# Marc L. Barreca > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29370 ## Record - **Judge:** Marc L. Barreca - **Year:** 2019 - **Pages:** 10 ## Text Washington Federal (Account) — Interest Seattle Credit Union fka Seattle Metro Credit Union — Interest Sound Credit Union (Account) — Interest Advisors Disciplined Trust Unit Investment Trust 1005 — Dividend — Sold American Century GNMA Fund — Dividend I shares MSCI Emerging Markets Fund — Dividend I Shares MSCI EAFE Index — Dividend IShares S&P Mid Cap 400 Index — Dividend IShares S&P Mid Cap 400 Value Index — Dividend IShares Trust Dow Jones — Dividend IShares S&P Small Cap 600 Index — Dividend IShares S&P Small Cap 600 Growth Index — Dividend IShares S&P Small Cap 600 Value Index — Dividend American Funds Captial Income Builder Fund — Dividend — Distributed (part) American Funds Income Fund of America — Dividend — Distributed (part) Credit Suisse Commodity Ret Strategy Fund — Dividend Lazard Developing Markets Equity Open Fund — Dividend Oppenheimer Developing Markets Fund — Dividend — Distributed (part) American Funds EuroPacific Fund — Dividend — Distributed (part) Artisian International Fund — Dividend — Distributed (part) American Funds Washington Mutual Investors Fund — Dividend — Distributed (part) Ford Motor Company — Dividend JHancock3 Disciplined Value Fund — Dividend — Distributed (part) Loomis Sayles Growth Fund — Dividend — Distributed (part) Lord Abbett Short Duration Income Fund — Dividend MFS Value Fund — Dividend — Distributed (part) Microsoft Corporation — Dividend Oracle Corporation — Dividend Russell Global Real Estate Securities Fund — Dividend Schwab Div Emerging Market Equity Fund — Dividend Schwab International Equity — None Schwab S&P 500 Index Fund — Dividend — Distributed (part) Schwab US Aggregate Bond — Dividend Schwab US Large Growth Fund — Dividend Schwab US Small Blend Index — Dividend Toyota Motor Corp ADR — Dividend Vanguard Intermediate Term Tax Exempt Bond Fund — Dividend American Funds Balanced Fund — Dividend — Distributed (part) PIMCO Foreign Bond Fund — Dividend — Distributed (part) Powershares QQQ — Dividend — Sold (part) Schwab Retirement Money Market Fund — Dividend — Merged (with line 52) Schwab US Mid Blend — Dividend SPDR S&P 500 — Dividend Vanguard REIT Index — Dividend Vanguard REIT Index Fund — Dividend The Tocqueville Phoenix Fund — Dividend — Distributed (part) Schwab US REIT Index — Dividend SSR Mining — None Baird Mid Cap Investors Fund — Dividend — Distributed (part) AAM Himco Short Duration Fund — Dividend Schwab Bank Sweep — Dividend — Sold (part) Schwab Investor Money Market Fund SWRXX — Dividend Schwab Value Advantage Money Market Fund SWVXX — Dividend — Buy Bank of America (Account) — Interest Reimbursement — American Bar Association Business Law Section Spring Meeting — 03/27/2019 to 03/29/2019 — Vancouver, Canada — Attendanace at ABA Business Law Section Spring Meeting — lodging, transportation, meals Reimbursement — Oregon Bar Association — 04/04/2019 to 04/06/2019 — Portland, OR — Annual Northwest Bankruptcy Institute CLE — lodging, transportatioin, meals, materials, and registration fee Reimbursement — National Conference of Bankruptcy Judges and the American Bar Association — 07/07/2019 to 07/10/2019 — New York, NY — Attendance at National Conference of Bankruptcy Judges — lodging, airfare, transportation and meals Cleaned up the Schwab cash positions. At the end of 2019 there were holdings in Schwab Bank, Schwab Value Advantage Money Market Fund (SWVXX) and the Schwab Investor Money Market Fund (SWVXX). Line 40 from last year was merged to line 52. On May 9, 2019 a number of mutual funds were swapped for the same underdlying fund but a share class with a lower Operating Expense Ratio, as follows, American Balanced, BALFX to AMBFX American Century GNMA, BGNMX to AGMHX PIMCO Intl Bond US, PFOAX to PFORX Oppenheimer Developing Markets, ODMAX to ODVYX Loomis Sayles Growth, LGRRX to LSGRX Lazard Developing Markets, LDMOX to LDMIX Artisan International, ARTIX to APDIX Income Fund of America, IFAFX to AMEFX EuroPacific Growth, AEGFX to AEPFX Capital Income Builder, CIBFX to CAIFX Vanguard REIT Index, VGSIX to VGSLX --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29370. Public record. Not legal advice.