# A. Kathleen Tomlinson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15425

## Record

- **Judge:** A. Kathleen Tomlinson
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Citibank Accounts — Interest
IBM Stock — Int/Div
Hartford Select Dimensions Variable Amnuity (H)
Hartford Invesco VI Growth & Income Mutual Fund — Int/Div
Prudential Financial Life Insurance policy ("20 Pay Life™) — Int/Div
TIAA/CREF Proprietary Fund (fixed rate acct) — Interest
Allianz Vision New York Qualified IRA (H)
AZL MVP Growth Index Strategy Fund — Int/Div
Farrell Fritz/ ABA Retirement Invest (H) Only: (H)
Small-Mid Cap Equity Fund/State Street B & T Russell 2500 — Int/Div — Sold
Small Cap Index Eq Fund/Russell2000 Index — Int/Div — Sold
Large Cap Equity Fund - Russell 1000 TR — Int/Div — Sold
Midcap index equity - S&P MidCap 400 — Int/Div — Sold
Farrell Fritz/ABA Retirement Profit Sharing: (H)
Large-Cap Equity Fund Russell 1000 TR — Int/Div — Sold
Mid-Cap Index Equity - S&P MidCap 400 — Int/Div — Sold
Small Cap Index Equity Fund/Russell 2000 — Int/Div — Sold
Small-Mid Cap Equity Fund/State Street B & T Russell 2000 — Int/Div — Sold
International Index Equity/State Street Bank MSC — Int/Div — Sold
Rental Prop: The Villages, FL (7/08 £290.000) — Rent
First Global Capital Corp. Money Market Tax-Exempt Fund Cap — Int/Div
American Amcap Fund Class F — Int/Div
T Rowe Price Equity Income — Int/Div
T Rowe Price NY Tax Free Bond — Interest
shares Tr S & P World Ex-US PPTY Index Fd 135 — Int/Div
UMB Scout International — Int/Div
DFA Commeod Strategy Port Instl — Int/Div
DFA Commod Strategy Port Inst] — Int/Div — Buy (add'l)
DFA Emerging Mks Core Eq — Int/Div
DFA Emerging Mks Core Eq — Int/Div — Buy (add'l)
DFA US Large Cap Value — Int/Div
DFA US Large Cap Value — Int/Div — Buy (add'l)
DFA Investment Grade Portfolio Inst) — None — Buy
DFA International Core Equity — Int/Div — Buy
DFA US Targeted Value Pref Inst] — Int/Div — Buy
DFA Int'l Small Cap Value — Int/Div — Buy
DFA Real Estate Sec Pref Inst] — Int/Div — Buy
DFA US Small Cap Portfolio Instl CL — Int/Div — Buy
DFA US Large Company Portfolio — Int/Div — Buy
Fidelity Govt Mmkt Capital Reserves — Int/Div — Buy
Liability — American Express FSB Mortgage — Shared mortgage on family home, Livingston, NJ
Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Flonda (Pr. VII line 20)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15425. Public record. Not legal advice.