# Charles E. Erdmann > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9193 ## Record - **Judge:** Charles E. Erdmann - **Year:** 2017 - **Report type:** Final - **Pages:** 8 ## 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) SUNTRUST BANK CHECKING AND SAVINGS — Interest — Closed OPPORTUNITY BANK HELENA, MT CHECKING & SAVINGS — Interest — Buy (add'l) OPPORTUNITY BANK HELENA, MT CHECKING & SAVINGS — Buy (add'l) — HOUSE IN DC. MONTANA CITY BANK, CHECKING ACCOUNT — Interest — Open CHARLES SCHWAB IRA SCHWAB MM CASH — Int/Div AMERICAN CENTURY EQUITY GROWTH FUND — Int/Div — Buy (add'l) HARDING LOEVNER EMERGING MARKETS FUND 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 COLUMBIA SELECT LARGE CAP GROWTH FUND — Int/Div — Buy (add'l) ISHARES SELECT DIVIDEND ETF — Int/Div ISHARES CORE S&P MID CAPETF — Int/Div JANUS INVESTMENTS ENTERPRISE FUND — Int/Div VANGUARD REIT — Int/Div SZ ISHARES RUSSELL 2000 ETF — Int/Div ISHARES RUSSELL 2000 VALUE ETF — Int/Div OPPENHEIMER INTL GROWTH FUND — Int/Div — Closed VANGUARD FTSE DEVELOPED MARKETS — Int/Div — Buy (add'l) VANGUARD FTSE EMERGING MARKETS ETF — Int/Div METROWESTT/RBONDCL — Int/Div SPDR BARCLASYS SHORT TERM CORP BD ETF — Int/Div FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Int/Div BLACKROCK GLOBAL LONG/SHORT FUND — Int/Div — Closed BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO — Int/Div — Open BOSTON PARTNERS LONG/SHORT FUND — Int/Div GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND — Int/Div PRUDENTIAL GLOBAL REAL ESTATE FUND — Int/Div — Closed ISHARES GOLD TRUST — Int/Div US TRUST JOINT AGENCY ACCOUNT BANK OF AMERICA MONEY MARKET FUND — Int/Div — Sold (part) COLUMBIA DIVIDEND INCOME FUND — Int/Div COLUMBIA SELECT LARGE CAP GROWTH FUND — Int/Div — Buy (add'l) ISHARES SELECT DIVIDEND ETF — Int/Div JANLS ENTERPRISE FUND — Int/Div OPPENHEIMER INTL GROWTH FUND — Int/Div — Closed ISHARES RUSSELL 2000 ETF — Int/Div VANGUARD FTSE DEVELOPED MARKETS FUND — Int/Div — Buy (add'l) COLUMBIA SHORT TERM MUNICIPAL BOND FUND — Int/Div FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Int/Div Spouse's income — 2017 — STATE OF MONTANA RETIREMENT INCOME --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9193. Public record. Not legal advice.