# Thomas D. Schroeder

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23329

## Record

- **Judge:** Thomas D. Schroeder
- **Year:** 2010
- **Pages:** 10

## Text

Wachovia Accounts 2. BB&T Account 3. US Treasury Series EE Bonds — Interest
First Tennessee Accounts 5. Arbor Joint Account (at Fidelity Investments) — Interest
iShares Russell 1000 Index — Int/Div
PowerShares FTSE RAFI US 1000 — Int/Div — Buy
PowerShares FTSE RAFI US 1000 — Buy (add'l)
PowerShares FTSE RAFI US 1000 — Buy (add'l)
iShares Russell 2000 Index — Int/Div — Sold
iShares MSCI EAFE Index — Int/Div — Buy (add'l)
iShares MSCI EAFE Index — Buy (add'l)
iShares MSCI EAFE Index — Buy (add'l)
iShares MSCI EAFE Index — Buy (add'l)
iShares MSC] Emerging Markets Index — Int/Div — Buy
iShares MSC] Emerging Markets Index — Buy (add'l)
iShares MSC] Emerging Markets Index — Buy (add'l)
Fidelity Instl: Tax Exempt Portfolio Cl — Int/Div
Arbor Joint Account (at Fidelity Investments) 26. -iShares Russell 1000 Index — Int/Div — Sold (part)
PowerShares TFTSE RAF1 US 1000 — Int/Div
iShares Russell 2000 Index — Int/Div — Sold
iShares MSCI EAFE Index — Int/Div
iShares MSCI Emerging Markets Index — Int/Div — Buy (add'l)
PIMCO All Asset Fund Instl — Int/Div
PIMCO 1-5 Year U.S. TIPS Bond Index — Int/Div — Buy
Vanguard Inflation-Protected Sec — Int/Div — Sold (part)
Vanguard Inflation-Protected Sec — Sold
PIMCO Global Advantage Strategy Bond Inst] — Int/Div — Buy
Vanguard Short-Term Invstmnt -Grd — Int/Div — Sold (part)
Eaton Vance Floating Rate Adv — Int/Div — Sold (part)
Fidelity Tax Free Money Market — Int/Div
IRA (at Fidelity Investments)
iShares Russell 1000 Index — Int/Div
PowerShares FTSE RAFI US 1000 — Int/Div
iShares Russell 2000 Index — Int/Div — Sold
1Shares MSC] EAFE Index — Int/Div
iShares MSCI Emerging Markets Index — Int/Div
PIMCO All Asset Fund Instl — Int/Div — Buy
Vanguard Inflation-Protected Sec — Int/Div — Sold
Vanguard Short-Term Invstmnt-Grd — Int/Div — Sold
Eaton Vance Floating Rate Adv — Int/Div — Sold (part)
Eaton Vance Floating Rate Adv — Buy (add'l)
Fidelity Cash Reserves (X) — Int/Div
IRA (at Fidelity Investments)
iShares Russell 1000 Index — Int/Div — Sold (part)
iShares Russell 1000 Index — Sold (part)
iShares Russell 1000 Index — Sold (part)
iShares Russell 1000 Index — Sold (part)
iShares Russell 1000 Index — Sold (part)
PowerShares FTSE RAF] US 1000 — Int/Div
iShares MSCI EAFE Index — Int/Div
iShares MSCI Emerging Markets Index — Int/Div
PIMCO All Asset Fund Inst] — Int/Div — Buy
PIMCO All Asset Fund Inst] — Buy (add'l)
Eaton Vance Global Absolute Return Cl — Int/Div — Buy
Eaton Vance Global Absolute Return Cl — Buy (add'l)
Eaton Vance Global Absolute Return Cl — Buy (add'l)
PIMCO 1-5 Year U.S. TIPS Bond Index — Int/Div — Buy
PIMCO 1-5 Year U.S. TIPS Bond Index — Buy (add'l)
Vanguard Inflation-Protected Sec. Adm — Int/Div — Sold
PIMCO Global Advantage Strategy Bond Inst] — Int/Div — Buy
Board Member, Notre Dame Law Association
Reimbursement — SEIT Meld MT NARS Wet AE of Law — ERG LUSLANET Bw 1A LI0AT0N of Legal Education (participant)
Reimbursement — N.C. Association of Defense Attorneys — June 17-20, 2010 — Hilton Head, SC — Annual CLE meeting — Meals, hotel, transportation
Spouse's income — 2010 — Piedmont Land Conservancy, salary
Part VII.

Line 77: The Winston-Salem Foundation Donor Advised Fund reflects money we donated irrevocably to, and is owned by, the Foundation, but I and my spouse

can direct donations from that Fund to charities of our choice. We can receive no income from its investment; rather, the Fund receives the income.

In 2010, I received a small distribution from M&I Instl. Trust Svcs., which managed my retirement account at my law firm before taking the bench. The account

was closed in 2008 upon taking the bench, but in 2010 M&I made a smal! distribution for what was reported as a calculation error. The small distribution was

distributed to the IRA at line 71 and used for the purchase noted on 08/18/10.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23329. Public record. Not legal advice.
