# Jon David Levy > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6677 ## Record - **Judge:** Jon David Levy - **Year:** 2015 - **Report type:** Annual - **Pages:** 8 ## Text 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.” --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6677. Public record. Not legal advice.