# Lonny R. Suko > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29220 ## Record - **Judge:** Lonny R. Suko - **Year:** 2019 - **Pages:** 8 ## Text Chase Bank cash accounts — Interest Chase Strategic Allocation Portfolio (*see page 7) — Dividend US Bank cash accounts — Interest American Express Bond Fund — Interest Real property in Yakima, WA, held with others — Rent Northwestern Mutual Life Insurance Company Whole Life Insurance — Dividend Hapo Community Credit Union cash accounts — Interest Ameriprise Financial cash accounts — Dividend Capital One Bank (CD account) — Interest — Closed First Bank Southern Pines (CD account) — Interest — Closed Z B N A Instl. Bank (CD account) — Interest — Closed Management Account #1 (H) COLUMBIA CONTRARIAN CORE INSTL CL SMGIX — Dividend ISHARES RUSSELL MID CAP ETF IWR — Dividend JPMORGAN VALUE ADVANTAGE CL I JVASX — Dividend SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF SLYV — Dividend ISHARES RUSSELL MID CAP VALUE ETF IWS — Dividend OPPENHEIMER INTL SMALL-MID COMPANY CL Y OSMYX — Dividend COLUMBIA TAX EXEMPT CLZ CTEZX — Dividend FIDELITY ADVISOR HEALTH CARE CLI FHCIX — Dividend INVESCO LTD TERM MUN INCOME CL Y ATFYX — Dividend PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend MFS INTL DIVERSIFICATION CL I MDIJX — Dividend OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Dividend — Sold JPMORGAN CORE BOND CL I WOBDX — Dividend — Buy IRA #1 (H) JPMORGAN VALUE ADVANTAGE CL I JVASX — Dividend PARNASSUS MID CAP PARMX — Dividend SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend FIDELITY ADVISOR NEW INSIGHTS CL I FINSX — Dividend — Sold (part) OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Dividend PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend MFS INTL DIVERSIFICATION CL I MDIJX — Dividend OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Dividend — Sold JPMORGAN CORE BOND CL I WOBDX — Dividend — Buy IRA #2 (H) JPMORGAN VALUE ADVANTAGE CL I JVASX — Dividend PARNASSUS MID CAP PARMX — Dividend SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend FIDELITY ADVISOR NEW INSIGHTS CL I FINSX — Dividend — Sold (part) OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Dividend PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend MFS INTL DIVERSIFICATION CL I MDIJX — Dividend OPPENHEIMER SENIOR FLOATING RATE CL Y OOSYX — Dividend — Sold JPMORGAN CORE BOND CL I WOBDX — Dividend — Buy Page 4, line 2: Investment is in the Moderate Tier 1 Allocation within the Chase Strategic Portfolio. I am only allowed to choose my asset allocation based on a risk tolerance and time horizon. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29220. Public record. Not legal advice.