# Jonathan D. Gerber

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19184

## Record

- **Judge:** Jonathan D. Gerber
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Gold Comms — None
Ing Vanable Annuity Lifestyle Moderate Portfolio — Distribution
Citibunk Checking — Interest
Citibank Money Market Checking — Interest
T.D. Ameritrade Mney Mkt — Interest
California State GO Bonds Callable 09/01/2036 5% — Interest
Advisers Inner Circle 11 — Int/Div
AQR Managed Futures Strategy Fund CL 1 — Int/Div
Artisan Fds Inc Mid Cap Value Fund — Int/Div
Baird Short-Term Bond — Interest — Buy (add'l)
Baird Short-Term Bond — Buy (add'l)
Blackrock Total Return — Int/Div
Bridgeway Fund, Inc. Blue Chip 35 Index Fund — Int/Div
Dodge & Cox Fds Intermationall Stock Fund — Int/Div — Buy (add'l)
Dodge & Cox Funds Stock Fund — Int/Div — Sold (part)
Lazard Emerging Mkt Fund Inst] — Int/Div — Buy
MGD Portfolio Series Tortoise MLP & Pipeline — Int/Div — Buy
Metropolitan West Total Return Bond Fund — Int/Div
Northern Funds Small Cap Fund — Int/Div
Oppenheimer Intl Growth — Int/Div — Buy (add'l)
Pimco Real Return Fund — Int/Div — Sold (part)
Primecp Odyssey Stock Fund — Int/Div
T Rowe Price Equity Income Fund Sh Ben nt — Int/Div — Sold (part)
T Rowe Price Blue Chip — Int/Div
T Rowe Price Intl Emerg Mk1s Stk — Int/Div — Sold (part)
T. Rowe Price Instl Floating Rate — Int/Div — Sold (part)
T. Rowe Price Instl Floating Rate — Sold (part)
TCW Funds Emerging Mkt Stk — Int/Div
Templeton Income Tr Global Bond Advisor — Int/Div
Westerm Asset Core Bpmd — Interest — Buy (add'l)
Advisors Inner Circle 11 — Int/Div — Sold (part)
AQR Managed Futures Strategy Fund CL — Int/Div
Artisan Funds Inc Mid Cap Value Fund — Int/Div
Baird Short-Term Bond — Interest
Blackrock Total Return — Int/Div — Sold (part)
Bridgeway Blue Chip — Int/Div — Sold (part)
Dodge & Cox Funds Intemational Stock Fund — Int/Div — Sold (part)
Dodge & Cox Funds Intemational Stock Fund — Sold (part)
Dodge & Cox Funds Stock Fund — Int/Div
lazard Emergmg Mkt Fund Inst] — Int/Div — Buy
MGD Portfolio Series Tortoise MLP & Pipeline 1 — Int/Div — Buy
Metropolitan West Total Return — Int/Div
Northern FDS Small Cap Fund — Int/Div
Oppenheimer Intl Growth — Int/Div
Pimco Real Retum FA CID — Int/Div — Sold (part)
Primecap Odyssey Stock Fund — Int/Div — Sold (part)
T Rowe Pride Inst] Floating Rate A Div — Int/Div — Sold (part)
T Rowe Price Equity Income F Share Ben — Int/Div
T Rowe Price Emerging Market Shares — Int/Div — Sold (part)
T Rowe Price Blue Chip Growth — Int/Div — Sold (part)
Templeton Income Tr Global Bond — Int/Div
TCW Fund Emerg Mkt Inc FD CL — Int/Div — Sold (part)
Westerm Asset Core Bond — Interest — Buy (add'l)
Westerm Asset Core Bond — Buy (add'l)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19184. Public record. Not legal advice.