# Louise A. Lamothe > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19525 ## Record - **Judge:** Louise A. Lamothe - **Year:** 2018 - **Report type:** Annual - **Pages:** 15 ## Text LPL FINANCIAL mmm (LAL) Allianzgi Short Duration High Income CL P(ASHPX) — Int/Div Angel Oak Multi Strategy Income INSTL CL (ANGIX) — Int/Div WELLS FARGO mmm (LAL) Eaton Vance National Mun Income CL {EIHMX) — Int/Div — Sold Federated Strategic Value Dividend INSTL CL (SVAIX) — Int/Div Harbor Cap Apprec INSTL CL (HACAX) — Int/Div JP Morgan Mortgage Backed Securities CL HOMBIX) — Int/Div Maingate MLP (IMLPX) — Int/Div Main Stay Epoch Global Equity YIELD CL 1(EPSYX) — Int/Div Michigan ST HSG DEV AUTH Single FMLY MTG REV F — Int/Div — Sold MFS Value (MEIX) — Int/Div Pimco Investment Grade Corp Bond CL P (PBDPX) — Int/Div Royce Dividend Value Investment CL (RDVIX) — Int/Div Vanguard Intermediate Term Treasury Admiral CL (VFIUX) — Int/Div — Sold Wells Fargo Diversified Income Bldr Admin CL (EKSDX) — Int/Div WELLS FARGO mmm (LAL) Allianz Life INS CO ANN (Annuity) — Distribution WELLS FARGO mmm (LAL) Abbott Laboratories (ABT) — Int/Div Abbvie Inc (ABBV) — Int/Div American Intemational Group Inc (AIGWS) — Sold Automatic Data Processing (ADP) — Int/Div CDK Global Holdings LLC (CDK) — Int/Div Colgate Palmolive Co (CL) — Int/Div Exxon Mobil Corp (XOM) — Int/Div Fidelity Investments Money Market FD INSTL CL — Int/Div — Buy Fidelity Investments Money Market FD INSTL CL — Int/Div — Sold (part) General Mills Inc (GIS) — Int/Div Intel Corp (INTC) — Int/Div Kohls Comp (KSS) — Int/Div McDonald's Corp (MCD) — Int/Div Medtrome PLC (MDT) — Int/Div Microsoft Corp (MSFT) — Int/Div Phizer Inc (PFE) — Int/Div Schlumberger Ltd (SLB) — Int/Div Walgreens Boots Alliance Inc (WBA) — Int/Div Wal-Mart Stores Inc (WMT) — Int/Div Wells Fargo & Co New (WFC) — Int/Div WELLS FARGO pm (LAL) Ambndge Boro PA MUN AUTH SWR — Interest — Sold Antelope VLY CA UN HIGH SCH DIST — Interest — Sold Banning CA UTIL AUTH WTR Enterprise REV RFDG — Interest — Sold Bellwood IL RFDG SER B G/O UNLTD — Interest — Sold Burbank CA REDEV AGY SUCCESSOR AGY TAX ALLOCA — Interest — Sold Columbus OH G/O RFDG B/E SER 2 — Interest — Sold Dodge City KS TEMP NTS — Interest — Sold Eastern Mun Wir Dis CA — Interest Eugene OR Elec Util Rev RFDG B/E — Interest — Sold Fort Bend TX MUN LTIL DIST NO 137 — Interest — Sold Golden West SCHS Fing CA REF Beverly Hills UNI — Interest Hawthorne CA CTF PARTN Refmancing Proj — Interest — Sold Henry & Whiteside CNTYS IL CMNTY UNIT SCHL DIST — Interest — Sold Highland CA REDEV AGY — Interest — Sold Los Angeles CA Dpt Arpts SUb LA Intl Arpt — Interest — Sold Mainstay FDS TR (MSCAX) — Interest — Buy Montclair CA Pub FING Auth LSE — Interest New York State MTG AGY HMOWNR MTG — Interest — Sold Rialto CA REDEV Agy Successor AGY Tax — Interest Temnessee HSG DEV AGY — Interest — Sold Umversity CA REVS LTD Proj SER E — Interest Val Verde CA SCH DIST — Interest Ventura CNTY CA Cmnty College Dist — Interest Washington CA UNI SCH DIST Fresno CNTY — Interest Watsonville CA REDEV AGY Successor AGY — Interest — Sold Western Placer CA UNI SCH DIST ELECTION 2016 — Interest — Sold Whittier CA REDEV SUCCESSOR AGY TAX ALLOC — Interest — Sold Growth Fund Amenca CL A — Int/Div — Sold LPL FINANCIAL gam (LAL) Capital Income Builder CL F2 (CAIFX) — Int/Div — Sold New World CL F2 — Int/Div — Sold LPL FINANCIAL gum (LAL) FS Investment Corp 111 — Int/Div CHARLES SCHWAB mmm (LAL) Alphabet Inc (GOOG) — None Alphabet, Inc (GOOGL) — None Amazon.com Inc (AMZN) — None Costco Wholesale Co (COST) — Int/Div Ford Motor Company (F) — Int/Div Matthews Pacific Tiber (MAPTX) — Int/Div Pamassus Core EOTY FD (PRBLY) — Int/Div Qualcomm Inc (QCOM) — None Salesforce Com (SRM) — None Tesla Motors Inc {TSLA) — None TIAA TIAA Annuity Contracts (TIAA Traditional) — istnbution ITROWE PRICE (LAL) TROWE PRICE IRA (Global Tech ) [ ] — Int/Div LPL FINANCIAL 0160 (DK) AB MUN INCOME Allianzgi Short Duration High Income CL P(ASHPX) — Int/Div — Sold American Beacon SIM High Yield OPPTYS CL Y (SHOYX) — Int/Div — Buy American Beacon SIM High Yield OPPTYS CL Y (SHOYX) — Int/Div — Sold Angel Oak Muiti Strategy Income INSTL CL (ANGIX) — Int/Div — Sold Eaton Vance National Mun Income CL — Int/Div — Sold Federated Strategic Value Dividend INSTL CL (SVAIX) — Int/Div — Sold Harbor Cap Apprec Instl CL (HACAX) — Int/Div — Sold JPMorgan Mortgage Backed Securities CL HHOMBIX) — Int/Div — Sold Maingate MLP CL 1 (IMLPX) — Int/Div — Sold Mainstay Epoch Global Equity Yield CL 1 (EPSYX) — Int/Div — Sold MFS Value CL (MENIX) — Int/Div — Sold Nuveen Preferred SECS & Income CL INPSRX) — Int/Div — Buy Nuveen Preferred SECS & Income CL INPSRX) — Int/Div — Sold Oppenheimer Steelpath MLP Select 40 CL Y (MLPTX) — Int/Div — Sold Pimco Investment Grde Corp Bond CL P (PBDPX) — Int/Div — Sold Royce Dividend Value Investement CL (RDVIX) — Int/Div — Sold Tesla Inc (TSLA) — Int/Div — Sold Thomburg Investment Income Builder CL 1HTIBIX) — Int/Div — Buy Thormburg Investment Income Builder CL HTIBIX) — Int/Div — Sold Vanguard Intermediate Term Treasury Admiral CL (VFIUX) — Int/Div — Sold Virtus SEIX Floating Rate High Income CL HISAMBX) — Int/Div — Buy Virtus SEIX Floating Rate High Income CL HISAMBX) — Int/Div — Sold Wells Fargo Diversified Income Builder INSTL CL (EKSYX) — Int/Div Wells Farbo Diversified Income Builder INSTL CL (EKSYX) (Partial) — Int/Div — Sold (part) Cash p—m LPL FINANCIAL gam (DK) AFIS Asset Allocation (Pacific Life Annuity) — istnbution LPL FINANCIAL 6013 (DK) Costco Wholesale Corp (COST) — Int/Div LPL FINANCIAL pom American College 2021 CL 529 ( (CTOCX) — Int/Div — Open LPL FINANCIAL mom American College 2021 CL 529 C (CTOCX) — Int/Div — Open LPL FINANCIAL pam (DK) Aflac Inc (AFL) — Int/Div Alphabet Inc CL A (GOOGL) — Int/Div AT&T Inc (T) — Int/Div Berkshire Hathaway Inc DE CL B NEW (BRK/B) — Int/Div Cisco Systems Inc (CSCO) — Int/Div Dollar General Corp New (DG) — Int/Div Eli Lilli & Company (LLY) — Int/Div Goldman Sachs Group Inc Medium Term Note (3814ET90) — Interest Ishares China Large Cap ETF (FXI) — Int/Div Kimberly Clark Corp (KMB) — Int/Div Microsoft Corp (MSF) — Int/Div Nestle S A SPNSD ADR REPSTING REG SHS INSRGY) — Int/Div Sysco Corporation (SYY) — Int/Div Sysco Corporation (SYY) (Partial) — Int/Div — Sold (part) United Parcel Service Inc CL B (UPS) — Int/Div Charles Schwab Bank Checking Account [ — Interest Citibank Checking Account (LAL) — Interest City National Bank Checking Account LaMothe Family Trust — Interest City National Bank Checking Account Kaplan Family Trust — Interest Wells Fargo Crown Classic Checking Account J (DK) — Interest Wells Fargo Crown Classic Checking Account — Interest John Hancock Whole Life (DK) — Int/Div Northwestern Mutual Life Ins Policy (Whole life) pm (LAL) — Int/Div Income — 2018 — Louse A. LuMothe - A Professional Corporation: Salary — S111.913.00 Spouse's income — 2018 — Cahforma State Teachers' Retirement System Line 10: Michigan ST HSG DEV AUTH Single FMLY MTG REV F: Purchased in 2017, not previously reported. Line 18: Allianz Life INS CO ANN (Annuity): Purchased in 2017, not previously reported. Line 73: Growth Fund America CL A: Not previously reported Line 118: Tesla Inc (TSLA): Purchased in 2012, not previously reported. Line 126: Cash (9999777): Previously money market shares, no cash. Instructions p.30 indicate to report in "Sections 102(a)(1)(B) and 102(a)3)." Filer does not locate said section on report. Line 129: AFIS Assit Allocatoin (Pacific Life Annuity): Purchased 6/30/16, not previously reported. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19525. Public record. Not legal advice.