# Jeffrey Steven White

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23970

## Record

- **Judge:** Jeffrey Steven White
- **Year:** 2008
- **Pages:** 12

## Text

Schwab National Tax Exempt Money Mar ket Fund — None — to line 32)
ISHARES MSCI Eafe Index Fund — Int/Div
GMAC 0% Bond (formerly GM Corp Bond) — None
ISHARES DJ US Basic Materials — Int/Div
ISHARES Goldman Sach Tech 1 — Int/Div
ISHARES US Consumer Noncyclic — Int/Div
ISHARES US Consumer Cyclic — Int/Div
ISHARES DJ US Energy Sector — Int/Div
ISHARES DJ US Financial Sector — Int/Div
ISHARES DJ US Healthcare Sector — Int/Div
ISHARES DJ US Telecommunications — Int/Div
12. ISHARES DJ US Utilities Sector — Int/Div
Consumer Discrectionary Sector SPDR — Int/Div
Consumer Staples Select Sector SPDR Trust — Int/Div
Financial Select Sector SPDR — Int/Div
Health Care Select Sector SPDR — Int/Div
Industral Select Sector SPDR — Int/Div
Technology Select Sector SPDR — Int/Div
Legg Mason Partners Diversified Large Cap Growth Fund — Int/Div
ISHARES - S&P Euro 350 Index — Int/Div
Oppenheimer Intl Diverisfied Fund ClassB — Int/Div
Oppenheimer Global Fund Class A — Int/Div
Oppenheimer Main Street Oppo. Fund Class A — Int/Div
Oppenheimer Main Street Oppo. Fund Class B — Int/Div
Oppenheimer Main Street Small Cap Fund Class B — Int/Div
Oppenheimer Select Value Fund Cl A — Int/Div
Oppenheimer Equity Fund Class A — Int/Div
Safety First Trust CTF 2007-4 — None — Sold
Tiers Principal Protected (DJQ) — None — Sold
Tiers Principal Protected (NAS) — None — Sold
Schwab Advisor Cash Preimer Sweep — Interest — Open
Schwab Calif Tax Free Fund Sweep — Int/Div — from line 1)
SPDR Homebuilders ETF — Int/Div — Buy
iShares Dow Jones U.S. Real Estate Index — Int/Div — Buy
Citibank MLD fund Linked to S&P 500 — Int/Div — Buy
GMAC Bank CDs — Interest — Open
Orrick Investments 2000 LLC — Int/Div
Pollock Montgomery Washington Tower Inv estors II Partnership — Interest
Intercarp Limited Partnership — Int/Div
Lincoln Financial Annuity - Lincoln VIP Mc derate Profile — None
Lincoln Financial Annuity - Lincoln Choice Plus — None
Pollock 2007-2008 Independent Investors, L LC — Int/Div — from line 39)
Citicorp IRA #1 — Int/Div
MFS Total Return Fund A
Legg Mason Partners Fundamental Value Fund Class B
Goldman Sachs Bank USA CDs — Open
Safety First Trust CTF 2007-4 — Redeemed
Tiers Principal Protected — Sold
Citicorp IRA #2 — Int/Div
MFS Total Return Fund A
Leggs Mason Partners Value Fund Class B
GE Money Bank CD — Open
Safety First Trust CTF 2007-4 — Redeemed
Charles Schwab - 401K/IRA Plan — Int/Div
Schwab Money Market Fund
Bankof America Corp Bond — Redeemed
Chase Manhattan Corp Bond
Ford Motor Credit Note
General Motors Acceptance Bond — Redeemed
Citigroup Inc — Sold (part)
Coca-Cola Enterprises — Sold (part)
Merrill Lynch Corp Bonds — Redeemed
Counrtywide Home Loan — Sold
JP Morgan & Co Corp Bond (formerly JP Morgan & Co)
Household Finance HSBC Corp — Sold
Nation Bank Corp Bond — Redeemed
International Lease Finance Corp
Lehman Brothers Holdings — Redeemed
Morgan Stanley — Sold (part)
Target Corp
Phoenix Quarterly Bond — Redeemed
General Electric Corp Bond — Redeemed
Financial Select Sector SPDR
Goldman Sachs Group Inc Bond 4.5%
India Fund, Inc
Industrial Select Sect SPDR
ISHARESFTSE/Xinua China 25
Street Tracks Gold Trust — Sold
JP Morgan Chase and Co Bond (formerly JPM Chase Manhatten) — Sold (part)
Bellsouth Cap Funding
ISHARES - MSCI Australia Index
ISHARES - MSCI Canada Index
ISHARES - MSCI EAFE Index Fund
ISHARES - MSCI Emerging Markets Index
ISHARES - MSCI Japan Index
ISHARES - MSCI Malaysia Index
ISHARES - S&P Europe 350 Index
ISHARES - S&P Latin America 400 Index
ISHARES - Global Industrials
Phoenix Co 7.45% Preferred — Buy
Aetna Inc 7.875% Bond — Buy
Conoco Phillips Bond 4.4% — Buy
Disney (Walt) Company 6.375% Bond — Buy
Du Pont de Nemours 6.875% — Buy
General Electric Cap Corp 5.25% Bond — Buy
General Electric Capital Corp 6% Bond — Buy
Geneeral Electric Captial Corp 4.8% Bond — Buy
Goldman Sachs Group Inc 5.45% Bond — Buy
Hewlett-Packard Co 5.25% Bond — Buy
Honeywell International 6.125% Bond — Buy
PepsiCo Inc 4.65% Bond — Buy
Verizon Communications 4.35% Bonds — Buy
Wells Fargo & Company 6.375% Bond — Buy
Schwab IRA Account — Int/Div
Davis New York Venture Fund — Sold
John Hancock Perferred Income Fund — Sold
Pimco Corporate Opportunity Fund — Sold
Schwab Advisor Cash Premier - Sweep
Claymore/BNY BRIC EFT — Buy
Powershares QQQ Nasdaq 100 — Buy
iShares S&P 500/Barr Browth — Buy
iShares S&P Global 100 — Buy

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23970. Public record. Not legal advice.
