# Ursula Mancusi Ungaro > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3363 ## Record - **Judge:** Ursula Mancusi Ungaro - **Year:** 2016 - **Report type:** Annual - **Pages:** 8 ## Text 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3363. Public record. Not legal advice.