# Paul L. Friedman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8194 ## Record - **Judge:** Paul L. Friedman - **Year:** 2011 - **Report type:** Annual - **Pages:** 16 ## Text SEE PART VIII - ASSET ORDER SLIGHTLY CHANGED LISTED INVESTMENT FUNDS: BROKERAGE ACCOUNT Gabelli Small Cap Fund — Int/Div Gabelli Asset Fund — Int/Div Harbor Intemational — Int/Div Fidelity Spartan Tax Free Bond Fund — Int/Div — Buy (add'l) Fidelity Spartan Tax Free Bond Fund — Sold (part) iShares Russell 1000 Value Index Fund — Int/Div — Sold iShares Cohen & Steers Realty Majors Index Fd — Int/Div iShares Russell 1000 Growth Index Fund — Int/Div iShares Russell 2000 Growth Index Fund — Int/Div iShares Russell 2000 Value Index Fund — Int/Div Vanguard Intermediate Tax Exempt Fund — Int/Div — Sold Vanguard Short Term Tax Exempt Fund — Int/Div — Buy (add'l) Vanguard Short Term Tax Exempt Fund — Sold (part) Vanguard Short Term Tax Exempt Fund — Buy (add'l) Vanguard Short Term Tax Exempt Fund — Buy (add'l) Vanguard Short Term Tax Exempt Fund — Sold (part) Brown Capital Mgmt Small Company Fd — None Perkins Mid Cap Value Fund — Int/Div Royee Special Equity Fund — Int/Div Eaton Vance Parametric Fund — Int/Div SPDR S&P Dividend Fund — Int/Div — Buy IRA ACCOUNT #1 — Int/Div T. Rowe Price Equity Income Longleaf Partners Longleaf Partners Small Cap Fd PIMCo Real Return Schwab Money Market Fd Morgan Stanley US RE American Funds EuroPacific Growth Fd. F T. Rowe Price Mid Cap Growth — Sold (part) Dodge & Cox Stock American Funds Growth Fund of America F — Sold PIMCo Total Return — Sold (part) PIMCo Total Return — Sold (part) PIMCo Total Return — Sold First Eagle Global Harbor Intemational Loomis Savles Investment Gr Bond Fd — Buy (add'l) Loomis Savles Investment Gr Bond Fd — Sold (part) American Fed Bank CD 3.00 01/09/13 Ohio Valley Bk CD 3.45% 07/15/14 Vanguard Short Term Federal Fd — Sold Columbia Value & Restructuring Fd — Sold Royoe Special Equity Fd T. Rowe Price Capital Appreciation Fd Vanguard PRIMECAP Core Fd Vanguard Small Cap Growth Index Fd Lazard Emerging Markets Fd PRIMECAP Odyssey Stock Fd Discover Bank CD 3.5% 05/13/14 The Delafield Fund — Buy Mendian Growth Fund — Buy T. Rowe Price Growth Stock Fund — Buy SPDR S&P Dividend Fund — Buy SPDR S&P Dividend Fund — Buy (add'l) US Treasury STRIP 0% 11/15/15 — Buy US Treasury STRIP 0% 11/15/16 — Buy US Treasury STRIP 0% 11/15/16 — Buy (add'l) US Treasury STRIP 0% 11/1517 — Buy Dodge & Cox Income Fund — Buy Loomis Sayles Bond Fund — Buy Loomis Sayles Bond Fund — Buy (add'l) Vanguard GNMA Fund — Buy IRA ACCOUNT #2 — Int/Div Schwab Money Market Fund T. Rowe Price Mid Cap Growth Fd — Sold (part) PIMCo Total Return — Sold (part) PIMCo Total Return — Sold (part) PIMCo Total Return — Sold Loomis Sayles Investment Gr Bond Fd — Sold (part) T. Rowe Price Growth Stock Fd American Funds EuroPacific Growth Fd — Sold (part) Columbia Value & Restructuring Fund — Sold GE Capital Fncl CD 5% 08/27/13 GE Money Bk CD 4.15% 12/18/12 Ohio Valley Bk CD 3.45% 07/15/14 Brown Capital Mgmt Small Company Fd Perkins Mid Cap Value Fd Royoce Special Equity Fund American Funds New World Fd First Eagle Global Discover Bank CD 3.5% 05/13/14 PIMCo Real Return Fd SPDR S&P Dividend Fund — Buy Dodge & Cox Income Fund — Buy Loomis Sayles Bond Fund — Buy Vanguard GNMA Fund — Buy Vanguard GNMA Fund — Buy (add'l) Vanguard Short Term Federal Fund — Buy Vanguard Short Term Federal Fund — Sold Vanguard Short Term Federal Fund — Buy Vanguard Short Term Federal Fund — Sold MONEY MARKET ACCOUNTS: T. Rowe Price Tax Exempt Fd — Interest Schwab US Treasury Money Fd — None TAX EXEMPT FUNDS - BROKERAGE ACCOUNT Will County 5.25% — Interest — Sold (part) Will County 5.25% — Sold Southern IL Univ 0% — None — Sold New York Thrwy 5.25% — Interest Anne Arundel Cnty 4.2% — Interest Mass Water Pollution 3.25% — Interest District of Columbia 3.25% — Interest — Buy New Hampshire Health 4.00% — Interest — Buy STOCK WARRANTS. 09, — None — Part VII INVESTMENT PARTNERSHIPS: EE — Interest — Part VII EE — Rent — Sold — Part VII EE — Rent — Sold — Part VII LIFE INSURANCE Security Mutual Life Ins. Co. of NY Universal Life Policy — Int/Div — Part VII Mass Mutual Life Ins Co — Int/Div — Part VII See attached Rider A Gift — See attached Rider C Agreement — See attached Ruder B Reimbursement — See artached Rider C Income — 2011 — Retirement Income Pension Plun Administered by State Street Retiree Service - Pension Plan — $15.7%9.00 FRIEDMAN, PAUL L. 5/10/12 RIDER C: REIMBURSEMENTS AND GIFTS American Law Institute January 20-21 2011 Meeting of ALI Council in Philadelphia. Reimbursement by the American Law Institute for transportation, hotel and meals. April 3, 2011 My wife and I were her guests at the Annual Kennedy Center Gala. Value $600 June 21,2011 My wife and I were their guests for Washington Nationals game. Value $250 June 27, 2011 My wife and I were her guests for dinner and performance at the Shakespeare Theatre. Value $300 July 7, 2011 My wife and I were their guests for dinner at a restaurant in Stockholm. $500 National Association of Criminal Defense Lawyers September 21-24, 2011 Participation as panelist on continuing legal education program in New York. Transportation, hotel and meals were reimbursed by the National Association of Criminal Defense Lawyers. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8194. Public record. Not legal advice.