# Mark A. Roberts > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/20016 ## Record - **Judge:** Mark A. Roberts - **Year:** 2018 - **Report type:** Annual - **Pages:** 8 ## Text Simmons Perrine Moyer Bergman PLC Partnership — Distribution MR Investment Account (H) DFA GLBL REAL ESTATE — Int/Div — Buy DFA INVESTMENT GRADE — Int/Div — Buy DFA US CORE EQTY 2 — Int/Div — Buy DFA US CORE EQTY 2 — Buy DFA INTL CORE EQTY — Int/Div — Buy DFA EMERGING MKTS CORE EOTY — Int/Div — Buy OppenheimerFunds Main Street Fund Class A — Int/Div — Sold Steele Capital Management Strategic Roadmap Balanced — Int/Div — Sold DR Investment Account (H) SPDR S&P 600 SMALL CAP VALUE — Int/Div — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SCHWAB US AGGREGATE BOND — Int/Div — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US LARGE CAP — Int/Div — Buy SCHWAB US LARGE CAP — Buy SCHWAB SHORT TERM US TREASURY — Int/Div — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB EMERGING MARKETS EQUITY — Int/Div — Buy SCHWAB EMERGING MARKETS EQUITY — Buy SCHWAB US LARGE CAP VALLE — Int/Div — Buy SCHWAB US LARGE CAP VALLE — Buy SCHWAB INTERNATIONAL EQUITY — Int/Div — Buy SCHWAB INTERNATIONAL EQUITY — Buy SCHWAB INTERNATIONAL EQUITY — Buy SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Buy SCHWAB INTERNATNAL SMALLCAP EQY — Buy SCHWAB LS SMALL CAP — Int/Div — Buy SCHWAB LS SMALL CAP — Buy PNC Bank ESA CD — Interest — Sold State Farm S&P S00 Large Cap — Int/Div — Sold OppenheimerFunds Global Fund Class A — Int/Div — Sold OppenheimerFunds Main Street Fund Class A — Int/Div — Sold lowa Public Employees’ Retirement Ststem Fund — Int/Div US. Bank Cash Accounts — Interest Wells Fargo Cash Account — Interest Coverdell 529 Plan - Aggressive Growth Portfolio (H) Vanguard Institutional Total Stock Market Index Fund 60% — Int/Div Vanguard Total International Stock Index Fund 40% — Int/Div Country Financial Whole Life — Int/Div Country Financial Whole Life 2 — Int/Div Country Life Whole Life 3 — Int/Div Northwestern Mutual Whole Life — Int/Div Northwestern Mutual Whole Life 2 — Int/Div Northwestern Mutual Whole Life 3 — Int/Div Northwestern Mutual Whole Life 4 — Int/Div Voya Whole Life 1 — Int/Div Voya Whole Life 2 — Int/Div Partner (through Scpt. 14, 2018), Simmons Perrine Moyer Bergman PLC Board member (through April 26, 2018), Simmons Perrine Moyer Bergman PLC Gift — Simmons Perrine Moyer Bergman PLC (former employer) — Judicial robe as congratulatory gift for federal judgeship — $600.00 Spouse's income — 2018 — Self-emploved, Researcher --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20016. Public record. Not legal advice.