# Philip P. Simon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32746

## Record

- **Judge:** Philip P. Simon
- **Year:** 2020
- **Pages:** 10

## Text

First Midwest Bank Accounts — Interest
Vanguard Prime Money Market — Interest — Buy (add'l)
Vanguard International Growth Fund — Int./Div.
Vanguard Total Stock Market Index Fund — Int./Div.
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 Small Cap — Int./Div.
SPDR Portfolio MidCap — Int./Div.
SPDR Portfolio World Ex-US — Int./Div.
SPDR Barclay 1-3 Month T-Bill — Interest — Sold
SPDR Portfolio Emerging Markets — Int./Div.
SPDR Aggregate Bond ETF — Interest — Buy
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
JP Morgan Midcap Value — Int./Div.
Aegon High Yield — Interest
Barrow Hanley Dividend Focused — Dividend — Sold
Transamerica Aegon Sustainable Equity Income — Int./Div. — Buy
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 — Sold
Tranamerica Aegon Sustainable Equity Income — Int./Div. — Buy
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. — Sold
INvesco S&P 500 Low Volatility — Int./Div. — Sold
Pimco Enhanced Short term Maturity — Interest — Sold
GaveKAl KL Allocation Instl — Int./Div. — Sold
Pimco Income Inst — Interest — Sold
Invesco S&P 500 Top 50 — Int./Div. — Sold
Proshares Trust S&P 500 Aristocrats — Int./Div. — Sold
Invesco S&P SmallCap Low Volatility — Int./Div. — Sold
Invesco Intl Developed Low Volatility — Int./Div. — Sold
Invesco Dow Jones Ind Ave. Dividend — Int./Div. — Sold
Ameritrade Cash Fund — Interest — Sold
Ameritrade IRA (H)
PIMCO Income Inst'l — Interest — Sold
Invesco S&P 500 Low Volatility — Int./Div. — Sold (part)
Invesco DWA Momentum — Int./Div.
Pimco Enhanced Short Maturity — Interest — Sold
GaveKal KL Allocation Instl — Int./Div.
TD Ameritrade Cash Fund — Interest
Invesco S&P 500 top 50 — Int./Div. — Sold
Pro Shares Trust S&P 500 Aristocrats — Int./Div. — Sold
Invesco Dow Jones Indl Ave. dividend — Int./Div. — Sold
Invesco S&P 500 Small Cap Low Volatility — Int./Div. — Sold
Invesco S&P 500 Intl Developed Low Volatility — Int./Div. — Sold
Sprott Physical Silver and Gold — Int./Div. — Buy
iShares Edge MSCI EAFE — Int./Div. — Buy
ALPS Alerian MLP ETF — Int./Div. — Buy
Invesco S&P Intl Developed Quality — Int./Div. — Buy
SPDR Real Estate Select ETF — Int./Div. — Buy
Invesco S&P Pure Value — Int./Div. — Buy
iShares Natl Muni Bond — Interest — Buy
Goldman Sachs Invest Grade Credit — Interest — Buy
DoubleLine Total Return Bond Instl — Interest — Buy
Vanguard Inherited IRA (H)
Vanguard Federal Money Market Fund — Interest
Rental Home in New Buffalo, Michigan — Rent
Board Member, Valparaiso Community Schools Foundation Board
Liability — Union Mortgage — Mortgage on rental property in New Buffalo, Michigan
Spouse's income — 2020 — Valparaiso Festival and Events

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32746. Public record. Not legal advice.