# Lonny R. Suko

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17880

## Record

- **Judge:** Lonny R. Suko
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Chase Bank (Accounts) — Interest
Chase Strategic Allocation Portfoliof *see page 9) — Int/Div
US Bank (Accounts) — Interest
Amencan Express Bond Fund — Interest
Real property in Yakima, WA held with others — Rent
Northwestern Mutual Life Insurance Company Whole Life Insurance — Int/Div
Hapo Community Credit Union { Accounts) — Interest
Amenprise Financial (Accounts) — Int/Div
Management Account #1
COLUMBIA CONTRARIAN CORE CL A LCCAX — Int/Div
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL A JIPAX — Int
ISHARES RUSSELL MID CAP ETF IWR — Int/Div
JPMORGAN VALUE ADVANTAGE CL A JVAAX — Int/Div
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int./y
SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETFSLYV — Ine
ISHARES RUSSELL MID CAP VALUE ETF IWS — Int/Div
MFS GLOBAL EQUITY CL A MWEFX — Int/Div
FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME CL A FZIAX — Int/Div
FIRST TRUST LARGE CAP GROWTH OPPORTUNITY ALPHADEX ETF FTC — Int/Div
OPPENHEIMER INTL SMALL-MID COMPANY CL A OSMAX — Int/Div
COLUMBIA TAX EXEMPT CLA COLTX — None — Buy
FIDELITY ADVISOR HEALTH CARE CLA FACDX — None — Buy
IRA #) — Int/Div
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL A JIPAX — Inv
JPMORGAN VALLE ADVANTAGE CL A JVAAX — Int/Div
PARNASSUS MID CAP PARMX — Int/Div
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div
FIDELITY ADVISOR NEW INSIGHTS CL A FNIAX — Inv
FIRST TRUST SABRIENT BAKERS DZN 2015 MO FE RE M285M<$3 — Int/Div — Sold
MFS GLOBAL EQUITY CL A MWEFX — Int/Div
FIRST TRUST LARGE CAP GROWTH OPPORTUNITY ALPHADEX ETF FIC — Int/Div — Sold
OPPENHEIMER INTL SMALL COMPANY CL A OSMAX — Int/Div
FIRST TRUST SELECT DSIP 1Q16 MO FE RE — Int/Div — Buy
IRA #2 — Int/Div
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL A JIPAX — Int/Div
JPMORGAN VALUE ADVANTAGE CL A JVAAX — Int/Div
PARNASSUS MID CAP PARMX — hy
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div
FIDELITY ADVISOR NEW INSIGHTS CL A FNIAX — Int
MFS GLOBAL EQUITY CL A MWEFX — Int/Div
FIRST TRUST LARGE CAP GROWTH OPPORTUNITY ALPHADEX ETF FTC — Int/Div — Sold
OPPENHEIMER INTL SMALL COMPANY CL A OSMAX — Int/Div
Page 4. line 2: | am only allowed to choose my asset allocation based on a risk tolerance and time horizon. Investment in Conservative Allocation was moved to

the Moderate Tier | Allocation within the Chase Strategic Portfolio effective 5-18-15 as reported at page 9 of the Financial Disclosure Report For Calendar Year

2015.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17880. Public record. Not legal advice.
