# Mary J Schoelen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9282

## Record

- **Judge:** Mary J Schoelen
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 9

## Text

USAA Income Stock Fund (Roth IRA) — Int/Div
Fidelity Spartan Intl Index Fund (403(h)) — Int/Div
Fidelity 500 Index Fund Premium Class (IRA) — None
Vanguard Institutional Index Fund (403(b)) — Int/Div
Vanguard Developed Markets Index Fund (403(b)) — Int/Div
Vanguard Institutional Index Fund (401(a)) — Int/Div
Vanguard Developed Markets Index Fund (40a) — Int/Div
TIAA Traditional Fund (403(b)) — Interest
CREF Equity Index Fund (403(b}) — None
TIAA/CREF International Equity Index (403(bh)) — Int/Div
TIAA/CREF S&P S00 Index (403(b)) — Int/Div
TIAA Real Estate Fund (403(b)) — Interest
Mass Mutual S&P S00 Index Fd(Nrthrm Tr) (403(b)) — None — Buy (add'l)
FIDELITY BROKERAGE ACCT
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 Mutual Fund (FUSVX) — Int/Div
Fidelity Total Bond Fund (FTBFX) — Int/Div — Buy (add'l)
VANGUARD MUTUAL FUND ACCT
Total Stock Mkt Idx Adm (VTSAX) — Int/Div — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)
Total Bond Mkt Index Inv (VBMFX) — Int/Div — Buy (add'l)
Total Bond Mkt Index Inv (VBMFX) — Buy (add'l)
Total Bond Mkt Index Inv (VBMFX) — Buy (add'l)
Total Bond Mkt Index Inv (VBMFX) — Buy (add'l)
Total Bond Mkt Index Inv (VBMFX) — Sold
Total Bond Mkt Index Adm (VBTLX) — Int/Div — Buy
Total Bond Mkt Index Adm (VBTLX) — Buy (add'l)
Total Bond Mkt Index Adm (VBTLX) — Buy (add'l)
Total Bond Mkt Index Adm (VBTLX) — Buy (add'l)
MERRILL EDGE BROKERAGE ACCT
T Rowe Price Extended (PEXMX) — Int/Div
T Rowe Price Total (POMIX) — Int/Div
S10.
BANK ACCOUNTS
Bank of America - Checking Acct. (X) — None
Ally Bank - Savings Account — Interest
Bank of America - Regular Savings Acct — Interest
Bank of America - Money Market Savings Acct (Y)
Bank of America - Platinum Money Market Savings Acct (Y)
US. TREASURY-DIRECT ACCOUNTS
Series Savings Bonds mm) — Interest
Senes Savings Bonds IE ) — Interest
Part VII, line 37-45: The Vanguard bond fund VBMFX that was reported in 2016, was converted to VBTLX on 4/20/17. All assets were tranferred from the old

fund into the new fund.

Part VII, Line 52: This Bank of America checking account should have been reported previously. | misunderstood the instructions in previous years and thought

that only savings accounts, and not checking accounts, needed to be rt 5

Part VII, Line 55-56: These two savings accounts reported in 2016 had balances below the $1000.00 reporting threshold on 12/31/17.

Part VIL, lines 59-60): Both | and my spouse previously purchased U.S. Savings Bonds (Series 1). As these bonds are keyed to an individual's Social Security

Number, we have divided the bonds into JREG_—GT—G—G—_G—_—— od ——

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9282. Public record. Not legal advice.