# Rebecca Beach Smith

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9854

## Record

- **Judge:** Rebecca Beach Smith
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 17

## Text

Apple Inc — Int/Div
Branch Bank & Trust Co. Bank Account — Interest
Investment Account #1 directing (line 3)
IRA-Brokerage Account #1 holding (lines 4.32)
Schwab Govt. Money Fund — Int/Div
Hampton Roads Bankshares Inc — None — Sold
Standard & Poor's Midcap 400 — Int/Div
Te MSC EAFE Index Fund — Int/Div
Standard & Poor's 500 Depository Receipts Trust — Int/Div
AT&T Inc New — Int/Div
Verizon Communications — Int/Div
IShares S & P Smcap Value — Int
IShares TR Barclays Bond Intermediate — Int/Div
IShares TR Barclays Fund Aggregate now Ishares Core — Int/Div
IShares Tr Cohen & Steer — Int./y
SPDR Trust Unit Sr 1 — None
IShares Barclays Bond (1-3 yr credit bond) — None — Sold
IShares Trust (High Yield Corp) — Int/Div
Vanguard MSC Emerging Markets — None
IShares Tr Barclays Tips — Int/Div — Buy
Wisdomtree Trust — Int/Div — Buy
Eaton Corporation — Int/Div — Buy
Eaton Corporation — Sold
Taxable Bonds:
Gov't Natl Mtg. Assn Pool 5/15/20 Medium Term Notes — None
US TSY Inflation Index Notes 7-15-13 — None
US. T-Note S/31/13 — Int/Div
US. T-Note 8/15/12 — None — Matured
US. T-Note 8/15/15 — Int/Div
Fed Farm CR BK &/%/17 — Int/Div
Conocophillips 10/15/16 — Int/Div
Amgen 11/1521 — Int/Div
Maryland St Sta 12/15/18 — Int — Buy
Investment Account #2 directing (line 35)
Brokerage Account #2 holding (lines 36-94)
Schwab Govt Money Fund — Int/Div
Equities/Stocks:
AT&TInc — Int/Div
Ace Limited — Int/Div
Auto Data Processing — Int/Div
Cisco Systems Inc — Int/Div
Dollar Tree Inc — None
DuPont E De Nemours & Co. — Int/Div
Duke Energy Corp — Int/Div
Exxon Mobil Corp — Int/Div
General Electric Co — Int/Div
Hampton Roads Bankshares — None — Sold
Honeywell Intemational — Int/Div
Johnson & Johnson — Int/Div
J.P. Morgan Chase & Co — Int/Div
Kraft Foods, Inc name changed to Mondelez on 100212 — Int/Div
Medtronic Inc — None — Sold
Microsoft Corp. — Int/Div
Pepsico Inc — Int/Div
Verizon Communications — Int/Div
Canadian Natl Ry Co — Int/Div
Chesapeake Energy Corp — None — Sold
Harns Corporation — None — Sold
Home Depot — Int/Div
Intel Corp — Int/Div — Sold
Marathon Oil Corp — Int/Div
Proctor & Gamble — Int/Div
Travelers Companies — Int/Div
Rydex SGI MGD Futures — None — Sold
Vanguard Div Appreciation — Int/Div
Chevron Corporation — Int/Div
Noble Corp — Int/Div — Sold
Wal-Mart Stores Ing — Int/Div
SPDR Index Shares Fund — Int/Div
Marathon Pete Corp — Int/Div
Plum Creek Timber Co — Int/Div
Amgen Incorporated — Int/Div — Buy
BP PLC ADR — Int/Div — Buy
CSX Corp — Int/Div — Buy
Cliffs Natural Res Inc — Int/Div — Buy
Cormnmg Inc — Int/Div — Buy
McDonalds Corp — Int/Div — Buy
Kraft FoodsGroup — Int/Div — from lime 51)
Total S A Adr — Int/Div — Buy
Tax Exempt Bonds:
Bnstol. VA 11/1/16 — Interest
Middle Riv. Regl. 5/15/12 — None — Matured
Prince William County VA CTF Partn 611s — Interest
Virgina College Bl. 9/1/15 — Interest
Virginia College BI 4/1/16 — Interest
VA Res Auth Infrastructure Rev. Pooled Loan Bond 11/1/14 — Interest
Appamattox Cnty Va 05/01/14 — Interest
Fairfax Cnty Va ECO 05/15/17 — Interest
Virginia St Hsg 04/01/13 — Interest
Hanover County VA Eco 04/01/18 — Interest
Norfolk Va Arpt Aut 07/01/13 — Interest
Virginia St Res Aut 11/01/19 — Interest
Richmond Va Met — None — Buy
Wells Fargo — Interest
Rental Property £1, Norfolk, VA — Rent
C.A. Associates. 2%. Norfolk, VA — Int/Div
GJF Currituck Beach Associates, NC — None
IRA - Equi-Vest — None
Deferred Annuity - Equitable Life Ins. Co. — Distribution
Holly Holdings, Inc — Interest
Friends of Cedar Point Country Club — Interest
IRA-Brokerage Acct #3 directing and holding (lines! 04-156)
UBS Fmancial Services IRA Partial Dist — Distribution
First Eagle Sogen Global Fund — None — Sold
Washington Real Estate Investment Fund — Int/Div
Eaton Vance Traditional Worldwide Health Sciences — Int/Div — Sold
Ivy Small Cap Value Fund — Int./y — Sold
Matthews China Fund — Int/Div — Sold
Nuveen Tradewmds Global — Int/Div — Sold
Oppenheimer Global Opportunities Fund — Int/Div — Sold
Federated Capital Income Fund — Int/Div — Sold
Janus Balanced Fund — Inv — Sold
Calvert Income Fund — None — Sold
Federated Government Income Secs Fund — None — Sold
Blackrock Global Allocation Fund — Int/Div — Sold
Ivy Asset Strategy Fund — Int/Div — Sold
IShares Trust Russell 1000 Value Index — Int/Div — Buy
Shares Trust Russell 1000 Growth Index — hy — Buy
IShares Inc MSC Brazil — None — Buy
Shares Trust Russell Midcap Value Index — Int/Div — Buy
IShares Trust Russell Midcap Growth Index — Int/Div — Buy
Shares MSC EAFE Index Fund — Int/Div — Buy
Shares Inc MSC Pac Ex Japan — Int/Div — Buy
IShares MSC Emerging Markets Index — Int/Div — Buy
SPDR S & P SOO ETF — Int/Div — Buy
Vanguard Total Stock Mkt ETF — Int/Div — Buy
Vanguard Index Funds Vanguard Value ETF — Int/Div — Buy
Vanguard Index Funds Vanguard Small Cap — Int/Div — Buy
Vanguard Index Funds Vanguard Growth — Int — Buy
Vanguard REIT ETF — Int/Div — Buy
Vanguard MSCI European ETF — Int/Div — Buy
IShares IBoxx $ Invt Gra De Corp Fund — Int/Div — Buy
Shares TR Core Total — Int — Buy
Shares Barclays Inter CR BD FD — Int/Div — Buy
IShares Barclays MBS Fund — None — Buy
IShares IBoxx High Yield Comp — Int/Div — Buy
Powershares Emerging Markets Sovereign — Int/Div — Buy
SPDR Barclays Inter Term — None — Buy
SPDR Barclays Intl Treas — Int/Div — Buy
SPDR Barclays Capital High Yield ETF — Int/Div — Buy
Shares Gold Trust ETF — Int/Div — Buy
Jefferies Commodity Strategy Alloc. Fund — None — Buy
Pimco Commodity Real Return Strategy — Int/Div — Buy
Permanent Portfolio Fund — Int/Div — Buy
Fed. Gavt Income Fund Class A — None — Buy
Lord Abbett Intermediate Tax Fund — Int/Div — Buy
Thomburg Limited Term Fund — Int/Div — Buy
Wells Fargo Advantage Intermediate — Int/Div — Buy
Wells Fargo Advantage Municipal Fund — Int/Div — Buy
Tax Exempt Bonds:
Virginia Beach Va Pub Impt 7/15/23 — Interest
Virginia Small Busmess Fing Auth 11/1/21 — Interest — Open
Arlington Cnty Va IDA 7/1/31 — Interest — Open
Roanoke VA EDA Hosp 7/1/20 — Interest — Open
Henrico County Va Econ Auth Res Care 113s — Interest — Open
Brokerage Account #4 directing and holding ines 158-193)
Resource Management Tax-Free Fund. Inc — Interest
Equities/Stocks:
IShares Trust Russell 1000 Value Index Fund — Int/Div
IShares Trust Russell 1000 Growth Index Fund — Int/Div
IShares Trust Russell Midcap Index Fund — Int/Div
IShares MSC EAFE Index Fund — None
Rydex ETF Trust S & P 500 (NOW SPDR S &PSO0ETF) — Int/Div
Vanguard Intl Equity Index Fd — None — Sold
Vanguard Divid Appreciation ETF — Int/Div — Sold
IShares Barclays 1-3 yr Treas Bond Fund — Int/Div — Sold
IShares Barclays Tips Bond Fund — Int/Div — Sold
IShares Barclays MBS Bond Fd — None
SPDR Barclays Capital Int Term Treasure ETF — None
IShares Barclays 20+ vear Treasury Bd — Int/Div — Sold
Permanent Portfolio Fund Inc — Int/Div
First Trust Exchange Traded Fund 11 — Int/Div — Sold
Nuveen Gold Value Opportunities — None — Sold
SPDR S & P Dividend ETF — Int/Div — Sold
Arrow Managed Futures — None — Sold
Robeco Boston Partners — Int/Div — Sold
IShares Gold Trust ETF — Int/Div
Vanguard Total Stock MKT ETF — Int/Div — Buy
Vanguard Index Funds Vanguard Value — Int/Div — Buy
Vanguard Index Funds Vanguard Growth — Int/Div — Buy
Vanguard MSC] European ETF — Int/Div — Buy
IShares Barclays 7-10 vear Treas Bond — Int/Div — Buy
IShares IBoxx $ Invt Gra De Corporate — Int/Div — Buy
IShares Tr Core Total US Bond Mkt — Int/Div — Buy
Shares Barclays Inter CR BD FD — Int/Div — Buy
IShares 1Boxx High Yield Corp Bond — Int/Div — Buy
Powershares Emerging Markets Sovereign — Int/Div — Buy
SPDR Barclays Intl Treas Bond ETF — Int/Div — Buy
SPDR Barclays Capital High Yield — Int/Div — Buy
AQR Managed Futures Strategy Fund — Int/Div — Buy
Jefferies Commodity Strategy Alloc Fund — None — Buy
Pimco Commodity Real Return Strategy — Int/Div — Buy
Brokerage Account #5 directing and holding (lines 195-198) — None — Closed
Henrico Cnty Va Econ Auth Res Care 1135 — None — with line 156)
Virginia Small Busmess Fing Auth 11/1/21 — None — with line 153)
Arlington Cnty Va IDA 7/1/31 — None — with line 154)
Roanoke VA EDA Hosp 71/20 — None — with line 155)
NUZ Investments LLC — None — Buy
Director, General Douglas MacArthur Foundation, Norfolk, Va
Brokerage Account #5 (line 194) was closed on September 11, 2012. The four (4) assets held in that account, as shown on lines 195, 196, 197, and 198, were then

opened/transferred to Brokerage Account #3 (line 98) on that sume date, September 11, 2012, as shown on lines 153, 154, 155, and 156,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9854. Public record. Not legal advice.