# Roberta A. Colton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32812

## Record

- **Judge:** Roberta A. Colton
- **Year:** 2020
- **Pages:** 11

## Text

Bank of America Accounts — Interest
Fifth Third - HSA — Interest
Vanguard Retirment Fund 2025 — Dividend — Buy (add'l)
Vanguard Prime Money Market Fund — Dividend
Vanguard Variable Annuity - Equity Index - Transamerica — Dividend
Vanguarg Variable Annuity - Balanced Fund - Transamerica — Dividend
Vanguard Variable Annuity -Growth Fund - Transamerica — Dividend
Vanguard Variable Annuity - Money Market - Transamerica — Dividend
Vanguard Variable Annuity -Equity Income Fund - Transamerica — Dividend
Vanguard Wellsley Fund - IRA — Dividend
Vanguard Wellsley Income Fund — Dividend — Buy (add'l)
Vanguard 500 Index - Adm. VFIAX — Dividend — Buy
Schwab Money Mkt. Account — Interest
Artisan International Value — Distribution
Artisan International Value — Dividend
Chiron Capital Allocation I — Dividend — Buy (add'l)
Oppenheimer Developing Markets Y - Invesco — Dividend
PIMCO All Asset Instl — Dividend — Buy (add'l)
Vanguard Total Bond Market Index Adm — Dividend — Sold (part)
Vanguard Total Bond Market Index Adm — Distribution — Buy (add'l)
Vanguard Total Bond Market Index Adm — Sold (part)
Vanguard Small Cap Index Admiral — Dividend
Vanguard Total Int Stock Index Admiral — Dividend — Sold (part)
Vanguard Total Stock Market Index Admiral — Dividend
Vanguard Total Stock Market Index Adm — Sold (part)
Loomis Sayles Strategic Income Y — Dividend — Buy (add'l)
Loomis Sayles Strategic Income Y — Distribution
Templeton Global Total Return Adv — Dividend — Buy (add'l)
Templeton Global Total Return Adv — Buy (add'l)
Templeton Global Total Return Adv — Buy (add'l)
Principal Diversified Real Asset Instl — Dividend — Buy (add'l)
Vanguard Short-Term Inv. Grade Adm — Dividend — Sold
Baird Ultra Short Bond Institutional — Dividend
Baird Short Term Bond Institutional — Distribution
IVA International I — Sold
IVA Worldwide FD CL I — Sold
Dodge & Cox Income — Dividend — Buy
Dodge & Cox Income — Distribution
First Eagle Global I — Dividend — Buy
First Eagle Global I — Distribution
Part VII.

Note 1 Holdings have been organized to separate assests currently mangaged by a financial advisor. Blank line 12 is the separation line. Those below line 12 are
managed by a financial advisor.
Note 2 Vanguard Annunity Funds were transferred to Transamerica Insurance Company for administration (Lines 5-9)
Note 3 Oppenheimer changed its name to Invesco (Line 18)

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32812. Public record. Not legal advice.