# Pamela Pepper > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7361 ## Record - **Judge:** Pamela Pepper - **Year:** 2014 - **Report type:** Annual - **Pages:** 8 ## Text American Funds High-Income Municipal Bond Fund — Int/Div — Sold Amencan Funds Growth Fund of America — Int/Div — Sold Penn Mutual Variable Universal Life: Ssg Index S00 Fund — Interest Penn Mutual Variable Universal Life: T Rowe Price Flexibly Mg'd Fund — Interest The Principal Adjustable Life — Int/Div Profit Sharing Plan #1 Principal Investors Real Estate Sec — Int/Div — Sold Principal Investors Diversified International Fund — Int/Div — Sold Principal Investors Small Cap Blend — Int/Div — Sold Principal Investors Mid Cap Blend Fund — Int/Div — Sold Principal Capital Appreciation Fund — Int/Div — Sold Principal Equity Income Fund — Int/Div — Sold Principal Investors Money Market Fund — Interest — Sold IRA #1] Principal Mutual Funds MidCap (Y) Principal Mutual Funds Small Cap Blend Yr US. Savings Bonds, Series EE — Interest Trust #1 Equitable Bank cash accounts (Y) 40k #1) American Funds EuroPacific Growth (Y) Amenican Funds Fundamental Investors Y) Nuveen Equity Index (Y) PNC Bank cash accounts — Interest IRA #2 Edward Jones Growth Fund of America — Int/Div — Open Edward Jones Principal Capital Appreciation Fund — Int/Div — Open Edward Jones Principal Equity Income Fund — Int/Div — Open Edward Jones Pi Diversified International — Int/Div — Open Edward Jones Pi Real Estate Securities Fund — Int/Div — Open Edward Jones Pi SMALLCAP Blend Fund — Int/Div — Open Edward Jones Principal Midcap Fund — Int/Div — Open Edward Jones cash — Int/Div — Open Edward Jones--American Funds High Income Muni Bond Fund — Int/Div — Open Ex-officwe director, Lastern District of Wisconsin Bar Assocution Secretary, National Conference of Bankruptcy Judges Member, Board of Directors, American Bankruptcy Institute Liability — Pershing, LLC — Loan from Profit Sharing Plan #1 Liability — Chase — Revolving credit account Reimbursement — ORIG ros Institute — of alr et Caribbean Insolvency conference Reimbursement — International Law — Circuit Bankruptcy Judges Conference Reimbursement — rk undated Mae oy State Bar Bankruptcy Retreat Reimbursement — Institute — the American Bankruptcy Institute board Reimbursement — SAE CRON AR CR Institute — Central States bankruptcy conference Reimbursement — Bar Annual Meeting and Conference Reimbursement — Nanonal Association of Chapter Thirteen Trustees — O07/18/1407/19/14 — Chicago, hnois — Speaking at the NACTT annual meeting — Travel, meals, hotel, mug and candies Reimbursement — Bankruptcy Judges — NCBJ board/educational program Reimbursement — American Bankruptcy Institute — 1204/14-12/06/14 — Palm Springs, Califormu — Winter Leadership Conference of the ABI — Travel. meals, hotel Reimbursement — A et Conference — Pr TT RN Ta = — PALER Wt Prat tare. £0 Bankruptcy Conference annual conference 111-B. This nformation is no longer reportable, pursuant to Section 102(e)(2). VI-1 The loan from Pershing was money | borrowed from my Principal Profit Sharing Plan years ago, and was re-paying to myself over time. In December 2013, | transferred the Principal funds to Edward Jones, Pershing will treat the balance of the loan us a default, and the IRS will likely assess tax on the “income” from the default on that loan to myself on my taxes. VII-1, 2 | transferred the American Funds assets to Edward Jones in December 2014. VII-6-13 1 transferred the Principal profit-sharing funds to Edward Jones in December 2014. VII-14-16 IRA#1 1s no longer reportable, pursuant to Section 102(eX2). VII-18-19 Trust #1 is no longer reportable, pursant to Section 102(e)(2). My position as trustee remains reportable in Part 1, because a trust remains in effect. It does not contain any reportable assets. V11-25-34 | opened these Edward Jones accounts when | transferred my funds from the American Funds and Principal profit sharing accounts in December 2014. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7361. Public record. Not legal advice.