# Thomas D. Schroeder

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6586

## Record

- **Judge:** Thomas D. Schroeder
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

PIMCO Low Duration Fund Inst] — Int/Div
Wells Fargo Accounts (Wachovia) — Interest
US Treasury Series EE Bonds — None
First Tennessee Accounts — Interest
Valic Fixed Income Plus Annuity — Int/Div
Brokerage #1 (H)
iShares Russell 1000 ETF — Int/Div
PowerShares FTSE RAFI US 1000 — Int/Div
iShares MSCI EAFE ETF — Int/Div — Sold (part)
Vanguard FTSE Developed Markets ETF — Int/Div — Buy (add'l)
Vanguard FTSE Emerging Markets ETF — Int/Div
Vanguard Ltd-Term Tax Exempt Adm — Int/Div
Eaton Vance Floating Rate Inst — Int/Div
Fidelity Cash Money Market Account — Interest
Brokerage £2 (H)
iShares Russell 1000 ETF — Int/Div
PowerShares FTSE RAFI US 1000 — Int/Div
iShares MSC EAFE ETF — Int/Div
Vanguard FTSE Developed Markets ETF — Int/Div
Vanguard FTSE Emerging Markets ETF — Int/Div
PIMCO All Asset All Authority Inst — Int/Div — Buy
PIMCO All Asset Fund Inst! — None — Sold
AQR Managed Futures Strategy C1 1 — Int/Div
AQR Style Premia Alternative C1 1 — Int/Div
PIMCO RAE Worldwide Fndmntl Advt PLUS Inst] — None
RiverNorth/DoubleLine Strategic Income — Int/Div
Vanguard Short-Term Investment-Grade Adm — Int/Div
Eaton Vance Floating Rate Inst — Int/Div
Fidelity Cash Money Market — Int/Div
Brokerage #3 (H)
AQR Managed Futures Strategy C1 — Int/Div
Eaton Vance Floating Rate Inst — Int/Div
Fidelity Cash Money Market — None
IRA Z(H)
iShares Russell 1000 ETF — Int/Div
PowerShares FTSE RAFI US 1000 — Int/Div
iShares MSC! EAFE ETF — Int/Div
iShares MSCI Emerging Markets ETF — Int/Div
PIMCO All Asset All Authority Inst — Int/Div
Eaton Vance Floating Rate Inst] — Int/Div
Fidelity Treasury Daily Money Market — None
IRA #2 (H)
PIMCO All Asset All Authority Inst — Int/Div
Eaton Vance Floating Rate Ady — Int/Div
IRA #3 (H)
PowerShares FI1SE RAFI US 1000 — Int/Div
iShares MSCI EAFE ETF — Int/Div
iShares MSC Emerging Markets EF 1 — Int/Div
PIMCO All Asset All Authority Instl — Int/Div
AQR Managed Futures Strategy C1 — Int/Div
AQR Style Premia Alternative C1 1 — Int/Div
PIMCO RAE Worldwide Fndmntl Advt PLUS Inst! — None
Eaton Vance Emerging Markets Local Income C11 — Int/Div
RiverNorth/DoubleLine Strategic Income — Int/Div
PIMCO Low Duration Fund Inst] — Int/Div
Eaton Vance Floating Rate Instl — Int/Div
Mass Mutual Whole Life Insurance — Int/Div
Mass Mutual Whole Life Insurance — Int/Div
Loyal American Insurance/Great American Life Insurance Company — Int/Div
Winston-Salem Foundation Donor Advised Fund — None
Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest
Vanguard 529 -Vanguard Interest Accumulation Portfolio — Interest
NC College Foundation 529 Dependable Income Fund — Interest
Vanguard Duke University Faculty/Staff Retirement Plan (X) — Int/Div
Board Member, Notre Dame Law Association
Board Member & President, Chief Justice Joseph Branch Inn of Court
Senior Lecturer, Duke University Law School
Agreement — 2016 — Duke Univensty School of Law: $3,5(X) compensation as Senior Lecturer (Spring 2016), plus reasonable reimbursement for related travel and meals
Agreement — 2016 — Bell Meadowmont, apartment lease
Liability — University of North Carolina/Chapel Hill — Tuition 2016
Liability — Bell Meadowmont — Lease 2016
Reimbursement — VERDANT i ART EG Oe Rae a class was scheduled in evenings
Income — 2016 — Duke Umiversity School of Law, teaching — $3,500.00
Parts I, 11 and ILA: In the report for calendar year 2015, the terms of compensation and reimbursements for teaching as Senior Lecturer at Duke University Law

School were set forth in Part TILA. In the present report,the terms for 2016 are also set forth in

Parts 1 and 11, although they are the same and would be identical for the 2015 report,

Part VII, Line 59: The Loyal American Life Insurance Company policy appears to be affiliated with and/or administered by The Great American Life Insurance

Company.

Part VII, line 60: The Winston-Salem Foundation Donor Advised Fund reflects money we donated irrevocably to, and is owned by, the Foundation, but | and my

spouse can direct donations from that Fund to charities of our choice. We can receive no income from its investment; ruther, the Fund receives the income. The

Fund was exhausted during calendar year 2016.

On lines 21 and 75 of my 2015 report, Fidelity Cash Reserves and Fidelity Treasury Daily Money Market: are not reportable in 2016 because income and value

afell below the reporting threshold,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6586. Public record. Not legal advice.
