# David Gustafson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7239

## Record

- **Judge:** David Gustafson
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

SunTrust Bank accounts — Interest
Wells Fargo Bank accounts — Interest
Justice Federal Credit Union accounts — Int/Div — Closed
Schwab 529 Plan Moderately Aggressive Portfolio — Int/Div
Schwab Target 2020 Fund (SWCRX) — Int/Div — Sold
Schwab Target 2025 Fund (SWHRX) — Int/Div — Open
Schwab Target 2030 Fund (SWDRX) — Int/Div — Open
Virginia College 529 Savings Plans, Alleghany Portfolio — Int/Div
Rental property, Greenville, SC — Rent
Duke Energy common stock — Int/Div
Enbridge common stock (formerly Spectra Energy) — Int/Div
Trustee, Rivendell School, Arlington, VA
Spouse's income — 2017 — self-employed attorney
Part VIL, line 6, Column D: We made monthly contributions to this 529 plan. Each contribution was below the reporting amount of $1,000, but in the aggregate

they exceeded $1,000,

Part VII, line 7: The property was appraised 7/20/2008, shortly before the closing, A mortgage on this property, reported on part VI in prior years, was fully paid

off mn 2012.

Part VIL, lines 5-7, relate to information reported for 2016 on lines 4 and 5. In 2016 on lines 4 and 5, | incorrectly reported the entire SWCRX investment as being

in spouse's Schwab SEP IRA, when in fact a portion was in her Schwab Rollover IRA. | now report the investments (now SWHRX and SWDRX) without regard

to which account they are in.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7239. Public record. Not legal advice.