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.