# Mary M Rowland

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14127

## Record

- **Judge:** Mary M Rowland
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 12

## Text

ANNUITY A: Northwestern Mutual Variable Annuity
Domestic Equity/MSA/Capital Guardian — Int/Div — Sold
Focused Appreciation/ MSA/Janus — Int/Div — Sold
Fidelity VIP Mid Cap — Int/Div — Sold
Small Cap Value/MSA/T Rowe Price — Int/Div — Sold
Research Internations]! Cot/MSA/MFS — Int/Div — Sold
International Equity MW S/Franklin Tmpl — Int/Div
Short Term Bond/MSA — Int/Div
Multi Sector Bond/MSA/PIMCO — Int/Div — Sold
Russell Global Real Estate Securities — Int/Div — Sold
Index S00 Stock (MSA) — Int — Buy
Mid Cap Value (MSA/Amer Century) — Int/Div — Buy
Index 600 (MSA) — Int/Div — Buy
Russell Core Bond — Int./y — Buy
Vanable Lile Insurance #1: Northwestern Mutual
Index S00 Stock/MSA — Int/Div — with line 101)
Variable Life Insurance #2: Northwestern Mutual
Index S00 Stock/MSA — Int/Div — Closed
Rollover IRA: American Funds
Capital World Growth & Income Fund — Int/Div — Sold
Amencan Balanced Fund-A — Int/Div — Sold
Roth IRA*1: Capital World Fund & Income Fund — Int/Div — Sold
Roth IRA #2: American Balanced Fund-A — Int/Div — Sold
Minois Bright Start 529 Plan
Oppenheimer Index Balance Portfolio Fund — Int/Div — Sold
Oppenheimer Indexed Equity Portfolio — Int/Div — Sold
Oppenhemmber Fixed Income Portfolio — Int/Div — Sold
Index Age Based 15-17 Portfolio — Int/Div — Buy
Index Age Based 10-11 Portfolio — Int/Div — Buy
HSPRD 401K
DFA Emerging Markets — Int/Div — Sold
DFA One Year Fixed Income — Int/Div — Sold
DFA International Value — Int/Div — Sold
DFA Large Cap Value — Int/Div — Sold
DFA Small Cap — Int/Div — Sold
DFA International Small Cap — Int/Div — Sold
PIMCO Total Return Inst! — hy — Sold
Amencan Funds-AMCAP R6 — Int/Div — Sold
American Funds-EuroPacific Growth R6 — Int — Sold
Vanguard REIT Index Signal — Int/Div — Sold
Vanguard 500 Index Signal — Int/Div — Sold
Frunklin Templeton Global — Int/Div — Sold
Variable Annuity B: Northwestern Mutual
Domestic Equity/MSA/Delaware Management — Int/Div — Sold
Focused Appreciation/ MSA/ Janus — Int/Div — Sold
Fidelity VIP Midcap — Int/Div — Sold
Small Cap Value/MSA/T Rowe Price — Int./hv — Sold
Research International Core/ MSA/MFS — Int/Div — Sold
International Equity/MSA/Franklin Tmpl — Int/Div
Short Term BondMSA — Int/Div
Mult Sector Bmod/MSA/PIMCO — Int/Div — Sold
Russell Global REal Estate Securities — Int/Div — Sold
Index S00 Stock (MSA) — Int/Div — Buy
Mid Cap Value (MSA/Am Century) — hy — Buy
Index 600 Stock (MSA) — Int/Div — Buy
Russell Core Bond — Int/Div — Buy
New York Life Annuity — Int/Div
OT! Human Resources 401(k) Plan
Amencan Funds Intemational EuroPacific — Int/Div — Sold
Amencan Funds Growth Fund of Amer R6 — hy — Sold
Dodge & Cox Balanced — Int/Div — Sold
Amencan Century Gov Bond — Int/Div — Sold
Dodge & Cox Intemational — Int/Div — Buy
Dodge & Cox Intemational — Int — Sold
Fidelity Money Market — Int/Div
Northwestern Mutual Whole Life — Int/Div — Closed
Fidelity Roth IRA
Fidelity Cash Reserves — Int/Div — Sold
Fidelity Four in One Index — Int — Sold
Fidelity IRA
Spartan S00 Index Fd Investor Class — Int/Div — Sold
Fidelity Cash Reserves — Int/Div — Sold
Roth IRA #1 DFA US LC Value — Int/Div — Buy
Rollover IRA #1
DFA Emerging Mkts — Int/Div — Buy
Share Core S&P SC ETF — Int/Div — Buy
iShare R100O ETF — Int/Div — Buy
iShare Mommgstar SC Value ETF — Int/Div — Buy
Oppenhemmer Int'l Growth — Int/Div — Buy
Pimco Total Retum — Int — Buy
Vanguard ST Inv Grade Bond Fund — Int/Div — Buy
Roth IRA #2 DFA US LC Value — Int/Div — Buy
Rollover IRA #2
DFA US LC Value — Int/Div — Buy
Pimco Total Retum — Int/Div — Buy
SEP IRA Pimco Total Return — Int/Div — Buy
AmeritasVariable Annuity
DFA VA Int'l Small — Int/Div — Buy
DFA VA ST Fixed — Interest — Buy
DFA VA US Targeted Value — Int/Div — Buy
Pimco Total Return — Int/Div — Buy
Vanguard VIF Diversified Value — Int/Div — Buy
Vanguard VIF Equity Inc — Int/Div — Buy
Trustee, Mary M. Rowland Revocable Trust (unfunded)
Member of Board of Directors, Federal Bar Assocation, Chicago Chapter
Agreement — 2013 — Hughes Socol Piers Resnick & Dym, Ltd. Salary Savings Plan and Trust (former law firm), no control
Agreement — {1 always recuse myself from cases im which my former hirm has an appearance on file).
Liability — Chase Bank — Credit Card
Liability — State Farm Visa — Credit Card
Liability — Ciibunk Visa — Credit Card
Spouse's income — 2014 — Writer, self employed
The Mary M. Rowland Revocable Trust, indicated ni Part I, is unfunded and contains no assets.

Part VII old employer 401(k) plans were rolled over into rollover IRAs. No gain/loss tracking done in these plans. American Funds Roth IRA and Traditional

IRA accounts were consolidated. No gain/loss tracking was done in these accounts, There is no gain/loss tracking in the IL Bright Start 529 plan. There is also

no gainloss tracking in the variable annuity contracts. Estimated gain codes were entered based on the holdings price at the time of sule/liquidation,

Part VII cash value of NW Variable Life Ins #1 used in 1035 exchange to purchase term insurance.

Part VII cash value of NW Variable Life Ins #2 and NW Whole Life policy used m 1035 exchange to purchase term insurance.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14127. Public record. Not legal advice.
