# Howard Frederic Sachs

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/20101

## Record

- **Judge:** Howard Frederic Sachs
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Commerce Bank — Interest
UMB Bank — Interest
Commerce IRA (Financial Square) — Interest
Commerce Bond Fund-IRA — Interest
Nuveen Mo Bonds — Interest
Commerce Mo Bonds - TA — Interest
Manulife Common Stock - TA — Int/Div
Metlife Total Control Account — Interest
Commerce Mo tax free bond fund - TB — Interest — Buy
Blackrock (High Yield) - IRA — Int/Div — Sold
iShares Russell Midcap Value Ind. Fund-TB — Int/Div — Buy
iShares Russell Midcap Value Ind. Fund-TB — Buy (add'l)
iShares Russell 1000 Growth Ind. Fund-TB — Int/Div — Sold
iShares Russell 1000 Value Ind. Fund-TB — Int/Div
Vanguard FTSE Dev. (ETF) TB — Int/Div — Sold
TR Price New Horizons TH — Interest
Clearbridge Small Cap - TB — Interest
Baird Aggregate Bond Fund Is -TA — Interest
Dodge & Cox Income Fund - TA — Interest
Eagle Small Cap Growth Fund - TA — Interest — Buy
Fidelity Advisor Emerging Markets - TA Floating Rate — Interest
Clearbridge Small Cap - TA — Interest — Buy
MFS Research Intl Fund - TA — Int/Div — Sold
Pimco Emergmg Mkts Bond Fund Ins - TA — Interest
Robeco Boston Partners Long/Short « TA — Int/Div
T Rowe Price Overseas Stock Fund 1 <TA — Interest — Sold
TIAA-CREF Large Cap Value Index Fund TA — Interest
Vanguard REIT Index Fund Adm - TA — Interest — Sold
Vanguard Morgan Growth Fund Ad - TA — Interest
Vanguard Intermediate Term Investment Grade Fund Adm -IRA — Interest
iShares Russell Midcap Value ETF - TA — Interest
Invesco Developing Mkts Fund R6 - TA — Interest — Sold
Artisan Mid Cap Fund-Ins - TA — Interest
Blackrock High Yield Bond Portfolio - TA — Interest
DFA US Targeted Value Portfolio - TA — Interest — Sold
DFA Intl Small Company - TA — Interest — Sold
Hartford Midcap Fund Y - TA — Interest
Lazard Emerging Mkts Equity Port - TA — Interest
Principal Global Multi Strategy Fund Inst TA — Interest
Prudential Jennison Mid Cap Growth Fund Inc Q-TA — Interest — Sold
Financial Square Treasury Govt Fund - TA — Interest
Financial Square Treasury Govt Fund - TB — Interest
Artisan Mid Cap Fund Ins. - TB — Interest
DFA US Targeted Value Portfolio - TB — Interest — Buy
Hartford Mid Cap Fund Y - TB — Interest
Prudential Jennison Mid Cap Growth Fund ncQ-TB — Interest — Buy
Prudential Jennison Mid Cap Growth Fund ncQ-TB — Sold
DFA Intl Small Company - TB — Interest — Sold
Invesco Developing Mkts Fund R6 - TB — Interest — Sold
Lazard Emerging Mkts Equity Port - TB — Interest
MFS Research Intl Fund 1 - TB — Interest — Sold
Ivy Municipal High Income Fund - TB — Interest — Sold
TRowe Tax Free- TB — Interest
Robeco Boston Partners Long/Short Research Fund - TB — Interest — Sold
Vanguard REIT Index Fund Adm - TB — Interest — Sold
Commerce Bank - IRA — Distnbuted
Vanguard Intermed, Term Corp. Fund #71 TA — Int/Div — Buy
Vanguard Intermed, Term Corp. Fund #71 TA — Buy
Cohen & Steers - TA — Interest
Fidelity Floating Rate - TA — Interest
Hartford Floating Rate - TA — Interest
Gateway Fund - TB — Interest
Commerce Bond Fund -TA — Interest — Buy
Commerce Bond Fund -TA — Buy
Clearbridge Small Cap - TB — Interest — Buy
Causeway EM - TA — Interest — Buy
ishares Russell Mid Growth - TA — Interest — Buy
Co-Trustee, Irrevocable Trust B, Revocable Trust A, See Explanation
Part 1

Death of wife on January 5, 2009, caused splitting of "pintly held” assets, termination of joint revocable trust, creation of irrevocable Trust B, with transfers in

August 2009 to Commerce Bank as co-trustee with primary investment responsibilities. Bank became co-trustee of Trust A in 2016.

Part VII

Financial Square represents periodic deposits by co-trustee - similar to bank account for income from sales, interest and dividends.

All sales and purchases were by co-trustee bank, without participation and apparently not designed for specific trusts,

Note - Values and income of assets listed in the IRA on line 56 are listed separately.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20101. Public record. Not legal advice.