# William J. Martini

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19810

## Record

- **Judge:** William J. Martini
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

EQUITABLE - SEP
BROKERAGE ACCOUNT #2
FEDERATED KAUFMANN FUND-R (FORMALLY FUND-K) — Distribution
BROKERAGE ACCOUNT ¢6 yumm
INVESCO EXCH TRAD FD PRFZ (formerly Powershares) — Int/Div
ISHARES TR MCS! EAFE FD — Int/Div
VANGUARD SHORT TERM BOND ETF — Int/Div — Buy
VANGUARD SHORT TERM BOND ETF — Sold (part)
INVESCO FTSE RAFI US PRF (formerly Powershares) — Int/Div — Sold (part)
INVESCO FTSE RAFI US PRF (formerly Powershares) — Sold (part)
CHARLES SCHWAB ADV CASH RESERVE PREM — Interest — Buy (add'l)
CHARLES SCHWAB ADV CASH RESERVE PREM — Sold (part)
IRA #7 IE
CHARLES SCHWAB ADV CASH RESERVE PREM — Int/Div — Buy (add'l)
CHARLES SCHWAB ADV CASH RESERVE PREM — Sold (part)
CAUSEWAY EMRG MKTS FD INSTL SHR — Int/Div
JANUS GLOBAL RESEARCHFDCL 1 — Int/Div — Sold (part)
ISHARES CORE S&P ETF — Int/Div — Buy (add'l)
ISHARES CORE S&P ETF — Sold (part)
INVESCO FTSE RAFI US 1000 ETF (formerly Powershares) — Int/Div — Buy (add'l)
INVESCO FTSE RAFI US 1000 ETF (formerly Powershares) — Buy (add'l)
INVESCO FTSE RAFI US 1000 ETF (formerly Powershares) — Sold (part)
SPDR S&P MIDCAP 400 ETF — Int/Div — Buy (add'l)
VANGUARD SHORT TERM BOND ETF — Int/Div — Buy (add'l)
VANGUARD SHORT TERM BOND ETF — Sold (part)
VANGUARD SHORT TERM BOND ETF — Sold (part)
INVESCO S&P 500 PURE GROWTH ETF {formerly Guggenheim) — Int/Div — Buy (add'l)
INVESCO S&P 500 PURE GROWTH ETF {formerly Guggenheim) — Sold (part)
INVESCO S&P 500 PURE GROWTH ETF {formerly Guggenheim) — Sold (part)
FIDELITY CAPITAL & INCM FD — Int/Div — Sold
ISHARES RUSSELL 1000 GROWTH ETF — Int/Div — Buy (add'l)
ISHARES RUSSELL 1000 GROWTH ETF — Sold (part)
DODGE & COX GLOBAL STK — Int/Div — Sold
ISHARES MCS! EAFE ETF — Int/Div — Sold (part)
VALLEY NATIONAL BANK — None
THE AXA EQUITABLE VARIABLE LIFE INSURANCE POLICY
Guaranteed Interest Account — Int/Div
EQ/Equity 500 Index — Int/Div
AXA Moderate - Plus Allocation — Int/Div
AXA Large Cap Growth Managed Volatility — Int/Div
EQ/Mid Cap Index — Int/Div
AXA International Value Managed Volatility — Int/Div
AXA Large Cap Value Managed Volatility — Int/Div
Charter Small Cap Value — Int/Div
EQ/Capital Guardian Research — Int/Div
EQ Equity S00 Index — Int/Div
EQ International Equity Index — Int/Div
Osler Health Management, Inc. {formerly MDClick Holdings LLC) — Int/Div
Trustee, Nicholas Martini Foundation
Trustee, John Cabot Umiversity
Income — 2018 — Nicholas Martim Foundation, Trustee — S22.000.00
THE NICHOLAS MARTINI FOUNDATION IS A 501(C)(3) CHARITABLE FAMILY FOUNDATION, ITS MISSION IS TO SUPPORT YOUTH HEALTH,

ENVIRONMENTAL, AND EDUCATION PROGRAMS.

AS A MEMBER OF THE BOARD OF TRUSTEES, 1 PARTICIPATE IN THE DECISIONS TO DISTRIBUTE THOSE FUNDS. THE TRUSTEES

ANNUALLY EVALUATE THE INVESTMENT POLICY FOR THE FOUNDATION. THAT POLICY IS IMPLEMENTED BY AN INDEPENDENT

MANAGER WHO HAS FULL DISCRETION WITH REGARD TO INVESTMENT DECISIONS. TRUSTEES DO NOT MAKE INVESTMENT DECISIONS.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19810. Public record. Not legal advice.