# Michael Howard Simon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18606

## Record

- **Judge:** Michael Howard Simon
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

U S Bank NA (checking and savings) — Interest
OnPoint Community Credit Union {checking and savings) — Interest
Northwestern Mutual Life Ins. (whole hfe insurance cash value) — Int/Div
Gold coins — None
Innsmouth Partners, L.L.C. (See Part VIII, line 1) — None
Bonamici for Congress (spouse campaign loan) (See Part VIII line 2) — None
Vanguard Brokerage Account (H)
Vanguard 500 Index mut. fund — Int/Div — Buy (add'l)
Vanguard 500 Index mut. fund — Buy (add'l)
Vanguard Capital Opportunity mut. fund — Int/Div — Sold
Vanguard Emerging Markets Stock Index mut. fund — Int/Div — Sold
Vanguard Energy mut. fund — Int/Div — Buy (add'l)
Vanguard European Stock Index mut fund — Int/Div — Sold
Vanguard Explorer mut. fund — Int/Div — Sold (part)
Vanguard Explorer mut. fund — Sold
Vanguard Global ex-L.S. Real Estate Index mut. fund — Int/Div — Sold
Vanguard Health Care mut. fund — Int/Div — Sold
Vanguard PRIMECAP mut. fund — Int/Div — Buy (add'l)
Vanguard REIT Index mut. fund — Int/Div — Buy (add'l)
Vanguard REIT Index mut. fund — Buy (add'l)
Vanguard Small-Cap Index mut, fund — Int/Div — Buy (add'l)
Ameriprise Brokerage Account (H)
Ameriprise cash holding account — Interest
Oregon State Dept. of Admin. Services municipal bond — Interest
Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Int/Div — Buy
Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Buy (add'l)
Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Buy (add'l)
Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Sold (part)
Blackrock High Yield Bond Investor Class A mut. fund — Int/Div — Buy
Blackrock High Yield Bond Investor Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Int/Div — Sold (part)
Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Growth Class A mut. fund — Int/Div — Buy
Active Portfolio Multi Manager Growth Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Growth Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Growth Class A mut. fund — Sold (part)
Active Portfolio Multi Manager Value Class A mut. fund — Int/Div — Buy (add'l)
Active Portfolio Multi Manager Value Class A mut. fund — Buy (add'l)
Active Portfolio Multi Manager Value Class A mut. fund — Buy (add'l)
Active Portfolio Multi Manager Value Class A mut. fund — Buy (add'l)
Active Portfolio Multi Manager Directional Alt, Class A mut. fund — Int/Div — Buy
Columbia Disciplined Growth Cl. A mut fund — Sold
Columbia Select Large Cap Growth Class A mut. fund — Sold
JPMorgan Large Cap Growth Class A mut fund — Int/Div — Buy
JPMorgan Large Cap Growth Class A mut fund — Buy (add'l)
JPMorgan Large Cap Growth Class A mut fund — Sold (part)
JPMorgan Large Cap Growth Class A mut fund — Sold (part)
MFS Municipal High Inc. Class A mut fund — Int/Div — Buy (add'l)
MFS Municipal High Inc. Class A mut fund — Buy (add'l)
MFS Municipal High Inc. Class A mut fund — Buy (add'l)
MFS International Value Class A mut fund — Int/Div — Buy (add'l)
MFS International Value Class A mut fund — Sold (part)
MFS International Value Class A mut fund — Sold (part)
MFS International Value Class A mut fund — Sold (part)
MFS Value Class A mut. fund — Int/Div — Sold (part)
MFS Value Class A mut. fund — Sold (part)
MFS Value Class A mut. fund — Sold (part)
MFS Value Class A mut. fund — Sold (part)
Nuveen Interm. Duration Mun. Bond Class A mut. fund — Int/Div — Buy
Nuveen Interm. Duration Mun. Bond Class A mut. fund — Buy (add'l)
Nuveen Interm. Duration Mun. Bond Class A mut. fund — Buy (add'l)
Nuveen Interm. Duration Mun. Bond Class A mut. fund — Buy (add'l)
Oppenhemner International Growth Class A mut, fund — Int/Div — Buy (add'l)
Oppenhemner International Growth Class A mut, fund — Buy (add'l)
Oppenhemner International Growth Class A mut, fund — Sold (part)
Oppenhemner International Growth Class A mut, fund — Sold (part)
Prudential Jennison Mid Cap Growth Class A mut. fund — Int/Div — Buy (add'l)
Prudential Jennison Mid Cap Growth Class A mut. fund — Sold (part)
Prudential Jennison Mid Cap Growth Class A mut. fund — Sold (part)
Prudential Jennison Mid Cap Growth Class A mut. fund — Buy (add'l)
Wells Fargo Advantage Emerging Markets Equity Class A mut. fund — Int/Div — Buy (add'l)
Wells Fargo Advantage Emerging Markets Equity Class A mut. fund — Sold (part)
Wells Fargo Advantage Emerging Markets Equity Class A mut. fund — Sold (part)
Wells Fargo Advantage Emerging Markets Equity Class A mut. fund — Sold (part)
Wells Fargo Advantage Municipal Bond Class A mut. fund — Int/Div — Sold
Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Int/Div — Sold (part)
Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Buy (add'l)
Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Sold (part)
Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Sold (part)
Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Int/Div — Buy (add'l)
Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Sold (part)
Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Buy (add'l)
Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Sold (part)
Western Asset Interm. Term Municipal Class A mut. fund — Int/Div — Sold (part)
Western Asset Interm. Term Municipal Class A mut. fund — Buy (add'l)
Western Asset Interm. Term Municipal Class A mut. fund — Buy (add'l)
Western Asset Interm. Term Municipal Class A mut. fund — Buy (add'l)
Franklin Templeton Growth Allocation Class A mut. fund — Int/Div
Director, Classroom Law Project
Member (mmonty terest: no control or managerial responsibility), Innsmouth Partners, L.L.C. {motion picture production company based m Hillsboro, OR; holds no investments) (See Part VIII, line )
Income — 2016 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — S17.898.00
Income — 2016 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”) — ST30.00
Income — 2016 — International Authors Society (theatrical royalties tor "The Odd Couple™) — $21,493.00
Spouse's income — 2016 — LS. House of Representatives (spouse's wages)
1. Part I, line 2 and Part VIL, line 5. Innsmouth Partners, L.L.C. is a movie production company based m Hillsboro, OR. It holds no investments. My wife and |

own a minority interest and exercise no control or managerial responsibility.

2. Part VII, line 6. On November 28, 2016, the Bonamici for Congress campaign made a partial repayment in the amount of $50,000 to my spouse on her personal

loan to the campaign.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18606. Public record. Not legal advice.