Jon David Levy

2015Annual

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Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • William Vaughan House Condominium Association
  • American Bar Association, Standmg Commuttee on Legal Aid and Indigent Defense
  • Federal Judiciary
  • Matthew Bender & Co, book rovalties
  • Brandeis Umiversity, commissioned paper
  • Miriam A, Levy, LLC, Self-employed Psychologist (self-employment mcome)

As filed

American Funds Capital Income Builder Fund — Int/Div — Sold (part)

American Funds Capital World Bond Fund — Int/Div

American Funds Captial World Growth & Income Fund — Int/Div

Amencan Funds EuroPacific Growth Fund — Int/Div — Sold (part)

American Funds Global Balanced Fund — Int/Div

American Funds Growth Fund of America — Int/Div

American Funds International Growth & Income Fund — Int/Div

Amencan Funds New World Fund — Int/Div

American Funds Short Term Bond Fund — Int/Div

Bed Bath & Bevond Stock — None

Norway Savings Bank Checking Account — None

Harford Total Return Bond HLS Fund — Int/Div

Franklin Mutual Global Discovery Fund — Int/Div

Oppenheimer International Bond Fund — Int/Div — Sold

PIMCO All Asset All Authority Fund — Int/Div

Fidelity Cash Account — Interest

TD Bank Checkimg Account — None

Templeton Global Bond Fund — Int/Div — Sold

Thormberg Investment Trust Limited Term Municipal Fund — Int/Div

Wells Fargo Cash Account — Interest

US Government Senes E Bonds — None

US Government Series EE Bonds — None

Wells Fargo Absolute Return Fund — None

Pruco Life Insurance Co. of New Jersey Annuity — Distribution

Bank of America Checking Accounts — None

PIMCO All Asset Fund — Int/Div

American Funds Short Term Tax Exempt — Int/Div

Metropolitan West-Total Return Bond Fund — Int/Div

Vanguard Fixed Income - Short Term — Int/Div

SSGA S&P 500 Index Sec Lend — Int/Div

SSGA S&P MC Index Non-Led Serv — Int/Div

Nuveen NWQ SC Value — Int/Div

Treasurer, William Vaughan House Condominium Association

Member, American Bar Association, Standmg Commuttee on Legal Aid and Indigent Defense

Reimbursement — Federal Judiciary — 2/23215-2R715 — Washington DC — Phase 11 Judge School — Paid Travel, Hotel, and Meal Expenses

Reimbursement — Federal Judiciary — 3/1915 - 320/15 — Boston Massacchusetts — First Circuit Conference — Paid Travel, Hotel, and Meal Expenses

Reimbursement — SOT EIA, SEN — Legal Aid and Indigent Defense Meeting — ESO RENE Bd EOL TR TAL SSIS WL TS TN

Income — 2015 — Matthew Bender & Co, book rovalties — S3iK81.46

Income — 20158 — Brandeis Umiversity, commissioned paper — S1.500.00

Spouse's income — 2015 — Miriam A, Levy, LLC, Self-employed Psychologist (self-employment mcome)

Explanatory Note Regarding Section VII - Investments and Trusts, No. 32

Pursuant to the letter dated June 15, 2016, 1 received from the Judicial Conference of the United States Committee on Financial Disclosure, please be advised that

my 2015 Financial Report was correctly submitted.

The Committees letter indicates that the “Nuveen NWQ SC Value" listed on my 2015 Financial Report was not reported in my 2014 Financial Report. The

“Nuveen NWQ SC Value" asset was purchased December 19, 2014, but | inadvertently omitted it from my 2014 Financial Report. The relevant information

regarding the “Nuveen NWQ SC Value” asset that should have been included in the 2014 Financial Report is as follows:

+ As to Section B, “Income during reporting period,” the “Amount Code™ is “A™ and the “Type is Dividend.”

+ As to Section C, “Gross value at end of reporting period,” the “Value Code™ is “K™ and the “Value Method” is “1.

+ As to Section D, “Transaction during reporting period,” the “Type” is “buy,” the “date” is “12/19/14,” and the “Value Code 27 is “K.”

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Jon David Levy | Frix