# Josephine L. Staton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9528

## Record

- **Judge:** Josephine L. Staton
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 7

## Text

IRA #1 — Int/Div
Ave Maria Rising Dividend Fund
First Eagle Overseas Fund CI
First Eagle US Value Fund C1 1
Janus Balanced Fund C1)
Stratton Small Cap Value Fund
Charles Schwab Bank
Janus Flexible Bond Fund CLT
IRA #2 — Int/Div
Pamassus Equity Income Fund Investor SH
Charles Schwab Bank
State of California Savings Plus Program (401K/45T) — Int/Div
Schwab 529 College Savings Plan Short Term Portfolio — Int/Div
Schwab 529 College Savings Plan Conservative Portfolio — Int./y — Sold (part)
Schwab 529 College Savings Plan Conservative Portfolio — Sold (part)
Schwab 529 College Savings Plan Conservative Portfolio — Sold (part)
Schwab 529 College Savings Plan Mod Aggressive Portfolio — Int/Div
Unitedhealth Group (UNH) — Int/Div — Sold (part)
Unitedhealth Group (UNH) — Sold (part)
Unitedhealth Group (UNH) — Sold (part)
Unitedhealth Group (UNH) — Sold (part)
Unitedhealth Group (UNH) — Sold (part)
American Express Bank, FSB Savings Account — Interest
Amencan Century Giftrust — None
U.S. Series E Savings Bonds — Interest
Rental Property #1 Orange County, CA 12013 $200,000) — Ret — Buy — Kenyon Family Trust
IRA 43 (H)
Rental Property #2 Orange County CA (2013 S160.000) — Rent — Buy — Rosales
Custodial Cash — None
Judicial Advisory Council, Association of Business Tal Lawyers
Liability — Steams Lending, Inc — Mortgage on Rental Property #1, Orange County, CA (Part VII)
Part VIL. Investments and Trusts

1) Part VII, page §, line 26 - Rental Property #1 was purchased on 02/25/13 for $200,000.00

2) Part VII, page 5, linc 28 - Rental Property #2 was purchased on 03/05/13 for $160,000.00 (In 2012, cush was moved from IRA #1 to IRA #3, no investments

were made until 2013)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9528. Public record. Not legal advice.