# Kathleen Kerrigan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7634

## Record

- **Judge:** Kathleen Kerrigan
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 13

## Text

Schwab Roth Contributory IRA — Int/Div
Janus Fund
Schwab IRA Rollover — Int/Div
Schwab Cash Reserves — Sold (part)
Janus Fund — Sold
PONDX Pimco — Buy
LISOX Lazard — Buy
SFLNX Schwab Fundamental large — Buy
SFSNX Schwab Fundamental small — Buy
Schwab One Account 21 (H)
Janus Fund — Int/Div
Baker & Hostetler retirement account — Int/Div
Fid Growth Co K
PIM Total Rt Inst — Sold
MetWest Tot Rim Bd — Buy
Spartan 500 Index
Baker & Hostetler Composite Fund
WFA Govt Securities
Schwab Muni account (H)
Arizona St Transn $%/23 — Interest
Austin Tex Wir & WA 5%22 — Interest
Califorma ST S%24 — Interest
Fairfax County §%22 — Interest
Energy Northwest WA 5%21 — Interest — Sold
Florida ST Brd Ed 5%25% — Interest — Sold
Long Island PWR AUTS%/19 — Interest — Sold
Lousiana PUB FACS 5%19 — Interest — Sold
Lower Col River $%21 — Interest
Miami-Dade CNTY FLA $%/22 — Interest
Michigan St Hosp. FI $%25 — Interest
Michigan ST Trun 5.25%21 — Interest
MN ST GEN FD 5%26 — Interest — Buy
New Jersey Economic 5%26 — Interest
New Jersey Tumpike 5%30 TPK — Interest — Buy
Nev York NY 5%22 — Interest
New York NY 5%23 — Interest
New York St Dorm 5%23 — None — Buy
Norfolk VA Wir Rev 5%20 — Interest
Norfolk VA Wir REv 5%623 — Interest
North Carolina Mun 5%/24 — Interest
Richmond VA Pub — Interest
San Fransico Calf $%23 — Interest
South Carolina Tran 5%21 — Interest
Virgima College BL 5%19 — Interest — Sold
Virginia College Bl 5%20 — Interest
Virginia Commonwealth TR 5%24 — Interest
Virginia ST PUB BLD 5%21 — Interest
Virginia St. PUB Bldg 5%24 — None — Buy
Virginia ST PUB SCH 5%20 — Interest
Virginia ST RES AUT 5%20 — Interest — Sold
Virginia ST RES AUT 5%20 — Interest
Virginia ST. RES AUT 5%20 — Interest
Virginia ST RES Aut 5%21 — Interest
Virginia ST RES Aut 5%22 — Interest
Virginia ST RES Aut 5%26 — Interest — Buy
Virginia St Res Aut $%26 — Interest
Schwab 1 Account £ 2 (H)
JP Morgan Chase common stock — Int/Div
Walgreen Company common stock — Int/Div
Schwab Cash Reserves — Int/Div
Templeton Dragon Fund — Int/Div
PIMCO Total Return Fund — Int/Div
Matthews India Fund — Int/Div
Schwab Total Stock Mkt — Int/Div
Vanguard Value Index — Int/Div
Yacktman Fund — Int/Div
ISHARES MSCI CDA IDX FD — Int/Div
SCHW INTL EQ ETF — Int/Div
Oppenheimer Equity — Int/Div
Schwab Rollover IRA #2 — Int/Div
Templeton Dragon Fund
PIMCO Total Return Fund
Blackrock Latin America
Matthews India Fund
Oppenheimer Equity Income Fund
Schwab Total Stock MKT
SCWINTL EQETF
Yacktman Fund
Schwab One Account 23 (H)
EGshares ETF Beyond BRICS — None — Buy
EGshares ETF Emerging Markets — None — Sold (part)
IShares AAA Rated corporate bond (ETF) — Int/Div — Buy (add'l)
IShares Gold Trust — None — Buy (add'l)
Ishares MSCI Germany — Int/Div — Sold (part)
Ishares MSCI Germany — Sold (part)
IShares MSCI HK IDX FD — Int/Div — Sold (part)
ISHARES RUSEELL 2000 — Int/Div — Sold (part)
ISHARES MSCL UTD KINGDOM — Int/Div — Sold
Shares TR Bond (Barclays) — Int/Div — Sold (part)
Shares TR Bond (Barclays) — Buy
Pimco ETF High Yield Corporate — Int/Div — Sold
Pimco ETF High Yield Corporate — Buy
POWERSHS DB Commodity Index — None — Sold (part)
POWERSHS DB Commodity Index — Buy (add'l)
Power SHS S&P ETF 500 — Int/Div — Sold (part)
PowerSHS OOO Trust SER — Int/Div — Sold (part)
PowerSHS OOO Trust SER — Buy (add'l)
PowerSHS OOO Trust SER — Sold (part)
SPDR S&P SOO ETF TR — Int/Div — Sold (part)
Vanguard DIV Appreciation — Int/Div — Buy (add'l)
Vanguard DIV Appreciation — Sold (part)
Vanguard Charlotte ETF — Int/Div — Buy
Vanguard MSC Emerging — Int/Div
Vanguard MSCI EAFE ETF (VEA)Deveoped markets — Int/Div — Buy (add'l)
Vanguard REIT — Int/Div — Buy (add'l)
Vanguard Total Stock MKT — Int/Div — Sold (part)
Vanguard Int. Equity — Int/Div — Buy (add'l)
Vanguard FTSE Emerging — Int/Div
Widsomtree Asia ETF Local Debt Fund — Int/Div — Sold (part)
Schwab Cash Reserves — Int/Div
Windsom Trust Brazil — None — Sold
Windsom Trust JPN Hedge Equity — None — Sold
Windsom Trust JPN Hedge Equity — Sold (part)
Windsom India Earning — Int/Div — Buy
Schwab High Yield Investor Savings (closed( — Interest
DWS Large Cap Value Fund-S — Int/Div
Bank of America Series of accounts — Interest
American Express Savings Account — Interest
Capitol One Savings Account — Interest
Discover Bank Savings Account — Interest
EDSC Limited Partnership — Rent
122 — Interest
NSP Limited Partnership — Reat
VSSC Limited Partmership — Rent
THSC Limited Partnership — Rent
Falstafff Center LLP — None
PHSA Medical Center LLC — Rent
128. — Interest
Valley Ranch Investors LLC — None — Buy
Adpunct Faculty, Georgetown University Law Center
Agreement — 1998 — Baker & Hostetler LLP 401(k) and 401(a) plan with former law { irm (Repported in Part VII) All in one account managed by Fidelity and allowed to select from
Agreement — 2 — certain investments. Also, have option of rolling over into an IRA
Income — 2014 — Georgetown Universtily Law Center- teaching — S5.000.00
Spouse's income — 2014 — Core Media Incorporated Salary
In Part VIL. Investments and Trusts, lines 121 through 129 are all limited partnership mvestments in real estate.

In Past VII Investments and Trusts, lines 19-56 are tax exempt bonds in a Schwab account mannaged by GW&K investment management

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7634. Public record. Not legal advice.
