# Susan V Kelley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6404

## Record

- **Judge:** Susan V Kelley
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Brokerage Account
Wells Fargo Large Co Core-Ilnv Fund — Int/Div
Wells Fargo Advantage Large Company Growth — Int/Div
Wells Fargo Advantage Opportunity Inv — Int/Div
BMO Harms Bank Account — Interest
Mutual of Omaha Whole Life Insurance Policies — Interest
UBS Retirement Account
IShares U.S. Technology ETF — Int/Div
IShares Trust Russell 2000 Index Fund — Int/Div
IShares Trust U.S. Basic Materials Sectr Index Fund — Int/Div — Buy (add'l)
IShares US Consumer Services Sector Index Fund — Int — Sold
IShares Inc MSC1 EMU Index Fund — Int/Div
IShares Trust Russell Midcap Index Fund — Int/Div
IShares Trust S&P Latin America 40 Index Fund — Int./y — Buy (add'l)
IShares MSCI Emerging Markets Index Fund — Sold
IShares Tr MSCI All Ctry Asia Ex Japan Index — Int/Div
Guggenheim Solar ETF — Int/Div
Deutsche X- trackers Harvest — Int/Div
Energy Sector SPDR Trust — Int/Div — Buy (add'l)
IShares US Oil & Gas Explore & Prod Trust — Int/Div — Sold
Shares US Oil Equipment & Ser. Trust — Int/Div — Sold
Nationwide Future Venue Annuity
Drey Stk Indx SVC — Int/Div
Fuklotvipt Tmp Forgn Vip 3 — Int/Div
Foklntviptinklnsmep Val Vip 2 — Int/Div
Virent 401K Great West Retirement Services
Dodge & Cox Intemational Stock — Int/Div — Sold
Artisan Mid Cap Inv — Int/Div — Sold
T. Rowe Price Blue Chip Growth — Int/Div — Sold
Vanguard Large Cap Index Signal — Int/Div — Sold
William Blair Bond — Int/Div — Sold
Wisconsin Retirement Employee Trust Fund — Int
Virent Energy Systems, Inc. Common Stock — None — Expired
Morgan Stunley IRA
Frunklin India Growth — Int/Div
JP Morgan Growth Adv. ( — Int/Div — Sold
Looms Growth C — Int/Div — Buy
Birtus Multi Sect Shttrm Ede — Int/Div — Buy
Tesoropetroleum Op — Int/Div — Buy
UNT AAM High Yield and Income — hy — Buy
UNT AAM Global Covered Call and Income — Int/Div — Buy
UNT AAM Tactical Income — Int — Buy
Morgan Stunley Inv, Acc't
National Gen'l Holdings Corp — Int/Div
UNT AAM Global Tech/151 — Int/Div
UNT AAM Nasdagq S0 Index 2015-2 — Int/Div
UNT AAM European Select 2015-1Q — Int/Div
UNT AAM Healthcare Opportunities 2018-1 — Int/Div — Sold
UNT AAM Global Basic Materials 15-1 — Int/Div
UNT Guggen-eim Health Care 21 — Int./hv — Buy
Reimbursement — American Bankruptcy Institute — &i6-6/17 — Lake Geneva, WI — Bankruptcy Seminar — two mights hotel, mileage, meals
Income — 325116 — Wolters Kluwer Law & Business, book royalties — S26.668.51
11 - Wolters Kluwer Royalties paid March and September. Amount shown is total annual royaties

VII = Tine 33 Virent common stock. Company was purchased and stock was canceled.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6404. Public record. Not legal advice.
