# Mary J Schoelen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8925

## Record

- **Judge:** Mary J Schoelen
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 7

## Text

USAA Income Stock Fund (Roth IRA) — Int/Div
Fidelity Spartan Intl Index Fund (403(h)) — Int/Div
Fidelity Spartan S00 Index Fund (IRA) — Int/Div
Vanguard 500 Index Fund (403(h)) — Int/Div — Buy (add'l)
Vanguard Developed Markets Index Fund (403(b)) — Int/Div
Vanguard 500 Index Fund (401(a)) — Int/Div — Buy (add'l)
Vanguard 500 Index Fund (401(a)) — Buy (add'l)
Vanguard Developed Markets Index Fund (40a) — Int/Div
TIAA Traditional Fund (203(b)) — Interest
CREF Equity Index Fund (403(h)) — None
TIAA/CREF International Equity Index (403(b)) — None
TIAA/CREF S&P 500 Index (403(b)) — None
TIAA Real Estate Fund (403(b)) — None
FIDELITY BROKERAGE ACCT
Fluor Corp Common Stock (FLR) — Int/Div
iShares EAFE Index exchange traded fund (EFA) — Int/Div
S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None
Fidelity Spartan 500 Index Investor Class Mutual Fund — Int/Div
Fidelity Cash Reserves Money Mkt Fund — Interest — Sold
BANK ACCOUNTS
Bank of America - Money Market Savings Acct (X) — Interest — Open
Bank of America - Regular Savings Acct — Interest
Liability — Department of Education — student loan
Spouse's income — 2011 — oo salary
Part 111. B., line 1:

was still employed by the

in 2011, but he was on loan to the U.S. Department of Homeland Security for the

entire year. The federal government reimbursed the

for his salary.

Part VII: Regarding monthly contributions to

403b and 40a retirement accounts (lines 1-13): We were advised only monthly contributions exceeding

$1000 need to be reported. The majority of contrubutions were below that threshold, but the three over $1000 are declared.

Part VII, lines 14-20 are all part of the Fidelity Brokerage Account.

Part VII: All shares of AT&T Common Stock (T) were sold in 2010 (as noted on the 2010 FDR) so this entry has been deleted from the 2011 FDR.

Part VIL, line 24: The Bank of America Money Market Savings Account was established in 2011, with the funds from the sale of the Fidelity Cash Reserves

Money Mkt Fund (line 21).

Part VII, line 25: The Bank of America Regular Savings Account has existed for several years at roughly this amount, but this is the first year that it is listed in the

FDR.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8925. Public record. Not legal advice.