# Charles E. Erdmann

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8296

## Record

- **Judge:** Charles E. Erdmann
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 9

## Text

GENWORTH FINANCIAL ANNUITY — Interest — Buy (add'l)
NORTHWESTERN MUTUAL LIFE INS CASH VALUE OF POLICIES — Int/Div — Buy (add'l)
CAPITAL ONE BANK - CHECKING & SAVINGS — Interest — Sold (part)
OPPORTUNITY BANK (NAME CHANGE) CHECKING & SAVINGS — Interest — Buy (add'l)
CHARLES SCHWAB IRA
SCHWAB MM CASH — Int/Div
AMERICAN CENTURY EQUITY GROWTH FUND — Int/Div — Buy (add'l)
HARDING LOEVNER EMERGING MARKETS FUND — Int/Div — Buy (add'l)
PERKINS MID CAP VALUE FUND — Int/Div — Buy (add'l)
UMB SCOUT INTERNATIONAL FUND — Int/Div — Buy (add'l)
USTRUST IRA
US TRUST IRA - MONEY MARKET ACCOUNT — Int/Div — Sold (part)
BERKSHIRE HATHAWAY INCCLB — Int/Div
COLUMBIA CONTRARIAN FUND — Int/Div — Open
COLUMBIA DIVIDEND INCOME FUND — Int/Div — Closed
COLUMBIA SELECT LARGE CAP GROWTH FUND — Int/Div — Buy (add'l)
ISHARES CORE S&P MID CAP ETF — Int/Div
JANUS INVESTMENTS ENTERPRISE FUND — Int/Div
ISHARES RUSSELL 2000 ETF — Int/Div
TOUCHSTONE SMALL CAP GROWTH FUND — Int/Div — Buy (add'l)
DBX TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Open
OPPENHEIMER INTL GROWTH FUND — Int/Div
VANGUARD FTSE DEVELOPED MARKETS ETF — Int/Div
LAZARD EMERGING MKTS EQUITY PORTFOLIO — Int/Div
VANGUARD FTSE EMERGING MARKETS ETF — Int/Div
PRUDENTIAL SHORT-TERM CORP BOND FUND — Int/Div
METROWEST T/RBONDCL1 — Int/Div — Buy (add'l)
METROWEST T/RBONDCL1 — Sold (part)
PIMCO FOREIGN BOND FUND — Int/Div — Closed
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Int/Div
IVY ASSET STRATEGY FUND — Int/Div — Closed
PIMCO ALL ASSET FUND — Int/Div — Closed
BLACKROCK GLOBAL LONG/SHORT FUND — Int/Div — Open
GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND — Int/Div — Open
ROBECO BOSTON PARTNERS LONG SHORT FUND — Int/Div — Open
PRUDENTIAL GLOBAL REAL ESTATE FUND — Int/Div — Sold (part)
ISHARES GOLD TRUST — Int/Div
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND — Int/Div — Closed
ISHARES 20 YEAR TREASURY BONDS — Int/Div — Open
ISHARES 20 YEAR TREASURY BONDS — Closed
US TRUST JOINT AGENCY ACCOUNT
BANK OF AMERICA MONEY MARKET FUND — Int — Sold (part)
BANK OF AMERICA MONEY MARKET FUND — Sold (part)
COLUMBIA DIVIDEND INCOME FUND — Int/Div — Sold (part)
COLUMBIA DIVIDEND INCOME FUND — Sold (part)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Int/Div — Sold (part)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Buy (add'l)
COLUMBIA SELECT LARGE CAP GROWTH FUND — Buy (add'l)
JANUS ENTERPRISE FUND — Int/Div
TOUCHSTONE SMALL CAP GROWTH FUND — Int/Div
OPPENHEIMER INTL GROWTH FUND — Int/Div
VANGUARD FTSE DEVELOPED MARKETS FUND — Int/Div — Sold (part)
COLUMBIA SHORT TERM MUNICIPAL BOND FUND — Int/Div — Sold (part)
COLUMBIA SHORT TERM MUNICIPAL BOND FUND — Sold (part)
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Int/Div — Sold (part)
LAZARD EMERGING MARKETS PORTFOLIO FUND — Int/Div — Buy (add'l)
LAZARD EMERGING MARKETS PORTFOLIO FUND — Closed
PIMCO ALL ASSET FUND — Int/Div — Closed
Spouse's income — 2015 — STATE OF MONTANA RETIREMENT INCOME

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8296. Public record. Not legal advice.