# Mark A. Roberts > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33776 ## Record - **Judge:** Mark A. Roberts - **Year:** 2020 - **Pages:** 11 ## Text Simmons Perrine Moyer Bergman PLC Partnership (Y) MR Investment Account (H) DFA GLBL REAL ESTATE — Dividend — Buy DFA INVESTMENT GRADE — Dividend — Buy DFA INVESTMENT GRADE — Sold (part) DFA INVESTMENT GRADE — Buy DFA INVESTMENT GRADE — Buy DFA INVESTMENT GRADE — Buy DFA US CORE EQTY 2 — Dividend — Buy DFA US CORE EQTY 2 — Buy DFA US CORE EQTY 2 — Buy DFA US CORE EQTY 2 — Buy DFA US CORE EQTY 2 — Sold (part) DFA INTL CORE EQTY — Dividend — Buy DFA INTL CORE EQTY — Buy DFA INTL CORE EQTY — Buy DFA INTL CORE EQTY — Buy DFA INTL CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Dividend — Buy DFA EMERGING MKTS CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Sold (part) DFA EMERGING MKTS CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Buy DR Investment Account (H) SPDR S&P 600 SMALL CAP VALUE — Dividend — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SCHWAB US AGGREGATE BOND — Dividend — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US LARGE CAP — Dividend — Buy SCHWAB US LARGE CAP — Sold (part) SCHWAB US LARGE CAP — Buy SCHWAB US LARGE CAP — Buy SCHWAB US LARGE CAP — Buy SCHWAB US LARGE CAP — Sold (part) SCHWAB SHORT TERM US TREASURY — Dividend — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB EMERGING MARKETS EQUITY — Dividend — Buy SCHWAB EMERGING MARKETS EQUITY — Buy SCHWAB US LARGE CAP VALUE — Dividend — Buy SCHWAB US LARGE CAP VALUE — Buy SCHWAB US LARGE CAP VALUE — Buy SCHWAB US LARGE CAP VALUE — Buy SCHWAB INTERNATIONAL EQUITY — Dividend — Buy SCHWAB INTERNATIONAL EQUITY — Buy SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Buy SCHWAB US SMALL CAP — Dividend — Buy SCHWAB US SMALL CAP — Buy SCHWAB US SMALL CAP — Buy SCHWAB US SMALL CAP — Buy Iowa Public Employees' Retirement System Fund — Interest U.S. Bank Cash Accounts — Interest Wells Fargo Cash Account — Interest Coverdell 529 Plan - Aggressive Growth Portfolio (H) Vanguard Institutional Total Stock Market Index Fund 60% — Dividend Vanguard Total International Stock Index Fund 40% — Dividend Country Financial Whole Life 1 — Dividend Country Financial Whole Life 2 — Dividend Country Life Whole Life 3 — Dividend Northwestern Mutual Whole Life 1 — Dividend Northwestern Mutual Whole Life 2 — Dividend Northwestern Mutual Whole Life 3 — Dividend Northwestern Mutual Whole Life 4 — Dividend Voya Whole Life 1 — Dividend Voya Whole Life 2 — Dividend Simmons Perrine Moyer Bergman PLC Partnership (Y) MR Investment Account (H) DFA GLBL REAL ESTATE — Dividend — Buy DFA INVESTMENT GRADE — Dividend — Buy DFA INVESTMENT GRADE — Sold (part) DFA INVESTMENT GRADE — Buy DFA INVESTMENT GRADE — Buy DFA INVESTMENT GRADE — Buy DFA US CORE EQTY 2 — Dividend — Buy DFA US CORE EQTY 2 — Buy DFA US CORE EQTY 2 — Buy DFA US CORE EQTY 2 — Buy DFA US CORE EQTY 2 — Sold (part) DFA INTL CORE EQTY — Dividend — Buy DFA INTL CORE EQTY — Buy DFA INTL CORE EQTY — Buy DFA INTL CORE EQTY — Buy DFA INTL CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Dividend — Buy DFA EMERGING MKTS CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Sold (part) DFA EMERGING MKTS CORE EQTY — Buy DFA EMERGING MKTS CORE EQTY — Buy DR Investment Account (H) SPDR S&P 600 SMALL CAP VALUE — Dividend — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SPDR S&P 600 SMALL CAP VALUE — Buy SCHWAB US AGGREGATE BOND — Dividend — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US AGGREGATE BOND — Buy SCHWAB US LARGE CAP — Dividend — Buy SCHWAB US LARGE CAP — Sold (part) SCHWAB US LARGE CAP — Buy SCHWAB US LARGE CAP — Buy SCHWAB US LARGE CAP — Buy SCHWAB US LARGE CAP — Sold (part) SCHWAB SHORT TERM US TREASURY — Dividend — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB SHORT TERM US TREASURY — Buy SCHWAB EMERGING MARKETS EQUITY — Dividend — Buy SCHWAB EMERGING MARKETS EQUITY — Buy SCHWAB US LARGE CAP VALUE — Dividend — Buy SCHWAB US LARGE CAP VALUE — Buy SCHWAB US LARGE CAP VALUE — Buy SCHWAB US LARGE CAP VALUE — Buy SCHWAB INTERNATIONAL EQUITY — Dividend — Buy SCHWAB INTERNATIONAL EQUITY — Buy SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Buy SCHWAB US SMALL CAP — Dividend — Buy SCHWAB US SMALL CAP — Buy SCHWAB US SMALL CAP — Buy SCHWAB US SMALL CAP — Buy Iowa Public Employees' Retirement System Fund — Interest U.S. Bank Cash Accounts — Interest Wells Fargo Cash Account — Interest Coverdell 529 Plan - Aggressive Growth Portfolio (H) Vanguard Institutional Total Stock Market Index Fund 60% — Dividend Vanguard Total International Stock Index Fund 40% — Dividend Country Financial Whole Life 1 — Dividend Country Financial Whole Life 2 — Dividend Country Life Whole Life 3 — Dividend Northwestern Mutual Whole Life 1 — Dividend Northwestern Mutual Whole Life 2 — Dividend Northwestern Mutual Whole Life 3 — Dividend Northwestern Mutual Whole Life 4 — Dividend Voya Whole Life 1 — Dividend Voya Whole Life 2 — Dividend Part VII -- Row 1. Simmons Perrine Moyer Bergman PLC Partnership has no activity for 2020. The final distribution was received in 2019. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33776. Public record. Not legal advice.