# Patrick J. Walsh

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16507

## Record

- **Judge:** Patrick J. Walsh
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 7

## Text

Fidelity SEP IRA/Rollover IRA
IShares S&P 500 Growth ETF (IVW) — Int/Div — Sold
IShares S&P Value ETF (IVE) — Int/Div — Sold
IShares Core S&P Mid-Cap ETF (1JH) — Int/Div — Sold
IShares Core S&P Small Cap ETF (JR) — Int/Div — Sold
IShares Trust MSCI USA Minivolatility ETF (USMV) — Int/Div — Sold
IShares Trust Core MSCI EAFE ETF {IEFA) — Int/Div — Sold
IShares Inc Core MSC] Emerging Markets ETF (IEMG) — Int/Div — Sold
Betterment SEP IRA
US Large-Cap Value (VTV) — Int/Div — Buy
Emerging Market Bonds (VWOB) — Int/Div — Buy
US Total Stock Market (VTIH) — Int/Div — Buy
US Mid-Cap Value (VOE) — Int/Div — Buy
International Bonds (BNDX) — Int/Div — Buy
US Small-Cap Value (VBR) — Int/Div — Buy
US Corporate Bonds (LQD) — Int/Div — Buy
Developed Markets (VEA) — Int/Div — Buy
Emerging Markets (VWQ) — Int/Div — Buy
Emerging Markets Bonds (EMB) — Int/Div — Buy
US High-Quality Bonds (BND) — Int/Div — Buy
Self-directed SEP IRA with Provident Trust SEP
Santa Monica pu San Vicente LLC) — Int/Div
Beverly Hills (ym Oakhurst LLC) — Int/Div
Brentwood mmm Gorham LLC) — Int/Div
Brentwood (mmm Darlington LLC) — Int/Div
Santa Monica (gm San Vicente LLC) — Int/Div
Los Angeles mmm Amherst LLC) — Int/Div — Buy
The assets listed under Betterment SEP IRA im Part VII, Lines 10-20 were acquired by a direct IRA transfer of the assets listed under Fidelity SEP IRA/Rollover

IRA in Part VII, Lines 2-8. Thus, the Fidelity SEP IRA/Rollover IRA assets realized no capital gains.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16507. Public record. Not legal advice.