade Fund Admiral — Int./Div. — Buy (add'l)
First Trust ISE Cloud Computing Index Fund ETF — Int./Div. — Buy
Ishares US Healthcare ETF — Int./Div. — Buy
Ishares US Healthcare ETF — Buy (add'l)
Ishares Robotics & Artificial Intelligence Multisector ETF — Int./Div. — Buy
Fidelity US Bond Index — Int./Div. — Buy
Fidelity US Bond Index — Buy (add'l)
Fidelity US Bond Index — Buy (add'l)
Vanguard Core Bond Fund Class Admiral — Int./Div. — Buy
Vanguard Core Bond Fund Class Admiral — Buy (add'l)
UBS Bank USA Dep Account — Interest
MERRILL LYNCH - ANGELUCCI ACOUSTICS INC SEP (H)
American Growth Fund of America Cl A — Int./Div.
American AMCAP Fund Cl A — Int./Div.
Blackrock Global Allocation FD Inc A — Int./Div.
Blackrock ADV US TTL Market FD, Inc. Cl A (fka Blackrock Global) — Int./Div.
TDAMERITRADE JOINT TENANTS WROS (H)
FDIC Insured Deposit Account IDA12 — Int./Div.
RENTAL PROPERTY, SHELBYVILLE, SHELBY COUNTY, KY — Rent
JACKSON NATIONAL LIFE INSURANCE COMPANY (Fixed Annuity) — None
POPPIN INC. — None — Sold
UBS 529 PLAN #1 (H)
College America 529 The Investment Company of America - ICA C — Int./Div.
UBS 529 PLAN #2 (H)
CollegeAmerica 529 Funds College 2033 A — Int./Div.
UBS 529 PLAN #3 (H)
College America 529 2036 A — Int./Div.
LINCOLN LIFE (Fixed Annuity) — None
Liability — Trustmark National Bank — Mortgage Loan - Rental Property
Spouse's income — 2020 — Angelucci Acoustical, Inc. - Construction
Part VII. Investments and Trusts, Line 4 - This bank account was included in the 2019 report on line 77. It has been moved to line 4 simply for clarity of reporting.
Part VII. Investments and Trusts, Line 83 - This investment was reported as sold in 2019 but a final payment was received in 2020.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32343. Public record. Not legal advice.