# Pat E Morgenstern-Clarren > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/2862 ## Record - **Judge:** Pat E Morgenstern-Clarren - **Year:** 2017 - **Report type:** Final - **Pages:** 11 ## Text Memill Lynch (IRA): Putnam Premier Tr — Int/Div Entergy Corp Common Stock — Int/Div Bank of America. NA — Interest Hewlett Packard Enterprise Co — Int/Div Texas Instruments, Inc. Common Stock — Int/Div Apple Computer Inc. Common Stock — Int/Div KLA Tencor Corp. PV — Int/Div Colgate Palmolive Stock — Int/Div Agilent Technologies Inc — Int/Div Intl Paper Co. — Int/Div Maxim Integrated Prods — Int/Div Stratasys Ltd. — None Keysight Technologies Inc — None HP Inc — Int/Div CD Wells Fargo Bank NA — Interest CD Comenity Bank — Interest Proshares S&P S00 — Int/Div — Buy (add'l) DXC Technology Co — None — Buy Memill Lynch Brokerage Account (H): ML Bank Deposit Program — None Entergy Corp. Common Stock — Int/Div University Suburban Real Estate - Note Receivable — Interest Huntington National Bank - Various Accounts — Interest Huntington National Bank Money Market Account — Interest Vanguard (IRA) (H) Vanguard Balanced Index Fund Adm — Int/Div Vanguard High Dividend Yd Idx Inv — Int/Div Fidelity (401K NH): Vanguard Target Ret 2015 — None Lincoln National: Universal Life (no control) — Interest Charles Schwab Institutional (IRAN H ): Schwab Ady Cash Reserve — Interest Avenue Credit Strategies Inst — Int/Div Avenue Credit Strategies Inv — Int/Div Cohen & Steers Preferred SEC and INCM A — Int/Div T Rowe Price Inst Floating Rate FD — Int/Div Templeton Global Bond Fund Adv CL — Int/Div Templeton Global Bond Fund CL A — Int/Div Absolute Credit Oppty FD — None AMG Managers Lake Partners Lasso Alt N — None AMG Managers Luke Partners Lasso Alt — None Center Coast MLP Focus FD A — Int/Div Mainstay Cushing MLP Premier FD CL A — Int/Div — Buy (add'l) DFA Emerging Mkts Core Eqty Port Inst] — Int/Div DFA Intl Core Eqty Port Inst] — Int/Div Salient EM Infrastructure Inst! — Int/Div FPA Crescent Fund Inst CL Shares — None Hatteras Alpha Hedged Strategies A — None IVA Worldwide FDCL A — None IVA Worldwide FDCL — None Oppenheimer Steelpath MLP Alpha Y — Int/Div PIMCO All Asset All Authority CL D — Int/Div PIMCO All Asset All Authority CL Inst — Int/Div Victory Global Natural Resources FD Y — None Schwab Fundamental Emer Mkt Large Co Index — None Schwab Fundamental Intl Large Co Index — None Wells Fargo Absolute Return Admin — None — Sold (part) IShares Gold ETF — None IShares Silver Trust ETF — None Weverhaeuser Co REIT — Int/Div Powershares Water Rese Portfolio ETF — None Wisdomtree Emerging Markets ETF — None Cohen & Steers Preferred SEC and INCM — Int/Div Loomis Savles Core Plus Bond Fund CL A — Int/Div Osterweis Strategic Income Fund — Int/Div Alps Red Rocks Listed Private Eqty FD CL A — None PIMCO mem CLD — Int/Div PIMCO lnem INST CL — Int/Div Wisdomtree US QLT DIV GRW ETF IV — Int/Div AQR Style Premia Alt FDCL — None Loomis Savles Core Plus Bond Fund C1 Y — Int/Div Schwab Intl Index Fund — None AQR Style Premia At FDCL N — None DFA Intl Real Estate Securities Port Inst! — None Vanguard Glbal Ex US Real Estate ETF IV — None Salient EM Infrastructure A — Int/Div DFA World Core Eqty Inst — Int/Div Schwab Total Stock Mkt Index — None Schwab US Broad Market ETF — Int/Div Vanguard (H): Vanguard Balanced Index Fund Adm — Int/Div Vanguard High Dividend Yid Idx Inv — Int/Div Connexus Credit Union — Interest Banco Popular NA — Interest Silvergate Bank — Interest Spouse's income — 2017 — University Hospitals Health Agent for University Primary Care Practice Note 1: As of May 1, 2017, Pat E. Morgenstern-Clarren 1s retired. This report is final. Note 2: To Part VII, #18, the asset listed here as "Proshares S&P 500" had a forward 2:1 split on January 12, 2017. Note 3: To Part VII, #19, the asset listed here as "DXC Technology Co" was paid for by Hewlett Packard on April 6, 2017. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2862. Public record. Not legal advice.