# Robert H. Whaley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6598

## Record

- **Judge:** Robert H. Whaley
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

BNY MELLON (H):
FIDELITY INVESTMENTS ULTRA ACCOUNT (Hy:
Core Cash Account — Interest
FRANKLIN TEMPLETON (H):
Templeton Developing Mrkts Trust Mut Fd — None — Sold
Occidental Petroleum Corp. Common Stock — Int/Div — Sold
FIDELITY EDUCATION ACCOUNT (H):
4-NH Aggressive Growth Portfolio (Fidelity FDS) (no control) — None
FIDELITY INVESTMENTS IRA (H):
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Int/Div — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — Sold (part)
Fidelity Totel Mkt Ind Premium Class Mutual Fd — 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)
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)
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)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
Fidelity Cash Reserve — Int/Div
FIDELITY INVESTMENTS (H) (see VIN):
Fudelity Govt Cash Reserves — Interest
Fidelity Total Mkt Index Premium Cl Mutual Fund — Int/Div — Sold (part)
Fidelity Total Mkt Index Premium Cl Mutual Fund — Sold (part)
Fidelity Total Mkt Index Premium Cl Mutual Fund — Sold (part)
Fidelity Total Mkt Index Premium Cl Mutual Fund — Sold (part)
Fidelity Total Mkt Index Premium Cl Mutual Fund — Sold (part)
Vanguard Bal'd Index Investor C1 Mutual Fund — Int/Div
Vanguard Wellington Investor Mutual Fund — Int/Div
Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div
Fidelity Capital & Income Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
Amgen Inc. Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Fidelity New Markets Income Mutual Fund — Int/Div — Sold
Dreyfus Int'l Bond Fund Mutual Fund — None — Sold
Zimmer Holdings Inc. Common Stock — Int/Div — Sold
Bank of America Cash Accounts {See VII — Interest
MassMutual: Paid-Up Whole Life (See VII) — Interest
MassMutual: Whole Life — None
New York Life: Whole Life — None
CBSSKIL LLC — istmbution
WELLS FARGO (H):
American Balanced Fund Mutual Fund — Int/Div — Sold (part)
American Balanced Fund Mutual Fund — Sold (part)
Capital Income Builder Mutual Fund — Int/Div — Sold (part)
Capital Income Builder Mutual Fund — Sold (part)
Capital Income Builder Mutual Fund — Sold (part)
Income Fund of America Mutual Fund — Int/Div — Sold (part)
Income Fund of America Mutual Fund — Sold (part)
Investment Company of American Mutual Fund — Int/Div — Sold (part)
Investment Company of American Mutual Fund — Sold (part)
Investment Company of American Mutual Fund — Sold (part)
Investment Company of American Mutual Fund — Sold (part)
Wells Fargo Cash Sweep Account — Interest
Mineral Interest, Sutter County, CA — None
Umversity Trustee, Eastern Washmgton University (term expired 9-30-17)
Spouse's income — 2017 — Washington State Parks & Recreation Commssion, State Board Commission Member
1) Page 7, Line 56:

: Two Fidelity accounts were combined during the year 2017.

2) PageS8, Line 74

Name change - previously listed as Bank of America accounts, Now listed as Bank of America Cash Accounts.

3) Page §, Line 76:

: Name change - previously listed as Mass Mutual: GP Life at 69. Now listed as Paid-Up Whole Life.

4) PagesS, Line 76:

Interest earnings come from an interest-crediting rate paid in relationship to dividend accumulations in the general account of the life

insurance company.

5) Re 9-17-18 Letter re Calendar Year 2017 Filing, Paragraph 2 (re Vanguard High Dividend Index Fd Investor CI Mutual Fund). A correction in Section VIII

was madvertently omitted on the 2017 filing, which is as follows: This fund should have been listed in

the 2016 report as follows:

B(1): A, B(2): Dividend, C(I): M, C2): T, D(l). Buy,

D2): 9-22-16.

It was inadvertently omitted on the 2016 report.

6) Re 9-17-18 Letter re Calendar Year 2017 Filing, Paragraph 3 (re Fidelity Low-Priced Stock Mutual Fund). A correction in Section VIII was madvertently

omitted on the 2017 filing. This fund should have been listed in the 2016 report as follows:

Bl): C,

B(2): Dividend, C(I): blank, C(2): blank, D{1): Sold. D(2) 9-21-16, D(3): M, D4): G.

It was inadvertently omitted on the 2016 report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6598. Public record. Not legal advice.