# Mark D. Houle

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6918

## Record

- **Judge:** Mark D. Houle
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 7

## Text

Vanguard Intermediate Term Bond Fund (Rollover IRA #1) — Int/Div
Vanguard Intermediate Term Bond Fund {Roth IRA #2) — Int/Div
Vanguard Money Market — Int/Div — Buy
Vanguard California Long Term Tax Exempt Bond Fund — Int/Div — Sold (part)
Vanguard California Long Term Tax Exempt Bond Fund — Sold (part)
Vanguard California Long Term Tax Exempt Bond Fund — Sold (part)
Vanguard California Long Term Tax Exempt Bond Fund — Sold (part)
Vanguard California Long Term Tax Exempt Bond Fund — Sold (part)
Vanguard California Long Term Tax Exempt Bond Fund — Sold (part)
Vanguard California Long Term Tax Exempt Bond Fund — Sold
Wells Fargo Checking and Savings — Interest
Chase Checking and Savings — Interest — Open
CA Scholarshare 529 Passive Age Based Portfolio. # 1S - 294) — Int/Div
CA Scholarshare 529 Passive Age Based Portfolio, # 13-14 - 2040 — Int/Div
California Intermediate Term Tax Exempt Bond Fund — Int/Div — Sold
Trustee, The pm Trust dated as of December 7, 2005
Part 1.2: The only asset of the JI Trust was

. which is not required to be reported pursuant to the

filing instructions, and which was sold on or about July 19, 2016, as part of a marital dissolution.

Part VII:

GC

ifornia Scholarshare, the administrator of 529 #1 and 529 #2 listed in rows 17 and 18, does not report dividends, only change in value. That is the amount listed

inbox 17B(1) and 18B(1).

The reported Wells Fargo and Chase Checking and Savings Accounts are of reporting individual only and exclude sccounts of ex-wife pursuant to marital

dissolution. Date of separation is 1/31/2016. Similarly, Roth IRA #3 from prior reporting year excluded as separate property of ex-spouse.

The "Vanguard Long Term Tax Exempt Bond" listed on line 6 is the same asset listed in filer's 2015 financial disclosure report in Part VIL, line 10 as "California

Long-Term Tax-Exempt Bond Fund." The Vanguard fund number for the asset is 0575,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6918. Public record. Not legal advice.