# Charles E. Erdmann

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13082

## Record

- **Judge:** Charles E. Erdmann
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

GENWORTH FINANCIAL ANNUITY — Interest — Buy (add'l)
NORTHWESTERN MUTUAL LIFE INS CASH VALUE OF POLICIES — Int/Div — Buy (add'l)
CAPITAL ONE BANK - CHECKING & SAVINGS — Interest — Sold (part)
OPPORTUNITY BANK CHECKING & SAVINGS — Interest — Buy (add'l)
SUNTRUST BANK CHECKING AND SAVINGS — Int/Div — Open
CHARLES SCHWAB IRA
SCHWAB MM CASH — Int/Div
AMERICAN CENTURY EQUITY GROWTH FUND — Int/Div — Buy (add'l)
HARDING LOEVNER EMERGING MARKETS FUND — Int/Div — Buy (add'l)
PERKINS MID CAP VALUE FUND — Int/Div — Buy (add'l)
UMB SCOUT INTERNATIONAL FUND — Int/Div — Buy (add'l)
US TRUST IRA
US TRUST IRA - MONEY MARKET ACCOUNT — Int/Div — Buy (add'l)
BERKSHIRE HATHAWAY INCCLB — Int/Div
COLUMBIA CONTRARIAN FUND — Int/Div — Sold (part)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Int/Div — Buy (add'l)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Sold (part)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Buy (add'l)
ISHARES SELECT DIVIDEND ETF — Int/Div — Open
ISHARES CORE S&P MID CAP ETF — Int/Div — Sold (part)
ISHARES CORE S&P MID CAP ETF — Buy (add'l)
JANUS INVESTMENTS ENTERPRISE FUND — Int/Div — Sold (part)
J ISHARES RUSSELL 2000 ETF — Int/Div — Sold (part)
J ISHARES RUSSELL 2000 ETF — Sold (part)
J ISHARES RUSSELL 2000 ETF — Buy (add'l)
J ISHARES RUSSELL 2000 ETF — Sold (part)
J ISHARES RUSSELL 2000 ETF — Buy (add'l)
J ISHARES RUSSELL 2000 ETF — Buy (add'l)
ISHARES RUSSELL 2000 VALUE ETF — Int/Div — Open
TOUCHSTONE SMALL CAP GROWTH FUND — Int/Div — Sold (part)
TOUCHSTONE SMALL CAP GROWTH FUND — Sold (part)
TOUCHSTONE SMALL CAP GROWTH FUND — Closed
DBX TRACKERS MSCI EAFE HEDGED EQUITY FUND — Closed
ISHARES TR MSCI EAFE MIN VOL INDEX FUND — Int/Div — Buy
ISHARES TR MSCI EAFE MIN VOL INDEX FUND — Sold (part)
ISHARES TR MSCI EAFE MIN VOL INDEX FUND — Closed
OPPENHEIMER INTL GROWTH FUND — Int/Div — Sold (part)
VANGUARD FISE DEVELOPED MARKETS ETF — Int/Div — Sold (part)
VANGUARD FISE DEVELOPED MARKETS ETF — Buy (add'l)
LAZARD EMERGING MKTS EQUITY PORTFOLIO — Sold (part)
VANGUARD FTSE EMERGING MARKETS ETF — Int/Div — Sold (part)
VANGUARD FTSE EMERGING MARKETS ETF — Buy (add'l)
PRUDENTIAL SHORT-TERM CORP BOND FUND — Int/Div — Closed
METROWESTTRBONDCL — Int/Div — Buy (add'l)
SPDR BARCLAYS SHORT TERM CORP BD ETF — Int/Div — Open
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Int/Div
BLACKROCK GLOBAL LONG/SHORT FUND — Int/Div
GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND — Int/Div
ROBECO BOSTON PARTNERS LONG! SHORT FUND — Int/Div
PRUDENTIAL GLOBAL REAL ESTATE FUND — Int/Div
VANGUARD REIT ETF — Int/Div — Buy
ISHARES GOLD TRUST — Int/Div — Buy (add'l)
ISHARES GOLD TRUST — Sold (part)
US TRUST JOINT AGENCY ACCOUNT
BANK OF AMERICA MONEY MARKET FUND — Int/Div — Buy (add'l)
COLUMBIA DIVIDEND INCOME FUND — Int/Div
COLUMBIA SELECT LARGE CAP GROWTH FUND — Int/Div — Sold (part)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Buy (add'l)
J ISHARES SELECT DIVIDEND ETF — Int/Div — Open
JANUS ENTERPRISE FUND — Int/Div — Sold (part)
JANUS ENTERPRISE FUND — Sold (part)
ISHARES RUSSELL 2000 ETF — Int/Div
TOUCHSTONE SMALL CAP GROWTH FUND — Int/Div — Sold (part)
TOUCHSTONE SMALL CAP GROWTH FUND — Sold (part)
TOUCHSTONE SMALL CAP GROWTH FUND — Closed
ISHARES EDGE MSCI MIN VOL EAFE ETF — Int/Div — Open
ISHARES EDGE MSCI MIN VOL EAFE ETF — Closed
OPPENHEIMER INTL GROWTH FUND — Int/Div
VANGUARD FISE DEVELOPED MARKETS FUND — Int/Div — Sold (part)
VANGUARD FISE DEVELOPED MARKETS FUND — Buy (add'l)
COLUMBIA SHORT TERM MUNICIPAL BOND FUND — Int/Div
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Int/Div
Spouse's income — 2016 — STATE OF MONTANA RETIREMENT INCOME

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13082. Public record. Not legal advice.