# James R. Ahler > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29660 ## Record - **Judge:** James R. Ahler - **Year:** 2018 - **Pages:** 18 ## Text 529 Account #1 (H) my529 (X) — Dividend Fifth Third Bank (cash) — Interest Chase Bank (cash) — Interest Trust Account #1 (H) DFA Tax Mgd Mktwide Val Port (DTMMX) — Dividend SSGA FDS S&P 500 Index (SVSPX) — Dividend — Sold Trust Account #2 (H) DFA Tax Managed US Equity Port (DTMEX) — Dividend DFA Tax Mgd US Sm Cap Fund (DFTSX) — Dividend SSGA FDS S&P 500 Index (SVSPX) — Dividend — Sold IRA #1 (H) DFA Emerging Markets Small Cap PTF (DEMSX) — Dividend DFA Intl Sm Cap Val Port (DISVX) — Dividend DFA Emerging Mkts PTF (DFEMX) — Dividend IRA #2 (H) DFA US Micro Cap FD (DFSCX) — Dividend DFA US Sm Cap Val Port (DFSVX) — Dividend DFA Five-Year Global Fixed PTF (DFGBX) — Dividend IRA #3 (H) DFA Emerging Mkts Value PTF (DFEVX) — Dividend DFA Intl SML PTFL (DFISX) — Dividend IRA #4 (H) DFA Short Term Govt PTF (DFFGX) — Dividend DFA One-Year Fixed Income PTF (DFIHX) — Dividend DFA Intl Sml PTFL (DFISX) — Dividend DFA Two-Year Global Fixed PTF (DFGFX) — Dividend DFA US Small Cap Value Port (DFSVX) — Dividend DFA Global Real Estate SEC PTF (DFGEX) — Dividend DFA International Value (DFIVX) — Dividend Indiana Public Employees Deferred Comp Plan (H) Fidelity Diversified International Core Equity Fund (FDIVX) — None — Sold Fidelity Diversified IntI K6 (FKIDX) — Dividend — Buy Ironbridge Frontegra SMID Fund (IBSMX) — None — Sold Vanguard Capital Opportunity Fund (mid cap growth) (VHCOX) — Dividend MFS Mid Cap Value R6 (MVCKX) — Dividend Vanguard Extended Mkt Idx I (VEXMX) — Dividend — Buy EB Dynamic Value Equity Fund Cl II — None Pimco Total Return Instl (PTTNX) — Dividend IRA #5 (H) PNC Bank Deposit Sweep Account (Cash) — Interest — Closed ADVISORS EDGEWOOD GROWTH FD INSTL CL (EGFIX) (X) — None — Buy ADVISORS EDGEWOOD GROWTH FD INSTL CL (EGFIX) (X) — Sold BLACKROCK FDS ISHARES MSCI DEVELOPED WORLD INDX (BWIKX) (X) — Dividend — Buy BLACKROCK FDS ISHARES MSCI DEVELOPED WORLD INDX (BWIKX) (X) — Sold (part) BLACKROCK FDS ISHARES MSCI DEVELOPED WORLD INDX (BWIKX) (X) — Sold BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) (X) — Dividend — Buy BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) (X) — Sold (part) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) (X) — Buy (add'l) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) (X) — Sold CAUSEWAY CAP MGMT TR INTL VALUE FD INSTL (CIVIX) (X) — Dividend — Buy CLEARBRIDGE APPRECIATION FUND CLASS IS (LMESX) (X) — None — Buy CLEARBRIDGE APPRECIATION FUND CLASS IS (LMESX) (X) — Sold DIAMOND HILL FDS LARGE CAP FD CL I (DHLRX) (X) — None — Buy DIAMOND HILL FDS LARGE CAP FD CL I (DHLRX) (X) — Sold (part) DIAMOND HILL FDS LARGE CAP FD CL I (DHLRX) (X) — Sold FIDELITY SALEM STR 500 IDX FD INST PREM (FXAIX) (X) — Dividend — Buy FIDELITY SALEM STR 500 IDX FD INST PREM (FXAIX) (X) — Buy (add'l) FIDELITY SALEM STR TR INTL IDX FD (FSPSX) — Dividend — Buy HARRIS ASSOC INVT TR OAKMARK INTL FD (OANIX) (X) — Dividend — Buy INVESTMENT MANAGERS SER TR WCM FOCUSED INTL GROWTH (WCMIX) (X) — Dividend — Buy ISHARES INC ISHARES MSCI JAPAN ETF (EWJ) (X) — Dividend ISHARES MSCI CANADA ETF (EWC) (X) — Dividend VANGUARD INDEX TR VANG 500 IDX ADM (VFIAX) (X) — Dividend — Buy VANGUARD INDEX TR VANG 500 IDX ADM (VFIAX) (X) — Buy (add'l) VANGUARD INDEX TR VANG 500 IDX ADM (VFIAX) (X) — Buy (add'l) DODGE & COX INCOME FUND (DODIX) (X) (Y) PGIM TOTAL RETURN BOND (PTRQX) — Dividend — Buy VANGUARD FIXED INC SECS INTER TERM INVT ADM (VFIDX) — Dividend — Buy VANGUARD SHORT TERM BOND ETF (BSV) — Dividend — Buy VANGUARD TOTAL INTL BD ETF (BNDX) — Dividend — Buy WELLS FARGO FDS TR BD FD R6 (WTRIX) — Dividend — Buy IRA #6 (H) JPMorgan IRA Deposit Sweep Mgd (cash equiv) — Interest — Open ADVISORS EDGEWOOD GROWTH FD INSTL CL DIV & CAP GAIN (EGFIX) — None — Buy ADVISORS EDGEWOOD GROWTH FD INSTL CL DIV & CAP GAIN (EGFIX) — Sold (part) ADVISORS EDGEWOOD GROWTH FD INSTL CL DIV & CAP GAIN (EGFIX) — Sold BLACKROCK FDS ISHARES MSCI DEVELOPED WORLD INDX (BWIKX) — Dividend — Buy BLACKROCK FDS ISHARES MSCI DEVELOPED WORLD INDX (BWIKX) — Sold (part) BLACKROCK FDS ISHARES MSCI DEVELOPED WORLD INDX (BWIKX) — Sold BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Dividend — Buy BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Sold (part) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Sold (part) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Sold (part) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Sold (part) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Buy (add'l) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Sold (part) BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Sold BROWN ADVISORY FDS JPAN ALPHA OPPTY FUND INVT (BAFJX) — None — Buy BROWN ADVISORY FDS JPAN ALPHA OPPTY FUND INVT (BAFJX) — Sold CAUSEWAY CAP MGMT TR INTL VALUE FD INSTL (CIVIX) — Dividend — Buy CAUSEWAY CAP MGMT TR INTL VALUE FD INSTL (CIVIX) — Buy (add'l) CLEARBRIDGE APPREC FD IS (LMESX) (FORMERLY I (SAPYX)) — None — Buy CLEARBRIDGE APPREC FD IS (LMESX) (FORMERLY I (SAPYX)) — Sold (part) CLEARBRIDGE APPREC FD IS (LMESX) (FORMERLY I (SAPYX)) — Sold DIAMOND HILL FDS LARGE CAP FD CL I SHS (DHLRX) — Dividend — Buy DIAMOND HILL FDS LARGE CAP FD CL I SHS (DHLRX) — Sold (part) DIAMOND HILL FDS LARGE CAP FD CL I SHS (DHLRX) — Sold (part) DIAMOND HILL FDS LARGE CAP FD CL I SHS (DHLRX) — Sold FID SALEM STR TR FID 500 INDX FD (FXAIX) — Dividend — Buy FID SALEM STR TR FID 500 INDX FD (FXAIX) — Sold (part) FID SALEM STR TR FID 500 INDX FD (FXAIX) — Buy (add'l) FID SALEM STR TR INTL INDX FD (FSPSX) — Dividend — Buy HARRIS ASSOC INVT TR OAKMARK INTL FD INSTL CL (OANIX) — Dividend — Buy HARRIS ASSOC INVT TR OAKMARK INTL FD INSTL CL (OANIX) — Sold (part) HARRIS ASSOC INVT TR OAKMARK INTL FD INSTL CL (OANIX) — Buy (add'l) INVESTMENT MANAGERS SER TR WCM FOCUSED INTL GROWTH (WCMIX) — Dividend — Buy INVESTMENT MANAGERS SER TR WCM FOCUSED INTL GROWTH (WCMIX) — Sold (part) ISHARES INC ISHARES MSCI JAPAN ETF (EWJ) — Dividend — Buy ISHARES INC ISHARES MSCI JAPAN ETF (EWJ) — Buy (add'l) ISHARES INC ISHARES MSCI JAPAN ETF (EWJ) — Sold (part) ISHARES INC ISHARES MSCI JAPAN ETF (EWJ) — Sold (part) ISHARES MSCI CANADA ETF (EWC) — Dividend — Buy ISHARES MSCI CANADA ETF (EWC) — Buy (add'l) ISHARES MSCI PACIFIC EX JAPAN (EPP) — Dividend — Buy VANGUARD INDEX TR VANGUARD 500 INDEX FD ADM (VFIAX) — Dividend — Buy VANGUARD INDEX TR VANGUARD 500 INDEX FD ADM (VFIAX) — Buy (add'l) VANGUARD INDEX TR VANGUARD 500 INDEX FD ADM (VFIAX) — Buy (add'l) VANGUARD INDEX TR VANGUARD 500 INDEX FD ADM (VFIAX) — Buy (add'l) VANGUARD INDEX TR VANGUARD 500 INDEX FD ADM (VFIAX) — Sold (part) VANGUARD INTL EQUITY INDX FD (VGK) — Dividend — Buy DODGE & COX INCOME FUND (DODIX) — Dividend — Buy DODGE & COX INCOME FUND (DODIX) — Sold LORD ABBETT INVT TR SHT DUR INC (LOLDX) — Dividend — Buy LORD ABBETT INVT TR SHT DUR INC (LOLDX) — Sold (part) PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD FD (PTRQX) — Dividend — Buy PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD FD (PTRQX) — Sold VANGUARD BOND INDEX FD TOT BD MKT (VBTLX) — Dividend — Buy VANGUARD BOND INDEX FD TOT BD MKT (VBTLX) — Buy (add'l) VANGUARD BOND INDEX FD TOT BD MKT (VBTLX) — Sold (part) VANGUARD BOND INDEX FD TOT BD MKT (VBTLX) — Buy (add'l) VANGUARD FIXED INCOME SECS INTER TERM INVT GRADE (VFIDX) — Dividend — Buy VANGUARD FIXED INCOME SECS INTER TERM INVT GRADE (VFIDX) — Buy (add'l) VANGUARD SHORT TERM BD ETF (BSV) — Dividend — Buy VANGUARD SHORT TERM BD ETF (BSV) — Sold (part) VANGUARD SHORT TERM BD ETF (BSV) — Buy (add'l) VANGUARD TOTAL INTL BD ETF (BNDX) — Dividend — Buy VANGUARD TOTAL INTL BD ETF (BNDX) — Buy (add'l) VANGUARD TOTAL INTL BD ETF (BNDX) — Sold (part) WELLS FARGO CORE BD FD R6 (WTRIX) (FORMERLY INST (MBFIX)) — Dividend — Buy ADVISORS INNER CIRCLE FD III CHILTON STRTGC ERPN (CHEUX) — Dividend — Buy ADVISORS INNER CIRCLE FD III CHILTON STRTGC ERPN (CHEUX) — Sold (part) ADVISORS INNER CIRCLE FD III CHILTON STRTGC ERPN (CHEUX) — Sold (part) ADVISORS INNER CIRCLE FD III CHILTON STRTGC ERPN (CHEUX) — Sold AMERICAN BEACON FDS GLG TOTAL RETURN FD ULTRA (GLGUX) — Dividend — Buy AMERICAN BEACON FDS GLG TOTAL RETURN FD ULTRA (GLGUX) — Sold AMERICAN BEACON FDS NUMERIC INTGRTD ALPHA FD (NIAUX) — None — Buy AMERICAN BEACON FDS NUMERIC INTGRTD ALPHA FD (NIAUX) — Sold AQR FDS MANAGED FUTURES STRATEGY FD (AQMRX) — None — Buy AQR FDS MANAGED FUTURES STRATEGY FD (AQMRX) — Sold BLACKSTONE ALTRNTV INVT FDS ALT MULT STRAT (BXMYX) — Dividend — Buy BLACKSTONE ALTRNTV INVT FDS ALT MULT STRAT (BXMYX) — Buy (add'l) CRM MUT FD TR LNG SHT OPPORTUNITIES FD (CRIHX) — Dividend — Buy DIAMOND HILL LONG-SHORT FD I (DHLSX) — Dividend — Buy EQUINOX FDS TR IPM SYSTEMATIC MACRO FD CL (EQIPX) — Dividend — Buy GMO TR SGM MAJOR MKTS FD CL VI DIV (GSMHX) — None — Buy GMO TR SGM MAJOR MKTS FD CL VI DIV (GSMHX) — Sold GOLDMAN SACHS STRATEGIC INCOME FUND INSTL CL (GSZIX) — Dividend — Buy GOLDMAN SACHS STRATEGIC INCOME FUND INSTL CL (GSZIX) — Sold NEUBERGER BERMAN ALTERNATIVE FDS LONG SHORT (NLSIX) — None — Buy NEUBERGER BERMAN ALTERNATIVE FDS LONG SHORT (NLSIX) — Sold (part) NEUBERGER BERMAN ALTERNATIVE FDS LONG SHORT (NLSIX) — Sold Brokerage Account #1 (H) ADVISORS EDGEWOOD GROWTH FD INSTL CL DIV & CAP GAIN (EGFIX) — Dividend — Buy BLACKROCK INDEX FDS INC ISHARES MSCI EAFE INTL IDX (BTMKX) — Dividend — Buy CAUSEWAY CAP MGMT TR INTL VALUE FD INSTL CL (CIVIX) — Dividend — Buy CLEARBRIDGE APPRECIATION FUND CLASS IS (LMESX) — Dividend — Buy DIAMOND HILL FDS LARGE CAP FD CL I SHS (DHLRX) — Dividend — Buy DODGE & COX INCOME FUND (DODIX) — None — Buy DODGE & COX INCOME FUND (DODIX) — Sold FIDELITY SALEM STR TR FIDELITY 500 INDEX FUND (FXAIX) — Dividend — Buy HARRIS ASSOC INVT TR OAKMARK INTL FD INSTL CL (OANIX) — Dividend — Buy INVESTMENT MANAGERS SER TR WCM FOCUSED INTL GROWTH (WCMIX) — Dividend — Buy ISHARES INC ISHARES MSCI JAPAN ETF (EWJ) — Dividend — Buy ISHARES MSCI CANADA ETF (EWC) — Dividend — Buy ISHARES MSCI PACIFIC EX JAPAN ETF (EPP) — Dividend — Buy VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF (VGK) — Dividend — Buy LORD ABBETT INVT TR SHORT DURATION INCOME FD CL (LOLDX) — None — Buy PGIM TOTAL RETURN BOND FD INC CL R6 (PTRQX) — Dividend — Buy VANGUARD BOND INDEX FD INC TOTAL BD MARKET IDX (VBTLX) — None — Buy VANGUARD FIXED INCOME SECS INTER TERM INVT (VFIDX) — None — Buy VANGUARD SHORT TERM BOND ETF (BSV) — Dividend — Buy VANGUARD SHORT TERM BOND ETF (BSV) — Buy (add'l) VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) — Dividend — Buy BLACKSTONE ALTRNTV INVT FDS ALTRNTV MULTI STRTGY FD (BXMYX) — Dividend — Buy CRM MUT FD TR LNG SHT OPPORTUNITIES FD(CRIHX) — Dividend — Buy DIAMOND HILL LONG-SHORT FUND CLASS I (DHLSX) — Dividend — Buy EQUINOX FDS TR IPM SYSTEMATIC MACRO FD CL (EQIPX) — Dividend — Buy Brokerage Account #2 (H) JPMorgan US Govt Money Mkt Fd Inst (IJGXX) (cash equiv) — Dividend — Open Brokerage Account #3 (H) JPMorgan US Govt Money Mkt Fd Inst (IJGXX) (cash equiv) — None — Open UESP Vanguard Total Stock Mkt Indx (VITPX) (Y) UESP Vanguard Total Bond Mkt Indx (VBMPX) (Y) UESP Vanguard Total Intl Stock Indx (VTPSX) (Y) 529 Account#2 (H) my529 (X) — Dividend UESP Vanguard Total Stock Mkt Indx (VITPX) (Y) UESP Vanguard Total Intl Stock Indx (VTPSX) (Y) UESP Vanguard Total Bond Mkt Indx (VBMPX) (Y) 529 Account #3 (H) College Choice US Equity Index Portfolio — None — Sold College Choice International Portfolio — None — Sold College Choice Bond Index Portfolio — None — Sold 529 Account #4 (H) College Choice US Equity Index Portfolio — None — Sold College Choice International Portfolio — None — Sold College Choice Bond Index Portfolio — None — Sold 529 Account #5 (H) Brightstart Aggressive Age Based 13-14 — None — Buy 529 Account #6 (H) Brightstart Aggressive Age Based 9-10 — None — Buy Trustee, Trust #1 Trustee, Trust #2 Agreement — 2015 — Indiana Public Retirement System --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29660. Public record. Not legal advice.