# William Duffin > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13765 ## Record - **Judge:** William Duffin - **Year:** 2016 - **Report type:** Annual - **Pages:** 9 ## Text BMO Harms Bank accounts — Int/Div Edvest 529 plan Age-Based Option 18 & Over — Redeemed Age-Based Option 18 & Over — Int/Div Northwestern Mutual Adjustable Comp Life — None IRA #) Allianzgi NFJ Dividend Value Fund Class A — Int/Div — Sold American Century Diversified Bond Investor Class — Int/Div — Sold Brown Capital Management Small Company Fund Institutional Class — None — Sold Columbia Acorn International FundClass R4 — Int/Div — Sold Delaware Emerging Markets Fund (Institutional Class) — Int — Sold Fidelity Advisor Mid Cap 11 Fund Class — Int/Div — Sold Fidelity Advisor New Insights Fund Class 1 — Int/Div — Sold Hartford World Bond Fund Class — Int./y — Sold The Oakmark International Fund Class — Ine — Sold The Oakmark International Small-Cap Fund — None — Sold John Hancock Disciplined Value Mid Cap Fund Class — Int/Div — Sold MFS Value Fund Class — Int/Div — Sold Northern Small Cap Value Fund — Int/Div — Sold PIMCO Income Fund Class P — Int/Div — Sold PIMCO Commodities Plus Strategy Fund Class P — Int/Div — Sold T Rowe Price Real Estate — Int/Div — Sold Templeton Global Bond Fund Advisor Class — Int/Div — Sold Dodge & Cox Income Fund — Int/Div — Sold Europacific Growth Fund Class F-2 — Int/Div — Sold International Growth and Income Fund Class F-2 — Int/Div — Sold Metropolitan West Total Return Bond Fund Class — Int/Div — Sold Amencan Funds AMCAP Fund-A — Int/Div The Income Fund of Amenca-A — Int/Div The Bond Fund of America-A — Int/Div Fundamental Investors-A — Int/Div American Balanced Fund-A (X) — Int/Div IRA £2 AMCAP Fund C1 A — hy — Buy Amencan Balanced Fund C1 A — Int/Div — Buy Bond Fund of America C1 A — Int — Buy Lapital Income Builder C1 A — Int/Div — Buy Capital World Bond Fund C1 A — Int/Div — Buy Ewuropacific Growth Fund Cl A — Buy Europacific Growth Fund C1 A — Sold Fundamental Investors Fund A — Int/Div — Buy Growth Fund of America C1 A — Int/Div — Buy Income Fund of America Cl A — Int/Div — Buy Income Fund of America Cl A — Buy (add'l) New World Fund C1 A — Int/Div — Buy SMALLCAP World Fund CI A — Int/Div — Buy American Funds Developing World Growth & Income Fund C1 A — Int/Div — Buy Liability — Capital One Master Card — Credit Card Spouse's income — 2016 — Darrell A. Francis, SC--wages Spouse's income — 2016 — Copoulos Dental SC--wages With regard to Part VII of the report, there are two clarifications. First, at the end of March 2016 | closed out my IRA with Broker #1 and transferred the money that hud been in that IRA into an account at Broker #2. Thus, you see the sale of the various mutual funds that had been held in the IRA with Broker #1 in late March and the purchase of shares in various funds in early April through Broker #2 Second, regarding the Edvest 529 plans, we had two plans, one for cach graduated from college in 2016 and we redeemed the remainder of J Edvest fund in January 2016. SR turned 18 m 2016, and so[ = fund 1s now also identified as an Age Based Option 18 and Older fund. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13765. Public record. Not legal advice.