# Kathleen Thompson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6667

## Record

- **Judge:** Kathleen Thompson
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 7

## Text

Sun Life Financial (whole life common shares) — Int/Div
Wells Fargo Bank — Interest
RA # Edward Jones
TEAAPL — Int/Div — Buy
Edward Jones IRA #2
DODIX (Dodge & Cox Income Fund) — Int/Div
DODFX (Dodge & Cox Intl Stock Fund) — Int/Div — Buy
FENAMAX (Columbia Mad Cap Value) — Int/Div
LIBIX (Eaton Vance Ind. of Boston) — Int/Div
HDGIX (Hartford Div & Growth) — Int/Div — Sold
LSIIX (Loomis Sayles Inv Grade Bond Fund) — Int/Div
MENX (MFS Value Fund C1 I) — Int/Div — Sold
IGLIX (ING Global Real Estate Fund C1 1, mame change to Voya Global — Int/Div — Sold
IFMXX (JP Morgan Fed Mon Mkt Fund) — Interest — Buy
TGVIX (Thomburg Intl Value Fund) — Int/Div — Sold
PRDGX (T Rowe Price Div Growth) — Int/Div — Sold
CRSOX (Credit Suisse Comm Ret Sir Ch — Int/Div — Buy
MWTIX (MetroWest Tot Ret. BAC 1) — Int/Div
PRCIX (T. Rowe Price New Income) — Int/Div — Sold
SAGIX (Cha Aggressive Growth) — Int/Div — Sold
MFEIX (MFS Growth Fund C1 1) — Int/Div — Sold
MINIX (MFS International Value Fund crn — Int/Div — Sold
MGOYX (Munder Mid Cap Core Growth Fund) — Int/Div — Sold
HLLVX (JPMorgan Short Duration Bond Fund) — Int/Div — Buy
DISRX (Dreyfus International Stock Fund) — Int/Div
TGBAX (Templeton Global Bond Fund Advisor Class) — Int/Div
FVHIX (Franklin High Income Fund Advisor Class) — Int/Div
WBFFX (Capital World Bond Fund C1 Fly — Int/Div — Buy
BBTBX (Bridge Builder Bond Fund Solicited) — Int/Div
BBCPX (Bridge Builder Core Plus Bond) — Int/Div — Buy
BBGLX (Bridge Builder Large Growth) — Int/Div — Buy
BBGSX (Bridge Builder Smallmid Growth) — Int/Div — Buy
Section 1. The only asset in Trust #1 1s my personal residence.

Section VII. Investments and Trusts

**= an asset as of 12/31/15

Line 4 - Lists the only asset (APPL) in IRA #1 Edward Jones,

Line 5 - This is a heading for the assets in IRA #2 Edward Jones that are listed on Line 6 and following.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6667. Public record. Not legal advice.
