# William J. Martini > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5282 ## Record - **Judge:** William J. Martini - **Year:** 2017 - **Report type:** Annual - **Pages:** 8 ## Text BROKERAGE ACCOUNT #2 FEDERATED KAUFMANN FUND-R (FORMALLY FUND-K) — Distribution BROKERAGE ACCOUNT #6 pm POWERSHARES EXCH TRAD FD PRFZ — Int/Div ISHARES TR MCS! EAFE FD — Int/Div POWERSHARES FTSE RAFI US PRF — Int/Div CHARLES SCHWAB ADV CASH RESERVE PREM — None — Buy (add'l) CHARLES SCHWAB ADV CASH RESERVE PREM — Sold (part) IRA ¥ um CHARLES SCHWAB ADV CASH RESERVE PREM — Int/Div — Buy (add'l) CHARLES SCHWAB ADV CASH RESERVE PREM — Sold (part) CAUSEWAY EMRG MKTS FD INSTL SHR — Int/Div — Buy JANUS GLOBAL RESEARCHFDCL — Int/Div — Sold (part) NORTHERN MULTIMGR GLBL A — Int/Div — Sold ISHARES CORE S&P ETF — Int/Div — Sold (part) ISHARES CORE S&P ETF — Sold (part) POWERSHARES FTSE RAFI US PRF — Int/Div — Sold (part) SPDR S&P MIDCAP 400 ETF — Int/Div — Sold (part) VANGUARD SHORT TERM BOND ETF — Int/Div — Buy VANGUARD SHORT TERM BOND ETF — Sold (part) GUGGENHEIM S&P 500 PURE GROWTH ETF — Int/Div FIDELITY CAPITAL & INCM FD — Int/Div ISHARES RUSSELL 10000 GROWTH ETF — Int/Div — Sold (part) DODGE & COX GLOBAL STK — Int/Div — Buy ISHARES MCS! EAFE ETF — Int/Div — Buy VALLEY NATIONAL BANK — None THE AXA EQUITABLE VARIABLE LIFE INSURANCE POLICY Guaranteed Interest Account — Int/Div EQ/Equity S00 Index — Int/Div AXA Moderate - Plus Allocation — Int/Div AXA Large Cap Growth Managed Volatility — Int/Div EQ/Mid Cap Index — Int/Div AXA International Value Managed Volatility — Int/Div AXA Large Cap Value Managed Volatility — Int/Div Charter Small Cap Value — Int/Div EQ/Capital Guardian Research — Int/Div EQUITABLE - SEP EQ Equity $00 Index — Int/Div EQ International Equity Index — Int/Div Osler Health Management, Inc. (formerly MDClick Holdings LLC) — Int/Div Trustee, Nicholas Martini Foundation Trustee, John Cabot Umiversity Income — 27 — Nicholas Martim Foundation, Trustee — S22.000.00 THE NICHOLAS MARTINI FOUNDATION IS A 501(C)(3) CHARITABLE FAMILY FOUNDATION, ITS MISSION IS TO SUPPORT YOUTH HEALTH, ENVIRONMENTAL, AND EDUCATION PROGRAMS. AS A MEMBER OF THE BOARD OF TRUSTEES, 1 PARTICIPATE IN THE DECISIONS TO DISTRIBUTE THOSE FUNDS. THE TRUSTEES ANNUALLY EVALUATE THE INVESTMENT POLICY FOR THE FOUNDATION. THAT POLICY IS IMPLEMENTED BY AN INDEPENDENT MANAGER WHO HAS FULL DISCRETION WITH REGARD TO INVESTMENT DECISIONS. TRUSTEES DO NOT MAKE INVESTMENT DECISIONS. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5282. Public record. Not legal advice.