# Terrence William Boyle > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32669 ## Record - **Judge:** Terrence William Boyle - **Year:** 2020 - **Pages:** 8 ## Text Coin collection — None Brokerage Account #2 (H) Fidelity Mutual Global Discovery Fund Cl C (see Part VIII) — Dividend Fidelity Mutual Global Discovery Fund Cl A (see Part VIII) — Dividend Cash in BB&T Investment brokerage account — Interest Prudential Insurance - Universal whole life policy — Interest RTP Federal Credit Union (deposit account) — Interest Wells Fargo Bank (deposit account) — Interest Truist Bank (deposit accounts) — Interest Trust (assets held in brokerage account) (H) Aberdeen Fds Emerging Markets Fund Institutional Class I — Dividend — Sold (part) Aberdeen Fds Emerging Markets Fund Institutional Class I — Sold Baird Fds Inc Aggregate Bd Fd Instl Shs Class I — Dividend — Sold Eaton Vance Ser II Income Fund Boston Cl I — Dividend — Sold Goldman Sachs Tr Finl Square Treas Instrs Fd Instl Cl — Dividend — Sold (part) Goldman Sachs Tr Finl Square Treas Instrs Fd Instl Cl — Sold American Funds Washington Mutual Fd F2 — Dividend — Sold (part) American Funds Washington Mutual Fd F2 — Sold MFS Ser Tr X Emerging Mkts Debt Fd Class I — Dividend — Sold Metropolitan West Fds Total Return Bd Fd Cl I — Dividend — Sold (part) Metropolitan West Fds Total Return Bd Fd Cl I — Sold JP Morgan Tr I Small Cap Equity Fund JP Morgan S/C Equity I — Dividend — Sold T Rowe Price Intl Fd Overseas Stk Fd — Dividend — Sold (part) T Rowe Price Intl Fd Overseas Stk Fd — Sold T Rowe Price Blue Chip Growth Fund — Dividend — Sold (part) T Rowe Price Blue Chip Growth Fund — Sold Touchstone Fds Group Tr Mid Cap Fund Institutional Class — Dividend — Sold Credit Suisse Commodity Return Strategy Fund Cl I — Dividend — Buy Credit Suisse Commodity Return Strategy Fund Cl I — Sold Lazard Funds Inc. US Equity Concentrated Port Inst — Dividend — Buy Lazard Funds Inc. US Equity Concentrated Port Inst — Sold Cash & Sweep Balance — Interest — Buy Cash & Sweep Balance — Sold Fidelity Investments Money Market Funds — Dividend — Buy First Citizens Bank (deposit account) — Interest — Open Trustee, Trust Income — 2020 — Farm crops — $2,906.00 Spouse's income — 2020 — Self-employed (artist) (see Part VIII) Part I - Positions - On March 8, 2019, the Trust was formed as a grantor trust with the filer as grantor and trustee. Assets forming the trust are reported in Part VII. Part III-B. - Non-Investment Income (spouse) - Spouse's business activities as a self-employed artist have been active off & on for several years. The business was not active during 2020. Part VII, Lines 3 & 4 - Starting in 2018, Class C shares held for 10 years or more are being automatically converted to Class A shares on a monthly basis. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32669. Public record. Not legal advice.