# Thomas D. Schroeder

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15036

## Record

- **Judge:** Thomas D. Schroeder
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 10

## Text

iShares Russell 1000 ETF — Int/Div
Wells Fargo Accounts (Wachovia) — Interest
BB&T Account — Closed
US Treasury Series EE Bonds — None
First Tennessee Accounts — Interest
Valic Annuity — Int/Div
Brokerage #1 (H)
PowerShares FTSE RAFI US 1000 — Int/Div
iShares MSCI EAFE ETF — Int/Div — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Int/Div
iShares MSC Emerging Markets ETF — Int/Div — Buy (add'l)
Vanguard FTSE Emerging Markets ETF — Int/Div — Sold
Eaton Vance Glbl Macro Absolute Ret Advig 1 — None — Sold
PIMCO RAE Worldwide Fndmntl Advt PLUS Inst] — None — Sold
PIMCO Unconstrained Bond Inst! — Int/Div — Sold
PIMCO 1-5 Year US TIPS Index ETF — Int/Div
PIMCO Low Duration Fund Inst) — Int/Div
Vanguard Ltd-Term Tax Exempt Adm — Int/Div
Vanguard Short-Term Investment-Grade Adm — Int/Div — Sold
Eaton Vance Floating Rate Inst — Int/Div
Fidelity Cash Money Market — Int/Div
Fidelity Cash Reserves — Int/Div — Buy
Brokerage #2 (H)
iShares Russell 1000 ETF — Int/Div — Sold (part)
PowerShares FISE RAFI US 1000 — Int/Div
iShares MSC EAFE ETF — Int/Div — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Int/Div
iShares MSC Emerging Markets ETF — Int/Div — Buy (add'l)
Vanguard FTSE Emergmg Markets ETF — Int/Div — Sold
PIMCO All Asset All Authority Instl — Int/Div — Buy (add'l)
AQR Managed Futures Strategy C1 — Int/Div
Eaton Vance Glbl Macro Absolute Ret Advig — None — Sold
PIMCO RAE Worldwide Fndmntl Advt PLUS Inst] — Int/Div — Buy
PIMCO Unconstrained Bond Inst] — Int/Div — Sold
RiverNorth/DoubleLine Strategic Income — Int/Div — Buy
PIMCO 1-5 Year US TIPS Index ETF — Int/Div — Sold
PIMCO Global Advantage Strategy Bond Inst! — Int/Div — Buy (add'l)
Vanguard Short-Term Investment-Grade Adm — Int/Div
Eaton Vance Floating Rate Ady — Int/Div — Sold
Eaton Vance Floating Rate Inst] — Int/Div — Buy
Fidelity Cash Money Market — Int/Div
Brokerage #3 (H)
AQR Managed Futures Strategy C1 — Int/Div
PIMCO 1-5 Year US TIPS Index ETF — Int/Div — Sold
PIMCO Global Advige Strategy Bond Inst] — Int/Div — Buy (add'l)
Vanguard Short-Term Investment-Grade Adm — Int/Div — Sold
Eaton Vance Floating Rate Adv — Int/Div — Sold (part)
Fidelity Cash Money Market — Int/Div
IRA #1 (H)
iShares Russell 1000 ETF — Int/Div
PowerShares FISE RAFI US 1000 — Int/Div
iShares MSC EAFE ETF — Int/Div
iShares MSCI Emerging Markets Er — Int/Div
PIMCO All Asset All Authority Inst] — Int/Div
Eaton Vance Floating Rate Adv — Int/Div — Sold
Eaton Vance Floating Rate Instl — Int/Div — Buy (add'l)
Fudelity Treasury Daily Money Market — None
IRA £2 (H)
PIMCO All Asset All Authority Inst] — Int/Div
Eaton Vance Floating Rate Ady — Int/Div
IRA43(H)
PowerShares FTSE RAFI US 1000 — Int/Div
iShares MSCI EAFE ETF — Int/Div — Buy (add'l)
iShares MSC Emerging Markets E¥ 1 — Int/Div
PIMCO All Asset All Authority Inst — Int/Div — Buy (add'l)
AQR Managed Futures Strategy C1 1 — Int/Div
Eaton Vance Glbl Macro Absolute Ret Advig — None — Sold
PIMCO RAE Worldwide Fndmntl Adve PLUS Inst! — Int/Div — Buy
PIMCO Unconstrained Bond Inst] — Int/Div — Sold
RiverNorth/DoubleLine Strategic Income — Int/Div — Buy
Eaton Vance Emergmg Mkts Local Income Cll — Int/Div — Buy (add'l)
PIMCO Global Advantage Strategy Bond Inst! — Int/Div
PIMCO High Yield Spectrum Inst] — Int/Div — Sold
Eaton Vance Floating Rate Adv — Int/Div
Eaton Vance Floating Rate Instl — Int/Div — Buy (add'l)
Fidelity Treasury Daily Money Market — Int/Div
Mass Mutual Whole Life Insurance — Int/Div
Mass Mutual Whole Life Insurance — Int/Div
Loval American Insurance — Int/Div
Winston-Salem Foundation Donor Advised Fund — None
Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest
Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest
NC College Foundation 529 Dependable Income Fund — Interest
Board Member, Notre Dame Law Association
Vice President/Board of Governors, N.C. Bar Association
Liability — University of North Carolina/Chapel Hill — tuition and housing for 2014
The Winston-Salem Foundation Donor Advised Fund reflects money we donated irrevocably to, and is owned by, the Foundation, but | JEN can direct

donations from that Fund to charities of our choice. We can receive no income from its investment; rather, the Fund receives the income.

Part VII, line 2: the BBT account was apparently closed August 19, 2013.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15036. Public record. Not legal advice.
