lniko tates istril · I I . D 0 0 . POSITION ORGANIZATION/ENTITY = 3. 2. AOJO Rev. 112008 . FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2008 . I. Person Reporting (last name, first,

'

' -

{ --

f

-;

' ..

; ;

; ; ;

' -

,. ..

,. '·

'

r-J �;:]

<fl1ambas of

]m11ifrr - C!Ioffmim

([ irf ]nbge

>=lniko tat.es istricl illourt Ens!t•rn Ilislrid nf Rtc11lurh11

August 17, 2009

219 }lnifro ;§tnlrs <Courtliousr

fJ-Q - il. ox 2228

!Irxington, ilR1.'J 40588-2228

Committee on Financial Disclosure

Administrative Office of the United States Courts

Suite 2-301

One Columbus Circle, N.E.

Washington, DC 20544

Gentlemen:

Enclosed please find the original and three copies of the Amended

Financial Disclosure Report as requested by the Committee.

Sincerely,

JBC:sa

Enclosures

.-.......

.:.. :, -·-=> .:1

!"._) -·

.. · · ..

( ..

,;.-

c·

N

Coffman, Jennifer B

I I

D 0

0

POSITION ORGANIZATION/ENTITY

=

3.

2.

AOJO Rev. 112008

FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2008

I. Person Reporting (last name, first, middle initial) 2. Court or Organization

COFFMAN, JENNIFER B. E.D. AND W.D./KY

Report Required by the Ethics in Government Act of 1978 (5 U.S.C app. f§ IOI-I JI)

3. Dat e of Report

0713012009

4. Title (Article Ill judges indicate active or senior status; Sa. Report Type (check appropriate type) 6. Reporting Period magistrate judges indicate full- or part-time)

Nomination? Date 01/0112008 U.S. DISTRICT JUDGE (ACTIVE)

D Initial Annual D Final to

12/31/2008 Sb. Amended Report

7. Chambers or Office Address 8. On tbe basis of the information contained in this Report and any modifications pertaining thereto it is, in my opinion, in compliance

306 US COURTHOUSE with applicable laws and regulations.

JOI BARR STREET LEXINGTON, KY 40588-2228

Reviewing Officer Date

/MPO RT ANT N 0 TES: The instructions accompanying this form must be followed. Complete all parts,

checking the NONE box for each part where you have no reportable information. Sign on last page.

J. POSJTJONS. (Reporting individual only; see pp. 9-13 of filing instructions.)

[Z] NONE (No reportable positions.)

NAME OF

I.

2.

4.

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 of/ding instructions.)

[Z] NONE (No reportable agreements.)

c - ·

(./) (' ::.: -= ;or-- -- ··

.::;:-:.._ rno: c::

(0: c;, 0c:·

l'.,J:J..]·· rnf"ll ::: ..c

bJ> )> <-r;,-

.,, rn CJ 0 rq N

NPARTIES AND TERMS

I.

3.

SOURCE DATES LOCATION

3.

2.2008

FINANCIAL DISCLOSURE REPORT

Page 2of9

Name of Person Reporting

COFFMAN, JENNIFER B.

Date of Report

0713012009

III. N 0 N-INVESTMENT IN CO ME. (Reponing individual and spouse; see pp. I 7-24 of filing instructions.)

A. Filer's Non-Investment Income

[ZJ NONE (No reportable non-investment income.)

SOURCE AND TYPE INCOME {yours, not spouse's)

I.

2.

4.

B. Spouse's Non-Investment Income - If you were married during any ponion of the reponing year, complete this sectioTL

(Dollar amount not required except for honoraria.)

D NONE (No reportable non-investment income.)

SOURCE AND TYPE

I. 2008

3.

DENTAL PRACTICE I SELF EMPLOYMENT

PEARSON JUSTICE AND COFFMAN LLC - EQUIPMENT LEASING

4.

IV. REIMBURSEMENTS - transponation, lodging.food, entenainment

(Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)

[ZJ NONE (No reportable reimbursements.)

PURPOSE ITEMS PAID OR PROVIDED

2.

3.

4.

5.

SOURCE

L

3.

4.


Page 3of9



Dare of Report

07/30/2J)09

V. GIFTS. (Includes those to spouse and dependent children; see pp.18-31 of filing instructions.)

[ZJ NONE (No reportable gifts.)

DESCRIPTION VALUE

2.

4.

5.

VI. LIABILITIES. (Includes those of spouse and dependent children; see pp. 31-33 of filing instructions.)

D NONE (No reportable liabilities.)

CREDITOR DESCRIPTION VALUE CODE

I. COUNTRYWIDE HOME LOANS SECOND HOME LOAN K

2.

3.

5.

I

EARLINGTON(HO

SIGNAi

A.

Description of Assets

(including trust assets)

Place "(X)" after each asset

exempt from prior disclosure

I. CITIZENS BANK - COMMON STOCK

2. RENT AL PROPERTY, PKINS COUNTY), KENTUCKY

3. KENTUCKY TAX FREE fNCOME SERIE s

4.

5. IRA #3 (CENTRAL BANK)

6. -CASH BALANCE £N IRA #3

7. -AMERICAN CENTURY GLOBAL GOLD FUND

8.

9. -COLUMBIA ACORN FUND CLASS Z

1 0. -GOLDMAN SACHS TR CORE FIX INST

11.

12.

13.

14. -MATIHEWS PACIFIC TIGER

15. -T ROWE PRICE EMERGING MARKET FUND

16. -!SHARES S&P GSCI UNIT BEN fNT

17. -VANGUARD 500 fNDEX FUND

I. Income Gain Codes: A=S 1.000 or less

(Sec Columns BI and 04) F=S50,00I -St00,000

2. Value Codes J=$15,000 or less

(See Columns Cl and 03) N=S25o.oo I - S500,000

Pl =S25,000,001 - SS0,000,000

3. Value Method Codes Q =Appraisal

(See Column C2) U =Book Value

B. c.

Income during Gross value at end of

reporting period reporting period

(!) (2) (1) Amount Type (e.g., Value Code I div., rent, Code 2 (A-H) or int.) (1-P)

A Dividend J

c Rent K

A Dividend J

None M

J

A Dividend

A Dividend J

A Dividend

c Dividend J

A Dividend J

None

None

B=Sl,OOl -S2,500

G=SI00,001 · Sl,000.000

K=S15,001 - s5o.ooo

0=S500,00I - SI ,000 ,000

R =Cost (Real Estate Only)

V =Other

(2) (!) Value Type (e.g.,

Method buy, sell,

Code 3 redemption)

(Q-W)

w

w

T Sold (part)

Sold (part)

T

T

Sold (part)

Sold

T Buy

Sold (part)

Sold (part)

Sold (part)

Sold

T Buy

T Buy

Sold

Sold

C =S2..IOI - S5,000

HI =Sl,000,001 - SS.000,000

L =S50,00I - $100,000

Pl =Sl,000,001 -S5,000,000

P4 =More than S50, 000,000

S =Assessment

W =Estimated

D.

Transactions during reporting period

(2) (3) (4) (5) Date Value Gain Identity of

Month - Code 2 Code I buyer/seller

Day (J-P) (A-H) (if private

transaction)

4/23 J

5/1 J

5/28 J B

817 J

5/28 J

5/28 J

8/4 J

8il9 J

12/19 J

5/28 J

5/28 J

3/4 J B

1/14 L

D=$5,001 - Sl5,000 E=S15,001 - S50,000

H2 =More than SS.000,000

M =SI00,001 -S250.000 p2 =S5,ooo.001 - s25,ooo.ooo

T =Cash Market


Page 4of9


.COFFMAN, JENNIFER B.·

Date of Report

0713012009-

VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP· 14-60 of filing instrucrions.J

D NONE (No reportable income, assets, or transactions.)

AI.

DMD40J(K)PROF

(I) (I) (3)

25.

30.


Page 5of9



Date of Report

07/30/2009

VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

0 NONE (No reportable income, assets, or transactions.)

A. B. C. D.

Description of Assets Income during Gross value at end of Transactions during reporting period

(including trust assets) reporting period reporting period

(2) (I) (2) (2) (4) (5) Place "(X)" after each asset


Amount Code I

(A-H)

Type (e.g.,

div., rent,

or int.)

Value

Code2

(J-P)

Value

Method

Code 3

(Q-W)

Type(e.g.,

buy, sell,

redemption)

Date

Month -

Day

Value

Code 2

(J-P)

Gain

Code I

(A-H)

Identity of

buyer/seller

(if private

transaction)

18. -VAN GUARD INDEX FDS REIT ETF A Dividend J T Buy 5/28 J

19. Sold 7122 J (part)

20. -COLUMBIA FDS SER TR MID CAP V A Dividend J T Buy 5/28 J z

21. -WILLIAMS SONOMA INC COM A Dividend J T

22. -WASHINGTON MUTUAL INC COMM A Dividend Sold 5/28 J ON

23. -GOLDMAN SACHS FINCL SQUARE A Dividend J T MONEY MARKET-PRINCPL

-·

24. -FEDERATED CAP APPRECIATION FU A Dividend L T Buy 1/14 L ND! SHARES

-GSCJ COMMODITY STRATEGY INST A Dividend J T Buy 3/10 J FUND

26. Buy 5/28

27.

28.

-FEDERATED TOT AL RETURN BOND F UNO

A Dividend J T Buy

Buy

8/4

8/19

29. -SPDR GOLD TR None J T Buy 7116

J

J

J

J

Buy 817 J

None M T IT SHARING PLAN (CENTRAL BANK)

32. -CASH BALANCE IN J T • DMD 40 I (K) PSP CENTRAL BANK

33. -AMCEN GLOBAL GOLD A Dividend J T Sold 5/28 J c (part)

34. Sold 10/23 J (part)

I. Income Gain Codes: A =Sl,000 Of less B =Sl,001 -S2,500 C =S2,501 - S5,000 D =S5.00I - S 15,000 E =S 15,001 - S50,000

(See Columns BI and 04) F =S50,00I - SI00,000 G =SI00,001 -Sl,000,000 HI =Sl,000,001 -$5,000,000 H2 =More lhan 15,000,000

2. Value Codes J =S 15,000 or less K =SIS,001 - S50,000 L =S50,00I -SI00,000 M =$100,001 - $250,000

(See Columns C l and DJ) N =S250,00I -S500,000 0 =S500,00I -SI ,000,000 Pl =Sl,000,001 • $5,000,000 P2 =SS,000,001 · $25,000,000

PJ =$25,000,001 -S50,000,000 P4 =More than $50,000,000

3. Value Method Codes Q =Appraisal R =Cost (Real Esute Only) S =Assessment T =Cash Market

(See Column C2) U =Book Value V=Oth er W =Estimated


Page 6 of9



Date of Report

07/30/2009

VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see PP· 34-60 of filing instructions.)


A. B. C. D.

Description of Assets Income during Gross value at end of Transactions during 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 G8.in Identity of

exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, Month. Code 2 Code I buyer/seller (A·H) or int.) (J·P) Code3 redemption) Day (J-P) (A-H) (if private

(Q-W) transaction)

35. -COL ACORN SMALL CAPZ A Dividend K T Buy 5/28 J

36. -COLUMBIA FDS SER Z A Dividend K T Buy 5/28 J

37. -GOLDMAN FIS MM-PRIN A Dividend J T

38. -GS TR CORE FIX INST A Dividend Sold 5/28 K (part)

39. Sold 8/4 J (part)

40. Sold 8/19 J (part)

41. Sold 12/19 J

42. -!SHARES S&P GSCI Sold 3/4 J c

43. -MATT PACIFIC TIGER D Dividend K T Buy 5/28 J

44. -TRPRICE EMERGING MKT A Dividend J T Buy 5/28 J

45. -VANORD 500 SGNL 1340 None Sold 1/14 M

46. -FEDERATED CAP APPRECIATION FU B Dividend L T Buy 1/14 M ND ! SHARES

47. -FEDERATED TOT AL RETURN BOND F A Dividend J T Buy 8/4 J UNO

48. Buy 8/19 J

49. -GSCI COMMODITY STRATEGY INST · A Dividend J T Buy 3/7 J FUND

50. -VANGUARD INDEX FDS REIT A Dividend J T Buy 5/28 K

51. -SPDR GOLD TR None J T Buy 7/16 J

I. Income Gain Codes: A =S 1,000 or less B =S 1,00 I -S2,500 C =$2,501 • S5,000 D =S5.00I • St5.000 E =S15.00I. $50,000

(See Columns Bl and 04) F =S50,00I • SI00,000 G =SI00,001 • Sl,000,000 HI =SJ,000,00t • S5,000,000 H2 =More than SS,000,000

2. Value Codes J =SIS,OOOor less K =Sl 5,00I - S50,000 L =S50,001 -SJ00,000 M =SI00.001 -S250,000

(See Columns CJ and 03) N =$250,00 I - $500,000 0 =S500,00 I - S 1,000,000 Pl =SJ,000,001 • $5,000,000 P2 =S5.000,00I • S25,000,000

P3 =$25.000,001 • SS0,000,000 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 =OthCT W =Estimated

152.

· 550.000


Page 7of9



Dare of Reporr

07/3onoo9

VII. INVESTMENTS and TRUSTS - income, value, transactions {1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.J


A.

Description of Assets

(including !rust assers)

Place "(X)" after each assel


B. c.

Income during Gross value al end of reporting period reporting period

(I) (2) (I) (2) (I) Amount Type (e.g., Value Value Type (e.g., Code I div., rent, Code 2 Melhod buy, sell, (A-H) or int) (J-P) Code) redemption)

(Q-W)

Buy

D. Transactions during reporting period

(2) (3) (4) (5) Date Value Gain ldentiry of

Month - Code 2 Code I buyer/seller Day (J-P) (A-H) (ifprivate

transaction)

10123

I. Income Gain Codes: A =Sl.000 or less B =Sl,001 -S2.500 C =S2.501 -S5.000 D =S5.00I · Sl5.000 E =S15.00I

(See Columns Bl and 04) F =S50.00I -$100,000 G =SI00,001-$1,000,000 HI =Sl,000,00l -S5,000,000 H2 =More than $5,000,000

2. Value Codes J =S 15,000 or less K =$15,001 - $50,000 L =$50.001 - $100,000 M =SJ00,001 - $250.000

(See Columns Cl and DJ) N =$250.00 I - $500,000 0 =$500,001 -SI .000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000.001 -$25.000.000

PJ =$25.000,001 -$50,000.000 P4 =More than $50.000,000 3. Value Method Codes Q =Appraisal R =Cos! (Real Estale Only) S =Assessment T =Cash Market

(See Column C2) U =Book Value V =Other W =Estimated


Page 8of9


COFFMAN, JENNIFER"B.

Date of Report

07/30/2009

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartoJReport.)

ITEMS SOLD ON LINES 3, 4, 7, 9, JO, 11, 12, 16, 18, 21, 32, 36, 37, 38, 39, 43, WERE SOLD AT A LOSS.


Page 9 of9

Name of Person Reporting Date of Report

COFFMAN, JENNIFER B. 07/30/2009

IX. CERTIFICATION.

I certify that all information given above {including information pertaining to my spouse and minor or dependent children, if any) is accui-ate, 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 of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY F AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301

One Columbus Circle, N.E. Washington, D.C. 20544

ORGANIZATION/ENTITY

5.

AOJO Rev.1/2008


FOR CALENDAR YEAR 2008

Report Required by the Ethics i11 Government Act of 1978 (5 U.S.C app. §§ 101-111)

1. Person Reporting (last name, first, middle initial) 2. Court or Organization 3. Date of Report

COFFMAN, JENNIFER B. E.D. AND W.D./KY 06/15/2009

4. Title (Article III judges indicate active or senior status; Sa. Report Type (check appropriate type) 6. Reporting Period ma_!1istrate )ud es indicate full- or part-time) . .

D Nomination, Dale <l1f{l1f2008 U.S. DISTRICT JUDGE (ACTIVE)

D Initial 0 Annual D Final to l 213112008

Sb. D Amended Report

7. Chambers or Office Address 8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance

306 US COURTIIOUSE with applicable laws and regulations.

101 BARR STREET LEXINGTON, KY 40588-2228

Reviewing Officer Date

·-· ·

IAilPORTANT NOTES: The instrurtioJJs oc.cun1po11yi11g tl1isfonn nmst be.folkiwe.d.. CompleJ.e. all parts, checking the NONE box for each part where you have no reportable information. Sign on lastpage.

I. PO SJTI 0 NS. (Reporting individual only; see pp. 9-13 of filing instructions.)

[Z] NONE (No reportable positions.)

POSITION

1.

NAME OF

2.

4.

II. AGREEMENTS. (Reporting individual only; see pp.14-16 of filing instructions.)

[ZJ NONE (No reportable agreements.)

1.

2.

3.

ITEMS

2.

2.2008


Page 2 of 9



Date of Report

06115)2009

HJ. N 0 N-JNVESTMENT JN CO ME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.)

A. Filer's Non-Investment Income

[ZJ NONE {Na reportable nan-investment i.ncame.j

SOURCE AND TYPE INCOME (yours, not spouse's)

1.

3.

4.

B. Spouse'S Non-Investment Income - Ifyou were married during any portion of the reporting year, complete this section.

(Dollar amau11t not required except for honoraria.)

D NONE (No reportable non-investment income.)

SOURCE AND TYPE

1. 2008 DENT AL PRACTICE I SELF EMPLOYMENT

PEARSON JUSTICE AND COFFMAN LLC - EQUIPMENT LEASING

3.

4.

JV. REIMBURSEMENTS ·-transportation, lodging,food, entertainment.

(fllcludes those to spouse and dependent children; see pp. 25-27 of filing instructions.)

[Z] NONE (No reportable reimbursements.)

SOURCE DATES LOCATION PURPOSE PAID OR PROVIDED

1.

3.

4.

5.

SOURCE DESCRIPTION VALUE


Page 3of9


COFFMAN, JENNIFER B. •

Date of Report

06/15/2009

V. GIFTS. (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)

[ZJ NONE (No reportable gifts.)

1.

2.

3.

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

1. COUNTRYWIDE HOME LOANS SECOND HOME LOAN K

2.

3.

4.

5.

EARLINGTON(HC

SIGNAI

>---------+--------+----·-----.-----·-,.----.---��- I j


Page 4 of 9



Date or Report

06/15/2009

VII. INVESTMENTS and TRUSTS -- income, vatue, transactions r1nc1udes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

0 NONE (No reportable income, assets, or transactions.)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

A. Uescription oi Assets (including trust assets)

Place "(X)" after each asset exempt from prior disclosure

CITIZENS BANK - COMMON STOCK

RENT AL PROPERTY, PK.INS COUNTY), KENTUCKY

KENTUCKY TAX FREE INCOME SERIE s

IRA #3 (CENTRAL BANK)

-CASH BALANCE IN IRA #3

-AMERICAN CENTURY GLOBAL GOLD FUND

-COLUMBIA ACORN FUND CLASS Z

-GOLDMAN SACHS TR CORE FIX INST

-MATTHEWS PACIFIC TIGER

-T ROWE PRICE EMERGING MARKET FUND

-!SHARES S&P GSCI UNIT BEN INT

-VANGUARD 500 INDEX FUND

J. Income Gain Codes: A =$1,000 or Jess (See Columns Bl and D4) F =SS0,001 - SI00,000

2. Value Codes J =Sl5,000 or less (See C.Olumns Cl and D3) N =S250,00I - $500,000

B. c. income during 1 <iross value at end ot·

reporting period reporting period

D.

T=sactiQ11s \l11ri11g p<Jrting p rioo

( (l) (/Amount I

Code l

(A-H)

A

c

A

A

A

A

c

A

(Z} !IIType (e.g., div., rent,

or int.)

Dividend

Rent

Dividend

None

Dividend

Dividend

Dividend

Dividend

Dividend

B =Sl,001 - S2,500

(l\Value

Code 2

(J-P)

J

K

J

M

J

J

J

J

G =$100,001 - Sl,000,000

K =$15,001 -S50,000 O =$500,001 - SJ,000,000

l (2\1 Value

Method Code 3

(Q-W)

u

u

T

T

T

T

T

T

(1)Typo (o.g.,

buy, sell, redemption)

Sold (J>1111)

Sold (part)

Sold (part)

Sold

Buy

Sold (part)

Sold (part)

Sold (part)

Sold

Buy

Buy

Sold

Sold

C =S2,501 - SS,000

HI =Sl,000,001 - SS,000,000

L =$50,001- SI00,000 Pl =Sl,000,001 - SS,000,000

i (2)j Date

Month -

Day

4/23

5/1

5128

8n

5/28

5128

8/4

8/19

12/19

5128

5128

3/4

1/14

i (3\I , . I Value

ICode 2

(J-P)

J

J

J

J

J

J

J

J

J

J

J

J

L

D =SS,001 - SIS,000

j (4) j! Gain 1

Code l

(A-H)

B

B

H2 =More than $5,000,000

M =$100,001 - $250,000 P2 =SS,000,001 - $25,000,000

(5)Identity of

buyer/seller

(if p rivate

transaction)

E =Sl5,00J - SS0,000

P3 =S25,000,00I • SS0,000,000 P4 =More than SS0,000,000 3. Value Melhod Codes Q=Appraisal R =Cost (Real Es late Only) S =Assessment T =Cash Marker

(See Column C2) U =Book Value V=Other W=Estimated

I i I i

I

VAl

COFFMA

} j

J

I

I I I

33.

I (3)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 5 of 9 C OFFMAN, JENNIFER B. 06/15/2009

VII. INVESTMENTS and TRUSTS -- income, value, transactions anc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.;


A. B. c. D.

Uescription oi Assets income during Gross \'a.iue at end oi Transactions ciudng repori ng penad


(2)(l) (2) (I) (2) (I) (4) (5)I Value Date I Value GainType (e.g., Identity of Place "(X)" after each asset Amount ValueType (e.g., I II


18. -VAN GUARD INDEX FDS REIT ETF

19.

20. -COLUMBIA FDS SER TR MID CAP z

21. -WILLIAMS SONOMA INC COM

22. -WASHINGTON MUTUAL INC COMM ON

23. -GOLDMAN SACHS FINCL SQUARE MONEY MARKET-PRINCPL

24. -FEDERATED CAP APPRECIATION FU ND I SHARES

25. -GSCI COMMODITY STRATEGY INST FUND

26.

27. -FEDERATED TOTAL REI1JRN BOND F UND

28.

29. -SPDR GOLD TR

30.

31. WESLEY COFFMAN DMD 401(K) PROF IT SHARING PLAN (CENTRAL BANK)

32. -CASH BALANCE IN WESLEY N DMD 401(K) PSP CENTRAL BANK

Code l

(A-H)

A

A

A

A

A

A

A

A

div., rent,

or int.)

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

None

Code2

(J-P)

J

J

J

J

L

J

J

J

M

J

Month-Method buy, sell,

Code3 Dayredemption)

(Q-W)

T Buy 5/28

Sold 7/22

(part)

T Buy 5/28

T

Sold 5/28

T

T Buy 1/14

T Buy 3/10

Buy 5/28

T Buy 8/4

Buy 8/19

T Buy 7/16

Buy 8/7

T

T

Code 2

(J-P)

J

J

J

J

L

J

J

J

J

J

Code l buyer/seller

(if private

transaction) (A-H)

-AMCEN GLOBAL GOLD A Dividend J T Sold 5/28 J c (part)

34. Sold 10/23 J (part)

1. Income Gain Codes: A =S 1,000 or less B =Sl,001 - S2,500 C =S2,501 -S5,000 0 =S5,00! - S15,000 E =SJ5,00I - S50,000

(Sec Columns Bl and 04) F =S50,00J -SI00,000 G =SI00,001 -SJ,000,000 HI =Sl,000,001 - $5,000,000 H2 =Mo re lhan S5,000,000

2. Value Codes J =Sl5,000 or Jess K =$15,001- $50,000 L=S50,001-SIOO,OOO M =S!00,001 -S250,000 (See Columns Cl and 03) N =S250,001 - SS00,000 0 =S500,00I - $1,000,000 Pl =Sl ,000,001 - SS,000,000 P2 =$5,000,001 - $25,000.000

P3 =S25,000,001 - S50,000,000 P4 =More than S50,000,000

3. Value Method Codes Q =Appraisal R =Cos1 (Real Estale Only) S =Assessment T =Cash Markel

(See Column C2) U=BookValue V=Olher W=Eslimaled

{ { i

-

i j


Page 6 of 9



Date of Report

06/15/20.()9

VII. INVESTMENTS and TRUSTS ·- income, value, transactions r1nc1udes those of spouse and dependent children; see pp. 34-60 of ft/inc instructions.)


A. Uescripiion oi Assets

(including trust assets)

(

B. inccine during

reporting period

(l) (2)

c. Oross vaiue al enO oi

reporting period

(1) (2) (l) Place "(X)" after each asset Amount Type (e.g., Value i Value Type (e.g., I

exempt from prior disclosure Code l div., rent, Code2 Method buy, sell, (A-H) or int.) (J-P) Code 3 redemption)

(Q-W)

35. -COL ACORN SMALL CAPZ A Dividend K T Buy

36. -COLUMBIA FDS SER Z A Dividend K T Buy

37. -GOLDMAN FIS MM-PRIN A Dividend J T

38. -GS TR CORE FIX INST A Dividend Sold (part)

39. Sold (part)

40. Sold (part)

41. Sold

42. -!SHARES S&P GSCI Sold

. 43. -MAIT PACIFIC TIGER D Dividend K T Buy

44. -TRPRICE EMERGING MKT A Dividend J T Buy

45. -VANG RD 500 SGNL 1340 Sold

46. -FEDERATED CAP APPRECIATION FU B Dividend L T Buy ND I SHARES

47. -FEDERATED TOT AL RETURN BOND F A Dividend J T Buy UND

48. Buy

49. -GSCI COMMODITY STRATEGY INST A Dividend J T Buy FUND

50. -VAN GUARD INDEX FDS REIT A Dividend J T Buy

51. -SPDR GOLD TR J T Buy

1. Income Gain Codes: A =Sl,000 or Jess B =Sl,001 - $2,500 c =$2,501 • $5,000

(See Columns Bl and 04) F =$50,001 - SI00,000 G =SI00,001 • Sl,000,000 HI =Sl,000,001 • $5,000,000

2. Value Codes J =Sl5,000 or Jess K =$15,001 • $50,000 L =$50,001 • SI00,000 (See Columns Cl and 03) N =$250,001 • $500,000 0 =$500,001 • Sl,000,000 Pl =Sl,000,001 - $5,000,000

P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000

3. Value Method Codes O=Appraisal R =Cost (Real Estate Only) S =Assessmenl

(See Column C2) U =Book Value V=Other W =Estimated

I

D. Transaci•ons <lurlng reporijng perio<i

(2) ( (3) (4) Date I Value Gain

Month - Code2 Code 1

Day (J-P) (A·H)

5/28 J

5/28 J

5/28 K

8/4 J

8/19 J

12/19 J

3/4 J c

5/28 J

5/28 J

1/14 M

1/14 M

8/4 J

8/19. J

3/7 J

5/28 K

7/16 J

D =$5,001 - Sl5,000

H2 =More than $5,000,000

M =SI00,001 • S250,000 P2 =S5,000,00I • $25,000,000

T=Cash Marker

i

I (5)

Identity of

buyer/seller

(if private

transaction)

E =Sl5,00I - $50,000

I

I

152.

\ l \

l (l} j (2)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 7 of 9 COFFMAN, JENNIFER B. 06/15/2009

VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those of spouse and dependent children; see pp. 34-60 of filing instructions.) ..


A. B. c. D.

Descrip1ion of AsselS lncome during Cross value al end of Transaclions during reporting period

(including trust assets) reporting period reporting period -r···- _T_______ TI (1) (2) (2) j ('.>) t (4) (5}

(1) I I I Gain IPlace "(X}" afte.r each asset IAmount Type(e.g., Value Value Type(e.g., Date Value Identity of

exempt from prior disclosure Code 1 (Ml)

div., rent,

or int.)

Code 2

(J-P)

Method

Code3

(Q-W)

buy, sell,

redemption)

Month·

Day

Code 2

(J-P)

Code 1

(A'.H) buyer/seller

(if private

transaction)

Buy 10/23 J

l. Income Ga.in Codes: A =Sl,000 or Jess B =Sl,001 • $2,500 c =$2,501 - $5,000 D =$5,001 • $15,000 E =Sl5,00I • S50,000

(See Columns Bl and 04) F =$50,001 • $100,000 G =$100,001 • $1,000,000 HI =Sl,000,001 - $5,000,000 H2 =More than $5,000,000

2. Value Codes J =Sl5,000 or Jess K =$15,001 • $50,000 L =$50,001 - $100,000 M =SI00,001 • $250,000

(See Columns Cl and D3) N =$250,001 - $500,000 O =$500,001 • Sl,000,000 Pl =Sl,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

(See Column C2) Q =Appraisal

U =Book Value

R =Cost (Real Estate Only)

V =Other

S ==Assessment

W =Esrimared

T =Cash Market


Page 8 of 9


COFFMAN, JENNIFER B. ·

Date of Report

06/15/2009

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicale parlofReport.)

ITEMS SOLD ON LINES 3, 4, 7, , 10, 11, 12, 16, 18, 21, 32, 36, 37, 38, 39, 43, WERE SOLD AT A LOSS.


Page 9 of 9

Name of Person Reporting Date of Report

COFFMAN, JENNIFER B. 06/15/2009

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 prOYiiiODS pcrmittini; non m:!OMiTC-

I f!!rthei- certify tha! earned im:ome from outside employment and IlQ!!Qraria and !be 11ccep!1!!!ce of gifts which ban be1m repQrted 1m: in compliance with the. provisions of 5 U.S.C- app. § 501 et. seq., 5 U.S.C_ § 7353, and Judicial Conference regulations..

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFU AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544

Documents

lniko tates istril · I I . D 0 0 . POSITION ORGANIZATION/ENTITY = 3. 2. AOJO Rev. 112008 . FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2008 . I. Person Reporting (last name, first,