# John Carbone Porfilio > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5350 ## Record - **Judge:** John Carbone Porfilio - **Year:** 2014 - **Report type:** Annual - **Pages:** 11 ## Text USB Bank USA Deposit Account — Interest — with line 12) Ivy Asset Strategy Fund Class B — Interest — Sold Blackrock All Cap Global Res. A Fund — Int/Div — Sold Ivy Asset Strategy Fund Class C Fund — Int/Div — Sold Guarant Bank & Trust Co.Deposit Accounts — Interest First Eagle Global Fund Class A — Int/Div — Sold Pimco Income Instl — Int/Div — Buy Ivy Asset Strategy Fund Class A — Int/Div — Sold Invesco Balanced-Risk Fund A — Int/Div — Sold Highland GlobalAllocation — Int/Div — Buy Permanent Portfolio Fund — Int/Div — with line 12) Sweep Account World Class Financial — Interest — Open Thromburg Inv. Inc — Int/Div — Buy Guggenheim SbPS00 Eq Wt Technology — Int/Div — Buy Schwab Intermediate-Term US Trs ETF — Int/Div — Buy Schwab Short Term US Treasury ETF — Interest — Buy Schwab US Aggregate Bond ETF — Int/Div — Buy Schwab US Broad Market ETF — Int/Div — Buy Schwab US Dividend Equity ETF — Int/Div — Buy Schwab US Large-Cap ETF — Int/Div — Buy Schwab US Large-Cap Growth ETF — Int/Div — Buy Schwab US Mid-Cap ETF — Int/Div — Buy Schwab US Small-Cap ETF — Int/Div — Buy SPDR Barklays Long Term Treasury ETF — Interest — Buy SPDR Nuveen Barklays Municipa Band ETF — Interest — Buy SPDR Nuveen Barklays ST Mun Bond ETF — Interest — Buy Schwab Short Term Bond Market — Int/Div — Buy Schwab Total Bond Market — Int/Div — Buy SPDR Barklays Long Term Treassury ETF — Interest — Sold SPDR Nuveen Barklays Municipal Bond ETF — Interest — Sold Schwab US REIT EIF — Interest — Buy Rydex NASDAQ 100 NV — Int/Div — Buy Schwab Short Term US Treasury ETF — Interest — Sold SPDR S&P 600 Small Cao Value ETF — Int/Div — Buy SPDR Barklays Issuer Scored Corp Bd EDT — Interest — Buy Franklin Income FD Ady CL — Int/Div — Open S10. Spouse's income — 2014 — Andrew M. Norris, MD PC - salary VII line 36, Frankline Income Fund ADV CL, was purchased durmg 2014 by former broker, Fidelity Investments, and transfered to current broker, World Class Financial , Inc. The date of acquisition was subsequent to my 2013 report and not reported to World Class by Fidelity. However, World Class records indicate the asst was transfered to it on 12/15/14 and its value on that date was under $15,000. That asset was sold by World Class on 1/2/2015 in an amount of less than $15,000.00. 1do not have any other information available. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5350. Public record. Not legal advice.