# Claudia Ann Wilken

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3443

## Record

- **Judge:** Claudia Ann Wilken
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Wells Fargo Bank accounts — Interest
Schwab Cash Deposit Account — Int/Div
USAA Tax Exempt Inter-term Fd — Int/Div
Schwab S&P S00 Index Fd — Int/Div
Schwab US Tsy Money Fd — Int/Div — Closed
Schwab Bank (cash account) — Interest — Open
Schwab S&P 500 Index Fd — Int/Div — Sold (part)
Schwab S&P 500 Index Fd — Sold (part)
Schwab S&P 500 Index Fd — Sold (part)
Schwab S&P 500 Index Fd — Sold (part)
USAA Tax Exempt Inter-term Fd — Int/Div — Buy (add'l)
USAA Tax Exempt Inter-term Fd — Buy (add'l)
USAA Tax Exempt Inter-term Fd — Buy (add'l)
USAA Tax Exempt Inter-term Fd — Buy (add'l)
Baird Core Plus Bd Inv — Int/Div — Buy (add'l)
Schwab Fund Intl Large Co Index — Int/Div — Buy (add'l)
Schwab Fund Intl Large Co Index — Buy (add'l)
Schwab Fund Intl Large Co Index — Buy (add'l)
Schwab Fund Intl Large Co Index — Buy (add'l)
Schwab Fund Intl Large Co Index — Buy (add'l)
Schwab Fund Intl Large Co Index — Buy (add'l)
Schwab Fund Intl Large Co Index — Buy (add'l)
Dodge & Cox Income Fd — Int/Div — Buy
Schwab Bank Savings Sweep — Int/Div
Charles Schwab US REIT — Int/Div — Buy (add'l)
IShares Gold ETF — None — Sold (part)
IShares High Yield Corporate Bond ETF — Int/Div — Sold (part)
IShares High Yield Corporate Bond ETF — Sold
Schwab Emerging Markets Equity ETF — Int/Div
Schwab Fundamental Emerg Mkts Lg Co FTF — Int/Div — Buy (add'l)
Schwab Fundamental Intl Lg Co ETF — Int/Div — Buy (add'l)
Schwab Fundamental Intl Lg Co ETF — Buy (add'l)
Schwab Fundamental Intl Lg Co ETF — Buy (add'l)
Schwab Fundamental Intl Sm Co ETF — Int/Div — Buy (add'l)
Schwab Fundamental US Large Co ETF — Int/Div — Buy (add'l)
Schwab Fundamental US Small Co ETF — Int/Div — Buy (add'l)
Schwab Fundamental US Small Co ETF — Buy (add'l)
Schwab Fundamental US Small Co ETF — Buy (add'l)
Schwab Intemational Equity ETF — Int/Div — Buy (add'l)
Schwab Intemational Small Cap Eqty ETF — Int/Div
Schwab US Large Cap ETF — Int/Div — Buy (add'l)
Schwab US Small Cap ETF — Int/Div
VanEck Vectors JP Morgan EM Loc Curr Bd ETF — Int/Div — Sold (part)
Vanguard Global ex-US Real Est ETF — Int/Div
SPDR Blmbrg Brely Emg Mkt LCL ETF — Int/Div
Xwrackers USD High Yield Cor Bond ETF — Int/Div — Buy (add'l)
IShares CA Mum Bond ETF — Int/Div — Buy
IShares CA Mum Bond ETF — Buy (add'l)
IShares CA Mum Bond ETF — Buy (add'l)
Schwab US TIPS ETF — Int/Div — Buy
IRA #1: Schwab Cash Deposit Account — Interest
IRA #1: Schwab US Tsy Money Fd — Int/Div — Closed
IRA #1: Schwab Bank (cash account) — Interest — Open
IRA #1: Baird Core Plus Bd Inv — Int/Div
IRA #1: Dreyfus Small Cap Stock Index Fd — Int/Div
IRA #1: Invesco S&P Intl Dev Low Volatility ETF (formerly Powershares) — Int/Div
IRA #2: Schwab US Tsy Money Fd — hy — Closed
IRA #2: Schwab Bank (cash account) — Interest — Open
IRA #2: Dodge & Cox Income Fd — Int/Div
IRA #2: Vanguard S00 Index Fd — Int/Div
IRA #2: Ishares Russell 2000 — Int/Div
IRA #2: Baird Core Plus Bd Inv — Int/Div — Sold (part)
IRA #2: Schwab US Aggregate Bond ETI — Int/Div
IRA #2: Ishares Core S&P ETF — Int/Div
IRA #2: SPDR S&P S00 ETF — Int/Div
IRA £2: SPDR S&P Dividend ETF — Int/Div
IRA #2: Invesco S&P Intl Dev Low Volatility ETF (formerly Powershares) — Int/Div
IRA #2: Schwab Fund Intl Large Co Index — Int/Div
SEP-IRA #1: Schwab Cash Deposit Account — Interest
SEP-IRA #1: Baird Core Plus Bd Inv — Int/Div
SEP-IRA 21: Schwab S&P S00 Index Fd — Int/Div
SEP-IRA #1: SPDR S&P SOO ETF — Int/Div
SEP-IRA #1: Schwab Fund Intl Small Co Index — Int/Div
SEP-IRA #1: Schwab US Aggregate Bond FTF — Int/Div — Buy
Trust #3: Schwab 529 60% Equity Portfolio — None
Trust #5: Schwab 529 60% Equity Portfolio — None
Trust #6: Schwab 529 95% Equity Portfolio — None
Part VII, Investments and Trusts:

Omission of the following assets disclosed on previous report due to mutual fund name change on 06/04/18, with no purchase or sale by filer:

IRA #1: Powershares S&P International DE ETF

IRA #2: Powershares S&P Intemational DE ETF

New mutual fund name is Invesco S&P International Developed Low Volatility ETF (see items #56 and #67)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3443. Public record. Not legal advice.