# David R. Strawbridge

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9687

## Record

- **Judge:** David R. Strawbridge
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 8

## Text

Wells Fargo Bank — Interest
Vanguard PA Tx Exempt Money Market Fund — Int/Div
Vanguard Intermediate Term Treas Fund Adm Shares — Int/Div — Sold (part)
Vanguard Intermediate Term Treas Fund Adm Shares — Sold (part)
Vanguard Short Term Treas Fund Adm Shares — Int/Div
Vanguard Intermediate Term Tx Exempt Fund Inv Shares — Int/Div
Vanguard LT Tx Empt Adm Shares — Int/Div — Sold (part)
Vanguard International Value Fund — Int/Div
Vanguard Tx Managed Capital Appreciation Fund Adm Shares — Int/Div
Vanguard Tx Managed Growth and Income Fund Adm! Shares — Int/Div — Sold (part)
Vanguard Total International Stock Index Fund Admiral — Int/Div
Vanguard Variable Annuity - Total Bond Market — None
Vanguard Variable-Growth — None
Fidelity Balanced Fund — Int/Div
Fidelity Government Income — Int/Div — Sold
SPRTN Total Market Index Fund Advantage Class — Int/Div — Buy
Phoenix Annuity — None
Boston Capital Tax Credit Fund 111 — Interest
Boston Capital Tax Credit Fund IV — Interest
IRA #1
Vanguard U.S. Growth Fund Investor Share — Int/Div — Sold
Vanguard Growth and Income Investor Shares — Int/Div — Sold
Vanguard Total International Stock — Int/Div — Buy
Vanguard T. Stock Mkt. Idx. Fund Adm Shares — Int/Div — Buy
Vanguard T. Stock Mkt. Idx. Fund Adm Shares — Buy
Vanguard T. Stock Mkt. Idx. Fund Adm Shares — Buy
Vanguard Total Bond Mkt. Idx. Fund Adm — None — Buy
Vanguard Total International Bond Index Fund Adm. Shares — None — Buy
Vanguard US Growth Fund Admiral Shares — None — Buy
Vanguard US Growth Fund Admiral Shares — Sold
IRA #2
Vanguard U.S. Growth Fund Investor Shares — Int/Div
Vanguard Growth and Income Adm Shares — Int/Div
Vanguard Prime Money Market Fund — Int/Div
Profit Sharing - 401(k) Plan
Pimco Total Return Fund Administrative Shares — Int/Div — Sold
Dodge and Cox Balanced Fund — Int/Div — Sold
T. Rowe Price 2010 Retirement Fund — Int/Div — Sold
Amencan Funds Fundamental Inv. RS — Int/Div — Sold
T. Rowe Price - money market "misc account” — Interest — Sold
Trust #1 (See VII, #3)
Wells Fargo — Interest
Member--Advisory Board, Bethesda Project
Member - Advisory Board, Friends of the Delaware Canal
Agreement — 82793 — Cozen O'Connor Deferred Compensation Plan (See VIII - #1)
Agreement — 12 — Cozen O'Connor Profit Sharing 401(k) Plan (See VIII - £2)
Spouse's income — 2013 — Self-Emploved Artist
#1 - Partially funded plan to pay set sum per year for 10 years (to May, 2015).

#2 « Funds in this IRA were rolled over into Vanguard (see IRA #1). This transaction took place at end of December 2013. Sale was completed from T. Rowe

Price who show 0 assets on all these funds sold into IRA #1. While the Vanguard reporting shows those funds arriving at Vanguard on 1/2/2014, we report them

as of 12/31/2013 when they had arnived at Vanguard -- or were on their way - and formally reported as arriving on 1/2/2014,

#3 - Trust holds a life insurance policy for a close relative - See Part VII (lines 49-50).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9687. Public record. Not legal advice.
