# Stephen B. Jackson jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15061

## Record

- **Judge:** Stephen B. Jackson jr
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

TIAA CREF 201(a)H)
rental property, IEE — Rent
US. Bank Accounts — Interest
IRA #1 (H) (on previous report this was IRA “3
Power Shares DB Commodity Index Tracking Fund — Int/Div — Sold
AQR Managed Futures Strategy — Int/Div — Buy
DFA Investment Grade — Int/Div
DFA International Vector Equity — Int/Div
DFA Intemational Value — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Emerging Markets Value — Int/Div — Sold
DFA Emerging Markets Small Cap — Int/Div — Buy
DFA Global Fixed Income — Int/Div
DFA Intemational Core Equity — Int/Div
DFA Short Term Extended Quality — Int/Div
DFA US Large Cap Growth — Int/Div
DFA US Vector Equity — Int/Div — Sold
DFA US Core Equity — Int/Div
DFA One-Year Fixed Income — Int/Div
DFA US Targeted Value — Int/Div — Buy
DFA US Targeted Value — Buy (add'l)
DFA Two-Year Global Fixed Income — Int/Div
Diamond Hill Long Short — Int/Div
Permanent Portfolio — Int/Div
Vanguard Reit Index — Int/Div
IRA #2 (H) {on previous report this was IRA ©S)
Power Shares DB Commodity Index Tracking Fund — Int/Div — Sold
AQR Managed Future Strategy — Int/Div — Buy
DFA Investment Grade — Int/Div
DFA Intemational Vector Equity — Int/Div
DFA International Value — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Emerging Markets Value — Int/Div — Sold
DFA Emerging Markets Small Cap — Int/Div — Buy
DFA Global Fixed Income — Int/Div
DFA International Core Equity — Int/Div
DFA Short Term Extended Quality — Int/Div
DFA US Large Cap Growth — Int/Div
DFA US Vector Equity — Int/Div — Sold
DFA US Core Equity — Int/Div
DFA US Targeted Value — Int/Div — Buy
DFA One-Year Fixed Income — Int/Div
DFA Two-Year Global Fixed Income — Int/Div
Diamond Hill Long Short — Int/Div
Permanent Portfolio — Int/Div
Vanguard Reit Index — Int/Div
IRA #3 (H) (on previous report this was IRA an
Discover Bank Cash Acct — Interest — Sold
Goldman Sachs Bank USA Cash Acct — Interest — Buy
Russell Lifepoints Fund Growth Strategy — Int/Div
TIAA CREF 457(bXH)
TIAA CREF Lifecycle 2030 — Int/Div
TIAA CREF S&P 500 Index — Int/Div
S29 Plan #1 (H)
BlackRock Mod 13-16 Age Based Option — Int/Div
BlackRock Aggressive Growth — Int/Div
529 Plan #2 (H)
Amcap Fund — Int/Div
American Balanced Fund — Int/Div
Amencan High Income Trust — Int/Div
Capital Income Builder — Int/Div
Capital World Growth and Income — Int/Div
Fundamental Investor — Int/Div
Growth Fund of America — Int/Div
529 Plan #3 (H)
Ohio Tuition Trust Fifth Third Cash Account — Interest — Buy
Trust #1 (H) (Beneficiary)
Amencan Funds Money Market A — None
Amencan Funds Bond Fund of America A — Int/Div
American Funds Capital World Bond Fund A — Int/Div
Trust #2 (H) (Beneficiary)
Lincoln Universal Life Insurance — Interest — note m Part VII
Trust £3 (H) (Beneficiary)
Transamerica Universal Life Insurance — Interest — note m Part VII
Secretary/ Treasurer, lowa Judges Assocution
Agreement — 2010 — State of lowa Judicial Retirement System, defined benefit pension, no control
Income — 2015 — State of lows, District Court Judge - Salary — $16,275.78
Spouse's income — 2015 — Self-employed progressional organizer
Section VII Investments and Trusts. DFA 1s abbreviation for Dimensional Fund Advisors.

Section VII, Investments and Trusts.

Trust #2 and Trust #3 were each initiated in 2015, and hold the assets previously listed on Lines 90 and 91, respectively in

the prior year's report,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15061. Public record. Not legal advice.
