# Cormac J. Carney

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8742

## Record

- **Judge:** Cormac J. Carney
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 9

## Text

COST — Int/Div
Wells Fargo Bank Accounts — Interest
Vanguard Wellington Fund — Int/Div
Vanguard Health Fund — Int/Div
Janus Forty Fund — Int/Div
American Century - Ulta — Int/Div
County Deferred Comp. Plan
Stable Value Fund — Int/Div
Loomis Savles Cove Plus Bond N — Int/Div
IRA Brokerage
Pimco INCM - PONDX — Int/Div
Prudential High Yield Fund - PHYZX (X) — Int/Div
Schwab Money Market Fund — Interest
Clipper Fund - CFIMX — Int/Div
HD — Int/Div
MRK — Int/Div
BRKB — Int/Div
TGT — Int/Div
P&G — Int/Div
AAPL — Int/Div
Mendian Growth Fund «- MERDX — Int/Div
Schwab 1000 Index Fund - SNXSX — Int/Div
Schwab Int] Index Fund - SWINX — Int/Div
Tweedy Browne Global Value Fund TBGVX — Int/Div
Vanguard Small Cap Index Fund - NAESX — Int/Div
SPYG — Int/Div
Dodge and Cox Stock — Int/Div
American Funds Target 2025 — Int/Div
Metro West Total Retum — Int/Div
Brokerage Account
American Funds - Balanced — Int/Div
Capital Income Bldr FD - CIBCX — Int/Div
American Funds - Growth Fund — Int/Div
Investco Small Cap Value — Int/Div
Washington Mutual Investors Fund WSHCX — Int/Div
American Funds - New Perspective Fund — Int/Div
Putnam CA Tax Exempt Income FD - CLC — Int/Div
IRA Rollover
Growth FD Amer lnc - GFACX — Int/Div
Franklin Rising Dividends - FRDTX — Int/Div
Allianz NFJ Small Cap - PCVCX — Int/Div
Capital World Growth & Income CWGOX — Int/Div
Pimco Total Return - PTTAX — Int/Div
Amer Blanced Fund - BALCX — Int/Div
Investeo Global Core Eq Fund — Int/Div
Variable Life Insurance
NW Mutual - Mid Cap Grth Stock — Int/Div
NW Mutual Growth Stock Fund — Int/Div
NW Mutual Index 400 Stock Fund — Int/Div
NW Mutual Small Cap Growth Fund — Int/Div
Russell Non-US Fund — Int/Div
Russell Real Estate Securities Fund — Int/Div
T Rowe Price Small Cap Value — Int/Div
Delaware Mgmt Domestic Equity — Int/Div
Inherited IRA
JPM — Int/Div
FDFFX — Int/Div — Sold (part)
PRPFX — Int/Div — Sold (part)
FDRXX — Interest
FSCRX — Int/Div — Sold (part)
Retirement Savings Program
UC Domestic Equity Index Fund — Int/Div
UC International Equity Index Fund (X) — Int/Div
UC Domestic Sm Cap Eq — Int/Div
UC Bond Fund — Int/Div
UC Pathway 2060 — Int/Div
Spouse's income — 2017 — University of California, Irvine - salary
1

Part VII: Item 4: Effective May 1, 2017 Janus Twenty Fund was converted to Janus Forty Fund.

2

Part VII: Items 10 & 11: On August 8, 2017 Schwab Total Bond Market Fund was converted to 67% to Pimeo INCM and 33% to Prudential High Yield Fund

3

Part VIL: Item 29: Effetive June 28, 2017, Inspenity Horizon Risk - Managed 2020 Fund was converted to American Funds 2025.

4

Part VII: Item 44: On April 12, 2017 Pimeo Total Return Class C was converted to Pimeo Total Return Class A.

3

5

Part VII: Items 63 & 64: Effective October 1, 2017, UC Equity Fund was converted 85% to UC Domestic Equity Index Fund and 15% to UC Intemational

Equity Index Fund.

6. Part VII: Item 65: Effective October 1, 2017, Vanguard Small Cap Index Inst was converted to UC Domestic Small Cap Equity Fund.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8742. Public record. Not legal advice.