# Sarah Evans Barker > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11812 ## Record - **Judge:** Sarah Evans Barker - **Year:** 2012 - **Report type:** Annual - **Pages:** 7 ## Text Indianapolis Post Office Credit Union, Account — Interest JP Morgan Chase Bank — Interest EuwroPacific Growth Fund, American Funds (Mut Fund) (IRA #1) — Int/Div — Sold — note at Part VILL BlackRock Global Allocation Fund (Mutual Fund IRA #1) — Int/Div — Sold (part) — note at Part VIL BlackRock Global Allocation Fund (Mutual Fund IRA #1) — Sold (part) — note at Part VIL FIA Card Services NA RASP (IRA #1, cash eq) — Interest — note at Part VIL CISCO Systems, Inc.. Common Stock — Int/Div JP Morgan Chase Bank — Interest Hartford Whole Life — None Franklin Templeton Founding Funds (FFACX) (Mutual Fund) — Int/Div — Sold General Electric Common Stock — Int/Div Ivy Global Natural Resources A (Mutual Fund) (IRA #2) — Int/Div Ivy International Core Equity A (Mutual Fund) (IRA #2) — Int/Div Waddell & Reed Advisors Core Inv A (Mut Fund) (IRA #2) — Int/Div Waddell & Reed Advisors Sciences Technology A (MF)(IRA #2) — Int/Div Waddell & Reed Advisors High Income A (MutualFund) (IRA #2) — Int/Div Ivy Real Estate Securities A (Mutual Fund) (IRA #2) — Int/Div Waddell & Reed Advisors Small Cap A (Mutual Fund) (IRA #2) — Int/Div Waddell & Reed Advisors Asset Strategy A (Mut Fund) (IRA#2) — Int/Div Waddell & Reed Advisors New Concepts A (Mut Fund) (IRA #2) — Int/Div Ivy Limited-Term Bond A (Mutual Fund) (IRA #2) — Int/Div American Balanced Fund CL A (Mutual Fund IRA#I) — Int/Div — Buy BlackRock Low Duration Bond Fund CL A (Mutual Fund IRA#1) — Int/Div — Buy BlackRock Large Cap Core Fund A (Mutual Fund IRA#I) — Int/Div — Buy Franklin Templeton Balanced Fund (FBMOCX) (Mutual Fund) — Int/Div — Buy Director 2001-2013, Federal Judges Association Member, Board of Advisors, 1989-2013, Indiana University--Purdue University at Indianapolis Director 1996-2013, IU Health (nonprofit). Formerly Methodist Health Group; formerly Clasian Health Parters. Director 2010-2013, Spencer Wilhams Foundation Trustee, Board of Trustees 2003-2013, Indiana Historical Society Member, Board of Advisors 2005-2013, Spirit and Place, Community Festival Commussioner, Indiana Bicentenmal Commussion, 2011-2013, State of Indiana, Office of the Lt. Governor Gift — Larry Rudolech — T'wo pamtings gifted by artist im connection with other purchases — $1,000.00 Reimbursement — Federal Judges Assocation — May 8-10, 2012 — Washington, DC — Executive Comm/Board mtg — Air, lodgmg, and meals Reimbursement — American Bar Association — August 5-6, 2012 — Chicago, IL — Seminar — Mileage, lodging, and meals Spouse's income — 2012 — IU Health Morgan Hospital -« Nonemployee compensation Part VII, Investments and Trusts (3): This was an "exchange sale” within the American Fund family, with the corresponding “exchange buy” (of American Balanced Fund Inc CL A) reported at Line 22. Such an exchange sale "constitutes a redemption” according to the trade documents, and no reportable capital gains were generated or calculated as a result, susan Part VII, Investments and Trusts (4): These two partial sales each involved an "exchange sale” which “constitutes a redemption” within the BlackRock Fund family, with no reportable capital gains generated or calculated as a result. The two corresponding exchange buys are reported at Lines 23 (BlackRock Low Duration Bond CLA) and 24 (BlackRock Large Cap Core Fund A). rere Part VII, Investments and Trusts (6): "FIA Card Services NA RASP" involves an aggregated and occasionally reportable temporary accumulation of IRA cash held as reserves and/or swept into deposit accounts in Merrill Lynch-allied institutions. This cash flow phenomenon occurs to varying degrees within IRA account #lprior to dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced the dividends. Such underlying holdmgs are disclosed fully elsewhere in Section VIL --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11812. Public record. Not legal advice.