# William D. Gerdes

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15247

## Record

- **Judge:** William D. Gerdes
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

Amencan General - IRA (H)
American General fixed fund — Int/Div
AXA - Equitable : IRA <1 (H)
Guaranteed Interest Account — Int/Div
EQ / Com Stock Index — Int/Div
EQ/ Equity 500 Index — Int/Div
AXA Moderate Allocation — Int/Div
EQ/GAMCO Small Company Value — Int/Div
AXA - Equitable: IRA - 2 (H)
AXA Moderate Allocation — Int/Div
Multimanager Small Cap Value — Int
EQ/ Manso Focus — Int/Div
EQ / BlackRock Basic Value Equity — Int/Div
EQ/ Boston Advisors Equity, Inc — Int./y
William D. Gerdes, PC — None
Federated Insurance - whole life insurance policy — Int/Div
Edward Jones - Account 1 (H)
JPM US Govt Mny Mkt Capital (X) — Int/Div
Money Market Investment Shares (X) — Int/Div
Amencan Capital World Bond (X) — Int/Div
Bridge Builder Core Bond (X) — Int/Div
Bridge Builder Core Plus Bond (X) — Int/Div
PIMCO High Yield (X) — Int/Div
Bridge Builder Intl Equity (X) — Int/Div
Bridge Builder Large Growth (X) — Int/Div
Bridge Builder Large Value (X) — Int/Div
Bridge Builder Small / Mid Growth (X) — Int/Div
Bridge Builder Small / Mid Value(X) — Int/Div
Franklin Mutual Shares R6 (X) — Int/Div
Ishares Russ 2000 ETF (X) — Int/Div
Ishares S&P SC 600 Value ETF (X) — Int/Div
Vanguard FTSE All-World Ex-US (X) — Int
Vanguard FTSE Dev Mkts ETF (X) — Int/Div
Vanguard Value ETF — Int/Div
Edward Jones - Account 2 (H)
TRP U.S. Treasury Money 1 (X) — Int/Div
Money Market Fund Retirement Shares xX) — Int/Div
JH Bond R6(X) — Int/Div
PGIM Total Return Bond R6 (X) — Int/Div
Amencan Balanced F3 (X) — hy
Hartford Balanced Income F (X) — Int/Div
Amencan New perspective F3 (X) — Int
Hartford Midcap F (X) — Int/Div
JH International Growth R6 (X) — Int/Div
Opphn Small-Mid Caompany 1 (X) — Int/Div
President and Director, Wilham D. Gerdes. P.C
Director and Presadent of Board of Directors, Northeastern Mental Health Center
Director, Northeastern Mental Health Center Foundaton
Income — 2017 — William D. Gerdes, PC - salary — S64.000.00
Income — 2017 — William D. Gerdes, PC - income from S Corporation — S30.495.10
Spouse's income — 2017 — Tom & Damelle Aman Foundation - Salary
Part VII

Line 15

All income from William D. Gerdes, PC is reported as Non-Investment Income in Part 111.

Lines 17 to 45

Edward Jones funds were inherited in 2017

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15247. Public record. Not legal advice.
