# Ann Marie Donio > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32732 ## Record - **Judge:** Ann Marie Donio - **Year:** 2020 - **Pages:** 10 ## Text Bank of America - Accounts — Interest Ocean First Bank (formerly Ocean City Home Bank) - Accounts — Interest S & D Donio Family Lmt. Partnership — None Trust #1 Wells Fargo & Company (formerly Wachovia Corporation) — Dividend Real estate partnership interest Rental Parcel-HammontonNJ — None Bank of America - Account — None Invesco Oppenheimer IRA Invesco Dividend Income Fund, Inc. Class A — Dividend Invesco Rising Dividends Fund, Inc. Class A — Dividend Invesco Capital Appreciation Fund Class A — Dividend 401K Savings Plan #2 JPM SMRTRET 2020 I — Int./Div. Prudential Whole Life — Dividend Common Stock - DIS — Dividend Wells Fargo- Account — Interest Brokerage Account #1 (H) American Century Equity Income Fund — Dividend — Buy American Funds Capital World Inc Fund — Dividend — Buy American Funds Capital World Inc Fund — Buy (add'l) Catalyst Milburn Hedge Fund — Buy (add'l) American Funds Income Fund — Dividend — Buy American Funds Income Fund — Buy (add'l) American Funds Income Fund — Buy (add'l) American Funds Income Fund — Sold (part) American Funds New World Fund — Dividend — Buy Artisan High Income Fund — Dividend — Buy Artisan High Income Fund — Buy (add'l) Artisan High Income Fund — Buy (add'l) Calamos Market Neutral Fund — Dividend — Buy Schwab Cash — Interest Catalyst Milburn Hedge Fund — Dividend — Buy Cohen & Steers Realty Fund — Dividend — Sold (part) DoublelineTotal Return Fund — Dividend — Buy DoublelineTotal Return Fund — Buy (add'l) DoublelineTotal Return Fund — Buy (add'l) DoublelineTotal Return Fund — Buy (add'l) DoublelineTotal Return Fund — Buy (add'l) DoublelineTotal Return Fund — Sold (part) DoublelineTotal Return Fund — Sold (part) DoublelineTotal Return Fund — Sold (part) Fuller & Thaler Small Cap Fund — Dividend Guggenheim Total Return Bond Fund — Dividend — Buy Invesco ETF Intl Low Vol — Dividend — Sold (part) Invesco ETF Intl Low Vol — Sold (part) Invesco ETF Intl Low Vol — Sold Invesco Preferred ETF — Dividend JP Morgan Hedged Equity Fund — Dividend — Buy JP Morgan Hedged Equity Fund — Buy (add'l) Parnassus Mid Cap Fund — Dividend Schwab S&P 500 Index Fund — Dividend — Buy Schwab S&P 500 Index Fund — Buy (add'l) Schwab S&P 500 Index Fund — Sold (part) Schwab S&P 500 Index Fund — Sold (part) Schwab US Broad Market ETF — Dividend — Buy Schwab US Broad Market ETF — Buy (add'l) Schwab US Broad Market ETF — Buy (add'l) Schwab US Broad Market ETF — Buy (add'l) Schwab US Broad Market ETF — Sold (part) Schwab US Dividend ETF — Dividend Schwab US Large Cap ETF — Dividend — Buy Schwab US Tips ETF — Dividend — Buy Schwab US Tips ETF — Buy (add'l) Schwab US Tips ETF — Buy (add'l) Schwab US Tips ETF — Buy (add'l) Schwab Value Advantage Money Fund — Dividend — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold (part) Schwab Value Advantage Money Fund — Sold SPDR Dow Jones Global Real Est ETF — Dividend — Buy Thornburg Invt Income Builder Fund — Dividend — Buy Thornburg Strategic Income Fund — Dividend — Buy Thornburg Strategic Income Fund — Buy (add'l) Trustee, Unified Credit Trust Under Will - "Trust No. 1" Spouse's income — 2020 — Abarta Inc. Pension Plan` Part VII Asset No. 3 reflects units owned in Family Limited Partnership. The family limited partnership owns a one-third interest in a New Jersey general partnership. The general partnership owns real estate in Hammonton, NJ. I am not a general partner and I have terminated any management role prior to taking office. Asset No. 9 reflects reorganization from Invesco Oppenheimer Equity Income Fund, Inc. Class A to Invesco Dividend Income Fund Class A on 4/17/2020. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32732. Public record. Not legal advice.