# J. Mark Coulson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32816

## Record

- **Judge:** J. Mark Coulson
- **Year:** 2020
- **Pages:** 8

## Text

MONY Whole Life Policy — Dividend
NW Mutual Whole Life Policy #1 — Dividend
NW Mutual Whole Life Policy # 2 — Dividend
NW Mutual Whole Life Policy # 3 — Dividend
NW Mutual Whole Life Policy # 4 — Dividend
Erie Family Life Whole Life Policy — Dividend
TIAA Traditional Fund — Dividend
CREF Social Choice Fund — Dividend
American 2025 Target Ret. C — Dividend
Franklin Templeton Mutual Quest Fund — Dividend
MD College Investment Portfolio for Education Today 529(1 of 2) — None — Sold (part)
MD College Investment Portfolio for Education Today 529(1 of 2) — Sold (part)
MD College Investment Portfolio for Education Today 529(1 of 2) — Buy (add'l)
MD College Investment Portfolio For Education Today 529(2 of 2 — None
John Hancock Freedom 529 Enrollment Porfolio A — None — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
Davis NY Venture C — Dividend — Sold (part)
Davis NY Venture C — Sold
Davis NY Venture A — Dividend — Sold (part)
Franklin Income A — Dividend — Sold (part)
Franklin Income A — Sold (part)
Franklin Income C — Dividend — Sold
Royce Pennsylvania Consult — Dividend — Sold (part)
Clearbridge Small Cap A (IRA) — Dividend
Clearbridge Value Trust A (IRA) — Dividend
Franklin Income A(IRA) — Dividend
QS Batterymarch Int'l Equity A (IRA) — Dividend
Davis NY Venture A (UTMA 1) — Dividend
Miller Opportunity Trust (UTMA 1) — Dividend — Sold (part)
Davis NY A (Adult Dep Acct 1) — Dividend
Miller Opportunity Trust (Adult Dep Acct 1) — Dividend — Sold (part)
PNC Bank Interest Checking — Interest
Capitol One 360 Savings — Interest
Flowers Foods (FLO) Common Stock (family member) — Dividend
Liability — Occidental College — Tuition for Dependent
Liability — University of Vermont — Tuition for Dependent
Spouse's income — 2020 — Build, Inc. (Administrator for Community Organization) W-2 Income
Lines 37 and 38 of Investments and Trusts: On March 31, 2020, one of my (who is .>21 but still a dependent) converted what had been referred to as
"UTMA 2" in past reports to his own controlled account. I have thus renamed it "Adult Dep. Acct 1" The holdings are unchanged from previous reports.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32816. Public record. Not legal advice.