# Frank R. Zapata

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3550

## Record

- **Judge:** Frank R. Zapata
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 7

## Text

Chase Bank Savings/Checking Accunt — Interest
Pensco Trust Co. Denver, CO. — Int/Div — Sold (part)
CGM ADV Targeted Equity FD CL A (31) — with line 4)
Loomis Sayles LTD TRM Gov & Agny FD CL A 1460 — Int/Div
Loomis Saves Value CL A — Int/Div
Security Benefit Life TSA Topeka, CA — Interest — Sold (part)
GWN Securities, Inc / Vanguard SAM Conservative (IRA) — Int/Div — Open
Vanguard 500 Index Admiral (VFIAX) — Int/Div
Vanguard Equity-Income ME ADM (VEIRX) — Int/Div
Vanguard Total INTL Stock Index Admiral IVTIAX) — Int/Div
Vanguard Short-Term Bond Index ADM (VBIRX) — Interest
Vanguard Short-Term Federal ADM VSGDhX) — Interest
Vanguard Total Bond Market Index ADM (VBTLX) — Interest
Cambridge Investment Research, Inc Pershing LLC (IRA) — None — Closed
American Funds Fundamental Investors F — None — Closed
Ammerican Funds Inc Fund of America F — None — Closed
Brokerage Money Market — None — Closed
Fidelity Select Wireless Fund — None — Closed
Fidelity Small Cap Growth Fund — None — Closed
Frranklin Income Fund - Advisor Class — None — Closed
Franklin Utilities Fund - Advisor Class — None — Closed
Putnam Floating Rate Income CL-Y — None — Closed
American Funds: The Growth Fund of Amenica-A — None — Buy
Tucson Federal Credit Union — Interest
Gift — Organization (consisting primarily of Judges) — POR aS eta Tu a Sr Ty oa YEO lic bh bad SE accommodations and meals
Part VIL. Investments and Trusts

Line 2, Pensco Trust Co. Denver, Co value is corrected to L = 50,000 - $100,000,

Undersigned's and [00 separate Pensco Trust Co. (IRA) accounts were previously reported is one account valued at M = $100,001 - $250-000, rather thut two

Scparate accounts.

1 separate Pensco Trust Co. (IRA) was transferred to GWN Securities Inc./ Vanguard SAM Conservative (IRA) as reported on Line 7.

The correct value for undersign's Pensco Trust Co. is us shown in Line 2,

Line 14. Cambridge Investment Research, Inc. (IRA), and each of the assets therein, Lines 15 - 21, was closed on 12/07/16 with a value of K = $15,001 -

$50,000. No income during reporting period.

The funds from this account were used to open American Funds: The Growth fund of America-A, listed on Line 23.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3550. Public record. Not legal advice.
