# Sarah Evans Barker

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4570

## Record

- **Judge:** Sarah Evans Barker
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Indianapolis Post Office Credit Union, Account — Interest
JP Morgan Chase Bank, Account — Interest
BlackRock Global Allocation Fund (Mutual Fund, IRA #1) — Int/Div — Part VII Note
Bank of America, NA RASP (IRA #1, cash equivalent) — Interest — Sold (part)
JP Morgan Chase Bank, Account — Interest
Prudential Financial dba Hartford Life & Amnuity Ins. Co. (Whole Life) — None — Part VII Note 2
Ivy Natural Resources A (Mutual Fund, IRA #2) — None
Ivy International Core Equity A (Mutual Fund, IRA #2) — Int/Div — Sold (part)
Ivy Core Equity A (Mutual Fund, IRA #2) — Int/Div
Ivy Science & Technology A (Mutual Fund, IRA #2) — Int/Div — Part VII Note 3
Ivy High Income A (Mutual Fund, IRA #2) — Int/Div — Part VII Note 4
Ivy Securian Real Estate Securities A (Mutual Fund, TRA #2) — Int/Div — Part VII Note 5
Ivy Small Cap Growth A (Mutual Fund, IRA #2) — Int/Div — Part VII Note 6
Ivy Wilshire Global Allocation A (Mutual Fund, IRA #2) — Int/Div — Part VII Note 7
Ivy Mid Cap Growth A (Mutual Fund, IRA #2) — Int/Div — Part VII Note 8
Ivy Limited-Term Bond A {Mutual Fund, IRA #2) — Int/Div
American Balanced Fund CL A (Mutual Fund. IRA #1) (ABALX) — Int/Div
BlackRock Low Duration Bond Fund CL A (Mutual Fund, IRA #1) (BLDAX) — Int/Div
BlackRock Advantage Large Cap Core Fund CL A (Mut, Fund. IRA #1) MDLRX — Int/Div
Franklin Investors Securities Trust Balanced Fund (Mutual Fund) — Int/Div
Ivy Accumulative A (Mutual Fund) — Int/Div — Part VII Note 9
Ivy Cash Management A (Mutual Fund) — Int/Div — Part VII Note 10
BlackRock Global Allocation Fund (MDLOX) (Mutual Fund) — Int/Div
Ivy Small Cap Growth A (Mutual Fund) — Int/Div — Part VII Note 11
Ivy Large Cap Growth A (Mutual Fund) — Int/Div — Part VII Note 12
Ivy LaSalle Global Real Estate A (Mutual Fund) — Int/Div
Ivy Managed International Opportunities A (Mutual Fund) — Int/Div
Ivy Limited-Term Bond A (Mutual Fund) — Int/Div
Waddell & Reed Advisors Vanguard A (Mutual Fund) (Y) — Part VII Note 13
Ivy Core Equity A (Mutual Fund) — Int/Div — Buy
Ivy Balanced A (Mutual Fund) — Int/Div — Buy
Ivy Global Equity Income A (Mutual Fund, IRA #3) — Int/Div — Part VII Note 14
Ivy Science & Technology A (Mutual Fund, IRA #3) — Int/Div
Ivy LaSalle Global Real Estate A (Mutual Fund, IRA #3) — Int/Div
Ivy International Core Equity A (Mutual Fund, IRA #3) — Int/Div
Ivy Emergmg Markets Equity A (Mutual Fund, IRA #3) — Int/Div
Ivy Balanced A (Mutual Fund, IRA #3) — Int/Div — Sold (part)
American Balanced Fund CL A (Mutual Fund) — Int/Div
BlackRock Large Cap Focus Growth Fund A (MDLHX) (Mutual Fund, IRA #1) — Int/Div
BlackRock Strategic Income Opps PTF A (BASIX) (Mutual Fund, IRA #1) — Int/Div
BlackRock Capital Appreciation Fund A (MDFGX) (Mutual Fund, IRA#1) — Int/Div
BlackRock Advantage Global Fund Inc. A IMDGCX) (Mutual Fund. IRA#) — Int/Div
BlackRock Basic Value Fund A (MDBAX) (Mutual Fund, IRA #1) — Int/Div
BlackRock Total Return Fund CL A (MDHOQX) (Mutual Fund, IRA #1) — Int/Div
BlackRock Emerging Markets Fund A (MDDCX) (Mutual Fund. TRA #1) — Int/Div
BlackRock Equity Dividend Fund A (MDDVX) (Mutual Fund, IRA #1) — Int/Div
BlackRock International Fund A (MDILX) (Mutual Fund, IRA #1) — Int/Div
BlackRock High Yld BD Portfolio CL A (BHY AX) (Mutual Fund, IRA #1) — Int/Div
BlackRock Large Cap Focus Growth Fund A (MDLHX) (Mutual Fund) — Int/Div
American Bond Fund of America CL ( (BFACX) — Int/Div — Buy
Vanguard S&P 500 Growth Index Fund Err (VOOG) — Int/Div — Buy
Vanguard S&P 500 Value Index Fund EFT (VOOV) — Int/Div — Buy
Member, Executive Board, 986-present, The Gathering
Member, 1987 -present, Kiwanis Club of Indianapolis
Director, 1996-present, Indiana University Health (nonprofit). Formerly Methodist Health Group: formerly Clarian Health Partners.
Member, 1996-present, Indiana University Distinguished Alumni Service Assocation
Officio Director/Officer, 2001 -present, Federal Judges Association
Reimbursement — Federal Judges Assocition — May 5-6, 2018 — Washington, DC — Board of Directors Meeting — Transportation, accommodations
Reimbursement — Duke Law School — May 24-25, 2018 — Durham, NC — Teach Class for Judicial Masters Program — Transportation, accommodations, meals
Spouse's income — 2018 — Indiana University Health, Inc
Note #12--Name Change/Merger:

This asset was formerly designated on line 25 as "Ivy Tax-Managed Equity A." but on 02 Nov 2018 it was merged into the Ivy Large Cap Growth A fund now

reported on that line.

Note #13--Name Change/Merger into Asset Reported Elsewhere:

This asset was formerly designated on line 29 as "Waddell & Reed Advisors Vanguard A," but it was merged on 23 Feb 2018 into Ivy Large Cap Growth A, a fund

which is reported at line 25. Accordingly, line 29 has been absorbed into line 25.

Note #14--Name Change/Merger:

This asset was formerly designated on line 32 as "Ivy Dividend Opportunitites A." but on 23 Feb 2018 it was merged into the Ivy Global Equity Income A fund

now reported on that line.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4570. Public record. Not legal advice.
