# Elizabeth L Perris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3963 ## Record - **Judge:** Elizabeth L Perris - **Year:** 2015 - **Report type:** Final - **Pages:** 10 ## Text IRA Account — Int/Div Teco Stock — Int/Div — Sold Vanguard Windsor [1 Mutual Fund — None — Sold Spectra Energy Stock — Int/Div — Sold Money Market Funds {Schwab Cash Reserves) — Interest — Sold (part) Vanguard Global Minimum Volatility — Int/Div — Buy Vanguard Star — Int/Div — Buy Vanguard Total Intl Bond — Int/Div — Buy Zeo Strategic Income — Int/Div — Buy Blackrock Strategic Income — Int/Div — Buy ishares - EAFE Min. Volatility — Int/Div — Buy Pimco Foreign Bond Fund — Int/Div — Buy FPA CresenmtCL — Int/Div — Buy j-shares 1-3 Year Treasury — Int/Div — Buy j-shares 1-3 Year Treasury — Sold JP Morgan Strategic Inc — Int/Div — Buy JP Morgan Strategic Inc — Sold Powershares S&P 500 Downside Hedged — Int/Div — Buy Powershares S&P 500 Downside Hedged — Sold Vanguard S & P 500 Fund — Distribution Bristol Meyers Squibb Stock — Int/Div Harbor International Fund — Distribution — Sold (part) US. Savings Bonds — Interest 1/2 Interest - Condominium, Otter Rock, Oregon — Rent Barom Asset Fund Shares — Distribution NASDAQ 100 Stock — Int/Div 1 Shares-Russell 2000 — Int/Div — Sold (part) Key Bank Accounts (Checking) — Interest — Sold (part) Om Point FCU (Checking) — Interest iShares - Emerging Markets — None — Sold IRA #2 - On Pomt — Interest Or Vet Welfare Due 2041 — Interest Schwab Cash Dep — Interest Schwab 1000 SNXFX — Int/Div Vanguard International Growth VWIGX — None — Sold Verizon VZ — Int/Div — Sold Guggenheim Multi Asset CVY — Int/Div — Sold Wisdomtree Global Real Estate Ex US DRW — None — Sold shares Sel Div DVY — Int/Div — Sold 1 shares Biotech IBB — None — Sold ishares US Industrials 1Y) — Int/Div — Sold i shares US Basic Materials IYM — Int/Div — Sold shares US Preferred PFF — Int/Div — Sold Lehman Bros. Holdings 7.2 £09 bonds bankruptcy — None — Sold (part) Lehman Bros. Holdings 7.2 £09 bonds bankruptcy — Sold (part) Powershares Intl Div PID — Int/Div — Sold S&P SOOSPY — Int/Div — Sold Vanguard Consumer Discretionary VCR — None — Sold Vanguard Consumer Staples VIX — None — Sold Vanguard Energy VDE — None — Sold Vanguard Information Technology VGT — None — Sold Vanguard Healthcare VHT — None — Sold Vanguard REIT VNQ — Int/Div — Sold Vanguard Telecommunicatioin VOX — None — Sold Vanguard Utilities VPU — Int/Div — Sold i sharees Developed Ex-US Properties WPS — Int/Div — Sold Davis Fmancial C1 C DFFCX — None — Sold Templeton Global Bond C1 C TEGBX — Int/Div — Sold GNMA 7.5%, maturing in 26 — Interest GNMA 7.5%, maturing in 27 — Interest — Sold 50,000 BA CD Matures 1/15 — Interest — Matured Wells Fargo Accounts (checking/savings) — Interest Receivable due from Lovejoy Audiology LLC — Interest Ally Financial CD (Matures 10/17) — Interest Vanguard Global Minimum Volatility (VMNVX) — Int/Div — Buy Vanguard Global Minimum Volatility (VMNVX) — Buy Vanguard Star (VGTSTX) — Int/Div — Buy Vanguard Total Intl Bond (BNDX) — Int/Div — Buy Zeo Strategic Income (ZEOIX) — Int/Div — Buy Barclay's Bank ETN-S&P Volat ETF (VQT) — None — Buy Barclay's Bank ETN-S&P Volat ETF (VQT) — Sold Blackrock Strategic Inc — Int/Div — Buy CS Velocity Shrs Daily Inv (ZIV) — None — Buy CS Velocity Shrs Daily Inv (ZIV) — Sold FPA Cresent CL(FPC12) — Int/Div — Buy shares 1-3 Yr Treas (SHY) — Int/Div — Buy shares 1-3 Yr Treas (SHY) — Sold ishares EAFC Min. Volatility (EFAV) — Int/Div — Buy JP Morgan Inc Opportunity — Int/Div — Buy JP Morgan Inc Opportunity — Sold (part) JP Morgan Inc Opportunity — Sold Pimco Foreign Bond (PFORX) — Int/Div — Buy Powershares S&P 500 Downside Hedged EFT (PHD6) — Int/Div — Buy Powershares S&P 500 Downside Hedged EFT (PHD6) — Sold Reimbursement — American Bankruptcy Institute — 2/24/15 - 22715 — Las Vegas, NV — Semmar — Hotel, transportation and meals Reimbursement — National Conference of Bankruptcy Judges (NCBI) — 1315-41415 — San Antonio, TX — Meeting — Hotel, transportation and meals Reimbursement — National Assn. of Bond : Lawyers — YRS -91MV1S — Chicago, IL — Semmar — Hotel, transportation and meals Reimbursement — NCBJ — 927115 - 9/3/15 — Miami, FL — Meeting — Hotel, transportation and meals Income — 2015 — West Services - Book Royalty — S1OS2.00 Spouse's income — 2015 — Collections from audiology practice (retired October 1, 2013) and payment for substitute audiology services Line 5. Schwab Cash Reserves is a money market fund. 1 reinvest the distributions. In addition, | regularly deposit stock dividends, asset liquidation proceeds, and intereest income in the account, The dividends and interest deposits are small, Only transactions in excess of $1,000 within the pertinent account are separately reported. Lines 6-13, 16, 18, 20, 25, 34, 58, 65, 67-69, 72, and 75. All periodic dividends and capital gains are automatically reinvested in additional shares, the automatic reimvestments are not reported as separate transactions. Lines 20, 22 & 25. The shares of the Vanguird S&P 500 Fund (line 20), Harbor Intemational Fund (line 22), and Baron Asset Fund Shares (25) were transferred from the pertinent mutual fund to Charles Schwab, but were not liquidated except as noted. Line 24. Our 1/2 interest in the condominium at Otter Rock, Oregon, the net rents are after payment of expenses. Our share of the rents without reduction of expenses would be Code D. Half interest in condominium purchased in August 1994 for $55,000, Line 29. Our OnPoint CD matured 12/1/14, and the proceeds were deposited in our On Point checking accounts. It was an error to continue to call it a CD. Line 33. The Schwab Cash deposits listed in Lines 20 and 23 of my previous report have been consolidated. Line 44. Lehman Bros, is in bankruptcy. Partial distributions are made periodically. Line 63. Valuation method - using bulance due on transaction. Sole proprietorship sold to Lovejoy Audiology LLC on September 30, 2013, and that created the receivable. Payments consist of interest and principal. Only the interest is reported as income. If income includes principal payments, the amount would be Code E --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3963. Public record. Not legal advice.