# Thomas John Morris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/4353 ## Record - **Judge:** Thomas John Morris - **Year:** 2011 - **Report type:** Annual - **Pages:** 7 ## Text Wells Fargo Bank account — Interest Wells Fargo Bank account No. 2 — Interest Hennessy Cornerstone Value Fund — Int/Div MFS Multimarket Income Trust — Int/Div MET Life — Int/Div Health Services Credit Union account — Interest Jax Federal Credit Union account — Interest Ministorage Peripherals — None — Sold Mass Mutual Life Insurance (Whole Life) — Int/Div Security Benefit Life Insurance — Int/Div Met Life Insurane (whole life) — Int/Div Pershing Advisor Solutions (Header) IRA No. 5, Goldman Sachs Asset Mgmt — Int/Div IRA No. 6, Goldman Sachs Asset Mgmt — Int/Div Litman/Gregory Asset Mgmt — Ine State Street Global Asset Advisers — Int/Div Massachusetts Financial Services — Int/Div — with line 13) Massachusetts Financial Services — Int/Div — with lime 14) Fugpso DD — None Prudential Stock — Int/Div Prudential Alliance Account — Interest Wachovia Retirement Savings Account (Header) Wells Fargo Stable Return Fund — Int/Div Oakmark Equity Income Fund — Int/Div Bouaard member, Hendricks Avenue Community Athletic Association (non-profit) Part VII, Lines |, 2 and 23: Wells Fargo acquired the accounts of Wachovia during 2011. Part VII, Lines) 2 (the header) through 18 are widely held, publically traded, widely diversified and arranged so that | neither exercise control nor have any ability tw exercise conrol over the financial interests held by the funds. My investment advisor states that each of the secounts are invested in "moderate investment portfolios” which consists of dozens if not hundreds of ETFs or funds. The holdings are frequently adjusted in percentages of each asset so there would be hundreds of individual transactions each year, over which | have no control. The holdings are the same for anyone else investing in the "moderate investment portfolio" category, and not unique to me. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4353. Public record. Not legal advice.