Judith Ann Wilson Rogers

2013Annual

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What was filed

  • 36

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

SunTrust Bk — Interest

Cash at Pershing — Interest

Am.Fds: Inv. Co. of Amer — Int/Div

Am.Fds.: Wash. Mut. Inv. Fd — Int/Div

Am.Fds.: New Persp. Fd — Int/Div

Am.Fds.: Growth Fd. Amer — Int/Div

Vanguard Small Cap Value Index — Int/Div

Am.Fds: New World Fund-A — Int/Div — Buy (add'l)

Am.Fds: Capital World Bond Fd-A — Int/Div

Am.Skd: T.Rowe Price Lg Cap Growth — Int/Div

Am.Skd: Marsico Cap Growth — Int/Div

Am.Skd: Goldman Sachs Sm Cap Val — Int/Div

Am.Skd: Internat’! Growth — Int/Div

Am.Skd: Blackrock Value Portfolio — Int/Div

Am.Skd: Wells Fargo Adv. VT Small Cap Grth Class — Int/Div

Am.Skd: T.Rowe Price Equity Income — Int/Div

Vanguard Bd Index — Int/Div — Sold

Vanguard Intrm. Tax Exempt Admrl Class — Int/Div

Loomis Sayles Global Bond — Int/Div

T.Rowe Price New Honzons — Int/Div — Buy (add'l)

First Eagle Overseas — Int/Div — Buy (add'l)

Vanguard Emerging Market ETF — Int/Div

Collar Fund — None — Sold

Prudential Jennison Natural Resources — None — Sold

Vanguard Energy — Int/Div

T.Rowe Price Real Estate — Int/Div — Buy (add'l)

Am.Fds.: Inc. Fd. Am (IRA) — Int/Div — Sold (part)

Vanguard Extended Markets Index — Int/Div — Buy

Vanguard Growth Index — Int/Div — Buy

Vanguard Growth Index — Buy (add'l)

Vanguard Growth Index — Buy (add'l)

Vanguard Value Index — Int/Div — Buy

Vanguard Value Index — Buy (add'l)

Vanguard Value Index — Buy (add'l)

Am.Skd: New Discovery Asset Allocation iY)

Am.Skd: Century Inc.& Growth (Y)

111. Net income reported.

VIL Lines 14-20: 1 hold an annuity in Amerucan Skandia ("Am.Skd."”), which buys and sells funds during the year. Holdings and valuations reflect year-end

statement I received. In response to the Committee's December S, 2012 letter inquiring about A, Skd, Am. Century Inc & Growth reported in line 20, this

explanatory note of information inadvertantly omitted is provided, us suggested by the General Counsel. On March 25, 2010, $100,000 in the subaccount of

Goldman Sachs Small Cap Value (line 16) was sold and the American Century Fund (line20) was purchased.

Lines 16-18: In response to the July 18, 2014 letter from the Chairman of the Financial Disclosure Committee, please be advised that the two funds (now listed in

Part VII lines 35-36) were sold in 2012. The sule of Am.Skd. New Discovery Asset Allocation on May 24, 2012 is shown in line 17 of the original 2012 report.

This same information should have been repeated in line 17 of the amended 2012 report. The sale of Am. Skd. Century Inc & Growth on May 4, 2012 should

have appeared in columns D (1) and (2) of the amended 2012 report.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Judith Ann Wilson Rogers | Frix