# Dale L. Somers

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7281

## Record

- **Judge:** Dale L. Somers
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 10

## Text

BID Somers Family LLC — Distribution — Note in Part VII
CM. Life Insurance Company — Int/Div
CM. Life Insurance Company — Int/Div
CM, Life Insurance Company — Int/Div
Fidelity Management Trust Company - IRA Account — Note in Part VII
Claymore Securities Defined Portfolios — Int/Div
Fudelity Cash Reserves — Int/Div
Templeton Global Bond Fund — Int/Div
Harbor Bond Adm — Int/Div — Buy (add'l)
Harbor Bond Adm — Buy (add'l)
Harbor Bond Adm — Sold (part)
Ishares S&P Midcap 400 Growth — Int/Div — Sold (part)
Ishares S&P Midcap 400 Growth — Sold (part)
Doubleline Total Rt Bond Fd — Int/Div — Buy (add'l)
Metropolitan West Total Return — Int/Div — Buy (add'l)
Metropolitan West Total Return — Buy (add'l)
Fidelity High Income — Int/Div
Eaton Vance Floating Rate — Int/Div
Oakmark Intl Investor C1 — Int/Div — Buy (add'l)
Oakmark Intl Investor C1 — Sold (part)
American Century Value CL — Int/Div — Buy (add'l)
shares Core S&P SOO ETF — Int/Div — Sold (part)
shares Core S&P SOO ETF — Sold (part)
shares Core S&P SOO ETF — Sold (part)
shares S&P SOO Growth ETF — Int/Div — Sold (part)
shares S&P SOO Growth ETF — Sold (part)
Ishares S&P S00 Value ETF — Int/Div — Buy (add'l)
Ishares S&P S00 Value ETF — Buy (add'l)
shares Trust Core MSC EAFE ETF — Int/Div — Buy (add'l)
shares Trust Core MSC EAFE ETF — Sold (part)
Wells Fargo Special Mid Cap CL 1 — Int/Div
Baird Aggregate Bond Fund Investor Cl — Int/Div
Ishares Core S&P Small Cap ETF — Int/Div — Sold (part)
Ishares Core S&P Small Cap ETF — Sold
Ishares Core U.S. Aggregate Bond ETF — Int/Div — Buy (add'l)
Ishares Core U.S. Aggregate Bond ETF — Buy (add'l)
Glenmede Small Cap Equity-Adv — Int/Div — Buy
Glenmede Small Cap Equity-Adv — Buy (add'l)
Glenmede Small Cap Equity-Adv — Sold (part)
Harding Loevner Emerg Mrkts Port Ady — Int/Div — Buy
Ishares Inc Core MSC1 Emerging Mkts — Int/Div — Buy
Ishares Inc MSC JPN ETF New — Int/Div — Buy
Ishares Inc MSC JPN ETF New — Sold
Fidelity Management Trust Company - IRA Account — Note mm Part VII
Fidelity Cash Reserves — Int/Div
Harbor Bond — Int/Div
Templeton Global Bond — Int/Div
Ishares S&P S00 Growth ETF — Int/Div — Sold (part)
Ishares S&P S00 Growth ETF — Sold (part)
Baird Aggregate Bond Fund Investor Cl — Int/Div — Buy (add'l)
Fidelity Management Trust Company - Non IRA Acct — Note in Part VII
Overland Park KS Go Intl Impt Bd 9/1/20 4% — Interest — Redeemed
Fudelity Government Cash Reserves — Int/Div
Templeton Global Bond — Int/Div
American Century Value Fund Class — Int/Div
Ishares Russell 1000 Value — Int/Div — Sold (part)
Ishares Trust Core MSCI EAFE ETF — Int/Div — Sold
Ishares Core S&P S00 Value ETF — Int/Div — Buy (add'l)
shares Core S&P S00 Growth ETF — Int/Div — Buy (add'l)
Oakmark International C1 — Int/Div — Sold
Doubleline Total Return Bond Fund (X) — Int/Div
Ishares S&P Midcap 400 Growth (X) — Int/Div — Sold (part)
Harding Loevner Emerg Mrkis Port Ady — Int/Div — Buy (add'l)
Harding Loevner Emerg Mrkis Port Ady — Sold (part)
TCW Core Fixed Income Class N — Int/Div — Sold
Ishares Core U.S. Aggregate Bond — Int/Div
Glenmede Small Cap Equity Ady — Int/Div — Buy
The Hartford Intl Oppt Fd Class — Int/Div — Buy
Ishares Inc Core MSC1 Emerging Mkts — Int/Div — Buy
A. Item #1 BJD Somers Family LLC - 1 am a member, | am not an officer or board member and | have no managerial responsibilities.

B. Items listed in #6 through #43 are all assets of Fidelity Management Trust Company IRA account identified in #5 above,

C. Items listed in #45 through #50 are all assets of Fidelity Management Trust Company IRA account identified in #44 above.

D. Items listed in #52 through #69 are all assets of Fidelity Management Trust Company non-IRA account identified in #51 above.

FE, Trem listed on #21 was converted from American Century Value Inv CL to American Century Value Fund Class 1

F. Item listed on #31 was converted from Wells Fargo Special Mid Cap Adm to Wells Fargo Special Mid Cap Class |

G. Item listed on #55 was converted from American Century Value Inv CL to American Century Value Fund Class |

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7281. Public record. Not legal advice.