# Charles J. Kahn

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3616

## Record

- **Judge:** Charles J. Kahn
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 16

## Text

American Growth Fund — Int/Div
Southern Company common stock — Int/Div — Buy
Southern Company common stock — Buy (add'l)
Southern Company common stock — Buy (add'l)
Southern Company common stock — Buy (add'l)
Accounts Bank of America — Interest
Deferred Compensation (457) account 1. VOYA — Int/Div
Vova US. Stock Index — Int/Div
American Funds The Growth Fund of America — Int/Div
VOYA Fixed Account 457/401 — Int
Loomis Sayles Small Cap Growth Fund — Int/Div
Vanguard Mid-Cap Index Fund — Int/Div
IRA — Int/Div
American Funds New Perspective Fund — Int/Div
American Funds Washington Mutual Inv Fund — Int/Div
Amencan Fundamental Investors Fund — Int/Div
Lord Abbott Short Duration Income — Int/Div
IRA 2 Spouse — Int/Div
Bank of America NA — Interest
Vanguard Intermediate Bond ETF — Int/Div — Sold
IShares 3-7 Yr. T Bond ETF — Int/Div — Sold
Wisdomtree Trust Japan Hedged Equity — Int/Div — Sold
Wisdomtree Europe Hedges — Int/Div — Sold
IShares MBS ETF — Int/Div — Sold
IShares Inc. Core MSCI — Int/Div — Sold
IShares MSC Pacific — Int/Div — Sold
Shares Market Vectors — Int/Div — Sold
IShares MSCI Sweden — Int/Div — Sold
IShares MSC Switzerland — Int/Div — Sold
IShares MSC Japan — Int/Div — Sold
IShares MSCI Switzerland — Int/Div — Sold
IShares MSC UK — Int/Div — Sold
First Trust EFT Dow Jones Ind — Int/Div — Sold
Wisdomtree Europe Hedged Equity — Int/Div — Sold
Ishares NASDAQ Biotech — Int/Div — Sold
IShares Inc Core MSCI Emerging Markets — Int/Div — Sold
SPDR Barclays High Yield Bond — Int/Div — Sold
IShares IBOXXS Investment Grade Corp Bond — Distribution — Sold
IShares IBOXXS Investment Grade Corp Bond — Int/Div — Sold
IShares MBS — Int/Div — Sold
Powershares Global — Int/Div — Sold
Powershares Preferred — Int/Div — Sold
First Trust ISE — Int/Div — Sold
IShares TIPS — Int/Div — Sold
Vanguard Consumer — Int/Div — Sold
Vanguard Materials — Int/Div — Sold
Vanguard Information — Int/Div — Sold
Vanguard Ind — Int/Div — Sold
Vanguard Energy ETF — Int/Div — Sold
Sector SPDR Fin — Int/Div — Sold
Health Care Select SPDR — Int/Div — Sold
Consumer Discretionary SPDR — Int/Div — Sold
Market Vectors J.P — Int/Div — Sold
Amencan Funds AMCAP — Int/Div — Buy
American Funds --Washington Mutual Inv FD — Int/Div — Buy
Amencan Fundamental Investors Fund — Int/Div — Buy
American Growth Fund of America — Int/Div — Buy
Amencan Investment Co of America Fund — Int/Div — Buy
Lord Abbett Short Duration Income Fund — Int/Div — Buy
Western Asssets Core Plus Bond Fund — Int/Div — Buy
IRAZ — Int/Div
Altria Common Stock — Int/Div
Bank Deposit Program Bank of America — Int/Div
Bank of America Common Stock — Int/Div
Blackrock Income Trust — Int/Div
British Amer Tob Spon ADR — Int/Div
Capital City Bank common stock — Int/Div
LCenterpoint Energy common stock — Int/Div
Citigroup New common stock — Int/Div
Conoco Phillips common stock — Int/Div
DuPont EI Nemoours common stock — Int/Div
Deutsche High Income Opportunities — Int/Div
Exxon Mobil common stock — Int/Div
FirstEnergy common stock — Int/Div
Frontier Communications common stock — Int/Div
GE Common Stock — Int/Div
Alphabet Inc — Int/Div — Buy
GlaxoSmithKline PLC ADS — Int/Div
Halvard Health — Int/Div
Honeywell Intl. common stock — Int/Div
Johnson & Johnson common stock — Int/Div
Kimberly Clark common stock — Int/Div
Kraft Foods CLA — Int/Div
Merck common stock — Int/Div
Microsoft common stock — Int/Div
Norfold Southern common stock — Int/Div
Philip Morris Intl. common stock — Int/Div
Phillips 66 Com — Int/Div
Procter & Gamble common stock — Int/Div
Raytheon common stock — Int/Div
Sandisk common stock — Int/Div — Sold
Verizon Comm. common stock — Int/Div
Weatherford Intl. Ltd — Int/Div
Wells Fargo & Co. New — Int/Div
IBM Common Stock — Int/Div
Mondelez Intl, Inc — Int/Div
Unit AAM Corporate Navellier Dial High Income 44 — Int/Div
Memill Lynch Bank Deposit Program — Interest — Buy
Capital City Bank common stock — Int/Div
Janus Twenty Fund T — Int/Div
TransAmerica Capital Growth — Int/Div
First TrETF VI — Int/Div — Sold
First Tr High YL Etf — Int/Div — Sold
First Tr Emerging Mkts ETF — Int/Div — Sold
First Tr Engy ETF — Int/Div — Sold
First Tr Europe — Int/Div — Sold
First Tr Inds/Prods ETF — Int/Div — Sold
First Tr Large Cap ETF — Int/Div
First Tr Global Auto ETF — Int/Div — Sold
First Tr North Am ETY — Int/Div — Sold
First Tr NASDAQ ETF — Int/Div — Sold
IRA 4 (spouse) — Int/Div
Bank of America — Interest — Sold
Capital City Bank Inc common stock — Int/Div
Unit AAM Corporate Navellier Dial High Income 44 — Int/Div — Sold
A'1T Common Stock — Int/Div — Sold
Energy Transfer Eqty LP — Int/Div — Sold
Microsoft common stock — Int/Div — Sold
Target Corp — Int/Div — Sold
Third Ave Value Inst — Int/Div — Sold
Trust — Int
Cash Memll Lynch Bank Deposit — Int/Div — Distnbuted
Franklin Adjustable US Govt — Int/Div — Distributed
Capital City Bank common stock — Int/Div — Distnbuted
Chevron common stock — Int/Div — Distnibuted
Duke Energy common stock — Int/Div — Distnibuted
Exelon — Int/Div — Distnbuted
Pepsico common stock — Int/Div — Distnbuted
Procter & Gamble common stock — Int/Div — Distributed
Southern Co. common stock — Int/Div — Distnibuted
Spectra Energy common stock — Int/Div — Distnbuted
Teco Energy common stock — Int/Div — Distnbuted
Columbia Seligman fund — Int/Div — Distributed
Jacob Wisdom Fund — Int/Div — Distnibuted
Lord Abbett Mid-Cap Value C — Int/Div — Distnbuted
Thomburg Value Fund Class A — Int/Div
Half interest in condominium, Gulf Breeze, FL — Rent — Distributed
Health First Network, Inc. membership units — None — Distributed
Five Flags Bank common stock — Distnbuted
Trust 2 — Int/Div
Cash Memill Lynch Bank Deposit — Int/Div — Open
Franklin Adjustable US Govt — Int/Div — Open
Best Buy common stock — Int/Div
Capital City Bank common stock — Int/Div — Open
Chevron common stock — Int/Div — Open
Coca-Cola common stock — Int/Div
Duke Energy common stock — Int/Div — Open
Exelon Corp. common stock — Int/Div — Open
JM Smucker common stock — Int/Div
Kate Spade — Int/Div
Pepsico common stock — Int/Div — Open
Procter & Gamble common stock — Int/Div — Open
Southern Co. common stock — Int/Div — Open
Spectra Energy common stock (now Enbridge, Inc.) — Int/Div — Open
Teco Energy common stock — Int/Div — Open
Treehouse Foods common stock — Int/Div
Whitewave Foods — Int/Div
Columbia Seligman fund — Int/Div — Open
Jacob Wisdom fund — Int/Div — Sold
Lord Abbett Mid-Cpa Value C — Int/Div — Open
Thomburg Value Fund Class A — Int/Div — Open
Condominium m Gulf Breeze, FL — Rent
Five Flags bank common stock — Int/Div — Open
Income — 2016 — Retirement Pension, State of Flonda — S$1.279.00
Spouse's income — 2016 — Retirement Pension, State of Florida
Part VIL Lines 8-13. The income spaces have been completed for this Amended Report. Please note, however, that the Deferred Compensation provider only

reports "Investment Earnings” so the income figure also includes gains in the price of mvestments.

Part VII. Line 24,, 124 Spouse now has 2 IRA's shown for continuity as IRA 2 spouse and IRA 4 spouse

Part VIL Line 109, Value of ML Bank Deposit Program increased due to a transfer from my mother.

Part VIL Line 134, Trust | was liquidated June 30, 2016 by transfer of all assets to Trust 2. Trust 1 did not exist as of the end of the reporting period, and no gain

was recognized. In Trust 2, beginning at line 154, | have used "open™ to indicate assets that were transferred from Trust | to Trust 2.

Part VIL, Investments and Trusts, line 150, certified assessed value as of Jan. 1, 2016 (of entire property) per property appraiser is 320,000.

Part VIL Line 168, Spectra Energy became Enbridge as of Feb. 27, 2017, Although this is outside the reporting period, | am attaching this note for clarity.

Part VII, Investments and Trusts, line 176, Trust 2 now owns this property. The certified assessed value as of Jan, 1, 2016 (of entire property) per property

appraiser is 320,000

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3616. Public record. Not legal advice.