# Michelle H. Burns

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30834

## Record

- **Judge:** Michelle H. Burns
- **Year:** 2018
- **Pages:** 13

## Text

Interest Checking Account Bank of America — Interest
Partnership - Burns Fulton — Distribution
Interest checking wells fargo bank — Interest
Fidelity Insvestments Brokerage Account (751)
Fidelity Cash Account — Interest
Blackrock Emerg Mkts — Dividend
Fidelivy Investments Managed Acct (502)
Fid. Intl Small Cap Opp — Dividend
Fid. Large Cap Stock — Dividend — Sold
Fed Adv Mega Cap Stock — Dividend — Buy
Fd. Conservativ Income Muni Bd cl 1 — Dividend — Sold
Strateg Adv Tax Sensitive SD — Dividend — Buy
Fid Sai Tax Free Bond Fund — Dividend — Buy
Acadian Emerg Mkts Port Invstr — Dividend — Buy
Lazard Emerging Mkts Equity Op cl shs — Dividend — Sold (part)
Mainstay Tax Free Bond Cl. A — Dividend — Sold (part)
Mainstay MacKay High Yield Muni Bd — Dividend — Buy
T Rowe Price Tax Free High Yield Adv — Dividend — Buy
T Rowe Price New Era — Dividend
BlackRock Natl Muni Fund — Dividend — Buy (add'l)
Franklin Fed. Tax Free Cl. — Dividend — Sold
IShares MSCI Emerg Mkts ETF — Dividend — Buy
IShares Russell Midcap Val — Dividend
IShares Russel Mdcp Grwth — Dividend
IShares Russell 1000 Val. — Dividend
IShares Russell 2000 ETF — Dividend — Sold
MFS Internl Value Fund — Dividend
SPDR S&P500 EFT Tr Unit — Dividend
Sector SPDR TR Shs Ben int — Dividend
Tmplton Global Bond cl A — Dividend
Vanguard FTSE Dev Mkt EFT — Dividend — Buy
Vanguard Sector Index FDS — Dividend — Buy
Vanguard Long Term Tax Expt Adm — Dividend — Buy
Vanguard Index FDS Midcap Growth — Dividend — Buy
Vanguard Index FDS Small Cap — Dividend — Buy
Vanguard Index FDS Growth — Dividend — Buy
Vanguard Index FDS Value — Dividend — Buy
Vanguard Index FDS Small Cap — Dividend — Buy
Wells Fargo Muni — Dividend — Buy
Artisan Int' Value Fund — Dividend
Oppenheimer Intl Bnd fd — Dividend — Buy
TRowe Price RealEst fnd — Dividend
Oppenhmer Dev Mkts fd — Dividend
Acadian Emg Mkts Port Invstr — Dividend
Harbor Int'l — Dividend — Sold
Oakmark Fund Invester Cl — Dividend — Buy
T-Rowe Pc Int'l stock — Dividend
Wasatch Frontier Emerging Small Cos — Dividend — Sold
Wells Fargo Special Mid Cap ADM — Dividend — Sold
Fidelity Municipal Money Mkt — Dividend
IShares Russell 1000 Growth ETF — Dividend
IShares S&P Smallcap 600 Value — Dividend — Sold
IShares S&P Smallcap 600 Growth ETF — Dividend
IShares Tr Eafe SML CP ETF — Dividend — Buy
IRA #1 (695)
Fidelity Small Cap — Dividend
Fidelity ContraFund — Dividend
Fidelity Equity Income — Dividend
Fidelity Dividend Growth — Dividend
Fidelity Export and intern'l — Dividend
Fidelity int'l discovery — Dividend
Nokia OYJ ADR — Dividend
Fidelity Cash Reserves — Interest
Yum! Brank Inc. — Dividend
Mathews China Fund — Dividend
Cisco SysInc — Dividend
General Electric — Dividend
Fidelity NASDAQ Composite INdex — Dividend
Fidelity Large Cap Value Enhanced INdex — Dividend
/Fidelity Equity Divident Income Fund — Dividend
VAnguard 500 Index FD Investor SHS — Dividend
IRA #2 (687)
Fidelity Contrafund — Dividend
Fidelity Equity Income — Dividend
Fidelity Equity Income II — Dividend
Fidelity 500 Index Premium C;ass — Interest
IRA #3 (R-840)
Spartan 500 Index FD Advantage Class — Interest
Intel Corp. — Dividend
IRA #4 (R - 832)
Fidelity Cash Reserves — Interest
IRA #5 (SEP 709) — Sold
Fidelity Stock Selector — Dividend
Fidelity Asset Mgr — Dividend
Fidelity ContraFund — Dividend
Fidelity Low Price Stock — Dividend
Fidelity Value Fund — Dividend
Fidelity Cash Reserves — Interest
Fidelity SEP IRA Managed Account (053)
Fid. SAI US Large Cap Index — Dividend
Fid. SAI Intern'l Index — Dividend
Fid. SAI Emerg Markets Index — Dividend
FIMM Govt. Portfolio Inst Cl — Dividend
AQR Managed Futures Fund CL N. — Dividend
Eaton Vance GL Macro Absolute RTRN — Dividend
Strategic Advsrs Core Fnd — Dividend
Strategic Advrs Grwth Fnd — Dividend
Strategic Advsrs Value Fnd — Dividend
Strategic Advsrs Emrng mkts — Dividend
Strategic Advsrs us oppt fnd — Dividend
Strategic Adv smll-mid cap — Dividend
Strategic Advsrs Internl fnd — Dividend
Strategic Adv shrt durtn fnd — Dividend — Sold (part)
Strategic Adv income oppty — Dividend
Strategic Adv core incm fnd — Dividend
Pimco total rtrn admin shs — Dividend
IRA #6
Blackrock Glbal — Dividend
Nationwide Retirement Solutions - deferred compensation acct
Fidelity Contrafund — Dividend — Sold
State Str. Eq S&P 500 — Dividend — Sold
Vanguard 500 Index Fund — Dividend — Buy
Fidelity 529 Education Account (773)
NH Portfolio 2015 — Dividend — Distributed
Reimbursement — Judiciary — 05/22/3018-05/25/2018 — 8 Girdwood, AK. — MJ Executive Board Meeting — hotel, ransportation, meals
Reimbursement — Judiciary — 06/11/2018-06/13/2018 — 8 El Paso, TX — Border Conference — hotel, transportation, meals
Reimbursement — Judiciary — 07/23/2018-07/26/2018 — 8 Anaheim, CA — Ninth Circuit Judicial Conf. — transportation, hotel, meals
Reimbursement — Judiciary — 08/25/2018-08/29/2018 — 8 Missoula, MO — Chief District Judges & Clerks' Conf. — transportation, hotel, meals
Reimbursement — Judiciary — 09/07/2018-09/08/2018 — 8 Tucson, AZ — District Judges Conference — transportation, hotel, meals
Reimbursement — Judiciary — 10/03/2018-10/05/2018 — 8 Tucson, CA — MJ Executive Board Meeting — transportation, hotel, meals
Reimbursement — Judiciary — 10/17/2018-10/19/2018 — 8 San Francisco, CA — Ninth Circuit Judicial Council Mtg. — transportation, hotel, meals
Spouse's income — 2018 — Burns, Nickerson, and Taylor, S-Corp. salary
Regarding Part VII, lines 109 to 112. Due to oversight, I did not realize the funds in my husband's deferred compensation/retirement account created by my
husband's prior employer, had changed from the Fidelity Contra and State S&P 500 investments to the Vanguard investment. I was able to determine that the
change from the State S&P fund occurred on the date listed in 2014, but am not sure when the Contra Fund was omitted, as statements older than 2013 are not
available online. If necessary, I could obtain that information.
Also, regarding Part VII, line 82. Due to oversight, I did not previously report that this SEP account was consolidated with my managed SEP account, ending in
-053 (line 89) in 2016.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30834. Public record. Not legal advice.
