# Roberto Antonio Lange > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12004 ## Record - **Judge:** Roberto Antonio Lange - **Year:** 2018 - **Report type:** Annual - **Pages:** 7 ## Text Eastman Lange LLC — None New York Life universal policy from 1992 — Int/Div New York Life umversal policy from 1995 — Int/Div First Bank & Trust account — Interest Merrill Lynch IRA brokerage account Assured Guaranty 7/1/24 bond (AGO24) — Interest — Buy Goldman Sachs 6/15/20 bond (GS20B) — Interest HSBC 3/08/21 bond — Interest Nuveen Real Estate Securities (FARCX) — Int/Div — Buy (add'l) USD Aspen Ins. 11/15/23 bond (AHL23) — Interest Vanguard Total Stock Market (VT1) — Int/Div — Sold (part) Wellpomt 5/15/22 bond (ANTM22) — Interest Wells Fargo 2/13/23 bond (WFC23) — Interest Memill Lynch tax free bond acct (reconstituted in 2013; see notes) Oppenheimer Senior Class C (O0SCX) — Int/Div Loomis Sayles Strategic (NECZX) — Int/Div IEEE Current 529 Plans (Y) (absolutely no control: see notes) Scholar's Choice 529 Plan- J — Int/Div Scholar's Choice $29 Plan- Jl 2 — Int/Div Scholar's Choice 529 Plan- jill 3 — Int/Div to J and IE = — None Member, Eastman Lange LLC Line items 5 through 13 of Part VII are part of one Merrill Lynch account that is an Individual Retirement Account ("IRA"). That IRA account was opened in late 2009 and funded at the inception of 2010 with monies from liquidation of Judge Lange's 401(k) account from his previous employment with Davenport, Evans, Hurwitz & Smith LLP. An effort has been made to simplify investments in this account so as to simplify this annual disclosure. Line items 14 through 16 of Part VII were part of « Merrill Lynch tax tree bond portfolio that Judge Lange opened on July 25, 2011, with proceeds form sale of his interest in a residence in Lincoln County, South Dakota. Line items 17 through 20 of Part VII disclose 529 college savings plans in existence since 2004 for the benefit of Judge Lange's Jl /udge Lange originally opened these at Merrill Lynch, but they later were moved to Scholar's Choice without Judge Lange's involvement, The custodian on the account and the account owner is not Judge Lange, but the of the| Disclosure of the 529 Pleans were overlooked prior to the disclosure of 2011. The original 529 Plans were replaced through transactions on April 9 and 13, 2012, establishing new 529 Plans with the sume funds. Judge Lange has no investment control over his I 529 Plans, and is neither custodian nor account owner. The effort in disclosing those plans is both for the sake of utter completeness in this disclosure and continuity in the annual disclosures. Line item 21 references a loan made by Judge Lange in September of 2016 to his Jl to assist them and their I Value method code "V* is used as the value is considered to be the amount owed under a promissory note. Judge Lange revised his Merrill Lynch investment approach substantially in 2016 to simplify and streamline this disclosure. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12004. Public record. Not legal advice.