# Lonny R. Suko

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28899

## Record

- **Judge:** Lonny R. Suko
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

Chase Bank (Accounts) — Interest
Chase Strategic Allocation Portfolio (*see page 9) — Int/Div
US Bank (Account) — 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 Commuity Credit Union (Accounts) — Interest
Amenprise Financial (Accounts) — Int/Div
Management Acct. £1
ISHS 1-3 YR CRDT BD CSJ (*see page 9) — Int/Div — Sold
ALERIAN MLP ETF AMLP — None — Sold
ISHARES CORE S&P MIDCAP UH — Int/Div — Sold
ISHARES CORE S&P 500 ETF IVV ("see page 9) — Int/Div — Sold
ISHARES COREL S&P ETF UR — Int/Div — Sold
POWERSHARES SENIOR ETF BKLN (*see page 9) — Int/Div — Sold
SPDR BARCLAYS ETF SINK — None — Sold
ISHARES MBS ETF MBB — Int/Div — Sold
ISHRS 1-3YR TREAS BD ETF SHY — Int/Div — Sold
ISHS 3-7YR TREAS BD ETF IEI — Int/Div — Sold
SPDR BRCL INTL TRES ETF BWX — None — Sold
VANGUARD FTSE DEV ETF VEA — None — Sold
AMERICAN CENTURY REAL ESTATE CL A AREEX — Buy
AMERICAN CENTURY REAL ESTATE CL A AREEX — None — Sold
COLUMBIA CONTRARIAN CORE CL A LCCAX — None — Buy
FIRST EAGLE GLOBAL CL A SGENX — Buy
FIRST EAGLE GLOBAL CL A SGENX — Int/Div — Sold
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL A JIPAX — None — Buy
SHARES RUSSELL MID CAP ETF IWR — None — Buy
JPMORGAN VALUE ADVANTAGE CL A JVAAX — Buy
JPMORGAN VALUE ADVANTAGE CL A JVAAX — None — Sold (part)
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div — Buy
SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETFSLYV — None — Buy
ISHARES RUSSELL MID CAP VALUE ETF IWS — None — Buy
MFS GLOBAL EQUITY CL A MWEFX — Buy
MFS GLOBAL EQUITY CL A MWEFX — Buy
MFS GLOBAL EQUITY CL A MWEFX — None — Sold (part)
FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME CL A FZIAX — None — Buy
FIRST TRUST LARGE CAP GROWTH OPPORTUNITY ALPHADEX ETF FTC — None — Buy
OPPENHEIMER INTL SMALL COMPANY CL A OSMAX — Int/Div — Buy
ISHARES ETF PFF (*see puge 9) — Buy
ISHARES ETF PFF (*see puge 9) — Int/Div — Sold
IRA #4) — Int/Div
AMERICAN CENTURY REAL ESTATE CL A AREEX — Buy
AMERICAN CENTURY REAL ESTATE CL A AREEX — None — Sold
FIRST FAGLE GLOBAL CL A SGENX — Buy
FIRST FAGLE GLOBAL CL A SGENX — Int/Div — Sold
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL A JIPAX — None — Buy
JPMORGAN VALLE ADVANTAGE CL A JVAAX — Buy
JPMORGAN VALLE ADVANTAGE CL A JVAAX — None — Sold (part)
PARNASSUS MID CAP PARMX — None — Buy
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div — Buy
FIDELITY ADVISOR NEW INSIGHTS CL A FNIAX — None — Buy
FIRST TRUST SABRIENT BAKERS DZN 2015 MO FE RE 30285M534 — None — Buy
MFS GLOBAL EQUITY CL A MWEFX — Buy
MFS GLOBAL EQUITY CL A MWEFX — None — Sold (part)
FIRST TRUST LARGE CAP GROWTH OPPORTUNITY ALPHADEX ETF FTC — None — Buy
OPPENHEIMER INTL SMALL COMPANY CL A OSMAX — Int/Div — Buy
IRA #2 — Int/Div
AMERICAN CENTURY REAL ESTATE CL A AREEX — Buy
AMERICAN CENTURY REAL ESTATE CL A AREEX — None — Sold
FIRST EAGLE GLOBAL CL A SGENX — Buy
FIRST EAGLE GLOBAL CL A SGENX — Int/Div — Sold
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL A JIPAX — None — Buy
JPMORGAN VALUE ADVANTAGE CL A JVAAX — Buy
JPMORGAN VALUE ADVANTAGE CL A JVAAX — None — Sold (part)
PARNASSUS MID CAP PARMX — None — Buy
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Int/Div — Buy
FIDELITY ADVISOR NEW INSIGHTS CL A FNIAX — None — Buy
SMFS GLOBAL EQUITY CL A MWEFX — Buy
SMFS GLOBAL EQUITY CL A MWEFX — None — Sold (part)
FIRST TRUST LARGE CAP GROWTH OPPORTUNITY ALPHADEX ETF FTC — None — Buy
OPPENHEIMER INTL SMALL COMPANY CL A OSMAX — Int/Div — Buy
Page 4, line 2: | am only allowed to choose my asset allocation based on risk tolerance and time horizon. Investment in Conservative Allocation was moved to the

Moderate Tier 1 Allocation within the Chase Strategic Portfolio effective 5-8-15,

Page 4, line 10;

Listed as SOLD on 2014 report; should have been listed as SOLD (part).

Page 4. line 11:

Listed as SOLD on 2014 report; should have been listed as SOLD (part)

Page 4, line 14:

Listed as SOLD (part) on 2014 report; should have been listed as SOLD

Page 4, line 16:

Listed as SOLD (part) on 2014 report; should have been listed as SOLD.

Page 6, line 42:

Listed as SOLD on 2013 report; should have been listed as SOLD (part)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28899. Public record. Not legal advice.
