Ursula Mancusi Ungaro

2020

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What was filed

  • 150

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Miami Federal Credit Union Cash Account (H) — Interest

Lincoln Annuity (H)

Lincoln Annuity — None

AMERICAN FUNDS GROWTH FUND - CLASS 4 — None

AMERICAN FUNDS GROWTH-INCOME FUND - CL — None

AMERICAN FUNDS INTERNATIONAL FUND - CL — None

DELAWARE VIP SMALL CAP VALUE - SVC CLA — None

DELAWARE VIP VALUE SERIES - SVC CLASS — None

FIDELITY VIP II CONTRAFUND - SERVICE C — None

FIDELITY VIP STRATEGIC INCOME PORTFOLI — None

FRANKLIN MUTUAL SHARES VIP FUND - CLAS — None

LVIP DIMENSIONAL/VANGUARD TOTAL BOND S — None

LVIP SSGA SMALL/MID CAP 200 - SV CL — None

LVIP T R PRICE GROWTH STOCK - SV CL — None

Lvip Western Asset Core Bond Fund Serv — None

TEMPLETON GLOBAL BOND VIP FUND - CLASS — None

Meg Green Account- Fidelity (H)

Fidelity Master Account — Dividend

Fidelity Master Account — Distributed (part)

Hawaii St — Interest

Regional Transn Dist Colo Sale — Interest

Connecticut St Revolving Fd — Interest — Sold (part)

Phoenix Ariz Civic Impt Corp — Interest

Central Fla Expwy Auth Sr Lien — Interest

Mesa Cnty Colo Vy Sch Dist No — None

New York State Dormitory Autho — Interest

Virginia College Building Auth — Interest

Lincoln Neb Elec Sys Rev — Interest

King Cnty Wash Swr Rev — Interest

Riley Cnty Kans Uni Sch Dist N — Interest — Buy

Franklin Cnty Wash Sch Dist — None — Sold

Hurst Euless Bedford Tex Indpt — None — Sold

Larimer Weld & Boulder Cntys C — None — Sold

Maricopa Cnty Ariz Sch Dist No — Interest — Sold

Reedy Creek Impt Dist Fla — None — Sold

Snohomish Cnty Wash Pub Util D — None — Sold

SPDR® Blmbg Barclays Intl Trs Bd ETF — None — Sold

West Lafayette Ind Sch Bldg — Interest — Sold

WCM Focused International Growth Instl — None — Sold (part)

WCM Focused International Growth Instl — Buy (add'l)

Nuveen Strategic Municipal Opps I — Dividend — Sold (part)

Nuveen Strategic Municipal Opps I — Sold (part)

WCM Focused Emerging Markets Instl — None — Sold (part)

WCM Focused Emerging Markets Instl — Buy (add'l)

DoubleLine Income I — Dividend — Buy (add'l)

Vanguard Tax-Exempt Bond ETF — Dividend — Buy

Vanguard Tax-Exempt Bond ETF — Sold (part)

Vanguard Tax-Exempt Bond ETF — Sold (part)

Vanguard Tax-Exempt Bond ETF — Buy (add'l)

Vanguard Tax-Exempt Bond ETF — Buy (add'l)

Vanguard Tax-Exempt Bond ETF — Buy (add'l)

AMG GW&K Small/Mid Cap I — None — Sold (part)

AMG GW&K Small/Mid Cap I — Buy (add'l)

Polen Growth Institutional — None — Buy

Templeton Global Total Return Adv — Dividend — Buy (add'l)

Templeton Global Total Return Adv — Sold (part)

Templeton Global Total Return Adv — Sold

Templeton Global Bond Adv — Dividend — Buy

Eaton Vance Emerging Markets Local Inc — Dividend — Buy

Eaton Vance Emerging Markets Local Inc — Buy (add'l)

JPMorgan Equity Income — Dividend — Buy

DFA US Large Company I — Dividend — Sold (part)

ARK Innovation ETF — None — Buy

ARK Innovation ETF — Buy (add'l)

ARK Innovation ETF — Sold

ARK Next Generation Internet — None — Buy

ARK Next Generation Internet — Buy (add'l)

ARK Next Generation Internet — Sold

Hartford Schroders Tax-Aware Bond — Dividend — Buy

Hartford Schroders Tax-Aware Bond — Buy (add'l)

Hartford Schroders Tax-Aware Bond — Sold (part)

Hartford Schroders Tax-Aware Bond — Sold (part)

Hartford Schroders Tax-Aware Bond — Sold

HSBC Premier Savings Account (H) — Closed

Suntrust Checking/Savings (H) — Interest

Miami Federal Credit Union Cash Account (H) — Interest

Lincoln Annuity (H)

Lincoln Annuity — None

AMERICAN FUNDS GROWTH FUND - CLASS 4 — None

AMERICAN FUNDS GROWTH-INCOME FUND - CL — None

AMERICAN FUNDS INTERNATIONAL FUND - CL — None

DELAWARE VIP SMALL CAP VALUE - SVC CLA — None

DELAWARE VIP VALUE SERIES - SVC CLASS — None

FIDELITY VIP II CONTRAFUND - SERVICE C — None

FIDELITY VIP STRATEGIC INCOME PORTFOLI — None

FRANKLIN MUTUAL SHARES VIP FUND - CLAS — None

LVIP DIMENSIONAL/VANGUARD TOTAL BOND S — None

LVIP SSGA SMALL/MID CAP 200 - SV CL — None

LVIP T R PRICE GROWTH STOCK - SV CL — None

Lvip Western Asset Core Bond Fund Serv — None

TEMPLETON GLOBAL BOND VIP FUND - CLASS — None

Meg Green Account- Fidelity (H)

Fidelity Master Account — Dividend

Fidelity Master Account — Distributed (part)

Hawaii St — Interest

Regional Transn Dist Colo Sale — Interest

Connecticut St Revolving Fd — Interest — Sold (part)

Phoenix Ariz Civic Impt Corp — Interest

Central Fla Expwy Auth Sr Lien — Interest

Mesa Cnty Colo Vy Sch Dist No — None

New York State Dormitory Autho — Interest

Virginia College Building Auth — Interest

Lincoln Neb Elec Sys Rev — Interest

King Cnty Wash Swr Rev — Interest

Riley Cnty Kans Uni Sch Dist N — Interest — Buy

Franklin Cnty Wash Sch Dist — None — Sold

Hurst Euless Bedford Tex Indpt — None — Sold

Larimer Weld & Boulder Cntys C — None — Sold

Maricopa Cnty Ariz Sch Dist No — Interest — Sold

Reedy Creek Impt Dist Fla — None — Sold

Snohomish Cnty Wash Pub Util D — None — Sold

SPDR® Blmbg Barclays Intl Trs Bd ETF — None — Sold

West Lafayette Ind Sch Bldg — Interest — Sold

WCM Focused International Growth Instl — None — Sold (part)

WCM Focused International Growth Instl — Buy (add'l)

Nuveen Strategic Municipal Opps I — Dividend — Sold (part)

Nuveen Strategic Municipal Opps I — Sold (part)

WCM Focused Emerging Markets Instl — None — Sold (part)

WCM Focused Emerging Markets Instl — Buy (add'l)

DoubleLine Income I — Dividend — Buy (add'l)

Vanguard Tax-Exempt Bond ETF — Dividend — Buy

Vanguard Tax-Exempt Bond ETF — Sold (part)

Vanguard Tax-Exempt Bond ETF — Sold (part)

Vanguard Tax-Exempt Bond ETF — Buy (add'l)

Vanguard Tax-Exempt Bond ETF — Buy (add'l)

Vanguard Tax-Exempt Bond ETF — Buy (add'l)

AMG GW&K Small/Mid Cap I — None — Sold (part)

AMG GW&K Small/Mid Cap I — Buy (add'l)

Polen Growth Institutional — None — Buy

Templeton Global Total Return Adv — Dividend — Buy (add'l)

Templeton Global Total Return Adv — Sold (part)

Templeton Global Total Return Adv — Sold

Templeton Global Bond Adv — Dividend — Buy

Eaton Vance Emerging Markets Local Inc — Dividend — Buy

Eaton Vance Emerging Markets Local Inc — Buy (add'l)

JPMorgan Equity Income — Dividend — Buy

DFA US Large Company I — Dividend — Sold (part)

ARK Innovation ETF — None — Buy

ARK Innovation ETF — Buy (add'l)

ARK Innovation ETF — Sold

ARK Next Generation Internet — None — Buy

ARK Next Generation Internet — Buy (add'l)

ARK Next Generation Internet — Sold

Hartford Schroders Tax-Aware Bond — Dividend — Buy

Hartford Schroders Tax-Aware Bond — Buy (add'l)

Hartford Schroders Tax-Aware Bond — Sold (part)

Hartford Schroders Tax-Aware Bond — Sold (part)

Hartford Schroders Tax-Aware Bond — Sold

HSBC Premier Savings Account (H) — Closed

Suntrust Checking/Savings (H) — Interest

Additional Explanations: Although not required, I am reporting the following: I own a 1. l % limited partnership interest in Mt. Blue Ltd. Parmers which owns a

2.73% interest in another entity, the Shopping Center Partnership. I did not report this interest until 2010 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 I am not obligated to report this interest as an asset I am continuing to

report it in an abudance of caution because I am concerned that some tax liability could arise in connection with this interest. It should be noted, however that I

have no information from the general partner and no information regarding the partnership from any other source that suggests any current tax liability exposure. I

am relying simply on my knowledge of current economic conditions, my undestanding of the tax liabilities that can be associated with limited partnership interests

gernerally and my knowledge of the history of these entities.

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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