Upload
others
View
2
Download
0
Embed Size (px)
Citation preview
James E. Boasberg, 2012 Financial Disclosure, FISA Court Judge
No. James E. Boasberg, 2012 Financial Disclosure Tick
er
Fac
eboo
k, In
c.
Goo
gle
App
le Y
ahoo
CG
I Gro
up, I
nc.
Ath
enah
ealth
Cas
tligh
t Hea
lth, I
nc.
Tes
la M
otor
s, In
c.
Bai
du, I
nc. (
Chin
a)
Lin
kedI
n D
.E. S
haw
Inve
stm
ent M
anag
emen
t LLC
Gro
upon
, Inc
.
Zyn
ga, I
nc.
Acc
entu
re P
LC C
lass
A
Gol
dman
Sac
hs G
roup
, Inc
.
Mor
gan
Stan
ley
JPM
orga
n Ch
ase
Sta
te S
tree
t Cor
p
Mic
roso
ft /
Exp
edia
IBM
T.R
owe
Pric
e B
lack
Rock
, Inc
.
Wal
-Mar
t V
eris
ign
Xer
ox W
orkd
ay B
osto
n Sc
ient
ific
Dro
pBox
, Inc
. (G
oldm
an S
achs
)
Van
guar
d G
roup
/ M
kt. L
iqui
dity
Fun
d
Fid
elity
Cen
tral
Cas
h Fu
nd
Fid
elity
Sec
uriti
es L
endi
ng C
ash
Cent
ral F
und
T. R
owe
Pric
e Re
serv
e
Jan
us C
ash
Liqu
idity
Fun
d
MFS
Inst
itutio
nal M
oney
Mar
ket P
ortf
olio
AO
L A
T&T
Ver
izon
Spr
int
Cen
tury
Lin
k C
BS C
orpo
ratio
n
NBC
- Co
mca
st A
BC -
Wal
t Dis
ney
Com
pany
FO
X - N
ews
Corp
Tim
e W
arne
r Cab
leFa
cebo
ok "
Dar
k Po
ols"
Fun
d
Und
iscl
osed
J - $
0-15
,000
K -
$15,
001-
50,0
00
L -
$50,
001-
100,
000
M -
$100
,001
-250
,000
N -
$250
,001
-500
,000
O -
$500
,001
-1,0
00,0
00
TO
TAL
INVE
STED
($, u
p to
)
Legend: X = stock or bond (column) held by the fund (row) J K L M N O
Income and Value:1 6th St., LLC 15,000 15,000$ 2 Alarm.com 250,000 250,000$ 3 Amstong Equity Partners / now COX FLP, LTD. 250,000 250,000$ 4 Bedrock Billiars, LLP 15,000 15,000$ 5 Bedrock Billiars, LLP 15,000 15,000$ 6 Berkshire Hathaway Inc Class A BRKA X 1 250,000 250,000$ 7 Berkshire Hathaway Inc Class A BRKA X 1 500,000 500,000$ 8 Berkshire Hathaway Inc Class A BRKA X 1 50,000 50,000$ 9 Berkshire Hathaway Inc Class A BRKA X 1 50,000 50,000$
10 Berkshire Hathaway Inc Class A BRKA X 1 50,000 50,000$ 11 Berkshire Hathaway Inc Class A BRKA X 1 50,000 50,000$ 12 Berkshire Hathaway Inc Class A BRKA X 1 25,000 25,000$ 975,000$ 13 Buffalo Billiards (TN), LLP 15,000 15,000$ 14 Buffalo Billiards (TX), LLP 15,000 15,000$ 15 Microsoft, Inc. MSFT X 1 100,000 100,000$ 16 Microsoft, Inc. MSFT X 1 50,000 50,000$ 17 Microsoft, Inc. MSFT X 1 50,000 50,000$ 18 Microsoft, Inc. MSFT X 1 15,000 15,000$ 19 Microsoft, Inc. MSFT X 1 50,000 50,000$ 20 Microsoft, Inc. MSFT X 1 15,000 15,000$ 21 Microsoft, Inc. MSFT X 1 15,000 15,000$ 22 Microsoft, Inc. MSFT X 1 100,000 100,000$ 395,000$ 15 Carpool, LLP 50,000 50,000$ 16 State Street Equity Index Fund STFAX X X X X X X X X X X X X X X X X X X X X X X X X X X X X 28 100,000 100,000$ 17 State Street Equity Index Fund STFAX X X X X X X X X X X X X X X X X X X X X X X X X X X X 27 250,000 250,000$ 18 State Street Equity Index Fund STFAX X X X X X X X X X X X X X X X X X X X X X X X X X X X 27 250,000 250,000$ 19 T. Rowe Price Cap. App. Fund PRWCX X X X X X X X X 8 50,000 50,000$ 20 T. Rowe Price Sci & Tech Fund PRSCX X X X X X X X X X X X X X 13 50,000 50,000$ 21 Vanguard Growth & Income Fund VQNPX X X X X X X X X X X X X X X X X X X X X X X X 23 50,000 50,000$ 750,000$ 16 Cisco - Brokerage Acct CSCO 100,000 100,000$ 17 Cisco - Brokerage Acct CSCO 100,000 100,000$ 18 Cisco - Brokerage Acct CSCO 50,000 50,000$ 19 Cisco - Brokerage Acct CSCO 15,000 15,000$ 20 Cisco - Brokerage Acct CSCO 15,000 15,000$ 21 Cisco - Brokerage Acct CSCO 15,000 15,000$ 22 Cisco - Brokerage Acct CSCO 100,000 100,000$ 23 Cisco - IRA CSCO 50,000 50,000$ 24 DAG II, LLC 50,000 50,000$ 25 DAG, LLC 15,000 15,000$ 26 Etrade Bank Money Market 15,000 15,000$ 27 Etrade Bank Money Market 15,000 15,000$ 28 Etrade Bank Money Market 15,000 15,000$ 29 Fidelity Cash/Money Market SPRXX 100,000 100,000$ 30 Fidelity Cash/Money Market 100,000 100,000$ 31 Fidelity Municipal Money Market FTEXX 50,000 50,000$ 32 Fidelity Municipal Money Market FTEXX 50,000 50,000$ 33 Fidelity Municipal Money Market FTEXX 50,000 50,000$ 34 Fidelity Municipal Money Market FTEXX 15,000 15,000$ 35 Fidelity Municipal Money Market FTEXX 15,000 15,000$ 36 Fidelity Municipal Money Market FTEXX 15,000 15,000$ 37 Fidelity US Treasury Money Market FCLXX 100,000 100,000$ 38 Galaxy Dessets 15,000 15,000$ 39 Intel Corporation INTC 100,000 100,000$ 40 Intel Corporation INTC 100,000 100,000$ 41 Intel Corporation INTC 15,000 15,000$ 42 Intel Corporation INTC 15,000 15,000$ 43 Intel Corporation INTC 50,000 50,000$ 44 Johnson & Johnson JNJ 100,000 100,000$ 45 Johnson & Johnson JNJ 15,000 15,000$ 46 Johnson & Johnson JNJ 15,000 15,000$ 47 Johnson & Johnson JNJ 100,000 100,000$ 48 Krispy Kreme Donuts KKD 15,000 15,000$ 49 Linear Technology Corporation LLTC 50,000 50,000$ 50 Linear Technology Corporation LLTC 50,000 50,000$ 51 Linear Technology Corporation LLTC 100,000 100,000$ 52 Linear Technology Corporation LLTC 50,000 50,000$ 53 Linear Technology Corporation LLTC 15,000 15,000$ 54 Linear Technology Corporation LLTC 15,000 15,000$ 55 Linear Technology Corporation LLTC 15,000 15,000$ 56 Linear Technology Corporation LLTC 100,000 100,000$ 57 Lowe's Companies Inc. LOW 15,000 15,000$ 58 Lowe's Companies Inc. LOW 15,000 15,000$ 59 Mackey's, LLP 15,000 15,000$ 60 Medtronic, Inc. MDT 50,000 50,000$ 61 Medtronic, Inc. MDT 15,000 15,000$ 62 Medtronic, Inc. MDT 15,000 15,000$ 63 Medtronic, Inc. MDT 15,000 15,000$ 64 Medtronic, Inc. MDT 15,000 15,000$ 65 Medtronic, Inc. MDT 50,000 50,000$ 66 Medtronic, Inc. MDT 50,000 50,000$ 67 Moody's Corporation MCO 50,000 50,000$
Canon 2 on Conflicts of Interest: "Avoid impropriety and the
appearance of impropriety."
Page 1 of 2
http://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://quote.morningstar.com/fund-filing/Semi-Annual-Report/2013/6/30/t.aspx?t=STFAX&ft=N-CSRS&d=37b5638363632198a45e71cf28d0e925http://quote.morningstar.com/fund-filing/Annual-Report/2013/12/31/t.aspx?t=PRWCX&ft=N-CSR&d=f1624ff7fd2d1a0e415d6589f97527e4http://quote.morningstar.com/fund-filing/Annual-Report/2013/12/31/t.aspx?t=PRSCX&ft=N-CSR&d=119018ce4dcd1d4f5fe0bb823b034502http://quote.morningstar.com/fund-filing/Annual-Report/2013/9/30/t.aspx?t=VQNPX&ft=N-CSR&d=771859d28a467f5933a7eece4e7ce095http://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-US
James E. Boasberg, 2012 Financial Disclosure, FISA Court Judge68 Moody's Corporation MCO 15,000 15,000$ 69 Moody's Corporation MCO 50,000 50,000$ 70 Moody's Corporation MCO 50,000 50,000$ 71 Moody's Corporation MCO 15,000 15,000$ 72 Moody's Corporation MCO 50,000 50,000$ 73 Notes Receivable - BLANK King St. LLC 100,000 100,000$ 74 Procter & Gamble, Inc. PG 100,000 100,000$ 75 Procter & Gamble, Inc. PG 50,000 50,000$ 76 Procter & Gamble, Inc. PG 15,000 15,000$ 77 Procter & Gamble, Inc. PG 15,000 15,000$ 78 Procter & Gamble, Inc. PG 50,000 50,000$ 79 Procter & Gamble, Inc. PG 50,000 50,000$ 80 Procter & Gamble, Inc. PG 15,000 15,000$ 81 Rental Property, Washington, DC 1,000,000 1,000,000$ 82 Walgreen Co. WAG 100,000 100,000$ 83 Walgreen Co. WAG 50,000 50,000$ 84 Walgreen Co. WAG 15,000 15,000$ 85 Walgreen Co. WAG 15,000 15,000$ 86 Walgreen Co. WAG 15,000 15,000$ 87 Walgreen Co. WAG 15,000 15,000$ 88 Walgreen Co. WAG 15,000 15,000$ 89 Walgreen Co. WAG 50,000 50,000$ 90 Wells Fargo Bank 50,000 50,000$ 91 Wells Fargo Bank 15,000 15,000$ 92 Wells Fargo Bank 15,000 15,000$ 93 Western Union Co. WU 15,000 15,000$ 94 Western Union Co. WU 15,000 15,000$ 95 Western Union Co. WU 15,000 15,000$ 96 Western Union Co. WU 15,000 15,000$ 97 Western Union Co. WU 15,000 15,000$
Total 2 6 5 3 0 0 0 1 1 1 1 0 0 6 11 4 5 6 13 5 4 3 4 5 4 0 3 1 1 3 1 2 0 0 4 4 5 3 4 4 4 5 3 4 141 0 765,000$ 1,700,000$ 1,800,000$ 1,275,000$ 500,000$ 1,000,000$ 7,040,000$ Cumulative Total 2 8 13 16 16 16 16 17 18 19 20 20 20 26 37 41 46 52 65 70 74 77 81 86 90 90 93 94 95 98 99 101 101 101 105 109 114 117 121 125 129 134 137 141 765,000$ 2,465,000$ 4,265,000$ 5,540,000$ 6,040,000$ 7,040,000$
Page 2 of 2
D
I.
3.
Report Required by the Ethics AO 10 FINANCIAL DISCLOSURE REPORT
in Government Act of 1978 Rev. 112013 FOR CALENDAR YEAR 2012 (5 U.S.C. app. §§ 101-111)
I. Person Reporting (last name, first, middle initial)
Boasberg, James E.
2. Court or Organization
U.S. District Court, District of Columbia
3. Date of Report
05/03/2013
4. Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time)
District Judge -- Active
Sa. Report Type (check appropriate type)
D Nomination Date Initial [{] ;Annual D
Sb. D Amended Report Final
6. Reporting Period
01/01/2012 to
12/31/2012
7. Chambers or Office Address
U.S. Courthouse 333 Constitution Ave. NW Washington, DC 20001
IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information.
I. POSITIONS. (Reporting individual only; see pp. 9-13 of filing instructions.)
D NONE (No reportable positions.)
POSITION NAME OF ORGANIZATION/ENTITY
Vice-Chair St. Albans School Governing Board
2. Vice-President Edward Bennett Williams Inn of Court
3. Executor Estate #I
4.
5.
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 of filing instructions.)
[{] NONE (No reportable agreements.)
PARTIES AND TERMS
I.
2.
3.
4.
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 2of13 Boasberg, James E. 0510312013
III. N 0N-INVES TMENT IN CO ME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.)
A. Filer's Non-Investment Income
[{] NONE (No reportable non-investment income.)
SOURCE AND TYPE INCOME (yours, not spouse's)
I.
2.
3.
4.
B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
D NONE (No reportable non-investment income.)
SOURCE AND TYPE
I. 2012 Alarm.com -- Salary and bonus
2. 2012 Wedding Wire -- salary
3.
4.
JV. REIMBURSEMENTS -- transportation, lodging, food, entertainment. (Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)
D NONE (No reportable reimbursements.)
SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED
I. NYU Law School Apr. 16-17, 2012 New York, NY Speaking on Panel Hotel, transportation
2.
5.
3.
4.
5.
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 3of13 Boasberg, James E. 05/03/2013
V. GIFTS. (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)
[{] NONE (No reportable gifts.)
SOURCE VALUEDESCRIPTION
I.
2.
4.
5.
VI. LIABILITIES. (Includes those of spouse and dependent children; see pp. 32-33 of filing instructions.)
D NONE (No reportable liabilities.)
CREDITOR DESCRIPTION VALUE CODE
I. Sidwell Friends School Tuition L
2. St. Albans School Tuition K
3.
(I) (3)
(Q-W)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 4of13 Boasberg, James E. 05/03/2013
VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
A. B. c. D. Description of Assets Income during Gross value at end Transactions dming reporting period
(including trust assets) reporting period of reporting period
(I) (2) (I) (2) (2) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
Code Iexempt from prior disclosure div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private
transaction)
I. State Street Equity Index Fund - A None L T
2. State Street Equity Index Fund - B None M T Buy 10/15112 J (add'!)
3. State Street Equity Index Fund - C None M T Buy 10115112 J (add'!)
4.
5. Brokerage Account # I
6. --BRKA None M T
7. --CSCO B Dividend L T
8. --INTC B Dividend L T
9. --LLTC B Dividend K T Sold 6/11/12 J B (part)
10. --MDT A Dividend K T Sold 10/3/12 K D
(part)
11. --MSFT B Dividend L T
12. --MCO A Dividend K T Sold 10/3/12 K E (part)
13. --PG B Dividend L T
14. --WAG B Dividend L T Sold 6111/12 K (part)
15. --WU A Dividend J T Sold 10/3/12 J D (part)
16. --Fidelity US Treasury Money Market A Int./Div. L T
17. Brokerage Account #2 (IRA)
I. Jacome Gain Codes: A =$1.000 orless B=$1,001 -$2,500 c=$2.501 -$5.000 D =$5.001 -$15.000 E=$15.00l -$50.000 (Sec Columns Bl and D4) F=$50.001-$100.000 G =$100.00 I -$1.000.000 Ill =$1.000.001 -$5.000.000 H2 =More than $5.000.000
2. Value Codes J =$15.000 or less K =$15,001 • $50.000 L=$50.00 I -$I 00.000 M =$100.00 I - $250.000 (See Columns Cl and 03) N=$250.00 I -$500.000 0=$500.00 I - $1.000.000 Pl =$1.000.001 -$5.000.000 P2 =$5.000.001 -$25,000.000
P3 =$25.000.001 -$50.000.000 P4 =More than $50.000.000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T=Cash Market (Sec Column CZ) U=Book Value V=Othcr W =Estimated
A.
--WU
25.
29.
31.
33.
34. --WU
(2)
(Q-W)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 5of13 Boasberg, James E. 05/03/2013
VII. INVESTMENTS and TR usTS - income, value, transactions (Includes those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period
(including trust assets) reporting period of reporting period
(I) (2) (I) (I) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private
transaction)
18. --CSCO B Dividend K
19. --JNJ c Dividend L
20. --LLTC B Dividend K
21. --MSFT B Dividend K
22. --PG B Dividend K
23. --WAG A Dividend K
T
T
T
T
T
T
24. A Dividend J T
--Fidelity Cash/Money Market TA lnt./Div. L
26. Brokerage Account #3 (IRA)
27. --BRKA N TNone
28. --CSCO TB Dividend L
--JNJ Tc Dividend L
30. --LLTC B Dividend L T
32.
--MSFT B Dividend K T
--PG A Dividend J T
--WAG A Dividend K T
A Dividend K T
I. Income Gain Codes: A =$1,000 or less B=$1,00 I - $2,500 c=$2.501 • $5.000 0=$5.001. $15. 000 E =$15.001 • $50.000 (See Columns Bl and D4) F=$50.00I -$100.000 G =$I 00.00 I -$1.000.000 H I =$1.000.001 -$5.000.000 H2 =More than $5.000.000
2. Value Codes J =$15.000 or less K =$15.001 • $50.000 L=$50.00 I -$I 00.000 M =$100.00 I -$250.000 (See Columns Cl and D3) N =$250.00 I -$500.000 0=$500.00 I - $1.000.000 Pl =$1.000.001 -$5.000.000 P2 =$5.000.001 -$25,000.000
P3=$25.000.001 -$50.000.000 P4 =More than $50.000.000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market
(See Column C2) U=Book Value V=Other W =Estimated
(I) (2) (I) {I)
(Q-W)
D.
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 6of13 Boasberg, James E. 05/03/2013
VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
A. B. c. Description of Assets Income during Gross value at end
(including trust assets) reporting period of reporting period Transactio s during reporting period
(2) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
exempt from prior disclosure Code 1 div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code 1 buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private
transaction)
35. --Fidelity Cash/Money Market
36. Brokerage Account #4 (Trust)
37. --BRKB
38. --CSCO
39. --INTC
40. --JNJ
41. --LLTC
42.
43. --MDT
44. --MSFT
45. --MCO
46. --PG
47. --WAG
48. --WU
49. --Fidelity Municipal Money Market
50. Brokerage Account #5 (Trust)
51. --BRKB
A Int./Div. K T
None K T Sold (part)
A Dividend K T
A Dividend J T
A Dividend J T
A Dividend K T
A Dividend Sold
A Dividend J T
A Dividend J T Sold (part)
A Dividend J T
A Dividend J T Sold (part)
A Dividend J T
A Int./Div. K T
None K T
10/3/12 J c
I0/3/12 J c
10/3/12 J D
10/3/12 J
I. Income Gain Codes: A =$1.000 or less B =$1.001 -$2.500 c=$2.501 -$ 5.000 D=$ 5.001 • $15.000 (Sec Columns BI and D4) F =$50.001 - $1 00.000 G =$100.00 I - $1.000.000 Ill =$1.000.001 -$5.00 0.00 0 H2 =More than $ 5.000.000
2. Value Codes J=$15.000 or less K =$15.001 -$50.000 L =$50.001. $100.000 M =$100.00 I • $250.000 (See Columns C I and 03) N=$250.00 I -$500.000 0 =$500.00 I -$1.000.000 Pl =$1.000.001 • $5 .000.000 P2 =$5.000.001 • $25.000.00 0
P3 =$25.000.001 -$ 50.000.000 P4 =More than $50.000.000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sec Column C2) U=Book Value V =Other W =Estimated
E=$15.001 • $50.000
FINANCIAL DISCLOSURE REPORT
Page 7of13
Name of Person Reporting
Boasberg, James E.
Date of Report
05/03/2013
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
Place "(X)" after each asset exempt from prior disclosure
52. --CSCO
53. --JNJ
54. --LLTC
55. --MDT
56. --MCO
57. --PG
58. --WAG
59. --MSFT
60. --Fidelity Municipal Money Market
61. Brokerage Account #6 (Trust)
62. --BRKB
63. --CSCO
64. --INTC
65. --JNJ
66. --LLTC
67. --MDT
68. --MSFT
B. c. Income during Gross value at end
reporting period of reporting period
(I) (2) (I) (2) (I) Amount Type (e.g., Value Value Type (e.g., Code I div., rent, Code 2 Method buy, sell, (A-H) or int) (J-P) Code 3 redemption)
(Q-W)
A Dividend J T
A Dividend J T
A Dividend J T
A Dividend J T
A Dividend K T
A Dividend K T
A Dividend J T
A Dividend K T
A Int./Div. J T
None K T
A Dividend J T
A Dividend J T
A Dividend J T
A Dividend J T
A Dividend J T
A Dividend J T
D.
Transactions during reporting period
(2) (3) (4) Date Value Gain
mm/dd/yy Code 2 Code I (J-P) (A-H)
(5) Identity of
buyer/seller
(if private
transaction)
I . Income Gain Codes: A 41.000 or less B =$ l ,001 - $2,500 c=$2,501 • $5.000 0 =$5,001 • $15.000 E =$15.001 • $50,000 (Sec Columns Bl and 04) F =$50.001 • $1 00.000 G =$100.001 • $1 ,000.000 111 =$1 .000.001 • $5.000.00 0 H2 =More than $5,000.000
2. Value Codes J =$15,000 or less K =$15.001 • $50,000 L=$50.00I • $100.000 M =$!00.001 • $ 250.000 (Sec Columns Cl and 03) N =$ 250.001 • $500.000 0=$500.00 I • $1.000.000 Pl =$1,000.001 . $5.000.000 P2 =$5,000.001 • $25,00 0.000
P3 =$25.000.001 • $ 50.000.000 P4 =More than $50.000.000
3. Value Mclhod Codes Q =Appraisal R =Cost (Real Estale Only) S =Assessment T =Cash Market (Sec Column C 2) U=Book Value V=Othcr W =Estimated
73.
74.
75.
79.
(2)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 8of13 Boasberg, James E. 05/03/2013
VII. INVESTMENTS and TRUSTS - income, value, transactions r1nctudes those of spouse and dependent children; see PP· 34-60 of filing instructions.J
D NONE (No reportable income, assets, or transactions.)
A. B. C. D. Description of Assets Income during Gross value at end Transactions during reporting period
(including trust assets) reporting period ofreporting period
(I) (2) (I) (1) (2) (3) (4) (5) Place "(X)" after each asset
exempt from prior disclosure Amount Code I
(A-H)
Type (e.g.,
div., rent,
or int.)
Value
Code 2
(J-P)
Value
Method
Code 3
(Q-W)
Type (e.g.,
buy, sell,
redemption)
Date
mm/dd/yy
Value
Code 2
(J-P)
Gain
Code I
(A-H)
Identity of
buyer/seller
(if private
transaction)
69. --MCO A Dividend K T
70. --PG A Dividend K T
71. --WAG A Dividend J T
72.
76.
--Fidelity Municipal Money Market A Int./Div. J T
Brokerage Account #7 (Trust)
--BRKB None K T
77. --CSCO A Dividend J T
78. --JNJ A Dividend J T
--LLTC A Dividend J T
80. --MSFT A Dividend
81. --MCO A Dividend
82. --PG A Dividend
83. --WAG A Dividend
84. --Fidelity Municipal Money Market A Int./Div.
85. Rental Property #I, Washington, DC D Rent
J
J
J
J
J
0
I. Income Gain Codes: A =$1.000 or less B=$1,001 -$1.500
(See Columns Bl and 04 ) F =$50.001 -$100.000 G =$100.001 -$1.000.000
l. Value Codes J=$15.000or less K=$15,001 -$50.000
(See Columns Cl and 03) N=$150.001-$500.000 0=$500,00 1 -$1.000.000 P3=$15.000.001 -$50.000.000
3. Value Mclhod Codes Q =Appraisal R =Cost (Real Estate Only) (Sec Column Cl) U=Book Value V=Othcr
T
T
T
T
T
s
c=$1,501 -$5,000 HI=$1 .000.001 -$5.000.000 L=$50.001 - $100.000 Pl=$1,000 .001-$5,000 .000 P4=More than $50.000.000 S =Assessment
W =Estimated
D=$5,001 -$15 .000 Ill =More than $5.000.000
M =$100.001 -$150.000
Pl=$5.000.00 I -$25.000.000
T=Cash Market
E =$15.001 - $50,000
--0:1 '.=
(I) (I) (3)
(J-P)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page of 13 Boasberg, James E. 05/03/2013
VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
A. B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period
(including trust assets) reporting period of reporting period
(2) (2) (I) (2) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) Code 3 redemption) (J-P) (A-H) (if private
(Q-W) transaction)
86. Wells Fargo Bank A Interest K T
87. Wells Fargo Bank A Interest J T
88. Wells Fargo Bank A Interest J T
89. Galaxy Desserts None Sold 1126112 J D
90. Note Receivable King St. LLC D Interest L T
91. Armstrong Equity Partners None M u
92. DAG,LLC None J u
93. DAG 11,LLC D Distribution K u
94.
95. 6th St., LLC None J w Buy 5/30/12 J General Partner
96. Mackey's, LLP None J w
97. Bedrock Billiards, LLP A Dividend J w
98. Buffalo Billiards, LLP B Distribution J w
99. Carpool, LLP D Distribution K w
100. Buffalo Billiards (TN), LLP None J w
101. Buffalo Billiards (TX), LLP A Distribution J w
I 02. Alarm.com E Dividend M u
I. Income Gain Codes: A =$ l .000 or less B =$1.001 -$2.500 c=$2.501 -$5.000 D =$ 5.001 -$15.000 E =$15.001 -$50.000 (See Columns Bl and 04) F =$50.00 I -$I 00.000 G =$100.00 I -$ 1.000.000 HI=$1.000.001 -$5.000.000 fl2=More than $ 5.000.000
2. Value Codes J =$15.000 or l ess K =$15,001 -$50.000 L=$50.001 -$100.000 M =$I 00.00 I -$250.000 (Sec Columns Cl and 03) N =$2 50.00 I - $500.000 0 =$500.00 I - $1.000.000 Pl =$1.000.001 -$5,000.000 P2=$5.000.001 - $25,000.000
P3 =$2 5.000.001 -$50,000.000 P4 =More than $50.000 .000
3. Value Method Codes Q =Appraisal R =Cost (Real EStatc Only) S =Assessment T =Cash Market (Sec Column C2) U=Book Value V =01her W =Estimated
A.
(Q-W) (J-P)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 10of13 Boasberg, James E. 05/03/2013
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 offiting instructions.)
D NONE (No reportable income, assets, or transactions.)
B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period
(including trust assets) reporting period of reporting period
(I) (2) (I) (2) (I) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mmlddlyy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (A-H) (if private
transaction)
103. Brokerage Account #2 (cont.)
104. --INTC A Dividend K T
105. Brokerage Account #8
106. --KKD None J T
107. -- ETrade bank Money Market A Int./Div. J T
I 08. Brokerage Account #9
109. --LOW A Dividend J T
I_ I 0. --Etrade Bank Money Market A Int./Div. J T
111. Brokerage Account #10
112. --LOW A Dividend J T
113. --Etrade Bank Money Market A Int./Div. J T
114. T. Rowe Price Cap. Appr. Fund None K T
115. Vanguard Growth & Income Fund None K T
116. T. Rowe Price Sci & Tech Fund None K T
117.
118. Brokerage Account #11 (Executor)
119. --CSCO c Dividend L T
I. Income Gain Codes: A =$1,000 or less B =$ 1,00 I • $2.500 c=$2.501 . $5.000 D=$5.00I -$1 5.000 E =$15.00 I • $50,000 (Sec Columns Bl and D4) F=$50,00l -$100.000 G =$100,001 -$1.000.000 Ill =$1.000.001 -$5.000.000 112 =More than $5.000.000
2. Value Codes J=$15,000 or less K =$15,001 -$50.000 L =$50.00 I -$I 00.000 M =$I 00.00 I -$250.000 (Sec Columns Cl and 03) N=$250.00I -$500.000 0=$500.00 I • $1.000.000 Pl =$1.000.001 -$5.000.000 P2=$5.000. 00 I - $25.000.000
P3 =$25.000.001 -$50.000.000 P4 =More than $50.000.000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sec Column C 2) U =Book Value V =Other W=Estimatcd
(I) (2) (2)
FINANCIAL DISCLOSURE REPORT
Page 11 of 13
Name of Person Reporting
Boasberg, James E.
Date of Report
0510312013
VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc111des those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
A. B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period
(including trust assets) reporting period of reporting period
(1) (2) (I) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
Code I exempt from prior disclosure div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private
(Q-W) transaction)
120. --MSFT
121. --MCO
122. --BRKB
123. --WU
124. --MDT
125. --JNJ
126. --WAG
127. --LLTC
128. --Money Market Fund
129.
c Dividend L T
A Dividend K T
None M T
A Dividend J T
A Dividend K T
c Dividend L T
B Dividend K T
c Dividend L T
A Int./Div. L T
I . Income Gain Codes: A =$1.000 or less B =$1,001 • $2.500 c =$2.501 -$5.000 0=$5,001-$15.000 E =$15.00 I -$50.000 (Sec Columns Bl and 04) F=$50.00l -$100.000 G =$I 00.00 I • $1.000.000 111 =$1.000.001 -$5.000.000 112 =More than $5,000.000
2. Value Codes J =$15.000 or less K=$15.00I -$50.000 L =$50.00 I -$I 00.000 M=$100.00 I -$2 50.000 (See Columns Cl and 03) N=$250.00I -$500.000 0=$500.00 I -$1.000.000 Pl =$1.000.001 • $5.000.000 P2 =$5.000.001 -$25.000.000
P3 =$25.000.001 -$50.000.000 P4 =More than $50.000.000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sec Column C2) U =Book Valu e V =Other W =Estimated
a£,' ,;
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 12of13 05/03/2013Boasberg, James E.
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Jndicate part of report.)
I became the executor of '"'' ,.,,,, , " estate during 2012. The brokerage account for the estate is listed on line 118.
FINANCIAL DISCLOSURE REPORT
Page 13 of13
Name of Person Reporting Date of Report
Boasberg, James E. 05/03/2013
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is
accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory
provisions permitting non-disclosure.
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in
compliance with the provisions ofS U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
Signature: s/ James E. Boasberg
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL
AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
Committee on Financial Disclosure
Administrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N.E.
Washington, D.C. 20544
James E. Boasberg
No.James E. Boasberg, 2012 Financial DisclosureTicker Facebook, Inc. Google Apple Yahoo CGI Group, Inc. Athenahealth Castlight Health, Inc. Tesla Motors, Inc. Baidu, Inc. (China) LinkedIn D.E. Shaw Investment Management LLC Groupon, Inc. Zynga, Inc. Accenture PLC Class A Goldman Sachs Group, Inc. Morgan Stanley JPMorgan Chase State Street Corp Microsoft / Expedia IBM T.Rowe Price BlackRock, Inc. Wal-Mart Verisign Xerox Workday Boston Scientific DropBox, Inc. (Goldman Sachs) Vanguard Group / Mkt. Liquidity Fund Fidelity Central Cash Fund Fidelity Securities Lending Cash Central Fund T. Rowe Price Reserve Janus Cash Liquidity Fund MFS Institutional Money Market Portfolio AOL AT&T Verizon Sprint Century Link CBS Corporation NBC - Comcast ABC - Walt Disney Company FOX - News Corp Time Warner CableFacebook "Dark Pools" FundUndisclosed J - $0-15,000 K - $15,001-50,000 L - $50,001-100,000 M - $100,001-250,000N - $250,001-500,000O - $500,001-1,000,000P1 - $1,000,001-5,000,000P2 - $5,000,000-25,000,000P3 - 425,000,001-50,000,000P4 - 450,000,000+ N - 250,001-500,000 O - $500,001-1,000,000 TOTAL INVESTED ($, up to)
Legend:X = stock or bond (column) held by the fund (row)JKLMNOP1P2P3P4
Income and Value:
16th St., LLC15,000$ 15,000
2Alarm.com250,000$ 250,000
3Amstong Equity Partners / now COX FLP, LTD.250,000$ 250,000
4Bedrock Billiars, LLP15,000$ 15,000
5Bedrock Billiars, LLP15,000$ 15,000
6Berkshire Hathaway Inc Class ABRKAX1250,000$ 250,000
7Berkshire Hathaway Inc Class ABRKAX1500,000$ 500,000
8Berkshire Hathaway Inc Class ABRKAX150,000$ 50,000
9Berkshire Hathaway Inc Class ABRKAX150,000$ 50,000
10Berkshire Hathaway Inc Class ABRKAX150,000$ 50,000
11Berkshire Hathaway Inc Class ABRKAX150,000$ 50,000
12Berkshire Hathaway Inc Class ABRKAX125,000$ 25,000$ 975,000
13Buffalo Billiards (TN), LLP15,000$ 15,000
14Buffalo Billiards (TX), LLP15,000$ 15,000
15Microsoft, Inc.MSFTX1100,000$ 100,000
16Microsoft, Inc.MSFTX150,000$ 50,000
17Microsoft, Inc.MSFTX150,000$ 50,000
18Microsoft, Inc.MSFTX115,000$ 15,000
19Microsoft, Inc.MSFTX150,000$ 50,000
20Microsoft, Inc.MSFTX115,000$ 15,000
21Microsoft, Inc.MSFTX115,000$ 15,000
22Microsoft, Inc.MSFTX1100,000$ 100,000$ 395,000
15Carpool, LLP50,000$ 50,000
16State Street Equity Index FundSTFAXXXXXXXXXXXXXXXXXXXXXXXXXXXXX28100,000$ 100,000
17State Street Equity Index FundSTFAXXXXXXXXXXXXXXXXXXXXXXXXXXXX27250,000$ 250,000
18State Street Equity Index FundSTFAXXXXXXXXXXXXXXXXXXXXXXXXXXXX27250,000$ 250,000
19T. Rowe Price Cap. App. FundPRWCXXXXXXXXX850,000$ 50,000
20T. Rowe Price Sci & Tech FundPRSCXXXXXXXXXXXXXX1350,000$ 50,000
21Vanguard Growth & Income FundVQNPXXXXXXXXXXXXXXXXXXXXXXXX2350,000$ 50,000$ 750,000
16Cisco - Brokerage AcctCSCO100,000$ 100,000
17Cisco - Brokerage AcctCSCO100,000$ 100,000
18Cisco - Brokerage AcctCSCO50,000$ 50,000
19Cisco - Brokerage AcctCSCO15,000$ 15,000
20Cisco - Brokerage AcctCSCO15,000$ 15,000
21Cisco - Brokerage AcctCSCO15,000$ 15,000
22Cisco - Brokerage AcctCSCO100,000$ 100,000
23Cisco - IRACSCO50,000$ 50,000
24DAG II, LLC50,000$ 50,000
25DAG, LLC15,000$ 15,000
26Etrade Bank Money Market15,000$ 15,000
27Etrade Bank Money Market15,000$ 15,000
28Etrade Bank Money Market15,000$ 15,000
29Fidelity Cash/Money MarketSPRXX100,000$ 100,000
30Fidelity Cash/Money Market100,000$ 100,000
31Fidelity Municipal Money MarketFTEXX50,000$ 50,000
32Fidelity Municipal Money MarketFTEXX50,000$ 50,000
33Fidelity Municipal Money MarketFTEXX50,000$ 50,000
34Fidelity Municipal Money MarketFTEXX15,000$ 15,000
35Fidelity Municipal Money MarketFTEXX15,000$ 15,000
36Fidelity Municipal Money MarketFTEXX15,000$ 15,000
37Fidelity US Treasury Money MarketFCLXX100,000$ 100,000
38Galaxy Dessets15,000$ 15,000
39Intel CorporationINTC100,000$ 100,000
40Intel CorporationINTC100,000$ 100,000
41Intel CorporationINTC15,000$ 15,000
42Intel CorporationINTC15,000$ 15,000
43Intel CorporationINTC50,000$ 50,000
44Johnson & JohnsonJNJ100,000$ 100,000
45Johnson & JohnsonJNJ15,000$ 15,000
46Johnson & JohnsonJNJ15,000$ 15,000
47Johnson & JohnsonJNJ100,000$ 100,000
48Krispy Kreme DonutsKKD15,000$ 15,000
49Linear Technology CorporationLLTC50,000$ 50,000
50Linear Technology CorporationLLTC50,000$ 50,000
51Linear Technology CorporationLLTC100,000$ 100,000
52Linear Technology CorporationLLTC50,000$ 50,000
53Linear Technology CorporationLLTC15,000$ 15,000
54Linear Technology CorporationLLTC15,000$ 15,000
55Linear Technology CorporationLLTC15,000$ 15,000
56Linear Technology CorporationLLTC100,000$ 100,000
57Lowe's Companies Inc.LOW15,000$ 15,000
58Lowe's Companies Inc.LOW15,000$ 15,000
59Mackey's, LLP15,000$ 15,000
60Medtronic, Inc.MDT50,000$ 50,000
61Medtronic, Inc.MDT15,000$ 15,000
62Medtronic, Inc.MDT15,000$ 15,000
63Medtronic, Inc.MDT15,000$ 15,000
64Medtronic, Inc.MDT15,000$ 15,000
65Medtronic, Inc.MDT50,000$ 50,000
66Medtronic, Inc.MDT50,000$ 50,000
67Moody's CorporationMCO50,000$ 50,000
68Moody's CorporationMCO15,000$ 15,000
69Moody's CorporationMCO50,000$ 50,000
70Moody's CorporationMCO50,000$ 50,000
71Moody's CorporationMCO15,000$ 15,000
72Moody's CorporationMCO50,000$ 50,000
73Notes Receivable - BLANK King St. LLC100,000$ 100,000
74Procter & Gamble, Inc.PG100,000$ 100,000
75Procter & Gamble, Inc.PG50,000$ 50,000
76Procter & Gamble, Inc.PG15,000$ 15,000
77Procter & Gamble, Inc.PG15,000$ 15,000
78Procter & Gamble, Inc.PG50,000$ 50,000
79Procter & Gamble, Inc.PG50,000$ 50,000
80Procter & Gamble, Inc.PG15,000$ 15,000
81Rental Property, Washington, DC1,000,000$ 1,000,000
82Walgreen Co.WAG100,000$ 100,000
83Walgreen Co.WAG50,000$ 50,000
84Walgreen Co.WAG15,000$ 15,000
85Walgreen Co.WAG15,000$ 15,000
86Walgreen Co.WAG15,000$ 15,000
87Walgreen Co.WAG15,000$ 15,000
88Walgreen Co.WAG15,000$ 15,000
89Walgreen Co.WAG50,000$ 50,000
90Wells Fargo Bank 50,000$ 50,000
91Wells Fargo Bank 15,000$ 15,000
92Wells Fargo Bank 15,000$ 15,000
93Western Union Co. WU15,000$ 15,000
94Western Union Co. WU15,000$ 15,000
95Western Union Co. WU15,000$ 15,000
96Western Union Co. WU15,000$ 15,000
97Western Union Co. WU15,000$ 15,000
Total26530001111006114561354345403113120044534445341410$ 765,000$ 1,700,000$ 1,800,000$ 1,275,000$ 500,000$ 1,000,000$ 7,040,000
Cumulative Total281316161616171819202020263741465265707477818690909394959899101101101105109114117121125129134137141$ 765,000$ 2,465,000$ 4,265,000$ 5,540,000$ 6,040,000$ 7,040,000
&"-,Bold"&72James E. Boasberg, 2012 Financial Disclosure, FISA Court Judge
&22Page &P of &N
Canon 2 on Conflicts of Interest:"Avoid impropriety and the appearance of impropriety."
http://quote.morningstar.com/fund-filing/Semi-Annual-Report/2013/6/30/t.aspx?t=STFAX&ft=N-CSRS&d=37b5638363632198a45e71cf28d0e925http://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://quote.morningstar.com/fund-filing/Semi-Annual-Report/2013/6/30/t.aspx?t=STFAX&ft=N-CSRS&d=37b5638363632198a45e71cf28d0e925http://quote.morningstar.com/fund-filing/Annual-Report/2013/12/31/t.aspx?t=PRWCX&ft=N-CSR&d=f1624ff7fd2d1a0e415d6589f97527e4http://quote.morningstar.com/fund-filing/Annual-Report/2013/9/30/t.aspx?t=VQNPX&ft=N-CSR&d=771859d28a467f5933a7eece4e7ce095http://quote.morningstar.com/fund-filing/Annual-Report/2013/12/31/t.aspx?t=PRSCX&ft=N-CSR&d=119018ce4dcd1d4f5fe0bb823b034502http://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-UShttp://quote.morningstar.com/stock-filing/Annual-Report/2013/12/31/t.aspx?t=XNYS:BRK.A&ft=10-K&d=d1b360ee32ef1eb7a3c660e71669e01ahttp://portfolios.morningstar.com/fund/summary?t=FDLXX®ion=usa&culture=en-US