# Ross A. Walters > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15840 ## Record - **Judge:** Ross A. Walters - **Year:** 2017 - **Report type:** Annual - **Pages:** 7 ## Text Principal Ins. Cos, « IRA -- LifeTime 2020 Fund - Variable Annuity — Int/Div Principal Ins. Cos, - Common Stock — Int/Div Pfizer Common Stock — Int/Div Wells Fargo Bank - Cash Accounts — Interest Wells Fargo Bank - IRA — Interest Principal Ins, Cos, - IRA -- SAM Balanced Portfolio Fund — Int/Div Principal Ins. Cos - Var, Life Ins. -- SAM Bal. Portfolio Fund — Int/Div Trust #1 Harbor Int'l Fund Inst — Int/Div Pimco Total Return Fd. Inst — Int/Div Principal Preferred Sec. Fd — Int/Div Vanguard Inflation Protected Fd — Int/Div Vanguard Index Trust Small Cap — Int/Div Templeton Global Bond Fd — Int/Div — Sold Third Ave. Real Estate Value Fd — Int/Div — Sold (part) Tortoise Energy Infra. Corp. — Int/Div — Sold Vanguard Index Fds. Lg. Cap ETF — Int/Div SPDR Ser Tr S&P Div. ETF — Int/Div lvyHigh Inc. Fund Class — Int/Div — Sold Principal Midcap Blend Inst — Int/Div Principal High Yield Class — Int/Div — Sold (part) Principal Global Diversified Inc. Fd — Int/Div — Sold Vanguard Short Term Inv. Fd — Int/Div — Buy Vanguard Int. Term Bond Index Fd — Int/Div — Buy IShares Trust Core MSCI ETF — Int/Div — Buy Cash (Principal Money Market) — Interest Parts | and VIL Trust #1 is a testamentary trust. Trust #2 is a revocable inter vivos trust in which | have only a remainder interest. Neither |. my spouse, nor any dependent child is the grantor, Though 1 provided Part VII income, asset and transaction information for the trust in prior years, it is my understanding that under current regulations that information is no longer required. Part VI(1) -- The mortgage listed in last year's report was refinanced by the family member. 1 am not on the new mortgage. Part VID) 4) «= If no gain code is provided for a sale, a transaction resulted in a loss, Part VII (AKT) - Policy inadvertently omitted from 2015, 2016 reports, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15840. Public record. Not legal advice.