# Barbara D. Holmes

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6123

## Record

- **Judge:** Barbara D. Holmes
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

U.S. Savings Bond — Interest
Mass Mutual Enhanced Whole Life Policy — Int/Div
Regions Money Market — Interest
US Community Credit Union Various Cash Account — Interest
Pershing LLC IRA (Cash) — Interest
iShares TR Core S&P Small Cap ETF — Int/Div — Buy
Furst Trust Large Cap Growth Alphadex FD — Int/Div — Buy
iShares Real Estate Fund — Int/Div
Vanguard Real Estate Fund ETF — Int/Div
Vanguard World Energy Fund ETF — Int/Div
iShares Core Aggregate Bond Fund ETF — Int/Div
iShares US Investment Grade Bond Fund FTF — Int/Div
iShares Core High Dividend Fund — Int/Div
Vanguard Intemational Equity Emerging Markets ETF — Int/Div
Vanguard Index Growth ETF — Int/Div
Vanguard Index Value ETF — Int/Div
Nationwide Vanable Anniuty (H)
Fidelity VIP Free 2010 Mutual Fund — Int/Div
NW Cardinal Managed Growth Mutual Fund — Int/Div
NW Indvest Managed Growth Mutual Fund — Int/Div
NW Indvest Managed Growth Inc 11 Mutual Fund — Int/Div
Trustee, Nashville Bar Foundation
Executor, Family Estate #
Liability — Chase Bank — Credit Card
Reimbursement — Nashville Bar Association — 0204201 7-0206201° — Miami, FL — ABA Mid-Winter Mecting — Transportation, Lodging, Meals and Incidentals
Spouse's income — 2017 — Metropolitan Nashville Davidson County - Salary
Spouse's income — 2007 — Powers Management - Salary
In Part I, | listed being an Executor to Family Estate #1. The family estate was not established by anyone in my household. In addition, there is no one in my

household who receives any interest or income from the estate.

Please note that position Vanguard World Encegy Fund has not changed. 1 left out the word "World" in the 2017 report. My apologies and 1 have added the word

"World" to the 2017 report. In addition, please note that the position ticker (VDE) has not changed but with different custodians and websites is known as both

Vanguard World Energy Fund and Vanguard Energy Fund.

Please note that position Vanguard World Energy Fund (VDE) is known as both Vangauard World Energy Fund and Vanguard Energy Fund, depending on the

custodian reporting software and websites. Please note that this asset was listed twice in section VII {lines 7 & 12) on the 2016 report due to the purcashe of

additional shares of VDE during that reporting period {Line 7), which was in addition to my existing position in VDE as reflected in Line 12 of Section VII; they

are the same asset position with the ticker symbol VDE, although the interchangeable long description was used for the two line, which inadvertently caused

confusion. This sume asset was reflected on the original 2017 report in section VII (line10) as Vanguard Energy Fund, which has now been amended with the

Sasesiption of Vanguard World Energy Fund, with my apologies for the additional confusion. All of this reporting is for the same asset wit the ticker symbol

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6123. Public record. Not legal advice.
