# Jeffrey Steven White

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/21668

## Record

- **Judge:** Jeffrey Steven White
- **Year:** 2009
- **Pages:** 12

## Text

ISHARES - S&P Euro 350 Index — Int/Div
Oppenheimer Intl Diverisfied Fund Class A — Int/Div — Note 2
Oppenheimer Global Fund Class A — Int/Div — Sold (part)
Oppenheimer Main Street Oppo. Fund Class A — Int/Div
Oppenhenmer Main Street Small Cap Fund Class B — Int/Div — Note 2
Oppenheimer Select Value Fund Cl A — Int/Div
Oppenheimer Equity Fund Class A — Int/Div — Sold (part)
Schwab Advisor Cash Preimer Swcep — Interest
Schwab Calif Tax Free Fund Sweep — None — Closed
SPDR Homebuilders ETF — Int/Div — Buy (add'l)
1Sharcs Dow Junes U.S Real Estate Index — Int/Div
Citibank MLD fund Linked to S&P 500 — Int/Div — Sold
Ally Bank CDs (fannerly GMAC) — Interest
Califorma St CA GO 5% — Interest — Buy
Lincoln Financial Annuity - Lincoln Choice Plus — None
Legg Mason Clearbndge Fundamental Value Fund Class B — Note 1
Goldinan Sachs Bank USA CDs
49 -Legg Mason Clearbridge Fundamento Value Fund Class A — from hne 46)
Citigroup IRA # 2 (formerly listed as Citibank) — Int/Div
Leggs Mason Clearbridge Value Fund Class B — Note
GE Money Bank CD
Charles Schwab - IRA Rollover (formerly listed as 401 K/IRA) — Dwy
Charles Schwab - IRA Rollover (formerly listed as 401 K/IRA) — Redeemed
Target Corp — Redeemed
Gift — Paul Dylliaco, Citibank - Smith Bamey — 4 Thckets to PGA SF golf tournament — $300.00
Note | Legg Mason investments name changed from Legg Mason Partners to Legg Mason Clearbridge in the current reporting penod

Note 2 These Oppenheimer Investments were converted to Class A from Class B funds by the investment holding company automatically during the current

reporting penod

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21668. Public record. Not legal advice.