# A. Kathleen Tomlinson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33897 ## Record - **Judge:** A. Kathleen Tomlinson - **Year:** 2020 - **Pages:** 8 ## Text Citibank Accounts (cash equivalent) — Interest IBM Stock — Dividend Talcott Resolution Select Dimen Var Ann. (formerly Hartford) (H) Invesco V.I. Govt MM Fd — None Invesco V.I. GrowthandInc Fd — None Prudential Financial (common stock) — Dividend Allianz Vision New York Qualified IRA (H) AZL MVP Growth Index Strategy - RMD — Dividend — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) Rental Prop: The Villages, FL (7/08 $290,000) — Rent Avantax Acct #1 (formerly 1st Global Acct #1) (ECX) (H) American Amcap Fund Class F2 (AMCFX) (formerly AMPFX) — Dividend T Rowe Price Equity Income — Dividend T Rowe Price NY Tax Free Bond — Interest ishares Tr Devppty ETF — Dividend DFA Commod Strategy Port Instl — Dividend DFA Emerging Mks Core Eq — Dividend DFA US Large Cap Value — Dividend ECX Cash Balance — Int./Div. Avantax Acct #2 (formerly 1st Global IRA Acct #2) (EZY) (H): DFA Commod Strategy Port Instl — Sold DFA Emerging Mrkts Core Eq — None — Sold (part) DFA US Large Cap Value — Sold DFA US Large Cap Value — None — Buy DFA Int'l Small Cap Value — Sold DFA Investment Grade Portfolio Instl — Sold (part) DFA Investment Grade Portfolio Instl — Sold DFA International Core Equity — Sold DFA Real Estate Sec Prtf Instl — None — Buy (add'l) DFA US Large Company Portfolio — Sold DFA US Small Cap Portfolio Instl CL — Sold DFA US Targeted Value Prtf Instl — Sold DFA US Targeted Value Prtf Instl — None — Buy DFA Int'l LR Cap GR Port Instil — Buy DFA US Small Cap Growth — Buy DFA U.S. Large Cap Growth — Buy DFA Interm Extended Qual Port Instl — None — Buy DFA Intl Small Company Port — None — Buy DFA Intl Value Prtf Instl — None — Buy DFA Intl Value Prtf Instl — Buy (add'l) Avantax Acct #3 (formerly 1st Global Account # 3) (EBU) (H) Inpoint Commercial REIT — Int./Div. United States Treas. zero coupon — Int./Div. — Buy United States Treas. zero coupon — Matured Citibank Accounts (cash equivalent) — Interest IBM Stock — Dividend Talcott Resolution Select Dimen Var Ann. (formerly Hartford) (H) Invesco V.I. Govt MM Fd — None Invesco V.I. GrowthandInc Fd — None Prudential Financial (common stock) — Dividend Allianz Vision New York Qualified IRA (H) AZL MVP Growth Index Strategy - RMD — Dividend — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) Rental Prop: The Villages, FL (7/08 $290,000) — Rent Avantax Acct #1 (formerly 1st Global Acct #1) (ECX) (H) American Amcap Fund Class F2 (AMCFX) (formerly AMPFX) — Dividend T Rowe Price Equity Income — Dividend T Rowe Price NY Tax Free Bond — Interest ishares Tr Devppty ETF — Dividend DFA Commod Strategy Port Instl — Dividend DFA Emerging Mks Core Eq — Dividend DFA US Large Cap Value — Dividend ECX Cash Balance — Int./Div. Avantax Acct #2 (formerly 1st Global IRA Acct #2) (EZY) (H): DFA Commod Strategy Port Instl — Sold DFA Emerging Mrkts Core Eq — None — Sold (part) DFA US Large Cap Value — Sold DFA US Large Cap Value — None — Buy DFA Int'l Small Cap Value — Sold DFA Investment Grade Portfolio Instl — Sold (part) DFA Investment Grade Portfolio Instl — Sold DFA International Core Equity — Sold DFA Real Estate Sec Prtf Instl — None — Buy (add'l) DFA US Large Company Portfolio — Sold DFA US Small Cap Portfolio Instl CL — Sold DFA US Targeted Value Prtf Instl — Sold DFA US Targeted Value Prtf Instl — None — Buy DFA Int'l LR Cap GR Port Instil — Buy DFA US Small Cap Growth — Buy DFA U.S. Large Cap Growth — Buy DFA Interm Extended Qual Port Instl — None — Buy DFA Intl Small Company Port — None — Buy DFA Intl Value Prtf Instl — None — Buy DFA Intl Value Prtf Instl — Buy (add'l) Avantax Acct #3 (formerly 1st Global Account # 3) (EBU) (H) Inpoint Commercial REIT — Int./Div. United States Treas. zero coupon — Int./Div. — Buy United States Treas. zero coupon — Matured Citibank Accounts (cash equivalent) — Interest IBM Stock — Dividend Talcott Resolution Select Dimen Var Ann. (formerly Hartford) (H) Invesco V.I. Govt MM Fd — None Invesco V.I. GrowthandInc Fd — None Prudential Financial (common stock) — Dividend Allianz Vision New York Qualified IRA (H) AZL MVP Growth Index Strategy - RMD — Dividend — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) AZL MVP Growth Index Strategy - RMD — Sold (part) Rental Prop: The Villages, FL (7/08 $290,000) — Rent Avantax Acct #1 (formerly 1st Global Acct #1) (ECX) (H) American Amcap Fund Class F2 (AMCFX) (formerly AMPFX) — Dividend T Rowe Price Equity Income — Dividend T Rowe Price NY Tax Free Bond — Interest ishares Tr Devppty ETF — Dividend DFA Commod Strategy Port Instl — Dividend DFA Emerging Mks Core Eq — Dividend DFA US Large Cap Value — Dividend ECX Cash Balance — Int./Div. Avantax Acct #2 (formerly 1st Global IRA Acct #2) (EZY) (H): DFA Commod Strategy Port Instl — Sold DFA Emerging Mrkts Core Eq — None — Sold (part) DFA US Large Cap Value — Sold DFA US Large Cap Value — None — Buy DFA Int'l Small Cap Value — Sold DFA Investment Grade Portfolio Instl — Sold (part) DFA Investment Grade Portfolio Instl — Sold DFA International Core Equity — Sold DFA Real Estate Sec Prtf Instl — None — Buy (add'l) DFA US Large Company Portfolio — Sold DFA US Small Cap Portfolio Instl CL — Sold DFA US Targeted Value Prtf Instl — Sold DFA US Targeted Value Prtf Instl — None — Buy DFA Int'l LR Cap GR Port Instil — Buy DFA US Small Cap Growth — Buy DFA U.S. Large Cap Growth — Buy DFA Interm Extended Qual Port Instl — None — Buy DFA Intl Small Company Port — None — Buy DFA Intl Value Prtf Instl — None — Buy DFA Intl Value Prtf Instl — Buy (add'l) Avantax Acct #3 (formerly 1st Global Account # 3) (EBU) (H) Inpoint Commercial REIT — Int./Div. United States Treas. zero coupon — Int./Div. — Buy United States Treas. zero coupon — Matured Liability — American Express FSB Mortgage — Shared mortgage on Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Florida (Pt. VII, line 10) Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Florida (Pt. VII, line 10) Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Florida (Pt. VII, line 10) Liability — American Express FSB Mortgage — Shared mortgage on Liability — American Express FSB Mortgage — Shared mortgage on 1. Lines 13, 22 and 43 reflect the change in name of the accounts based on First Gloal having been taken over by Avantax Investment Services. 2 Lines 8 - 11 reflect the Required Minimum Distribution made from the Allianz Vision Account. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33897. Public record. Not legal advice.