# Marc L. Barreca > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3799 ## Record - **Judge:** Marc L. Barreca - **Year:** 2016 - **Report type:** Annual - **Pages:** 9 ## Text Washington Federal (Account) (X) — Interest Seattle Metro Credit Union { Account) — Interest Sound Credit Umion (Account) — Interest Advisors Disc Trust UIT 1008 — Int/Div American Century GNMA (fka Amcent: Ben GNMA) — Int/Div Shares MSCI Emerging Markets — Int/Div Shares MSCI EAFE Index — Int/Div Shares S&P Mid 400 Index (fka Shares S&P Mid Blend) — Int/Div Schwab Mid Cap Index — Int/Div Shares S&P Mid 400 Value Index — Int/Div Shares Trust Dow Jones — Int/Div Shares S&P US Preferred Stock Index — Int/Div Shares S&P Small 600 Index (fka I Shrs S&P Smallcap Blend) — Int/Div Shares S&P Small 600 Growth — Int/Div Shares S&P Small 600 Value Index — Int/Div American Funds Capital Income Builder Fund — Int/Div American Funds Income Fund of America — Int/Div Credit Suisse Commodity Ret Strategy — Interest Lazard Developing Markets — Int/Div Oppenheimer Developing Markets — Int/Div Wells Fargo & Co. (Account) — Interest — Closed American Funds BEuroPacfic — Int/Div Artisan International — Int/Div American Funds Washington Mutual Investors Fund — Int/Div — Buy Ford Motor Company — Int/Div — Buy JHancockd Disciplined Equity Fund — Int/Div — Buy Loomis Sayles Growth Fund — Int/Div — Buy Lord Abbett Short Duration — Int/Div — Buy MFS Value Fund — Int/Div — Buy Microsoft Corporation — Int/Div — Buy Oracle Corporation — Int/Div — Buy Russell Global Real Estate Fund — Int/Div — Buy Schwab Diversified Emerging Markets Fund — Int/Div — Buy Schawb Govt Securities Fund — Int/Div — Buy Schwab Intemational Equity — Int/Div — Buy Schwab S&P S00 Index — Int/Div — Sold (part) Schwab US Aggregate Bond — Int/Div — Buy Schwab US Large Growth — Int/Div — Buy Schwab US Small Blend — Int/Div Toyota Motor Corp ADR — Int/Div Vanguard Intermediate Tax Exempt Bond — Int/Div American Funds Captial Income Builder — Int/Div American Funds Income Fund of America — Int/Div Amencan Balanced Fund — Int/Div — Sold (part) Looms Sayle Growth Fund — Int/Div — Buy Oppenheimer Develping Markets — Int/Div PIMCO Foreign Bond Fund — Int/Div Powershares QQ — Int/Div — Sold (part) Schwab Money Market — Int/Div Schwab Retirement Money Market — Int/Div — Sold (part) Schwab US Mid Blend — Int/Div SPDR S&P 500 — Int/Div — Sold (part) Vanguard REIT — Int/Div — Sold (part) Vanguard REIT Index — Int/Div Columbia Large Growth 11] Fund — Int/Div — Sold Delafield Fund — Int/Div — Sold (part) Schwab US REIT — Int/Div — Buy Silver Standard Resources — Int/Div — Buy US Geothermal — Int/Div — Buy Baird Mid Cap Investors — Int/Div — Buy Schwab IRA - UST Infl IDX — Int/Div — Sold Schwab Cash & Money Market — Int/Div Schwab Cash & Money Market (IRA) — Interest Bank of America (Account) — Interest Kev Bank (NGC) (Account) — Interest — Sold Reimbursement — American Bar Association — 04/06/2016 (4/09/2016 — Montreal, QC, Canada — Attend ABA Spring Meeting — Aartare, lodging, meals and transportation Reimbursement — Bankruptcy Judges and the American Bar Associaton — 10/28/2016 — of Bankruptcy Judges Spouse's income — 2016 — City of Seattle -- Wages Married May 9, 2015. New this year, Judge Barreca’s financial advisor prepared Part VII Investments and Trusts section so the accounts were listed in a different order than in the 2015 report and may be referenced with a different name for the same investment. To assist with understanding the different names between the 2015 and 2016 reports, we are providing the information below: No. I: This account started in 2015 but was below the reporting threshold amount at the end of the 2015 reporting period. No. 8: I Shares S&P Mid 400 Index(fka 1 Shares S&P Mid Blend) - #28 in 2015 report. The listing order for this item and name change were the result of assistance by my financial advisor. The investment did not change. No. 13: | Shares S&P Small 600 Index (fka | Shrs S&P Smallcap Blend) - #32 in 2015 report. The listing order for this item and name change were the result of assistance by my financial advisor. The investment did not change, No. 24: American Funds Washington Mutual Investors Fund: This investment was purchased on 5/2/16. This transaction information was inadvertently omitted from the 2016 annual report. No. 26: JHancock3 Disciplined Equity Fund: This investment was purchased on 5/2/16. This transaction information was inadvertently omitted from the 2016 annual report. Nos. 27: Loomis Sayles Growth Fund: This investment was purchased on 9/16/16. This trunsaction information was inadvertently listed as "sold (part)" instead of a "buy" in the 2016 annual report. No. 29: MFS Value Fund: This investment was purchased on 5/2/16. This transaction information was inadvertently omitted from the wonual 2016 report. No. 32 : Russell Global Real Estate Fund: This investment was purchased on 5/2/16. This transaction information was inadvertently omitted from the 2016 annual report. No. 45 : Loomis Sayles Growth Fund: This investment was purchased 9/16/16 (Nancy Craver - spouse). This transaction information was inadvertently listed as "sold (part)” instead of & “buy” in the 2016 annual report. No. 49: Schwab Money Market: This item was listed as No. 40 (-Schwab Money Market) in the 2015 annual report. The listing order for this item and name change were the result of assistance by my financial advisor. The investment did not change. No. 50: Schwab Retirement Money Market: This item was listed as No. 25 (-Schwab Money Market) in the 2015 annual report. The listing order for this item and name change were the result of assistance by my financial advisor. The investment did not change. No. 52: SPDR S&P 500 (fka -SPDR Trust Unit SR). This item was listed as No. 34 in the 2015 annual report. The listing order for this item and name change were the result of assistance by my financial advisor. The investment did not change. No. 61. Schwab IRA - UST Infl IDX: Value code changed to correct error. No. 62: Schwab Cash & Money Market: This item was listed as No. 45 (-Schwab Cash & Money Market NGC) in the 2015 annual report. The 2016 report was amended to provide the name of the financial institution - Schwab, The investment did not change, Value code changed to correct error, No. 63: Schwab Cash & Money Market (IRA): This item was listed as No. 50 (-Cash & Money Market NGC) in the 2015 annual report. This 2016 report was amended to provide the name of the financial institution - Schwab. The investment did not change. Value code changed to correct error. No. 64: Bank of America (Account): Value code changed to correct error. No. 65: Key Bank (NGC): This item was listed as No. 52 in the 2015 annual report. This account was closed in 2016 and was inadvertently omitted in the 2016 annual report. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3799. Public record. Not legal advice.