# Lonny R. Suko > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/20287 ## Record - **Judge:** Lonny R. Suko - **Year:** 2018 - **Report type:** Annual - **Pages:** 9 ## Text Chase Bank cash accounts — Interest Chase Strategic Allocation Portfolio (*see page 8) — Int/Div US Bank cash accounts — Interest Amencan Express Bond Fund — Interest Real property in Yakima, WA, held with others — Rent Northwestern Mutual Life Insurance Company Whole Life Insurance — Int/Div Hapo Community Credit Union cash accounts — Interest Amenprise Financial cash accounts — Int/Div Discover Bank (CD account) — Interest — Closed Compass Bank (CD account) — Interest — Closed Capital One Bank (CD account) — Interest — Open First Bank Southern Pines (CD account) — Interest — Open ZB N A Instl. Bank (CD account) — Interest — Buy Management Account #1 (H) COLUMBIA CONTRARIAN CORE INSTL CL SMGIX — Int/Div — Buy JOHN HANCOCK STRATEGIC INCOME OPPIYS CL LIIPIX — Int/Div — Sold ISHARES RUSSELL MID CAP ETF IWR — Int/Div JPMORGAN VALUE ADVANTAGE CL 1JVASX — Int/Div — Buy SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Sold (part) SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div — Buy SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETFSLYV — Int/Div ISHARES RUSSELL MID CAP VALUE ETF IWS — Int/Div SMFS GLOBAL EQUITY CL I MWEIX — Int/Div — Sold OPPENHEIMER INTL SMALL-MID COMPANY CL Y OSMYX — Int/Div COLUMBIA TAX EXEMPT CLZCTEZX — Int/Div FIDELITY ADVISOR HEALTH CARE CLI FHCIX — Int/Div INVESCO LTD TERM MUN INCOME CL Y ATFYX — Int/Div PRUDENTIAL TOTAL RETURN BOND CL ZPDBZX — Buy PRUDENTIAL TOTAL RETURN BOND CL ZPDBZX — Int/Div — Buy (add'l) MFS INTL DIVERSIFICATION CL MDUX — Int/Div — Buy OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Int/Div — Buy IRA Z(H) — Int/Div JOHN HANCOCK STRATEGIC INCOME OPPIYS CL LIIPIX — Buy JOHN HANCOCK STRATEGIC INCOME OPPIYS CL LIIPIX — Int/Div — Sold JPMORGAN VALUE ADVANTAGE CL 1JVASX — Buy JPMORGAN VALUE ADVANTAGE CL 1JVASX — Sold (part) JPMORGAN VALUE ADVANTAGE CL 1JVASX — Int/Div — Sold (part) PARNASSUS MID CAP PARMX — Int/Div — Sold (part) SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Sold (part) SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div — Sold (part) FIDELITY ADVISOR NEW INSIGHTS CL 1 FINSX — Int/Div — Sold (part) MFS GLOBAL EQUITY CL I MWEIX — Int/Div — Sold OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Sold (part) OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Int/Div — Sold (part) PRUDENTIAL TOTAL RETURN BOND CL ZPDBZX — Buy PRUDENTIAL TOTAL RETURN BOND CL ZPDBZX — Int/Div — Sold (part) MFS INTL DIVERSIFICATION CL MDX — Buy MFS INTL DIVERSIFICATION CL MDX — Buy (add'l) MFS INTL DIVERSIFICATION CL MDX — Int/Div — Sold (part) OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Buy OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Int/Div — Sold (part) IRA #22 (H) — Int/Div JOHN HANCOCK STRATEGIC INCOME OPPTYS CLI IIPIX — Int/Div — Sold JPMORGAN VALLE ADVANTAGE CL 1JVASX — Buy JPMORGAN VALLE ADVANTAGE CL 1JVASX — Int/Div — Sold (part) PARNASSUS MID CAP PARMX — Int/Div SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div — Sold (part) FIDELITY ADVISOR NEW INSIGHTS CL 1 FINSX — Int/Div SMFS GLOBAL EQUITY CL MWEIX — Int/Div — Sold OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Int/Div — Sold (part) PRUDENTIAL TOTAL RETURN BOND CLZPDBZX — Buy PRUDENTIAL TOTAL RETURN BOND CLZPDBZX — Int/Div — Sold (part) MFS INTL DIVERSIFICATION CL MDX — Buy MFS INTL DIVERSIFICATION CL MDX — Int/Div — Buy (add'l) OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Buy OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Int/Div — Sold (part) Page 4, line 2: Investment is in the Moderate Tier 1 Allocation within the Chase Strategic Portfolio. 1am only allowed to choose my asset allocation based on a risk tolerance and time horizon, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20287. Public record. Not legal advice.