# Susan Ritchie Bolton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13843 ## Record - **Judge:** Susan Ritchie Bolton - **Year:** 2016 - **Report type:** Annual - **Pages:** 14 ## Text IBM common stock — Int/Div Bank of America — Interest Memill Lynch Single Premium Life: Insurance — None US. Savings Bonds — None Virtus Strategic fkaVirtus Balanced Fund — Int/Div ML Retirement Plus-Annuitv(variable) — None AB GLBL THMTC GR PRT Blackrock High Yield BLK Basic Value VI BLK GLobal Alloc VI BLK Value Opport VI Invesco V1 Core Eqty Transamerica Landmark Annuity (variable) — None TA Jemison Growth TA Aegon High Yield Bond Fidelity-VIP Contrafund Portfolio Fidelity-VIP Mid Cap Portfolio TA Asset Allocation - Moderate AB Growth and Income Portfolio Allianz Franklin-Annuity (variable) — None AZL Oppenheimer Discovery Fund — Sold AZL Small Cap Index — Buy AZL MFS Mid Cap Value Fund — Sold AZL Mid Cap Index — Buy Templeton Growth VIP Fund AZL JPM Intl Opportunities — Sold AZL Intemational Index — Buy AZL INV Growth & Income — Sold AZL Russell 1000 Index — Buy AZL T.Rowe Price Capital App BlackRock Global Allocation Franklin Income VIP Fund Office condo-1/2 Int-Phx, AZ ("94 60,000-04 30.000) — None Fidelity Equity Dividend Income Fund — Int/Div Fidelity Magellan mutual fund — Int/Div Fidelity Value mutual fund — Int/Div Fidelity Asset Manager mutual fund — Int/Div Fidelity Puritan mutual fund — Int/Div Janus Balanced mutual fund — Int/Div Vanguard IRA (H) Total Stock Mrt Index Adm fka Total Stock Mrt Index Fd-see part VIII — Int/Div Growth Index Fund — Int Mhinois DFA zero coupon Muni Bond — None Arizona Elected Officials Retirement Plan — pension Keyport Keyannuity (fixed rate) — None Keyport Keyannuity (fixed rate) — None IRA ZI (HH) Total Stock Mrt Index Adm fka Total Stock Mkt Index Fd-see part VII — None BMO Harms Bank CD — Interest — Buy CIT Bank CD — Interest — Buy Wells Fargo Bank CD — Interest — Buy Wells Fargo Bank CD — Interest — Buy Medallion Bank CD — Interest — Buy Comenity Bank CD — Interest — Buy Enerbank LSA CD — Interest — Buy Medallion Bank CD — Interest — Buy Capital One CD — Interest — Buy Bank of Baroda CD — Interest — Redeemed First Niagra Bank CD — Interest — Redeemed Hapoalim Bank CD — Interest — Redeemed Santander Bank CD — Interest — Redeemed Comenity Bank CD — Interest Capital One Bank CD — Interest Amencan Express Centurian CD — Interest Capital One CD — Interest Ally Bank CD — Interest Ally Bank CD — Interest Compass Bank CD — Interest GE Capital Bank CD — Interest — Redeemed Discover Bank CD — Interest — Redeemed Ally Bank CD — Interest — Redeemed State Bank India CD — Interest — Redeemed Goldman Sachs Bank CD — Interest Verizon Communications — Int/Div Discover Bank CD — Interest — Redeemed Bank of America NA — Interest Pepsico common stock — Int/Div Yum Brands common stock — Int/Div Yum China Holdings, Inc — None — from lime 78) Oppenheimer Income Trust mutual fund — Int/Div Goldman Sachs Bank CD — Interest Sallie Mae Bank CD — Interest Motorola Solutions — Int/Div Discover Bank CD — Interest — Redeemed Vodafone common stock — Int/Div Blackrock Global Mutual Fund — Int/Div GE Capital Bank CD — Interest — Redeemed GE Capital Bank CD — Interest — Redeemed GE Capital Bank CD — Interest — Redeemed GE Capital Bank CD — Interest — Redeemed Goldman Sachs Bank CD — Interest Wal-Mart common stock — Int/Div US. Savings Bonds — None U.S. Savings Bonds — None US Savings Bonds — None Bank of America Dep Account Preferred — Interest IRA #2 (H) Blackrock GLB — Int/Div — Sold (part) Davis Global — Int/Div Direxon Index — Int/Div JPMorgan Global — Int/Div Morgan Stanley Bank — Interest First Trust NASDAQ — Int/Div — Sold IShares Global Tech — Int/Div Powershares BuvBack Achvrs — Int/Div Vanguard Value — Int/Div Vanguard Growth — Int/Div Vanguard FTSE Allworld — Int/Div Allianz Annuity (fixed rate) — Distribution Amencan General Annuity (fixed rate) — Distribution IShares Core S&P Small — Int/Div IShares 1-3 vear — Int/Div SPDR S&P mid-cap 400 — Int/Div SPDR S&P 500 — Int/Div Vanguard FTSE Emerging — Int/Div Vanguard Dividend - (see part VIII) — Int/Div Vanguard FTSE Developed — Int/Div — Sold First TR NASQ100 — Int/Div Guggenheim S&P S00 — Int/Div Shares Core S&P small — Int/Div Shares Russell mid-cap — Int/Div IShares MSC EAFE — Int/Div Shares Global Tech — Int/Div IShares 1-3 vear — Int/Div IShares MSC Emerging — Int/Div IShares Russell 2000 — Int/Div Powershares BuyBack — Int/Div SPDR S&P mid-cap 400 — Int/Div SPDR S&P 500 — Int/Div Vanguard Value — Int/Div Vanguard Growth — Int/Div Vanguard FTSE Emerging — Int/Div Vanguard Dividend — Int/Div Vanguard FTSE All World — Int/Div Vanguard FTSE Developed — Int/Div PowerShares Q0OQ Trust — Int/Div — Buy PowerShares S&P 500 — Int/Div — Buy Beal Bank CD — Interest — Buy Bank of China CD — Interest — Buy ZBNACD — Interest — Buy Ally Bank CD — Interest — Buy Managing Member, Building K LLC Agreement — 1989 — Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge) Liability — Merrill Lynch Single Premium Life — Cash value loan Income — 2016 — Arizona Elected Officials Retirement Plan — S68. 340.48 Part VII, line 116: This fund was acquired on October 30, 2014 and inadvertently omitted from my prior reports. Part VII lines 41 & 48: The fund was transfered from Vanguard IRA to IRA #1 Part VII: 1 cannot specifically list the amount of income camed during the reporting period for my annutities because none of the annuity companies provided detailed income information to me. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13843. Public record. Not legal advice.