# Pat E Morgenstern-Clarren > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17221 ## Record - **Judge:** Pat E Morgenstern-Clarren - **Year:** 2014 - **Report type:** Annual - **Pages:** 12 ## Text Vanguard Target Ret 2015 — Int/Div Memill Lynch (IRA): Putnam Premier Tr — Int/Div Entergy Corp Common Stock — Int/Div BA CA NA. RASP (F/K/A ML Retirement Reserves Fund) — Interest FIA Card Services NA RASP (F/K/A ML Retirement Reserves Fund) — Interest Hewlett Packard Co. Common Stock — Int/Div Texas Instruments, Inc. Common Stock — Int/Div Apple Computer Inc. Common Stock — Int/Div KLA Tencor Corp. PV — Int/Div Colgate Palmolive Stock — Int/Div Agilent Technologies Inc — Int/Div Intl Paper Co. — Int/Div Maxim Integrated Prods — Int/Div Stratasys Lid — None Keysight Technologies Inc. (Spinoff of Agilent Technologies Inc.) — None — from line 11) Merrill Lynch Brokerage Account (H): ML Bank Deposit Program — None Entergy Corp. Common Stock — Int/Div University Suburban Real Estate - Note Receivable — Interest Huntington National Bank - Various Accounts — Interest Huntington National Bank Money Market Account — Interest Huntington National Bank Money Market Account — Interest Third Federal Savings & Loan Savings Account #1] — Interest — Closed Third Federal Savings & Loan Savings Account #2 — Interest — Closed New York Community Bank (fk.a. Ohio Savings Bank) # — Interest — Closed New York Community Bank (fk.a. Ohio Savings Bank) # 2 — Interest — Closed Vanguard (IRA) (H): Vanguard Admiral Treasury Money Market Fund — Int/Div — Closed Vanguard Balanced Index Fund Adm — Int/Div — Buy (add'l) Vanguard Federal Money Market Fund — Int/Div — Closed Vanguard High Dividend Yd Idx Inv — Int/Div — Buy (add'l) Fidelity (401K KH): Lincoln National: Umiversal Life (no control) — Interest Charles Schwab Institutional {IRAN H ): Schwab Ady Cash Reserve — Int/Div Avenue Credit Strategies Inst — Int/Div Avenue Credit Strategies Inv — Int/Div Cohen & Steers Preferred SEC and INCM A — Int/Div — Buy (add'l) Cohen & Steers Preferred SEC and INCM A — Sold (part) Cohen & Steers Preferred SEC and INCM A — Buy (add'l) Cohen & Steers Preferred SEC and INCM A — Buy (add'l) KKR Alternative High Yield Inv — Int/Div — Sold PIMCO Global Advantage Strategy RD CL nD — Int/Div — Sold PIMCO Global Advantage Strategy BD Ins — Int/Div — Sold PIMCO Total Return Fund CL D — Int/Div — Sold PIMCO Total Return Fund Inst] CL — Int/Div — Sold PIMCO Unconstrained BD FD CL D — Int/Div — Sold T Rowe Price Floating Rate Ady — Int/Div — Sold (part) T Rowe Price Inst Floating Rate FD — Int/Div Templeton Global Bond Fund Adv CL — Int/Div Templeton Global Bond Fund CL A — Int/Div — Buy (add'l) Leucadia National Corp — Int/Div — Sold Absolute Credit Oppty FD — None Absolute Strategies Fund Instl SHR — None — Sold ALPS Core CMDY MGMT Complete Cindy Strat A — None Aston Luke Partners Lasso Alternative FD CLN — Int/Div — Sold (part) Aston Lake Partners Lasso Alternative FD CL — Int/Div Blackrock Global Allocation CL A — Int/Div Blackrock Global Allocation Inst! CL — Int/Div Center Coast MLP Focus FD A — Int/Div CMG SR Tactical Bond FD CL A — None — Sold CMG SR Tactical Bond FD CL — None — Sold Mainstay Cushing MLP Premier FD CL A — Int/Div DFA Emerging Mkts Core Eqgty Port Inst] — Int/Div DFA Global Real Estate Securities Port — Int/Div DFA Intl Core Eqty Port Inst] — Int/Div Empiric 2500 Fund CL A — Int/Div Forward Global Infrastructure Inst] CL — Int/Div FPA Crescent Fund Inst CL Shares — Int/Div Hatteras Alpha Hedged Strategies — None — Buy (add'l) IVA Worldwide FD CL A — Int/Div — Sold IVA Worldwide FDCL — Int/Div lvy Asset Strategy Fund CL — Int/Div lvy Asset Strategy Fund CL Y — None — Sold JHancock US Eqty FD — Int/Div Oppenheimer Steelpath MLP Alpha Y — Int/Div PIMCO All Asset All Authority CL D — Int/Div PIMCO All Asset All Authority CL Inst — Int/Div — Buy (add'l) PIMCO Fundamental Index Plus AR FD CLD — Int/Div PIMCO Global Multi Asset CL D — None — Sold PIMCO Global Mult: Asset CL Inst — None — Sold RS Global Natural Resources FD CL Y — Int/Div Schwab Fundamental Emer Mkt Large Co Index — Int/Div Schwab Fundamental Intl Large Co Index — Int/Div Wells Fargo Advig Abst Return Admin — Int/Div — Sold (part) Wells Fargo Advig Abst Return Admin — Buy (add'l) Wells Fargo Advig Abst Return Admin — Sold (part) 1Q US Real Estate ETF Small Cap — None IShares Gold Trust — None IShares Silver Trust Index Fund — None Plum Creek Timber Co REIT — Int/Div Powershs Exch Trad FD TR Powershares Water Resource Portfolio — Int/Div Rayonier Inc REIT — Int/Div — Sold Vanguard DIV Appreciation — Int/Div — Sold (part) Vanguard DIV Appreciation — Sold Wisdometree TR EFT Emergmg Mkts Consumer Growth Fd — Int/Div — Buy Cohen & Steers Preferred SEC and INCM — Int/Div — Buy Loomis Savles Core Plus Bond Fund CL A — Int/Div — Buy Loomis Savles Core Plus Bond Fund CL A — Buy (add'l) Osterweis Strategic Income Fund — Int/Div — Buy SIFDCLI — None — Buy Alps Red Rocks Listed Private Eqty FD CL A — Int/Div — Buy Doubleline Total Return — None — Buy Doubleline Total Return — Sold PIMCO Incm CLD — Int/Div — Buy PIMCO Incm CLD — Buy (add'l) PIMCO nem INST CL — Int/Div — Buy Wisdomtree US Divid ETF US Divid Growth FD — None — Buy Vanguard (H): Vanguard Balanced Index Fund Adm — Int/Div — Buy Vanguard High Dividend Yd Idx Inv — Int/Div — Buy Note 1: To Part VII, #23: the asset listed here was closed im 2014 and will not appear in future disclosures. Note 2: To Part VII, #24: the asset listed here was closed in 2014 and will not appear in future disclosures. Note 3: To Part VII, #25: the asset listed here was closed in 2014 and will not appear in future disclosures. Note 4: To Part VII, #26: the asset listed here was closed in 2014 and will not appear in future disclosures. Note 5: To Part VII, #54: the asset listed here as "Absolute Credit Oppty FD" is the sume asset thut was listed in the 2013 report as "Absolute Oppty FD Inst SHS", line #65. They changed the nume of the stock in 2014. Note 6: To Part VII, #64: the asset listed here as "Mainstay Cushing MLP Premier FD CL A" is the same asset that was listed in the 2013 report as "Cushing MLP Premier FD CL A", line #79. They changed the name of the stock in 2014. Note 7: To Part VII, #68: the asset listed here as "Empiric 2500 Fund CL A” is the same asset that was listed in the 2013 report as "Empiric Core Equity Fund CL A", line #83. They changed the name of the stock m 2014. Note 8: To Part VII, #110: the asset listed here was opened in 2014. The Jill account was not listed in 2013 because it is a new account. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17221. Public record. Not legal advice.