# Dale L. Somers > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7767 ## Record - **Judge:** Dale L. Somers - **Year:** 2011 - **Report type:** Annual - **Pages:** 10 ## Text Harbor Bond Fund BID Somers Family LLC — Distribution — Note in Part VII CM. Life Insurance Company — Interest CM. Life Insurance Company — Interest CM, Life Insurance Company — Interest Fidelity Management Trust Company - IRA Account — Int/Div — Note in Part VII U.S. Treasury Inflation Protection Notes Claymore Securities Defined Portfolios Vanguard GNMA Fund — Sold (part) Fidelity Cash Reserves Fidelity Contrafund Fairholme Fund — Sold Templeton Global Bond Fund Fidelity Focused High Inc Lazard Emerging Mkt — Sold (part) Arbitrage Fund — Sold (part) Arbitrage Fund — Sold Intrepid Small Cap Fund — Sold Royce Premier Fund SPDR Gold Tr Gold Fidelity GNMA Bond Harbor Bond Adm Fidelity Floating Rate High Inc — Sold Nuveen Tradewinds Value Opp — Buy Nuveen Tradewinds Value Opp — Sold Astow/River Road Independent Value — Buy Eaton Vance Altanta Cap Smid — Buy Wells Fargo Advantage Growth — Buy Wells Fargo Advantage Growth — Buy (add'l) Thomburg International Value — Buy Thomburg International Value — Buy (add'l) Ishares S&P Midcap 400 Growth — Buy shares S&P Midcap 400 Growth — Buy (add'l) Fidelity High Income — Buy FMI Large Cap Fund — Buy TCW Core Fixed Income — Buy Fidelity Management Trust Company - IRA Account — Int/Div — Note m part VIII Fidelity Cash Reserves Harbor Bond Arbitrage Fund — Sold Fidelity Management Trust Company - Non IRA Acct — Int/Div — Note m part VIII Johnson County Kansas Un Sch Dist No 2334.00: 9/1/16 Overland Park KS Go Intl Impt Bd 9/1/20 4% Fidelity Tax Exempt Money Market Fidelity Advisor New Insights Fairholme Fund — Sold Royce Premier Fund SPDR Gold Tr Gold — Sold (part) Lenexa Kans Go Ref Bds Ser. 20 9/1/18 3.25% Nuveen Tradewinds Value Opp — Sold (part) Nuveen Tradewinds Value Opp — Sold (part) Nuveen Tradewinds Value Opp — Sold Harbor Bond Adm — Sold Templeton Global Bond Fidelity High Income — Buy Fidelity Management Trust Company - Non IRA Acct — Int/Div — Note in part VII Fudehlity Tax Exempt Money Market Harbor Bond — Sold Templeton Global Bond — Sold SPDR Gold Tr Gold — Sold Fairholme Fund — Sold Intrepid Small Cap Fund — Sold Royce Premier Service — Sold Nuveen Tradewinds Value Opp — Sold Fidelity Floating Rate High Inc — Sold Aston/River Road Independent Va — Buy Eaton Vance Atlanta Cap Smid — Buy Wells Fargo Advantage Growth — Buy Ishares S&P Midcap 400 Growth — Buy ING - State of KS Def Comp Plan — Int/Div — Note in part VII Vanguard T. Retirement 2025 Spouse's income — 2011 — State of Kansas (Admimstration) ended 0107/11 Spouse's income — 2011 — Washbum University ( Adminstration) started OL 1/1] Part VIII - A. Item #1 BJD Somers Family LLC - 1 am a member. 1am not an officer or board member and | have no managerial responsibilities. B. Items listed in #6 through #36 are all assets of Fidelity Management Trust Company IRA account identified in #5 above. C. Items listed in #38 through #40 are all assets of Fidelity Management Trust Company IRA account identified in #37 above. D. Items listed in #42 through #55 are all assets of Fidelity Management Trust Company non-IRA account identified in #41 above, E. Items listed in #57 through #69 are all assets of Fidelity Management Trust Company non-IRA account identified in #56 above. F. Irem #71 is the asset of ING-State of Kansas Deferred Compensation Plan identified in #70 above, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7767. Public record. Not legal advice.