# Carolyn Baldwin McHugh

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32989

## Record

- **Judge:** Carolyn Baldwin McHugh
- **Year:** 2019
- **Pages:** 11

## Text

Wells Fargo Cash Accounts — Interest
Hercules Federal Credit Union — Interest
Voya Whole Life — Interest
401(k) #1 (H)
Small Cap Fund (SLLAX) — Int./Div.
Mid-Cap Fund (SEMCX) — Int./Div.
Mid-Cap Fund (SEMCX) — Buy (add'l)
Multi-Asset Income Fund (SIOAX) — Int./Div.
Multi-Asset Income Fund (SIOAX) — Buy (add'l)
Multi-Asset Income Fund (SIOAX) — Buy (add'l)
Core Fixed Income Fund (TRLVX) — Int./Div.
Core Fixed Income Fund (TRLVX) — Buy (add'l)
Core Fixed Income Fund (TRLVX) — Sold (part)
Int'l Equity Fund (SEITX) — Int./Div.
Int'l Equity Fund (SEITX) — Sold (part)
Int'l Equity Fund (SEITX) — Sold (part)
Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.
S&P 500 Index Fund (SSPIX) — Int./Div.
Large Cap Fund (SLGAX) — Int./Div.
Large Cap Fund (SLGAX) — Sold (part)
Large Cap Fund (SLGAX) — Sold (part)
High Yield Bond (SHYAX) — Int./Div.
High Yield Bond (SHYAX) — Sold (part)
High Yield Bond (SHYAX) — Sold (part)
Multi-Strategy Alt Fun (SMSAX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Sold (part)
Multi-Asset Accumulation Fund (SAAAX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Sold (part)
Dynamic Asset Allocation Fund (SDYAX) — Int./Div.
Dynamic Asset Allocation Fund (SDYAX) — Sold (part)
Dynamic Asset Allocation Fund (SDYAX) — Sold (part)
Government Fund (SEOXX) — Int./Div.
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Buy (add'l)
Government Fund (SEOXX) — Buy (add'l)
US Mgd Volatility Fund (SVOAX) — Int./Div. — Buy
US Mgd Volatility Fund (SVOAX) — Buy (add'l)
Global Mgd Vol Fund (SVTAX) — Int./Div. — Buy
Global Mgd Vol Fund (SVTAX) — Buy (add'l)
Short Duration Govt Fund (TCSGX) — Int./Div. — Buy
Ultra Short Bond Fund (SECPX) — Int./Div. — Buy
Zions Cash Accounts — Interest
JP MORGAN Chase Accounts — Interest
Utah Educational Savings Plan Accounts — None
Health Savings Account — Interest
SF 401(k) #1 - Principal SAM Conservative Growth R3 (USD) (PCGPX) — Int./Div.
SFY 401(k) #2 (H)
Large Cap Fund (SLGAX) — Int./Div.
Large Cap Fund (SLGAX) — Sold (part)
Mid-Cap Fund (SEMCX) — Int./Div.
International Equity Fund (SEITX) — Int./Div.
International Equity Fund (SEITX) — Sold (part)
Small Cap Fund (SLLAX) — Int./Div.
S&P 500 Index Fund (SSPIX) — Int./Div.
US Mgd Volatility Fund (SVOAX) — Int./Div. — Buy
Global Mgd Vol Fund (SVTAX) — Int./Div. — Buy
Core Fixed Income Fund (TRLVX) — Int./Div.
Core Fixed Income Fund (TRLVX) — Sold (part)
Emerging Mkts Equity Fund (SIEMX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Sold (part)
Short Duration Govt Fund (TCSGX) — Int./Div. — Buy
Ultra Short Bond Fund (SECPX) — Int./Div. — Buy
Multi-Strategy Alt Fund (SMSAX) — Int./Div.
High Yield Bond Fund (SHYAX) — Int./Div.
High Yield Bond Fund (SHYAX) — Sold (part)
Emerging Mkts Debt Fund (SITEX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Sold (part)
Government Fund (SEOXX) — Int./Div.
Government Fund (SEOXX) — Sold (part)
Multi-Asset Accum Fund (SAAAX) — Int./Div.
Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.
Dynamic Asset Alloc Fund (SDYAX) — Int./Div.
Dynamic Asset Alloc Fund (SDYAX) — Sold (part)
Multi-Asset Income Fund (SIOAX) — Int./Div.
Multi-Asset Income Fund (SIOAX) — Buy (add'l)
Sentry Fin'l Corpation — None
Sentry Capital Co. — Int./Div.
Sentry Investments — Int./Div.
Sentry Investments II — Int./Div.
Sentry Investments III — Int./Div.
SLC Innovation District I, LLC — Int./Div.
SLC Innovation District II, LLC — Int./Div. — Open
SLC Innovation District III, LLC — Int./Div. — Open
SLC Innovation District IV, LLC — Int./Div. — Open
Liberty Park Pulp LLC — Int./Div.
Agreement — 2005 — State of Utah - Defined Benefit Pension Plan
Spouse's income — 2019 — Sentry Financial Corporation - salary
Per the Committee's 9/1/2021 inquiry, this Amended Report now includes Column C(1) and C(2) for lines 17, 18, 25, 28, 39, 41, 43 and 44. Additionally, as to
LINE 47, Utah Educational Savings Plan-- This line item was inadvertently included in the 2019 Annual Report filed 8/11/2020 and was also included as line 46
of the 2018 Amended Annual Report filed 7/23/2019. However, no funds remained in this Plan after 2017.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32989. Public record. Not legal advice.