# Bridget Shelton Bade > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28451 ## Record - **Judge:** Bridget Shelton Bade - **Year:** 2018 - **Report type:** Annual - **Pages:** 14 ## Text H) ACCOUNTS Arizona Central Credit Union — Interest H)BSB ROTH IRA - BAIRD ACSYX - Invesco Coemstock Fund — Int/Div 5, — Distribution MOQLFX - MFS Limited Maturity Fund — Int/Div H)TWB ROTH IRA - BAIRD NYVCX - Davis NY Venture Fund — Int/Div 9 — Distribution MQLFX - MFS Limited Maturity Fund — Int/Div H)MNB COVERDELL ESA - BAIRD NYVCX - Davis NY Venture Fund — Int/Div 13 — Distribution H)BSB ROLLOVER IRA - BAIRD Baird Money Market Account — Interest CC common stock — Int/Div ESRX common stock — None — with line 18) Cl common stock (ESRX merged with C1 on 12/24/18 — None GE common stock — Int/Div HD common stock — Int/Div MRK common stock — Int/Div MSFI common stock — Int/Div PG common stock — Int/Div XCEL common stock — Int/Div HW) TWB ROLLOVER IRA - BAIRD Baird Money Market Account — Interest MO common stock — Int/Div BAC common stock — Int/Div CC common stock — Int/Div CSCO common stock — Int/Div COP common stock — Int/Div GE common stock — Int/Div INTC common stock — Int/Div IPM common stock — Int/Div INJ common stock — Int/Div KHC common stock — Int/Div MRK common stock — Int/Div MSFT common stock — Int/Div MDLZ common stock — Int/Div PM common stock — Int/Div PFE common stock — Int/Div PSX common stock — Int/Div DBO - Powershares DB Multi Sector Commodity Trust Oil Fund — Distribution XCEL common stock — Int/Div BSPAX - iShares S&P S00 Index Fund — Int/Div 46 — Distribution H) BSB ROLLOVER IRA - BEACON POINTE FDIC Insured Deposit Account - Cash — Interest IWB - iShares Russell 1000 Index Fund — Int/Div CHDVX - Cullen Value High Dividend Equity Fund — Int/Div — Buy (add'l) 51 — Distribution SGX - First Eagle Global Fund — Int/Div 53 — Distribution SDRIX - Swan Defined Risk Fund — Int/Div GE common stock — Int/Div GS common stock — Int/Div BSHX - BlackRock Strategic Income Opps Inst! Fund — Int/Div DHSCX « Diamond Hill Small Cap Fund — None — Sold BPRIX - BP L/S Research Inst] Fund — None — Sold HAVLX - Harbor Large Cap Value Fund — Int/Div — Buy 61 — Distribution H) TRUST #1 - BEACON POINTE (formerly int tenant account) FDIC Insured Deposit Account - Cash — Interest SGIX - First Eagle Global Fund — Int/Div 6s — Distribution SDRIX - Swan Defined Risk Fund — Int/Div — Buy (add'l) SDRIX - Swan Defined Risk Fund — Buy (add'l) DHSCX - Diamond Hill Small Cap Fund — Int/Div “av — Distribution BAC common stock — Int/Div AEPFX - American Funds Europacific Growth Fund — Int/Div — Buy (add'l) AEPFX - American Funds Europacific Growth Fund — Sold HILVX - Harbor Large Cap Value Fund — Int/Div — Buy 74. — Distribution 1EFA «iShares Core MSC1 EAFE ETF — None — Buy H) TWB ROLLOVER IRA - BEACON POINTE FDIC Insured Deposit Account - Cash — Interest GS common stock — Int/Div DHSIX - Diamond Hill Small Cap Fund — Int/Div R00 — istnbution BSIHX - BlackRock Strategic Income Opps Inst] Fund — Int/Div — Buy (add'l) MWTRX - Metropolitan West Total Return Bond Fund — Int/Div — Sold FPACX - FPA Crescent Fund — Int/Div 5S — Distribution SDRIX - Swan Defined Risk Fund — Int/Div BPRIX - BP L/S Research Inst] Fundy — None — Sold ODVYX - Oppenheimer Developing Markets Fund — Int/Div CHDEX - Cullen High Dividend Equity Retail Fund — None — Sold CHDVX - Cullen High Dividend Equity Inst! Fund — Int/Div — Buy EY) — istmbution SGENX - First Eagle Global Fund — Int/Div 92 — istnbution H) TWB ROLLOVER IRA - BEACON POINTE - SARATOGA VALUE FDIC Insured Deposit Account - Cash — Interest TISXX - Federated US Treasury Cash Reserves Fund — Interest MMM common stock — None — Sold AAPL common stock — Int/Div AON common stock — Int/Div BDX common stock — Int/Div BRK B common stock — Int/Div BHB common stock — None CHRW common stock — Int/Div CTSH common stock — Int/Div CSCO common stock — Int/Div — Sold (part) TPR common stock — None — Sold KO common stock — Int/Div IBM common stock — Int/Div — Buy (add'l) INJ common stock — Int/Div MDT common stock — Int/Div MSFT common stock — Int/Div NKE common stock — Int/Div NVO common stock — Int/Div OMC common stock — Int/Div ORCL common stock — Int/Div PEP common stock — Int/Div PH common stock — Int/Div PG common stock — Int/Div RBGLY common stock — Int/Div — Buy SBUX common stock — Int/Div — Buy TSS common stock — None — Sold UTX common stock — Int/Div — Buy (add'l) VAR common stock — Int/Div — Sold (part) WMT common stock — Int/Div — Sold (part) DIS common stock — Int/Div H) LIFE INSURANCE POLICIES Northwestern Mutual Whole Life — Int/Div Northwestern Mutual Adjustable CompLife — Int/Div Northwestern Muutal Adjustable CompLife — Int/Div Northwestern Mutual Whole Life — Int/Div Northwestern Mutual 65 Life — Int/Div H) OFFICE CONDO TBM2 Investments LLC - office condo in Tempe, AZ — Rent H) TBM2 PROMISSORY NOTE Promissory Note from TBM2 Investments LLC — Interest Co-Trustee, Trust #1 (revocable trust) Spouse's income — 2018 — Self-Employed Attomey Part I. Positions, The judge is the co-trustee of Trust #1, which is a revocable trust. The assets held in the name of Trust #1 include a brokerage account reported in Part VII, lines 62-75, the judge's personal residence, and the membership interests in TBM2 Investments LLC. The residence does not have to be reported in Part VII, and the assets of TBM2 Investments LLC are reported in Part VII, lines 135-36, Part VIL. The TDAM Municpal Portfolio and the TDAM Government Portfolio listed on lines 50. 64, 75 and 91 of the judge's 2017 Annual Report were replaced the FDIC Insured Deposit Accounts listed on lines 48, 63, 77 and 94 of this Aunual Report. Beacon Pointe changed the manner in which they manage cash in investment accounts, Previously, they used money market funds managed by TD Ameritrade, which inlcuded the TDAM Municipal Portfolio and the TDAM Government Portfolio. Now, they use FDIC insured accounts. In additon, 4 signfiicant portion of the TDAM Municipal Portfolio on line 91 of the judge's 2017 Annual Report is now held in TISXX - Federated US Treasury Cash Reserves on line 95 of this Annsul Report, which is a different money market account. All of these accounts/money market funds simply represent different ways to hold and manage cash that has not been deployed for long-term mvestment. Part VII. Office condo. The membership interests in TBM2 Investments LLC are owned equally by the judge and her spouse through Trust #1. The judge's spouse is the manager of the LLC. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28451. Public record. Not legal advice.