# Margaret Dee Mcgarity

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7216

## Record

- **Judge:** Margaret Dee Mcgarity
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 9

## Text

M&l (branch of BMO Harris Bank), Milwaukee, WI cash accounts — Interest
Rent from 3rd flr apmt in personal residence, Milwaukee, W1 — Reat
Nicholas II, Class 1/149 Fund - IRA symbol NCTWX — None — Redeemed — to IRA Trust “O03
This row is blank
IRA Trust 2001 UBS «---
LBS Bank USA Deposit Account — Interest
Lentral Fund of Canada - CEF — Int/Div
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Central Fund of Canada - CEF — Sold (part)
Tocqueville Gold Fund - TGLDX — Int/Div
This row is blank
IRA Trust #003 - UBS--
UBS Pace Money Mkt, Investment Fund Class P, PCEXX — Interest — Buy (add'l)
American Funds Growth Fund of America, Cls F, symbol GFAFX — None — Sold
Blackrock U.S. Opportunites A, symbol BMEAX — Int/Div — Buy (add'l)
Blackrock Equity Dividend Fund C1 A. symbol MDDVX — Int/Div — Buy (add'l)
Thornburg Intl Growth Fund, class A. symbol TIGAX — Int/Div — Buy (add'l)
Pace Global Real Estate Securities, invstmt fund A. PREAX — Int/Div — Buy (add'l)
Invesco Van Kampen Small Cap Value Fund Cls A, sym VSCAX — Int/Div
Virtus Small-Cap Sustainable Growth Fund, Class A, PSGAX — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade bond Fund, Class A. LIGRX — Int/Div — Buy (add'l)
Wells Fargo Advantage Short/Term High Yd Bond, A, SSTHX — Int/Div — Buy (add'l)
Virtus Market Neutral Fund, Class A, symbol EMNAX — Int/Div — Buy (add'l)
Wells Fargo Advantage Growth Class A. symbol SGRAX — Int/Div — Buy
This row is blank
Investment Account LBS--
UBS Bank USA Deposit Account — Interest
Powershares High Yield Equity Dividend symbol PEY — None
Invesco {fka Morgan Stanley) Insured Muni, symbol IMT — Int/Div
Nuveen Premium Inc Muni Fund - symbol NPI — Int/Div
Nuveen Muni Mkt Opportunity Fund symbol NMO — Int/Div
Nuveen Wis Muni Bond - symbol FWIAX — Int/Div
Delaware Tax Free USA - symbol MTFX — Int/Div
Invesco (fka Morg. Stan.) Quality Municipal Securites - [QM — Int/Div
Invesco fka Morg Stn) Tx Exempt Securities Trust A - TAXAX — None — with line 43)
Invesco Van Kampen Muni Income Fund. Cl A, symbol VKMMX — Int/Div — Open
Blackrock Energy & RES TR symbol BGR — Int/Div
Neuberger Berman Muni Fund - symbol NBH — Int/Div
This row is blank
Vanguard Wellington Fund, symbol VWELX — Int/Div
Vanguard Windsor Fund Admiral, symbol VWNEX — hy — Sold (part)
Liability — Bank of America - Mastercard — credit card
Liability — Chase Manhattan Bank - VISA — credit card
Liability — Sears Mastercard — credit card
Liability — Discover Card — credit card
Reimbursement — Consumer Bankruptcy Conference
Reimbursement — Central States Bankruptcy Workshop
Reimbursement — Continuing Legal Education (NICLE)
Reimbursement — Bankruptcy Trustees (NABT) 2011 Annual Convention — 01 — FONT SY HRI Aeliicinies Se ad Nba Lae 4
Reimbursement — WPA Si. iE. SSG 85th Annual National Conference
Income — 2011 — Book rovalties - State Bar of Wisconsin — SL.IR4.07
Income — 2011 — Book royalties - Matthew Bender & Co, Inc — $2320.23
Note regarding Part VII - Investments and Trusts:

There is no IRA Trust #002. That account was closed in 2008 and the proceeds transferred (i.c., rolled into) IRA Trust #001.

Line #2, Rent from apartment: no valuation for the apartment is stated because this rental unit is contained within the filer's personal residence and is not a separate

building,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7216. Public record. Not legal advice.
