# Howard Frederic Sachs

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13591

## Record

- **Judge:** Howard Frederic Sachs
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Commerce Bank — Interest
United Missoun — Interest
Commerce IRA (Financial Square) — Interest
Commerce Bond Fund-IRA — Interest
Vanguard Intermed, Term Corp. Fund 271 — Int/Div
Wells Fargo Bank — Interest
Franklin US Govt Fd CL C (FRUGX) — Int/Div
Templeton Global Bond Fund CL C — Int/Div
Empire District Electric Co. (EDE) — Int/Div
Amer. Cap. Strat-{ACAS) — Int/Div
Blackrock Health Sc. Trust (BME) — Int/Div
Mut Ser FD Inc, Discovery Fund (TEDSX) — Int/Div
First Trust - FGB — Int/Div
Nuveen Mo Bonds — Interest
Commerce Mo Bonds (TA) — Interest
Manulife (Hancock ) Common Stock — Int/Div
Metlife Total Control Account — Interest
Commerce Mo tax free bond fund - TB — Interest
Blackrock Small Cap Growth Equity (High Yield) - IRA — Int/Div
iShares Russell Midcap Value Ind. Fund-TB — Int/Div
iShares Russell 1000 Growth Ind. Fund-TB — Int/Div
iShares Russell 1000 Value Ind. Fund-TB — Int/Div
iShares Russell 2000 Value Ind. Fund-TB — Int/Div
Morgan Stanley Inst. Fund TB Trust Mid. Cap Gro. Port. — Int/Div
Vanguard Emerg. Mkt. Vipers-Bi-TB — Int/Div
Vanguard Dev. (E11) TB — Int/Div
Financial Square Treasury obligations-TB (See explanation) — Interest — Buy (add'l)
TR Price New Horizons TB — Interest
Legg Mason Clearbridge — Interest
AP & JHSachs secured note-TB-Lotawana — Interest — Redeemed
Co-Trustee, Irrevocable Trust B, See Explanation
Part |

Death of wife on Junuary 5, 2009, caused splitting of "pintly held” assets, termimation of joint revocable trust, creation of irrevocable Trust B, with transfers in

August 2009 to Commerce Bank as co-trustee with primary investment responsibilities.

Part VII

Item 27 represents periodic deposits by co-trustee - similar to bank account for income from sales, interest and dividends.

Part VII

Trem 5 on 2014 FDR noted as "Wells Fargo Bonds (Advantage Int. Bond)"

In reviewing monthly reports to me by Wells Fargo for 2014 1 find nothing like what | reported. Apparently 1 reported it in error. May be explained by "bank

deposit sweep” item which is not reportable. Nothing | intentionally acquired or disposed of.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13591. Public record. Not legal advice.
