# Thomas D. Schroeder > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11229 ## Record - **Judge:** Thomas D. Schroeder - **Year:** 2017 - **Report type:** Annual - **Pages:** 10 ## Text Wells Fargo Accounts (Wachovia) — Interest US Treasury Series EE Bonds — None First Tennessee Accounts — Interest Valic Fixed Income Plus Annuity — Int/Div Brokerage #1 (H) iShares Russell 1000 ETF — Int/Div PowerShares FTSE RAFI US 1000 — Int/Div iShares MSCI EAFE ETF — Int/Div Vanguard FTSE Developed Markets ETF — Int/Div Vanguard FTSE Emerging Markets ETF — Int/Div PIMCO Low Duration Fund Inst] — Int/Div Vanguard Ltd-Term Tax Exempt Adm — Int/Div Eaton Vance Floating Rate Inst — Int/Div — Sold (part) Fidelity Cash Money Market Fund — Int./y Brokerage £2 (H) iShares Russell 1000 ETF — Int/Div PowerShares FTSE RAFI US 1000 — Int/Div iShares MSC EAFE ETF — Int/Div Vanguard FTSE Developed Markets ETF — Int/Div Vanguard FTSE Emerging Markets ETF — Int/Div PIMCO All Asset All Authority Inst — Int/Div AQR Managed Futures Strategy C1 — None AQR Style Premia Alternative C1 1 — Int/Div PIMCO RAE Worldwide Fndmntl Advt PLUS Inst! — None — Sold PIMCO Unconstrained Bond Inst] — Int/Div — Buy RiverNorth/DoubleLine Strategic Income — Int/Div Vanguard Short-Term Investment-Grade Adm — Int/Div Eaton Vance Floating Rate Inst — Int/Div Fidelity Cash Money Market Fund — Int/Div Brokerage #3 (H) AQR Managed Futures Strategy C1 — None Eaton Vance Floating Rate Inst — Int/Div Fidelity Cash Money Market Fund — None IRA Z(H) iShares Russell 1000 ETF — Int/Div PowerShares FTSE RAFI US 1000 — Int/Div iShares MSC! EAFE ETF — Int/Div iShares MSCI Emerging Markets ETF — Int/Div PIMCO All Asset All Authority Inst — Int/Div Eaton Vance Floating Rate Inst] — Int/Div — Sold Eaton Vance Floating Rate Inst] — Buy Fidelity Treasury Daily Money Market Fund — None IRA £2 (H) PIMCO All Asset All Authority Instl — Int/Div Eaton Vance Floating Rate Ady — Int/Div — Sold (part) Eaton Vance Floating Rate Ady — Sold Eaton Vance Floating Rate Inst — Int/Div — Buy Fidelity Treasury Daily Money Market Fund (X) — Int/Div IRA #3 (H) PowerShares FTSE RAFI US 1000 — Int/Div iShares MSC EAFE ETF — Int/Div iShares MSCI Emerging Markets EFT — Int/Div PIMCO All Asset All Authority Instl — Int/Div AQR Managed Futures Strategy C1 1 — None AQR Style Premia Alternative C1 — Int/Div PIMCO RAE Worldwide Fndmntl Advt PLUS Inst! — None — Sold PIMCO Unconstrained Bond Inst! — Int/Div — Buy Eaton Vance Emerging Markets Local Income C11 — Int/Div RiverNorth/DoubleLine Strategic Income — Int/Div PIMCO Low Duration Fund Inst — Int/Div Eaton Vance Floating Rate Inst — Int/Div — Sold Eaton Vance Floating Rate Inst — Buy Fidelity Treasury Daily Money Market Fund (X) — Int/Div Mass Mutual Whole Life Insurance — Int/Div Mass Mutual Whole Life Insurance — Int/Div Loyal Amencan Insurance/Great Amencan Life Insurance Company — Int/Div Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest NC College Foundation 529 Dependable Income Fund — Interest Duke Univ. Faculty & Staff Retirement Plan 1X) Vanguard Target Retirement 2025 Fund (x) — Int/Div — Sold Vanguard Institutional Target Retirement Fund 2025 — istmbution — Buy IRA (dependent) (X) Principal Lifetime 2050 Fund — Int/Div Board Member, Notre Dame Law Association Board Member & President, Chief Justice Joseph Branch Inn of Court Senior Lecturer, Duke University Law School Agreement — 20:7 — Duke Univensty School of Law: $3,5(X) compensation as Senior Lecturer (Spring 2017), plus reasonable reimbursement for related travel and meals Agreement — 2007 — Bell Meadowmont, apartment lease (dependent was signator) Agreement — 2007 — Apartment lease (dependent was responsible) Liability — University of North Carolina/Chapel Hill — Tuition 2017 Liability — Bell Meadowmont — Lease 2017 (dependent was signator) Liability — Jan Smith — Apartment lease (dependent was responsible) Reimbursement — VERDANT i ART EG Oe Rae a class was scheduled in evenings Income — 27 — Duke Umiversity School of Law, teaching — $3,500.00 Part VII, Line 59: The Loyal American Life Insurance Company policy appears to be affiliated with and/or administered by The Great American Life Insurance Company. Part VII: BB&T account listed in previous reports has been closed. Part VII: Winston-Salem Foundation Donor Advised Fund was exhausted and is no longer reportable. Part VII: Lines 70-72: The Duke University Faculty & Staff Retirement Plan was either created in 2017 or inadvertently omitted from previous report(s) because not previously discovered. PartVIE: Lines 73-74: The IRA (dependent) was created for a dependent in 2014 and was inadvertently omited from previous reports because not previously discovered. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11229. Public record. Not legal advice.