# Lawrence Whalen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18540

## Record

- **Judge:** Lawrence Whalen
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 7

## Text

NMW Life Inc., 2 Whole Life Insurance Policies — Int/Div
Office Fumiture — None
Bank of America. Wash, DC, Mkt acct — Interest
Wells Fargo Bank, formerly Wachovia Bk, MKt accts — Interest
Burke & Herbert Bk and Trust Co. savings account — Interest — Closed
ING Direct — Interest
Northeast Investors Trust <IRA — Int/Div
Vanguard 500 Index Fund-IRA — Int/Div
Wells Fargo Bank, DLW account (X) — Interest
IRA at Merrill Lynch has following assets:
Bank of America. NA RASP sweep acct — Int/Div
BA RINA. RASP (IIAYY) sweep acct — Int/Div
Invesco Van Kampen Small Cap Value Fund C1 C(VSMCX) — Distribution — gan distributions
American Growth Fund of America C1 € (GFACX) — Distribution — gan distribution
Federated Kaufmann Fund C1 C(KALCX) — Distribution — gam 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 — 2015 — Fairfax County Public Schools, Substitute Teacher
Spouse's income — 2015 — St. Stephen's and St. Agnes School, Substitute Teacher
Column D(S), Part VII, Lines 13 through and including 18: Shows the type of distributions received during the year.

Part VII, line 7: 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/18540. Public record. Not legal advice.