Karen L. Strombom

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 36

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Federal Magistrate Judges Assocation
  • Federal Magistrate Judges Association
  • Federal Judges Association
  • State of Washington Department of Retirement Systems - retirement
  • Self-employed building designer
  • State of Washington Dept. of Retirement Systems - retirement

As filed

Judicial Retirement Account — Int/Div

US Large Cap Equity Fund

US Small Cap Equity Index Fund

Oppenheimer Equity Fund (TSA) — Int/Div

Jackson Nl Life (IRA) — Interest

Jackson Nr'l Life (TSA) — Interest

Strategic Portfolio Service Adv. (IRA) — Int/Div

Amenpnse Insured Money Market

Oppenheimer Global Opps-A Oppenheimer Funds

Col Acorn USA-A; Columbia Funds Group — Sold (part)

Frankhn Mutual Discovery

Opp Strategic Income

Eaton Low Duration-A Eaton Vance Group

MFS Intl. Value-A MFS Family of Funds

Blackrock Equity Dividend C1 A

Fidelity Advisor New Insights C1 A

AIM Invesco Bal. Risk

Blackrock Multi Asset . Investor

First Trust Cap Strength 22 (Y) — Redeemed

Fidelity Adv. Health Care Cl A (X) — Buy

IVY Mid Cap rowth Cl A (X) — Buy

IShares Core S&P SOO ETF (X) — Buy

Strategic Portfolio Service advantage, IRA — Int/Div

Ameriprise Insured Money market

Fid. Adv. High Income A

Fid. Adv. New Insights A

MFS Bond A MFS Family of Funds

Fid. Adv Strat Income-A

INV Real Estate <A Invesco Funds

AIM Invesco Bal. Risk

Blackrock Multi Asset Income

SPS Advantage with One Featurs — Int/Div

Ameriprise Insured Money Market

Inv. Tax Free Interm A Invesco Funds

KevBank Accounts — Interest

School Employees Credit Union Account XxX) — Interest

Officer and Member of the Board of Directors, Federal Magistrate Judges Assocation

Agreement — 1990 — PERS Il Retirement, State of Washington, pension at retirement

Reimbursement — Federal Magistrate Judges Association — March 11, 2015 — Washington D.C — Board Meeting — Meals and hotel

Reimbursement — Federal Magistrate Judges Association — September 15, 2015 — Washington D.C — Officers Meeting — Meals and hotel

Reimbursement — Federal Judges Association — April 13 «18,2018 — Washington, D.C — FIA Board of Directors Meeting — I ransportation, meals, hotel

Income — 2015 — State of Washington Department of Retirement Systems - retirement — $6,143.85

Spouse's income — 2015 — Self-employed building designer

Spouse's income — 2015 — State of Washington Dept. of Retirement Systems - retirement

Part VII, page 5, lines 20, 21 and 22 - These assets were purchased with money received from the sale of Col Acorn USA-A as reflected in line 10.

Part VII, page 5, line 19 - the money received from the redemption of the First Trust Cap Strength 22 was put into the Ameriprise Insured Money Marked

identified in line 8 on page 4,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.