# Jan M Adler > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/4019 ## Record - **Judge:** Jan M Adler - **Year:** 2014 - **Report type:** Annual - **Pages:** 11 ## Text TRLST #1 AMERIPRISE BROKERAGE ACCOUNT — None AMCAPCLA — Int/Div AMERICAN BALANCED CL A — Int/Div AMERICAN SHORT TERM TAX EXEMPTBOND CL A — Int/Div CAPITAL INCOME BUILDER CL A — Int/Div — Sold (part) GROWTH FUND OF AMERICA CL A — Int/Div LIMITED TERM TAX EXEMPT BOND AMERICACL A — Int/Div NEW PERSPECTIVECL A — Int/Div NEWWORLDCLA — Int/Div WASHINGTON MUTUAL INVESTORS CLA — Int/Div AMERIPRISE BROKERAGE ACCOUNT IRA #1 - MM — None CAPITAL INCOME BUILDER CL A — Int/Div CAPITAL WORLD GROWTH & INCOME - A — Int/Div MANAGERS YACKTMAN N/K/A AMG YACKTMAN FOCUSED SERVICE CL — Int/Div NEW PERSPECTIVE - A — Int/Div NEW WORLD — Int/Div PIMCO REAL RETURN BOND - A — Int/Div — Sold PIMCO ALL ASSET - A — Int/Div — Sold HCP INCOME — Int/Div — Sold CNL LIFESTYLE PROPERTIES INC REIT — Distribution INLAND AMERICAN — Int/Div FUNDAMENTAL INVESTORS - A — Int/Div AMERIPRISE BROKERAGE ACCOUNT IRA #2 - MM — None CAPITAL INCOME BUILDER - A — Int/Div CAPITAL WORLD GROWTH & INCOME — Int/Div AMERIPRISE ONE FINANCIAL ACCOUNT - MM — None — Buy (add'l) AMERIPRISE ONE FINANCIAL ACCOUNT - MM — Buy (add'l) AMERIPRISE ONE FINANCIAL ACCOUNT - MM — Buy (add'l) AMERIPRISE ONE FINANCIAL ACCOUNT - MM — Buy (add'l) AMERIPRISE ONE FINANCIAL ACCOUNT - MM — Buy (add'l) AMERIPRISE ONE FINANCIAL ACCOUNT - MM — Buy (add'l) INTERMEDIATE BOND FUND OF AMERICA CL A — Int/Div — Sold (part) INTERMEDIATE BOND FUND OF AMERICA CL A — Sold FRANKLIN LIMITED TAX-FREL: INCOME CA — Int/Div — Sold (part) FRANKLIN LIMITED TAX-FREL: INCOME CA — Sold (part) ONL HEALTHCARE TR INC — Int/Div STRATEGIC PORTFOLIO SERVICE ADVANTAGE — None — Sold (part) STRATEGIC PORTFOLIO SERVICE ADVANTAGE — Sold (part) STRATEGIC PORTFOLIO SERVICE ADVANTAGE — Sold (part) BARON SMALL CAP FUND — Int/Div COLUMBIA DIVIDEND OPPORTUNITY CL A — Int/Div CREDIT SUISSE FLOATING RATE HIGH INCOME CL A — Int/Div — Buy IST EAGLE GLOBAL - A FIRST EAGLE FUND — Int/Div — Sold (part) FRANKLIN MANAGED TR RISING DIVIDEND FUNDCL A — Int/Div FRANKLIN STRATEGIC INCOME CL A — Int/Div — Sold (part) GABELLI ASSET AAA — Int/Div JANUS VENTURECL A — None — Sold CLEARBRIDGE MIDCAP CORE A — Int/Div METROPOLITAN WEST LOW DURATION BONDCL M — Int/Div — Buy VIRTUS REAL ESTATE SECURITIES — Int/Div S&P 500 ETF TRUST (SPDR) UNIT SER 1 — Int/Div VANGUARD TOTAL STOCK MARKET — Int/Div STRATEGIC PORTOLIO SERVICE ADVANTAGE. IRA — None — Buy (add'l) STRATEGIC PORTOLIO SERVICE ADVANTAGE. IRA — Buy (add'l) BLACKROCK HEALTH SCIENCES INVESTOR CL A — Int/Div — Buy COLUMBIA ACORN