# Amy Berman Jackson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7813

## Record

- **Judge:** Amy Berman Jackson
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 12

## Text

46 — None — Sold
Capital One — Interest
DC College Savings Plan 17+ — None
DC College Savings Plan 17+ — None
Wells Fargo bank account — Interest
SCHAWBE INVESTMENTS:
ABEMX — Int/Div
AEDYX — Int/Div
BPIRX — None — Sold (part)
CAMYX — Int/Div — Buy
10. — Distribution
DFTCX ** — Int/Div — Buy (add'l)
12. — Distribution
EMVIX ** — Int/Div
FPACX (formerly FPC1Z) — Int/Div — Sold (part)
15. — Distribution
FPNIX — Int/Div — Buy
FSIC — None — Buy
GLRIX — Int/Div
19. — istmbution
HLEMX — Int/Div
ISTIX — Distribution — Sold (part)
LLDYX — Int/Div — Sold (part)
MICSX — Int/Div
24 — Distribution
MWCIX — Int/Div — Buy (add'l)
26 — Distribution
SGUX — Int/Div — Sold (part)
28 — istmbution
SWGXX (Schwab Money Market) — Int/Div
1eEIZ — Int/Div
USSCX ** — Distribution
VDIGX — Int/Div
13 — istnbution
13 — Int/Div — Buy (add'l)
13 — Buy (add'l)
13 — Buy (add'l)
13 — Sold
VSCSX — Int/Div — Buy (add'l)
VSCSX — Int/Div — Buy (add'l)
VSCSX — Buy (add'l)
VSCSX — Buy (add'l)
VSCSX — Sold (part)
VUSFX — Int/Div — Buy
WABIX — Int/Div
WHGIX — Int/Div
46 — Distribution
HIMEX — None — Sold
761 16EFPO — None — Sold
S10.
MERRILL LYNCH INVESTMENT ACCOUNT:
ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest
Cecil Cnty MD — Interest
ABALX exchanged for GFFFX ** — Int/Div — Sold
GFFFX** — Int/Div — Buy
AGTHX — None — Sold
LGVAX — None — Sold
ETHSX — None — Sold
ETHSX — Int/Div — Buy
MADVX — Int/Div — Buy
MADVX — Int/Div — Buy
MADVX — Int/Div — Buy
BPIRX — None — Buy
BSHX — Int/Div — Buy
BEEIX — Int/Div — Buy
FPACX — Int/Div — Buy
MALOX — Int/Div — Buy
SRVEX — Int/Div — Sold
MCLOX — None — Sold
FNMA — Interest
Sevier Cnty — Interest
BRKB — None
FBTAX — None — Sold
FBTAX — Int/Div — Sold
FBTAX — Int/Div — Sold
SGOVX — None — Sold
NSTAX — Int/Div — Sold
ETGIX — None — Sold
MERRILL LYNCH INHERITED IRA
ML Bank Deposit - FIA Card/BoA RASP — Interest
Goldman Sachs Group — Interest — Redeemed
ABALX — Int/Div — Sold
ABALX — Int/Div — Buy
AGTHX — None — Sold (part)
AGTHX exchanged fo GFFFX ** — Sold
GFFFX ** — Int/Div — Buy
BEEIX — Int/Div — Buy
BPIRX — None — Buy
BSHX — Int/Div — Buy
CVTRX — Int/Div — Sold
ETHSX — None — Sold
FABLX — Int/Div — Sold
LGVAX — None — Sold
MADVX — Int/Div — Buy
MDLOX — None — Sold (part)
MDLOX exchanged for MALOX ** — None — Sold
MALOX ** — Int/Div — Buy
OEGAX — None — Sold
OEGAX — Int/Div — Buy
SGOVX — None — Sold
SRVEX — Int/Div — Sold
SRVEX — Int/Div — Buy
Autumn Woods Limited Partnership (X) — Rent
Concerning VII. Investments and Trusts:

== The TD Bank Savings Account that appeared on line 2 of my 2016 FDR was individually owned by a Jif who was no longer dependant in 2016, so it did not

need to be listed in 2016 and need not be listed in 2017.

= The State of Israel Bonds that appeared on line § of my 2016 FDR matured in 2016, so | no longer owned any of them in 2017, and they provided no income in

2017.

-- Line 11: DFTCX was madvertently left off my 2016 FDR. It should have appeared as follows

INCOME DURING 2016

AMOUNT CODE: A TYPE: Dividend

AMOUNT CODE: A TYPE: Distribution

GROSS VALUE AT END OF 2016

VALUE CODE: L

VALUE METHOD TYPE:

TRANSACTIONS DURING 2016

TYPE: Buy

DATE: 01/05/2016 VALUE CODE: K

DATE: 12/29/2016 VALUE CODE: K

TYPE: Buy (add'l)

TYPE: Buy (add'l)

DATE: 12/29/2016 VALUE CODE: K

== Line 13: EMVIX was inadvertently left off my 2016 FDR. It should have appeared as follows

INCOME DURING 2016

AMOUNT CODE: None TYPE: None

GROSS VALUE AT END OF 2016:

VALUE CODE: K

VALUE METHOD TYPE: T

TRANSACTIONS DURING 2016

TYPE: Buy

DATE: 092122016 VALUE CODE: K

= Line 31: USSCX was inadvertently left off my 2016 FDR. It should have appeared as follows:

INCOME DURING 2016

AMOUNT CODE: A TYPE: Distribution

GROSS VALUE AT END OF 2016

VALUE CODE: K

VALUE METHOD TYPE: T

TRANSACTIONS DURING 2016

DATE: 09/21/2016 VALUE CODE: K

TYPE: Buy

-- Lines 55 & 56: ABALX was exchanged for GFFFX on 5/30/17. That exchange is reported as a Sold of ABALX on line 55 and a Buy of GFFFX on line 56.

= Line 85: AGTHX was sold partially on 5/26/17. That transaction appears #s Sold (Part) on line 85.

Lines 86 & 87: The rest of AGTHX was exchanged entirely for GFFFX on 5/30/17. That exchange is reported as a Sold of AGTHX on line 86 and a Buy of

GFFFX on line 87.

== Line 96: MDLOX was sold partially on 5/26/17, That transaction appears 4s Sold (Part) on line 96.

Lines 97 & 98: The rest of MDLOX was exchanged entirely for MALOX on 5/30/17. That exchange is reported as a Sold of MDLOX on line 97 and a Buy of

MALOX on line 98.

== Line 101: Autumn Woods Limited Partnership (Maryland real estate investment) - partnership owns an apartment building in Howard County, Maryland. The

value is not based on a formal appraisal but on an internal evaluation prepared by the comptroller of Starch Realty, which manages the property. The income

represents my share of the rental income from the property.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7813. Public record. Not legal advice.
