# William J. Martini

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30649

## Record

- **Judge:** William J. Martini
- **Year:** 2019
- **Pages:** 8

## Text

BROKERAGE ACCOUNT #2
FEDERATED KAUFMANN FUND-R (FORMALLY FUND-K) — Distribution
BROKERAGE ACCOUNT #6
INVESCO EXCH TRAD FD PRFZ (formerly Powershares) — Dividend — Buy (add'l)
ISHARES TR MCSI EAFE FD — Dividend — Buy (add'l)
VANGUARD SHORT TERM BOND ETF — Dividend — Sold
INVESCO FTSE RAFI US PRF (formerly Powershares) — Dividend
CHARLES SCHWAB ADV CASH RESERVE PREM — Interest — Buy (add'l)
CHARLES SCHWAB ADV CASH RESERVE PREM — Sold (part)
IRA #7
CHARLES SCHWAB ADV CASH RESERVE PREM — Dividend — Buy (add'l)
CHARLES SCHWAB ADV CASH RESERVE PREM — Sold (part)
CAUSEWAY EMRG MKTS FD INSTL SHR — Dividend — Buy (add'l)
JANUS GLOBAL RESEARCH FD CL 1 — Dividend — Sold
ISHARES CORE S&P ETF — Dividend — Sold (part)
INVESCO FTSE RAFI US 1000 ETF (formerly Powershares) — Dividend — Sold (part)
INVESCO FTSE RAFI US 1000 ETF (formerly Powershares) — Sold (part)
SPDR S&P MIDCAP 400 ETF — Dividend
VANGUARD SHORT TERM BOND ETF — Dividend — Sold
INVESCO S&P 500 PURE GROWTH ETF (formerly Guggenheim) — Dividend
ISHARES RUSSELL 1000 GROWTH ETF — Dividend — Sold (part)
ISHARES MCSI EAFE ETF — Dividend
T ROWE PRICE GLBL STK FD — Dividend — Buy
VALLEY NATIONAL BANK — None
THE AXA EQUITABLE VARIABLE LIFE INSURANCE POLICY
Guaranteed Interest Account — Dividend
EQ/Equity 500 Index — Dividend
AXA Moderate - Plus Allocation — Dividend
AXA Large Cap Growth Managed Volatility — Dividend
EQ/Mid Cap Index — Dividend
AXA International Value Managed Volatility — Dividend
AXA Large Cap Value Managed Volatility — Dividend
Charter Small Cap Value — Dividend
EQ/Capital Guardian Research — Dividend
EQUITABLE - SEP
EQ Equity 500 Index — Dividend
EQ International Equity Index — Dividend
Osler Health Management, Inc. (formerly MDClick Holdings LLC) — Int./Div.
Trustee, Nicholas Martini Foundation
Trustee, John Cabot University
Income — 2019 — Nicholas Martini Foundation, Trustee — $16,500.00
THE NICHOLAS MARTINI FOUNDATION IS A 501(C)(3) CHARITABLE FAMILY FOUNDATION. ITS MISSION IS TO SUPPORT YOUTH HEALTH,
ENVIRONMENTAL, AND EDUCATION PROGRAMS.
AS A MEMBER OF THE BOARD OF TRUSTEES, I PARTICIPATE IN THE DECISIONS TO DISTRIBUTE THOSE FUNDS. THE TRUSTEES
ANNUALLY EVALUATE THE INVESTMENT POLICY FOR THE FOUNDATION. THAT POLICY IS IMPLEMENTED BY AN INDEPENDENT
MANAGER WHO HAS FULL DISCRETION WITH REGARD TO INVESTMENT DECISIONS. TRUSTEES DO NOT MAKE INVESTMENT DECISIONS.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30649. Public record. Not legal advice.