# Maureen P. Kelly > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33593 ## Record - **Judge:** Maureen P. Kelly - **Year:** 2020 - **Pages:** 8 ## Text Schwab retirement inherited IRA (H) Cash & Cash Equivalents — Int./Div. PNC Checking Account — Interest PNC Savings Account — Interest Schwab Brokerage Account (H) Large US Equity Berk Hath new Class B — None Large US Equity Polen Growth Fund — None — Distributed (part) Large US Equity Yacktman Focused Inst — Dividend — Distributed (part) Large US Equity Jensen Quality Growth Fd — Dividend — Distributed (part) Large US Equity American Express Company — Dividend Large US Equity Kinetics Paradigm Fund Cl I — Dividend — Distributed (part) Large US Equity Longleaf Partners Fund — Dividend — Distributed (part) Large US Equity Amazon Com Inc — None Large US Equity Sequoia Fund — None — Distributed (part) Large US Equity Sequoia Fund — Distributed (part) Large US Equity PNC Finl Services Gp Inc — Dividend Mid US Equity Akre Focus Fd Inst Mid US Equity Vanguard MidCap ETF — Dividend Mid US Equity Alpha Architect US Quantative Value ETF — Dividend — Sold (part) Small US Equity Longleaf Partners Small Cap Fund — Dividend — Distributed (part) Small US Equity Cove Street Capital — None — Sold Small US Equity WisdomTree US SmallCap Earnings ETF — Dividend Global Equity Oakmark Global Select — Dividend Global Equity Evermore Global Value Fd Cl I — Dividend Global Equity VanEck Vectors Morningstar Intl Moat ETF — Dividend — Buy (add'l) Global Equity PIMCO RAFI Dyn Multi- Factor Emerging Markets Equity ETF — Dividend International Developed Equity Tweedy Browne Global Value Fund — Dividend International Developed Equity First Eagle Overseas Fund Cl — Dividend International Developed Equity Schwab Intl Small-Cap Equity ETF — Dividend International Developed Equity Brookfield Asset Mgmt Inc Class A — Dividend International Emerging DFA Emerging Markets Small Cap I — Dividend Alternative Seucrities Baron Real Estate Fund — Dividend — Distributed (part) Alternative Seucrities Baron Real Estate Fund — Distributed (part) Alternative Securities Litman Gregory Masteres Alt Strat Inst — Dividend — Sold Alernatives Securities AQR Diversified — Sold Fixed Income Long/Intermediate Loomis Sayles Bond Cl I — Int./Div. — Distributed (part) Fixed Income Short-Term Bond Vanguard Short-Term Tax-Exempt Admiral — Dividend Fixed Income Vanguard Interm-Term Investment Grade Adm — None — Buy Allegiant Federal Credit Union Cash Account — Interest Schwab retirement inherited IRA (H) Cash & Cash Equivalents — Int./Div. PNC Checking Account — Interest PNC Savings Account — Interest Schwab Brokerage Account (H) Large US Equity Berk Hath new Class B — None Large US Equity Polen Growth Fund — None — Distributed (part) Large US Equity Yacktman Focused Inst — Dividend — Distributed (part) Large US Equity Jensen Quality Growth Fd — Dividend — Distributed (part) Large US Equity American Express Company — Dividend Large US Equity Kinetics Paradigm Fund Cl I — Dividend — Distributed (part) Large US Equity Longleaf Partners Fund — Dividend — Distributed (part) Large US Equity Amazon Com Inc — None Large US Equity Sequoia Fund — None — Distributed (part) Large US Equity Sequoia Fund — Distributed (part) Large US Equity PNC Finl Services Gp Inc — Dividend Mid US Equity Akre Focus Fd Inst Mid US Equity Vanguard MidCap ETF — Dividend Mid US Equity Alpha Architect US Quantative Value ETF — Dividend — Sold (part) Small US Equity Longleaf Partners Small Cap Fund — Dividend — Distributed (part) Small US Equity Cove Street Capital — None — Sold Small US Equity WisdomTree US SmallCap Earnings ETF — Dividend Global Equity Oakmark Global Select — Dividend Global Equity Evermore Global Value Fd Cl I — Dividend Global Equity VanEck Vectors Morningstar Intl Moat ETF — Dividend — Buy (add'l) Global Equity PIMCO RAFI Dyn Multi- Factor Emerging Markets Equity ETF — Dividend International Developed Equity Tweedy Browne Global Value Fund — Dividend International Developed Equity First Eagle Overseas Fund Cl — Dividend International Developed Equity Schwab Intl Small-Cap Equity ETF — Dividend International Developed Equity Brookfield Asset Mgmt Inc Class A — Dividend International Emerging DFA Emerging Markets Small Cap I — Dividend Alternative Seucrities Baron Real Estate Fund — Dividend — Distributed (part) Alternative Seucrities Baron Real Estate Fund — Distributed (part) Alternative Securities Litman Gregory Masteres Alt Strat Inst — Dividend — Sold Alernatives Securities AQR Diversified — Sold Fixed Income Long/Intermediate Loomis Sayles Bond Cl I — Int./Div. — Distributed (part) Fixed Income Short-Term Bond Vanguard Short-Term Tax-Exempt Admiral — Dividend Fixed Income Vanguard Interm-Term Investment Grade Adm — None — Buy Allegiant Federal Credit Union Cash Account — Interest Spouse's income — 2020 — Architect, S-Corp, Hayes Design Group - Architects, Inc - W2 and K1 (Employee and 80% Shareholder) Spouse's income — 2020 — Architect, S-Corp, Hayes Design Group - Architects, Inc - W2 and K1 (Employee and 80% Shareholder) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33593. Public record. Not legal advice.