# A. Kathleen Tomlinson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5946

## Record

- **Judge:** A. Kathleen Tomlinson
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 7

## Text

Citibank Accounts — Interest
IBM Stock — Int/Div
Hartford Select Dimensions Variable Annuity — Int/Div
Prudential Fimancial — Int/Div
TIAA/CREF Account — Int/Div
Allianz Vision New York Qualified IRA — Int/Div
Farrell Fritz’ ABA Retirement Invest Only
Small-Mid Cap Equity Fund/State Street B & T Russell 2000 — Int/Div
Aggressive Risk Fund — Int/Div
Small-Cap Index Eq Fund’/Russell 2000 Index — Int/Div
Intemational All Cap Equity/MSC1 All Country World — Int/Div — Closed — 60/40 to funds below
Large-Cap Equity Fund — Int/Div — Open — Inell split transf*
eecclntmational Index Equity Fund — Int/Div — Open — linell split transf{*
Farrell Fritz/ABA Retirement Profit Sharing:
Intemational AllCap Equity/ MSCI All Country World — Int/Div — Closed — 100% to fund below
Large-Cap Equity Fund — Int/Div — Open — from line 15 *%
Bond Fund’ Barclays Capital U.S Aggregate Bond Index — Int/Div
Moderate Risk Fund — Int/Div — Closed — 100% to fund below*
Mid-Cap Index Equity Fund — Int/Div — Open — from line 18%
Small Cap Index Equity Fund/Russell 2000 — Int/Div
Small-Mid Cap Equity Fund/State Street B & T Russell 2000 — Int/Div
International Index Equity/State Street Bank MSC1 — Int/Div
Rental Prop #1 The Villages, FL (8/05 $145,000) — Rent
Rental Prop #2: The Villages, FL (7/08 £290,000) — Rent
First Global Capital Corp. Money Market Tax-Exempt Fund Cap — Int/Div
American Amcap Fund Class F — Int/Div
Davis NY Venture A — Int/Div
T Rowe Price Equity Income — Int/Div
T Rowe Price NY Tax Free Bond — Interest
ishares Tr S & P World Ex-US PPTY Index Fd 135 — Int/Div
shares TR MSCI Emerging Mkets Index Fd — Int/Div
Barclays Bk Ple IPATH Index Lkd Secs to GSC — Int/Div
Royce Opportunity Fund Invest Class — Int/Div
UMB Scout International — Int/Div
Liability — American Express FSB Mortgage — Shared mortgage or home, Livingston, NJ
Liability — Citizens First Bank — Mortgage on Rental Property #1 , The Villages, Florida (Pr. VII line 23)
Liability — Citizens First Bank — Mortgage on Rental Property #2 The Villages, Florida (Pr. VIL line 24)
*lines 11, 15 and 18 reflect the transfer of monies in several funds which are part of the aggregate funds | have through my former law firm with the ABA

Retirement funds. The funds listed on lines 11, 15 and 18 were transferred to other funds set forth below each entry because the new funds were producing a

better reate of return

There is no code provided for a “transfer” of funds, so | utilized the “closed” and "opened" designations.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5946. Public record. Not legal advice.
