# Josephine L. Staton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8258

## Record

- **Judge:** Josephine L. Staton
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 7

## Text

IRA Z(H)
Ave Maria Rising Dividend Fund — None
First Eagle Overseas Fund CI — Int/Div
First Eagle US Value Fund C1 1 — None
Janus Balanced Fund C1) — Int/Div
Sterling Capital Stratton Small Cap Value Fund — None
Janus Flexible Bond Fund CLT — Int/Div
Charles Schwab Bank (Cash Account) — None
IRA #£2(H)
Pamassus Core Equity Fund Investor SH — None
Charles Schwab Bank (Cash Account) — None
State of California Savings Plus Program (401457 (HY
Large Cap Fund — Interest
Target Date Fund — Interest
Schwab 529 College Savings Plan Short Term Portfolio — None
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 Aggressive Portfolio — Int/Div
United Health Group — Int/Div
Charles Schwab Bank (Cash Account) (X) — None
Chase Bank (Cash Account) (X) — None
American Express Bank (Cash Account) — Interest
U.S. Series E Savings Bonds — Interest
Rental Property #1 Orange County, CA — Rent
IRA 43 (H)
Rental Property #2 Orange County CA — Rent
Custodial Cash — None
Judicial Advisory Council, Association of Business and Trial Lawyers
Liability — Ditech — Mortgage on Rental Property #1, Orange County, CA (Part VII)
Part VI, p.3: Exisiting mortgage on Rental Property #1 was transferred by existing creditor (Residential Credit Solutions) to new creditor (ditech).

Part VIL, p.4, line 6: Fund name changed from “Stratton Small Cap Value Fund” to “Sterling Capital Stratton Small Cap Value Fund”,

Part VIL, p4, line 10: Fund name changed from “Parnassus Equity Income Fund Investor SH” to “Pamassus Core Equity Fund Investor SH",

Part VIL, p. §, line 21: This cash account was mistakenly included only as part of IRAs #1 & #2 in prior reports, however, [also have a cash account outside the

IRAs. Please accept this as my amendment.

Part VIL, p. 5, line 22: Held in prior years, but not reported because | misinterpreted the mstructions to require report of interest-bearing financial institution (i.e.

bank) accounts only, Please accept this us my amendment,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8258. Public record. Not legal advice.