# William Eugene Davis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/34044

## Record

- **Judge:** William Eugene Davis
- **Year:** 2020
- **Pages:** 8

## Text

Checking acct. Whitney Bank Lafayette, LA — None
1/2 Interest-New Iberia,LA,office building & warehouse — Rent
Vanguard Short Term Tax Exe (1/2 interest) — Interest — Sold (part)
Short Term Tax Exempt Inv (VWSTX) — Dividend — Buy (add'l)
Short Term Tax Exempt Inv (VWSTX) — Distribution — Merged (with line 6)
Short-term Tax Exempt Admin (VWSUX) — Dividend
Regions Bank CD — Dividend
Edge Petroleum — Royalty
Charles Schwab Acct 1 (H)
Schwab Sweep Money Fund — Distribution
Virtus Foreign Opp (JVXIX) — Dividend
Vanguard Intl Explorer Fd (VINEX) — Dividend
Fidelity Latin America FD (FLATX) — Dividend
Matthews Asia Small (MISMX) — Dividend
Matthews Pacific Tiger INSTL (MIPTX) — Dividend
T Rowe Price New Asia Fd (PRASX) — Dividend
Oakmark International I (OAKIX) — Dividend — Merged (with line 18)
Oakmark International Fund Institutional Class (OANIX) — Dividend
Charles Schwab Acct 2 (H)
Schwab Sweep Money Fund — Dividend
Schwab Value Advantage Fund (SWVXX) — Dividend
Vanguard Div Growth Fd (VDIGX) — Dividend
Vanguard Total Stk Mkt (VTSAX) — Dividend
Vanguard Target Ret (VTINX) — Dividend
Charles Schwab Acct 3 (H)
Jensen Portolio (JENSX) — Dividend
IRA Contributory — None
Charles Schwab Acct 4 (H)
Schwab Sweep Money Fund — Dividend
Schwab Value Advantage Fund (SWVXX) — Dividend
Ishares Russell (IWD) — Dividend
Principal Midcap Inst (PCBIX) — Dividend
Spdr S&P 500 Etf (SPY) — Dividend
Spdr S&P 500 Etf (SPY) — Sold (part)
Vanguard Small-Cap Value Index Fund (VBR) — Dividend — Sold
IShares MSCI EAFE Value (EFV) — Dividend — Sold
Vanguard Dividend Appreciation Eft (VIG) — Dividend — Sold (part)
Schwab Emerging Market Equity ETF (SCHE) — Dividend
Energy Select Sector SPDR Fund (XLE) — Dividend — Sold
Cliffwater Corporate Lend (CCLFX) — Dividend
PIMCO Flexible Credit Income (PFLEX) — Dividend
Vanguard S&P Small Cap 600 Value ETF (VIOV) — Dividend — Buy
Vanguard FTSE Developed Markets EFT (VEA) — Dividend — Buy
FPA New Income (FPNIX) — Dividend — Buy
Vanguard Energy Index Fund (VDE) — 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
Part VII, Line28: It is noted that during the calendar year 2020, there were no IRA Contributions made.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/34044. Public record. Not legal advice.