# William Eugene Davis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30233

## Record

- **Judge:** William Eugene Davis
- **Year:** 2019
- **Pages:** 8

## Text

Checking acct. Whitney Bank Lafayette, LA — None
1/2 Interest-New Iberia,LA,office building & warehouse — Rent
Vanguard Shrot Term Tax Exe (1/2 interest) — Interest
Short Term Tax Exempt Inv (VWSTX) — Dividend
Regions Bank CD — Dividend
Edge Petroleum — Royalty
CS #1818 (H)
Schwab Sweep Money Fund — Dividend
Virtus Foreign Opp (JVXIX) — Dividend
Vanguard Intl Explorer Fd (VINEX) — Dividend
Fedeility Latin America FD (FLATX) — Dividend
Matthews Asis Small (MISMX) — Dividend
Matthews Pacific Tiger (MAPTX) — Dividend — Merged (with line 15)
Matthews Pacific Tiger INSTL (MIPTX) — Dividend
T Rowe Price New Asia Fd (PRASX) — Dividend
Oakmark International I (OAKIX) — Dividend
CS #0844 (H)
Schwab Sweep Money Fund — Dividend
Louisiana Loc Govt (546280DL9) — Interest — Matured
Schab Charles Family FD (SWVXX) — Dividend — Spinoff (from line 20)
Vanguard Div Growth Fd (VDIGX) — Dividend — Distributed (part)
Vanguard Total Stk Mkt (VTSAX) — Dividend
Vanguard Target Ret (VTINX) — Dividend
CS #5184 (H)
Monlag & Caldwell Growth (MCGFX) — Distribution — Merged (with line 27)
Jensen Portolio (JENSX) — Dividend
Schwab IRA Contributory - cash — Dividend — Open
CS #7502 (H)
Schwab Sweep Money Fund — Dividend
Schwab Charles Family FD (SWVXX) — Dividend — Open
Ishares Russell (IWD) — Dividend
Principal Midcap Inst (PCBIX) — Dividend — Sold (part)
Spdr S&P 500 Etf (SPY) — Dividend — Sold (part)
Vanguard Small-Cap Value Index Fund (VBR) — Dividend
IShares MSCI EAFE Value (EFV) — Dividend — Sold (part)
Vanguard Dividend Appreciation Eft — Dividend — Sold (part)
Schwab Emerging Market Equity ETF (SCHE) — Dividend
Energy Select Sector SPDR Fund (XLE) — Dividend
Clifwater Corporate Lend (CCLFX) — Dividend — Buy
PIMCO Credit Income (PFLEX) — Dividend — Buy
Partner, Partnership composed of Michael R. Morton and me on property listed under Item VII. Partnership exists solely to own and rent real estate.
Liability — Whitney National Bank, successor to First National Bank, Lafayette, LA 70509 — An in rem mortgage (no personal liability) is in effect on office building and warehouse

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30233. Public record. Not legal advice.