# Aleta Arthur Trauger

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/20269

## Record

- **Judge:** Aleta Arthur Trauger
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 12

## Text

Acc'ts at SunTrust Bank, Nashville, TN — Interest
The Equitable A. B.A. Group IRA
AXA Moderate Alloc. Portfolio — None
EQ Money Market — None
Multimanager Aggressive Equity — None
EQ/Common Stock Index — None
EQ/Intermational Equity Index — None
Victory Funds - RS Small Cap Growh Fund CLA — None
Guilford County, North Carolina farmland — Rent
Cash surr. value NW Life policy — None
Cash surr. value of 2 NW Life policies — None
Pamassus Fund — Int/Div
Profit sharing plan - Divers. Trust — None
Moore County. North Carolina timber land — Rent
Bank of America Corporation — Int/Div
Exxon Mobil Corp — Int/Div
Elizabethton, TN water & sewer revenue bonds — None
Lincoln National Corp — Int/Div
MGT Holdings — None
The Providence Service Corp — None — Sold (part)
Rental Property - Nashville, Tennessee. Davidson County — Rent
Regions Bank money mkt. acct. (Morgan Keegan/Raymond James) — Interest
Pinnacle Nat. Bank accounts — Interest
Blount County, TN Pub. Bldg. Auth, Pub Impt, Bds., Sev, 2008 — Interest — Redeemed
Hirtle, Callaghan Investment Funds
HOCT Commodities — Int/Div
HCCT Emerging Mkts — Int/Div
HOCT Fixed Income Opportunity — Int/Div
HOCT Intermed. Mum — Int/Div
HOCT Intermed Mum. 1 — Int/Div
HOCT Intemational — Int/Div
HCCT Large Cap Growth — Int/Div
HCCT Large Cap Value — Int/Div
HOCT Small Cap — Int/Div
HOCT Core Fixed Income — Int/Div
HOCT Institutional Intemational Equity — Int/Div
HOCT Institutional Large Cap. Growth — Int/Div
HOCT Instutional Large Cap. Value — Int/Div
Nelson's Green Brier Distillery, LLC — None
Shelby Co. TN Health EDL & HSG Facs Rev. Bonds — Interest
Edward Jones Advisory Solutions
Amer. Funds-Fundamental Investors — None
Amer. Funds-Intemat. Growth & Income — None
Arusan<Internat. Value Inst] — None
BridgeBuilder-Core Bond — None
BridgeBuilder-Internat. Equity — None
BridgeBuilder-Lurge Cap Growth — None
BridgeBuilder-Small/'Mid-Cap Value — None
BridgeBuilder-Small/Mid-Cap Growth — None
Delaware Funds by Macquarie-Small Cap Value Inst], — None
Delaware Funds by Macquarie - U.S Growth Inst], — None
Dodge & Cox - Stock — None
Hotchkis & Wiley-Mid-Cap Value — None
Invesco - Comstock R6 — None
MFS-Value R6 — None
PIMCO-High Yield Inst] — None
PRIMECAP Odyssey Funds - Stock — None
T. Rowe Price - Intemat. Discovery — None
T. Rowe Price - Small-Cap Value — None
JPM U.S. Govt' Money Mkt. Cap. — None
Edward Jones IRA
Amer. Funds-Amer. Mut. A — None
Amer. Funds - Invest. Co. of Amer — None
Franklin Templeton Investments - Income Al — None
Franklin Templeton Investments-Mut Global Discovery A — None
Franklin Templeton Investments-Mut Shares A — None
Franklin Templeton Investments-Rising Dividends A — None
Franklin Templeton Investments-Global Bond A — None
Edward Jones Investment Acc't
Money market acc't — None
Knox Co. health & educ. bonds — None — Redeemed
Robertson Co.. TN school bonds — None — Redeemed
AmGen, Inc — Int/Div
Express Scripts Holding Co — None — Redeemed
Gen. Electric Co. — Int/Div
Johnson & Johnson — Int/Div
Merck & Co., Inc — Int/Div
Pepsico, Inc — Int/Div
Travelers Companies, Inc — None — Sold
Wal-Mart Stores. Inc — Int/Div
Amer. Balanced Fund — Int/Div
Amer. Mut. Fund — Int/Div
Cap Income Bldr. Fund — Int/Div
Cap World Growth & Income Fund — Int/Div
Eaton Vance Tax Managed Div. Income Fund — Int/Div
Franklin. TN munic, bond fund — Int/Div
Fundamental Investors Fund — Int/Div
Growth Fund of Amer — Int/Div
Income Fund of Amer — Int/Div
Franklin Mut. Global Discovery Fund — Int/Div
New Perspective Fund — Int/Div
Nuveen lutermed. Duration Munic. Bond Fund — Int/Div
Franklin Fed. Inter-term tax free income fund - Class A — Int/Div
Cigna Corp. New — None — Buy
Lincoln Finan. Group Annuity-Amer Legacy II View
Amer. Funds IS Asset Alloc. 2 — None
Amer. Funds IS Bond 2 — None
Amer. Funds IS Growth-Income 2 — None
Amer. Funds IS Asset 2 — None
Amer. Funds 1S High Income Bond 2 — None
Amer. Funds IS Internat. 2 — None
Hirtle, Callaghan Investment Funds
DWS Gov't. Cash Fund — Int/Div
HOCT Real Estate — Int/Div
HOCT Institutional Small Cap — Int/Div
ISHARES MSCI EAFE — Int/Div
ISHARES MSCI Emerging Mkt — Int/Div
Jumstart Foundry 2017 Fund — None
Jumpstart Foundry 2018 Fund — None — Buy
Pinnacle Bank CD — Interest — Redeemed
Fillmore Co.. Nebr farmland — Rent
Hirtle Callaghan Investment Funds
Vanguard FTSE Dev. Mkt. ETF — None — Buy
Vanguard FTSE Emerg. Mkt. ETr — None — Buy
ISHARES TRSH TR Corp, ETF — None — Buy
SPDR TR Portfolio Short ETF — None — Buy
Vanguard Short Term Corp. Bond ETF — None — Buy
Agreement — 15/31/2016 — Loan of $6000.00 to Rosemary Paschall (no terest)
Liability — Nashville Bank & Trust — Line of credit for law firm partnership
Spouse's income — 2018 — Income from law firm partnership - [ 1s attorney partner in Trauger & Tuke
Part VII Lines 45, 46, 53 These sales and redemptions were inadvertently omitted from the 2017 Report.

Part VII Lines 25, 102, 112 This fund is a widely-held investment fund whose assets are widely diversifeid and over whose financial interests we neither can nor

do exercise control [see § 315.30(c)).

Part VII Line 111 Land was inherited in 2012, upon death of [JN MI This is first year there has been any income from the asset.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20269. Public record. Not legal advice.
