# William D. Gerdes

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19220

## Record

- **Judge:** William D. Gerdes
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 8

## Text

Amencan General - IRA (H)
American General fixed fund — Int/Div
AXA - Equitable : IRA <1 (H)
Guaranteed Interest Account — Int/Div
EQ / Com Stock Index — Int/Div
EQ/ Equity 500 Index — Int/Div
AXA Moderate Allocation — Int/Div
EQ/GAMCO Small Company Value — Int/Div
AXA - Equitable: IRA - 2 (H)
AXA Moderate Allocation — Int/Div
Multimanager Small Cap Value — Int
EQ/ Manso Focus — Int/Div
EQ / BlackRock Basic Value Equity — Int/Div
EQ/ Boston Advisors Equity, Inc — Int./y
Gerdes & McNeary, PC — None
Federated Insurance - whole life insurance policy — Int/Div
Edward Jones - Account 1 (H)
JPM US Govt Mny Mkt Capital (X) — Int/Div
Money Market Investment Shares (X) — Int/Div
Amencan Capital World Bond (X) — Int/Div
Bridge Builder Core Bond (X) — Int/Div
Bridge Builder Core Plus Bond (X) — Int/Div
PIMCO High Yield (X) — Int/Div
Bridge Builder Intl Equity (X) — Int/Div
Bridge Builder Large Growth (X) — Int/Div
Bridge Builder Large Value (X) — Int/Div
Bridge Builder Small / Mid Growth (X) — Int/Div
Bridge Builder Small / Mid Value(X) — Int/Div
Franklin Mutual Shares R6 (X) — Int/Div
Ishares Russ 2000 ETF (X) — Int/Div
Ishares S&P SC 600 Value ETF (X) — Int/Div
Vanguard FTSE All-World Ex-US (X) — Int
Vanguard FTSE Dev Mkts ETF (X) — Int/Div
Vanguard Value ETF — Int/Div
Edward Jones - Account 2 (H)
TRP U.S. Treasury Money 1 (X) — Int/Div
Money Market Fund Retirement Shares xX) — Int/Div
JH Bond R6(X) — Int/Div
PGIM Total Return Bond R6 (X) — Int/Div
Amencan Balanced F3 (X) — hy
Hartford Balanced Income F (X) — Int/Div
Amencan New perspective F3 (X) — Int
Hartford Midcap F (X) — Int/Div
JH International Growth R6 (X) — Int/Div
Opphn Small-Mid Caompany 1 (X) — Int/Div
Gerdes Family Limited Liability Partnership assessed value $35.761.75 — Rent
President and Director, Grerdes & Mc Neary, PC
Director and Presadent of Board of Directors, Northeastern Mental Health Center
Director, Northeastern Mental Health Center Foundaton
Income — 2018 — Gerdes & Mc Neary, PC - salary — $37,200.00
Income — 2018 — Gerdes & McNeary, PC - mcome from S Corporation — S13879.82
Spouse's income — 2018 — Tom & Damelle Aman Foundation - Salary
Part |

I resigned from the positions with Northeastern Mental Health Center and Northeastern Mental Health Center Foundation in November of 2018

William D. Gerdes, PC became Gerdes & McNeary, PC through change of ownership in # legal practice. Changes are shown in Part | line 1, Part 111 lines | and 2,

and Part VI line 15.

Part VII

Line 15

All income from Gerdes & McNeary, PC is reported as Non-Investment Income in Part 111.

Part VII

Line 46

Gerdes Family Limited Liability Partnership was created through funds distributed through an inheritance in 2018. 1 own a one-fourth interest in the entity. The

total assessed value is $143,045 and my one-fourth interest of the assessed value if $35,763.75

Gerdes Family Limited Liability Partnership owns land in Hand County, South Dakota.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19220. Public record. Not legal advice.
