# Margaret Dee Mcgarity

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5163

## Record

- **Judge:** Margaret Dee Mcgarity
- **Year:** 2015
- **Report type:** Final
- **Pages:** 8

## Text

BMO Harris Bank (fka M&I Bank), Milwaukee, WI cash accounts — Interest
Rent from 3rd flr apmt in personal residence, Milwaukee, W1 — Rent
This row is blank
IRA Trust 2001 UBS «--
UBS Bank USA Deposit Account — Interest
Central Fund of Canada - CEF — Int/Div — Sold (part)
This row is blank
IRA Trust 2003 - UBS--
UBS Bank USA Deposit Account — Interest
UBS Pace Money Mkt, Investment Fund Class P, symbol PCEXX — Interest — Sold
Blackrock U.S. Opportunites Institutional Class, symbol BMCIX — Int/Div
Black Rock Equity Dividend Fund Institutional, symbol MADVX — Int/Div
Thomburg Intl Growth Fund, class I, symbol TINGX — Int/Div
Pace Global Real Estate Securities, invstmf class P, symbol PREQX — Int/Div
Invesco Small Cap Value Fund Class Y symbol VSMIX — Int/Div
Virtus Small Cap Sustainable Growth Fund, Class 1, symbol PXSGX — Int/Div
Loomis Sales Investment Grade bond fund, Class Y, symbol LSIIX — Int/Div
Wells Fargo Growth-1, symbol SGRNX — Int/Div
Blackrock High Yield Bond I, symbol BHYIX — Int/Div
Arbitrage Fund Institutional Class, symbol ARBNX — Int/Div
This row is blank
Investment Account UBS--
UBS Bank USA Deposit Account — Interest
Powershares High Yield Equity Dividend symbol PEY — Int/Div
Invesco Value Municipal Income Trust, symbol ITM — Int/Div
Nuveen Wis Muni Bond - symbol FWIAX — Int/Div
Delaware Tax Free USA - symbol DMTFX — Int/Div
Invesco quality Municipal Income Trust, symbol 101 — Int/Div
Invesco Van Kampen Muni Income Fund. Cl A, symbol VKMMX — Int/Div
Blackrock Energy & RES TR symbol BGR — Int/Div
Neuberger Berman Muni Fund - symbol NBH — Int/Div
Calamos Strategic Total Return Fund symbol CSQ — Int/Div
This row is blank
Vanguard Wellington Fund Admiral, symbol VWENX (fka VWELX) — Int/Div
Vanguard Windsor Fund Admiral, symbol VWNEX — Int/Div
This row is blank
Investment Account £2 - UBS--.
LUBS Bank USA Deposit Account — Interest
Central Fund of Canada - CEF — None — Buy
Liability — Bank of America - Mastercard — credit card
Liability — Sears Mastercard — credit card
Liability — Discover Card — credit card
Reimbursement — Bankruptcy Judges (NCBI), annual meeting — Fuchs 8 EL AR 2015 — TP I IR
Reimbursement — 35th Annual Midwestern Bankruptcy Institute (ABI) — October 16, 2015 — Kansas City, MO — speaker — transportation, food, and lodging
Income — 2015 — Book rovalties - State Bar of Wisconsin — $97.11
Income — 20158 — Book royalties - Matthew Bender & Co, Inc — $1,594.76
Note regarding Part VII - Investments and Trusts:

There is no IRA Trust #002. That account was closed in 2008 and the proceeds transferred (i.c., rolled into) IRA Trust 2001.

Line #2, Rent from apartment: no valuation for the apartment is stated because this rental unit is contained within the filer's personal residence and is not a separate

building.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5163. Public record. Not legal advice.
