# Thomas D. Schroeder > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3697 ## Record - **Judge:** Thomas D. Schroeder - **Year:** 2012 - **Report type:** Annual - **Pages:** 12 ## Text Wells Fargo Accounts (f/k/a Wachovia) — Interest BB&T Account — Interest US Treasury Series EE Bonds — None First Tennessee Accounts — Interest Valic Annuity (X) — Distribution Brokerage #1 (H) iShares Russell 1000 Index — Int/Div — Sold (part) PowerShares FTSE RAFI US 1000 — Int/Div — Buy (add'l) iShares MSCI EAFE Index — Int/Div — Sold (part) iShares MSCI EAFE Index — Buy (add'l) Vanguard MSCI EAFE ETF — Int/Div — Buy iShares MSCI Emerging Markets Index — Int/Div — Sold (part) iShares MSCI Emerging Markets Index — Buy (add'l) Vanguard FTSE Emerging Markets ETF — Int/Div — Buy PIMCO 1-5 Year US TIPS Index ETF — Int/Div — Buy PIMCO Low Duration Fund Inst — Int/Div — Sold (part) Vanguard Ltd-Term Tax Exempt Adm — Int/Div — Sold (part) Vanguard Short-Term Investment-Grade Adm — Int/Div — Sold (part) Fidelity Cash — Int/Div Fidelity Inst): Tax Exempt Portfolio C11 {Y) — Int/Div Brokerage #2 (H) iShares Russell 1000 Index — Int/Div — Sold (part) PowerShares FTSE RAFI US 1000 — Int/Div iShares MSCI EAFE Index — Int/Div — Sold (part) iShares MSCI EAFE Index — Sold (part) Vanguard MSCI EAFE Er — Int/Div — Buy iShares MSC Emerging Markets Index — Int/Div — Sold (part) iShares MSC Emerging Markets Index — Sold (part) Vanguard FTSE Emergmg Markets ETF — Int/Div — Buy PIMCO All Asset All Authority Instl — Int/Div — Buy PIMCO All Asset Fund Inst] — Int/Div — Sold AQR Managed Futures Strategy C1 — Int/Div — Buy Eaton Vance Glbl Macro Absolute Ret Advig — Int/Div — Buy PIMCO Unconstrained Bond Inst] — Int/Div — Buy PIMCO 1-5 Year US. TIPS Bond Index — Int/Div — Sold (part) PIMCO Global Advantage Strategy Bond Inst! — Int/Div — Sold (part) Vanguard Short-Term Investment-Grade — Int/Div — Sold (part) Vanguard Short-Term Investment-Grade — Sold Vanguard Short-Term Investment-Grade Adm — Int/Div — Buy Eaton Vance Floating Rate Ady — Int/Div — Sold (part) Fidelity Cash — Int/Div Brokerage #3 (H)X) AQR Managed Futures Strategy C1 — Int/Div — Buy American Funds Income Fund of America CIA XD) — None — Sold American Funds Washington Mutual C1 A 1X) — None — Sold BlackRock Equity Dividend Inv (X) — None — Sold BlackRock Global Allocation C1 C (X) — None — Sold Eaton Vance Glbl Macro Absolute Return ll — Int/Div — Buy Eaton Vance Glbl Macro Absolute Return ll — Sold MumYield Insured Fund Inc. (X) — Distribution — Sold Oppenheimer Main St. Growth & Income 1X) — None — Sold Wells Fargo & Co. (X) — None — Sold PIMCO 1-5 Year US TIPS Index ETF — Int/Div — Buy PIMCO All Asset Fund Inst! — Int/Div — Buy PIMCO All Asset Fund Inst! — Sold PIMCO Global Advige Strategy Bond Inst] — Int/Div — Buy Vanguard Short-Term Investment-Grade Adm — Int/Div — Buy Eaton Vance Floating Rate Ady — Int/Div — Buy Fidelity Cash Money Market Account (X) — Int/Div IRA £1 (H) iShares Russell 1000 Index — Int/Div — Sold (part) PowerShares FTSE RAFI US 1000 — Int/Div iShares MSCI EAFE Index — Int/Div iShares MSC Emerging Markets Index — Int/Div PIMCO All Asset All Authority Inst — Int/Div — Buy PIMCO All Asset Fund Inst] — Int/Div — Sold Eaton Vance Floating Rate Adv — Int/Div Fidelity Treasury Daily Money Market (X) Yr — Int/Div IRA #2 (H) PIMCO All Asset All Authority Inst] — Int/Div — Buy PIMCO All Asset Fund Inst! — Int/Div — Buy PIMCO All Asset Fund Inst! — Sold Eaton Vance Floating Rate Adv — Int/Div — Buy AlhanceBern Global Thematic Gr A — None — Sold BlackRock Global Allocation C1 C (X) — None — Sold MFS Emerging Growth Fund (X) — None — Sold Oppenheimer Main St. Growth & Income xX) — None — Sold Fudehity Treasury Daily Money Market — Int/Div IRA #3 (H) iShares Russell 1000 Index — Int/Div — Sold PowerShares FTSE RAFI US 1000 — Int/Div — Sold (part) iShares MSCI EAFE Index — Int/Div — Sold (part) iShares MSC Emerging Markets Index — Int/Div PIMCO All Asset All Authority Instl — Int/Div — Buy PIMCO All Asset Fund Inst] (X) — Int/Div — Sold ACQR Managed Futures Strategy C1 — Int/Div — Buy Eaton Vance Global Absolute Retum C11 — Int/Div — Sold Eaton Vance Glbl Macro Absolute Ret Advig 1 — Int/Div — Buy PIMCO Unconstrained Bond Inst] — Int/Div — Buy PIMCO 1-5 Year US. TIPS Bond Index — Int/Div — Sold Eaton Vance Emerging Mkts Local Income Cll — Int/Div — Buy PIMCO Global Advantage Strategy Bond Inst! — Int/Div — Sold (part) PIMCO High Yield Spectrum Inst] — Int/Div — Buy Eaton Vance Floating Rate Ady — Int/Div — Sold (part) Eaton Vance Floating Rate Instl — Int/Div — Buy Fidelity Treasury Daily Money Market (Y) — Int/Div Mass Mutual Whole Life Insurance — Int/Div Mass Mutual Whole Life Insurance — Int/Div Loval American Insurance — Int/Div Winston-Salem Foundation Donor Advised Fund — None Vanguard 529 Vanguard Interest Accumulation Portfolio — Interest Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest NC College Foundation 529 Dependable Income Fund — None — Buy Board Member, Notre Dame Law Association Spouse's income — 2012 — Piedmont Land Conservancy, salary The Winston-Salem Foundation Donor Advised Fund reflects money we donated irrevocably to, and is owned by, the Foundation, but IIs can direct donations from that Fund to charities of our choice, We can receive no income from its investment; rather, the Fund receives the income, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3697. Public record. Not legal advice.