# Mark D. Houle

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4238

## Record

- **Judge:** Mark D. Houle
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 7

## Text

Vanguard US Value Index Fund (Rollover IRA #1) — Int/Div — Buy
Vanguard Int'l Stk Index Fund (Rollover IRA #1 — Int/Div — Buy
Vanguard Inflation Protected Sec. Fund (Rollover IRA #1) — Int/Div — Buy
Vanguard US Value Fund (401K) — Int/Div — Sold
Vanguard Int'l Stk Index Fund (401K) — Int/Div — Sold
Vanguard Inflation Protected Sec. Fund (401K) — Int/Div — Sold
Wells Fargo Bank, N.A. savings checking accounts — Interest
Vanguard Total Stk Market Index Fund (Roth IRA #2) — Int/Div
Vanguard Tax-Mngd Growth & Income Fund — Int/Div — Sold (part)
Vanguard Tax-Mngd Small Cap Fund — Int/Div — Sold (part)
Vanguard Tax-Mngd Small Cap Fund — Sold
Vanguard Tax-Mngd Int'l Fund — Int/Div — Sold (part)
Vanguard Tax-Mngd Int'l Fund — Sold (part)
Vanguard Tax-Mngd Int'l Fund — Sold (part)
Vanguard Stock Market Index — Int/Div — Sold (part)
Vanguard Stock Market Index — Buy (add'l)
Vanguard Cal. Tax-Exempt Money Market Fund — Int/Div — Buy (add'l)
Vanguard Cal. Tax-Exempt Money Market Fund — Sold (part)
Vanguard Cal. Tax-Exempt Money Market Fund — Sold (part)
Vanguard Small-Cap Value Index Fund (Roth IRA #3) — Int/Div
Cal. Scholarshare 529 #1; age-based investment option — Int/Div — Buy (add'l)
Cal. Scholarshare 529 #1; age-based investment option — Buy (add'l)
Cal. Scholarshare 529 #1; age-based investment option — Buy (add'l)
Cal. Scholarshare 529 2; age-based investment — Int/Div — Buy (add'l)
Cal. Scholarshare 529 2; age-based investment — Buy (add'l)
Cal. Scholarshare 529 2; age-based investment — Buy (add'l)
Trustee, Trust dated us of December 7, 2005
Part 1.2

Note: The only asset of the

Trust

is not required to be reported pursuant to the

filing instructions.

Part VII: All funds in reporting person's 401(K) listed in rows 4-6 (holding investments in Vanguard Inflation Protected Securities Fund, Vanguard US Value

Fund Index Fund, and Vanguard Total International Stock Index Fund), were rolled over into reporting person's Rollover IRA # | on 2/23/12, listed in rows 1-3,

and are invested in the same funds.

California Scholarshare, the administrator of 529 #1 and 529 #2 listed 1 rows 21 and 24, does not report dividends, only change in value. That is the amount listed

mn box 21C and 24C.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4238. Public record. Not legal advice.