# Ross A. Walters

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29985

## Record

- **Judge:** Ross A. Walters
- **Year:** 2019
- **Pages:** 7

## Text

Principal Ins. Cos. - IRA -- Diversified Growth Fund- Variable Annuity — Int./Div.
Principal Ins. Cos. - Common Stock — Dividend
Pfizer Common Stock — Dividend
Wells Fargo Bank - Cash Accounts — Interest
Wells Fargo Bank - IRA — Interest — Redeemed
Principal Ins. Cos. - IRA -- SAM Balanced Portfolio Fund — Dividend
Principal Ins. Cos - Var. Life Ins. -- SAM Bal. Portfolio Fund — Dividend
Trust #1
Vanguard Index Fds. Lg. -Cap ETF — Dividend
SPDR Ser Tr S&P Div. ETF — Dividend
Principal Midcap Blend Inst. — Dividend
IShares Trust Core MSCI Emerg Mkts ETF — Dividend
IShares Core 1-5 Bond ETF — Dividend
IShares Core MSCI/ETF — Dividend
IShares Floating Rate Bond ETF — Dividend — Sold (part)
IShares Core S&P Small-Cap — Dividend
Fidelity Advisor Total Bond Z — Dividend
Fidelity US Bond Index Inst 1 Prem — Dividend
AB High Income Advisor — Dividend — Sold (part)
Cash (Fidelity Gains Cash Reserves) — Interest
Trustee, Trust #1
Trustee, Trust #2
Spouse's income — 2019 — Iowa Public Employee Retirement System Annuity
Parts I and VII. Trust #1 is a testamentary trust. Trust #2 is a revocable inter vivos trust in which I have only a remainder interest. Neither I, my spouse, nor any
dependent child is the grantor. It is my understanding that under current regulations Part VII information is not required for Trust #2.
Part VII(D)(4) -- Sales listed resulted in a loss.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29985. Public record. Not legal advice.