# Sarah S. Vance > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/18565 ## Record - **Judge:** Sarah S. Vance - **Year:** 2014 - **Report type:** Annual - **Pages:** 18 ## Text IRRA #2, Rollover Merrill Lynch (H): Merrill Lynch USA Rasp / Cash — Int/Div — Note mn Section vHL iShares MSCI EAFE Index (EFA) — Int/Div — Buy (add'l) iShares MSCI EAFE Index (EFA) — Buy (add'l) iShares MSCI EAFE Index (EFA) — Buy (add'l) iShares iBoxx $ Invt Grade Corp BD Fund (LOD) — Int/Div — Buy iShares iBoxx $ Invt Grade Corp BD Fund (LOD) — Buy (add'l) iShare Barlcys 20+ Yr Treas Index Fund (TLT — Int/Div — Sold — Note m Section VIL iShares Barclays TIPS BO Protected SECS FD(TIM — Int/Div — Buy (add'l) iShares Barclays TIPS BO Protected SECS FD(TIM — Buy (add'l) iShares Barclays TIPS BO Protected SECS FD(TIM — Sold (part) iShares Barclays 3-7 YEAR TRSY BD FD {IED — Int/Div — Buy iShares Barclays 3-7 YEAR TRSY BD FD {IED — Buy (add'l) iShares Barclays MBS BON Fund (MBB) — Int/Div — Buy — Note mn Section VHL SPDR Barclays INTL Treasury Bond ETF (BWX) — Int/Div — Sold (part) — Note mn Section VIL SPDR Barclays INTL Treasury Bond ETF (BWX) — Buy SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold SPDR Barclays High Yield Bond ETF (INK) — Int/Div — Sold (part) SPDR Barclays High Yield Bond ETF (INK) — Buy Vanguard Small Cap Value ETF (VBR) — Int/Div — Buy Vanguard Small Cap Value ETF (VBR) — Buy (add'l) Vanguard Small CAP Growth ETF (VBK) — Int/Div — Sold (part) Vanguard Value ETF (VTV) — Int/Div — Buy Vanguard Value ETF (VTV) — Buy (add'l) Vanguard Growth ETF (VUG) — Int/Div — Sold (part) — Note in Section VIL Vanguard Growth ETF (VUG) — Buy (add'l) Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Buy Vanguard Intermediate Term Bond ETF (BIV) — Buy (add'l) Vanguard Short Term Bond (BSY) — Int/Div — Sold (part) Vanguard Short Term Bond (BSY) — Buy (add'l) Vanguard Short Term Bond (BSY) — Sold (part) Maarket Vectors EMRG MKTS Local Currenty Debt ETF (EMLC) — Int/Div — Buy Maarket Vectors EMRG MKTS Local Currenty Debt ETF (EMLC) — Buy (add'l) Powershares Global Exchange Traded FD TRI(PCY) — Int/Div — Buy Powershares Global Exchange Traded FD TRI(PCY) — Buy (add'l) Powershares Preferred Portfolio (PGX) — Int/Div — Buy Emerging Global Shares (ECON) — Int/Div — Sold (part) — Note m Section viL iShares INC CORE MSCHIEMG) — Int/Div — Sold (part) — Note mn Section VIL IRA #3, Merrill Lynch New Orleans (H): Memll Lynch Retirement Reserves / Cash — Int/Div ML Bank USA Rasp — Int/Div iShares MSC1 EAFE Index fund (EFA) — Int/Div — Buy iShares MSC1 EAFE Index fund (EFA) — Buy (add'l) iShares MSC1 EAFE Index fund (EFA) — Buy (add'l) iShares iBoxx $ INVT Grade Corp BD Fund (LOD) — Int/Div — Buy — Note mn Section vIiHL iShare Barclays 20+ YR TREAS Index Fund (TLT) — Int/Div — Sold — Note in Section VIL ishares Barclays TIPS BO Protected SECS FD (TIM) — Int/Div — Buy (add'l) ishares Barclays TIPS BO Protected SECS FD (TIM) — Sold (part) iShares Barclays 3-7 YEA TRSY BD FD (IE — Int/Div — Buy iShares Barclays 3-7 YEA TRSY BD FD (IE — Buy (add'l) iShares Barclays MBS BON Fund (MBB) — Int/Div — Buy — Note in Section VIL SPDR Barclays INTL Treasury Bond ETF (BWX) — Int/Div — Sold (part) — Note m Section VIL SPDR Barclays INTL Treasury Bond ETF (BWX) — Buy SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold SPDR Barclays High Yield Bond ETF (INK) — Int/Div — Sold (part) Vanguard Small Cap Value ETF (VBR) — Int/Div — Buy — Note m Section VIL Vanguard Small Cap Growth ETF (VBK) — Int/Div — Buy Vanguard Value ETF (VTV) — Int/Div — Buy Vanguard Value ETF (VTV) — Buy (add'l) Vanguard Growth ETF (VUG) — Int/Div — Sold (part) — Note m Section VIL Vanguard Growth ETF (VUG) — Buy Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Buy — Note mn Section VIL Vanguard Intermediate Term Bond ETF (BIV) — Buy (add'l) Vanguard Short Term Bond (BSV) — Int/Div — Sold (part) Vanguard Short Term Bond (BSV) — Buy (add'l) Vanguard Short Term Bond (BSV) — Sold (part) Market Vectors EMRG MKTS Local Currency DEBT ETF (EMLC) — Int/Div — Buy Market Vectors EMRG MKTS Local Currency DEBT ETF (EMLC) — Buy (add'l) Powershares Global Exchange Traded FD TR (PCY) — Int/Div — Buy Powershares Global Exchange Traded FD TR (PCY) — Buy (add'l) Powershares Preferred Portfolio (PGX) — Int/Div — Buy — Note m Section VIL Emerging Global Shares (ECON) — Int/Div — Sold (part) — Note mn Section VIL iShares INC CORE MSCHIEMG) — Int/Div — Sold (part) — Note in Section VIL Profit Sharing Retirement Plan - Fidelity Invest. Account (HY Ret Gov't (Money Market Fund) — Int/Div — Buy (add'l) Ret Gov't (Money Market Fund) — Sold (part) Ret Gov't (Money Market Fund) — Buy (add'l) Ret Gov't (Money Market Fund) — Sold (part) Ret Gov't (Money Market Fund) — Buy (add'l) Fidelity Growth Company K (FGCKX) — Int/Div — Sold (part) Harbor Int] Inst (HAINX) — Int/Div — Buy (add'l) Harbor Int] Inst (HAINX) — Sold (part) Fidelity Emerging Mkts K (FKEMX) — Int/Div — Sold Spartan US Bond Index Fund (FXSTX) — Int/Div — Buy (add'l) Goldman Sachs Small Cap Value Class A (GSSMX) — Int/Div — Buy (add'l) Goldman Sachs Small Cap Value Class A (GSSMX) — Sold (part) Lazard Emerging Mkts Institutional (LZEMX) — Int/Div — Sold (part) Fidelity Cash Reserves (FDRXX) — Int/Div — Buy (add'l) Fidelity Cash Reserves (FDRXX) — Sold (part) Fidelity Cash Reserves (FDRXX) — Sold (part) Fidelity Cash Reserves (FDRXX) — Buy (add'l) Vanguard INFL PROT SEC — Int/Div — Note m Section VIL Gabelli Equity Income CL A — Int/Div — Sold (part) Pimco Income Fund CL DT — Int/Div — Buy (add'l) Pimco Income Fund CL DT — Buy (add'l) Pimco Income Fund CL DT — Buy (add'l) Vanguard Inflation PROT ADM (VAIPX) — Int/Div Fidelity Balanced K — Int/Div — Buy Fidelity Balanced K — Sold Cash Management Account, Merrill Lynch (Hy Cash / CMA Money Fund — Int/Div Blackrock Global Allocation FD INC ( — Int/Div — Sold (part) Trust, Merrill Lynch (H): Cash / CMA Money Fund — Interest Columbia Marsico Focused Eq A INFEAX) — Int/Div Lord Abbett Developing Growth Fund CL A — Int/Div Putnam Intemational Equity Fund CL A — Int/Div Davis NY Venture FD A — Int/Div Checking and Money Market Accounts, J.P. Morgan — Interest Judicial & Justice Federal Credit Union — Interest Estate #1 — Int/Div Morgan Stanley Money Market Account Morgan Stanley Bank, NA. (H): — Interest Hancock Holding Co. (HBHC) — Int/Div — Sold (part) Hancock Holding Co. (HBHC) — Sold Columnbia Tax Exempt A (COLTX) — Int/Div — Sold (part) — Note mn Section VIL Columnbia Tax Exempt A (COLTX) — Sold EV National Muni Income A (EANAX) — Int/Div — Sold (part) — Note mn Section VIL EV National Muni Income A (EANAX) — Sold INVESCO Muni Income A (VKMMX) — Int/Div — Sold (part) — Note mn Section VIL INVESCO Muni Income A (VKMMX) — Sold Consulting Grp Core Fixed Inc (THUX) — Int/Div — Buy Consulting Grp Core Fixed Inc (THUX) — Buy (add'l) Consulting Grp Emre Mkt EQ INV (TEMUX) — Int/Div — Buy Consulting Grp Emre Mkt EQ INV (TEMUX) — Buy (add'l) Consulting Grp HI YLD Invstmnt (THYUX) — Int/Div — Buy Consulting Grp HI YLD Invstmnt (THYUX) — Buy (add'l) Consulting Grp Intl EQ Invest {TIEUX) — Int/Div — Buy Consulting Grp Intl EQ Invest {TIEUX) — Buy (add'l) Consulting Grp Intl FX Inc Inv (TIFUX) — Int/Div — Buy Consulting Grp Intl FX Inc Inv (TIFUX) — Buy (add'l) Consulting Grp LG Cap Val Eq (TLVUX) — Int/Div — Buy Consulting Grp LG Cap Val Eq (TLVUX) — Buy (add'l) Consulting Grp LG Cap Val Eq (TLVUX) — Sold (part) Consulting Grp LG Cap Val Eq (TLVUX) — Sold (part) Consulting Grp LG CP GW Invest (TLGUX) — Int/Div — Buy Consulting Grp LG CP GW Invest (TLGUX) — Buy (add'l) Consulting Grp SM CP GW Invest (TSGUX) — Int/Div — Buy Consulting Grp SM CP GW Invest (TSGUX) — Sold (part) Consulting Grp SM GP VL EQ Iny (TSVUX) — Int/Div — Buy Consulting Grp SM GP VL EQ Iny (TSVUX) — Buy (add'l) Consulting Grp SM GP VL EQ Iny (TSVUX) — Sold (part) Merrill Lynch: (H) iShares INC Core MSCI Emerging MKTS ETF (1IEMG) — Int/Div — Sold (part) — Note in Section VIL Vanguard Small Cap Growth ETF (VBK) — Int/Div Vanguard Value ETF (VTV) — Int/Div — Buy (add'l) Vanguard Value ETF (VTV) — Buy (add'l) Vanguard Value ETF (VTV) — Buy (add'l) Vanguard Growth ETF (VUG) — Int/Div — Sold (part) Vanguard Growth ETF (VUG) — Buy (add'l) Vanguard Growth ETF (VUG) — Buy (add'l) Vanguard Growth ETF (VUG) — Buy (add'l) Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Buy Vanguard Short Term Bond (BSV) — Int/Div — Sold (part) Market Vectors EMRG MKTS Local Currency Debt ETF (EMLC) — Int/Div — Buy Market Vectors EMRG MKTS Local Currency Debt ETF (EMLC) — Buy (add'l) Powershares Global Exchange Traded FD TR(PCY) — Int/Div — Buy Powershares Global Exchange Traded FD TR(PCY) — Buy (add'l) Powershares Global Exchange Traded FD TR(PCY) — Buy (add'l) Powershares Preferred Portfolio (PGX) — Int/Div — Buy (add'l) Powershares Preferred Portfolio (PGX) — Buy (add'l) SPDR Barclays INTL Treasury Bond ETF (BWX) — Int/Div — Buy (add'l) SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold (part) SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold SPDR Barclays High Yield Bond ETF INK) — Int/Div — Sold (part) SPDR Barclays High Yield Bond ETF INK) — Buy SPDR Barclays High Yield Bond ETF INK) — Buy (add'l) Vanguard Small Cap value ETF (VBR) — Int/Div — Buy Vanguard Small Cap value ETF (VBR) — Buy (add'l) Vanguard Small Cap value ETF (VBR) — Buy (add'l) Emergmg Global Shares Dow Jones (ECON) — Int/Div — Sold (part) Emergmg Global Shares Dow Jones (ECON) — Buy Emergmg Global Shares Dow Jones (ECON) — Buy (add'l) iShares MSC1 EAFE (EFA) — Int/Div — Buy iShares MSC1 EAFE (EFA) — Buy (add'l) iShares iBoxx $ IVT Grade CORP BD (LOD) — Int/Div — Buy iShares iBoxx $ IVT Grade CORP BD (LOD) — Buy (add'l) iShares 20+ Year Treasury Bond ETF (TLT — Int/Div — Buy iShares 20+ Year Treasury Bond ETF (TLT — Sold iShares TIPS Bond ETF (TIP) — Int/Div — Buy (add'l) iShares TIPS Bond ETF (TIP) — Buy (add'l) iShares TIPS Bond ETF (TIP) — Sold (part) iShares 3-7 Year treasury Bond ETF (1EI — Int/Div — Buy (add'l) iShares 3-7 Year treasury Bond ETF (1EI — Buy (add'l) iShares MBS ETF (MBB) — Int/Div — Note m Section VIL ML Bank Deposit Program — Int/Div — Note mn Section VIL Board Member, New Orleans Chapter Federal Bar Association Board Member, Tulane Law Institute National Advisory Board Bowrd Member, Tulane Law School «« Dean's Advisory Board Council Member, Amencan Law Institute Reimbursement — American Law Institute — January 15-17, 2014 — Philadelphia, Pennsylvanic — Council Meeting — Travel, lodging, meals Reimbursement — American Law Institute — May 18-19, 2014 — Washington, D.C — Council Meeting — Travel, lodging,meils Reimbursement — Amencan Law Institute — September 3-4, 2014 — Philadelphia, Pennsylvania — Advisers Meeting — Travel, lodging, meals Reimbursement — American Law institute — October 15-17, 2014 — New York, New York — Council Meeting — Travel, lodging, meals Spouse's income — 2014 — Jones Walker LLP « income from law practice Line 104 -- The asset was inadvertently reported as “Sold” on line 147 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold (part)" on the 2013 Financial Disclosure Report. Line 152 - (Header) Lines 208-249 of the 2013 Financial Disclosure Report were incorrectly listed as part of the Morgan Stanley account listed at line 203, Those assets were ina new account at Merrill Lynch. The 2014 Report correctly lists these assets under the Merrill Lynch account shown on lines 152-196. Line 153 — The assct was inadvertently reported as “Sold” on line 210 of the 2013 Financial Disclosure Report. The asset should have been reported as “Sold (part)" on the 2013 Finuncial Disclosure Report. Line 154 - The asset was inadvertently reported us "Sold™ on line 212 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold (part)" on the 2013 Financial Disclosure Report. Line 194 — The asset was madvertently reported as “Sold” on line 245 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold (part)" on the 2013 Financial Disclosure Report. Line 195 — The asset was inadvertently reported as “Sold” on line 247 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold (part)" on the 2013 Financial Disclosure Report. +¢¢ SELF-INITIATED AMENDMENT ‘on 11/2315 Line 124 — The Amount Code was madvertly left off of the 2014 report. The asset should have been reported with the Amount Code "A. Line 126 - The Amount Code was inadvertly left off of the 2014 report. The asset should have been reported with the Amount Code "A." Line 128 — The Amount Code was inadvertly left off of the 2014 report. The asset should have been reported with the Amount Code "A." Line 196 - The asset was completely sold on June 7, 2013, and should not have been listed on the 2014 report, Line 196 was deleted in the Self-Initiated Amendment, and filed on 11/23/15, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18565. Public record. Not legal advice.