# Mary J Schoelen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/20044

## Record

- **Judge:** Mary J Schoelen
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 8

## Text

USAA Income Stock Fund (Roth IRA) — Int/Div
Fidelity Spartan Intl Index Fund (FSPSX) (403(bh)) — Int/Div
Fidelity S00 Index Fund Premium Class {IRAVY)
Fidelity 500 Index Fund (FXAILX) (IRA) (X) — Int/Div
Vanguard Institutional Index Fund (403(b)) yr
Vanguard Inst 1dx Inst Plus (VIX) (403(b)) (X) — Int/Div
Vanguard Developed Markets Index Fund (403(bNn (LY)
Vanguard Til Intl Stk Idx Ins (VTSNX) (403(b) (X) — Int/Div
Vanguard Institutional Index Fund (401(a)) wy)
Vanguard Inst Idx Inst Plus (VINX) (401(a)) xX) — Int/Div
Vanguard Developed Markets Index Fund (401 an Y)
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (40a XX) — Int/Div
TIAA Traditional Fund — Interest
CREF Equity Index Fund — Int/Div
TIAA/CREF International Equity Index (403bNn(Y)
TIAA/CREF S&P 500 Index (403(b)) (Y)
TIAA Real Estate Fund — Interest
Mass Mutual S&P 500 Index Fd(Nrthrn Tr) (403(b)) — None
FIDELITY BROKERAGE ACCT
iShares EAFE Index exchange traded fund (EFA) — Int/Div
S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None
Fidelity Spartan 500 Index Mutual Fund (FUSVX }(Y)
Fidelity Fidelity 500 Index Fund (FXAIX) xX) — Int/Div
Fidelity Total Bond Fund (F1BFX) — Int/Div
"nM.
VANGUARD MUTUAL FUND ACCT
Total Stock Mkt Idx Adm (VTSAX) — Int/Div — Buy (add'l)
Total Bond Mkt Index Adm (VBTLX) — Int/Div — Buy (add'l)
MERRILL EDGE BROKERAGE ACCT
T Rowe Price Extended (PEXMX) — Int/Div
T Rowe Price Total (POMIX) — Int/Div
BANK ACCOUNTS
Bunk of America - Checking Acct — None
Ally Bank - Savings Account — Interest
Bank of America - Regular Savings Acct y)
US. TREASURY-DIRECT ACCOUNTS
Series Savings Bonds me — Interest — Sold (part)
Series Savings Bonds mmm — Interest — Sold (part)
Series Savings Bonds mmm — Sold (part)
Part VII, lines 3-4: All the funds m the Fidelity 500 Index Fund Premium Class, reported in 2017, were converted by the account servicer to the Fidelity S00 Index

Fund (FXAIX), on 11/2/2018. We had no input into this action.

Part VII, lines 5-6: All the funds in the Vanguard Institutional Index Fund, reported in 2017, were converted by the account servicer to the Vanguard Insititutional

Index Insitutional Plus Fund (VIITX) on 3/15/2018. We had no input into this action.

Part VIL, lines 7-8: All the funds in the Vanguard Developed Markets Index Fund, reported in 2017, were converted by the account servicer to the Vanguard Total

International Stock Index Fund Institutional (VTSNX) on 3/15/2018. We had no mput into this action.

Part VII, lines 9-10: All the funds in the Vanguard Institutional Index Fund, reported in 2017, were converted by the account servicer to the Vanguard Institutional

Index Insitutional Plus Fund (VIIIX) on 3/15/2018. We had no input into this action.

Part VII, lines 11-12: All the funds in the Vanguard Developed Markets Index Fund, reported in 2017, were converted by the account servicer to the Vanguard

Total Intemational Stock Index Fund Institutional (VTSNX) on 3/15/2018. We had no input into this action.

Part VII, line 14: My spouse's former employer reinvested a $17.47 dividend into his CREF Equity Index R3 holdings on 12/6/2018.

Part VIL, line 15: All the funds in the TIAA/CREF Intl Equity Index fund, reported in 2017, were converted by the account servicer to the Vanguard Total

International Stock Index Fund Institutional (VTSNX) on 3/15/2018, We had no input into this action.

Part VII, line 16: All the funds in the TIAA/CREF S&P 500 Index Fund, reported in 2017, were converted by the account servicer to the Vanguard Insititutional

Index Insitutional Plus Fund (VIX) on 3/15/2018. We had no input into this action.

Part VII, lines 24-15: All the funds in the Fidelity 500 Index Fund Premium Class, reported in 2017, were converted by the account servicer to the Fidelity S00

Index Fund (FXAIX), on 11/2/2018. We had no input into this action.

Part VII, line 39: The balance of this savings account fell below the reporting threshold by 12/31/2018.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20044. Public record. Not legal advice.