# Autumn D. Spaeth

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29983

## Record

- **Judge:** Autumn D. Spaeth
- **Year:** 2019
- **Pages:** 8

## Text

Individual Assets (H)
Wells Fargo (cash) — Interest
Bank of America (cash) — Interest
New York Life Custom Whole Life Insurance — Dividend
Rental Property #1, Aliso Viejo, CA — Rent
Coin collection — None
Chevron Corp (CVX) — Dividend
IRA #1 (H)
ABERDEEN STD PLATINUM ETF (PPLT) — None
ABERDEEN STD SILVER ETF (SIVR) — None
ISHARES GOLD TRUST ISHARES (IAU) — None
SPDR GOLD TR GOLD SHS (GLD) — None
CAMECO CORP COM NPV (CCJ) — Dividend
SPROTT PHYSICAL GOLD TRUST (PHYS) — None
GOLD - BULLION BAR -- 5 OZ, (GB5) — None
SILVER - SILVER BAR -- 10 OZ. (SB10A) — None
GOLD - BULLION BAR -- 10 OZ. (GB10) — None
URANIUM ENERGY CORP (UEC) (Y)
RETIREMENT ACCT #1 (H)
Invesco Diversified Dividend Investor (LCEIX) — None — Sold
Manning & Napier Disciplined Value (MDVWX) — None — Buy
Vanguard Target Retirement Income Inv (VTINX) — None
Vanguard Total Bond Market Index Inv (BND) — None
Putnam Stable Value Fund 50 (cash equivalent) — None
RETIREMENT ACCT #2 (H)
Inv Govt & Agcy Prt (AGPXX) — Dividend
BROKERAGE #1 (H)
ISHARES SILVER TR (SLV) — None
FIRST MAJESTIC SILVER CORP (AG) — None
UNITED HEALTH GROUP (UNH) — Dividend
WHEATON PRECIOUS METALS CORP (WPM) — Dividend
BROKERAGE #2 (H)
First Majestic Silver Corp (AG) (X) — None
HSA #1 (H)
Vanguard 500 Index (VOO) — Dividend
Vanguard Equity Income (VEIPX) — Dividend
Vanguard Wellington Fund (VWELX) — None — Sold
529 #1 (H)
TIAA Principal Plus Interest Portfolio 2954 — None
529 #2 (H)
TIAA Principal Plus Interest Portfolio 2954 — None
Trustee, Trust #1 (no reportable holdings)
Judicial Board Member, Federal Bar Association - Orange County Chapter
Gift — Federal Bar Association, Orange County Chapter — Baseball tickets — $1,080.00
Liability — Nuvision Credit Union — Mortgage on Rental Property
Liability — FACTS Grant and Aid — Tuition Service
Spouse's income — 2019 — Beacon Healthcare (salary)
Spouse's income — 2019 — Optum Services (deferred executive compensation)
Part VII, line 4: "Dividend" is a term used by NYL to represent a partial return of premiums when there are excess funds generated by the pool of policy
holders. It is not indicative of underlying assets.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Supporting documentation for this report is not currently available. This report, therefore, is predicated upon the filer's best available information and belief.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29983. Public record. Not legal advice.