# Ronald Lee Gilman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32192 ## Record - **Judge:** Ronald Lee Gilman - **Year:** 2020 - **Pages:** 13 ## Text Gulf Housing Ltd. Partnership (5 apt. projects in Ala. and Miss.) — Interest FedTrust Federal Credit Union (cash- equivalent) — Interest Schwab Cash & Bank Sweep (cash- equivalent) — Interest Barclays Bank iPath Pure Beta — None — Buy (add'l) Barclays Bank iPath Pure Beta — Sold Blackrock Strategic Income Opportunities Portfolio — Dividend — Buy (add'l) Blackrock Strategic Income Opportunities Portfolio — Sold (part) Blackrock Strategic Income Opportunities Portfolio — Sold Charles Schwab U.S. REIT — None — Sold Charles Schwab U.S. Broad Market — Dividend — Buy Charles Schwab U.S. Broad Market — Buy (add'l) Charles Schwab U.S. Broad Market — Sold (part) DFA Emerging Markets Core Equity Portfolio — Dividend — Buy (add'l) DFA International Core Equity — Dividend — Buy (add'l) DFA International Core Equity — Buy (add'l) DFA International Core Equity — Sold (part) DFA International Small Co. Portfolio — None — Buy DFA International Small Co. Portfolio — Sold DFA U.S. Small Cap Value — Dividend — Buy (add'l) DFA U.S. Small Cap Value — Buy (add'l) DFA U.S. Small Cap Value — Buy (add'l) DFA U.S. Small Cap Value — Sold (part) DFA U.S. Small Cap Value — Sold (part) Doubleline Shiller Enhanced CAPE — Dividend — Sold Fidelity International Cap Appreciation Fund — None — Buy Fidelity International Cap Appreciation Fund — Sold Fidelity Money Market Premium Class — None — Sold Fidelity Select IT Services Portfolio — Dividend Fidelity Select Technology — Dividend — Buy Fidelity Select Technology — Buy (add'l) Goldman Sachs Growth Equity Linked Note due 7/9/20 — None — Sold Goldman Sachs GQG Partners International Opportunities — Dividend — Buy Invesco S&P 500 Quality — Dividend — Sold iShares MSCI World Index — None — Buy iShares MSCI World Index — Buy (add'l) iShares MSCI World Index — Sold iShares S&P Midcap 400 Value — Dividend — Buy (add'l) iShares S&P Midcap 400 Value — Buy (add'l) iShares S&P Midcap 400 Value — Sold (part) iShares Tr. Russell 3000 Index — Dividend — Sold (part) iShares Tr. Russell 3000 Index — Sold (part) John Hancock Multifactor Developed Int'l — Dividend — Buy JP Morgan Strategic Income Opportunity Port. — Dividend — Sold Matthews Asia Growth — None — Sold Morgan Stanley Note Zero CPN due 2/25/20 — None — Matured Pimco Enhanced Short Maturity Strategy — Dividend SPDR S&P 600 Small Cap Value — Dividend — Buy Stone Ridge Alt. Lending Risk Premium — Dividend — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) Stone Ridge Reinsurance Risk Premium Interval — Dividend — Sold (part) Stone Ridge Reinsurance Risk Premium Interval — Sold (part) Stone Ridge Reinsurance Risk Premium Interval — Sold (part) T Rowe Price Summit Int. Term Bond — Interest — Sold (part) T Rowe Price Summit Int. Term Bond — Buy (add'l) T Rowe Price Summit Int. Term Bond — Buy (add'l) T Rowe Price Summit Int. Term Bond — Buy (add'l) T Rowe Price Summit Int. Term Bond — Buy (add'l) Thornburg Ltd. Term Muni — Interest — Sold (part) Thornburg Ltd. Term Muni — Sold Tortoise MLP & Pipeline — None — Buy Tortoise MLP & Pipeline — Sold Tortoise North American Pipeline — Dividend — Sold Vanguard International Dividend — Dividend — Sold Vanguard Ltd. Term Tax Exempt (Admiral Share) — Dividend — Sold IRA #1 (H) Schwab Cash & Bank Sweep (cash- equivalent) — Interest Blackrock Strategic Income Opportunities Portfolio — Dividend — Sold Charles Schwab U.S. Broad Market — Dividend — Buy DFA Int'l Core Equity — Dividend — Sold (part) DFA Int'l Core Equity — Buy (add'l) DFA Int'l Core Equity — Sold (part) DFA Int'l Small Company Port. — None — Buy (add'l) DFA Int'l Small Company Port. — Sold DFA U.S. Small Cap Value — Dividend — Buy (add'l) Dodge & Cox Income Fund — Dividend — Buy Dodge & Cox Income Fund — Buy (add'l) Doubleline Shiller Enhanced CAPE — None — Buy Doubleline Shiller Enhanced CAPE — Sold Goldman Sachs GQG Partner International Opportunities — Dividend — Buy Goldman Sachs GQG Partner International Opportunities — Buy (add'l) iShares Edge MSCI International Quality — None — Buy iShares Edge MSCI International Quality — Sold JP Morgan Strategic Income Oppty. — Dividend — Sold JP Morgan Tax Aware Real Return — Dividend — Sold Stone Ridge Alt. Lending Risk Premium — Dividend — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) IRA #2 (H) Schwab Cash & Bank Sweep (cash- equivalent) — Interest DFA Emerging Markets Core Equity — Dividend — Buy DFA U.S. Small Cap Value — Dividend — Buy DFA U.S. Small Cap Value — Buy (add'l) DFA U.S. Small Cap Value — Buy (add'l) Dodge & Cox Income Fund — Dividend — Sold (part) Dodge & Cox Income Fund — Buy (add'l) Dodge & Cox Income Fund — Buy (add'l) Dodge & Cox Income Fund — Buy (add'l) Goldman Sachs Gr. Equity Linked Note due 7/9/20 — None — Sold iShares MSCI World Index — None — Buy iShares MSCI World Index — Sold JP Morgan Strategic Income Opportunity — Dividend — Sold Matthews Asia Growth — None — Sold Stone Ridge Alt. Lending Risk Premium — Dividend — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) Stone Ridge Alt. Lending Risk Premium — Sold (part) Stone Ridge Reinsurance Risk Premium Interval — Dividend — Sold (part) Stone Ridge Reinsurance Risk Premium Interval — Sold (part) Stone Ridge Reinsurance Risk Premium Interval — Sold (part) Vanguard REIT — Buy Vanguard REIT — Sold College Savings Plan (529 account) for Grandchild #1 (H) Fidelity/Delaware Money Market — None — Sold (part) Fidelity/Delaware Money Market — Sold (part) Fidelity/Delaware Money Market — Sold (part) College Savings Plan (529 account) for Grandchild #2 (H) Fidelity/Delaware Money Market — None College Savings Plan (529 account) for Grandchild #3 (H) Fidelity/Delaware Total Market Index Fund — None Fidelity/Delaware Money Market — None College Savings Plan (529 account) for Grandchild #4 (H) Fidelity/Delaware Total Market Index Fund — None Fidelity/Delaware Money Market — None Part VII, Lines 118-132. I have shown "None" for "Income during reporting period" for these college savings plans (Sec. 529 accounts) because that information is not generated by Fidelity Investments due to the tax free nature of the accounts. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32192. Public record. Not legal advice.