# Jeremy D. Fogel

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7607

## Record

- **Judge:** Jeremy D. Fogel
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

Morgan Stanley brokerage account (assets listed below)
Vanguard Consumer Dsc ETF — Int/Div
Vanguard Financials ETF — Int/Div
Vanguard Small Cap ETF — Int/Div
Vanguard Mid-Cap ETF — Int/Div — Sold (part)
Shares S&P 500 Growth ETF — Int/Div
IShares S&P S00 Value ETF — Int/Div
IShares Select Dividend ETF — Int/Div
Vanguard F1SE Developed Mkts E — Int/Div
Vanguard FTSE Emerging Markets — Int/Div
IShares Nat Amt-Fre Mun Bd ETF — Int/Div — Sold (part)
Wisdomtree Trust Japan Hedge EQ — istmbution — Sold
IShares Interim Credit Bd ETF — Int/Div
EV ADV Floating Rate — Int/Div
Western Asset Muni High Inc — Int/Div — Sold (part)
Morgan Stanley Bank — Interest
DC College Savings Plan (assets listed below Kx Msee Part VII
DC College Savings 2031 Portfolio — Int/Div — Buy
Morgan Stanley IRA#1 (assets listed below
Morgan Stanley Bank(x) (see note 2, part VIII in 2015 report) — Interest
Vanguard Consumer Dsc ETF — Int/Div
Vanguard Financials ETF — Int/Div
Vanguard Small Cap ETF — Int/Div
Vanguard Mid-Cap ETF Index — Int/Div
IShares S&P S00 Growth ETF — Int/Div
IShares S&P Value ETF — Int/Div
IShares Dividend Appreciation (previouly Select Dividend ETF) — Int/Div
Vanguard FTSE Developed Mkts E — Int/Div
Vanguard FTSE Emerging Markets — Int/Div
Wisdomtree Trust Japan Hedge — Distribution — Sold
IShares Interim Credit Bd ETF — Int/Div
Spdr Barclays Capital High Yield — Int/Div
EV Adv Floating Rate — Int/Div
Industrial Sel Sec Spdr Fd(x) — Int/Div — Buy
Morgan Stanley IRA#2 (assets listed below)
Morgan Stanley Bank(x) (see note 2, part VIII in 2015 report) — Interest
Vanguard Consumer Dsc ETF — Int/Div
Vanguard Financials ETF — Int/Div
Vanguard Small Cap ETF — Int/Div
Vanguard Mid-Cap ETF Index — Int/Div
IShares S&P Growth ETF — Int/Div
IShares S&P Value ETF — Int/Div
IShares Select Dividend ETF — Int/Div
Vanguard FTSE Developed Mkts E — Int/Div
Vanguard FTSE Emerging Mkts — Int/Div
Wisdomtree Trust Japan Hedge EQ — Distribution
IShares Interim Credit Bd ETF — Int/Div
Spdr Barclays Capital High Yield — Int/Div
EV Adv Floating Rate — Int/Div
Trust #1 (assets listed below)
Doubleline Fds Total Return Bd Fd — Int/Div
Pioneer Ser Tr VI Flig Rate Fd — Int/Div
Templeton Income Tr Global Bd FD — Int/Div
Intel Comp — Int/Div
Potash Corp. of Saskatchewan — None
Realty Income REIT — None
Teradata Corp — None
Transocean Ltd. Ordinary Shares — None
Pointright Holdings, Inc — None
Rental property--Santa Clara County, CA — Rent
Two undeveloped lots--Placer County, CA — None
Agreement — 19/30/81 — Cahforma Judicial Retirement System: entitled to receive approximately 61% of the current salary of a Cahtorma Superior Court Judge
Liability — Morgan Stanley(x) — Liquidity Access Line of Credit
Reimbursement — Association of Amencan Law Schools — January 8-9 — New York, NY — Panclist at conference — Transportation, meals and lodging
Reimbursement — The American Legal System
Reimbursement — Academy of Court-Appointed } Masters — March 31-Apnil — Atlanta, GA — Presenter at conference — Transportation, meals and lodging
Reimbursement — Federal Circuit Bar Association — June 23-25 — Nashville, TN — Presenter at conference — Transportation, meals and lodging
Income — 2016 — Califorma Judicial Retirement System — $107,730.66
The investment listed at line 17 of Part VII is a Section 529 plan for a family member. The only asset of the fund identified in the annual and quarterly reports |

receive from the plan is listed on line 18, 1 have no control over or knowledge of the underlying contents of the DC College Savings 2031 Portfolio. The reports

1 have received contain the following statement; "The Plan's Portfolios invest in: (i) exchange-traded funds, (ii) mutual funds and (iii) a funding agreement,

Investments in The Plan are municipal securities that will vary with market conditions,”

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7607. Public record. Not legal advice.
