# Dennis J. Hubel

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18107

## Record

- **Judge:** Dennis J. Hubel
- **Year:** 2014
- **Report type:** Final
- **Pages:** 11

## Text

Charles Schwab Bank NA — Interest
Vanguard Growth Index Fund (VUG) — Int/Div
VANGUARD REIT INDEX FUND INVESTOR SHARE (VGSIX) — Int/Div — Sold (part)
VANGUARD VALUE INDEX FUND INVESTOR SHARE IVIVAX) — Int/Div — Sold (part)
ARTISAN INTERNATIONAL FUND (ARTIX) — Int/Div
PIMCO REAL RETURN FUND CLASS D {PRRDX) — Int/Div — Sold (part)
VANGUARD SMALL CAP VALUE INDEX FUND (VISVX) — Int/Div
VANGUARD SMALL CAP GROWTH INDEX FUND (VISGX) — Int/Div
PIMCO TOTAL RETURN FUND CLASS DPTTDX) — Int/Div — Sold (part)
PIMCO TOTAL RETURN FUND CLASS DPTTDX) — Sold
VANGUARD EMERGING MARKETS STOCK INDEX FUNDI(VEIEX) — Int
VANGUARD INTERNATIONAL VALUE FUNDI(VTRIX) — Int/Div
ISHARES RUSSELL MIDCAP VALUE INDEX FUND (IWS) — Int/Div
Metropolitan West Total Retrun Bond Fund (IMWTRX) — Int/Div — Buy
Bank of America, Portland, Oregon — Interest
Trust #1 — Int/Div
DFA US Small Cap Value DFSVX
Vanguard Growth Index VIGSX
DFA Emerging Markets Portfolio Fund DFEMX
DFA Intemational Small Company Portfolio Fund DFISX
DFA Intemational Value Portfolio Fund DFIVX
DFA US Large Cap Value Portfolio Fund DFLVX
DFA US Micro Cap Portfolio Fund DFSCX
DFALS Large Co Inst] (DFUSX)
DFA Global Real Estate (DFGEX)
PIMCO Foreign Bond Fund (PFORX) — Buy
Oregon State FACS Auth Bond due 11012015
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold (part)
SGNMA PL 737359 5% due 3/15/40 — Sold
Colorado ST BLD 3.728% due 03/15/15
Chemeketa Oregon GO UTX Due 06/15/16 — Sold (part)
NY State Dormitory Authority 5.202% due 02/1526 — Buy
Bear StearmsCos 5.55%mnotes due 01/22/17
Tualatin Hills 4.25% GO UTX due 06/0120
Portland OR Urban note 5% due 06/15/19 — Sold (part)
Orlando & Orage CN 5% due 07/01/25 — Buy
Intermountain PW 4.45% Rev Bond due 07/01/19 — Sold
Morgan Stanley 4.75% due 03/22/17 — Buy
US Treasury Note 2.0% due 07/31/20 — Buy
US Treasury Note 2.0% due 07/31/20 — Buy (add'l)
Co Hith Fa REV 5% due 02/01/22 — Buy
American Int'l Group 5.85% due 01/16/18 — Buy
Amer Tower Corp 4.5% due 01/15/18 — Buy
FHLB 5% due 11/17/17
FHLB 0.375% due 06/24/16 — Sold
Oregon State Dept of Trans 4.0% due 11/1520
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA PL 931739 4% due 08/01/24 — Sold (part)
FNMA 1.375% due 11/15/16 — Sold (part)
FNMA 1.375% due 11/15/16 — Sold
Monsanto Company 5.125% due 08/15/18 — Buy
USBancorp Bond 4.125% due 5/24/21 — Sold
Oregon State G.O. Bond 5% due 5/1/25 — Sold
Lane County Schools Bond 4.0% due 615/16
Oregon ST for issue GO LTX 5% due 05/0125
US Treasury Note 1.5% due 07/1/16 — Sold
US Treasury Note 2.125% due 06/3621 — Buy
Wells Fargo & Co. 3% due 01/22/21 — Buy
Macy's Retuil Holding 7.875 % due 01515 — Sold
Schwab Money Market
Trust #3; — Int/Div
Asso Energy Comp.
Barclay's 0-5 year TIPS (STIP) — Sold
Diamond Hill Large Cap (DHLRX)
Diamond Hill Small Cap (DHSIX) — Sold (part)
Invesco Developing Markets (GTDY X) — Sold
Metropolitan West Total Return (MWTIX) — Sold (part)
MFS Value (MENX)
PIMCO Total Return (PTTPX) — Sold
PIMCO Foreign Bond Fund (PFBGX) — Sold
Oakmark International Samll Cap {OAKEX) — Sold
The Oakmark Int] Fund (OAKIX) — Sold
Vanguard Growth ETF (VUG)
SPDR DJ Wilshire Global Real Estate (RWO)
Blackrock Multi Asset Fund (BIICX) — Buy
MFS Massachusetts Invest Fund (MGTIX) — Buy
ISHARES Russell Midcap (IWR) — Buy
Vanguard Value ETF (VTV) — Buy
First Eagle Global (FESGX)
Executive Committee Member, J. R. Campbell American Inn of Court
Bowrd Member, United States District Court of Oregon Historical Society
Liability — Bank of America — Credit Card
VIL INVESTMENTS AND TRUSTS

Item | -- CHARLES SCHWAB BANK NA: This is a rollover of my retirement account from my former law firm, | rolled this account over to a new personal

account T opened at Schwab noted as Item | in Section VII and the funds remained in a money market account at Schwab until invested as shown in Items 2-15 in

Section VII, with a small money market portion listed in Item 1.

Item 16. BANK OF AMERICA: This is a joint interest bearing checking account. The only transactions are unreportable deposits and withdrawals,

Item 17 —- TRUST #1: During calendar year 2004, [ENN :¢ | became successor trustee to Jf] trust. The beneficiary is [EGG_—

for There are many contingent beneficiaries, some of whom include [RG - od potentially [lj The Trust's assets ure listed in

items 18-81.

Items 28-80 consist of several different bonds with different interest rates and dates of maturity in the entities listed. The transactions are listed separately for the

bonds of each entity. The bonds were sold and/or redeemed and the funds reinvested in the bonds purchased us shown. Some of the proceeds were also used to

pay the monthly distributions to the Trust's income beneficiary, my mother-in-law, and to pay the fees of the investment advisor.

Item 81 is a money market fund within Trust #1 used to pay expenses of the Trust and from which to make distributions to the beneficiary. The only transactions

are unreportable deposits and withdrawals,

Item 82 is Trust #3 which was established in December of 2011 and the securities were transferred into it from a previous Trust #2 (see my 2012 report) in 2011

with me as Trustee of Trust #3. The assets of Trust #3 are items #83-100. This Trust carries out the wishes of [MN 2nd is for the benefit of JN-

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18107. Public record. Not legal advice.