# Carlota M. Bohm

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6114

## Record

- **Judge:** Carlota M. Bohm
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

Jackson National Annuity - Fixed Income Annuity — Int/Div
Jackson National Annuity - INL/S&P Managed Moderate Growth Fund — Int/Div — Sold
Energy Select Sector SPDR Fund ETF — Int/Div — Buy
Pimco Income Fund (PONPX) — Int/Div — Buy (add'l)
Pimco Income Fund (PONPX) — Int/Div — Buy (add'l)
Pimco Income Fund (PONPX) — Int/Div — Sold (part)
AIG/Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Buy (add'l)
AIG/Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Buy (add'l)
AIG/Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Sold (part)
Hennessy Focus 30 Inst (HIMDX) — Int/Div — Buy (add'l)
Hennessy Focus 30 Inst (HIMDX) — Int/Div — Sold (part)
Hennessy Focus 30 Inst (HIMDX) — Sold (part)
Loomis Sayles Investment Grade Bond (LSHX) — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade Bond (LSHX) — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade Bond (LSHX) — Int/Div — Sold (part)
AB High Income Fund (AGDYX) — Int/Div — Buy (add'l)
AB High Income Fund (AGDYX) — Int/Div — Sold (part)
Pioneer Pioneer Fundamental Growth Fund (FUNYX) — Int/Div — Buy (add'l)
Pioneer Pioneer Fundamental Growth Fund (FUNYX) — Int/Div — Sold (part)
Pioneer Pioneer Fundamental Growth Fund (FUNYX) — Sold (part)
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Int/Div — Sold
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Sold
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Sold (part)
Oppenheimer Developing Markets Fund {ODVYX) — Int/Div — Buy (add'l)
Oppenheimer Developing Markets Fund {ODVYX) — Int/Div — Sold (part)
Oppenheimer Developing Markets Fund {ODVYX) — Sold (part)
Henderson Intl Opportunities (HFOIX) — Int/Div — Buy (add'l)
Henderson Intl Opportunities (HFOIX) — Int/Div — Sold
Henderson Intl Opportunities (HFOIX) — Sold (part)
Lord Abbett High Yield Fund (LHYFX) — Int/Div — Buy (add'l)
Lord Abbett High Yield Fund (LHYFX) — Int/Div — Sold
Lord Abbett High Yield Fund (LHYFX) — Sold (part)
Pioneer Strategic Income Fund (STRYX) — Int/Div — Buy (add'l)
Pioneer Strategic Income Fund (STRYX) — Int/Div — Buy (add'l)
Pioneer Strategic Income Fund (STRYX) — Int/Div — Sold (part)
JPMorgan US Equity Select (JVESX) — Int/Div — Buy (add'l)
JPMorgan US Equity Select (JVESX) — Int/Div — Sold (part)
JPMorgan US Equity Select (JVESX) — Sold (part)
Delaware Small Cap Core (DCCIX) — Int/Div — Buy
Delaware Small Cap Core (DCCIX) — Int/Div — Buy (add'l)
Delaware Small Cap Core (DCCIX) — Int/Div — Buy
Nuveen Symphony Floating Rate Income Fund (NFRIX) — Int/Div — Buy
First Eagle Overseas Fund (SGOIX) — Int/Div — Buy
Financial Sector SPDR Trust ETF (CLF) — Int/Div
Healthcare Select Sector SPDR Fund (XLV) — Int/Div
Vanguard Sector Index FD Information Tech ETF (VGT) — Int/Div
Roam Bally IV, LP — Int/Div
PNC Bank Account — Interest
Income — 27 — Income from prior Misc. Bankruptey/ Trustee Related — S17.538.00
Received form Decedent, George Bohm's (father) Estate - Beneficiary share $55,575.13

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6114. Public record. Not legal advice.