# Robert Lanier Anderson 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16154 ## Record - **Judge:** Robert Lanier Anderson 3 - **Year:** 2012 - **Report type:** Annual - **Pages:** 10 ## Text SunTrust Bank - checking account — Interest Euro Pacific Growth Fund (IRA) — Int/Div Euro Pacific Growth Fund (IRA) — Int/Div Sturges Mfg, Utica, NY (common) — Int/Div Exxon (common) — Int/Div SunTrust Bank (common) — Int/Div TIAA-CREF — Int/Div House and lot, Bibb County, GA — Reat SunTrust Bank (common) — Int/Div shares Russell 1000 Index — Int/Div shares Russell 2000 Value — Int/Div shares Russell 2000 Index — Int/Div shares Russell 1000 Index — Int/Div shares Russell 2000 Value — Int/Div shares Russell 2000 Index — Int/Div shares Russell 1000 Index (IRA) — Int/Div shares Russell 2000 Value (IRA) — Int/Div shares Russell 2000 Index (IRA) — Int/Div shares Russell 1000 Index (IRA) — Int/Div shares Russell 2000 Value (IRA) — Int/Div shares Russell 2000 Index (IRA) — Int/Div Genworth Life Ins. Co (whole life) — Int/Div SunTrust Bank - money market — Interest H(RLA/CHARLES SCHWAB CUST IRA ROLLOVER) — Part VII Schwab US Treas. Money Fund — Interest Vanguard Bond Index Fund (BSV) — Int/Div — Sold SPDR Gold Tr. (GLD) — Int/Div FPA New Income CLA — Int/Div — Sold (part) FPA New Income CLA — Int/Div — Sold (part) Schwab GNMA Fund (SWGSX) — Int/Div — Sold (part) Schwab GNMA Fund (SWGSX) — Int/Div — Sold (part) Schwab GNMA Fund (SWGSX) — Int/Div — Buy (add'l) Doubleline Tot. Return Bd. — Int/Div — Buy Doublelme Tot Return Bd — Int/Div — Buy (add'l) Invesco Balanced Risk Fund — Int/Div — Buy Investco Balanced Risk Fund — Int/Div — Buy (add'l) Permanent Portfolio — Int/Div — Buy PIMCO Exch Traded Fund — Int/Div — Buy iShares DJ Select Div, Fund — Int/Div — Buy iShares DJ Select Div. Fund — Int/Div — Sold H(RLA SCHWAB INDIVIDUAL ACCOLNT — Part VII Schwab US Treas Money Fund — Interest IShares DJ Select Div. Fund (DVY) — Int/Div — Sold Vanguard Div. App. (VIG) — Int/Div — Sold Schwab GNMA Fund (SWGSX) — Int/Div — Sold Vanguard Bond Index Fund Sht. Term Bond ETF (BSV) — Int/Div — Sold (part) Vanguard Bond Index Fund Sht. Term Bond ETF (BSV) — Int/Div — Buy (add'l) Vanguard Bond Index Fund Sht. Term Bond ETF (BSV) — Int/Div — Sold (part) PIMCO All Asset Fund — Int/Div — Buy PIMCO Exch Traded Fund — Int/Div — Buy Doubleline Total Return Fund — Int/Div — Buy Permanent Portfolio Fund — Int/Div — Buy H (ADDITIONAL STERNE AGEE ASSETS) — Part VII Vanguard Appreciation — Int/Div PIMCO Funds Unconstrained Bond Fund Class A — Int/Div PIMCO Funds Unconstrained Bond Fund Class A — Int/Div — Buy PIMCO Funds Unconstrained Bond Fund Class A — Int/Div — Buy Agreement — 1117/07 — R. Lanier Anderson, [11/Chas. Schwab & Co. Cust’ IRA rollover Part 111 A and B: 1 have not reported for myself [JE this year or in the past several years, the mandatory distributions after age 70 1/2 from my RLA/ Charles Schwab Cust. Rollover or from the other IRA of mine [ll This is because Instructions at page 19 provides: "No income should be disclosed in this part [Part 11] if it is derived from an investment asset that should be reported in Part VII Part VII, Line 24, is simply a heading to disclose that the following liness (lines 25 through 40) describe holdings or transactiosn in RLA Schwab IRA Rollover during 2011, Part VII, line 41 is simply 4 heading to disclose that the following lines (lines 42 through 52) describe holdings or transations in the RLA Schwab individual account during 2011 Part V1 line 53, is simply a heading to disclose that lines 54 through 57 describe holdings that were either already in or added to RLA and [ij Sterne-Agee brokerage accoul Other holdings in those accounts were reported on early lines of Part VII. The item in line 54 (Vanguard Appreciation) had appeared in line 84 of the 2011 Report, but was moved so as not to get confused with assets in the RELA Schwab Individual Account. And the item on line 55 (PIMCO Funds Unconstrained Bond Fund Class A) had appeared on line 85 of the 2011 Report, but wis moved so as not to get confused with assets in the RLA Schwab Individual Account. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16154. Public record. Not legal advice.