# David Gustafson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32448

## Record

- **Judge:** David Gustafson
- **Year:** 2020
- **Pages:** 6

## Text

SunTrust Bank accounts — Interest
Wells Fargo Bank accounts — Interest
Schwab 529 Plan Moderately Aggressive Portfolio — Int./Div.
Schwab Target 2030 Fund (SWDRX) — Int./Div.
Virginia College 529 Savings Plans, Alleghany Portfolio — Int./Div.
Rental property, Greenville, SC — Rent
Duke Energy common stock — Dividend
Enbridge Energy common stock — Dividend
Part VII, line 4: Shares in SWDRX investment were held in spouse's Schwab SEP IRA, spouse's Schwab Rollover IRA, and spouse's separate Schwab brokerage
account. I combine them to report the investment without regard to which account the shares are in.
Part VII, line 5, Column D: We made monthly contributions to this 529 plan. Each contribution was below the reporting amount of $1,000, but in the aggregate
they exceeded $1,000.
Part VII, line 6: The property was appraised 7/20/2008, shortly before the closing. A mortgage on this property, reported on part VI in prior years, was fully paid
off in 2012.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32448. Public record. Not legal advice.