Mosaic Financial, Ltd. et al. v. Mutual Shareholder Services, LLC et al.

UNITED STATES DISTRICT COURT
NORTHERN DISTRICT OF OHIO
EASTERN DIVISION
MOSAIC FINANCIAL LTD., et al.,
Plaintiffs,
v.
MUTUAL SHAREHOLDER
SERVICES, LLC, et al.,
Defendants.
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Case No. 1:23-cv-2064
Judge J. Philip Calabrese
Magistrate Judge
Jennifer Dowdell Armstrong
ORDER AND DISCOVERY SCHEDULE
On review of the Magistrate Judge’s Report and Recommendation dated
December 5, 2025 (ECF No. 41), and without objection, the Court ADOPTS the
Report and Recommendation. Therefore, the Court sets the following schedule:
Fact Discovery Deadline: 	April 1, 2026
Initial Expert Reports: 	May 1, 2026
Rebuttal Reports: 	June 1, 2026
Expert Discovery Cut-Off: 	July 1, 2026
Defendants’ Motion for Summary
Judgment: August 3, 2026
Plaintiff’s Combined Cross-Motion
and Opposition: September 3, 2026
Defendants’ Combined Opposition
and Reply: October 5, 2026
Plaintiff’s Reply 	October 19, 2026
Case: 1:23-cv-02064-JPC Doc #: 42 Filed: 12/22/25 1 of 2. PageID #: <pageID>

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Further, Court leaves the referral to the Magistrate Judge open to direct and oversee
discovery and all other pretrial proceedings, except that the Magistrate Judge need
not prepare a report and recommendation on any dispositive motions.
J. Philip Calabrese
United States District Judge
Northern District of Ohio
SO ORDERED.
Dated: December 22, 2025
Case: 1:23-cv-02064-JPC Doc #: 42 Filed: 12/22/25 2 of 2. PageID #: <pageID>