# Philip P. Simon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/30155 ## Record - **Judge:** Philip P. Simon - **Year:** 2019 - **Pages:** 10 ## Text SPDR Portfolio Small Cap — Int./Div. First Midwest Bank Accounts — Interest College Choice Advisors 529 Plan (H) College Choice Advisors Savings Portfolio — Interest — Sold Vanguard Prime Money Market — Interest — Buy (add'l) Vanguard Prime Money Market — Buy (add'l) Vanguard Prime Money Market — Buy (add'l) Vanguard International Growth Fund — Int./Div. Vanguard Total Stock Market Index Fund — Int./Div. — Sold (part) Vanguard Total Stock Market Index Fund — Sold (part) Vanguard European Stock Index Fund — Int./Div. HRC Hotels LLC — Dividend Ameritrade Spouse's Roth IRA (H) SPDR Portfolio Total Stock Market — Int./Div. SPDR Portfolio MidCap — Int./Div. SPDR Portfolio World Ex-US — Int./Div. SPDR Barclay 1-3 Month T-Bill — Interest SPDR Portfolio Emerging Markets — Int./Div. TD Ameritrade Money Market — Interest Nationwide 457(b) Plan (H) AmerCent Val Inv — Dividend AmFds Gr Fd Am A — Dividend Invsco Gr Inc A — Dividend NeuBer Genesis Tr — Dividend Opp Glbl A — Dividend Lord Abbott High Yield Bond — Interest NW HM Bond Inst Svc — Interest Transamerica Income Elite II -- "76" Annuity (H) Blackrock Global Real Estate Securities — Int./Div. Transamerica: JPM MidCap Value — Int./Div. Transamerica: PIMCO TOtal Return — Int./Div. Transamerica: U.S. Govt Secs — Interest Systematic Sm/midCap Value — Int./Div. — Sold JP Morgan Midcap Value — Int./Div. — Buy Aegon High Yield — Interest Barrow Hanley Dividend Focused — Dividend Blackrock Government Money market — Interest Transamerica Income Elite II -- "77" Annuity (H) Transamerica Sm/MidCap Value — Int./Div. TA Aegon High Yield Bond — Interest Barrow Hanley Dividend Focused — Dividend BlackRock Global Real Estate Securities — Int./Div. TA JP Morgan Midcap Value — Int./Div. TA PIMCO Total Value — Int./Div. TA Aegon US Govt Secs — Interest BlackRock Government Money Market — Interest Ameritrade Brokerage Account (H) Power shares DWA Momentum ETF — Int./Div. Power shares DWA Momentum ETF — Buy (add'l) Power shares DWA Momentum ETF — Sold (part) Swan Defined Risk I — Dividend — Sold INvesco S&P 500 Low Volatility — Int./Div. Pimco Enhanced Short term Maturity — Interest GaveKAl KL Allocation Instl — Int./Div. GaveKAl KL Allocation Instl — Sold (part) Pimco Income Inst — Interest Invesco S&P 500 Top 50 — Int./Div. — Buy Proshares Trust S&P 500 Aristocrats — Int./Div. — Buy Proshares Trust S&P 500 Aristocrats — Sold (part) Invesco S&P SmallCap Low Volatility — Int./Div. — Buy Invesco Intl Developed Low Volatility — Int./Div. — Buy Invesco Dow Jones Ind Ave. Dividend — Int./Div. — Buy Ameritrade Cash Fund — Interest Ameritrade IRA (H) PIMCO Income Inst'l — Interest Swan Defined Risk I — Int./Div. — Sold Invesco S&P 500 Low Volatility — Int./Div. — Buy Invesco DWA Momentum — Int./Div. — Buy Invesco DWA Momentum — Sold (part) JP Morgan Ultra Short Income — Interest — Sold Pimco Enhanced Short Maturity — Interest — Buy GaveKal KL Allocation Instl — Int./Div. TD Ameritrade Cash Fund — Interest Invesco S&P 500 top 50 — Int./Div. — Buy Pro Shares Trust S&P 500 Aristocrats — Int./Div. — Buy Invesco Dow Jones Indl Ave. dividend — Int./Div. — Buy Invesco S&P 500 Small Cap Low Volatility — Int./Div. — Buy Invesco S&P 500 Intl Developed Low Volatility — Int./Div. — Buy Vanguard Inherited IRA (H) Vanguard Federal Money Market Fund — Interest — Buy Rental Home in New Buffalo, Michigan — Rent Board Member, Valparaiso Community Schools Foundation Board Liability — Cenlar FSB — Mortgage on rental property in New Buffalo, Michigan Spouse's income — 2019 — City of Valparaiso Salary Spouse's income — 2019 — Valparaiso Festival and Events Salary and Commisions In Line 79 of this year's financial disclosure there is a new entry for the Vanguard Inherited IRA. My mother passed in August 2019, and that is the source of those funds and this new entry on my report. Philip Simon --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30155. Public record. Not legal advice.