# James G Welsh > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9584 ## Record - **Judge:** James G Welsh - **Year:** 2014 - **Report type:** Annual - **Pages:** 14 ## Text YUM — Int/Div Laytonsville Nursury Corp. (see part VIII, note Vii. 1) — None SHORT-TERM FUNDS (H) P. Stadler & Sonns, Co. (see part VIII, note viz — None Livia Properties II, LC (see part VIII note vViLY) — Rent City Nat'l {formerly Community Bank) — Interest Fidelity {core cash acct) — Interest AXP Amuity — Interest Lutheran Brotherhood whole life policy — Int/Div Lutheran Brotherhood whole life policy — Int/Div STOCK FUNDS (H) Fidelity Advisors Int'l Discovery C1 {FIADX) — Int/Div Fidelity Diversified. Int'l (FDIVX) — Int/Div Fidelity Energing Mkts (FEMKX — Int/Div — Sold (part) Fidelity RE Invest (FRESX) — Int/Div Fidelity Growth Co (FDGRX — Int/Div Fidelity Value Strategies (FSLSX) — Int/Div — Buy Fidelity Value (FDVLX) — Int/Div Acadian Emerg. Markets (AEMGX) — Int/Div Artisan Small Cap Fund (ARTSX) — Int/Div Wm Blair Intl Growth (WBIGX) — Int/Div Causeway Intl Value Investor (CIVVX — Int/Div Fimm MMKT Port Inst CLIEFNSXX) — Int/Div — Buy Fimm MMKT Port Inst CLIEFNSXX) — Sold Parametric (EAEMX) — Int/Div — Sold (part) Parametric (EAEMX) — Sold (part) Parametric (EAEMX) — Sold (part) Frunklin Internat] sm cap Growth (FINAX) — None — Buy Frunklin Internat] sm cap Growth (FINAX) — Sold Harbor Int'l Admm (HAINX)) — Int/Div Oakmark (OAKMX) — Int/Div MFS Intl Value (MGIAX) — Int/Div MFS Research Intl (MRSAX) — Int/Div Morgan Stanley Glob, RE (MRLBX) — Int/Div Northern Small Cap Value (NOSGX) — Int/Div Oppenheimer Intl Growth Class A (OIGIX) — Int/Div — Buy (add'l) Oppenheimer Intl Growth Class A (OIGIX) — Buy (add'l) Oppenheimer Intl Growth Class A (OIGIX) — Sold (part) Pru Jennison Mid Cap (PEEAX) — Int/Div RS Small Cap Growth (RSYGX) — Int/Div T Rowe Price Small cap Value (PASVX) — Int/Div — Buy (add'l) CRM Mid Cap (CRMMX) — None — Sold TransAm Intl Equitu (TSWIX) — Int/Div — Buy TransAm Intl Small Cap (TISVX) — Int/Div — Buy BOND FUNDS (H) Fidelity Municipal Income (FHIGX) — Int/Div Invesco Conv. Securities (CnSDX) — Int/Div — Buy Deutsche Managed Muni Bond (SCMBX) — Interest — Buy (add'l) — DWS Managed ... Nuveen Va Muni Bond (FVATX) — Interest Nuveen Inter Muni Bond (NMBA X) — Int/Div — Buy T Rowe Price Tax Free Short Intl (PRFSX) — Interest — Sold (part) Tenpleton Global Bond (TPINX) — Int/Div — Buy (add'l) Wells Fargo Advig Lg Co Growth (WFPNX) — None — Buy Wells Fargo Advig Lg Co Growth (WFPNX) — Sold Wells Fargo short Term Muni(SMAIX) — Int/Div — Buy Wells Fargo short Term Muni(SMAIX) — Buy (add'l) STOCKS (H) Altria group (MO) — Int/Div ishares TR Russell midcap index (IWR) — Int/Div ishares TR Russell 1000 Value (1IWD) — Int/Div shares russell 1000 Growth Index (IWF) — Int/Div ishares TR Russell 1000 Index (IWB) — Int/Div ishares US Fmancials (1YF) — Int/Div shares Core S&P (UR) — Int/Div — Buy PM — Int/Div SPDR S&P S00 ETF Trust (SPY) — Int/Div Vanguard Index FDS/ formerly Veuvard Index (VUG) — Int/Div Fidelity Money Market (FTEXX) — Int/Div Fimm MMkt Port (FNSXX) — Int/Div — Sold (part) Fimm MMkt Port (FNSXX) — Buy (add'l) Fimm MMkt Port (FNSXX) — Sold (part) Fimm MMkt Port (FNSXX) — Buy (add'l) Fimm MMkt Port (FNSXX) — Sold (part) Fimm MMkt Port (FNSXX) — Sold (part) Fimm MMkt Port (FNSXX) — Buy (add'l) STOCK FUNDS (H) Strategic Adevisors Core (FCSAX) — Int/Div — Buy (add'l) Strategic Adevisors Core (FCSAX) — Sold (part) Strategic Adevisors Core (FCSAX) — Sold (part) Strategic Adevisors Core (FCSAX) — Buy (add'l) Strategic Adevisors Core (FCSAX) — Buy (add'l) Strategic Adevisors Core (FCSAX) — Buy (add'l) Strategic Adevisors Core (FCSAX) — Buy (add'l) Strategic Adevisors Core (FCSAX) — Buy (add'l) Strategic Adevisors Core (FCSAX) — Sold (part) Strategic Advisors Growth Fund (FSGFX) — Int/Div — Sold (part) Strategic Advisors Growth Fund (FSGFX) — Sold (part) Strategic Advisors Growth Fund (FSGFX) — Sold (part) Strategic Advisors Growth Fund (FSGFX) — Sold (part) Struegic Advisors Value (FVSAX — Int/Div — Sold (part) Struegic Advisors Value (FVSAX — Sold (part) Struegic Advisors Value (FVSAX — Sold (part) Struegic Advisors Value (FVSAX — Sold (part) Strategic Advisors Emerg Mkts (FSAMX) — Int/Div — Sold (part) Strategic Advisors US Opportunity (FUSOX) — Int/Div — Sold (part) Strategic Advisors US Opportunity (FUSOX) — Sold (part) Strategic Advisors US Opportunity (FUSOX) — Sold (part) Strategic Advisors US Opportunity (FUSOX) — Sold Strategic Advisors Sml-Mid Cap (FSCFX) — Int/Div — Sold (part) Strategic Advisors Sml-Mid Cap (FSCFX) — Buy (add'l) Strategic Advisors Sml-Mid Cap (FSCFX) — Sold (part) Strategic Advisors Sml-Mid Cap (FSCFX) — Buy (add'l) Strategic Advisors Int'l (FILFX) — Int/Div — Buy (add'l) Strategic Advisors Int'l (FILFX) — Buy (add'l) Strategic Advisors Int'l (FILFX) — Sold (part) Strategic Advisors Int'l (FILFX) — Sold (part) Strategic Advisors Int'l (FILFX) — Buy (add'l) Strategic Advisors Int'l (FILFX) — Sold (part) Merger Fund (MERFX) — Int/Div — Sold (part) BOND FUNDS (H) Fidelity Short Term Bond (FSHBX) — Int/Div — Sold (part) Fidelity Short Term Bond (FSHBX) — Sold (part) Fidelity Short Term Bond (FSHBX) — Sold (part) Fidelity GMNA (FGMNX) — Int/Div — Sold (part) Fidelity GMNA (FGMNX) — Sold (part) Fidelity Total Bond (FTBFX) — Int/Div — Sold (part) Strategic Advisors Short Duration (FAUDX — Int/Div — Sold (part) Strategic Advisors Short Duration (FAUDX — Buy (add'l) Strategic Advisors Short Duration (FAUDX — Sold (part) Strategic Advisors Short Duration (FAUDX — Buy (add'l) Strategic Advisors Incom Opportunites (FPIOX) — Int/Div — Sold (part) Strategic Advisors Incom Opportunites (FPIOX) — Sold (part) Strategic Advisors Incom Opportunites (FPIOX) — Sold (part) Strategic Advisors Core Income (FPCIX) — Int/Div — Buy (add'l) Strategic Advisors Core Income (FPCIX) — Sold (part) Strategic Advisors Core Income (FPCIX) — Buy (add'l) Strategic Advisors Core Income (FPCIX) — Sold (part) Strategic Advisors Core Income (FPCIX) — Sold (part) Strategic Advisors Core Income (FPCIX) — Sold (part) Strategic Advisors Core Income (FPCIX) — Buy (add'l) Pimco Total Return (PTRAX) — Int/Div — Sold (part) Pimco Short Term Admin (PSFAX) — Int/Div — Sold (part) Pimco Short Term Admin (PSFAX) — Sold (part) Pimco Short Term Admin (PSFAX) — Sold Templeton Global Bond CL A (TPINX) (X) — Int/Div — Sold (part) OTHER (H) Fidelity Cash Reserves (FDRXX) — Int/Div Fimm MMKY Inst Class (FNSXX) (X) — Int/Div — Sold (part) Fimm MMKY Inst Class (FNSXX) (X) — Buy (add'l) Fimm MMKY Inst Class (FNSXX) (X) — Sold (part) Fimm MMKY Inst Class (FNSXX) (X) — Buy (add'l) Fimm MMKY Inst Class (FNSXX) (X) — Sold (part) Fimm MMKY Inst Class (FNSXX) (X) — Sold (part) Fimm MMKY Inst Class (FNSXX) (X) — Sold (part) Fimm MMKY Inst Class (FNSXX) (X) — Buy (add'l) Arden Alt Strategies (ARDNX) — Int/Div — Sold (part) Blackstone Alternity (BXMMX) — Int/Div — Sold (part) Scorctary, sharcholder, Virgiia Registered Agent (see part VIL note 1.1), P. Stadler & Sons Company Custodial accout for minor (see part VIII, note 1.3), Strong-Wells Fargo Fund Agreement — 2004 — Livia Properties 11, LC operating agreement (see part VIII, note 11.1) Liability — Home Town Bank — rental property loan Liability — Community Bank / now City Nat'l Bank — rental property -related loans Liability — Community Bank / now City Nat'l Bank — personal loan (credit hing) 1.1 A closely held business operated in DC metro area. Pursuant to long-standing agreement, the holders of voting shares (of which the undersigned 1s one), the redemption value of each voting share has been conclusively established at a set dollar amount. 1.2 This is a closely held warchluse and industrial facility located in the Staunton, Virginia. The undersigned is not involved in the management or operation of the site and owns 4 passive minority interest. 1.3 This is a small custodial account maintained for 00000 11.1 See note 1.2 VIL1 Laytonsville Nursery Corp. is a closely held private company. Its sole asset is a parcel of real estate situate in Montgomery County, MD and leased in part to P. Stadler & Sons Co. Without any discount either for the undersigned's minority interest or the limitations on transferability, the undersigned's minority interest has been valued based on the current assessed value of the real estate, VIL2 See note 11 VIL3 See note 1.2. Valuation is based on the 2010 assessed value of the real estate and improvements, VIL4 MFS Va Mut Bond (MFUAX) listed on line 45 on 2013 report should have been reported us completely sold on 07/19/2013 and will not appear on this report --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9584. Public record. Not legal advice.