Ursula Mancusi Ungaro

2016Annual

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What was filed

  • 40

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Miami Federal Credit Union Cash Account xX) — Interest

MetLife Vintage 3 Annuity (H)

Amencan Funds Growth Fund — None

ClearBridge Variable Aggressive Growth Portfolio — None

ClearBridge Variable Div Strategy Portfolio — None

Harris Oakmark Intl Portfolio — None

JP Morgan Small Cap Value Portfolio — None

Met/Aberdeen Emerging Markets Equty {Class By — None

MFS Value PortfolioflClass A) — None

NeubergerBerman Genesis Portfolio — None

Templeton Foreign VIP Fund — None

Western Asset Mgmt Strategic Bond Opp. — None

Sterne Agee Insured/Deposit Program — Interest

Jea Fla Elec Sys Rev Bond — Interest

Regional Transn Dist Co Ref Fastracks Proj Bond — Interest

Texas St Bond — Interest

PaStHigher Ed Auth Rev Bond — Interest

Edgewood Tex Indpt Sch Dist Be Bond — Interest

Harris Cnty Tex Bond — Interest — Sold

Ivy Tech Cnty College Ind Bond — Interest

King Cnty Wash Sch Dist No 409 Bond — Interest

King Cnty Was Swr Rev Bond — Interest

Mesa Cnty Colo Vy Sch Dist No Bond — Interest

New York St Dorm Auth Sales Ta Bond — Interest

Oregon St For Issues Drt Prior Bond — Interest

Snohomish Caty Wash Pub Util D Bond — Interest

West Virgima St Wir Dev Auth Bond — Interest

Wisconsin St Health & Ed! Bond — Interest

New York St Dorm Auth St Bond — Interest

Phoenix Ariz Civic Impt Corp Bond — Interest

DFA US Core Equity Fund — Int/Div — Buy (add'l)

DFA US Large Company Fund — Int/Div — Buy (add'l)

DFA US Small Cap Fund — Int/Div — Buy (add'l)

DFA International Small Company Fund — Int/Div — Buy (add'l)

DFA Emerging Markets Small Cap Fund — Int/Div — Buy (add'l)

DFA Emerging Markets Small Cap Fund — Int/Div — Sold (part)

TCW Emerging Markets Income Fund — Int/Div — Sold

Nuveen High Yield Municipal Bond Fund — Int/Div — Sold

Templeton Global Bond Fund — Int/Div — Sold

DFA S Year Global Fixed Income Fund — hy — Buy

Although not required, | am reporting the following: | own a 1.1% limited partnership mterest in Mt. Blue Ltd. Partners which owns a 2.73% interest in another

entity, the Shopping Center Partnership. | did not reported this interest until 2010r because, during my entire tenure, it has never had a value of $1,000 or more.

In other words, there has not been a secondary market for my interest at any time during my service as a District Judge. However, it carries the potential for a

tax liability (the amount of which and timing I cannot predict). Although 1 am not obligated to report this interest as an asset, I am continuing to report it in an

abundance of caution because under the current economic conditions, I am concerned that some tux liability could arise in connection with the interest. It should

be noted, however, that | have no information from the general partner and no information regarding the partnership from any other source that suggests any

current tax liability exposure: | am relying simply on my knowledge of current economic conditions, my understanding of the tax liabilites that can be associated

with limited partnership interests generally and my knowledge of the history of these entities.

On January 4, 2010, My Allianz Franklin Valuemark IV deferred variable annuity contract, originally purchased in 2003, was renamed MetLife Vintage 3 due to a

business acquisition by MetLife. | am reporting this as a disposition of the Franklin Valuemark IV annuity and acquisition of the MetLife Vintage 3 annuity as of

1/1/2013 even though this was only a name change of the product and sponsoring insurance company.

Breakdown of income per fund in the annuity is not available.

Sterne Agee Insured/Deposit Program was formerly reported as Muni Cash Trust, but is the same money market account.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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