# Carolyn Baldwin McHugh

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/34099

## Record

- **Judge:** Carolyn Baldwin McHugh
- **Year:** 2020
- **Pages:** 12

## 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.
Small Cap Fund (SLLAX) — Buy (add'l)
Small Cap Fund (SLLAX) — Sold (part)
Small Cap Fund (SLLAX) — Buy (add'l)
Small Cap Fund (SLLAX) — Sold (part)
Mid-Cap Fund (SEMCX) — Int./Div.
Mid-Cap Fund (SEMCX) — Buy (add'l)
Mid-Cap Fund (SEMCX) — Sold (part)
Multi-Asset Income Fund (SIOAX) — Int./Div.
Multi-Asset Income Fund (SIOAX) — Sold (part)
Multi-Asset Income Fund (SIOAX) — Buy (add'l)
Core Fixed Income Fund (TRLVX) — Int./Div.
Core Fixed Income Fund (TRLVX) — Sold (part)
Core Fixed Income Fund (TRLVX) — Sold (part)
Core Fixed Income Fund (TRLVX) — Buy (add'l)
Int'l Equity Fund (SEITX) — Int./Div.
Int'l Equity Fund (SEITX) — Buy (add'l)
Int'l Equity Fund (SEITX) — Sold (part)
Int'l Equity Fund (SEITX) — Buy (add'l)
Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.
Multi-Asset Inflation Managed Fund (SIFAX) — Sold (part)
Multi-Asset Inflation Managed Fund (SIFAX) — Buy (add'l)
S&P 500 Index Fund (SSPIX) — Int./Div.
S&P 500 Index Fund (SSPIX) — Sold (part)
Large Cap Fund (SLGAX) — Int./Div.
Large Cap Fund (SLGAX) — Sold (part)
Large Cap Fund (SLGAX) — Buy (add'l)
High Yield Bond (SHYAX) — Int./Div.
High Yield Bond (SHYAX) — Sold (part)
High Yield Bond (SHYAX) — Buy (add'l)
Multi-Strategy Alt Fun (SMSAX) — Int./Div.
Multi-Strategy Alt Fun (SMSAX) — Sold (part)
Multi-Strategy Alt Fun (SMSAX) — Buy (add'l)
Multi-Strategy Alt Fun (SMSAX) — Sold (part)
Emerging Mkts Equity Fund (SIEMX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Sold (part)
Emerging Mkts Equity Fund (SIEMX) — Buy (add'l)
Multi-Asset Accumulation Fund (SAAAX) — Int./Div.
Multi-Asset Accumulation Fund (SAAAX) — Sold (part)
Multi-Asset Accumulation Fund (SAAAX) — Buy (add'l)
Emerging Mkts Debt Fund (SITEX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Sold (part)
Emerging Mkts Debt Fund (SITEX) — Buy (add'l)
Dynamic Asset Allocation Fund (SDYAX) — Int./Div.
Dynamic Asset Allocation Fund (SDYAX) — Sold (part)
Dynamic Asset Allocation Fund (SDYAX) — Buy (add'l)
Government Fund (SEOXX) — Int./Div.
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Buy (add'l)
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Buy (add'l)
US Mgd Volatility Fund (SVOAX) — Int./Div.
US Mgd Volatility Fund (SVOAX) — Sold (part)
US Mgd Volatility Fund (SVOAX) — Buy (add'l)
Global Mgd Vol Fund (SVTAX) — Int./Div.
Global Mgd Vol Fund (SVTAX) — Sold (part)
Global Mgd Vol Fund (SVTAX) — Buy (add'l)
Short Duration Govt Fund (TCSGX) — Int./Div.
Short Duration Govt Fund (TCSGX) — Buy (add'l)
Ultra Short Bond Fund (SECPX) — Int./Div.
Ultra Short Bond Fund (SECPX) — Buy (add'l)
Real Return Fund (SRAAX) — Int./Div. — Buy
Multi Asset Capital Stability Fund (SCLAX) — Int./Div. — Buy
Zions Cash Accounts — Interest
JP MORGAN Chase Accounts — Interest
Health Savings Account — Interest
SFY 401(k) #2 (H)
Large Cap Fund (SLGAX) — Int./Div.
Mid-Cap Fund (SEMCX) — Int./Div.
International Equity Fund (SEITX) — Int./Div.
Small Cap Fund (SLLAX) — Int./Div.
S&P 500 Index Fund (SSPIX) — Int./Div.
US Mgd Volatility Fund (SVOAX) — Int./Div.
Global Mgd Vol Fund (SVTAX) — Int./Div.
Core Fixed Income Fund (TRLVX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Int./Div.
Short Duration Govt Fund (TCSGX) — Int./Div.
Ultra Short Bond Fund (SECPX) — Int./Div.
Multi-Strategy Alt Fund (SMSAX) — Int./Div.
High Yield Bond Fund (SHYAX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Int./Div.
Government Fund (SEOXX) — Int./Div.
Multi-Asset Accum Fund (SAAAX) — Int./Div.
Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.
Dynamic Asset Alloc Fund (SDYAX) — Int./Div.
Multi-Asset Income Fund (SIOAX) — Int./Div.
Sentry Fin'l Corporation — 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.
SLC Innovation District III, LLC — Int./Div.
SLC Innovation District IV, LLC — Int./Div.
SLC Innovation District V, LLC — Int./Div. — Open
SLC Innovation District VI, LLC — Int./Div. — Open
Liberty Park Pulp LLC — Int./Div.
Wells Fargo Cash Accounts — Interest
Hercules Federal Credit Union — Interest
Voya Whole Life — Interest
401(k) #1 (H)
Small Cap Fund (SLLAX) — Int./Div.
Small Cap Fund (SLLAX) — Buy (add'l)
Small Cap Fund (SLLAX) — Sold (part)
Small Cap Fund (SLLAX) — Buy (add'l)
Small Cap Fund (SLLAX) — Sold (part)
Mid-Cap Fund (SEMCX) — Int./Div.
Mid-Cap Fund (SEMCX) — Buy (add'l)
Mid-Cap Fund (SEMCX) — Sold (part)
Multi-Asset Income Fund (SIOAX) — Int./Div.
Multi-Asset Income Fund (SIOAX) — Sold (part)
Multi-Asset Income Fund (SIOAX) — Buy (add'l)
Core Fixed Income Fund (TRLVX) — Int./Div.
Core Fixed Income Fund (TRLVX) — Sold (part)
Core Fixed Income Fund (TRLVX) — Sold (part)
Core Fixed Income Fund (TRLVX) — Buy (add'l)
Int'l Equity Fund (SEITX) — Int./Div.
Int'l Equity Fund (SEITX) — Buy (add'l)
Int'l Equity Fund (SEITX) — Sold (part)
Int'l Equity Fund (SEITX) — Buy (add'l)
Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.
Multi-Asset Inflation Managed Fund (SIFAX) — Sold (part)
Multi-Asset Inflation Managed Fund (SIFAX) — Buy (add'l)
S&P 500 Index Fund (SSPIX) — Int./Div.
S&P 500 Index Fund (SSPIX) — Sold (part)
Large Cap Fund (SLGAX) — Int./Div.
Large Cap Fund (SLGAX) — Sold (part)
Large Cap Fund (SLGAX) — Buy (add'l)
High Yield Bond (SHYAX) — Int./Div.
High Yield Bond (SHYAX) — Sold (part)
High Yield Bond (SHYAX) — Buy (add'l)
Multi-Strategy Alt Fun (SMSAX) — Int./Div.
Multi-Strategy Alt Fun (SMSAX) — Sold (part)
Multi-Strategy Alt Fun (SMSAX) — Buy (add'l)
Multi-Strategy Alt Fun (SMSAX) — Sold (part)
Emerging Mkts Equity Fund (SIEMX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Sold (part)
Emerging Mkts Equity Fund (SIEMX) — Buy (add'l)
Multi-Asset Accumulation Fund (SAAAX) — Int./Div.
Multi-Asset Accumulation Fund (SAAAX) — Sold (part)
Multi-Asset Accumulation Fund (SAAAX) — Buy (add'l)
Emerging Mkts Debt Fund (SITEX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Sold (part)
Emerging Mkts Debt Fund (SITEX) — Buy (add'l)
Dynamic Asset Allocation Fund (SDYAX) — Int./Div.
Dynamic Asset Allocation Fund (SDYAX) — Sold (part)
Dynamic Asset Allocation Fund (SDYAX) — Buy (add'l)
Government Fund (SEOXX) — Int./Div.
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Buy (add'l)
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Sold (part)
Government Fund (SEOXX) — Buy (add'l)
US Mgd Volatility Fund (SVOAX) — Int./Div.
US Mgd Volatility Fund (SVOAX) — Sold (part)
US Mgd Volatility Fund (SVOAX) — Buy (add'l)
Global Mgd Vol Fund (SVTAX) — Int./Div.
Global Mgd Vol Fund (SVTAX) — Sold (part)
Global Mgd Vol Fund (SVTAX) — Buy (add'l)
Short Duration Govt Fund (TCSGX) — Int./Div.
Short Duration Govt Fund (TCSGX) — Buy (add'l)
Ultra Short Bond Fund (SECPX) — Int./Div.
Ultra Short Bond Fund (SECPX) — Buy (add'l)
Real Return Fund (SRAAX) — Int./Div. — Buy
Multi Asset Capital Stability Fund (SCLAX) — Int./Div. — Buy
Zions Cash Accounts — Interest
JP MORGAN Chase Accounts — Interest
Health Savings Account — Interest
SFY 401(k) #2 (H)
Large Cap Fund (SLGAX) — Int./Div.
Mid-Cap Fund (SEMCX) — Int./Div.
International Equity Fund (SEITX) — Int./Div.
Small Cap Fund (SLLAX) — Int./Div.
S&P 500 Index Fund (SSPIX) — Int./Div.
US Mgd Volatility Fund (SVOAX) — Int./Div.
Global Mgd Vol Fund (SVTAX) — Int./Div.
Core Fixed Income Fund (TRLVX) — Int./Div.
Emerging Mkts Equity Fund (SIEMX) — Int./Div.
Short Duration Govt Fund (TCSGX) — Int./Div.
Ultra Short Bond Fund (SECPX) — Int./Div.
Multi-Strategy Alt Fund (SMSAX) — Int./Div.
High Yield Bond Fund (SHYAX) — Int./Div.
Emerging Mkts Debt Fund (SITEX) — Int./Div.
Government Fund (SEOXX) — Int./Div.
Multi-Asset Accum Fund (SAAAX) — Int./Div.
Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.
Dynamic Asset Alloc Fund (SDYAX) — Int./Div.
Multi-Asset Income Fund (SIOAX) — Int./Div.
Sentry Fin'l Corporation — 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.
SLC Innovation District III, LLC — Int./Div.
SLC Innovation District IV, LLC — Int./Div.
SLC Innovation District V, LLC — Int./Div. — Open
SLC Innovation District VI, LLC — Int./Div. — Open
Liberty Park Pulp LLC — Int./Div.
Agreement — 2005 — State of Utah - Defined Benefit Pension Plan
Agreement — 2005 — State of Utah - Defined Benefit Pension Plan
Spouse's income — 2020 — Sentry Financial Corporation - salary
Spouse's income — 2020 — Sentry Financial Corporation - salary
This Amended Report is provided in anticipation of a possible future inquiry. Columns C (1) and C (2) are added to Lines 67 and 68 to my previously filed Annual
Report dated 5/11/2021.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/34099. Public record. Not legal advice.