# William H. Steele

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18528

## Record

- **Judge:** William H. Steele
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Regions Bank Account — Interest
Fidelity Puritan — None — Sold
Nationwide Retirement Solutions (457h) evel of risk only) — istnibution
Wells Fargo Advisors - (IRA) — Int/Div
Centennial Money Market
SunAmerica Blue Chip Fund Class B
Pumam International Growth Fund
Precision Drilling
Wells Fargo Advisors (IRA) — Int/Div
Alliance Bernstein Large-Cap Growth Class A
Alliance Bernstein Global Thematic Growth Fund
John Hancock Regional Bank
Alliance Real Estate Investment Fund
Jennison Blend Fund Class A
Wells Fargo Advisors
Alliance Large Capital Growth — None
John Hancock Financial Industries — Int/Div — Sold
Centennial Money Market — Interest
Templeton Foreign — None — Sold
Mutual Shares (TESIX) — Int/Div
Putnam Allstate Advisor (Annuity) — None
Putnam FD for Growth & Income — Int/Div — Sold
Putnam Invt Fds Mult-Cap Value Fund — Int/Div
Fidelity Adv Emerging Markets Income Fund — Int/Div
Campbell Strategic Allocation Fund — Int/Div
Europacific Growth Fund (American Funds) — None — Sold
Fundamental Investors Inc. (American Funds) — Int/Div
Growth Fund of America (American Funds) — Int/Div
New Economy Fund (American Funds) — Int/Div
Washington Mutual (American Funds) — Int/Div
Nationwide Annuity — None
Wells Fargo Advisors - IRA (FBO) — Int/Div — Sold (part)
Putnam Intl. Growth Fund
Putnam Invt Fds Multu-Cap Value Fund
Putnam Voyager Fund — Sold (part)
Euro Pacific Growth ( American Funds)
Growth Fund of America (American Funds)
Nuveen Short Duration Credit Opp. Fd
Navelher Vireo Alphadex Fund — Int/Div — Buy
Steele Enterprises LLC — None
Rental property Orange Beach AL — Rent
Income — 12 — Musician Fees — S1.050.00
Spouse's income — 112:3112 — Self-employed (accounting consultant)
Spouse's income — 12:3112 — Retirement income from Retirement Systems of Alabama
Spouse's income — 12 — Deterred Compensation distribution from Public Nationwide Retirement Solutions (also shown mn Part VII)
VIL3 - The Nationwide Retirement Solution (457b) - | am only able to select the Level of Risk in this retirement plan, and have no control over the selection of

individual investments. Invesco VK Gr Inc A and WEA Disc Admn is the investment manager. Previously, | listed the investments that were chosen by the

Investment Manager for my plan, but | now understand that listing these investments is not required, since | have no control over their selection. Therefore, the

individual investments in this retirement plan are not listed in this report.

VIL40 - It is not anticipated that any income will be derived from the LLC. All income will be realized by the manager.

Vilvarious - "*' denotes header information,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18528. Public record. Not legal advice.