# James P Donohue

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17675

## Record

- **Judge:** James P Donohue
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 8

## Text

CAPITAL INCOME BUILDER B - CIBBX — Int/Div — Sold
ING FIXED FUND ACCOUNT — Interest
FIRST EAGLE SOGEN GOLBAL FD, CL CFESGX — None — Sold
FIRST EAGLE SOGEN FUNDS US VALUE FUND CLASS C FEV(CX — None — Sold
WELLS FARGO BANK DEPOSIT ACCOUNT — Interest — Closed
Pershing Government Money Market Account — Interest
SIERRA CORE RETIREMENT FUND SIRIX — Int/Div
PIMCO ALL ASSET ALL AUTHORITY FUND — Int/Div — Buy (add'l)
PIMCO ALL ASSET ALL AUTHORITY FUND CLASS C. PALCX — Int/Div — Sold (part)
PIMCO ALL ASSET ALL AUTHORITY FUND. CLASS C. PALUCX — Int/Div — Sold (part)
VANGUARD REIT INDEX FUND VGSLX — Int/Div — Buy (add'l)
VANGUARD REIT INDEX FUND VGSLX — Int/Div — Sold (part)
VANGUARD TOTAL INT. STOCK INDEX. VTGSX FUND. VGTSX — Int/Div — Sold (part)
VANGUARD TOTAL INT. STOCK VGTSX — Int/Div — Sold (part)
VANGUARD INDEX TRUST TOTAL STOCK VISMX — Int/Div — Sold (part)
VANGUARD INDEX TRUST. VISMX — Int/Div — Sold (part)
NUVEEN INVT TR II NSBCX — Int/Div — Sold
GOLDMAN SACHS TR INCOME BUILDER FUND. CLASS C GSBCX — Int/Div — Sold
INVESTMENT MANAGERS TR CENTER FUND. CLASS C — Int/Div — Sold
MAINSTAY FUNDS TR EPOCH GLOBAL EQUITY, CLASS C.EPSKX — Int/Div — Sold
VANGUARD SHORT TERM INVEST GRADE FUND VFSUX — Int/Div — Sold
Board of Directors, Special Olympics of Washington
Liability — Bank of America — Credit Card
Liability — US Bank — Line of Credit
Liability — Washington Federal — mortugage
Spouse's income — Group Health Cooperative monthly pension through the entire vear
Part VII, line 14 the Pershing Goverment Money Market account, it too is a sweep account. When dividends are received they are placed m this short term

account pending reinvestmenet. This happens throughout the year.

Part VII, line 18: VGRSX (reported on the 2013 FDR) was involved in a share class exchange on 10/27/14. Tt is now known at VGSLX. Acquisiiton is properly

reported in 2013 and in 2014.

Part VIL line 21: VTGSX was purchased on 04/17/13 for $16,501. Balance at end of year was $13,811. It does not appear it was on the 2013 Report when

acquired, The undersigned apologizes for the omission.

By letter dated August 11, 2015, the undersigned was advised that VGRSX which appeared on 2013 FDR did not appear on the 2014 Report. As indicated above,

in October 2014, the previously listed VGRSX now goes by teh symbol VGSLX.

By letter dated August 11, 2015, the undersigned was advised that VFSUX which appeared in the 2013 FDR does not appear on the 2014 Report, The VFSUX

investment was sold in its entirety on 08/25/14, rather tan a partial sale. The undersigned apologizes and has modified the 2014 Report at line 37 accordingly.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17675. Public record. Not legal advice.
