# Jonathan D. Gerber

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30767

## Record

- **Judge:** Jonathan D. Gerber
- **Year:** 2019
- **Pages:** 9

## Text

Gold Coins
Venerable (formerly Ing)Variable Annuity Lifestyle Moderate Portfolio — Distribution
Citibank Checking — Interest
Citibank Money Market Checking — Interest
T.D. Amertrade Money Mkt — Interest
Cali Statewide Cmntys Dev Auth Rev nds Callable 5% 04/01/2042 — Interest — Buy
California State GO Bonds Callable 09/01/2036 5% — Interest
Advisors Inner Circle II — Dividend
AQR Managed Futures Strategy Fund CL I — Dividend — Sold (part)
Artisan Fds Inc Mid Cap Value Fund — Dividend — Sold (part)
Baird Short-Term Bond — Dividend
Blackrock Total Return — Dividend
Bridgeway Fund, Inc. Blue Chip 35 Index Fund — Dividend — Sold (part)
Dodge & Cox Fds International Stock Func — Dividend — Buy (add'l)
Dodge & Cox Funds Stock Fund — Dividend — Buy (add'l)
Dodge & Cox Funds Stock Fund — Buy (add'l)
Lazard Emerging Mkt Fund Instl — Dividend
MGD Portfolio Series Tortoise MLP & Pipeline I — Dividend
Metropolitan West Total Return Bond Fund — Dividend — Sold (part)
Metropolitan West Total Return Bond Fund — Sold (part)
Northern Funds Small Cap Fund — Dividend — Buy (add'l)
Oppenheimer Intl Growth — Dividend
Pimco Real Return Fund — Dividend
Primecap Odyssey Stock Fund — Dividend
T Rowe Price Equity Income Fund Sh Ben Int — Dividend
T Rowe Price Blue Chip — Dividend
T Rowe Price Intl Emerg Mkts Stk — Dividend
T. Rowe Price Instl Floating Rate — None — Sold
TWC Funds Emerging Mkt Stk — Dividend
Templeton Income Tr Global Bond Advisor — Dividend — Sold (part)
Templeton Income Tr Global Bond Advisor — Sold (part)
Western Asset Core Bpmd — Interest
Advisors Inner Circle II — Dividend
AQR Managed Futures Strategy Fund CL I — Dividend — Sold (part)
Artisan Funds Inc Mid Cap Value Fund — Dividend
Baird Short-Term Bond — Interest — Sold (part)
Blackrock Total Return — Dividend — Sold (part)
Blackrock Total Return — Sold (part)
Bridgeway Blue Chip — Dividend — Sold (part)
Bridgeway Blue Chip — Sold (part)
Dodge & Cox Funds International Stock Fund — Dividend — Buy (add'l)
Dodge & Cox Funds Stock Fund — Dividend — Sold (part)
Lazard Emerging Mkt Fund Instl — Dividend — Sold (part)
MGD Portfolio Series Tortoise MLP & Pipeline I — Dividend — Buy (add'l)
Metropolitan West Total Return — Dividend — Sold (part)
NorthernFDS Small Cap Fund — Dividend — Buy (add'l)
Oppenheimer Intl Growth — Dividend — Buy (add'l)
Pimco Real Return Fd Cl D — Dividend
Primecap Odyssey Stock Fund — Dividend
T Rowe Price Instl Floating Rate A Div — None — Sold
T Rowe Price Equity Income F Share Ben — Dividend
T Rowe Price Emmerging Market Shares — Dividend
T Rowe Price Blue Chip Growth — Dividend
Templeton Income Tr Global Bond — Dividend — Sold (part)
TCW Fund Emerg Mkt Inc FD CL 1 — Dividend — Sold (part)
Western Asset Core Bond — Interest

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30767. Public record. Not legal advice.