# Carlota M. Bohm

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7267

## Record

- **Judge:** Carlota M. Bohm
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Jackson National Annuity - Fixed Income Annuity — Int/Div
Jackson National Annuity -JNL/S&P Managed Moderate Growth Fund — Int/Div
Touchstone Sands Capital Select Growth Fund (CFSIX f/&/a TSNAX) — Int/Div — Sold (part)
Pioneer Disciplined Value Fund (CVFYX) — Int/Div — Sold (part)
Pioneer Disciplined Value Fund (CVFYX) — Sold
Lord Abbett Value Opportunities Fund (LVOFX fk/a LVOAX) — Int/Div — Sold (part)
Lord Abbett Value Opportunities Fund (LVOFX fk/a LVOAX) — Sold
Lord Abbett Fundamental Equity Fund (LAVFX f/k/a LDFVX) — Int/Div — Sold
Oppenheimer Developing Markets Fund {ODVYX /k/a ODMAX) — Int/Div — Sold
Pioneer Strategic Income Fund (STRYX /k/ a PSRAX) — Int/Div — Sold (part)
Pioneer Strategic Income Fund (STRYX /k/ a PSRAX) — Sold
Pioneer Pioneer Fundamental Growth Fund (FUNYX) — Int/Div — Sold
Invesco Select Companies Fund (ATIYX f/ kia ATIAX) — Int/Div — Sold (part)
Invesco Select Companies Fund (ATIYX f/ kia ATIAX) — Sold
Henderson Intl Opportunities Fund (HFOIX fik/a HFOAX) — Int/Div — Sold (part)
Looms Sayles Strategic Income Fund INEZYX X%/a NEFZX) — Int/Div — Sold
JP Morgan Us Equity Fund Select (JUESX) — Int/Div — Buy (add'l)
JP Morgan Us Equity Fund Select (JUESX) — Sold (part)
JP Morgan Us Equity Fund Select (JUESX) — Sold
Sun American Focused Dividend Strategy Fund (FDSWX) — Int/Div — Buy (add'l)
Sun American Focused Dividend Strategy Fund (FDSWX) — Sold (part)
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade Bond (LHYFX wk/a LSIIX) — Int/Div — Sold
Lord Abbett HighYield Fund (LHYFX) — Int/Div — Sold
AB High Income Fund (AGDYX) — Int/Div — Buy
AB High Income Fund (AGDYX) — Sold
Virtus Emerging Markets Opportunities (HIEMX) — None — Buy
PIMCO Income Fund (PONPX) — None — Buy
Hennessy Focus 30 Fund Inst (HIMDX) — None — Buy
Wells Fargo Large Cap Core Fund (EGOIX) — None — Buy
USB Bank USA Dep Account (X) — Interest
Fidelity Japan Smaller Companies (FISCX) (xX) — Int/Div — Sold (part)
Fidelity Japan Smaller Companies (FISCX) (xX) — Sold
Fidelity Growth Strategies Fund (FDEGX) (xX) — Int/Div — Sold
Autohv, Inc (ALVY(X) — Int/Div
CBS Stock (X) — Int/Div
Eh Lilly (LLY) (X) — Int/Div
Viacom, Inc (VIAB) (X) — Int/Div
Vanguard Energy (VGENX) (X) — Int/Div
Vanguard European Stock Index Adm FD I(VELSX)1 1X) — Int/Div
Vanguard Global Equity (VHGEX) (X) — Int/Div
Vanguard International Value Fund (VIRIX)(X) — Int/Div
Vanguard PRIMECAP Fund (VPMCX) (X) — Int/Div
Vanguard Windsor Il Inv Fund (VWNFX) (XxX) — Int/Div — Sold
Rental Property-Pgh PA (2011 - pd $150.000.000(Y)
Dollar Bank account {Y)
PNC Bank Account — Interest
Roam Bally IV, LP — Interest — Sold
Reimbursement — Ene County Bar Assoc — 07/23/2015 07/25.2015 — Enc. PA — Seminar/Program — Transportation, meals, lodging
Reimbursement — NCBICLLA — 09/27/2015 09/3002015 — Miami, FL — Seminar/Program — Transportation, meals, lodging
Income — 2015 — Income from prior Misc. Bankruptey/ Trustee Related — SIV. 41887
Spouse's income — 2015 — Westinghouse Electric Co. «pension plan - See Part VII - additional information
HL B - My divorce was was final on 01/15/2015. 1 do not believe that my former spouse received any other income than what has been listed in Part 111 B.

VII - the rental property -listed on line 59 has been transfered to my former spouse on 4/20/2015 as part of the divorce

The Dollar Bank account was closed in 2014 and 1 accidently forgot to report the closing of the account.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7267. Public record. Not legal advice.