# Bruce J. McGiverin

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10090

## Record

- **Judge:** Bruce J. McGiverin
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 7

## Text

TRUST £1 (KEOGH) — None
Prime Fund Capital Reserve
First Bank Corp Stock (Preferred)
Fidelity Health Mutual Fund
Fidelity Growth Mutual Fund
Fidelity Growth & Income Mutual Fund
Fidelity Technology Mutual Fund
Legg Mason Growth Mutual Fund
Legg Mason Value Mutual Fund
Legg Mason Capital Preservation Mutual Fund
TVA Strip Bond
Oriental Trust (IRAs) — None
ROTH Diversified Growth IRA
Investor IRA Max Accounts
Investor Education Max Account
ROTH CD IRAs — Sold (part)
ROTH CD IRAs — Sold (part)
ROTH CD IRAs) — Sold (part)
Education CD IRAs
Regarding the IRA accounts JN has at Oriental Trust, as listed in my report at Part VII, page 4, lines 12-19, the specific names of the types of IRA accounts

are listed below, followed by a description in parenthesis of the type of asset each account is comprised of:

=-ROTH Diversified Growth IRA (widely held managed fund; I have no discretion over assets);

--Investor IRA Max Accounts (fund tied to S&P 500 Index);

==Investor Education Max Account (fund tied to S&P 500 Index):

«ROTH CD IRAs (certificates of deposit).

«Education CD IRAs (certificates of deposit)

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10090. Public record. Not legal advice.