# Josephine L. Staton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7350

## Record

- **Judge:** Josephine L. Staton
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 7

## Text

IRA #1 — Int/Div
Ave Maria Rising Dividend Fund
First Eagle Overseas Fund CI
First Eagle US Value Fund C1 1
Janus Balanced Fund C1)
Stratton Small Cap Value Fund
Charles Schwab Bank
Janus Flexible Bond Fund CLT
IRA #2 — Int/Div
Pamassus Equity Income Fund Investor SH
Charles Schwab Bank
State of California Savings Plus Program (401K/45T) — Int/Div
Schwab 529 College Savings Plan Short Term Portfolio — Int/Div — Sold (part)
Schwab 529 College Savings Plan Short Term Portfolio — Sold (part)
Schwab 529 College Savings Plan Short Term Portfolio — Sold (part)
Schwab 529 College Savings Plan Short Term Portfolio — Sold (part)
Schwab 529 College Savings Plan Short Term Portfolio — Int/Div — Sold (part)
Schwab 529 College Savings Plan Short Term Portfolio — Sold (part)
Schwab 529 College Savings Plan Aggressive Portfolio — Int/Div
United Health Group — Int/Div — Sold (part)
American Express Bank, FSB Savings Account — Interest
American Century Giftrust (Y)
US. Series E Savings Bonds — Interest
Rental Property #1 Orange County, CA (2013 S200.000) — Rent
IRA 43 (H)
Rental Property #2 Orange County CA (2013 S160.000) — Ret
Custodial Cash — None
Judicial Advisory Council, Association of Business and Trial Lawyers
Liability — Residential Credit Solutions — Mortgage on Rental Property #1, Orange County, CA (Part VII)
Reimbursement — Association of Business and Trial Lawyers — 0502/14-05/04/14 — San Diego, CA — Board Meeting — Lodging and meals
Part VIL, Page 5 Line 17 Schwab 529 College Savings Plan Short Term Portfolio appeared on 2013 Financial Disclosure Report as Line 14 as "Schwab 529

College Savings Plan Conservative Portfolio". The change to the "Short Term Portfolio” from the "Conservative Portfolio” occurred as a result of the Plan's

Terms related to investment strategy based on the age of the minor beneficiary of the Plan

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7350. Public record. Not legal advice.