# Thomas D. Schroeder

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29124

## Record

- **Judge:** Thomas D. Schroeder
- **Year:** 2019
- **Pages:** 10

## Text

Wells Fargo Accounts (Wachovia) — Interest
US Treasury Series EE Bonds — Interest — Matured (part)
US Treasury Series EE Bonds — Matured (part)
First Tennessee Accounts — Interest
Valic Income Fixed Plus Annuity — Dividend
Brokerage #1 (H)
Invesco FTSE RAFI US 1000 — Dividend
iShares Russell 1000 ETF — Dividend
iShares MSCI EAFE ETF — Dividend
Vanguard FTSE Developed Markets ETF — Dividend
Vanguard FTSE Emerging Markets ETF — Dividend
PIMCO All Asset All Authority Instl — Dividend
AQR Managed Futures Strategy Cl I — None
AQC Style Premia Alternative Cl I — None
PIMCO Dynamci Bond Fund Instl — Dividend
Vanguard Ltd-Term Tax Exempt Adm — Dividend
Vanguard Short-Term Bond ETF — Distribution
iShares Treasury Floating Rate Bond ETF — Dividend
Fidelity Government Cash Reserve "Cash Account" — Dividend
Brokerage #2 (H)
Invesco FTSE RAFI US 1000 — Dividend — Merged (with line 7)
iShares Russell 1000 ETF — Dividend — Merged (with line 8)
iShares MSCI EAFE ETF — Dividend — Merged (with line 9)
Vanguard FTSE Developed Markets ETF — Dividend — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Merged (with line 10)
Vanguard FTSE Emerging Markets ETF — Dividend — Merged (with line 11)
PIMCO All Asset All Authority Instl — Dividend — Merged (with line 12)
AQR Managed Futures Strategy Cl I — Dividend — Merged (with line 13)
AQR Style Premia Alternative Cl I — Dividend — Merged (with line 14)
PIMCO Dynamic Bond Fund Instl — Dividend — Merged (with line 15)
RiverNorth/DoubleLine Strategic Income I — Dividend — Sold
Vanguard Short-Term Bond ETF — Dividend — Merged (with line 17)
iShares Treasury Floating Rate Bond ETF — Dividend — Sold (part)
iShares Treasury Floating Rate Bond ETF — Merged (with line 18)
Fidelity Government Cash Reserve "Cash Account" — Dividend — Merged (with line 19)
Brokerage #3 (H)
AQR Managed Futures Strategy Cl I — Dividend
iShares Treasury Floating Rate Bond ETF — Dividend
Fidelity Government Cash Reserve "Cash Account" — Dividend
IRA #1 (H)
Invesco FTSE RAFI US 1000 — Dividend — Sold
iShares Russell 1000 ETF — Dividend — Sold
iShares MSCI EAFE ETF — Dividend — Sold
iShares MSCI Emerging Markets ETF — Dividend — Sold
PIMCO All Asset All Authority Instl — Dividend — Buy (add'l)
iShares Treasury Floating Rate Bond ETF — Dividend — Buy (add'l)
Fidelity Government Cash Reserve "Cash Account" — Dividend
IRA #2 (H)
PIMCO All Asset All Authority Instl — Dividend — Sold (part)
iShares Treasury Floating Rate Bond ETF — Dividend — Buy (add'l)
Fidelity Government Cash Reserve "Cash Account" — Dividend
IRA #3 (H)
Invesco FTSE RAFI US 1000 — Dividend — Sold (part)
iShares MSCI EAFE ETF — Dividend
iShares MSCI Emerging Markets EFT — Dividend — Sold (part)
PIMCO All Asset All Authority Instl — Dividend
AQR Managed Futures Strategy Cl I — Dividend — Buy (add'l)
AQR Style Premia Alternative Cl I — Dividend — Buy (add'l)
PPIMCO Dynamic Bond Fund Instl — Dividend
Eaton Vance Emerging Markets Local Income Cl I — Dividend
RiverNorth/DoubleLine Strategic Income I — Dividend — Buy (add'l)
PIMCO Low Duration Fund Instl — Dividend — Sold
Vanguard Short-Term Bond ETF — Dividend — Buy
iShares Treasury Floating Rate Bond ETF — Dividend
Fidelity Government Cash Reserve "Cash Account" — Dividend
Mass Mutual Whole Life Insurance — Dividend
Mass Mutual Whole Life Insurance — Dividend
Loyal American Insurance — Dividend
Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest — Sold
Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest — Sold
NC College Foundation 529 Dependable Income Fund — Interest — Sold
Duke Univ. Faculty Retirement Plan (H)
Vanguard Inst, Target Retirement 2025 Fund — Dividend
Board Member, Notre Dame Law Association
Board Member, Chief Justice Joseph Branch Inn of Court
Senior Lecturer, Duke University Law School
Agreement — 2019 — Duke University Law School, Senior Lecturer Spring Term 2019, $3,500 plus reasonable rreimbursement for related travel and meals
Reimbursement — Duke University School of Law — 1/2019 to 04/2019 — Durham, NC — Reimbursement for travel to campus and meals since class was scheduled in evenings — Meals, transportation mileage
Income — 2019 — Duke University School of Law, teaching — $3,500.00
Part VII Line 68: The Loyal American Life Insurance Company policy appears to be affiliated with and/or administered by The Great American Life Insurance
Company.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29124. Public record. Not legal advice.
