# Howard Frederic Sachs > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32147 ## Record - **Judge:** Howard Frederic Sachs - **Year:** 2019 - **Pages:** 9 ## Text Causeway EM - TA — Dividend Commerce Bank — Interest UMB Bank — Interest Commerce IRA (Financial Square) — Dividend Commerce Bond Fund-IRA — Dividend — Sold Nuveen Mo Bonds — Interest Commerce Mo Bonds — Interest Manulife Common Stock - TA — Dividend Metlife Total Control Account — Interest Commerce Mo tax free bond fund - TB — Dividend — Sold iShares Russell Midcap Value Ind. Fund-TB — Dividend — Buy iShares Russell 1000 Growth Ind. Fund-TB — Dividend — Buy iShares Russell 1000 Value Ind. Fund-TB — Dividend — Buy TR Price New Horizons TB — Dividend Baird Aggregate Bond Fund Is -TA — Dividend Dodge & Cox Income Fund - TA — Dividend Clearbridge Small Cap - TA — Dividend MFS Research Intl Fund I - TA — Dividend Pimco Emerging Mkts Bond Fund Ins - TA — Dividend T Rowe Price Overseas Stock Fund I -TA — Dividend TIAA-CREF Large Cap Value Index Fund - TA — Dividend Vanguard Intermediate Term Investment Grade Fund Adm -IRA — Dividend iShares Russell Midcap Value ETF - TA — Dividend Artisan Mid Cap Fund-Ins - TA — Dividend Blackrock High Yield Bond Portfolio - TA — Dividend — Sold DFA US Targeted Value Portfolio - TA — Dividend DFA Intl Small Company - TA — Dividend Hartford Midcap Fund Y - TA — Dividend Lazard Emerging Mkts Equity Port - TA — Dividend Financial Square Treasury Govt Fund - TA — Dividend Financial Square Treasury Govt Fund - TB — Dividend Artisan Mid Cap Fund Ins. - TB — Dividend Hartford Mid Cap Fund Y - TB — Dividend Lazard Emerging Mkts Equity Port - TB — Dividend T Rowe Tax Free - TB — Dividend Vanguard Intermed, Term Corp. Fund #71 - TA — Dividend Cohen & Steers - TA — Dividend Hartford Floating Rate - TA — Dividend Gateway Fund - TB — Dividend Commerce Bond Fund -TA — Dividend Clearbridge Small Cap - TB — Dividend ishares Russell Mid Growth - TA — Dividend Laudus US L Cap Growth - TA — Dividend — Buy TRP New Horizon- TA — Dividend — Buy TIAA Growth - TA — Dividend — Buy TIAA Value - TA — Dividend — Buy Van High Yield - TA — Dividend — Buy Gateway Fund N -TA — Dividend — Buy Fidelity New Market - TA — Dividend ishares Russell Midcap Growth - TB — Dividend DFA US Targeted Value - TB — Dividend Vanguard FTSE Dev Market - TB — Dividend Causeway EM Market - TB — Dividend DFA Int. Small - TB — Dividend MFS Research Int F R6-TB — Dividend — Buy Vanguard High Yield Tx Ex - TB — Dividend Eagle Small Cap Growth Fund I - TA — Dividend — Sold Fidelity Advisor Emerging Markets Floating Rate - TA — Dividend — Sold Robeco Boston Partners Long/Short-TA — Dividend — Sold Vanguard Morgan Growth Fund Ad-TA — Dividend — Sold Robeco Boston Partners Long/Short Research Fund -TB — Dividend — Sold Commerce Bank - IRA — Distributed Co-Trustee, Irrevocable Trust B, Revocable Trust A, See Explanation Part I Death of wife on January 5, 2009, caused splitting of "jointly held" assets, termination of joint revocable trust, creation of irrevocable Trust B, with transfers in August 2009 to Commerce Bank as co-trustee with primary investment responsibilities. Bank became co-trustee of Trust A in 2016. Part VII Financial Square represents periodic deposits by co-trustee - similar to bank account for income from sales, interest and dividends. All sales and purchases were by co-trustee bank, without participation and apparently not designed for specific trusts. Currently available annual and monthly reports from the Bank for my late wife's trust (actively administered solely by the Bank) do not permit reconciling or tracing certain assets newly reported at the end of 2019 or the deletion of certain older assets. While the numbers of items is considerable, they generally range well below J valuation (up to $15,000). If and when further information becomes available an amended filing of the 2018 Report will be made. Note - Values and income of assets listed in the IRA on line 62 are listed separately. The annual distribution for Commerce Bank - IRA on line 62 is payment to me of the proceeds of the sale shown for the Commerce Bond Fund - IRA listed on line 4. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32147. Public record. Not legal advice.