# Susan V Kelley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7852

## Record

- **Judge:** Susan V Kelley
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 9

## Text

Brokerage Account
Wells Fargo Large Co Core-Ilnv Fund — None
Wells Fargo Advantage Large Company Growth — None
Wells Fargo Advantage Opportunity Inv — None
BMO Harms Bank Account — Interest
Mutual of Omaha Whole Life Insurance Policies — Interest
UBS Retirement Account
IShares U.S. Technology ETF — None
IShares Trust Russell 2000 Index Fund — None
IShares Trust U.S. Basic Materials Sectr Index Fund — None
IShares US Consumer Services Sector Index Fund — None
IShares Trust US Energy Sector Index Fund — None — Sold
IShares Inc MSC EMU Index Fund — None
IShares Trust Russell Midcap Index Fund — None
IShares Trust S&P Latin America 40 Index Fund — None
IShares MSCI Emerging Markets Index Fund — None
IShares Tr MSCI All Ctry Asia EX Japan Index — None
SPDR S&P Emerging Europe ETF — None — Sold
Guggenheim Solar ETF — None
IShares MSC Japan ETF — None — Sold
IShares Cohen & Steers REIT ETF — None — Sold
Deutsche X-trackers Harvest — None — Buy
Energy Sector SPDR Trust — None — Buy
Shares US Oil & Gas Explore & Prod Trust — None — Buy
IShares US Oil Equipment & Ser. Trust — None — Buy
Nationwide Future Venue Annuity
Drey Stk Indx SVC — None
Fuklntvipt Tmp Forgn Vip 3 — None
Foklntviptinklnsmep Val Vip 2 — None
Virent 401K Great West Retirement Services
Dodge & Cox Intemational Stock — None
Artisan Mid Cap Inv — None
T. Rowe Price Blue Chip Growth — None
Vanguard Large Cap Index Signal — None
William Blair Bond — None
Wisconsin Retirement Emplovee Trust Fund — None
Virent Energy Systems, Inc. Common Stock — None
Procomp 401K
PIMCO Core Plus Bond — None — Sold
Principal LifeTime 2020 — None — Sold
Goldman Sachs MidCap Value — None — Sold
Principal Global Advisors SmallCap Blend — None — Sold
Morgan Stmley IRA
Franklin India Growth — None — Buy
JP Morgan Growth Adv. ( — None — Buy
Morgan Stanley Inv. Acct
National Gen'l Holdings Corp — None — Buy
UNT AAM Global Tech/151 — None — Buy
UNT AAM Nasdagq 50 Index 2015-2 — None — Buy
UNT AAM European Select 2015-1Q — None — Buy
UNT AAM Healthcare Opportunities 2018-1 — None — Buy
UNT AAM Global Basic Materials 15-1 — None — Buy
Reimbursement — American Bankruptcy Institute — &l-6/13 — Traverse City, M1 — Bankruptcy Seminar — two mights hotel, artare, meals
Reimbursement — Consumer Bankruptcy Attorneys
Income — 2015 — Wolters Kluwer Law & Business, book royalties — $30,076.77
Spouse's income — 2015 — Self-employed (Consultant)
111 - Wolters Kluwer Royalties paid April and September 2015. Amount given is total annual royalties.

VII = ProCorp IRA was rolled over to Morgan Stanley, New Morgan Stanley Investment Account in 2015 funded by inheritance

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7852. Public record. Not legal advice.
