# Jeffrey ET Bohm > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29321 ## Record - **Judge:** Jeffrey ET Bohm - **Year:** 2019 - **Pages:** 15 ## Text University Federal Credit Union accounts — Interest Wells Fargo Bank, N.A. accounts — Interest Bank of America, N.A. account — Interest Duke Energy Corp. common (DRIP Shares) — Dividend Glaxosmithkline PLC com (DRIP Shares) — Dividend T Rowe Price Growth Stock Fund — None IRA # 1 (H) University Federal Credit Union - Cash Account — Interest IRA # 2 (H) University Federal Credit Union - Cash Account — Interest IRA # 3 (H) Fidelity Government Cash Reserves — Interest Templeton Global Bond Fund Advisor Class — Dividend American Funds: The Growth Fund of America Cl F3 — None Carillon Eagle Small Cap Growth Fd Cl I — None American Funds: American Europacific Growth Fd Class F3 — Dividend Gabelli Ent Mgr & Acq Fd Cl Y — None Invesco Intl Growth Fund Cl Y — None Fidelity Advisor New Insights Fd Cl Z — Dividend Gateway Fd Cl Y — Dividend MFS Mid Cap Value Fund Class I — None Delaware Diversified Incm Fd Cl I — Dividend Doubleline Total Return Bond Fd Cl I — Dividend First Eagle Overseas Class I — None Invesco Developing Markets Cl Y — None Invesco European Growth Fund Class Y — None JPMorgan High Yield Bond Fund Cl I (fka Select Cl) — Dividend Loomis Sayles Bond Instl — Dividend MFS Emerging Markets Debt Fund Cl I — Dividend MFS International New Discovery Cl I — None Nuveen Large-Cap Value Fund Class I — None SPDR S&P 500 ETF Trust (fka Unit Ser 1 S&P) — Dividend Franklin Templeton Gbl Currency Adv Cl — None Thornburg Intl Value Cl Instl — None Undiscovered Mgrs Behavior Value Cl L — None Van Eck Global Hard Assets Fund Y — None Voya Global Real Estate Class I — Dividend Voya Mid Cap Opportunities Cl I — None IRA #4 (H) Wells Fargo Bank NA Sioux Falls SD (Ameriprise Insured Money Mkt) — Interest iShares Transportation Average ETF — Dividend iShares U S Consumer Services ETF — Dividend iShares U S Healthcare ETF — Dividend iShares U S Pharmaceuticals ETF — Dividend iShares Select Dividend ETF — Dividend iShares Core Moderate Allocation ETF — Dividend SPDR Dow Jones Industrial Average ETF — Dividend 457 Deferred Compensation Plan at State of Texas — None 401K at State of Texas — Dividend RiverSource Variable Univ Life Insurance Policy (see part VIII) — None Northwestern Whole Life Insurance Policy — Dividend Whirlpool Corp. common — Dividend Pfizer Inc common — Dividend IRA # 8 (H) (see part VIII) Fidelity Advisor New Insights Fund Cl Z — Dividend Invesco Sm Cap Discovery Fd — None Doubleline Total Return Bd Fd Cl I — Dividend American Express National Bank (Bank Deposit Sweep Program) — Interest Meridian Growth Fund Investor — None Nuveen Large Cap Value Fd Cl I — None Alger Spectra Fund Cl Z — None Delaware Diversified Incm Fd Cl I — Dividend First Eagle Overseas Class I — None Franklin Templeton Gbl Currency Adv Cl — None Gabelli Enterprise Mergers & Acq Fd Cl Y — None Gateway Fund Class Y — Dividend iShares Russell 2000 Value ETF — Dividend JPMorgan High Yield Bond Fund Cl I — Dividend Loomis Sayles Bond Instl — Dividend MFS Mid Cap Value Fund Cl I — None Nuveen Symphony Flt Rate Income Cl I — Dividend Sector SPDR Tr Shs Ben Int Consumer Staples — Dividend SPDR S&P 500 ETF Trust (fka Unit Ser 1 S&P) — Dividend Vanguard Bd Index Fd Inc Total Bd Market ETF — Dividend VOYA Global Real Estate Class I — Dividend Invesco Developing Markets CL Y — None Invesco Intl Growth Fund Class Y — None T Rowe Price Intl Value Equity Cl I — None EPR Properties SBI (fka common) — Dividend InvenTrust Properties Corp — Dividend Powell Mineral Trust - (see part VIII) — None IRA #9 (H) Community Natl Bank account — Interest FS Energy & Power Fund — Dividend Trust Acct # 1 - Trustee (H) Trust #1 Brokerage Acct (H) Morgan Stanley Private Bank NA Bk Dep — Interest Trust Acct #2 - Trustee & Beneficiary (H) JPMorgan Chase Bank, N.A. Account — Interest Jackson Natl Life Ins Co Inc:Pers L - IRA Annuity — None Pacific Life IRA Annuity: Pacific Innov Sel - IRA Annty — None T Rowe Price Intl Value Equity — None Brokerage Account #1 (H) MFB Northern Funds US Gov't Money Mkt Fd — Dividend MFB Northern Fds Stk Index Fd — Dividend — Buy (add'l) MFB Northern Fds Stk Index Fd — Sold (part) MFB Northern Fds Stk Index Fd — Buy (add'l) MFB Northern Fds Small Cap Index Fd — None — Buy (add'l) MFB Northern Fds Small Cap Index Fd — Buy (add'l) MFB Northern Fds Small Cap Index Fd — Buy (add'l) MFB Northern Equity Index Fds Intl EQT Index — None — Buy (add'l) MFB Northern Equity Index Fds Intl EQT Index — Sold (part) MFB Northern Fds Emerging Mkts Equity Index Fd — None — Buy (add'l) MFB Northern Fds Emerging Mkts Equity Index Fd — Sold (part) MFB Northern Fds Emerging Mkts Equity Index Fd — Sold (part) MFB Northern Fds Global Real Estate Index Fd — Dividend — Buy (add'l) MFB Northern Fds Global Real Estate Index Fd — Sold (part) MFB Northern Equity Index Fds Mid Cap Index — None — Buy (add'l) MFB Northern Equity Index Fds Mid Cap Index — Sold (part) MFB Northern Equity Index Fds Mid Cap Index — Buy (add'l) MFC Flexshs Tr Morningstar Glbl Upstream Natl Res Indx Fd — Dividend — Buy (add'l) MFC Flexshs Tr Morningstar Glbl Upstream Natl Res Indx Fd — Buy (add'l) MFC Flexshares Tr Iboxx 3 Yr Target Duration Tips Indx Fd — Dividend — Sold (part) MFC Flexshares Tr Iboxx 3 Yr Target Duration Tips Indx Fd — Buy (add'l) MFC Flexshares Tr STOXX Global Broad Infrastructure Index Fd — Dividend — Sold (part) MFC Flexshares Tr STOXX Global Broad Infrastructure Index Fd — Buy (add'l) MFC Flexshares Tr STOXX Global Broad Infrastructure Index Fd — Buy (add'l) MFC iShares Trust Core US Aggregate BD ETF — None — Sold MFC iShares Iboxx $ High Yield Corporate Bond ETF — None — Sold — . MFB Northern Funds Bd Index Fd — Dividend — Buy MFB Northern Funds Bd Index Fd — Buy (add'l) MFB Northern Funds Bd Index Fd — Sold (part) MFB Northern High Yield Fixed Income Fd — Dividend — Buy MFB Northern High Yield Fixed Income Fd — Sold (part) MFB Northern High Yield Fixed Income Fd — Buy (add'l) MFO DFA Intl Small Co Portfolio Fd — Dividend — Buy MFO DFA Intl Small Co Portfolio Fd — Buy (add'l) Brokerage Account #2 (H) Morgan Stanley Private Bank NA Bk Deps. — None Harris Assoc Inv Tr: Oakmark Fund Advisor — None PGIM Jennison Growth Z — None — Sold (part) PGIM Jennison Growth Z — Sold (part) PGIM Jennison Growth Z — Sold (part) PGIM Jennison Growth Z — Sold (part) PGIM Jennison Growth Z — Sold (part) Blackrock Low Dur Bd Inst Inv — Dividend Blackrock Inflat Prot Bond I — Dividend Transamerica Life - B Shares Annuity — None Delaware SMID Cap Growth Inst — None First Eagle Overseas I — None Hartford Midcap I — None JP Morgan Mid Cap Value I — None Matthews Asian Japan Inv — None PIMCO Short Term I2 — Dividend Virtus Kar Sm-Cap Value I — None Wells Fargo Emerg Mrk Eq Inc I — Dividend Western Asset Core Plus Bd I — Dividend Brokerage Acct #3 (H) Wells Fargo Bank NA Sioux Falls SD (Ameriprise Insured Money Mkt) — Interest iShares U S Consumer Services ETF — Dividend iShares U S Medical Devices ETF — Dividend SPDR Dow Jones Industrial Average ETF — Dividend iShares Select Dividend ETF — Dividend iShares U S Aerospace & Defense ETF — Dividend iShares Core Moderate Allocation ETF — Dividend Xenia Hotels & Resorts Inc — Dividend Note Receivable - Kohavi — Interest First National Bank Scotia accts (see part VIII) — Interest IRA #10 (H) Wells Fargo Bank NA Sioux Falls SD (Ameriprise Insured Money Mkt) — Interest iShares US Aerospace & Defense ETF — Dividend iShares US Consumer Services ETF — Dividend SPDR Dow Jones Industrial Average ETF — Dividend Kinderhook Bank — Interest Westminster Austin (see part VIII) — None — Open Trustee, Trust Account #1 Trustee, Trust Account #2 Liability — Chase Southwest Airlines VISA — Credit Card Liability — Northwestern Whole Life Insurance Policy — Whole Life Insurance Policy Loan Spouse's income — 2019 — Employees Retirement System of Texas - Retirement (1) Part VII, page 6, line 50: The RiverSource Variable Universal Life Insurance Policy does not directly own any publicly-traded equity investments. The policy has investment units, not shares. According to the prospectus issued for the RiverSource Variable Universal Life Insurance Policy: "A fund underlying the policy in which a subaccount invests may have a name, portfolio manager, objectives, strategies and characteristics that are the same or substantially similar to those of a publicly-traded retail mutual fund. Despite these similarities, an underlying fund is not the same as any publicly traded retail mutual fund. Each underlying fund will have its own unique portfolio holdings, fees, operating expenses and operating results. The results of each underlying fund may differ significantly from any publicly-traded retail mutual fund." The investment units are not direct ownership in any actual publicly-traded retail mutual funds. Instead, the investment units are for purposes of participation in cloned mutual funds, set up and administered by the insurance company and its investment personnel, to mirror the performance of actual publicly-traded mutual funds. The cloned publicly-traded mutual funds that have been chosen for this policy are as follows: Am Century VP Value Cl1 - Value of J Columbia VP Dividend Opp Cl3 - Value of J Columbia VP Balance Fd Cl3 - Value of J Frankln Real Est VIP - Value of J MFS Utilities Series - Value of J Third Ave Value Port - Value of J Fid VIP Contrafd Cl2 - Value of J Invesco VI Comstck Ser II - Value of J Columbia VP Sl MCap Val Cl3 - Value of J (2) Part VII, page 7, line 54: IRA #8 follows IRA # 4 as IRAs #6 and #7 were closed in 2016 and IRA #5 was closed in 2018. (3) Part VII, page 8, line 81: beneficiary of the Powell Mineral Trust, a trust created by members of family to hold oil and gas mineral interests. The Trust still owns additional oil and gas and coal deposit mineral interests in Waynesburg, PA. The trust sold the majority of its oil and gas mineral rights in 2017. (4) Part VII, page 13, line 158: These accounts belong to my sibling. They are listed on this report only because I have signature authority on my sibling's accounts. (5) Part VII, page 13, line 165: This account is a deposit for a retirement center waiting list. The account does not earn interest. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29321. Public record. Not legal advice.