# James L. Robart > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/21099 ## Record - **Judge:** James L. Robart - **Year:** 2009 - **Pages:** 11 ## Text Oak Harbor, WA Island Cnty Rental Property (2009 - $317,640) — Rent Bank of Washington Common Stock — None BROKERAGE ACCOUNT #1 Starbucks Common Stock — None Schwab Moncy Fund — Interest Silver Standard Common Stock — None MSC] Em. Mkts [-Shares — Int/Div MSC! EAFE Index Fund — Int/Div S&P 600 1-Shares — Int/Div Vanguard REIT Fund — Int/Div Boston Priv. Fin. Hldg, — Int/Div Gov't FHLBB Notes — Interest Doral Bank CD — Interest — Matured Morton Bank CD — Interest — Matured MB Financial CD — Interest Metro Bank CD — Interest MSCI EAFE Index 1-Shares — Int/Div — Buy (add'l) S&P 600 [Shares — Int/Div — Buy (add'l) TIPS 1Shares — None — Sold SW Bank of St. Louis CD — Interest Costco Com. Notes — Interest GE Capit. Notes — Interest GE Money Bank CD — Interest U.S. Treasury Strips — None S&P 500 I-Sharcs — Int/Div S&P 500 I-Sharcs — Buy (add'l) Capmark Bank CD — Interest — Buy Am. Century Ultra Mut. Fund — Int/Div MSC1 Em. Mkis Shares — Int/Div S&P 604 1 Shares — Int/Div BROKERAGE ACCOUNT #2 — 3 Uof IL Notes — Interest — Matured WA St. Health Bonds — Interest — Sold Gilbert AZ G.O. Bonds — Interest — Matured Maricopa AZ SD Bonds — Interest — Matured FOUNDATION # } Boeing Common Stock — Int/Div Exxon Mobil Common Stock — Int/Div G.E. Common Stock — Int/Div — Sold Merck Common Stock — Int/Div — Sold BP ADR — Int/Div PacCar lnc — Int/Div Bancroft Fund — Int/Div Eagle Mid Cap Fund — Int/Div — Buy (add'l) Eagle Mid Cap Fund — Buy (add'l) Keeley Sm. Cap. Fund — Int/Div — Buy (add'l) Keeley Sm. Cap. Fund — Buy (add'l) Thomberg Int'l Value FD — Int/Div — Buy (add'l) Eaton Vance Income FD — Interest — Buy (add'l) Chair of Board of Trustees, Whitman College Trustee, Foundation # 1 ins SN: oT od 2 2 © Liability — Bank of America — Credit Card Liability — Bank of America — Credit Card Liability — Whitman College — Multi-year pledge Reimbursement — Am. Conf. Inst — Scptember 22-23 2009 — Philadelphia, PA — Spoke at E-Discovery Workshop — Transportation, lodging, parking. meals Note # I: Foriner Brokerage IRAs #1 and #5 from 2008 reporting period were closed and investnents transferred to former Brokerage IRA #2 from 2003 reporting period. Former Brokerage IRA #2 from 2008 reporting period is now referred to as Brokerage IRA #1 for the 2009 reporting period. The cash account from Former Brokerage IRA #) from 2008 reporting period (Citibank Bank Deposit Program) was moved to the cash account in former Brokerage IRA #2 from the 2008 reporting period (Schwab Monzy Fund). Note # 2: Former Brokerage IRA #3 from 2008 reporting period is now refered to as Brokerage IRA #2 for the 2009 reporung period. Forner Brokerage IRA #4 from 2008 reporting period was closed and investments transferred to what is now Brokerage IRA #2 for the 2009 reporting period. The cash account from Former Brokerage IRA #4 from 2008 reporting period (Citibank Bank Deposit Program) was moved to the cash account in former Brokerage IRA #3 from the 2008 reporting period (Schwab Money Fund). Note 4 3: Brokerage Account #2 was clesed during 2009. It contained only cash at the end of the reporting period. Note # 4: Tamarack Money Fund replaced by brokerage firm with RBC Prime Money Fund. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21099. Public record. Not legal advice.