# Mark D. Houle

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13380

## Record

- **Judge:** Mark D. Houle
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

Vanguard Intermediate Term Bond Fund (Rollover IRA #1) — Int/Div
Vanguard Intermediate Term Bond Fund {Roth IRA #2) — Int/Div
Vanguard Money Market — Int/Div
Wells Fargo Checking and Savings — Interest
Chase Checking and Savings — Interest
CA Scholarshare 529 Passive Age Based Portfolio. # 13-14 - 2040 — Int/Div
CA Scholarshare 529 Passive Age Based Portfolio, # 11-12 - 2939 — Int/Div
Trustee, The pm Trust dated as of December 7, 2005
Part 1.2: The only asset of the JI Trust was

+ which is not required to be reported pursuant to

the filing instructions, and which was sold on or about July 19, 2016, as part of a marital dissolution,

Part VII:

California Scholarshare, the administrator of 529 #1 and 529 #2 listed in rows 17 and 18, does not report dividends, only change in value. That is the amount

listed in box 17B(1) and 18B(1). Also, in preparing the 2017 report, reporting individual noticed an error in the asset description in boxes 17(A) and 18(A) in the

amended 2016 report filed March 31, 2018. In that report, box 17(A) should read "CA Scholarshare Passive Age Based Portfolio, # 13-14 - 2940", and box I8(A)

should read "CA Scholarshare Passive Age Based Portfolio, # 11-12 - 2939". The information listed erroncously refers to the 2018 asset classes.

The reported Wells Fargo and Chase Checking and Savings Accounts are of reporting individual only and exclude accounts of ex-wife pursuant to marital

dissolution. Date of separation is January 31, 2016, and effective date of divorce is March 19, 2018.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13380. Public record. Not legal advice.