# Robert H. Whaley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5672

## Record

- **Judge:** Robert H. Whaley
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

FIDELITY INVESTMENTS ULTRA ACCOUNT:
Core Cash Account — Interest
FRANKLIN TEMPLETON:
Templeton Developing Mrkts Trust Mut Fd — Int/Div
BNY MELLON:
Occidental Petroleum Corp. Common Stock — Int/Div
FIDELITY EDUCATION ACCOUNT
4-NH Aggressive Growth Portfolio (Fidelity FDS) (no control) — None
FIDELITY INVESTMENTS IRA
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Int/Div — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd (see VIII) — Sold (part)
Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
Fidelity Four in One Index Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
First Eagle Global Class A Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Vanguard Wellington Investor Mutual Fund — Sold (part)
Fidelity Cash Reserve — Int/Div
FIDELITY INVESTMENTS:
Amgen Inc. Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Zimmer Holdings Inc. Common Stock — Int/Div
Fidelity Total Mkt Index Premium Cl Mutual Fund (See VIII — Int/Div
Fidelity Low-Priced Stock Mutual Fund — Int/Div
Vanguard Balanced Index Investor Class Mutual Fund — Int/Div
Vanguard Wellington Investor Mutual Fund — Int/Div
Fidelity Cash Reserves — Interest
FIDELITY INVESTMENTS IRA
Fidelity Cash Reserves — Interest
Fidelity New Markets Income Mutual Fund — Int/Div
Fidelity Total Market Index Premium Class Mutual Fund (see VII — Int/Div
Fidehity Capital & Income Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
Drevfus Int'l Bond Fund Mutual Fund — Int/Div
Bank of America Accounts (see VII — Interest
MassMutual: GP Life at 69 — None
MassMutual: Whole Life — None
New York Life: Whole Life — None
CBSSKIL LLC — istmbution
WELLS FARGO:
American Balanced Fund Mutual Fund — Int/Div
Capital Income Builder Mutual Fund — Int/Div
Income Fund of America Mutual Fund — Int/Div
Investment Company of American Mutual Fund — Int/Div
Wells Fargo Cash Sweep Account — Interest
Mineral Interest, Sutter County, CA — None
Umversity Trustee, Eastern Washmgton University
Liability — Bank of America (See Vi — Loun/Line of Crednt
Income — 2016 — Eastern Washington University, Trustee Salary — S2.137.00
Spouse's income — 2016 — Washington State Parks & Recreation Commssion, State Board Commission Member
Page 3, Section VI: Liabilities: The Bank of America loan/line of credit listed in the past will not be listed in the future because it is for a personal residence.

Page 4, Line 14: Fund name changed from Spartan Total Market Index FID Advantage Class Mutual Fund to Fidelity Total Market Index Premium Class Mutual

Fund.

Page 7, Line 68: Fund name changed from Spartan Total Market Index FID Advantage Class Mutual Fund to Fidelity Total Market Index Premium Class Mutual

Fund.

Page 8, Line 77: Fund name changed from Spartan Total Market Index FID Advantage Class Mutual Fund to Fidelity Total Market Index Premium Class Mutual

Fund.

Page 8, Line 82: Bank of America accounts previously listed separately will be listed in aggregate in the future as all assets are held in the same financial

institution

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5672. Public record. Not legal advice.
