# Barbara McAuliffe > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19780 ## Record - **Judge:** Barbara McAuliffe - **Year:** 2018 - **Report type:** Annual - **Pages:** 10 ## Text Premier Valley Bank — Interest Charles Schwab (401K) Schwab US Tres. money fund — Interest Bank of America — Int/Div — Sold (part) Am Fund cap world growth — Int/Div Dodge&Cox IntlStck Fund — Int/Div — Sold AT&T — Int/Div Chevron — Int/Div Integrys Energy Crp Inc — Int/Div — Closed Johnson & Johnson — Int/Div Kinder Morgan Energy LP — Int/Div Kraft Foods — Int/Div — Sold Legg Batry Intl Eq ( — Int/Div — Sold "nM. Phazer Inc — Int/Div Southern Company — Int/Div Weingarten Rlty Invs SBI — None Wells Fargo & Co — Int/Div Sterne Agee Cas Tr Ser Treas Money marke fund — None — Closed Vanguard Balanced Index Fund — Int/Div Vanguard Total Stock Market Admiral Fund — Int/Div Vanguard 500 Index Fund Admiral — Int/Div VanguardMid-Cap Index Fund — Int/Div Vanguard LifeStrategy Conserv. Grwth — Int/Div — Buy (add'l) Vanguard Energy Fund Investor — Int/Div Vanguard Explorer — Int/Div Vanguard Cal Intermediate Tx Exempt — Int/Div Vanguard Wellesley Income — Int/Div Alcoa Inc — Int/Div Apphed Matenals Inc — Int/Div Cardinal Health Inc — Int/Div Costco wholesale Inc — Int/Div EMC Corp — None — with line 68) EOG Resources Ing — Int/Div Exxon Mobil Corp — Int/Div Gildan Activewear Inc — Int/Div Medtronic PLC — Int/Div Merck &Co — Int/Div Monsanto Co — Int/Div Schlumberger Ltd — Int/Div Stryker Corp — Int/Div Nuveen High Yield Muni Bond — Int/Div — Sold Arconic — Int/Div — from line 53) Dell Technologies — Int/Div General Electric — Int/Div — Buy Schwab Intermediate term bond fund (Schwab 401K) — Int/Div — Buy Schwab Fundamental US Large index (Schwab 401K) — Int/Div — Buy Schwab Fundament US Small index (Schwab 401K) — Int/Div — Buy Schwab Total Bond fund — Interest — Buy Schwab Fundamental US large index — Int/Div — Buy WEC Energy Group — Int/Div — from line 17) Schwab "Cash, Money Market and Deposit Account” — Int/Div — with line 41) Gift — necklace — $700.00 Gift — cruise — $5,000.00 Gift — trip to Morro Bay — $2,000.00 Reimbursement — ABA — 2416-2716 — San Diego, CA — Bar association meeting — airfare, food, and lodging (partial reimbursement) Reimbursement — ABA — 41/18 164/16/016 — Cumncinati, OH — Bar association meeting — airfare, food, and lodging (partial reimbursment) Reimbursement — ABA — 8/5/16-8/7/16 — San Francisco, CA — Bar association meeting — airfare, food, and lodging (partul reimbursment) Lines 53 and 67, Alcoa Corp split into 2 companies: Alcoa and Arconic. That is why is there a new "Arconic” stock without an associate "buy™ http://www .enbe.com/201 7/0 1/200whats-in-a-name-former-heavyweight-splits-into-arconic-and-alcoa. html Lines 57 und 68, EMC Corp merged into Dell Technologies in September 2016. https: //www nytimes.comvyideo/ business/dealbook/ | 0000000463 1627/dell-closes-67-billion-merger html ?rref=collection%2Frimestopic?2FEMC %20Corporationdeaction=click&contentCollection=business®ion=stream&module=stream_unit&version=latest&contentPlacement=3&pgtype=collection Line 20, is correcting the prior year (2015) report which should have recorded that | sold all of Kraft stock on 5/21/15 and 2015 finacial report erroneously recorded Kraft "sold (in part)” WEC Energy Group (line 75) scquired Integrys (line 17) approximately August 2016. http=//www.nasdaq.com/article/wec-energy-driven-by-integrys-deal- systematic-investments-cm668992. 1 could not get line 17 to accept the notation Line 48 - cach month is an additional buy, but there was no way to show monthly Lines 76 and 41 - assets were moved to Schwab accounts and the “cash” in line 41 account was moved to line 76 account (the Stern Acct was closed and the Schwab acct opened) Line 69 - purchased General Electric on 1/5/16 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19780. Public record. Not legal advice.