# Joan B. Gottschall > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6727 ## Record - **Judge:** Joan B. Gottschall - **Year:** 2011 - **Report type:** Annual - **Pages:** 11 ## Text Vanguard Wellington Fund — Int/Div Vanguard Wellesley Fund — Int/Div Vanguard Index Trust — Int/Div Vanguard Prime Portfolio — Int/Div Fed Empl Credit Union Acts — Interest IBM cistock — Int/Div Intel ¢/stock — Int/Div Waste Management ¢/stock — Int/Div Vanguard Tax-Managed Growth & Income Fund (Admiral Fund) — Int/Div — Pant VIL n. Hewlett-Packard ¢/stock — Int/Div CVS Caremark ¢/stock — Int/Div Vanguard Capital Opportunity Fund — Int/Div BlackRock Large Cap Value — Int/Div BlackRock Value Opportunities — Int/Div Dodge & Cox Fds Intl Stk Fd — Int/Div Lancaster Cnty Neb. School Dist 001 Lincoln PS Bond — Interest — Redeemed Orange City, NC Pub Impt Bond — Interest — Redeemed Spring Branch Tx School Dist. Bond — Interest — Redeemed Garland TX G/O Bond — Interest — Redeemed St. Joseph Cnty Hosp Auth Bond — Interest — Redeemed Calif. GO Bond — Interest — Redeemed Monroe Twp NJ Brd Ed/Gloucester Cty Gf O Bond — Interest — Redeemed Seattle WA Mun Lt & Pwr — Interest — Redeemed Wausau WI School Dist. Bond — Interest — Redeemed Denton TX Util Sys Bond — Interest — Redeemed Tipp City Ohio Bond — Interest — Redeemed Jackson Cry OR School Dist. Bond — Interest — Redeemed Arizona St. Trunsprt Brd Hwy Rev Bond — Interest — Redeemed NJ Ed. Facs Ath Rev. Bond — Interest — Redeemed Pennsyl. St. Tpk Comm Bond — Interest — Redeemed Philadelphia PA Gas Wks Bond — Interest — Redeemed Hopewell Valley NJ Rgl School Dist Bond — Interest — Redeemed San Antonio TX Indpt Bldg Serv Bond — Interest — Redeemed San Mateo CA Un High Sch Dist Bond — Interest — Redeemed Hillsborough Cty FLA Sch Dist Bond — Interest — Redeemed Tampa FL Sales Tx Rev. Bond — Interest — Redeemed Virginia College Bldg. Auth Ed Fac Bond — Interest — Redeemed Jefferson Cty Colo Open Space Sales Tx Bond — Interest — Redeemed NY NY Ser A GO Bond — Interest — Redeemed Ohio St. Wir Dev Auth Rev Fresh Water Bond — Interest — Redeemed Polk Cty WI Crp Purp FGIC B/E Util Bad — Interest — Redeemed Snohomish Cty WAS Tax G/O Bond — Interest — Redeemed Balanced Fund Inc — Int/Div Capital Income Bldr — Int/Div Capital World Growth Inc. Fad — Int/Div Income Fud Amer Inc — Int/Div Bank Deposit Sweep (JP Morgan Chase) — Sec Put Vill. n. 2 Vanguard Fix. Inc. Sec. Fund — Int/Div Vanguard Wellesley Inc. Fund Investr Cl — Int/Div — Sec Part VIL n.3 Vanguard Wellington Fund Investr Cl — Int./hv — See Part VIL n.3 St. Lous Airpt Rev Bnd — Interest — Buy St. Louis Airpt Rev Bnd — Interest — Redeemed Cleve Oh Wir Rev Bd — None — Buy — VIL nn. 7 Mass. Fin Agy Bd — None — Buy Clark-Pleasant Ind Sch Bd — Interest — Buy Harford Cnty Md Bd — None — Buy Cal St G/O Bd — None — Buy Edison Twp NJ Bd — None — Buy Montgomery Cty Md Bd. Cons Pub Impt Ser A — None — Buy Fort Lee NJ B- — None — Buy TxTech Univ 7th Ser. — None — Buy NJ Econ Dev Bd — Interest — Buy Ohio St. Com Schs Bd — Interest — Buy Fairfax Cnty Va Wir Bd — Interest — Buy Lowuswana St Ser A Bc — Interest — Buy Portland Me B/E Bd — None — Buy University North Tx Bd — Interest — Buy Dowagiac Mi Sch Dist Bd — Interest — Buy Huntsville Ala Wis Bd — Interest — Buy Ca St Dept Wer Bd — Interest — Buy Mnt San Antonio Ca Cmnty Cllg Bé — Interest — Buy Tenn St Scho Bd Bd — Interest — Buy Boome Cnty Ky Sch Dist Bd — Interest — Buy New York NY Ser O G/O Bd — Interest — Buy New Hanover Cnty NC Bd — Interest — Buy Anchorage Alaska Ser B Bd — None — Buy Norfolk VA Ref Cap Bd — None — Buy Tmton Falls NJ G/O Bd — Interest — Buy Hamden CT Prerefunded Ser A G/O Bd — None — Buy Hamden CT Unrefunded Balance Ser A G/O Bd — None — Buy North Brunswick Twp NJ Bd — Interest — Buy Monmouth Cnty NJ Utl Bd — Interest — Buy Berryessa CA Sch Dist Bd — None — Buy Raven Hills Tex Higher Ed Bd — None — Buy Avery Tex Ranch Rd Dist Bd — Interest — Buy Ector Cnty Tx Indpt S/D Bd — Interest — Buy University Kans Hosp Bd — None — Buy Rhode Is St & Prov.Plnts Bd — Interest — Buy Adams & Arapahoe Cntys Bd — Interest — Buy Arlington Cty Va Dev Auth Bd — Interest — Redeemed — Part VILL nn. 8 Avon Lk Ohio Ref G/O Bd — Interest — Buy Avon Lk Ohio Ref G/O Bd — Interest — Redeemed Member, Visiting Committee to the Divinity School, Umiversity of Chicago Member, Board of Directors, Martin Marty Center at the University of Chicago Divinity School Member, Friends of the University of Sussex 1. Part VII, line 9: The company converted all the shares in this fund to shares m its Admiral Fund. Henceforth, this asset will be identified as "Admiral. 2. This asset, set forth on line 78 of my 2010 Report, was listed in error, All my JP Morgan Chase accounts were closed in 2010 and reported closed in 2010. 1 purchased no such asset during 2010, contrary to what is stated on line 78 of the 2010 Report. 3. Part VII, lines 49-50. The data reported last year on these funds was incorrect. The Wellesley Fund (FDR 2010, line 80) should have reported mcome (column Bl)as B,not D. The value (columns C1 and D3) should have been reported as K, not M, The Wellington Fund (FDR 2010, line £1) had income {column B1) of A, not B. The value (column C1) was K, not L. 1 believe that in determining income and value, 1 combined the Vanguard funds reported on lines 1 and 2 with "Investr C1" funds having the same names. This year's report corrects these entries. 4. The purchase price for many bonds includes “accrued interest.” In purchasing the bond, 1 paid for any interest accrued as of the date of purchase as part of the purchase price. When | subsequently received an interest payment, accurate accounting would require the interest accrued as of the date | hought the hond to be subtracted from the interest payment 1 received. For the sake of clarity, and to make certain that this Report is consistent with my brokerage statements, 1 did not perform this subtraction. I simply reported the total amount of interest paid. 5. Part VII, line 90: This asset was acquired on 9/23/10 but was accidentally omitted from the 2010 FDR. The mcome during 2010 was A. The purchase price was category J amd the value method was T, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6727. Public record. Not legal advice.