# Lawrence Whalen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17845

## Record

- **Judge:** Lawrence Whalen
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 6

## Text

NMW Life Inc. 2 Whole Life Policies — Int/Div
Office Fumiture
Bank of America, Wash., D.C. Mkt acct — Interest
Wells Fargo Bank, Mkt accts — Interest
Capital One 360, formerly ING Direct — Interest
Northeast Investors Trust - IRA — Int/Div
Vanguard S00 Index Fund - IRA — Int/Div
Wells Fargo Bank, DLW account (X) — Interest
IRA at Merrill Lynch has the following ASSOLS
Bank of America. NA RASP sweep acct — Int/Div
BA RIN.A. RASP (IIAYY) sweep acct — Int/Div
Invesco Van Kampen Small Cap Value Fund C1 C(VSMCX) — Distribution — gain distributions
American Growth Fund of America C1C (GFACX) — Distribution — Capital gain distrib
Federated Kaufmann Fund Cl C(KALCX) — Distribution — gan distribution
Invesco Van Kampen Equity & Income C1 C (ACERX) — Int/Div — Capital gain distrib
Eaton Vance Large Cap Value Fund C1( (ECSTX) — Int/Div — Capital gain distrib
Blackrock Global Allocated FD Inc. (MCLOX) — Int/Div — Capital gain distrib
Spouse's income — 2017 — St. Stephen's and St. Agnes School, Substitute Teacher
Column D(S), Part VIL, Lines 12 through and including 17: Shows the type of distributions received during the year.

Part VII, Line 6: Northeast Investors Trust - IRA: This is an IRA account invested entirely in shares of Northeast Investors Trust, a widely held no load fund

traded under the ticker symbol NTHEX.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17845. Public record. Not legal advice.