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Judicial Watch • Robert H Cleland Financial Disclosure Report for 2005

Robert H Cleland Financial Disclosure Report for 2005

Robert H Cleland Financial Disclosure Report for 2005

Page 1: Robert H Cleland Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:19

Date Created:December 5, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Robert H Cleland, partial, reported, Growth, trust, 2005, EPA, transactions, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 978
Rev. 112006 
FOR CALENDAR YEAR 2005 U.S.C. app. JOI-I Person Reporting (last name, first, middle Initial) Court Organization Date Report 
CLELAND, ROBERT DISTRICT COURT, 06/30/2006 Title (Article Ill judges indicate active senior status; Sa. Report Type (check appropriate type) Reporting Period magistrate judges indicate full-or part-time) 
OI/01/2005 
Nomination, Date 
Active 
Initial Annual Final I2/3I/2005 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regulations. 
707 Theodore Levin Courthouse 
231 West Lafayette Blvd 
Detroit, 48226 
Reviewing Officer Date 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 instructio.ns.J NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Co-Trustee Trust 
Co-Trustee Trust 
Co-Trustee Trust 
Co-Trustee Trust4 
Trustee Trust 
President Foundation 
President Sub-Chapter Corporation 
Partner Partnership 
Member Board Directors Condomium Association 

10. 
Member Investment Club 

........,
11. 
'-.,, 
0-c:.: 
r-0
(/) :::;: c::J> ,:n;: rni"'1tJ
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) 

NONE (No reportable agreements.) 

....0 
PARTIES AND TERMS 1985 DEFERRED COMP. AGREEMENT; ADMINISTRATOR: NATIONWIDE INSURANCE COMPANY 1973 RETIREMENT AGE ELIGIBILITY 

JV. REIMBURSEMENTS -transportation, lodging, food, entertainmenL (Jncludes those spouse and dependent children. See pp. 25-27 ofinstructions.) NONE (No reportable reimbursements.) SOURCE 

Contracts Seminar; Arizona; October21-27, 2005 

Name Person Reporting 
Date Report 
CLELAND, ROBERT 
06/30/2006 

VALUE 

2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  

(Includes those spouse and dependent children. 
VII. Page INVESTMENT and TRUSTS -income, value, transactions 	See pp. 36-54 ofInstructions.) 
Description Assets Income during Gross value end Transactions during reporting period reporting period reporting Indicate where applicable owner period the asset using the parenthetical 
"(J)" for joint ownership reporting (I) (2) (I) (2) not exempt from disclosure 
individual and spouse, "(S) "for Amount Type Value Value Type separate ownership spouse. "(DC)" Code (e.g., Code Method (e.g., buy, for ownership dependent child. (A-H) dividend, (J-P) Code sell, partial 
rent (Q-W) sale, merger, 
(2) (3)
Place "(X)" after each asset 	interest) redemption 
(5) 
exempt from prior disclosure. 
Date:  Value  Gain  Identity buyer/seller  
Month- Code  Code  (if private transaction)  
Day  (J-P)  (A-H)  

Fractional share ofFR6 Dividend 
Reported 2004 
Partnernhip lines Company (common) Dividend 	Reported 2004 report line Aztar (common) None Reported 2004 report line 
Citizens First Bancorp Inc (common) Dividend Reported 2004 report line 
CUB Investment Partnership Dividend Reported 2004 report onlines4 Deferred Compensation Plan None Reported 2004 report line DFA Large Cap Value Fund Dividend Buy 04126 
DFA Small Cap Value Fund Dividend Buy 04/26 
Fidelity Cash Reserves Fund Dividend Reported 2004 Teport line Fidelity Daily Income Fund Dividend Reported 2004 report line 
Reported 2004 report line Florida residential real estate held for Dividend 
rental; Forward .Intemtl Small (common) Dividend Reported 2004 report line General Electric (common) Dividend Reported 2004 report line 
Greenfield Commercial Credit Canada None 	Reported 2004 report line 
(common) Greenfield Commercial Credit LLC None Reported 2004 report lines  Hennessy Focus Fund  Capital  Buy  04/27  Reported 2004 report  
Gain line Inc/Gain Codes: 1,000 less  B=$ ,OO1-$2,500  C=2,501-$5,000  D=$5,00 l-$15,000  E=$15,001-$50,000  
(Col Bl, D4)  F=$50,000-$ 00,000  G=$ 00,001-1,000,000  H=$ ,OOO,OO1-$5,000,000  H2=$5,000,00 more Val Codes: J=$ 5,000 less K=$15,001-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 P1= 1,000,001-$5,000,000 P2=$5, 000, 001-$25, 000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: App rai R=Cost (real estate only) S=A ssessm ent T=Ca sh/Market (col C2) U=Book Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  
(Includes those spouse and dependent children.  
VIL Page  INVESTMENT and TRUSTS -income, value, transactions  See pp. 36-54 Instructions.) 
Description Assets Income during Gross value end Transactions during reporting period reporting period reporting Indicate where applicable owner period the asset using the parenthetical 
"(J)" for joint ownership reporting (1) 
(2) (2) 
(I) not exempt from disclosure 
individual and spouse, "(S) "for  Amount  Type  Value  Value  Type  
separate ownership spouse. "(DC)"  Code  (e.g.,  Code  Method  (e.g. buy,  
for ownership dependent child.  (A-H)  dividend,  (J-P)  Code  sell, partial  
rent  (Q-W)  sale, merger,  (2)  (3)  (4)  (5) 

Place "(X)" 
after each asset interest) redemption Date: Value Gain Identity buyer/seller 
exempt from prior disclosure. 
Month-Code Code (if private transaction) Day (J-P) (A-H)  HussmanStrategic Growth Fund  Dividend  Partial Sale  04/27  Reported 2004 report line  Intel Corp (common)  Dividend  Reported 2004 report line  Investment Club fractional share Investment Club, Michigan Limited Liability Company; see part VIII for comments)  None  Reported 2004 report line 223  iShares Dow Select Dividend Index Fund  None  Buy  04/29  Reported 2004 report line  iShares Dow SP/Barra Growth Fund  None  Buy  04/29  !shares SP Global 100 Index Fund Jensen Portfolio Class Fund  None  Dividend  Buy Sell  08/10 04/29 None  Reported 2004 report line  Johnson Johnson (common)  Dividend  Reported 2004 report line  Julius Baer Intern Fund  None  Buy  04/27  Reported 2004 report line  Julius Baer Intern'] Fund  None  Sell  08/05  Reported 2004 report line  Lincoln National (common)  Dividend  Partial Sale  02/15  Reported 2004 report lines  Michigan residential real estate held for rental;  Dividend  Reported 2004 report line  Pepsico (common)  Dividend  Reported 2004 report line  Proctor Gamble (common)  Dividend  Reported 2004 report line  Rydex ETF Tust SP 500 Equal Weight Fund  None  Buy  04129  SP Dep Rcpts/Spdrs Trust  None  Buy  04129 Inc/Gain Codes: A=l,000 Jess B=$1,001-$2,500 C=2,501-$5,000 D=$5,001-$15,000 E=$15,00l-$50,000 (Col Bl, 04) F=$50,000-$100,000 G=$100,001-1,000,000 H=$ ,000,001-$5,000,000 H2=$5,000,001 more Val Codes: 1=$15,000 Jess K=$15,001-$50,000 L=$50, 001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col Cl, 03) 0=500,000-$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=$50,000,00J more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Bo Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  

VII. Page INVESTMENT and TRUSTS -income, value, transactions 
Description Assets Income during reporting period 
Indicate where applicable owner  
the asset using the parenthetical  
"(J)" for joint ownership reporting  (1)  (2)  
individual and spouse, "(S)"for  Amount  Type  
separate ownership spouse.  "(DC)"  Code  (e.g.,  
for ownership dependent child.  (A-H)  dividend,  

(Includes those spouse and dependent children. See pp. 36-54 Instructions.) Gross value end Transactions during reporting period reporting 
period  
(1) Value Code (J-P)  (2) Value Method Code  (1) Type (e.g. buy, sell, partial not exempt from disclosure  

(Q-W) sale, merger, 
rent 
(2) 
(5)
Place "(X)" after each asset interest) 
redemption 
exempt from prior disclosure. 
Date:  Value  Gain  Identity ofbuyer/seller  
Month- Code  Code  (if private transaction)  
Day  (J-P)  (A-H)  Smucker (common)  Dividend  
'34 Global China Regional Opp Fund  Dividend  1RA1 DFA Micro Cap Fund Hennessy Cornerstone Growth Fund  None  Hussman Strategic Growth Fund  Jensen Portfolio Class Fund  Matthews Asian Growth Income Fund  IRA2  None  Emerging Market Telecom Fund (IRA)  Nasdaq Ser (common) (IRA)  Reported 2004 report line  Reported on.2004 report line43  
Buy  04/29  
Sell  4/27  
Sell  4/27  
Sell  4/29  
Buy  4/28  
Reported 2004 report line  
Buy  05/02  Reported 2004 report line  

Sell 04/27 Reported 2004 report 
Rydex Sector Rotation Class (common) line 
(IRA)  SP Dep Rcpts/Spdrs Trust (IRA)  FRl  None  Constellation Ultra Short Duration Fixed  
Fund  DFA lnterm Government Fixed Fund  DFA Large Cap Value Fund  DFA Micro Cap Fund  DFA Small Cap Value Fund Inc/Gain Codes: A=l ,000 Jess B=$ ,OO1-$2,500 (Col Bl, D4) F=$50,000-$I 00,000 G=$ 00,001-l ,000,000 
Buy  05104  
Sell  04/27  None  
Buy  04/27  
Buy  04/27  
Buy Buy  04127 04/27  
C=2,501-$5,000 H=$! ,000,001-$5,000,000  D=$5,001-$15,000 E=$15,001-$50,000 H2=$5,000,001 more Val Codes: J=$15,000 less K=$15,00l-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl= 1,000,001-$5,000,000 P2=$5,000,001-$25 ,000,000 P3=$25,000,00 -$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  
(Includes those spouse and dependent children.  
VIL Page  INVESTMENT and TRUSTS -income, value, transactions  See pp. 36-54 Instructions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
reporting period reporting  
Indicate where applicable owner  period   
the asset using the parenthetical  

"(J) "for joint ow11ership reporting (I) 
(1) 
(2) (1) not exempt from disclosure 
individual and spouse, "(S) "for Amount Type Value Value Type 
separate ownership spouse. "(DC)" Code 
Code Method (J-P) Code 
(e.g. buy, 
sell, partial 
for ow11ership dependent child. (A-H) 
dividend, 
rent (Q-W) sale, merger, 
(2) (3) (4) (5) 
Place a11 "(X)" after each asset interest) redemption 
Date: Value Gain Identity buyer/ seller 
exempt from prior disclosure. 
Month-Code Code (if private transaction) Day (J-P) (A-H) Fidelity Cash Reserves Fund 
Forward Intenational Small Companies  Buy  04/28  
Fund  
Hennessy Cornerstone Growth Fund  SeJI  04/27  Hennessy Focus Fund  Partial Sale  04127  
....  Hussman Strategic Growth (mutual fuind)  Partial Sale  04/27  iShares Dow Jones Select Divident  Buy  05/04  iShares SP 500/ Barra Growth Fund  Buy  05/04  !shares SP Global 100 Index Fund  Buy  08/JO  Jensen Portfolio (common)  Sell  04/29  Julius Baer Global Income Instl Fund Julius Baer Total Return Bond Fund  sen Buy  0804 04/28 Lincoln National (common) Partial Sale 02115 
Matthews Asian Growth Income Fund Partial Sale 04/27 
NASDAQ 100 Fund Buy 05/04 
PIMCO Total Return Fund Buy 04/28 
PIMCO Total Return Fund 09/29 None 
Rydex Sector Rotation Class (common) SeJI 04/28  SP Dep Rcpts/ Spdrs Trust Fund  Buy  05/04 Global China Region Opportunity Fund  Buy  04/28  Vanguard Fixed Inc Secs Terrn Corp Fund  Buy  04/28  Vanguard Short Term Fund Inc/Gain Codes: 1,000 Jess  B=$1,001-$2,500  C=2,501-$5,000  D=$5,00 l-$15,000  E=$15,001-$50,000  
(Col Bl,  F=$50,000-$ I00,000  G=$ 00,00 l-1,000,000  H=$1,000,00 l-$5,000,000 =$5,000,00I more Val Codes: 1=$15,000 less K=$15,00 l-$50,000 L=$50,001-100,000 M=$ I00,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl=$ l,OOO,OOl-$5,000,000 P2=$5, 000, 001-$25,000, 000 P3=$25, 000, 001-$50, 000, 000 P4=$50, 000, more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col U=Book Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  0613012006  

(Includes those spouse and dependent children.  
VII. Page  INVESTMENT and TRUSTS -income, value, transactions  See pp. 36-54 Instructions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
reporting period reporting  
Indicate where applicable owner  period  

the asset using the parenthetical 
"(J)" for joint ownership reporting (1) 	(2) 
(2) {l) not exempt from disclosure 
individual and spouse, "(S)" for Amount Type Value Value Type separate ownership spouse. "(DC) Code (e.g., Code Method (e.g. buy, 
for ownership dependent child. (A-H) 	dividend, (J-P) Code seJI, partial rent (Q-W) sale, merger, 
Place "(X)" after each asset 	interest) redemption 
(2) 
(4) 
(5) 
exempt from prior disclosure. 
Date:  Value  Gain  Identity buyer/seiler  
Month- Code  Code  (if private transaction)  
Day  (J-P)  (A-H)  FR2 CUB Investment Partnership DFA Large Cap Value Fund DFA Micro Cap Fund DFA SmaJI Cap Value FUnd Energy Sector SPDR Fund Forward Intemat'I SmaJI (common) Greenfield Commercial Credit (common) HennessyComerstoneGrowth Fund  Dividend Capital Gains  Buy Buy Buy SeJI SeJI  04/28 04/28 04/28 02122 04/27 None  Hennessy Focus Fund  Partial Sale  04/27  None  Hussman Strategic Growth Fund  Partial Sale  04/27  iShares Dow Select Dividend Fund  !shares SP Global Index Fund    Buy  08110  iShares SP 500/Barra Growth Fund  Buy  03/01  Jensen Portfolio Class Fund  04/29  None  Julius Baer Intern'! Fund  Sell  08/05  Lincoln National (common)  Partial Sale  02/15  Matthews Asian Growth Income Fund Nasdaq 100 Unit Ser Fund  Buy  05/03  Rydex ETF Trust SP 500 Equal Weight Fund  Buy  05/03  Rydex Sector Rotation Class Fund  Sen  04/28 Inc/Gain Codes: A=l,000 less B=$ ,OO1-$2,500 C=2,501-$5,000 D=$5,001-$15,000 E=$l 5,001-$50,000 (Col Bl, 04) F=$50,000-$l 00,000 G=$ 00,001-1,000,000 H=$ ,OOO,OO1-$5,000,000 H2=$5,000,00 more Val Codes: J=$15,000 less K=$ 5,001-$50,000 L=$50,001-100,000 M=$ 00,001-$250,000 N=$250,001-$500,000 (Col Cl, 03) 0=500,000-$1,000,000 Pl= l,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  
(Includes those spouse and dependent children.  
VII. Page  INVESTMENT and TRUSTS -income, value, transactions  See pp. 36-54 Instructions.) Description Assets illdicate where applicable ow11er the asset usi11g the pare11thetical "{J)" for joint ownership reporting individual a11d spouse, "(S)"for separate ownership spouse. "(DC)" for ownership dependent child. Place "{X)" after each asset exempt from prior disclosure. SP Dep Rcpts/ Spdrs Trust Fund Income during reporting period (1) (2) Amount Type Code (e.g., (A-H) dividend, rent interest) Gross value end reporting period (1) (2) Value Value Code Method (J-P) Code (Q-W) Transactions during reporting period (1) not exempt from disclosure Type (e.g., buy, sell, partial sale, merger, (2) (3) (4)redemption (5) Date: Value Gain Identity buyer/seller Month Code Code (ifprivate transaction) Day (J.P) (A-H) Buy 05/03 Global China Regional Opp Fund CUB Investment Partnership Dividend Capital Gains DFA Large Cap Value Fund  Buy 04/28 DFA Micro Cap Fund  Buy 04/28  
100 DFA Small Cap Value FUnd  Buy 04/28  
101 Energy Sector SPDR Fund  Sell 02/22  
102 Forward Intemat'l Small (common)  
Greenfield Commercial Credit (common)  
104 HennessyComerstone Growth Fund  Sell 04/27 None  
105 Hennessy Focus Fund  Partial Sale 04/27 None  
106 Hussman Strategic Growth Fund  Partial Sale 04/27  
107 iShares Dow Select Dividend Fund  
!shares SP Global 100 Index Fund  Buy 08/JO  
109 iShares SP 500/Barra Growth Fund  Buy 03/01  
110 Jensen Portfolio Class Fund  Sell 04/29 None  
111 Julius Baer Intern'! Fund  Sell 08/05  
Lincoln National (common)  Partial Sale 02/15  
Matthews Asian Growth Income Fund  
114 Nasdaq 100 Unit Ser Fund  Buy 05103 Inc/Gain Codes: ,000 less B=$ ,OO 1-$2,500 (Col Bl, D4) F=$50,000-$100,000 G=$ 00,001-1,000,000  C=2,501-$5,000 D=$5,00 l-$15,000 E=$15,001-$50,000 H=$1,000,001-$5,000,000 =$5,000,001 more Val Codes: 1=$15,000 less K=$15,001-$50,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl=$ l,000,001-$5,000,000  L=$50,00 l-IOO,OOO M=$100,001-$250,000 N=$250,001-$500,000 P2=$5,000,001-$25,000,000 P3=$25,000,00 l-$50,000,000 =$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) (col C2) U=Book Value Other  S=Assessment T=Cash/Market W=Estimate  

2005  Name Person Reporting  Date Report  
Robert (:!eland  06/30/2006  
(Includes those spouse and dependent children.  
VII. Page  INVESTMENTand TRUSTS-income, value, transactions  See pp. 36-54 Instructions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
reporting period reporting  
Indicate where applicable owner  period  
tire asset usillg tire parenthetical  

"(J)"for joint ownership reporting 
(1) (2) (2) (I) not exempt from disclosure 
individual and spouse, "(SJ" for Amount Type Value Value Type 
separate ownership spouse. "(DC) 
Code Code Method (e.g. buy, 
for ownership dependent child. (A-H) 	dividend, (J-P) Code sell, partial rent (Q-W) sale, merger, 
(2) (3) (4)
Place "(X)" 
after each asset 	interest) redemption 
exempt from prior disclosure. 
Date: Value Gain Identity buyer/seller 
Month-Day  Code (J-P)  Code (A-H)  (if private transaction)  
115  Rydex ETF Trust SP 500 Equal Weight Fund  Buy  05/03  

116 Rydex Sector Rotation Class Fund 	Sell 04/28 
SP Dep Rcpts/Spdrs Trust Fund 	Buy 05/03 
118 Global China Regional Opp Fund 119 Dividend
FR4 Capital Gains 
120 CUB Investment Partnership 
121 DFA Large Cap Value Fund 	Buy 04/28 
122 DFA Micro Cap Fund 	Buy 04/28 
123 DFA Small Cap Value FUnd 	Buy 04/28 
124 Energy Sector SPDR Fund 	Sell 02/22 
125 Forward Intemat'I Small (common) 126 Greenfield Commercial Credit (common) 
127 HennessyComerstoneGrowth Fund 	Sell 04/27 None 
128 Hennessy Focus Fund 	Partial Sale 04/27 None 
129 Hussman Strategic Growth Fund 	Partial Sale 04/27 
130 iShares Dow Select Dividend Fund 
131 !shares SP Global l00 Index Fund 	Buy 08/10 
132 iShares SP 500/Barra Growth Fund 	Buy 03/01 
133 Jensen Portfolio Class Fund 	Sell 04129 None 
134 Julius Baer Intem'l Fund 	Sell 08/05 
135 Lincoln National (common) 	Partial Sale 02/15 Inc/Gain Codes: 1,000 Jess (Col Bl, 04) F=$50, 000-$100, 000  B=$ ,OO 1-$2;500 G=$100,001-l ,OOO,OOO  C=2,501-$5,000 D=$5,001-$15,000 E=$15,001-$50,000 H=$1,000,001-$5,000,000 H2=$5,000,001 more Val Codes: J=$15,000 less (Col CI, D3) 0=500,000-$1,000,000  K=$15,001-$50,000 Pl= 1,000,001-$5,000,000  L=$50,001-100,000 M=$ 00,001-$250,000 N=$250,001-$500,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal (col C2) U=Book Value  R=Cost (real estate only) V=Other  S=Assessment T=Cash/Market W=Estimate  

2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  
(Includes those spouse and dependent children.  
VIL Page  INVESTMENT and TRUSTS -income, value, transactions  See pp. 36-54 Instructions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
reporting period reporting  
Indicate where applicable owner  period  
the asset using the parenthetical  

"(J)" for joint owners/lip reporting 
(1) (2) (1) not exempt from disclosure 
individual and spouse, "(S)"for Amount Type Value Value Type 
Code (e.g., Code Method (e.g. buy, 
for ownership dependent child. (A-H) 	dividend, (J-P) Code sell, partial 
rent (Q-W) sale, merger, 

(2) (3) (4) (5)
Place "(X)" after each asset interest) redemption Date: Value Gain Identity buyer/seller 
exempt from prior disclosure. 
Month-Code Code (if private transaction) Day (J-P) (A-H) 136 Matthews Asian Growth Income Fund 137 Nasdaq I00 Unit Ser Fund Buy 05103 138 Rydex ETF Trust SP 500 Equal Weight Buy 05103 Fund 139 Rydex Sector Rotation Class Fund Sell 04/28 140 SP Dep Rcpts/Spdrs Trust Fund Buy 05103 141 Global China Regional Opp Fund 142 Dividend
FRS 143 PLC Sponsored ADR 144 Lincoln National (common) 145 Nisource, fka NIPSCO (common) 146 SEMCO Energy (common) 
. 
147 Fidelity Spartan Florida Municipal Income Fund 148 Fidelity Fund (MM) Dividend
FR6 Interest 150 Albertsons Inc (common) Sell 02/23 None 151 Aibertsons Inc (common) Sell 03/08 None 152 Allstate Corp (common) Partial Sale 02/23 153 Alltel Corp (common) Partial Sale 02/23 154 American Express (common) 
Ameriprise Financial Inc (common) Spin-off 10/03 	Spin-off from American Express Inc/Gain Codes: 1,000 less B=$1,001-$2,500 C=2,501-$5,000 D=$5,00l-$15,000 E=$15,001-$50,000 
(Col Bl, D4) F=$50, 000-$100, 000 G=$100,001-1,000,000 H=$ ,000,001-$5,000,000 H2=$5,000,001 more Val Codes: 1=$15,000 less K=$15,001-$50,000 L=$50,001-100,000 M=$ 00,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl= 1,000,001-$5,000,000 P2=$5,000,00l-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market 
(col C2) U=Book Value V=Other 	W=Estimate 
2005  Name Person Reporting  Date eport  
Robert Cleland  06/30/2006  

VII. Page INVESTMENTand TRUSTS -income, value, transactions  
Description Assets  Income during  
reporting period  
Indicate where applicable owner  
the asset using the parenthetical  

individual and spouse, "(SJ" for  Amount  Type  
separate ownership spouse.  "(DC)"  Code  (e.g.,  
for ownership dependent child.  (A-H)  dividend,  
rent  

(Includes those spouse. and dependent children.  
See pp. 36-54 Instructions.)  
Gross value end  Transactions during reporting period reporting  
period  

"(J)"for joillt ownership reporting 
(1) (I) (2) (1) not exempt from disclosure 
Value Value Type Code Method (e.g., buy, (J-P) Code sell, partial 
(Q-W) sale, merger, 
Place "(X)" after each asset 	interest) 
redemption 
(2) 
(4) 
exempt from prior disclosure. 
Date:  Value  Gain  Identity buyer/seller  
Month- Code  Code  (if private transaction)  
Day  (J-P)  (A-H)  

156 Amer Int'! Group Inc (common) 157 Amer Int'! Group Inc (common) 158 Anadarko Petroleum Corp (common) 159 Astrazeneca PLC (common) 160 AXA -Spon-ADR (common) 
161 Group PLC (common) 162 BASF AG-Spon ADR (common) 
163 	Baker Hughes Inc (common) 
164 	Banco Santander Centi Hispano Spon ADR (common) 
. 
165 	Barclays PLC (common) 
Bellsouth Corp (common) 167 Burlington Resources Inc (common) 168 Caterpillar Inc (common) 
169 Chevron Texaco Corp (common) 
170 Cisco Systems Inc (common) 
171 Comeria Inc (common) 
172 

Conocophillips (common) 
173 
Conocophillips (common) 174 Costco Warehouse Corp (common) 175 Costco Warehouse Corp (common) Inc/Gain Codes: A=I ,000 less B=$1,001-$2,500 (Col BJ, D4) F=$50,000-$100,000 G=$ 00,00 l-I ,000,000 
Partial Sale 02/23 None Sell 12/13 None 
Incorrectly listed full sale 2004 line 139 
Incorrectly listed full sale 2004 line 144 
Partial Sale 08/16 
Sell 10117 Sell 03/07 None Buy 11/07 
Incorrectly listed full sale 2004 line 147 
Buy 03/08 Sell 10/17 None Buy 03/03 
Partial Sale 07/27 
Partial Sale 02/23 Sell 03/08 
C=2,501-$5,000 D=$5,00l-$15,000 E=$15,00I-$50,000 H=$1,000,001-$5,000,000 H2=$5,000,00I more Val Codes: J=$ S,OOO Jess K=$15,001-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col CJ, D3) 0=500,000-$1,000,000 Pl= J,OOO,OOl-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,00J more Val Mth Codes: Q=Appraisal R=Cost (real estat only) S=Ass essm ent T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 
Date Report 
2005 
Name Person Reporting 
06/30/2006
Robert Cleland 
(Includes those spouse and dependent children. 
 
VII. Page INVESTMENT and TRUSTS -income, value, transactions See pp. 36-54 Instructions.)  
J)escription Assets  Income during  Gross value end  Transactions during reporting period  
reporting period reporting  
Indicate where applicable owner  period  
the asset using the parenthetical  
"(J)"for joillt ownership reportillg  (I) (2)  (1) (2)  (1) not exempt from disclosure  
individual and spouse, "(S) "for  Amount Type  Value Value  Type  
separate owners/iip spouse. "(DC)"  Code (e.g.,  Code Method  (e.g. buy,  
for ownership dependent child.  (A-H) dividend,  (J-P) Code  sell, partial  
Place "(X)" after each asset exempt from prior disclosure.  rent interest)  (Q-W)  sale, merger, (2) (3) (4)redemption Date: Value Gain  Identity buyer/seller (5)  
Month-Code Code  (if private transaction)  
Day (J-P) (A-H)  

176 177  Credit Suisse Group Spon ADR (common) Credit Suisse Group Span ADR (common) Partial Sale Partial Sale  02/23 08/16  
178  Credit Suisse Group Spon ADR  Buy  12/05  
(common) 
179  Danaher Corp (common)  Partial Sale  02/23  
180  Dell Computer Corp (common)  
181  Disney Walt (common)  
182  Duke Energy Corp (common)  Sell  10/17  None  
183  Eon Span ADR (common)  
184  Electronic Data Systems Corp (common)  Partial Sale  2/23  None  
185  Electronic Data Systems Corp (common)  Sell  03/10  None  
186  Enel Spa Span ADR (common)  Sell  10/17 Incorrectly listed full sale 2004 line 162  
187  EMC Corp Mass (common)  Buy  11/04  
188  Exxon Mobil Corp (common)  Buy  11/04  
190  Fedex Corp (common) Fidelity Cash Reserves  Partial Sale  02/23  
191  First Data Corp (common)  Partial Sale  02123  
192  First Data Corp (common)  Sell  03/08  
193  Gannett (common)  Sell  03/08  None  
194  Gap Inc (common)  Sell  11/04  None  
195  General Electric (common)  Partial Sale  02/23  None  
196  General Electric (common)  Sell  12/13  None Inc/Gain Codes: A=l ,000 less 8=$1,001-$2,500 C=2,501-$5,000 0=$5,001-$15000 E=$ 5,001-$50,000 (Col Bl, D4) F=$50,000-$ 00,000 G=$ 00,001-1,000,000 H=$1,000,001-$5,000,000 H2=$5,000,001 more Val Codes: 1=$15,000 less K=$15,00!-$50,000 L=$50,001-100,000 M=$I 00,001-$250,000 N=$250,00l-$500,000 (Col Cl, 03) 0=500,000-$1,000,000 Pl= J,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 
2005 
Name Person Reporting 
Date Report 
Robert Cleland 
(Includes those spouse and dependent children 
 
VII. Page INVESTMENT and TRUSTS -income, value, transactions 	See pp. 36-54 Instructions.) 
Description Assets 	Income during Gross value end Transactions during reporting period 
reporting period reporting 
l11dicate where applicable owner period the asset using the pare11thetical "(J)" for joi11t ownership reporti11g (I) (2) (I) (2) (I) not exempt from disclosure i11dividual and spouse, "(S)" for Amount Type Value Value Type separate ow11ers/rip spouse. "(DC)" Code (e.g., Code Method (e.g., buy, 
for ownership dependent child. (A-H) 	dividend, (J-P) Code sell, partial rent (Q-W) sale, merger, 
(2) (3) (4)
Place a11 "(X)" after each asset 	interest) redemption 
Date: Value Gain Identity buyer/seller 
exempt from prior disclosure. 
Month-Code Code (if private transaction) Day (J-P) (A-H) 
197 Glaxo SmithKline PLC ADR (common) Goldman Sachs Group, Inc (common) 199 Hitachi Ltd -Spons -ADR (common) Partial Sale 02/23 Incorrectly listed full sale 2004 line 170 
Honeywell International Inc (common) 
HSBC Holdings PLC (common) Sell 11/04 
IBM Corp (common) Buy 03/08 
Ing Group Span ADR (common) 
Intel Corp (common) Partial Sale 02/23 
!shares MSCI Japan Index Fund Partial Sale 02/23 
!shares MSCI Japan Index Fund Buy 11/07 
!shares NASDAQ Biotech Index Fund Sell 03/07 None 
Int'! Paper (common) Buy 03/03 
Int'! Paper (common) Sell 10/17 None 

Johnson Johnson (common) 	Incorrectly listed full sale 2004 line 180 
KLA-Tencor Corp (common) Buy 03/03 
Kimberly Clark Corp (common) Sell ll/07 None 

Lafarge Span ADR (common) Partial Sale 11/07 
Lafarge Span ADR (common) Sell 02/23 
Lehman Brothers Holdings Inc (common) Partial Sale 08/16 
Lincoln National (common) 
Lockheed Martin Corp (common) 
Lowes Companies Inc Inc/Gain Codes: 1,000 less B=$1,001-$2,500 C=2,501-$5,000 D=$5,00J-$15,000 E=$15,001-$50,000 
(Col Bl, D4) F=$50,000-$ 00,000 G=$ 00,00 l-J ,000,000 H=$ ,OOO,OO 1-$5,000,000 =$5,000,00J more Val Codes: 1=$15,000 less K=$15,001-$50,000 L=$50, 001-1 00,000 M=$ 00,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl=$ l,OOO,OOJ-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 =$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate nly) S=Assessment T=Cash/Market (co C2) U=Book Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  

(Includes those spouse and dependent children. VII. Page INVESTMENT and TRUSTS -income, value; transactions See pp. 36-54 Instructions.) Description Assets Indicate where applicable owner the asset usi11g the pare11thetical "(J)" for joillt ow11ersliip reporting individual and spouse, "(S)"for separate ow11ership spouse. "(DC)" for ownership depe11de11t child. Place "(X)" after each asset exempt from prior disclosure. Manulife Financial Services (common) Matsushita Elec Ind (common) Merck (common) Micron Technology Inc (common) Income during reporting period (I) (2) Amount Type Code (e.g., (A-H) dividend; rent interest) Gross value end reporting period (I) (2) Value Value Code Method (J-P) Code (Q-W) Transactions during reporting period (I) not exempt from disclosure Type (e.g. buy, sell, partial sale, merger, (2) (3) (4)redemption Date: Value Gain Month-Code Code Day (J-P) (A-H) Buy 12/29/03 Sell 12/13 None Sell 03/10 None  (5) Identity buyer/seller (if private transaction) Incorrectly omitted from past reports  
Microsoft Corp (common)  
Mitsubishi Tokyo Financial Spon ADR (common)  
Morgan Stanley (common)  Buy 03109  
Motorola Inc (common) Nat'! City Corp (common)  Buy 10/17 Partial Sale 03/08  
News Corp LTD ADR New Australia (common)  
Nissan Motor Ltd {common)  Buy 03/03  
Nissan Motor Ltd (common)  Partial Sale 08/16  
Nomura Holdings Inc New Spon ADR (common)  
Occidental Petroleum Corp (common) Oracle Corp (common) Procter Gamble (common) Royal Dutch Shell PLC-ADR (common)  ...  Incorrectly listed full sale 2004 lirie 203 Incorrectly listed full sale 2004 line 207  
RMA Money Mkt Portfolio San Paolo IM! (common) Sanofi-Aventis-ADR (common)  Partial Sale 02123 Inc/G ain Codes: ,000 less B=$1,00I-$2,500 C=2,501-$5,000 D=$5,00I-$15,000 E=$15,001-$50,000 (Col Bl, D4) F=$50,000-$ 00,000 G=$100,001-l,OOO,OOO H=$ ,000,001-$5,000,000 H2=$5,000,001 more Val Codes: 1=$15,000 less K=$15,001-$50,000 L=$50,001-100,000 M=$ 00,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 PI=$ l,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,00I more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=As sessm T=C ash/Marke (col C2) U=Book Value V=Other W=E stim ate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  

(Includes those spouse and dependent children. 

VII. Page INVESTMENT and TRUSTS -income, value, transactions See pp. 36-54 Instructions.) 
Description Assets Income during Gross value end Transactions during reporting period 
reporting period reporting 

Indicate where applicable owner period 
the asset using the parenthetical 
"(J)" for joint ownership reporting (1) (2) (1) (2) (I} not exempt from disclosure 
individual and spouse, "(S)"for Amount Type Value Value Type 

separate ownership spouse. "(DC) Code (e.g., Code Method (e.g. buy, 
for ownership dependent child. (A-H) dividend, (J-P) Code sell, partial 
rent (Q-W) sale, merger, 

(2) (3)
Place "(X)" after each asset interest) redemption 
Date: Value Gain Identity buyer/seller 
exempt from prior disclosure. 
Month-Code Code (if private transaction) Day (J-P) (A-H). 
Sara Lee Corp (common) Schlumberger Ltd (common) Siebel Systems Inc (common) Siemens AG-Spons ADR (cornmrnon) Sony Corp (common) ...... :',  Sell Buy Sell Buy  11/07 10/17 09115 03103  None  Incorrectly listed full sale 2004 lines 212 '213  
SPDR Corp -Spons ADR (common)  Buy  12/13  
Suntrust Banks Inc (common)  Sell  10/17  
Telefonica SA-Spon ADR (common)  Buy  03109  
Telefonica SA-Spon ADR (common)  Sell  12/13  None  
Time Warner, Inc. (common) Total SA-Spon ADR (common)  Buy Buy  03/10 01/19  
Transocean, Inc (common) Tyco Intl Ltd New (common) Tyco Intl Ltd New (common) Washington Mutual Inc (common) UBS (USD) Stock)  ...  Buy Buy Sell Sell Buy  03/10 03/08 1.2/13 03/10 03/03  None  Incorrectly listed full sale 2004 line 220 Bankcorp (common) Bankcorp (common) United Technologies Corp (common) United Technologies Corp (common)  Buy Sell Partial Sale Partial Sale  03/03 11/04 01/19 08/16  None Inc/Gain Codes: A=l ,000 less D=$5,001-$15,000 E=$15,001-$50,000 
B=$J,001-$2,500 C=2,5_01-$5,000 (Col Bl, D4) F=$50,000-$100,000 G=$ 00,001-1,000,000 H=$J,OOO,OOJ-$5,000,000 H2=$5,000,00J more Val Codes: 1=$15,000 Jess K=$15,001-$50,000. L=$50,00J-100,000 M=$J 00,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl= l,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,00J-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 
2005  Name Person Reporting  Date Report  
Robert Cleland  06/30/2006  

(Includes those spouse and dependent children. VII. Page INVESTMENT and TRUSTS -income, value, transactions See pp. 36-54 Instructions.) Doscription Assets Income during Gross value end Transactions during reporting period 
reporting period reporting Indicate where applicable owner period 
the asset using the parenthetical 
"(J) "for joint ownership reporting 
(1) (2) not exempt from disclosure 
individual and spouse, "(SJ"for Amount Type Value Value Type separate ownership spouse. "(DC)" Code (e.g., Code Method (e.g. buy, for ownership dependent child. (A-H) dividend, (J-P) Code sell, partial 
rent (Q-W) sale, merger, 
(4) (5)
Place "(X)" after each asset interest) redemption 
Date: Value Gain Identity buyer/seller 
exempt from prior disclosure. 
Month-Code Code (if private transaction) Day (J-P) (A-H) Interest/
FR7 
Dividend 
Fidelity Cash Reserves Inc/Gain Codes: 1,000 less B=$1,001-$2,500 C=2,501-$5,000 D=$5,001-$15,000 E=$15,001-$50,000 (Col Bl, D4) F=$50,000-$ 00,000 G=$100,001-1,000,000 H=$1,000,001-$5,000,000 H2=$5,000,001 more Val Codes: 1=$15,000 less K=$15,001-$50,000 L=$50,001-l 00,000 M=$ 00,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=500,000-$1,000,000 Pl= l,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 
Date Report 
Name Person Reporting 
06/30/2006
CLELAND, ROBERT 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReporL) 
Re: "Investment Club" line Section VII -Investments 
This entity Limited Liability Company, and the equivalent mutual fund limited partnership designed engage investment strategies, !tis 
"common investment fund" and the assets are not individually reported because the reporting judge does not control influence the Company's investment 
decisions, which are delegated the investment advisory division financial institution. See Commentary (3) and Commentary (5) Part VIII, pages 59c60, 
January 2006 Financial Disclosure Instructions. See also Canon 3(C)(3)(c)(ii).  
Date Report Name Person Reporting 
Pge 6of6 

06/30/2006
CLELAND, ROBERT 
' 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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