# Jonathan Feldman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7716

## Record

- **Judge:** Jonathan Feldman
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 15

## Text

BANK OF AMERICA — Interest
BROKERAGE ACCOUNT #1 (H)
MERRILL EDGE MONEY MARKET {CASH ACCOUNT) — Interest
ALPHABET INC SH CL C (GOOG) — None
ALPHABET INC SH CL A (GOOGL) — None
POWERSHARES QQQ TRUST SE (QQQ) — Int/Div — Buy (add'l)
IEC ELECTRS. CORP. NEW (IEC) — None — Sold (part)
PAYPAL (PYPL) — None
AMERICAN CENTURY EQUITY INCOME FUND INV CL (TWEIX) — Int/Div
HARBOR INTERNATIONAL MUTUAL FUND (HAINX) — Int/Div
TROWE PRICE EMERGING MARKETS STOCK FUND — Int/Div — Buy
VANGUARD TOTAL STOCK MKT ETF (VThH — Int/Div — Buy (add'l)
VANGUARD DIVIDEND APPRECIATION ETF (VIG) — Int/Div
VANGUARD HIGH DVD YIELD ETF (VYM) — Int/Div
VANGUARD HEALTH CARE FUND INV CL IVGHCX) — Int/Div
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) — Int/Div — Buy (add'l)
VANGUARD NY LONG TERM TAX EXEMPT I(VNYTX) — Int/Div — Buy (add'l)
VANGUARD NY LONG TERM TAX EXEMPT I(VNYTX) — Buy (add'l)
VANGUARD WELLESLEY (VWINX) — Int/Div
IRA #1 (H)
BANK OF AMERICA (CASH) (Y)
FIRST EAGLE OVERSEAS CL 1(SGOIX) — Int/Div
OPPENHEIMER DEVELOPING MARKETS (ODMAX) — Int/Div
POWERSHARES EM SOVEREIGN BOND (PCY) — Int/Div
T. ROWE PRICE EMERGING MARKETS STOCK FD RETAIL (PRMSX) — Int/Div — Buy (add'l)
VANGUARD REIT ETF (VNQ) — Int/Div
VANGUARD TOTAL INTL BOND ETF (BNDX) — Int/Div
IRA #2 (H)
OPPENHEIMER DEVELOPING MARKETS FDCL (ODMAX) — Int/Div
VANGUARD WELLESLEY INCOME FUND CL INV(VWINX) — Int/Div
VANGUARD BALANCED INDEX FUND INV CL {(VBINX) — Int/Div
VANGUARD REIT ETF (VNQ) — Int/Div
IRAZ3 (MH)
COLUMBIA ACORN INTERNATIONAL CLZ(X) — None — Sold
DOUBLELINE TOTAL RETURN BOND FDCL IX) — None — Sold
TRUST #1 (H) (non-exempt)
PNC GOV'T MONEY MARKET (CASH) x) — Interest
GOVERNMENT NATL MTG ASSN POOL #593248 (36201UBRAV (XD) — None — Sold
PNC GOVERNMENT MRTG FD (PTGIX) 1X) — Int/Div — Sold (part)
TEMPLETON GLOBAL BOND FUND AD (TGBAX) (XD) — Int/Div — Sold (part)
VANGUARD FUNDS INTER-TERM (VWILXH (XD) — Int/Div — Sold (part)
ABBOTT LABORATORIES INC (ABT) xX) — None — Sold
ABBVIE INC (ABBV) (X) — None — Sold
AMGEN INC(AMGNI (XD) — None — Sold
BRISTOL MYERS SQUIBB CO (BMY) xX) — None — Sold
COCA COLA CO(KOY(X) — None — Sold
COLGATE-PALMOLIVE CO(CLY(X) — None — Sold
DUPONT E DE NEMOLRS & CO (DD) (xX) — None — Sold
DUKE ENERGY HOLDING CORP (DUK) (xX) — None — Sold
EXXON MOBIL CORP (XOM(X) — None — Sold
HOME DEPOT INC (HD) (X) — None — Sold
HONEYWELL INTL INC (HON (XD) — None — Sold
INTERNATIONAL BUSINESS MACHS (IBM) (X) — None — Sold
JPMORGAN CHASE & CO (JPM (X) — None — Sold
KIMBERLY-CLARK CORP (KMB)(X) — None — Sold
MICROSOFT CORP (X) — None — Sold
NORTHROP GRUMMAN CORPORATION (NOCH IX) — None — Sold
PROCTER & GAMBLE CO(PGHY IX) — None — Sold
QUALCOMM (QCOM)(X) — None — Sold
SCHLUMBERGER LTD (SLB) (X) — None — Sold
WELLS FARGO & COMPANY (WFC) (X) — None — Sold
ISHARES MSC EAFE ETF (EFA (X) — None — Sold
ISHARES RUSSELL MID-CAP (IWR) (X) — None — Sold
ISHARES RUSSELL 2000 (1IWM) (X) — None — Sold (part)
ISHARES RUSSELL 2000 (1IWM) (X) — Sold
ISHARES TIPS BOND ETF (TIM) — Int/Div — Buy
ISHARES TIPS BOND ETF (TIM) — Sold
VANGUARD CONSUMER DISCRETIONARY (VCR) (X) — None — Sold (part)
VANGUARD CONSUMER DISCRETIONARY (VCR) (X) — Sold
TRUST £2 (H)
ISHARES TIPS BOND EIF (TIM — Int/Div — Buy
ISHARES TIPS BOND EIF (TIM — Sold (part)
POWERSHARES TAXABLE MUNICIPAL BOND — Int/Div — Buy
DODGE & COX INCOME FUND (DODIXHHX) — Int/Div — Buy (add'l)
DODGE & COX INCOME FUND (DODIXHHX) — Sold (part)
METROPOLITAN WEST UNCONSTRAINED BOND — Int/Div — Buy
TROWE PRICE HIGH YIELD (PRHYX) XxX) — Int/Div
TEMPLETON GLOBAL BOND FUND AD (TGBAX)(X) — Int/Div
VANGUARD FUNDS INTER-TERM (VWILXH (XD) — Int/Div
VIRTUS SEIX FLOATING RATE HIGH INCOME (X) — Int/Div
MEDTRONIC PLC (MDTHY(X) — None — Sold
ABBOTT LABORATORIES INC (ABT) (xX) — None
ABBVIE INC (ABBV) (X) — None — Sold (part)
AMERICAN EXPRESS CO AXP (X) — None — Sold
AMGEN INC(AMGNIH(X) — Int/Div — Sold (part)
AUTOMATIC DATA PROCESSING INC (ADPYVX) — None — Sold (part)
BRISTOL MYERS SQUIBB CO (BMY) xX) — None — Sold (part)
CDK GLOBAL INC (X) — None — Sold
COCA COLA COKOY IX) — Int/Div — Sold (part)
DOWDUPONT INC (DWDPY (XD) — Int/Div — Distnibuted
DUKE ENERGY HOLDING CORP (DUK) xX) — Int/Div — Sold (part)
EXXON MOBIL CORP (XOM) (X) — Int/Div — Sold (part)
GENERAL ELECTRIC CO(GE) (X) — None — Sold (part)
GENERAL ELECTRIC CO(GE) (X) — Sold
HOME DEPOT INC (HD) (X) — Int/Div — Sold (part)
HONEYWELL INTL INC (HON) (XD) — Int/Div — Sold (part)
INTERNATIONAL BUSINESS MACHS (IBM (X) — Int/Div — Sold (part)
JPMORGAN CHASE & CO (JPM) (X) — None — (part)
KIMBERLY-CLARK CORP (KMB)(X) — None — Sold (part)
MICROSOFT CORP (MSFT (X) — Int/Div — Sold (part)
PROCTER & GAMBLE CO(PGH (IX) — None — Sold (part)
QUALCOMM (QCOM) (X) — Int/Div — Sold (part)
SCHLUMBERGER LTD (SLB) (X) — None — Sold (part)
WELLS FARGO & COMPANY (WFC) (X) — Int/Div — Sold (part)
ISHARES MSCI EMERGING MARKETS (EEM) (X) — Int/Div — Sold (part)
ISHARES MSC1 EAFE ETF (EFA IX) — Int/Div — Sold (part)
ISHARES RUSSELL MID-CAP (IWR (X) — Int/Div — Sold (part)
ISHARES RUSSELL 2000 (IWM)Y (X) — Int/Div — Sold (part)
ISHARES RUSSELL 2000 (IWM)Y (X) — Sold (part)
VANGUARD CONSUMER DISCRETIONARY (VCR (IX) — Int/Div — Sold (part)
MAINSTAY EPOCH GLOBAL EQUITY (EPSYX)(X) — Int/Div — Sold (part)
TRUST £3 (H)
FEDERATED GOVERNMENT OBLIGATIONS FUND - PRM (XO(Y)
FFCB (cash accounts) (X)(Y)
AT&T INC(X)(Y)
APPLE INC (X)(Y)
AUTOMATIC DATA PROCESSING (X) wy)
DOMINION ENERGY INC(XO(Y)
DOWDUPONT INC (XY)
DUKE ENERGY CORP (XH) (Y)
EMERSON ELECTRIC COX) (Y)
ENBRIDGE INC 290 (XJ) (Y)
EXXON MOBIL CORP (X)(Y)
GENUINE PARTS COX) (Y)
HONEYWELL INTERNATIONAL INC (XY)
ILLINOIS TOOL WORKS (X)(Y)
IBM CORP (X)(Y)
JP MORGAN CHAS & COX tY)
JOHNSON & JOHNSON (X)(Y)
KIMBERLY-CLARK CORP (X)(Y)
ELILILLY & COW/I RT/SH (X)(Y)
MCDONALDS CORP (XX) (Y)
MERCK & CO INC(X)(Y)
PEPSICO INC (X)(Y)
PFIZER INC (X)(Y)
SOLTHERN COX) (Y)
SYSCO CORP (X)(Y)
TRAVELERS COS INC(X) (Y)
USBANCORP(X)(Y)
UNITED TECHNOLOGIES CORP (XY)
FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND (XJ) (Y)
FEDERATED SHORT TERM INCOME FUND - CLASS Y(XO(Y)
FEDERATED TOTAL RETURN BOND FUNDXI(Y)
ISHARES RUSSELL MID-CAP ETF (X) {Y)
FRANKLIN TEMPLETON GLOBAL BOND FUND - ADVISOR CLASS (XJ) (Y)
VANGUARD REIT FUND(X) (Y)
WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (XJ UY)
TRLST #4 (H)
ISHARES CORE S&P TOTAL US STOCK MARKET ETF — Int/Div — Buy
TRLST #5(H)
ISHARES CORE S&P TOTAL US STOCK MARKET ETF — Int/Div — Buy
ESTATE 21 (H)
COLUMBIA ACORN INTERNATIONAL CLZ(X) — None — Sold
VANGUARD EQUITY INCOME INVESTOR CL (X) — None — Sold
VANGUARD GNMA INVESTOR CL(X) — None — Sold
Board Member, Jewish Senor Lite
Adpunct Professor, Comell Law School
Gift — Josephme M, Infantino — Painting — $4,000.00
Income — 27 — Cornell Law School, Salary — S10.000.00
Spouse's income — 2017 — Brighton Central School District, Salary/Consultant
Spouse's income — 2007 — State of NY (Defined Benefit Pension Plan)
Part IV: Comell Law School also reimbursed me for mileage between Rochester, NY and Ithaca, NY on August 24 and 31, September 7, 14, 21, and 28,

October §, 19, and 26, und November 2, 9, and 30, 2017, related to my teaching activities. The amounts in question are below the reporting threshold, but

they are noted because they are from the same source as the reportable reimbursement identified on line 1.

All reportable assets from Trust #1, Trust #2, and Estate #1 are listed in Part VIL

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7716. Public record. Not legal advice.