# Barbara Ellis-Monro > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16645 ## Record - **Judge:** Barbara Ellis-Monro - **Year:** 2017 - **Report type:** Annual - **Pages:** 8 ## Text Associated Credit Union Accounts — Int/Div Northwestern Mutual Whole Life — Int/Div Path 2 College 529 Plan - TIAA CREF Balanced Option — Int/Div Brokerage Account #1 - Northwestern Mutual account (H) American Funds Inc Fad of Amr A — Int/Div Brokerage Money Market** — Interest New Perspective Fund - A — Int/Div The Bond Fund of Amercia - A — Interest The Growth Fund of America - A — Int/Div The Investment Company of America - A — Int/Div Washington Mutual Investors Fund - A — Int/Div IRA #1 - Northwestern Mutual (H) Brokerage Money Market ** — None New Perspective Fund - A — Int/Div The Growth Fund of America - A — Int/Div The Investment Company of Amercia - A — Int/Div Washington Mutual Investors Fund - A — Int/Div IRA #2 Northwestern Mutual IRA (H) American Funds Inc Fad of Amr A — Int/Div Brokerage Money Market** — Interest New Perspective Fund -A — Int/Div The Bond Fund of Amenca - A — Interest The Investment Co. of America - A — Int/Div Washington Mutual Investors Fund - A — Int/Div The Growth Fund of America - A — Int/Div Time Wamer Savings 401(k) (H) — Int/Div Intemational Eg A Investment Trust — None T. Rowe Price Large Cap Core Growth — None DFA Emrg Mkt Core Equity — Int/Div Fidelity Large Cap Value Fund — None Fidelity Bond Index — None Fidelity Int'l Index — None Fidelity S&P 500 Index — None Fudelity Small Cap Index — None US Treasury Bonds — Interest Guardian Life Ins. Co. of America whole life — Int/Div Sears Holding Pension Plan** — None — Distnbuted Vangaurd IRA (H) Vanguard Federal Money Market Fund — Int/Div — Buy Vanguard SEP IRA (H) Vanguard 500 Index Fund Admiral Shares — Int/Div Vanguard Total Int'l Stock Index Fund Investors Shares — Int/Div — Sold Vanguard Total Int'l Index Fund Admiral Shares — Int/Div — Buy Agreement — 1984 — Scars Holding Pension Plan tka Kmart Pension Plan** Spouse's income — 2017 — Tumer Services, Inc. salary 11. Agreements: Line I: The plan offered a limited time opportunity to receive a distribution of holdings which option was exercised and all funds in this plan were rolled over into un IRA at Vangard in December, 2017. VIL Investments and Trusts: Line 6: The funds in this money market account totalling $19.16 are the result of small balance residuals from the brokerage account managed by NW. As there wats # question last year about the failure of this account to accrue interest, 1 have reviewed all records again and also confirmed with NW that no interest accured on this account during the period 2012-2016. In 2017, interest in the amount of $.04 accrued on the account. Line 13: The funds in this money market account totalling $11.26 are the result of small balance residuals from the IRA account managed by NW. This account is also used to pay the annual IRA maintenance fee of $50 charged by NW through liquidation of $50 in holdings, As there was a question last year about the failure of this account to accrue interest, 1 have reviewed all records again and also confirmed with NW that no interest accured on this account during the period 2012-2017. Line 20: The funds in this money market account totalling $17.35 are the result of small balance residuals from the IRA account managed by NW. This account is also used to pay the annual IRA maintenance fee of $50 charged by NW through liquidation of $50 in holdings. As there was a question last year about the failure of this account to accrue interest, 1 have reviewed all records again and also confirmed with NW that no interest accured on this account during the period 2012-2016. In 2017, the interest earned on this account totalled $.01. Line 37: The funds in the Sears Pension Plan were rolled over into an IRA at Vanguard which is reported at line 38, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16645. Public record. Not legal advice.