# Wendy Beetlestone

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33114

## Record

- **Judge:** Wendy Beetlestone
- **Year:** 2020
- **Pages:** 12

## Text

Individual Assets (H)
Wells Fargo (cash) — Interest
PNC Bank (cash) — Interest
Account #1 (H)
DFA Intl Real Estate Sec PTF (DFITX) — Dividend
DFA Real Estate PT (DFREX) — Dividend — Buy (add'l)
Account #2 (H)
Vanguard Small-Cap Value Index (VISVX) — None
Vanguard Value Index Fund Inv (VIVAX) — None
Vanguard Total Intl Stock Index Inv (VGTSX) — None
Vanguard Real Estate Index Investor (VGSIX) — None
Vanguard Inter-Term Bond Index Inv (VBIIX) — None
Vanguard International Value Fund (VTRIX) — None
Vanguard Small - Cap Index Fund Inv (NAESX) — None
Vanguard Total Bond Market Index Inst (VBTIX) — None
Vanguard Emerging Markets Stock Index Inst (VEMIX) — None
Vanguard Total Stock Market Index Inst Plus (VSMPX) — None
Account #3 (H)
T-C Lifecycle Index 2025-Inst (M04350I-1) — Dividend
CREF Stock R3 — None — Sold (part)
CREF Global Equities R3 — None
T-C Intl Eq Rtmt — Dividend — Sold
TIAA Real Estate — Interest — Buy (add'l)
TIAA Traditional — Interest
CREF Social Choice R3 — None — Buy
Account #4 (H)
TD Ameritrade Deposit Account IDA12 (MMDA12) (cash) — Interest
DFA Emerging Markets Core Equity I (DFCEX) — Dividend
DFA Real Estate PT (DFREX) — Dividend
DFA International Value I (DFIVX) — Dividend
DFA US Large Co Portfolio (DFUSX) — Dividend
Federated Hermes Govt Obligations Service (GOSXX) — Dividend — Buy
Amazon Com Inc (AMZN) — None
American Express Co (AXP) — Dividend
AT&T (T) — Dividend
Caterpillar Inc Del (CAT) — Dividend
Coca Cola Co (KO) — Dividend
Comcast Corp New Cl A SPL (CMCSA) — Dividend
Corteva Inc (CTVA) — Dividend — Sold
Dow Inc (DOW) — Dividend — Sold
Dupont De Nemours (DD) — Dividend — Sold
EBAY Inc (EBAY) — Dividend — Sold
Emerson Elec Co (EMR) — Dividend
Expedia Inc Del Com New (EXPE) — Dividend
Exxon Mobil Corp (XOM) — Dividend
Fox Corp Cl B (FOX) (Y)
Intel Corp (INTC) — Dividend
JP Morgan Chase & Co Com (JPM) — Dividend
Kimberly Clark Corp (KMB) — Dividend
Kraft Foods Group Inc (KHC) — Dividend — Sold
Liberty Media SiriusXM C (LSXMK) — None — Sold
Microsoft Inc (MSFT) — Dividend
Mondelez Intl Inc Cl A (MDLZ) — Dividend
Occidental Pete Corp Del (OXY) — Dividend
Paypal Holdings Inc (PYPL) — None
Pepsico Inc (PEP) — Dividend
Procter & Gamble Co (PG) — Dividend
Raytheon Co Com New (RTN) — Dividend
Rio Tinto PLC Spon ADR (RIO) — Dividend
Royal Dutch Shell PLC Spon ADR A (RDSA) — Dividend
Southern Copper Corp (SCCO) — Dividend — Sold
Taiwan Semiconductor MF LTD Spon ADR (TSM) — Dividend
Texas Instrs Inc (TXN) — Dividend
Total SA Sponsored ADR (TOT) — Dividend
WalMart Stores Inc (WMT) — Dividend
Disney Walt Co Com Disney (DIS) — Dividend
Account #5 (H)
TD Ameritrade Deposit Account IDA12 (MMDA12) (cash) — Interest
Denton Tex For Issues Dtd Pri Go Ref and Impt Bds (248866P25) — Interest
Grapevine-Colleyville Indpt Sc Ultd Tax Sch Bds (3886403H5) — Interest
Grapevine-Colleyville Indpt SC Ultd Tax Sch Bldg Bds 5% (3886404C5) — Interest
Hawaii St Go Bds Call Pre-Ref (419792KV7) — Interest
Hawaii St Go Bds (419792ME3) — Interest
JEA FLA Elec Sys Rev Rev Bds Call Pre- Ref (46613SGT1) — Interest — Sold
King Cnty Wash Sch Dist No 405 Ultd Tax Go And Ref Bds (495098YQ2) — Interest
King Cnty Wash Sch Dist 411 Ultd Tax Go Ref Bds 5% (4952242D8) — Interest
Montgomery Cnty PA Go Bds (6135794U2) — Interest
New York NY Go Bds (64966MST7) — Interest
Ohio State Go Ref Bds (677521EQ5) — Interest
Putnam County Tenn Go Sch Ref Bds 5% (746673YJ5) — Interest
Sheldon Te Indpt Sch Dist Ultd Tax Sch Bldg Ref B (8225165J5) — Interest
State BK India Chicago ILL Cd 2.05% (856283L87) — Interest
Texas St Go Bds (882724AX5) — Interest — Sold
Trinity River Auth Tex Regl Rev Bds (89658HUA6) — Interest
University Tex Univ Revs Rev Bds (9151377Q0) — Interest
Wisconsin St Go Ref BDS CLBL 5% (97705MBT1) — Interest — Buy
Wisconsin St Clean Wtr Rev Bds (977092WA9) — Interest — Sold
Wylie Tex Indpt Sch Dist Ultd Tax Ref Bds 4% (983068F77) — Interest
DFA Intl Social Core Equity Port (DSCLX) — Dividend
DFA LTIP Inst (DRXIX) — Dividend — Buy
DFA US Social Core Equity 2 (DFUEX) — Dividend
DFA Intl Real Estate Sec PTF (DFITX) — None
DFA Inflation Pro Sec Inst (DIPSX) — Dividend — Buy
DFA Emerging Markets Social Core PTF (DFESX) — Dividend
DFA Tax Mgd US Targeted Val (DTMVX) — Dividend — Sold
DFA Five-Year Global Fixed PTF (DFGBX) — None — Sold
DFA US Hi Relative Prof (DURPX) — Dividend — Buy
Federated Hermes Govt Obligations Service (GOSXX) — Dividend — Buy
Federated Hermes Govt Obligations Service (GOSXX) — Sold
American Water Works Co Inc New (AWK) — Dividend
Aqua America Inc (WTR) — None — Sold
BP PLC Spon ADR (BP) — Dividend
California Water SVC Group (CWT) — Dividend
Essential Utilities Inc (WTRG) — Dividend — Buy
Exxon Mobil Corp (XOM) — Dividend
Marathon Pete Corp (MPC) — Dividend
Middlesex Water Co (MSEX) — Dividend
Phillips 66 (PSX) — Dividend
Royal Dutch Shell PLC Spon ADR A (RDS.A) — Dividend
Adjunct Professor, University of Pennsylvania Law School
Income — 2020 — University of Pennsylvania Law School (teaching stipend) — $5,000.00
Spouse's income — 2020 — The Trustees of the University of Pennsylvania - Salary
Parenthetical numbers in part VII are CUSIP numbers.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33114. Public record. Not legal advice.