# William J. Fisher

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13736

## Record

- **Judge:** William J. Fisher
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

Schwab Markettrack All (SWEGX) — Int/Div
SPDR Dow Jones (DIA) — Int/Div
Altria Group Inc. (MO) — Int/Div
Donaldson Company (DCI) — Int/Div
Kraft Heinz Company (KHC) — Int/Div
McDonald's Corp. (MCD) — Int/Div
Mondolez (MDLZ) — Int/Div
Phizer Incorporated (PFE) — Int/Div
Phillip Morris International (PM) — Int/Div
Schwab S and P 500 Index Fund FD (SWPPX) — None — Buy (add'l)
Health Savings Account (H)
Money Market Account (see part VIII) — Interest
Individual Retirement Account Plan (H)
Vanguard Institutional Index Plus — Int/Div
IRA (H)
Pumam Inemational Equity Class A — Int/Div
Pumam Voyager Class A wk/a Putnam Growth Opptys — Int/Div
Columbia Seligman Global Technology Fund Class A (HGTX) — Int/Div
Columbia Select International Equity Fund Class A (NTAX) — Int/Div
Columbia Large Cap Growth Fund Class A (LEGAX) — Int/Div
Columbia Mid Cap Growth Fund Class A {CBSAX) — Int/Div
40K (H)
Vanguard Target Retirement 2025 Retirement Plus — None
IRA (H)
First American Class Prime Obligations Y)
Eaton Vance Funds Greater China Growth Fund — Int/Div
IRA(H)
Schwab Intemational Equity (SCHF) — Int/Div — Buy
Schwab Intemational Equity (SCHF) — Buy (add'l)
Schwab US Large Cap ETF (SCHX) — Int/Div — Buy
Schwab US Large Cap ETF (SCHX) — Buy (add'l)
Schwab US Small Cap ETF (SCHA) — Int/Div — Buy
Schwab US Small Cap ETF (SCHA) — Buy (add'l)
Charles Schwab Bank (bank account) — Interest
Pension Acount (US Bank)
2010 Cash Balance Plan (X) — Interest
Cash Balance Plan (pre-2002) (X) — Interest
Bank of America (bank account) — Interest
US Bank (bank accounts) — Interest
Schwab Brokerage/Sweep Account (X) — Interest
Mass Mutual (whole life insurance) — Int/Div
Commumty Faculty Member (similar to ad unct professor), Metropolitan State Lmiversaty
Liability — US Bank — credit cards mn normal course
Income — 1207 — State of Minnesota (teaching at Metropolitan State University two Semesters) — $12,192.12
Spouse's income — 2017 — US Bank National Association
1. As to the 401k listed on line 23 of Part VII, my wife was told there were no dividends by the plan administrator.

2. As to the Money Market account listed on line 12 of Part VII, it is assumedly FDIC insured as the state administrator cannot identify a specific money market.

3. The cash plans listed on lines 36 and 37 apparently consist of cash to be paid on retirement of my wife and were inadvertently left off previous disclosures.

They are administered only by her employer. She also apparently has a vested pension (inadvertently left off previous disclosures) which will be paid by her

employer monthly upon her retirement but there is no account so no value can be reported.

4. The investments of & dependent (in 2017 for the last time) in lines 28, 30, and 32 Part VIT are in an IRA (purchases on 12/13) but also in & regular investment

account (12/15 puchases). They are aggregated for the totals in lines 28, 30 and 32.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13736. Public record. Not legal advice.
