# Dale L. Somers

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28254

## Record

- **Judge:** Dale L. Somers
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

BID Somers Family LLC — Distribution — Note in Part VII
CM. Life Insurance Company — Interest
CM. Life Insurance Company — Interest
CM, Life Insurance Company — Interest
Fidelity Management Trust Company - IRA Account — Note in Part VII
Claymore Securities Defined Portfolios — Int/Div
Vanguard GNMA Fund — Int/Div — Sold
Fidelity Cash Reserves — Int/Div
Templeton Global Bond Fund — Int/Div — Sold (part)
Templeton Global Bond Fund — Sold (part)
Fidelity GNMA Bond — Int/Div — Sold
Harbor Bond Adm — Int/Div
Ishares S&P Midcap 400 Growth — Int/Div
TCW Core Fixed Income — Int/Div — Sold (part)
TCW Core Fixed Income — Sold
Doubleline Total Rt Bond Fd — Int/Div — Buy (add'l)
Doubleline Total Rt Bond Fd — Sold (part)
Doubleline Total Rt Bond Fd — Sold (part)
Metropolitan West Total Return — Int/Div
Fidelity High Income — Int/Div
Eaton Vance Floating Rate — Int/Div
Oakmark Intl Fund — Int/Div
American Century Value — Int/Div
Ishares Core S&P 500 ETF — Int/Div — Buy (add'l)
Ishares Core S&P 500 ETF — Sold (part)
Ishares Core S&P 500 ETF — Sold (part)
Ishares S&P S00 Growth ETF — Int/Div
Ishares S&P S00 Value ETF — Int/Div — Sold (part)
Ishares S&P S00 Value ETF — Sold (part)
Ishares Trust Core MSC EAFE ETF — Int/Div — Sold (part)
Oakmark Fund — Int/Div — Sold
Wells Fargo Advig Special Mid Cap Adm — Int/Div — Sold (part)
Wells Fargo Advig Special Mid Cap Adm — Sold (part)
Baird Aggregate Bond Fund Investor Cl — Int/Div — Buy
Ishares Core S&P Small - Cap Etf — Int/Div — Buy
Ishares Core US. Aggregate Bond Etf — Int/Div — Buy
Fidelity Management Trust Company - IRA Account — Note m Part VII
Fidelity Cash Reserves — Int/Div
Harbor Bond — Int/Div
Metropolitan West Total Return — Int/Div — Sold
Templeton Global Bond — Int/Div
Ishares S&P S00 Growth ETF — Int/Div — Sold (part)
Ishares S&P S00 Growth ETF — Sold (part)
Baird Aggregate Bond Fund Investor Cl — Int/Div — Buy
Fidelity Management Trust Company - Non IRA Acct — Note m Part VII
Johnson County Kansas Un Sch Dist No 2334.00: 9/1/16 — Interest — Redeemed
Overland Park KS Go Intl Impt Bd 9/1/20 4% — Interest
Fidelity Government Cash Reserves — Int/Div
Templeton Global Bond — Int/Div
Eaton Vance Floating Rate — Int/Div — Sold
American Century Value — Int/Div
shares Russell 1000 Value — Int/Div
Ishares Trust Core MSC EAFE ETF — Int/Div
Ishares Core S&P S00 Value ETF — Int/Div
Ishares Core S&P S00 Growth ETF — Int/Div — Sold (part)
Oakmark International C1 — Int/Div — Buy
Doubleline Total Return Bond Fund (X) — Int/Div
Ishares S&P Midcap 400 Growth (X) — Int/Div
Fidelity GNMA Fund — Int/Div — Buy
Fidelity GNMA Fund — Sold
Harding Loevner Emerg Mrkts Port Ady — Int/Div — Buy
Harding Loevner Emerg Mrkts Port Ady — Sold (part)
TCW Core Fixed Income Class N — Int/Div — Buy
Ishares Core U.S. Aggregate Bond — Int/Div — Buy
A. Item #1 BJD Somers Family LLC - | am a member. | am not an officer or board member and 1 have no managerial responsibilities.

B. Items listed in #6 through #36 are all assets of Fidelity Management Trust Company IRA account identified in #5 above,

C. Items listed in #38 through #44 arc all assets of Fidelity Management Trust Company IRA account identified in #37 above.

D. Items listed in #46 through #64 are all assets of Fidelity Management Trust Company non-IRA account identified in #45 above.

FE. Trem #48 Fidelity Government Cash Reserves wis corrected from the name Fidelity Municipal Money Market

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28254. Public record. Not legal advice.