# Robin M. Meriweather

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16022

## Record

- **Judge:** Robin M. Meriweather
- **Year:** 2016
- **Report type:** Initial
- **Pages:** 8

## Text

Wells Fargo Checking — Interest
Fidelity 401K (H)
FIDELITY US BOND INDX IS — Int/Div
VANGUARD DEV MKT IDX IS — Int/Div — Open
VANGUARD TARGET RET 2030 — Int/Div — Open
VANGUARD TARGET RET 2035 — Int/Div — Open
FIDELITY S00 INDEX INST — Int/Div
FIDELITY FREEDOM 2030 — Int/Div — Closed
FIDELITY FREEDOM 2035 — Int/Div — Closed
FIDELITY INTERNATIONAL INDEX PR — None — Closed
Virginia 529 College Savings Plan Aggresive Growth — None
Health Savings Account — Interest
Zions Bank Checking Accounts — Interest
Zions Bank Checking Accounts — Interest
Vanguard IRA Target Retirement 2040 — None — Sold (part)
Vanguard Roth IRA Target Retirement 2040 — None — from line 15)
Booz Allen ECAP 401k (H)
State Street Global Stable Value Fund — None
Bond Index Fund (state street global advisors) — None
State Street S&P S00 Index Fund — None
US Structured Research Strategy Fund (T Rowe Price) — None
Russell 1000 Value Index Fund (State Street Global Advisors) — None
Russell 1000 Growth Index Fund (State Street Global) — None
Russell Small Cap Index Fund (State Street Global) — None
Euro Pacific Growth Fund (American Funds) — None
EAFE Stock Index Fund (State Street Global) — None
Board member, D.C. Circuit Historical Society
Chur, Bylaws Commuttee, Jack and Jill of Amenca, Inc., Alexandna-Mt. Vernon Chapter
Agreement — 1/12007 — Continued participation in 401K program for Jenner & Block LLP managed by Fidelity; 1 receive no share of profits from the firm
Liability — Northwest Federal Credit Union — Vehicle loan
Spouse's income — 2016:2017 — Salary from employment at Booz Allen & Hamilton
In Part VII, on lines 4-6 and 8-10, | listed three Fidelity 401K mvestments as "Open" and three as "Closed," in the Transactions section. These transactions all

involve a change in 401k allocation for those holdings in my 401k, which are listed in my 401k statement as an "exchange." | have no recollection of specifically

making any changes to my asset allocation. Based on my reveiw of the Fidelity account, 1 believe that those exchanges occurred because the plan no longer

includes the assets that | had previously chosen, and thus the funds invested in those “closed” funds were automatically rolled over into the equivalent investment

holdings then available under the plan. None of the three "closed" funds are listed as currently available investment options for this 401k. The value listed is the

value of my investment in those assets on the date of the exchange.

In Part VII, on lines 15 & 16, the Transactions listed reflect the transfer of money from a traditional IRA into a Roth IRA. 1 selected "distributed (part)" and

"spinoft™ for the nature of those trunsactions because those were the closest descriptive terms that 1 found among the available options.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16022. Public record. Not legal advice.