# Howard Frederic Sachs

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14267

## Record

- **Judge:** Howard Frederic Sachs
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Commerce Bank — Interest
United Missoun — Interest
Isreal Bonds — None
Commerce Money Market-IRA (Fmancial Square) — Interest
Commerce Bond Fund-IRA — Interest
Wells Fargo Bonds (Evergreen Int. Bond) Merger — Int/Div
iShares Barclays — Int/Div
Pimco Emergmg Local Bd Fund — Int/Div
Vanguard Intermed, Term Corp. Fund #71 — Int/Div
Vanguard Total Bond Market Index Fund Sig — Int/Div
Wells Fargo Bank — Interest
Franklin US Govt Fd CL C (FRLUGX) — 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) — Int/Div
Metlife — Interest
Commerce MO tax free bond fund - TB — Interest
Nuveen MO Bonds-TB — Interest
Blackrock Small Cap Growth Equity -TB (High Yield) — 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
iShares S&P Latin Am. 40 Ind. Fund-TB — Int/Div — Sold
Morgan Stanley Inst. Fund TB Trust Mid. Cap Gro. Port. — Int/Div
Vanguard Emerg. ML. Vipers -Bif-TB — Int/Div
Vanguard Europe Pac «(EAFE) TB — Int/Div
Pimco Commodity Realreturn-TB — Int/Div
Financial Square Treasury obligations - TB (See explanation) — Interest
TR Price New Horizons TB — Interest — Buy
Legg Mason Clearbridge — Interest — Buy
Co-Trustee, Irrevocable Trust B, See Explanation
Re:

Part 1

Death of Wife on January 5, 2009, caused splitting of "jointly held" assets, termination 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 35 represents periodic deposits by co-trustee - similar to bank account for income from sales, interest and dividends.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14267. Public record. Not legal advice.
