# Stephen S. Trott

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13081

## Record

- **Judge:** Stephen S. Trott
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 9

## Text

Acct. @(H)
Chevron Corp CVX — Int/Div
Exxon Mobil Corp XOM — Int/Div
Realty Income Corp Reit O — Int/Div
Brandes Invt TR BEMIX Inst] Emerging Mkts Fund Class — Int/Div — Sold
Harbor Fund Commodity Real Return Strategy FD Inst] CL HACMX — Int/Div — Sold
Dodge Cox Int'l Stk Fd DODFX — Int/Div
American Funds) Growth Fund of America Class F GFFFX (X) — Int/Div
Nationwide Mut FDS New Geneva M/C Growth FD Inst] Service CL NWHYX — Int/Div — Sold
Janus Inst Overseas FD JIGFX — Int/Div — Sold
Perkins Advisor) Mid Cap Value CI IMVAX (X) — Int/Div — Sold
Clearbridge) Value Trust TR Inc NAV LMNVX(X) — Int/Div
Franklin) Mutual Global TEBIC (X) — Int/Div — Sold
LP. Morgan US Govt Money MKT Fund Inst] Class WGXX — Int/Div — Sold
Pimco Commodity - Real Return Strategic Fund - PCRIX — Int/Div — Sold
PIMCO Funds Pac Int Total Retum PTTRX — Int/Div
T. Rowe Price Intl FDS (PRIDX) Inc. Int'l Discovery Fund — Int/Div — Sold (part)
T. Rowe Price Intl FDS (PRIDX) Inc. Int'l Discovery Fund — Int/Div — Sold
Vanguard Index Vanguard 500 Index S00 Index FD Admiral Shares (VFIAX) — Int/Div
Vanguard Sm Cap Index Admiral Shares (VSMAX) — Int/Div
Vanguard BD Index FDS Short Term BD Index FD Admiral SHS (VBIRX) — Int/Div — Buy (add'l)
Vanguard Fixed Income Sec. FD Short VFSUX — Int/Div
Vanguard Fixed Income Sec. FD Short VFSUX — Int/Div — Buy
Vanguard Index TR Mid-Cap Index Fund Admiral Shares (VIMAX) — Int/Div
Vanguard BD Index FDS Total Bond Mkt Index FD Admiral Shares (VBTLX) — Int/Div
Vanguard Star Fund Total Intl Stock Index FD Admiral Shares (VTIAX) — Int/Div
Cash & Money Market - Evergreen US Govt Portfolio — Interest
Acct. New Additions (H)
DFA US Targeted Value Port DFFVX (X) — Int/Div — Buy
DFA World Ex US Core DFWIX (X) — Int/Div — Buy
DFA US Large Cap Value DFLVX (X) — Int/Div — Buy
SCHSTUSTRSR SCHOO (X) — Int/Div — Buy
Vanguard Ltd Term Tax VMLUX (X) — Int/Div — Buy
Acct (H)
Brandes Invt TR BEMIX Inst] Emerging Mkts Fund Class — Int/Div — Sold
Dodge Cox Intl STK Fund DODFX — Int/Div — Sold
Growth Fund American Fund - Class F GFFFX — Int/Div — Sold
Perkins) Mid Cap C1 1 IMVAX (X) — Int/Div — Sold
Janus Invt FD Overseas - FD CL JIGFX — Int/Div — Sold
J.P. Morgan US Gov't Money Mkt Fd Int] Class DGXX — Int/Div — Sold
Clearbridge) Value Trust TR Inc NAV LMNVX(X) — Int/Div — Sold
Franklin) Mutual GLBL Discovery Fd CL ZTEBIZ (X) — Int/Div — Sold
PIMCO Commodity Real Return PCRIX — Int/Div — Sold
PIMCO FDS Pac Invt Mgt Ser Total Return PTTRX — Int/Div — Sold
Vanguard Index Trust 500 Portfolio Inv Fund VFIAX — Int/Div — Sold
Vanguard Sm Cap Index Admiral Shares VSMAX — Int/Div — Sold
Vanguard Index TR Mid-Cap Index Fund Admiral Shares (VIMAX) — Int/Div — Sold
Vanguard Star Fund Total Intl Stk Index FD Admiral Shares VIIAX — Int/Div — Sold
Vanguard Municipal Bond Fund Lmtd Term Tax Exempt VMLUX — Int/Div — Buy (add'l)
Vanguard Municipal Bond Fund Short Term VWSLX — Int/Div — Buy (add'l)
Nationwide Mut FDS New Geneva M/C Growth FD Inst] Ser. CL NWHYX — Int/Div — Sold
T. Rowe Price Int'l FDS Inc. Int'l Discovery Fund PRIDX — Int/Div — Sold
Acct. New Additions (H)
DFA World Ex Core DFWIX (X) — Int/Div — Buy
DFA US Targeted Values DFFVX (X) — Int/Div — Buy
DFA US Large Cap Value DFLVX (X) — Int/Div — Buy
SCHSTUSTRSR ETF SCHO(X) — Int/Div — Buy
SCH INTM US TRSR ETF SCHR (X) — Int/Div — Buy
SCHUSAGG Bad ETF SCHZ (X) — Int/Div — Buy
Vanguard Total Bond Mkt Index VBTLX xX) — Int/Div — Buy
Vanguard Total Stk Mkt VTSAX (X) — Int/Div — Buy
Vanguard BD Index Fd VBIRX (X) — Int/Div — Buy
IRA - US Bank Cash Equivalent — Interest
Board Member, Boise Philharmonic Foundation
Advisory Committee Member, Childrens Home Society of Idaho
Agreement — 2014 — Vested mterest in a retirement plan mamtaimed by Los Angeles Cnty, CA. was employed as an attorney between 1965/1981. I draw a retirement income monthly.
Income — 2014 — Los Angeles County California Retirement — S13.000.00
Income — 2014 — "Highwaymen® LLC, Record Sales & Performance Fees — S4.000.00
Section VII:

This, except for line #63 (IRA U.S, Bank), belongs IRN and is IN asset held in three different accounts, which may make some of the reporting

seem duplicative or redundant, which it is not.

Line 8 - American Funds Growth Fund of America GFFFX was Growth Fund of America GFAFX

Lines 11 and 45 - Perkins Advisor Mid Cap Value IMVAX was Janus Adv Mid Cap Value IMVAX

Line 12 and 49 - Clearbridge Value Trust TR Inc LMNVX was Legg Mason Value Trust TR LMNVX

Line 13 and 50 - Franklin Mutual Global TEBIC was Mutual Ser FD Inc. Global Dis Fd Cl MDISX

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13081. Public record. Not legal advice.
