# Colm Felix Connolly

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33369

## Record

- **Judge:** Colm Felix Connolly
- **Year:** 2020
- **Pages:** 14

## Text

529 #7 (H)
M&T Bank Accounts — Interest
Capital One Money Market Accounts — Interest
Retirement Savings Plan #1 (H)
T. Rowe Price Growth Stock Trust A — Dividend
Vanguard Institutional Index Instl PI — Dividend
American Funds EuroPacific Growth R6 — Dividend
Retirement Savings Plan #2 (H)
William Blair Intnl Growth I — Dividend — Sold
William Blair Intl Grwth CIF — Dividend — Buy
Dodge & Cox Intl Stock — Dividend
DFA US SMall Cap Port Instl — Dividend
Goldman Sachs Global Income Fund Instl — Dividend
Vanguard REIT Index Fund — Dividend
Vanguard Intern'l Index — Dividend — Buy
Vanguard Inst'l Index — Dividend — Buy
Defined Contribution Plan #1 (H)
William Blair Intnl Growth I — Dividend — Sold
William Blair Intl Grwth CIF — Dividend — Buy
Dodge & Cox Intl Stock — Dividend
DFA US Small Cap Port I — Dividend
Invesco GI Real Estate R5 — Dividend
Vanguard REIT Index Fund Inst — Dividend
Vanguard Intern'l Index — Dividend — Buy
Vanguard Inst'l Index — Dividend — Buy
IRA #1 (H)
Vanguard Emerging Markets Select Stock Fund — Dividend
IRA #2 (H)
Vanguard Emerging Markets Stock Index Admiral CL — Dividend
Vanguard Mid Cap Value Index Admiral CL — Dividend
Vanguard High Yield Corp Investor CL — Dividend
Roth IRA #1 (H)
Vanguard Capital Opportunity Find Invst CL — Dividend
Vanguard Emerging Markets Select Stock Fund — Dividend
Roth IRA #2 (H)
Vanguard Capital Opportunity Fund Investor — Dividend
Brokerage Account #1 (H)
Vanguard Federal Money Market Fund — Dividend
Vanguard Dividend Appreciation Index Fund Admiral CL — Dividend
Vanguard Small Cap Growth Index Fund Admiral CL — Dividend
Vanguard Comsumer Discretionary ETF — Dividend
Vanguard Consumer Staples ETF — Dividend
Vanguard Energy ETF — Dividend
Vanguard Health Care ETF — Dividend
Vanguard REIT Index ETF — Dividend
Vanguard S&P 500 Index ETF — Dividend
Vanguard Communication Services ETF — Dividend
Protara Therapeutics — None
Brokerage Account #4 (H)
International Business Machines — Dividend — Donated (part)
Fidelity Blue Chip Growth Fund — Dividend
Microsoft — Dividend — Donated (part)
529 #1 (H)
NY's 529 Moderate Growth Portfolio — None — Sold (part)
NY's 529 Interest Accumulation Portfolio — None — Sold (part)
NY's 529 Conservative Growth Portfolio — None — Sold (part)
529 #4 (H)
NY's 529 Conservative Growth Portfolio — None — Sold
NY's 529 Income Portfolio — None — Sold
NY's 529 Moderate Growth Portfolio — None — Sold
529 #5 (H)
Fidelity DE Aggressive Growth Portfolio (Fidelity Indx) — None — Sold (part)
Fidelity DE Aggressive Growth Portfolio (Fidelity FDS) — None — Sold (part)
529 #6 (H)
Fidelity DE Conservative (Fid. Index) — None
Fidelity DE Moderate Growth Portfolio (Fidelity Indx) — None
Fidelity DE Conservative (Fid. Index) — None — Sold (part)
Fidelity DE Conservative (Fid. Index) — Buy
Fidelity DE Conservative (Fid. Index) — Sold (part)
Fidelity DE Moderate Growth Portfolio (Fidelity Indx) — None — Sold (part)
Fidelity DE Moderate Growth Portfolio (Fidelity Indx) — Buy
Fidelity DE Moderate Growth Portfolio (Fidelity Indx) — Sold (part)
529 #8 (H)
Fidelity DE Conservative (Fid. Index) — None — Sold (part)
Fidelity DE Conservative (Fid. Index) — Sold (part)
Fidelity DE Aggressive Growth Portfolio (Fidelity Indx) — None — Sold (part)
Fidelity DE Aggressive Growth Portfolio (Fidelity Indx) — Sold (part)
Fidelity DE Aggressive Growth Portfolio (Fidelity Indx) — Buy
Fidelity DE Moderate Growth Portfolio (Fidelity Indx) — None — Sold (part)
Fidelity DE Moderate Growth Portfolio (Fidelity Indx) — Sold (part)
Fidelity DE Aggressive Growth Portfolio (Fidelity FDS) — None — Buy
UTMA #3 (H)
Fidelity Blue Chip Growth Fund — Dividend — Distributed
International Business Machines — Dividend — Distributed
Microsoft Corp. — Dividend — Distributed
College Avenue Student Loans, LLC units — None
IRA #3 (H)
Diamond Hill Large Cap — Dividend
Eaton Vance Atlanta Cap — Dividend
Edgewood Growth Instl — Dividend — Buy
Edgewood Growth Instl — Distributed (part)
Pear Tree Polaris — Dividend
Vanguard Intl Growth FD Admiral Shares — Dividend
Brokerage Account #5 (H)
Vanguard High Yield Tax Exempt Fund — Dividend — Sold (part)
Vanguard Interim Tax Exempt Fund — Dividend
Vanguard LTD Term Tax Exempt Fund — Dividend
Eaton Vance Atlanta SMID Cap — Distribution — Buy (add'l)
Harding Loevner Inst Emerg Mkts — Dividend
Vanguard Tax Managed Small Cap — Dividend — Sold (part)
Chevron — Dividend — Sold
Colgate-Palmolive — Dividend — Sold
Exxon Mobile — Dividend — Sold
McDonalds — Dividend
Schwab S&P 500 Index — Dividend — Buy
Vanguard Int'l Growth Adm — Distribution — Buy
Edgewood Growth Inst'l — Distribution — Spinoff (from line 108)
Board Member, Ministry of Caring
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.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33369. Public record. Not legal advice.
