# Jane Margaret Triche Milazzo

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7589

## Record

- **Judge:** Jane Margaret Triche Milazzo
- **Year:** 2016
- **Pages:** 12

## Text

Campus Federal Credit Union Checking Savings Accounts — Interest
EL duPom de Nemours & Co. Stock — Int/Div
Drichaus Mut Fd Emerg Mkt Gro — Int/Div
Schwab Cap Laudus Int] MK Master — Int/Div
Royce Opportiunity Fund — Int/Div — Sold (part)
Vanguard Index Fd Sml Cp Grw Inv — Int/Div
SPDR S&P 500 Trust — Int/Div
Columbia Property Trust, Inc — Int/Div — Sold
MetLife Universal Life Cash Surrender Value — Int/Div
SPDR Global Real Estate ETF — Int/Div
Chemours Company — Int/Div — from line 2) — Note in Part VIII
Charter Commuications. Inc, New "A" (X) — Int/Div — Buy — Note in Part VII
Lands End Inc.. New (X) — Int/Div — Buy — Note in Part VIII
Waste Management. Inc. (X) — Int/Div
Baron Emerging Market Retail — Int/Div — Buy — Note in Part VIII
START LA Account — Int/Div — Buy (add'l) — Note in Part VII
ING Fixed Account — Int/Div
American Movil SA De CV ADR — Int/Div
AT&T — Int/Div
Capital One Financial Corp — Int/Div
Caterpillar. Inc — Int/Div
Chevron Corp — Int/Div
Pfizer. Inc — Int/Div
Comcast Corp Cl A — Int/Div
Ford Motor Co — Int/Div
Gatx Comp — Int/Div
General Electric Co — Int/Div
GlaxoSmithkline PLC — Int/Div
Home Depot — Int/Div
McDonalds — Int/Div
Merck & Co. Inc.. New — Int/Div
Pepco Holdings, Inc — None — Redeemed
Pepsico. Inc — Int/Div
Proctor & Gamble — Int/Div
Telesites SA BDEC V SHS — Int/Div — Sold — Note at PA VII
Texas Instruments. Inc — Int/Div
Tredegar Industries — Int/Div
Verizon — Int/Div
Allstate Corp — Int/Div
Archer Daniels Midland Co — Int/Div
Ensco Intl PLC New — Int/Div
Express Scripts Holding Co — Int/Div — Buy (add'l)
Arthur Gallagher & Co — Int/Div
Hancock Holdings Co — Int/Div
Hancock Holdings Co — Int/Div — Buy (add'l)
JP. Morgan Chase — Int/Div
Microsoft — Int/Div
Rockwell Automation — Int/Div
Rockwell Collins Inc — Int/Div
Time Wamer. Inc. New — Int/Div
UBS Group AG — Int/Div
Wal-Mart Stores, Inc — Int/Div
Wal Disney Co — Int/Div
Yum Brands — Int/Div — Buy — Note in VIII
Yum China Holdings (X) — Int/Div — Buy — Note in VIII
T.Rowe Price Inst Mid-Cap Equity Growth — Int/Div
Ishares MSCI EAFE Value Index Fund — Int/Div — Sold
Vanguard Short Term Bond Fund — Int/Div
Vanguard Total Bond Market ETF — Int/Div
Vanguard Total World Fund ETF — Int/Div — Buy (add'l)
Vanguard CRSP US Small Cap Value Ind — Int/Div
ALPS Fund Aspen Managed Futures — Int/Div
American Century Global Real Estate Inst — Int/Div — Sold
Calamos Evolving World Growth — Int/Div — Sold
Fidelity Funds New Markets Inc — Int/Div
JP. Morgan Strategic Income Opportunity Fund Select — Int/Div
T.Rowe Price Value Fund — Int/Div — Sold (part)
Templeton Emerg Markets Small Cap ADV — Int/Div
Templeton Global Total Return Fund ADV — Int/Div — Sold (part)
Thomburg L1D-Term Inc Inst) — Int/Div
Amazon Company. Inc — Int/Div
Alphabet. Inc — Int/Div
Google — Int/Div
Medtronic. Inc — Int/Div
SPDR Global Real Estate ETF — Int/Div — Buy (add'l)
Vanguard Int'l Bond Index E11 — Int/Div — Buy
IShares Edge MSCI MIN VOL USA ETF — Int/Div — Buy
Vanguard CRSP US Large Cap Value Ind — Int/Div
ALPS Fund Aspen Managed Futures — Int/Div
MJ Holding Company (See Expl in Section vith — Distribution — Distributed
Property # 2. Napoleonville. LA — None
Property # 4. Napoleonville. LA — None
Property # 5, Napoleonville, LA — None
DFA Int'l Core Equity Portfolio — Int/Div — Buy
Vanguard Inflation - Protected Sec Admiral — Int/Div
Edward Jones MM Cash Account — Int/Div
TDAM Municipal Portfolio Class A Cash — Int/Div — Buy (add'l)
FDIC InsuredDeposit Account Cash — Interest — Buy (add'l)
Origin Bank MM — Interest — Sold (part) — note st VIII
Bossier Parish, LA Sch Distr GO 3.375% xX) — Interest
Charles Schwab MM (X) — Interest
Tesla Motors. Inc. (X) — Int/Div
Calamos Evolving World Growth A (X) — Int/Div
Templeton Emerging Markets Small Cap A (X) — Int/Div
Petroquest Energy. LLC Royalty Interest X) — Royalty
Baton Ruge, LA East Baton Rouge Property, Rental Property (X) — Rent — Open — Note at VIII
Baron Emerging Market Fund, Instl — Int/Div — Buy
DFA Real Estate Securities Portfolio — None — Note at VIII
DFA International Real Estate — None — Note at VII
DFA US Large CAP Value — None — Note at VII
DFA Emerging Market Small CAP — None — Note at VII
DFA US Small Cap Value — None — Note at VII
DFA Int'l. Small Company Portfolio — None — Note at VII
DFA Emerging Market Core Equity — None — Note at VIII
DFA US Large Company Portfolio Inst — None — Note at VIII
Parner, MJ Holding Company. Liquidated in 2016
Part VII

# 11 On July 1.2015. | share of chemours was spun off for every 5 shares held in DuPont. It was not reported in the 2015 report.

# 12 On 5/18/2016. Charter Communications combines with TimeWamer Cable to produce Charter Communications New "A".

13 Lands End stock was not listed by former preparer although it was inherited as part of an IRA in 2014.

# 14 Waste Management stock was part of an inherited IRA acccount and was not listed in prior years.

# 15 Baron Emerging Market Retail was purchased in 2 increments: $13.200 on 8/24/16 and $15.000 on 8/25/16

# 35 Telesites S A B DE C V SHS : This security was purchased in 2015 but not listed in the 2015 report

# 54 On November 1. 2016 Yum Brands Spun off Yum China Holdings. Inc. Shareholders received 1 share of Yum China Holidings for each share of Yum

Brands held as of October 19, 2016. The cost basis of Yum China Holdings is one-half the basis in Yum Brands at that date,

# 55 See note above,

# 89 Origin Bank had 2 sales of money market funds - 1/20/16 for 63.48 and 4/7/16 for 6.000,

#05 In 2015 PetroQuest was not reported by prior preparer. In 2016 the income is sufficient to merit reporting.

#96 Property had been owned for many years for personal use but became rental property in 2016.

# Rows 98 - 105 contain components of the 401(k) PS Plan and Trust J. These assets produced no dividends or income of any kind and no distributions

have been made during 2016. The only change from prior years is the unrealized capital gains or losses that are not considered to be income according to the

Committee in Financial Disclosure.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7589. Public record. Not legal advice.
