# William Odis Bertelsman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17168 ## Record - **Judge:** William Odis Bertelsman - **Year:** 2016 - **Report type:** Annual - **Pages:** 11 ## Text UBS Government Reserve — Int/Div — Victory Gradison Goldline (formerly Dreyfus Gold Fund) — None Legg Mason Europe Fund (stock) — Int/Div US. Bank Cash Account — Interest Dupree. Kentucky- ShortMed. Fund — Interest Dupree. Kentucky - Tax Free Fund — Interest Fifth Third Bank { Account) — Interest Fifth Third Bank (Common Shares) — Int/Div Victory Established Value Fund — Int/Div Dreyfus Growth & Income Fund — Int/Div Bank of Kentucky Cash Account — Interest Procter & Gamble « Common stock — Int/Div Victory Small Company Fund — Int/Div BankAmerica Corp. (common stock) — Int/Div Bank of Kentucky CD — Interest United States Savings Bonds (1) — Interest — Matured Sherwin Williams — Int/Div — Sold DWS Dreman High Return Fund — Int/Div Kroger Co — Int/Div Michigan Education Savings Program #4 Principal Plus Option 1934 — Interest Chevron-Texaco Corp. — Int/Div Duke Energy — Int/Div Clorox Co. — Int/Div Exxon Mobil Corp — Int/Div General Mills, Inc — Int/Div Pepsico, Inc — Int/Div Procter & Gamble Co. — Int/Div Southern Co — Int/Div Sunoco, Inc. (now Suncoke Energy — Int/Div Wisconsin Energy Corp. — Int/Div US. Savings Bonds — Interest Michigan Education Savings Program #7 (Hy Principal Plus Interest Opt — Interest Moderate Age-Based Opt. 18 & Over — Interest Michigan Education Savings Program #8 {Hy Principal Plus Interest Opt — Interest Moderate Age-Based Opt. 16 — Interest Michigan Education Savings Program #9 (Hy Principal Plus Interest Opt — Interest Moderate Age-Based Opt. 13-14 — Interest E-Trade Account (H) Fifth Third Bank Stock — Interest E-Trade Cash Account — Interest Automatic Data Processing, Ine — Int/Div Johnson & Johnson — Int/Div T-Rowe Price Equity Index 500 — Int/Div Templeton Foreign Fund C1 A — Interest American Funds Growth Fund of America — Int/Div Peabody Energy Group — Int/Div Western Union Co — Int/Div Spectra Energy — Int/Div Ky. State Turmpike Authority (due 7/1/19) — Interest Hopkins Mn. Indpt. School (due 12/1/17) — Interest — Redeemed California State Revenue — Interest — Sold Oklahoma Dept. Trans. Rev, (due 9/1/18) — Interest Bowling Green, KY Proj (due 6/1/20) — Interest Blackrock Global Allocation Fund — Int/Div Alliance Bernstein Bal, Wealth Strategy — Int/Div Citizens Bank of No. Ky (CD) — Interest Citizens Bank of No. Ky. (CD) — Interest Citizens Bank of No. Ky (CD) — Interest Citizens Bank of No. Ky (CD) — Interest Memill Lynch Money Fund (Muni) — Interest Mermill Lynch Bank (Regular) — Interest Coca Cola Co. — Int/Div Exxon Mobile Corp. — Int/Div IM Co. — Int/Div Alabama St. Cap Impt. Ser.D due 6/1/19 — Interest Ky State Ppty & Bldg due 11/1/17 — Interest Citizens Bank Acct. (for 529 Plans) — Interest Honolulu City Hawaii Cnt Waste due 7/1/19 — Interest New York St. Dorm Auth. due 2/15/20 — Interest Ky St Ppty & Bldg due 8/1/20 — Interest Ky State Ppty & Bldg due 7/1/19 (Turnpike) — Interest Ky State Turnpike Auth due 7/1/19 — Interest Franklin Ky PPC First due 4/1/20 — Interest New Jersey State Revenue Series O — Interest Medtronic — Int/Div IShares Trust Russell Midcap Growth — Int/Div Washington State Various Purpose Series R — Interest Louisville Jefferson KY MET (due 5/15/28) — Int/Div Nevada Sys. Her. Ed — Interest Va. College Bldg. Authority — Interest Goldman Sachs Rising Div — Int/Div Alliance Bernstein Disc. Growth Fd — Int/Div New Mexico St. Severance — Interest Natixis Oakmark Int'l Fund — Int/Div Prudential Jennison Equity Income Fund — Int/Div University of Kentucky Gen'l Resources — Interest Lousiana University Agriculture — Interest CDK Global Income — Int/Div T. Rowe Price Health Sciences Fund — Int/Div T. Rowe Price Financial Services — Int/Div Prince George City, MD — Interest — Buy Lexington-Fayette Urban City Govt — Interest — Buy Owner, 529 Trust Plans #4, 7, 8 and 9 through Michigan Education Programs --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17168. Public record. Not legal advice.