# David T. Schultz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6027 ## Record - **Judge:** David T. Schultz - **Year:** 2016 - **Report type:** Initial - **Pages:** 23 ## Text BROKERAGE ACCOUNT #1 (H) — Exempt UBS CASH FLOW ACCOUNT (CASH ACCOUNT) — Interest BROKERAGE ACCOUNT £2 (H) UBS BANK USA DEP ACCT — Interest BROKERAGE ACCOUNT #3 (H) UBS BANK USA DEP ACCT — Interest VANGUARD TOTAL WORLD STK ETF wn — Int/Div PIMCO STOCKPLUS INTL FUND (PIHUX) — Int/Div VOYA GLOBAL REAL ESTATE FUND GLIX)Y — Int/Div VOYA SMALLCAP OPPORTUNITIES FUND CLASS INSPIX) — Int/Div VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) — Int/Div ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS INSTL (ANGIX) — Int/Div LORD ABBETT BOND DEBENTURE FUND (LBDFX) — Int/Div PIMCO DIVERSIFIED INCOME FUND (PDVPX) — Int/Div TEMPLETON GLBAL BOND ADV (TGBAX) — Int/Div VANGUARD INTERMEDIATE TERM TREASURY FUND ADM (VFIUX) — Int/Div VIRTUS MULTI-SECTOR SHORT TERM BOND FUND (PIMSX) — Int/Div LONGBOARD MANAGED FUTURES STRATEGY FUND (WAVIX) — Int/Div RIVERPARK LONG/SHORT OPPORTUNITY FUND (RLSIX) — None AMER FUNDS AMERICAN BALANCED FUND (AMBFX) — Int/Div IRA #1 (H) UBS BANK USA DEP ACCT — Interest ADOBE SYSTEMS INC (DELAWARE) (ADBE) — None ALPHABET INC CL A (GOOGL) — None ALPHABET INCL C (GOOG) — None AMAZON.COM INC (AMZN) — None BANK OF AMERICA CORP (BAC) — Int/Div CELGENE CORP (CELG) — None FACEBOOK INC CL A (FB) — None LOREAL CO ADR FRANCE ADR (LRLCY) — Int/Div MICROSOFT CORP (MSKFI1) — Int/Div CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF (XLY) — Int/Div ENERGY SELECT SECTOR SPDR FUND (XLE) — Int/Div FINANCIAL SELECT SECTOR SPDR FUND ETF (XLF) — Int/Div HEALTH CARE SELECT SECTOR SPDR FUND ETF (XLV) — Int/Div INDUSTRIAL SELECT SECTOR SPDR FUND ETF (XLD — Int/Div ISHARES RUSSELL 2000 ETF (1WM) — Int/Div REAL ESTATE SELECT SECT SPDR ETF (XLRE) — Int/Div SPDR S&P PHARMACEUTICALS ETF (XPH) — Int/Div VANGUARD TOTAL STOCK MKT ETF (VTh — Int/Div VANGUARD S&P 500 ETF (VOO) — Int/Div VANGUARD FTSE PAC ETF (VPL) — Int/Div VANGUARD FTSE ELROPE ETF (VGK) — Int/Div VANGUARD FTSE EMERGING MARKETS ETF (VWO) — Int/Div OPPENHEIMER INTERNATIONAL GROWTH FUND (OIGY X) — Int/Div ISHARES TIPS BOND ETF (TIM — Int/Div AMER FUNDS THE BOND FUND OF AMERICA FUND (ABNFX) — Int/Div ANGEL OAK FLEXIBLE INCOME FUND (ANFIX) — Int/Div DREYFUS/STANDISH GLOBAL FIXED INCOME FUND (SDGIX) — Int/Div EATON VANCE FLOATING RATE ADVANTAGE (EIFAX) — Int/Div EV MULTISECTOR INCOME FUND {EVBIX) — Int/Div PRUDENTIAL TOTAL RETURN BOND FUND (PDBZX) — Int/Div GOLDMAN SACHS MULTI-MANAGER ALTS FUND (GSMMX) — Int/Div LONGBOARD MANAGED FUTURES STRATEGY FUND (WAVIX) — None PRINCIPAL FDS INC HI YLD FD (FBOID)Y — None IRA 22 (H) UBS BANK USA DEP ACCT — Interest SKYBRIDGE MULTI-ADVISER HEDGE FD PORTFOLIOS LLC SER AO — None ABBEY CAPITAL MULTI-MANAGER FUNDLTD — None IRA £3 (H) UBS BANK USA DEP ACCT — Interest ACCENTURE PLC IRELAND CL A (ACN) — Int/Div ALPHABET INC CL A (GOOGL) — None AMERICA TOWER CORP REIT (AMT) — Int/Div CELGENE CORP (CELG) — None CHEVRON CORP (CVX) — Int/Div COLGATE PALMOLIVE CO (CL) — Int/Div EDWARDS LIFESCIENCES CORP (EW) — None EXXON MOBIL CORP (XOM) — Int/Div FACEBOOK INC CL A (FB) — None FEDEX CORP (FDX) — Int/Div FORD MOTOR CO COM NEW (F) — Int/Div GENL ELECTRIC CO (GE) — Int/Div GILEAD SCIENCES INC (GILD) — Int/Div INTEL CORP (INTC) — Int/Div INTERCONTINENTALEXCHANGE GROUP (ICE) — Int/Div JPMORGAN CHASE & CO (JPM) — Int/Div LULULEMONATHLETICA INC(LLLL) — None MICROSOFT CORP (MSFKFI) — Int/Div OREILLY AUTOMOTIVE INC (ORLY) — None PALO ALTO NETWORKS INC (PANW) — None PAYPAL HOLDINGS INC (PYPL) — None PEPSICO INC (PEP) — Int/Div SCHLUMBERGER LTD NETHERLANDS ANTILLES (SLB) — Int/Div THERMO FISHER SCIENTIFIC INC (TMO) — Int/Div TIX COS INC NEW (TIX) — Int/Div UNTD TECHNOLOGIES CORP (UTX) — Int/Div US BANCORP DEL (NEW) (USB) — Int/Div WALT DISNEY CO HOLDING CO (DIS) — Int/Div IM CO (MMM) — Int/Div ISHARES RUSSELL 2000 GROWTH ETF {IWO) — Int/Div VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) — Int/Div VANGUARD S&P SOO ETF (VOO) — Int/Div AMETEK INC (NEW) DE — Int/Div WORKDAY INCCL ADE — None LONGBOARD MANAGED FUTURES STRATEGY FUND CLASS LFBOID) — None IRA Z4(H) UBS BANK USA DEP ACCT — Int/Div ALIBABA GROUP HLDG LTD SPON ADR (BABA) — None AKAMAI TECHNOLOGIES INC DE (AKAM) — None AMAZON.COM INC (AMZN) — None AMERIPRISE FINANCIAL INC (AMP) — Int/Div BROADCOM LTD (AVGO) — Int/Div CELGENE CORP (CELG) — None CITIGROUP INC (OC) — Int/Div CTRIPCOMINTLLTD ADS (CTRPM) — None DANAHER CORP (DHR) — Int/Div DENTSPLY SIRONA INC (XRAY) — Int/Div ELECTRONIC ARTS (EA) — None EXPEDIA INC (EXPE) — Int/Div EXPRESS SCRIPTS HLDG CO (ERSX) — None FORTIVE CORP (FTV) — Int/Div HANESBRANDS INC (HB) — Int/Div INCYTE CORP (INCY) — None INTERCONTINENTALEXCHANGE GROUP (ICE) — Int/Div LEAR CORP COM NEW (LEA) — Int/Div MCKESSON CORP (MCK) — Int/Div NVIDIA CORP (NVDA) — Int/Div PVH CORP COM (PVH) — Int/Div ROBO GLOBAL ROBOTICS & AUT INDEX ETF DE (ROBO) — None SERVICE CORP INTL (SCI) — Int/Div SERVICEMASTER GLOBAL HLDGS INC (SERV) — None TESORO CORP (TSO) — Int/Div TIX COS INC NEW (TIX) — Int/Div UNDER ARMOUR INC CL A (UAA) — None UNDER ARMOUR INC CLC(UA) — None UNTD TECHNOLOGIES CORP (UTX) — Int/Div VISTEON CORP COM NEW (VO) — None ISHARES RUSSELL 2000 GROWTH ETF (WO) — Int/Div ISHARES NASDAQ BIOTECHNOLOGY ETF (1BB) — Int/Div ISHARES US AEROSPACE & DEFENSE ETFUTA) — Int/Div IRA #5 (H) UBS BANK USA DEP ACCT — Interest ASTRAZENECA PLC SPON ADR (AZN) — Int/Div BRITISH AMER TABACCO PLC GB SPON ADR (BThH — Int/Div CME GROUP INC (CME) — Int/Div COCA COLA CO COM (KO) — Int/Div CVS HEALTH CORP (CVS) — Int/Div GENL MILLS INC (GIS) — Int/Div HOME DEPOT INC (HD) — Int/Div HONEYWELL INTL INC (HON) — Int/Div ILLNOIS TOOL WORKS INC (ITW) — Int/Div INTEL CORP (INTC) — Int/Div JOHNSON CTLS INTL PLC (JCD — Int/Div JOHNSON & JOHUNSON COM (INI — Int/Div LOCKHEED MARTIN CORP (LMT) — Int/Div NEXTERA ENERGY INC COM — Int/Div PEPSICO INC (PEP) — Int/Div STARBUCKS CORP (SBLX) — Int/Div TAIWAN SEMICONDUCTOR MFG CO LTD ADR (TSM) — Int/Div TEXAS INSTRUMENTS (TXN) — Int/Div IM CO (MMM) — Int/Div SPDR S&P DIVIDEND ETF (SDY) — Int/Div VANGUARD VALLE ETF(VTV) — Int/Div VANGUARD REIT ETF (VNQ) — Int/Div GOLDMAN SACHS MLP ENERGY INFRAS FUND (GMLPX) — Int/Div IRA #6 (H) ADOBE SYSTEMS INC (DELAWARE) (ADBE) — None ALPHABET INC CL A (GOOGL) — None ALPHABET INC CL C (GOOG) — None AMAZON.COM INC (AMZN) — None BANK OF AMER CORP (BAC) — None CELGENE CORP (CELG) — None FACEBOOK INC CL A (FB) — None LOREAL CO ADR FRANCE ADR DE — None MICROSOFT CORP (MSFT) — Int/Div CONSUMER DICRESTIONARY SELECT SECTOR SPDR FUND ETF (XLY) — Int/Div ENERGY SELECT SECTOR SPDR FUND ETF (XLE) — Int/Div FINANCIAL SELECT SECTOR SPDR FUND ETF (XLF) — Int/Div HEALTH CARE SELECT SECTOR SPDR FUND ETF (XLV) — Int/Div INDUSTRIAL SELECT SECTOR SPDR FUNDETF(XLD — Int/Div ISHARES RUSSELL 2000 ETF (1WM) — Int/Div SPDR S&P PHARMACEUTICALS ETF (XPH) — Int/Div VANGUARD TOTAL STOCK MKT ETF wvThH — Int/Div VANGUARD S&P SOO ETF (VOO) — Int/Div OPPENHEIMER INTERNATIONAL GROWTH FUND Y CLASS (01GYX) — Int/Div ISHARES TIPS BOND ETF (TIP) — Int/Div AMER FUNDS THE BOND FUND OF AMERICA FUND CLASS F2 (ABNFX) — Int/Div ANGEL OAK FLEXIBLE INCOME FUND CLASS {ANFIX) — Int/Div DREYFUS/STANDISH GLOBAL FIXED INCOME FUND CLASS 1SDGICY — None EATON VANCE FLOATING RATE ADVANTAGE CL L{EIFAX) — Int/Div EV MULTISECTOR INCOME FUND CLASS HHEVBIX) — Int/Div PRUDENTIAL TOTAL RETURN BOND FUND CLASS Z (PDBZX) — Int/Div GOLDMAN SACHS MULTI-MANAGER ALTS FUND CLASS HHGSMMX) — Int/Div LONGBOARD MANAGED FUTURES STRATEGY FUND (WAVIX) — None PRINCIPAL FDS INCHIYLDFDCLP — Int/Div VANGUARD FTSE PAC ETF DE (VPL) — None VANGUARD FTSE EUROPE ETF DE (VGK) — None VANGUARD FTSE EMERGING MARKETS ETF — None BROKERAGE ACCOUNT #4 (H) UBS BANK USA DEP ACCT — Interest BLACKROCK CAP & INCOME STRATEGIES FUND INC (CI — Int/Div BLACKROCK ENHANCED EQUITY DIVID TR (BD) — Int/Div EATON VANCE TAX MANAGED BUY WRITE INC FUND — Int/Div HEALTH CARE SELECT SECTOR SPDR FUND ETF (XLV) — Int/Div NUVEEN S&P 500 BUY-WRITE INCOME FUND (BXMX) — Int/Div ROYCE VALLE TRUST INC (RVT) — Int/Div SPDR S&P DIVIDEND ETF (SDY) — Int/Div SPDR S&P INTL DIVIF(DWX) — Int/Div TELKA HEALTHCARE INVS (HOH) — Int/Div VANGUARD SMALL-CAP VALUE ETF (VBR) — Int/Div BLACKROCK LTD DURATION INCOME TRUST (BLW) — Int/Div BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ) — Int/Div EATON VANCE LTD DURATION INCOME FUND (EVV) — Int/Div GUGGENHEIM BULLETSHARES 2019 HIGH YEILD CORP BOND ETF (BSI — Int/Div NUVEEN PFD SECURITIES INCOME FUND UJPS) — Int/Div NUVEEN QUALITY MUNICIPAL INCOME FUND (NAD) — Int/Div PIONEER DIVERSIFIED HIGH INCOME TRUST (HNW) — Int/Div PROSHARES HIGH YIELD INT RATE HEDGED ETF (HYHG) — Int/Div VANGUARD INTER TERM GOVERNMENT BOND ETF (VGIT) — Int/Div WESTERN ASSET HIGH INCOME FUND INC (HIX) — Int/Div NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND DE — Int/Div BLACKROCK CORE BOND TRUST DE — None CBRE CLARION GLOBAL REAL ESTATE DE — Int/Div LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC DE — None EATON VANCE SENIOR FLOATING RATE TRUST DE — Int/Div BROKERAGE ACCOUNT #5(H) JIPMORGAN CHASE FINANCIAL CT-SS RTY — Int/Div CREDIT SUISSE AG CB-GEARS SPX — Int/Div UBS AG BUFFERED ROS SPY — Int/Div HSBC USA INC CT-GEARS EEM — Int/Div CREDIT SUISSE AG L/O TA-CYN SPX SXSE — Int/Div BROKERAGE ACCOUNT #6 (H) UBS BANK USA DEP ACCT — Interest ACCENTURE PLC IRELAND CL A (ACN) — Int/Div APLPHABET INC CL A (GOOGL)Y — None AMERICAN TOWER CORP REIT (AMT) — Int/Div CEGENE CORP (CELG) — None CHEVRON CORP (CVX) — Int/Div COLGATE PALMOLIVE CO (CL) — Int/Div EDWARDS LIFESCIENCES CORP (EW) — None EXXON MOBIL CORP (XOM) — Int/Div FACEBOOK INC CL A (FB) — None FEDEX CORP (FDX) — Int/Div FORD MOTOR CO COM NEW (F) — Int/Div GEN ELECTRIC CO (GE) — Int/Div GILEAD SCIENCES INC (GILD) — Int/Div INTEL CORP (INTC) — Int/Div INTERCONTINENTIALEXCHANGE GROUP (ICE) — Int/Div JPMORGAN CHASE & CO (JPM) — Int/Div LULULEMON ATHLETICA INC (LLL) — None MICROSOFT CORP (MSFT) — Int/Div OREILLY ALTOMOTIVE INC (ORLY) — None PALO ALTO NETWORKS INC (PANW) — None PAYPAL HOLDINGS INC (PYPL) — None PEPSICO INC (PEP) — Int/Div SCHLUMBERGER LTD NETHERLANDS ANTILLES (SLB) — Int/Div THERMO FISHER SCIENTIFIC INC (TMO) — Int/Div TIX COS INC NEW (TIX) — Int/Div UNTD TECHNOLOGIES CORP (UTX) — Int/Div US BANCORP DEL (NEW) (USB) — Int/Div WALT DISNEY CO (HOLDING CO) DISNEY COME (DIS) — Int/Div IM CO (MMM) — Int/Div ISHARES RUSSELL 2000 GROWTH ETF (IWO) — Int/Div VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) — Int/Div VANGUARD S&P S00 ETF (VOO) — Int/Div LONGBOARD MANAGED FUTURES STRATEGY FUND CLASS HFBOID) — None AMETEK INC (NEW) DE — Int/Div WORKDAY INCCL A DE — None EDUCATION ACCOUNT #1 (H) LEGG MASON SCHOLARS CHOICE 529 AGE BASED 79C — None EDUCATION ACCOUNT #2 (H) LEGG MASON SCHOLARS CHOICE 529 AGE BASED 13.15C — None EDUCATION ACCOUNT #3 (HD) LEGG MASON SCHOLARS CHOICE 529 AGE BASED 10-12 C — None EDUCATION ACCOUNT #4 (H) COLLEGE AMERICA 529 CAPITAL INCOME BUILDER CIB A — None COLLEGE AMERICA 529 THE GROWTH FUND OF AMERICA - GFA A — None COLLEGE AMERICA 529 NEW PERSPECTIVE FUND NPF A — None EDUCATION ACCOUNT #5 (H) COLLEGE AMERICA 529 CAPITAL INCOME BUILDER CIB A — None COLLEGE AMERICA 529 THE GROWTH FUND OF AMERICA - GFA A — None COLLEGE AMERICA 529 NEW PERSPECTIVE FUND NPF A — None EDUCATION ACCOUNT #6 (H) COLLEGE AMERICA 529 CAPITAL INCOME BUILDER CIB A — None COLLEGE AMERICA 529 THE GROWTH FUND OF AMERICA - GFA A — None COLLEGE AMERICA 529 NEW PERSPECTIVE FUND NPF A — None RETIREMENT SAVINGS PLAN #1 (MH) MASLON CASH BALANCE PENSION PLAN (NO CONTROL) — None MFS INTERNATIONAL VALUE R4 — Int/Div OPPENHEIMER DEVELOPING MARKETS 1 — Int/Div OPPENHEIMER GLOBAL OPPORTUNITIES — Int/Div VANGUARD EXPLORER ADM — Int/Div T. ROWE PRICE MID CAP GROWTH — Int/Div PARNASSUS CORE EQUITY INST — Int/Div VANGUARD EQUITY INCOME ADM — Int/Div Agreement — 2017 — Retirement savings plan with Maslon (former employer) Income — 2015 — Self-employed - attorney — $720,506.00 Income — 2016 — Self-emploved - attorney — $763,455.00 Income — 2007 — Self-employed - attorney — S20.000.00 Spouse's income — 2016 — Fairview Health Systems (salary) Spouse's income — 2007 — Fairview Health Systems (salary) Part VII, lines 265-282: The assets withing these Education Savings Accounts are reported exclusively in unit value and do not generate income attributable to the individual holdings, therefore the income is reported as "None," per page 40 of the filing instructions. Part VII, line 284: This asset is structured in a manner that does not generate income. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6027. Public record. Not legal advice.