# Jean P. Rosenbluth

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/20032

## Record

- **Judge:** Jean P. Rosenbluth
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 9

## Text

Wells Fargo Accounts (cash equivalent) — Interest
American Electric Power common stock — Int/Div
Schwab IRA (H)
FMI Large Cap — Int/Div — Sold
Fidelity Contrafund — Int/Div — Sold
Voya (formerly ING Midcap Opportunity Fund) — None — Sold
Artisan International Fund — Int/Div — Sold
Dodge & Cox International Stock Fund — None — Sold
Amencan Beacon GLBL — Int/Div — Sold
Angel Oak Flexible — Int/Div — Sold
Stone Ridge All Asset — Int/Div
American Beacon LargeCap — None — Sold
Driehaus Frontier — None — Sold
Oberweis Int'l Opportunity — None — Sold
Guggenheim Macro Oppty Inst — Int/Div — Buy
Guggenheim Macro Oppty Inst — Int/Div — Buy (add'l)
Elements Emerging Mkts Port — Int/Div — Buy
Elements Intl Small Cap Port — Int/Div — Buy
Elements Intl Port — Int/Div — Buy
Elements US Small Cap — Int/Div — Buy
Elements US Port — Int/Div — Buy
Bank of America Accounts (cash equivalent) — Interest
Morgan Stanley Aggressive Growth A — Int/Div
401K) «= TIAA/CREF (no control) (H)
mumaged allocation fund (TIMRX) — Int/Div
Lifecycle Retirement Income (TLRRX) — Int/Div
Brokerage Account (H)
Berkshire Hathaway B — None
Deutsche BK Cap 7.6% — Int/Div
Speed Commerce (formerly Navaree Corp WY)
Verizon — Int/Div — Sold
Sector Spdr Consumer Fund ETF — Int/Div — Sold (part)
Sector Spdr INA] Select Shares ETF — Int/Div
Sector Spdr Tech Select Shares ETF — Int/Div — Sold
Sector SPDR Tr Con Splitshares ETF — Int/Div
Harding Loevner Emerging Markets Ady — Int/Div
JP Morgan Small Cap Equity Fund — Int/Div
Loomis Sayles bond fund CL R — Int/Div — Sold
Manning & Napier WOrld Oppty A — None — Sold
Janus Henderson (SEE PART vii) — None — Sold
Victory RS Value Fund CL A (SEE PART vin — None — Sold
Schwab Core Equity Fund — None — Sold
Schwab Health Care Fund — Int/Div
Scout Intl Fund — Int/Div — Sold
Vanguard Inflation Protected Securities Fund — Int/Div — Sold (part)
Vanguard Inflation Protected Securities Fund — Int/Div — Sold
Vanguard Inflation Protected Secs Adm Shr — Int/Div — Buy
Vanguard s/t Investment Grade Fund Inv — Int/Div — Sold
Vanguard s't Investment Grade Fund Admiral — Int/Div — Buy
Vanguard FTSE All World EX US ETF — Int/Div — Buy
Schwab Gov. Money Fund (See Part VIII) — Interest
Powershares QOQO Trust Ser ETF (x) — Int/Div — Sold (part)
Pimco Investment Grade Corp BD Instl — Int/Div — Buy
Pimco Incm Inst CL — Int/Div — Buy
Wisdomtree Intl Small Cap Divident ETF — Int/Div — Buy
Ridgeworth Seix Float — Int/Div — Buy
New York Times common stock — Int/Div
Power of attorney, mother
Spouse's income — 2017 — Trustee, R 1998 Trust, Los Banos CA (not vet vested)
Re Part VII, Line 15: This was reported in years past as EMI Large Cap, based on what my husband told me, That was a mistake. It should haveben FMI Large

Cap, and it is already listed in Line 4.

Re Part VII, Line 24: Last year this was reported as being partially sold, but JN apparcatly sold all of it.

Re PartVIL, Line 34: SEN tells me the name was changed from Perkins last year to Janus Henderson.

Re Part VII, Line 35: Name change last year according to JR .

Re PastVII, Line 41: Name reported incorrectly last year,

Re Part [IB and Part VIL: The listed trust is JIN sole interest and the assets are not derived from my personal assets, come or activities; 1 have no

knowledge of or access to the trust's assets: and | dervie no benefit from them, nor will | ever, as JEN and | keep our assets separately.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20032. Public record. Not legal advice.