# Jack Zouhary

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7415

## Record

- **Judge:** Jack Zouhary
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 24

## Text

Eaton* — Int/Div
Philips 66 — Int/Div
Aegon PFD — Int/Div
TGBAX — Interest
LDLFX — Int/Div
Trust #1
Boeing* — Int/Div
DCT Industrial Trust* — Int/Div
Deere & Co* — Int/Div
General Electric — Int/Div
Intel* — Int/Div
1 Shares TR Russell Mid Cap Value* — Int/Div
Motorola Solutions (MSI) — Int/Div
Pepsico* — Int/Div
Pennsylvama Mutual Fund — Int/Div
US Bancorp Delaware New* — Int/Div
Abbott Labs* — Int/Div
AT&T* — Int/Div
Atmos Energy* — Int/Div
BPPLC* — Int/Div
Cardinal Health Inc Ohio * — Int/Div
Coca Cola* — Int/Div
Centurylink* — Int/Div
HSBC Holding* — Int/Div
JP Morgan Chase* — Int/Div
Key Comp* — Int/Div
McDonald's* — Int/Div
Merck & Co* — Int/Div
Roval Dutch Shell* — Int/Div
Bristol-Myers Squibb* — Int/Div
Conoco Philips* — Int/Div
Colgate Palmolive® — Int/Div
Conagra Foods* — Int/Div
DowDuPont, fka Du Pont E.I DeNemours* — Int/Div
HCPInc.* — Int/Div
Olin* — Int/Div
Oracle® — Int/Div
Walgreen* — Int/Div
Nuveen Ohio Mun (Fund) — Interest
Sprint Nextel* — None
Stryker? — Int/Div
Windstream*® — Int/Div
Wisconsin Energy* — Int/Div
IMT — Int/Div
Eaton Vance Tax (Fund) — Int/Div
Amgen® — Int/Div
Johnson & Johnson* — Int/Div
Microsoft® — Int/Div
American Electric Power* — Int/Div
Bob Evans Farms* — Int/Div
Citigroup* — Int/Div
Plizer* — Int/Div
Travelers* — Int/Div
Verizon Communications® — Int/Div
Deutsche Bank PFD Trust — Int/Div
Waste Management * — Int/Div
Mernll Lynch (Accounts) — Interest
Key Bank (Accounts) — Interest
Nationwide Bank ( Accounts) — Interest
Butler County (Bond) — Interest
Elda Local School (Bond) — Interest
Butler County Transportation { Bond) — Interest — Redeemed
Clorox — Int/Div
PPG — Int/Div
QCom — Int/Div
VGT — Int/Div
VWO — Int/Div
Apple — Int/Div
Kroger — Int/Div
Proctor Gamble — Int/Div
NBH — Int/Div
ATOIX — Interest
Greene County Hosp. (Bond) — Interest
Frontier — Int/Div
Diageo — Int/Div
Kimberly Clark — Int/Div
Monsanto — Int/Div
Philip Morris — Int/Div
Lord Abbett Floating Rate Fund — Int/Div
Gabelli Utilities Fund — Int/Div
Barrick Gold — Int/Div
Berkshire Hathaway — None
Broadcom — Int/Div
Cisco — Int/Div
First Trust High Income — Int/Div
VOYA Infrastructure — Int/Div
Newmont Mining — Int/Div
Paychex — Int/Div
Petrobras — Int/Div
Telefonica — Int/Div
Teva — Int/Div — Sold
Vodafone — Int/Div
Doubleline Total Return — Int/Div
TCW Total Return — Int/Div
SPDR Nuveen S&P High — Int/Div
SPDR Int {iDWX) — Int/Div
DJIA Mitt (MLPHV) — None
Amnaly Capital (NLY PRA) — Int/Div — Redeemed
Apollo Investment (ALY) — Int/Div
Protective Life Debenture (PL PRC) — Int/Div — Redeemed
Abbvie (ABBY) — Int/Div
Glaxo Smith — Int/Div
Goldman Sachs MLP Energy — Int/Div
Google — None
Halyard — None
Hamilton County (Bond) — Interest
Becton Dickinson — Int/Div
Chemours — Int/Div
1DV — Int/Div
Fireve — None
Lamb Weston — Int/Div
Quality Care Properties — None
American Express — Int/Div
Gilead Science — Int/Div
Whirlpool — Int/Div — Buy
IRA #1
Calamos (CVTRX) — Int/Div — Sold
Thomas McDonald Money Market Fund {RBC Capital) — Int/Div
Thornburg Intemational Value (TGVIX) — Int/Div — Sold
Black Creek Diversified (fka Dividend Capital Total Realty) — Int/Div
Franklin Microcap (FVRMX) — None — Sold
IRA #2
DFEOX — Int/Div
DFITX — Int/Div
DFREX — Int/Div
DFALX — Int/Div
Schwab (Account) — Interest
DFQTX — Int/Div
DFIEX — Int/Div
IRA #3
Morgan Stanley & Co. — Int/Div
Microsoft (MSFT)* — Int/Div
Shares S&P (PFF) — Int/Div
Gabelli Utilities (GAUAX) — Int/Div
First Trust High Income (FSD) — Int/Div
IRA 24
Blackrock Build America (BBN) — Int/Div
Spider China ETF (GXC) — Int/Div
Vanguard Total Market EFT (VTI) — Int/Div
Dodge & Cox Income (DODIX) — Int/Div
Vanguard High Dividend (VYM) — Int/Div
First Trust High Income (FSD) — Int/Div
Vanguard Money Market (Accounts) — Interest
Vanguard High Yield Corp (VWEHX) — Int/Div
SPDR Int Div (DWX) — Int/Div
Tortoise Energy (NDP) — Int/Div
Pennsylvama Mutual (PENNX) — Int/Div
TCW Return (TGLMX) — Int/Div
VBIRX — Int/Div
Amnaly Capital (NLY) — Int/Div
Apollo Investment (AlY) — Int/Div
Verizon (V2) — Int/Div
Vodafone (VOD) — Int/Div
Gateway (GATEX) — Int/Div
1 Shares Russell Midcap (IWS) — Int/Div
British Petroleum (BP) — Int/Div
Blackstone (BX) — Int/Div
GSMLP Energy (GER) — Int/Div
JP Morgan Equity (HLIEX) — Int/Div
Templeton Global Bond (TGBAX) — Int/Div
Henderson European Focus (HFEAX) — None
Gabelli Utilities Fund (GALUIX) — Int/Div
VWO — Int/Div
VGK — Int/Div
IDV — Int/Div
CVX — Int/Div
EWZ — Int/Div
Oppenheimer International (OIBAX) — Int/Div
Growth Fund of America (GFAFX) — Int/Div
DFE — Int/Div
DX) — Int/Div
Nationwide (Accounts) — Interest
Victory Portfolio (IPFIX) — Interest
Key (Accounts) — Interest — Buy
AT&T (T) — Int/Div — Buy
General Electric (GE) — Int/Div — Buy
Mattel (MAT) — Int/Div — Buy
Molson (TAP) — Int/Div — Buy
IRA #5
Tortoise Energy (NDP) — Int/Div
VOYA Infrastructure — Int/Div
Vanguard Money Market (Accounts) — Interest
Apollo Investment (ALY) — Int/Div
Ares Capital (ARCC) — Int/Div
OXY — Int/Div
OXY — Int/Div — Sold
Medtronics — Int/Div
Hanes (HBI) — Int/Div — Buy
Stemmart (SMRT) — Int/Div — Buy
John Hancock Venture — Int/Div
Rehastar Whole Life (Insurance) — Interest
Citigroup (C)* — Int/Div
Coca Cola European (CCE)* — Int/Div
Walt Disney Company (DIS)* — Int/Div
FFD Fmancial (FFDF)* — Int/Div
Motorola Solutions (MSH — Int/Div
Occidental Petroleum (OXY) — Int/Div
RPM International (RPM)* — Int/Div
Old National Bank (ONB) — Int/Div
US Bancorp (USB)* — Int/Div
Huntington* — Int/Div
Memill Lynch CMA Funds (cash) — Interest
Amgen (AMGN)* — None
Applied Maternal (AMAT)* — Int/Div
Ares Capital (ARCC)* — Int/Div
AT&T (T)* — Int/Div
Bristol-Myers Squibb (BMY )* — Int/Div
Coca Cola (KO)* — Int/Div
Conagra Foods (CAG)® — Int/Div
Eh Lilly (LLY)* — Int/Div
Intel (INTL)* — Int/Div
KeyCorp (KEY)* — Int/Div
Marathon Oil (MRO)* — Int/Div
Marathon Petroleum (MPC) — Int/Div
Sony (SNE)* — Int/Div
Verizon Communications (VZ)* — Int/Div
Zimmer Holdimgs (ZMH)* — None
Blackrock Mun Intermediate Fund (MUD) — Interest
CBS (CBSA) — Int/Div
Goldman Sachs (GSMAX) — None
Looms Sayles (NEFZX) — Interest
Merck (MRK)* — Int/Div
Bank of America (BAC) — Int/Div
Legg Mason Municipal High Fund (LMHIX) — Int/Div
Templeton Global Bond (TGBAX) — Int/Div
Fromtier (FTR) — Int/Div — Sold
Phizer (PFE) — Int/Div
Kev Bank (Accounts) — Interest
SB Financial Group — Int/Div
DTE Energy* — Int/Div
Cedar Fair (FUN)* — Int/Div
Nationwide Bank (Accounts) — Interest
Butler County (Bond) — Interest
Henderson International {(HFOAX) Fund — Int/Div
1X) — Int/Div
VGT — Int/Div
VEU — Int/Div
Vanguard (Accounts), previously VOHXX — Int/Div
VOHIX — Interest
DFA US Core Equity (DFQTX) — Int/Div
DFA International Core (DFIEX) — Int/Div
DFA Emerging (DFCEX) — Int/Div
Greene County Ohio Hos. (Bonds) — Interest
ATOIX — Int/Div
XLpP — Int/Div
Dexcom — None
VFSTX — Int/Div
Cisco (CISCO) — Int/Div
Energy Sector Spdr. (XLE) — Int/Div
Kimberly Clark (KMB) — Int/Div
Kroger (KR) — Int/Div
Monsanto (MON) — Int/Div
Qualcomm (QCOM) — Int/Div
Exelon (EXC) — Int/Div
Tortoise MLP Fund (NTG) — Int/Div
Abbott (ABT) — Int/Div
Community Trust Bank (CTBI) — Int/Div
Newmont Mining (NEM) — Int/Div
VOYA Infrastructure (IDE) — Int/Div — Sold
Proctor Gamble (PG) — Int/Div
Statoil (STO) — Int/Div
Teva(TEVA) — Int/Div — Sold
First Trust (FSD) — Int/Div
Abbvie (ABBY) — Int/Div
Apple (AAPL) — Int/Div
Apache (APA) — Int/Div — Sold
Cinx (CTXS) — None
Rio Tinto (R10) — Int/Div
Suncor (SU) — Int/Div
Windstream (WIN) — Int/Div
Vanguard High Dividend (VYM) — Int/Div
Halvard (HYH) — None
Dorman (DORM) — None — Sold
Amazon (AMZN) — None
EBay (EBAY) — None
Philip Morris (PM) — Int/Div
Zoeus (ZTS) — Int/Div
Vanguard Total Int. (VXUS) — Int/Div
Share Japan (EW) — Int/Div
Power Shares Exchange (BKLN) — Int/Div
Walmart — Int/Div
Prudential Fimancial (PRU) — Int/Div
Market Oil Services (OIH) — Int/Div
Marathon Oil (MRO) — Int/Div
Baxter (BAX) — Int/Div
PayPal — None
UNITI Group (UNIT) — Int/Div
Synchrony Bank (Accounts) — Interest
Hamilton County (Bond) — Interest
Black Creek Diversified (fka Dividend Capital Total Realty Trust) — Int/Div
Lamb Weston — Int/Div
Market Vector Short (SHY D) — Interest
BGSLU (Bond) — Interest — Buy
Greenon, Ohio (Bonds) — Interest — Buy
Connecticut Go. (Bond) — Interest — Buy
Pacific National Bank (Account) — Interest — Buy
Reimbursement — New York University — 9/15/2017 — New York, NY — Jury Innovations Project — Flight, hotel, transportation, meals
Reimbursement — The American Legal System
Spouse's income — 2017 — Self-employed arbitrator / mediator
Names with asterisks are common stocks and ETFs.

Trust #1 (Lines 1-115) contains Aggregate Ownership Arrangement in which my spouse is a trustee of family trusts,

Deletion from 2016 Financial Disclosure Report

Transfer from IRA #1 to IRA #4

2016 FDR Line 126

Victory Portfolio (IPFIX)

Transferred to IRA #4 (now Line 173)

Additions to 2017 Fmancial Disclosure Report

Line 115

Acquisition made to Trust #1

Lines 174-78

Acquisitions made to IRA #4

Lines 188-89

Acquisitions made to IRA #5

Lines 293-96

Acquisitions made jointly or by spouse

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7415. Public record. Not legal advice.
