# John Paul Wiese

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7217

## Record

- **Judge:** John Paul Wiese
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

BANK ACCOUNTS:
Wells Fargo Bank, Portland, OR
Money Market Accounts — Interest
Cardinal Bank, Arlmgton, VA
Lertificate of Deposit — Interest
UNITED STATES TREASURY
Senes Bonds — Interest
COMMON STOCK
WGL Holdings, Inc — Int/Div
NiSource, Inc. Holding Co — Int/Div
Duke Realty Corp — Int/Div
Gladstone Commercial Corp. — Int/Div
Pfizer Inc — Int/Div
RLI Corp. — Int/Div
Canadian National Ry Co — Int/Div
Wells Fargo & Co — Int/Div — Buy (add'l)
Citigroup Inc — Int/Div
Norfolk Southern Corp — Int/Div
Gladstone Investment Corp. — Int/Div
Berkshire Hathaway Holdings — None
Johnson & Johnson — Int/Div
Baker Hughes, Inc — Int/Div
Blackrock Enhanced Equity ( Blackrock Div. Achievers) — Int/Div
Hospitality Properties Trust — Int/Div
Dommion Resources. Inc — Int/Div
Bank of America — Int/Div
Abbott Laboratories — Int/Div
CSX Corporation — Int/Div
General Electric Co — Int/Div
Baxter International. Inc — Int/Div
Baxalta, Inc — Int/Div — with line 35)
AbbViednc.ix) — Int/Div
Shire PLC Spon ADR — Int/Div — Buy
Dow Chemical Company — Int/Div — note mn Pare VII
PREFERRED SHARES.
Bank of America. PId-G — Int/Div
Aegon NV, Pfd-D — Int/Div
RBS Holdings, Pfd-Series V — Int/Div — Redeemed
Goldman Sachs, Pfd-Series A — Int/Div
Bank of America Pfd-L — Int/Div
Washington Gas Light, 4.25 Series — Int/Div
Wells Fargo & Co., Series N — Int/Div
Capital One Financial C Series Pid — Int/Div
MUTUAL FUNDS:
Vanguard Funds
Money Market Funds (Prime) — Int/Div
Wellington Fund — Int/Div
ndex Fund - FTSE All-World ex US — Int/Div
Global Equity Fund — Int/Div
uflation - Protected Securities Fund — Int/Div
GNMA Fund — Int/Div
Short-Term Investment-Grade — Int/Div
Columbia Acorn Fund Z — Int/Div — Sold (part)
Columbia Acorn USA Z — Int/Div
Columbia Acorn Int'l Z — Int/Div
Dodge & Cox Stock Fund — Int/Div
Dodge & Cox Balanced Fund — Int/Div
Harbor Int’) Fund — Int/Div
Vanguard - Small Cap Index — Int/Div
Vanguard Emerging Markets Stock Index x) — Int/Div
Vanguard Extended Market Index (x) — Int/Div — Buy
Vanguard Intermediate-term Investment Grade (x) — Int/Div
IRA No.1
Vanguard Mutual Funds. — Int/Div — Sold (part) — note mn Part VII
Capital Opportunity Fund — Int/Div
Windsor II Fund — Int/Div
Extended Market Index — Int/Div — Sold (part) — note mn Pare VII
Money Market Fund (Prime) — Int/Div — Closed — note mn Part VII
Intermediate-Term Investment-Grade — Int/Div
Total Bond Market Index — Int/Div
Vanguard Brokerage
Common Stock:
Compass Diversified Holdings — Int/Div
Cedar Realty Trust — Int/Div
Mutual Funds:
Vanguard Federal Money Market Fund — Int/Div — Buy — note mn Part VII
COLLEGE SAVINGS PLANS
Virginia 529 Plan - Rappahannock — Int/Div — Buy
Virginia 529 Plan - Alleghany — Int/Div
Line 36: The common stock listed on Line 36 - "Dow Chemical Company" was acquired many years ago and has been mistakenly omitted from prior years’

Financial Disclosure Reports,

Lines 69 and 72: The partial distributions shown on Lines 69 and 72 under Section D ("Transactions during reporting period”) identify the IRA-owner’s Required

Minimum Distributions for tax year 2016,

Lines 73 and 81: The Vanguard Mutual Fund listed under IRA No. | on Line 73--" Money Market Fund (Prime) -- was closed on 10/03/16 and its funds were

transferred to new "Vanguard Federal Money Market Fund” listed under IRA No.1 - Vanguard Brokerage. Line 81

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7217. Public record. Not legal advice.
