# Jeffrey ET Bohm

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10306

## Record

- **Judge:** Jeffrey ET Bohm
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 33

## Text

University Federal Credit Union accounts (see part VII — Interest
Texas Health Credit Union accounts (see part VIII) — None
Comerica Bank account — Interest
Wells Fargo Bank, NA. accounts — None
Bank of America. NA. account — Interest
JP Morgan Chase Bank, NA. accounts (see part VID — Interest
Velocity Credit Union accounts — Interest
Duke Energy Corp. common {DRIP Shares) — Int/Div
Glaxosmithkline PLC com (DRIP Shares) — Int/Div
Imation Corp. common — None
Whole Foods Mkt Inc. common — Int/Div
T Rowe Price Growth Stock Fund — Int/Div
Dreyfus Liquid Assets Class 1 — None
Dell. Inc. common — None
IRA #1 (UFCU-IB)
Umversity Federal Credit Union — Interest
IRA #2 (UFCU-MEP)
Umiversity Federal Credit Union — Interest
IRA #3(3382)
New England Securities Daily Income Money Mkt Retail C1 — None
PIMCO Commodity Real Return Strategy Fund CID — Int/Div
Templeton Global Bond Fund Class A — Int/Div — Buy (add'l)
John Hancock High Yield Class A — Int/Div — Sold (part)
Davis New York Venture Class A — Int/Div
American Funds: The Growth Fund of America Class F-1 — Int/Div
Eagle Sm Cap Grwth Fd Cl A — None — Sold (part)
Perkins Mid Cap Value Fd Class T — Int/Div
Alger Midcap Growth Fund Class A — None
American Funds: Europacific Growth Fd Class F-1 — Int/Div — Sold (part)
T Rowe Price Emerging Markets Stock (Fd) — Int/Div — Buy (add'l)
Alpine Intl Real Estate Eq Fd C1Y — Int/Div — Sold (part)
Gabelli Ent Mgr & Acq Fd CI A — None
Hussman Strategic Growth Fund — Int/Div — Buy (add'l)
Columbia Sel Smir-CapVal Fd C1 A — Int/Div — Sold (part)
Mainstay ICAP Equity Fund CI A — Int/Div
Invesco Intl Growth Fund C1 A — Int/Div — Buy
IRA #6 (JB-AM) (021) (see part VIII)
Ameriprise Insured Money Market — None
Invesco Global Core Equity - B fka Invesco Basic Val - B — Int/Div
Invesco Real Estate - B — Int/Div
Oppenheimer Funds:OPP Small &M/Cap Value - A — None
Invesco Van Kampen Val Opps - B fka Invesco VK Gl Fr -B — Int/Div
MFS Family of Funds: MFS Utilities - B — Int/Div
IRA 2 7 (MEP-AM) (004)
RVS Retirement Advisor Advantg 4 Var Amn — None
457 Deferred Compensation Plan at State of Texas — Int/Div
401K at State of Texas — Int/Div
RiverSource Variable Univ Life Insurance Policy — None
Northwestern Whole Life Insurance Policy — Int/Div
Schulle, LLC (see part VII) — Rent
Trust Acct # - Trustee
New England Securities Daily Income Money Mkt Retail C1 — Int/Div
Invesco Intl Grwth Fd Cl A — Int/Div — Sold (part)
Cohen & Steers Global Realty Fd C1 A — Int/Div — Sold (part)
Columbia Mid Cap Value Fund C1 A — Int/Div — Sold (part)
Davis New York Venture Cl A — Int/Div — Sold (part)
Wells Fargo Advantage ST Muni Bd Fd Cl A — Int/Div — Sold (part)
Amencan Funds: The Growth Fund of America C1F-1 — Int/Div — Sold (part)
John Hancock High Yield C1 A — Int/Div
Templeton Global Bond Fund C1 A — Int/Div — Sold (part)
American Funds: Europacific Growth Fd Cl F-1 — Int/Div — Sold (part)
PIMCO Commodity Real Return Strategy Fund A — Int/Div — Sold (part)
Mainstay ICAP Equity Fund CI A — Int/Div — Sold (part)
Capital World Bond Fund C1 F-1 — Int/Div — Buy (add'l)
Prudential High Yd Fd Inc C1 A — Int/Div — Sold (part)
Fidelity Advisor New Insights Fd Cl A — Int/Div — Sold (part)
Meridun Growth Fund — Int/Div — Sold (part)
Nuveen High Yield Municipal Bond Fd C1 A — Interest — Buy (add'l)
Vanguard Inflation Protected Securities Fund — Int/Div — Sold (part)
ING Global Real Estate Fd C1 A — Int/Div — Buy (add'l)
US Savings Bonds (X) (see part VIII) — Interest — Redeemed
Whirlpool Corp. common — Int/Div
IRA 4 8 (MEP-FM-Rth-DM} (731)
Fidelity Large Cap Stock Fund — Int/Div
Fidelity Select Biotechnology Fund — Int/Div
Fidelity US Gov't Reserves — Int/Div
IRA 29 (MEP-FM-DM) (723)
Fidelity Diversified International Fund — None — Sold
Fidelity Intl Cap Appreciation Fund — None — Sold
Fidelity Cash Reserves — Int/Div
Fidelity Telecom & Utilities Fund — None — Sold
Fidelity Mid Cap Stock Fund — None — Sold
Fidelity New Millennium Fund — None — Sold
IRA #10 (MEP-TRP) (see part VII)
T. Rowe Price New Asia Fund (see part Vi — None — Sold
T Rowe Price Media & Telecomm Fd (see Part VIII) — None — Sold
T. Rowe Price Science & Technology Fund (see part VII) — None — Sold
Pfizer Inc common — Int/Div
USAA Certificate of Deposit (see part VIII) — Interest
IRA 211 (770)
New England Securities: Metlife Bank Money Market Account — Interest
IRA Z12(1763)
New England Securities Metlife Bank Premier Money Market — Interest
Invesco Mid Cap Core Eq Fd CI A — Int/Div
Invesco Developing Mkts Fd Cl A — Int/Div
Invesco Intl Growth Fd C1 A — Int/Div
Blackrock Equity Dividend Fund C1 A — Int/Div
Prudential High Yid Fd Inc C1 A — Int/Div
Gabelli Enterprise Mergers & Acq Fund C1 A — None
Fidelity Advisor New Insights Fund C1 1 — Int/Div
Franklin/Templeton Hard Currency Fund ClA — Int/Div
Hussman Strategic Growth Fund — Int/Div
ING Global Real Estate Fund C1 A — Int/Div
Perkins Mid Cap Value Fund C1 A — Int/Div
PIMCO Commodity Real Return Strategy Fund CID — Int/Div
PIMCO Total Return Fund C1 D — Int/Div
Templeton Global Bond Fund Cl A — Int/Div
Thornburg Intemational Value Fund C1 A — Int/Div
Invesco Van Kampen Sm Cp Val Fd Cl A — Int/Div
Invesco Van Kampen Sm Cp Grwth Fd Cl A — Int/Div
Doubleline Total Return Bd Fd C1 1 — Int/Div
MFS Emerging Markets Debt Fd C1 A — Int/Div
Inland American Real Estate Trust — Int/Div
Powell Mineral Trust - (see part VIII) — Rovalty
Community Natl Bank account — None
CNL Lifestype Prop Inc: CBRE Global Realty Trust (REIT) — Int/Div
Trust Acct # 2 - Trustee (X) (see part VII)
USAA Growth Fund (X) — Int/Div
USAA Precious Metals & Minerals Fund xX) — Int/Div
Trust Acct #3 - Trustee & Beneficiary (X) {see part VII
Trust #3 Brokerage Acct #1 (MSSB 014) (xX)
Citibank, NA Bank Deposit Program (X) — None
Western Asset Money Market Fd C1 A xX) — Int/Div
American High Income Trust Cl F1 (X) — Int/Div — Sold (part)
American High Income Trust Cl F1 (X) — Buy (add'l)
American High Income Trust Cl F1 (X) — Buy (add'l)
American High Income Trust Cl F1 (X) — Sold (part)
American High Income Trust Cl F1 (X) — Sold (part)
American High Income Trust Cl F1 (X) — Sold (part)
AT&T Ine. common (X) — Int/Div — Buy (add'l)
Baron Growth Fund (X) — Int/Div — Sold (part)
Baron Growth Fund (X) — Sold (part)
Baron Growth Fund (X) — Sold (part)
Baron Growth Fund (X) — Buy (add'l)
Baron Growth Fund (X) — Buy (add'l)
Baron Growth Fund (X) — Buy (add'l)
Blackrock Income Tr Inc (X) — Int/Div — Sold
Campbell Soup Co common (X) — Int/Div
Cambiar Small Cap Fund — Int/Div — Buy
Cambiar Small Cap Fund — Buy (add'l)
Cambiar Small Cap Fund — Buy (add'l)
Cambiar Small Cap Fund — Sold (part)
Harding Loevner Intl Eq lav Cl (X) — Int/Div — Sold (part)
Harding Loevner Intl Eq lav Cl (X) — Sold (part)
John Hancock High Yid C1 B (X) — Int/Div
Harding Loevner Intl Eq lav Cl (X) — Sold (part)
Harding Loevner Intl Eq lav Cl (X) — Buy (add'l)
Harding Loevner Intl Eq lav Cl (X) — Buy (add'l)
Harding Loevner Intl Eq lav Cl (X) — Sold (part)
Harding Loevner Intl Eq lav Cl (X) — Sold (part)
Janus Perkins Sm Cap Value Fd (X) — None — Sold (part)
Janus Perkins Sm Cap Value Fd (X) — Sold (part)
Janus Perkins Sm Cap Value Fd (X) — Sold (part)
Janus Perkins Sm Cap Value Fd (X) — Sold (part)
Janus Perkins Sm Cap Value Fd (X) — Sold (part)
Janus Perkins Sm Cap Value Fd (X) — Sold
Lazard Emerging Mkts Eq Portfolio Institutional Shs (X) — Int/Div — Sold (part)
Lazard Emerging Mkts Eq Portfolio Institutional Shs (X) — Buy (add'l)
Lazard Emerging Mkts Eq Portfolio Institutional Shs (X) — Buy (add'l)
Lazard Emerging Mkts Eq Portfolio Institutional Shs (X) — Buy (add'l)
Lazard Emerging Mkts Eq Portfolio Institutional Shs (X) — Sold (part)
Market Vectors Rare Earth Strategic Metals ETF (X) — Int/Div
Harris Assoc Inv Tr: Oakmark Fund (X) — Int/Div — Buy (add'l)
Harris Assoc Inv Tr: Oakmark Fund (X) — Buy (add'l)
Harris Assoc Inv Tr: Oakmark Fund (X) — Buy (add'l)
Harris Assoc Inv Tr: Oakmark Fund (X) — Buy (add'l)
Harris Assoc Inv Tr: Oakmark Fund (X) — Buy (add'l)
Harris Assoc Inv Tr: Oakmark Fund (X) — Sold (part)
Oneok Inc New common (X) — Int/Div
Pfizer Inc common (X) — Int/Div
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Int/Div — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Buy (add'l)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Buy (add'l)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Buy (add'l)
PIMCO Foreign Bd (Unhedged) Fd C1 A xX) — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Int/Div — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Sold (part)
PIMCO Total Return Fd C1 D(X) — Sold (part)
PIMCO Total Return Fd C1 D(X) — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Buy (add'l)
PIMCO Total Return Fd C1 D(X) — Buy (add'l)
Prudential Jennison Growth Fd C1 Z (X) — None — Buy (add'l)
Prudential Jennison Growth Fd C1 Z (X) — Buy (add'l)
Prudential Jennison Growth Fd C1 Z (X) — Sold (part)
Prudential Jennison Growth Fd C1 Z (X) — Buy (add'l)
Prudential Jennison Growth Fd C1 Z (X) — Sold (part)
Rare Element Resources Ltd - CAD (X) — None
Sysco Corp common (X) — Int/Div
New Eng Sec:Daily Income Money Market Retail Class (X) — Interest
Capital World Bond Fund CI B (X) — Int/Div
Davis New York Venture CI B (X) — None
Dreyfus AMT-Free Muni Bond Fd C1 A (xX) — Interest
American Funds: Europacific Growth Fd CIB(X) — Int/Div
Franklin Templeton Hard Curr Fd Cl A (Xx) — Int/Div
American Funds: The Growth Fund of America C1 B(X) — None
Invesco Cap Developmnt Fd C1 B (X) — None
MFS Emerging Mkts Debt Fd CI B (X) — Int/Div
Putnam Small Cap Value CI B (X) — None
Small Cap World Fd C1 B (X) — None
Templeton Global Bd Fd Cl A (X) — Int/Div
Van Eck Global Hrd Asts Fd C1 A (X) — Int/Div
JPMorgan Liquid Assets Money Market (xX) — Int/Div — Closed
Blackrock Capital Apprec Fd Inc C1 A (prev Inve A) — None — Buy
Blackrock Capital Apprec Fd Inc C1 A (prev Inve A) — Sold (part)
Blackrock Capital Apprec Fd Inc C1 A (prev Inve A) — Sold (part)
Blackrock Capital Apprec Fd Inc C1 A (prev Inve A) — Distributed
Delaware Pooled Tr: REIT Instl C1 (Pry Del RE Inst) (X) — Int/Div — (part)
Delaware Pooled Tr: REIT Instl C1 (Pry Del RE Inst) (X) — Sold (part)
Delaware Pooled Tr: REIT Instl C1 (Pry Del RE Inst) (X) — Distnbuted
Dodge & Cox International Stk Fd (X) — None — Sold (part)
Dodge & Cox International Stk Fd (X) — Sold (part)
Dodge & Cox International Stk Fd (X) — Distnbuted
Harbor International Fund Institutional xX) — None — Sold (part)
Harbor International Fund Institutional xX) — Sold (part)
Harbor International Fund Institutional xX) — Distnibuted
Ishares TR Russell 2000 Growth Index Fd (X) — Int/Div — Sold (part)
Ishares TR Russell 2000 Growth Index Fd (X) — Distnbuted
Ishares TR Russell Midcap Value Index Fd (X) — Int/Div — Sold (part)
Ishares TR Russell Midcap Value Index Fd (X) — Distributed
JPMorgan Tr Il Core Bond Fd Select Cl (prev Shares) (X) — Int/Div — Sold (part)
JPMorgan Tr Il Core Bond Fd Select Cl (prev Shares) (X) — Sold (part)
JPMorgan Tr Il Core Bond Fd Select Cl (prev Shares) (X) — Distnbuted
JPMorgan Diversified Mid Cap Growth Fd Select C1(X) — None — Sold (part)
JPMorgan Diversified Mid Cap Growth Fd Select C1(X) — Sold (part)
JPMorgan Diversified Mid Cap Growth Fd Select C1(X) — Distnbuted
JPMorgan Tr Emerging Mkts Equity Fund Select (X) — None — Sold (part)
JPMorgan Tr Emerging Mkts Equity Fund Select (X) — Distributed
JPMorgan Tr Intrepid Value Fd Select Cl) — Int/Div — Sold (part)
JPMorgan Tr Intrepid Value Fd Select Cl) — Sold (part)
JPMorgan Tr Intrepid Value Fd Select Cl) — Distnbuted
JPMorgan Treasury & Agency Fd Select Cl (prev Shs) (X) — Int/Div — Sold (part)
JPMorgan Treasury & Agency Fd Select Cl (prev Shs) (X) — Sold (part)
JPMorgan Treasury & Agency Fd Select Cl (prev Shs) (X) — Distributed
Marsico Focus (X) — None — Sold
PIMCO Total Return Inst] C1 (X) — Int/Div — Sold (part)
PIMCO Total Return Inst] C1 (X) — Sold (part)
PIMCO Total Return Inst] C1 (X) — Distributed
Royce Total Rm Fd (Inv C1) (X) — Int/Div — Sold (part)
Royce Total Rm Fd (Inv C1) (X) — Sold (part)
Royce Total Rm Fd (Inv C1) (X) — Distnbuted
Thomburg Inv Tr Value Fd C11(X) — Int/Div — Sold (part)
Thomburg Inv Tr Value Fd C11(X) — Sold (part)
Thomburg Inv Tr Value Fd C11(X) — Distnbuted
Transamerica Aegon Heh Yd Bd CIA (xX) — Int/Div — Sold (part)
Transamerica Aegon Heh Yd Bd CIA (xX) — Sold (part)
Transamerica Aegon Heh Yd Bd CIA (xX) — Distnbuted
Western Asset Core Bond Port C11(X) — Int/Div — Sold (part)
Western Asset Core Bond Port C11(X) — Sold (part)
Western Asset Core Bond Port C11(X) — Distnbuted
Ford Mtr Co Del Com (X) — None — Distributed
JPMorgan TR II Liquid Assets MMkt Fd Morgan Sh Cl — Int/Div — Open
Blackrock Cap Apprec Fd Inc CI A (X) — None
Delaware Pooled Tr-REIT Inst] C1(X) — Int/Div
Dodge & Cox Intl Stk Fd (X) — Int/Div
Ford Mtr Co Del Com (X) — None
Harbor Intl Fd Institutional (X) — Int/Div
Ishares TR Russell 2000 Growth Index Fd (X) — Int/Div
Ishares TR Russell Midcap Val Index Fd (xX) — Int/Div
JPMorgan Tr Il Core Bd Fd Sel Cl (X) — Int/Div
JPMorgan Diversified Mid Cap Growth Fd Sel C1(X) — Int/Div
JPMorgan Tr Emerging Mkts Equity Fd Sel (X) — Int/Div
JPMorgan Tr Intrepid Value Fd Sel C1 x) — Int/Div
JPMorgan Treasury & Agency Fd Sel C1 xX) — Int/Div
PIMCO Total Return Fd Institutional C1 1X) — Int/Div
Royce Total Return Fd (X) — Int/Div
Thomburg Invt Tr Value Fd C11 (X) — Int/Div
Transamerica Aegon Heh Yid Bd C1 A xX) — Int/Div
Western Asset Core Bond Port C11(X) — Int/Div
JPMorgan TR Il Mun MMkt Fd Morgan Cl — None — Open
Blackrock Cap Apprec Fd Inc Cl A (X) — None
Delaware Pooled Tr: REIT Instit C1(X) — Int/Div
Dodge & Cox Intl Stk Fd (X) — Int/Div
Ford Mtr Co Del Com (X) — None
Harbor Intl Fd Institutional (X) — Int/Div
Ishares TR Russell 2000 Growth Index Fd (X) — Int/Div
Ishares TR Russell Midcap Val Index Fd xX) — Int/Div
JPMorgan Tr 11 Core Bd Sel Cl (X) — Int/Div
JPMorgan Diversified Mid Cap Growth Fd Sel CHX) — Int/Div
JPMorgan Tr Emerging Mkts Equity Fd Sel (X) — Int/Div
JPMorgan Tr Intrepid Value Fd Sel C1 xX) — Int/Div
JPMorgan Treasury & Agency Fd Sel C1 1X) — Int/Div
PIMCO Total Return Fd Institutional C1 XxX) — Int/Div
Royee Total Return Fund (X) — Int/Div
Thomburg Invt Tr Value Fund C1 1 (X) — Int/Div
Transamerica Aegon Hgh Y1d Bd C1 A 1X) — Int/Div
Western Asset Core Bond Port C11(X) — Int/Div
Real Estate: Northville, Wayne Co, M1 house (X) — None
JPMorgan Chase Bank, NA. Accounts — None — Open
Antique Furniture, Artwork, China & Silverware (X) — None — Distnbuted
Collectibles (Artwork, Coins & Pottery) (xX) — None — Distnbuted
Vehicle (X) — None — Distnibuted
US Savings Bonds (X) {see part VIII) — Interest — Redeemed
Genworth Life & Annuity Ins Co Annuity X) — None — Closed
Genworth Life & Annuity Ins Co - IRA Amity (X) — None — Closed
Jackson Natl Life Ins Co Inc:Pers L - IRA Annuity 1X) — None — Closed
Jackson Natl Life Ins Co Inc:Pers L - IRA Annuity #2 (X) — None — Closed
Jackson Natl Life Ins Co Inc:Pers L - IRA Annuity #3 — Int/Div — Buy
Jackson Natl Life Ins Co Inc:Pers L - IRA Annuity #3 — Buy (add'l)
Pacific Life IRA Annuity: Pacific lnnov Sel - IRA Anmty — Int/Div — Buy
Prudential Annuities Life Asmee Corp: AS AdvisorIRAIX) — None — Closed
T Rowe Price Intl Growth & Income Fd (X) (see part VII — Int/Div
ING USA Annuity & Life Insurance Co XxX) — None — Closed
Bunk Austria Creditanstalt Acct (X) — Interest — Closed
PIA-Euro Govt Bond Sh (A), Depository Vienna, Austria (X) — Interest — Sold (part)
PIA-Euro Govt Bond Sh (A), Depository Vienna, Austria (X) — Sold
JPMorgan Chase Bank, N.A. account — Interest — Open
JPMorgan Chase Bank, N.A. CD (X) — Interest — Closed
Legacy Treasury Direct - Treasury Note (XxX) — Interest — Sold
Frontier Communications Corp. common x) — Int/Div — Sold
Monsanto Company common (X) — Int/Div — Sold
Pfizer Inc common (X) — Int/Div — Sold
USAA Federal Savings Bank Acct (X) — Interest — Closed
Solutia Inc common (X) — None — Sold
Solutia Inc common (X) — None — Sold — Development, LLC
Iberiabank (see part VIII) — Interest — Open
MFB Northern Fds Money Mkt Fd — Int/Div — Open
MFB Northen Fds Income Equity Fd (X) — Int/Div — Sold
MFB Northen Fds Stk Index Fd (X) — Int/Div — Buy (add'l)
MFB Northen Fds Stk Index Fd (X) — Sold (part)
MFC SPDR S&P Midcap 400 ETF Tr Unit Ser S&P Dep Rept(X) — None — Sold
MFB Northern Fds Small Cap Index Fd (xX) — Int/Div — Buy (add'l)
MFB Northern Fds Small Cap Index Fd (xX) — Buy (add'l)
MFC Ishares TR MSCI EAFE Index Fd (xX) — None — Sold
MFB Northern Intl Equity Index Fd (X) — Int/Div — Buy (add'l)
R*3] — Sold (part)
MFB Norther Fds Emerging Mkts Equity Index Fd (X) — Int/Div — Buy (add'l)
MFB Norther Fds Emerging Mkts Equity Index Fd (X) — Sold (part)
MFB Northen Fds Fixed Income Fd (X) — Int/Div — Sold
MFB Northern High Yield Fixed Income Fd (X) — Int/Div — Buy (add'l)
MFB Northern High Yield Fixed Income Fd (X) — Buy (add'l)
MFO Vagrd Fxd Inc Secs Fd Inc Infitn- Prot Sec Fd #19 (X) — None — Sold
MFC SPDR Gold Tr Shs (X) — None — Sold (part)
MFC SPDR Gold Tr Shs (X) — Sold (part)
MFC SPDR Gold Tr Shs (X) — Buy (add'l)
MFC SPDR Gold Tr Shs (X) — Buy (add'l)
MFC SPDR Gold Tr Shs (X) — Sold (part)
MFO PIMCO PAC Invt Mgmt Ser Comm Real Rin Strat Fd 1X) — Int/Div — Sold (part)
MFB Northern Fds Global Real Estate Index Fd — Int/Div — Buy
REN] — Sold (part)
MFB Northern Fds Bd Index Fd — Int/Div — Buy
MFB Northern Fds Bd Index Fd — Buy (add'l)
MFB Northern Mid Cap Index Fd — Int/Div — Buy
MFB Northern Mid Cap Index Fd — Sold (part)
MFB Northern Short Intermediate US Govt — Int/Div — Buy
MFB Northern Short Intermediate US Govt — Sold
MFC Flexshs Tr Iboxx $ Yr Target Duration Tips Index Fd — Int/Div — Buy
MFC Flexshs Tr Momingstar Gb Upstream Natl Res Indx Fd — Int/Div — Buy
MFC Flexshares Tr Iboxx 3 Yr Target Duration Tips Indx Fd — Int/Div — Buy
Citigroup Global Mrkis Inc - IRA # 14 (X) (see part VIII) — None — Closed
USAA Federal Savings Bank - IRA #15 1B (X) (see part VII) — Interest — Closed
Metlife. Inc. common (X) (see part VIII) — None — Sold
United States Savings Bonds (X) (see part vin — Interest — Redeemed
MFB Norther Fds Money Mkt Fd (X) — Sold (part)
MFB Norther Fds Money Mkt Fd (X) — Distnbuted
MFB Northem Fds Income Equity Fd (X) — Distributed
MFB Northern Fds Stk Index Fd (X) — Distributed
MFC SPDR S&P Midcap 400 ETF Tr Unit Ser S&P Dep Rept (X) — Distnbuted
MFB Northern Fds Small Cap Index Fd 1X) — Distnbuted
MFC Ishares TR MSCI EAFE Index Fd xX) — Distnbuted
MFB Northern Intl Equity Index Fd (X) — Distributed
MFB Norther Fds Emerging Mkts Equity Index Fd (X) — Distnbuted
MFB Northem Fds Fixed Income Fd (X) — Distnbuted
MFB Northern High Yield Fixed Income Fd (XxX) — Distnbuted
MFO Vagrd Fxd Inc Secs Fd Inc Infltn- Prot Sec Fd #19(X) — Distnibuted
MFC SPDR Gold Tr Shs (X) — Distnbuted
MFO PIMCO PAC Invt Mgmt Ser Comm Real Rm Strat Fd 1X) — Distnbuted
Estate #2 « (X) (see part VIII) — None
Nabors Industries Lid common (X) — Sold
AT&T Ine common (X) — Sold
Bank of America common (X) — Sold
Boardwalk Pipeline Partners LP (X) — Sold
Bristol Myers Squibb Co. common (X) — Sold
Caterpillar Inc. common (X) — Sold
Cemex SAB. De C.V. SPONS ADR (X) — Sold
Centurylink, Inc. common (X) — Sold
Congara Foods, Inc. common (X) — Sold
E Du Pont De Nemours & Co. common xX) — Sold
Frontier Communications Corp. common XxX) — Sold
General Electric Co. common (X) — Sold
Glaxosmithkline PLC SP ADR (X) — Sold
HJ. Hemz Co. common (X) — Sold
Hershey Company common (X) — Sold
Integrys Energy Group Inc. common (X) — Sold
Johnson & Johnson common (X) — Sold
Kinder Morgan Energy Prinrs LP (X) — Sold
Kraft Foods Inc. Class A (X) — Sold
Magellan Midstream Partners LP (X) — Sold
Microsoft Corp common (X) — Sold
Motorola Solutions Inc. common (X) — Sold
Motorola Mobility Holdings Inc. common (X) — Sold
New York Community Bancorp common (xX) — Sold
Nextera Energy Inc. common (X) — Sold
Nokia Corp Sponsored ADR (X) — Sold
OGE Energy Corp common (X) — Sold
PNC Financial Services Group common 1X) — Sold
Siemens A G SPONS ADR (X) — Sold
Suntrust Banks Inc. common (X) — Sold
Textron Inc. common (X) — Sold
Ventas Inc. common (X) — Sold
Verizon Communications common (X) — Sold
Vodafone Group PLC SPONS ADR (X) — Sold
Powershares QOOQ TR SER (X) — Sold
PIMCO Income Strategy FD 11 (X) — Sold
Nuveen Municipal Advantage Fd (X) — Sold
General Electric CAP Corp. common (X) — Sold
Wells Fargo CAP TR VI 5.85% (X) — Sold
Pioneer High Income Mun. Fd (X) — Sold
US West Communications Debs (X) — Sold
US West Communications Debs (X) — None — Sold — D Browning
Trustee, Trust Account #
Adpunct Professor of Law, College of Law, University of Houston Law Center
Adpmnct Professor of Law, South Texas College of Law
Trustee, Trust Account 42
Trustee, Trust Account #3
Agreement — 2011 — College of Law, University of Houston Law Center. I taught Advanced Bankruptcy in the Spring 2011 semester, received $1,200 for teaching this course.
Agreement — 2011 — South Texas College of Law. taught Business Bankruptcy & Reorg in the Spring 2011 semester. received $3,300 for teaching this course.
Agreement — 202 — College of Law, UH Law Center. I have agreed to teach Advanced Bankruptcy in the Spring semester of 2012. 1 will receive $1,200 for teaching this course.
Agreement — 2012 — South Texas College of Law. 1 have agreed to teach Business Bankruptcy & Reorg in the Spring semester of 2012. 1 will receive $3,300 for teaching this course.
Liability — Chase Southwest Airlines VISA (see part VIIT — Credit Card
Liability — Bank of America — Credit Card
Reimbursement — State Bar of Texas (Bankruptcy Law Section) — May 25-27, 2011 — Horseshoe Bay, TX — Non-FJC educational Seminar or program — meals and lodging
Reimbursement — Continuing Legal Education — exclusive of judicial education — RAT Te ns Pn THEAG (rate df re NANTES le Wp
Reimbursement — Farm, Ranch & Agri- Business Bankruptcy Institute — October 19-22. 2011 — Lubbock, TX — Non-FJC educational Seminar of program — meals, transportation and airtare
Reimbursement — The S D.. of Florida. Inc — 2011 — exclusive of judicial education — and lodging
Income — 05116/11 — College of Law, UH Law Foundation - Compensation Adjunct Professor — $1,200.00
Income — 0108/11 — South Texas College of Law - Compensation Adjunct Professor — S31 300.00
Spouse's income — 2011 — Emplovees Retirement System of Texas « Retirement
(16) Part VII, pages 24, 25 and 26, limes 331 - 364 and Part VII, pages 26 and 27, lines 369 - 383:

died on 7/28/11

was the

lifetime beneficiary of trust £4, which 1s reported on pages 26 and 27, lines 369 - 383

Trust #4 terminated upon

death, and

mherited 1/3 of the assets

in this trust

These assets were transferred to brokerage account #1, reported on pages 24, 25 and 26, lines 331 to 364

(17) Part VII, page 26, line 365: | cd on 7/28/11. [ER ivherited IRA # 14 | 'RA #14 was distributed to JJ the

account closed in September of 2011

(18) Part VII, page 26, line 366

died on 2/4/11. 1 inherited IRA #15, USAA Federal Savings Bank, [INN This IRA was distributed to me

and the account was closed on 3/16/2011

(19) Part VIL, page 26, line 367: [EE ov 2/4/11. | inherited Metlife, Inc. common stock [EE his stock was sold on 5/19/11

(20) Part VII, page 26, line 369 and page 27, line 384: The income for Trust #4 and Estate #2 is reported in aggregate. There were no assets remaining in either

entity at 12-31-11

(21) Part VII, page 27, line 384

died on 728/11. [J is co-cxecutor and 1/3 beneficiary of [EER cst. I 3 interest in

the estate assets, which were sold, are reported in lines 385 - 425.

22) Part VII, page 30, line 426

died on 728/11. [inherited an undivided 1/3 interest in | residence. This house was sold on

12/15/11 to Reginald E Vieta and Denver Browning

(23) Part VII, page 30, line 427: | 24/11. | inherited 50% of [fff Fidelity retirement savings account held [| cmployer, Wayne State

University

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10306. Public record. Not legal advice.