# Sarah Evans Barker

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17442

## Record

- **Judge:** Sarah Evans Barker
- **Year:** 2011
- **Pages:** 7

## Text

Indianapolis Post Office Credit Union, Account — Interest
JP Morgan Chase Bank — Interest
EuroPacific Growth Fund, American Funds (Mutual Fund) (IRA #1) — Int/Div
BlackRock Global Allocation Fund, Inc (Mutual Fund) (IRA #1) — Int/Div
FIA Card Services NA RASP (IRA #1, cash eq) (formerly Merrill Lynch Retirement Reserves) — Interest — Please see note at Part VIII)
CISCO Systems, Inc., Common Stock — Int/Div
JP Morgan Chase Bank — Interest
Hartford Whole Life — None
Franklin Templeton Founding Funds (FFACX) (Mutual Fund) — Int/Div
General Electric Common Stock — Int/Div
Ivy Global Natural Resources A (Mutual Fund) (IRA #2) — None
Ivy International Core Equity A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Core Investment A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Science/ Technology A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors High Income A (Mutual Fund) (IRA #2) — Int/Div
Ivy Real Estate Securities A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Small Cap A (Mutual Fund) (IRA #2) — Int/Div — Part)
Waddell & Reed Advisors Asset Strategy A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Government Securities A (Mutual Fund) (IRA #2) — Int/Div — Sold
Waddell & Reed Advisors New Concepts A (Mutual Fund) (IRA #2) — Int/Div — Buy
IvyLimited-Term Bond A (Mutual Fund) (IRA #2) — Int/Div — Buy
D.rector 2001-2012, Immediate-Past President, as of 5/2010, Federal Judges Association
Board of Advisors, 1989-2012, Inch ana University --Purdue University at Indianapolis
Director 19596-2012, LU Health (nonprofit). Formerly Methodist Health Group, tormerly Clanan Health £
Director 2010-2012 ** (Please see note at Part Wii), Spencer Williams Foundation
D:.rector 2003-2012, Indiana Historical Society
Reimbursement — Federal Judges Association — 04/12-14/2011 — Washington, DC — Executive Comm/Board mtg — Air, lodging, and meals
Reimbursement — Federal Judges Association — 09/14-15/2011 — Washington, DC — Congressional reception — Air, lodging, and meals
Reimbursement — George Mason Univ. & Law Ctr. — 11/13-15/2011 — Arlington, VA — Civil Justice Symposium — Air, lodging, and meals
Spouse's income — IU Health Morgan Hospital -- Nonemployee compensation
Part I Positions(1-5, 7): The positions listed include the positions held for calendar year 2011 plus those held through

May 2012. In Financial Disclosures submitted in previous years, the positions were listed for the full calendar year (twelve

months total); however, in those past reports, including the 2010 Financial Disclosure, the reporting year was excluded.

Henceforth, the report will document positions for the full seventeen months.

Part I Positions(4): The Spencer Williams Foundation Directorship, an ex-officio position related to responsibilities as President

of the Federal Judges Association, was inadvertently omitted in the past and will be added to the Financial Discl. from now on.

Part VII Investments and Trusts (5): "FIA Card Services NA RASP" involves an aggregated and occasionally report-

able, temporary accumulation of IRA cash held as reserves and/or swept into deposit accounts in Merrill Lynch-allied

institutions. This is in essence a cash flow phenomenon which occurs to varying degrees within IRA account #1

prior to dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17442. Public record. Not legal advice.
