# Carolyn Baldwin McHugh

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8687

## Record

- **Judge:** Carolyn Baldwin McHugh
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

Wells Fargo Cash Accounts — Interest
Assoc. Fed. Employees Credit Union Cash Account — Interest
Voya Whole Life — Interest
401k) #1
Invesco Stable Value Fund — Int/Div
Janus Triton N — Int/Div
Virtus Real Estate Securities — Int/Div
American Funds Washington Mut. RS — Int/Div
Black Rock Equity Dividend Inst 1 — Int/Div
JP Morgan Large Cap Growth RS — Int/Div
Mainstay Large Cap Growth-1 — Int
American Beacon Small Cap Val Inst — Int/Div
T. Rowe Price Intemational Discove — Int/Div
Franklin Mutual Global Discovery Z — Int./y
American Funds Europacific Growth RS — Ine
Prudential Total Return Bond Z — Int/Div
Oppenheimer Developing Markets Y — Int/Div
Zions CashAccounts — Interest
Chase Cash Accounts — Interest
Utah Educational Savings Plan Accounts — Int/Div
Health Savings Account — Interest
Sentry 401(k) - Principal SAM Conservative Growth R3 (USD) (PCGPX NX) — Int/Div
Scott F. Young IRAs
Large Cap Fund (SLGAX) — Int/Div
Mid-cap Fund (SEMCX) — Int/Div — Buy
Intemational Equity Fund (SEITX) — Int/Div
Large Cap Growth Fund (SELCX) — Int/Div — Sold
Large Cap Value Fund (TRMVX) — Int/Div — Sold
Small Cap Fund (SLLAX) — Int/Div
S&P S00 Index Fund (SSPIX) — Int/Div — Buy
Core Fixed Income Fund (TRLVX) — Int/Div
Emerging Mkts Equity Fund (SIEMX) — Int
Real Returns Fund (SRAAX) — Sold
Mulu-Strategy Alt Fund (SMSAX) — Int/Div
High Yield Bond Fund (SHY AX) — Int/Div
Emerging Mkts Debt Fund (SITEX) — Int/Div
Government Fund (SEOXX) — Int/Div
Multi-Asset Accum Fund (SAAAX) — Int/Div
Multi-Asset Inflation Managed Fund (SIFAX) — Int/Div
US Fixed Income Fund (SUFAX) — hy
Dynamic Asset Alloc Fund (SDYAX) — Int/Div
Multi-Asset Income Fund (SIOAX) — Int
Sentry Fancial Corporation — None
Sentry Capital Co. — Int/Div
Sentry Investments — Int/Div
Sentry Investments ] — Int/Div
Sentry Investments 1 — Int/Div — Open
SLC Immovation District , LLC — Int/Div — Open
Liberty Park Pulp LLC — Int/Div — Open
S10.
Agreement — 2005 — State of Utah - Defined Benefit Pension Plan
Spouse's income — 2017 — Sentry Fmancial Corporation - salary
In preparing this year's report, | now realize the fund reported on Line 39 of the May 11, 2016 (2015 Annual Report), contained a typographical error in the bond

acronym. The fund was reported as Multi-Asset Int'l Fund (SUFAX), but should have properly been labeled Multi- Asset Inflation Managed Fund (SIFAX).

When preparing the May 11, 2017 (2016 Annual Report) the SIFAX and SUFAX accounts were properly reported. Your audit letter of September 14, 2017,

identified a missing SUFAX fund which in actuality hid been correctly listed as a SIFAX account in the Annual Report. Unfortunately, in response to the audit

letter, the fictional SUFAX account was reinserted. There is now and always has been only ONE SUFAX account and ONE SIFAX account. This year's report is

correct,

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8687. Public record. Not legal advice.
