# Eileen S. Willett

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16097

## Record

- **Judge:** Eileen S. Willett
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

Bank of America accounts — Interest
AZ State Credit Union accounts — Interest
Menwest Credit Umion accounts — Interest
Maricopa County Deferred Compensation 457 (b)Plan (H)
Universal Life Insurance Plan 1: Nationwide Retirement Solutions — Interest
Nationwide Maricopa Fixed Option — Int/Div
mmm Restricted Stock Units (formerly Stock Options") — None
GE Capital Bank CDs (mature 2019) — Interest
Rental property #1, IEm— (2013 $286,500) — Rent — Sold — _
Charles Schwab IRA (H)
Apple, Inc. (APPL) stock, common — Int/Div
Intel Corp (INTC) stock, common — Int/Div
Invensense Inc (INVN) stock. common — None — Sold
PIMCO INCM CL D (PONDX) — Int/Div
Metropolitan West High Yield Bond M (MWHYX) — Int/Div — Sold
Doubleline Total Return BD FD CL N (DLTNX) — None — Sold
Ridgeworth SEIX Float Rate High Inc (SAMBX) — Int/Div
Blackrock Util & Infras (BUD — Int/Div
Schdwab Fundamental GLBL Real Eastate Index Fund (SFREX) — Int/Div — Buy
SPDR S&P Dividend ETF (SDY) (LY)
Schwab Fundamental US Large Co Index ISFINX(Y)
Sch US DIV Equity ETF (SCHD) (Y)
Vanguard Wellesley Income Fund Investor Share (VWINX) (Y)
Fudelity Contra Fund (FCNTX) (Y)
Gabelli Small Cap Growth Fund Cl AAA (GABSX)(Y)
mm 401(K) Plus Plan (H)
Tier Life Cycle Funds: Target Date 2020 — None — Sold
Tier Life Cycle Funds: Income Plus Life Strategy — None — Buy (add'l)
Tier Life Cycle Funds: Income Plus Life Strategy — Sold
Tier 2 Core Funds: Total Stock Market Index (Y)
Tier 2 Core Funds: Reit Index (Y)
Tier 2 Core Funds: Inf] Protected Bond (Y)
Tier 2 Core Funds: Interest Income Fund — None — Sold (part)
Tier 2 Core Funds: Interest Income Fund — Sold (part)
Tier 2 Core Funds: Interest Income Fund — Sold (part)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
Tier 2 Core Funds: Interest Income Fund — Buy (add'l)
S10. — Buy (add'l)
Tier 3 Expanded Choice Funds: Large-Cap Value Indx — None — Sold
Tier 3 Expanded Choice Funds: Small-Cap Value Indx — None — Buy
Tier 3 Expanded Choice Funds: Small-Cap Value Indx — Sold
Tier 3 Expanded Choice Funds: Long-Term Corp Bond (Y)
Tier 3 Expanded Choice Funds: European Stock Index — None — Buy
Tier 3 Expanded Choice Funds: pms — Int/Div — Buy
Tier 4 Mutual Fund Window: DFA Glob Real Estate (Y)
Tier 4 Mutual Fund Window: Vang Wellesley ADM — Int/Div — Sold
Tier 4 Mutual Fund Window: PIM ALL A ALL Auth! (Y)
Tier 4 Mutual Fund Window: Vang Star wy)
Tier 4 Mutual Fund Window: PIM EM Mkts BD Inst (Y)
Tier 4 Mutual Fund Window: PIM TOT RT Inst (Y)
Tier 4 Mutual Fund Window: Vang Intm INV GR ADM — Int/Div — Sold
Tier 4 Mutual Fund Window: VANG GNMA ADM — Int/Div — Buy
Tier 4 Mutual Fund Window: VANG GNMA ADM — Sold
Charles Schwab One Brokerage Account (Hy
Federated Short Term Income Inst Share (FSTIXKY)
US Treasury Note — Interest
AT&T Ine (T) stock, common (Y)
Getty Realty Corp New REIT (GTY) — Int/Div
GE Capital Retail BA NKA Synchrony Bank CD pm — Interest
Schwab Monthly Income FD Enhanced Payout (SWKRX) — Int/Div
Vova Prime Rate Trust (PPR) — Int/Div
pm Stock. Common (X) — None
Agreement — 2014 — Elected Officials Retirement Plan participant with the State of Arizona as a retired Superior Court Judge. no control
Agreement — 2014 — Arizona Department of Administration Dental plan participant through the Elected Officials Retirement Plan as a retired Superior Court Judge, no control
Income — 2015 — Elected Officials’ Retirement Plan--defined benefit peasion plan annual income received as a retired Superior Court Judge, State of Arizona — $93. 484 22
Spouse's income — 2015 — salary as employee py
The following investments reported in Part VII, denoted with (Y), were sold prior to the end of my initial reporting period and while | was exempt from reporting

transactions: #20-25, #30-32, #54, #57, #59-62, #67, #69.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16097. Public record. Not legal advice.