# James R. Klindt

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19508

## Record

- **Judge:** James R. Klindt
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Savings Account - Jacksonville Federal Credit Union — Interest
Florida College Prepaid Plan - Tuition: Dormitory; Admin fee — Interest — Sold (part)
Florida College Prepaid Plan - Tuition: Dormitory; Admin fee — Sold (part)
Florida College Prepaid Plan - Tuition: Dormitory; Admin fee — Sold (part)
American Mutual Funds American Balanced Fund - A — Int/Div
Amencan Mutual Funds Income Fund of America/College America — Int/Div
American Mutual Funds New Perspective Fund/College America — Int/Div
American Mutual Funds American High Income Trust/College — Int/Div
American Mutual Funds Intermediate Bond Fund of Amenca — Int/Div
American Mutual Funds Capital World Growth and Income — Int/Div
Amencan General Life Insurance — Interest
John Hancock IRA
Lifestyle Growth Portfolio (formerly Core Strategy) — Int/Div — Sold (part)
Lifestyle Growth MVP — Int/Div — Sold (part)
TT. Rowe Price Assoc. Capital Appreciation Value — Int/Div — Sold (part)
Voya Financial (formerly ING Life Insurance) — Interest
American Funds Tax-Advantaged Income Portfolio-C — Int/Div
Morgan Stanley Brokerage Account
Cash - Morgan Stanley Bank N.A — Interest
Mutual Fund - Franklin Utilities C — Int/Div — Sold
Mutual Fund - Loomis Sayles Core Plus BDC — Int/Div
Mutual Fund - Lord Abbett Bond Deb ( — Int/Div
Mutual Fund - Lord Abbett Income — Int/Div — Sold
Mutual Fund - Pioneer Bond — Int/Div — Sold
Mutual Fund - Blackrock Basic Value € — Int/Div — Sold
Mutual Fund - Loomis Sayles GLB EQ & NCO — Int/Div
Columbia Contrarian Core C (LCCCX) — Int/Div — Sold
JP Morgan Equity Income C (OINCX) — Int/Div
American Funds Preservation Portfolio € — Int/Div — Sold
Unit A AM European Select 18- 20Q (AEUR20Q18) — Int/Div — Buy
Unit FT INC Div EQU ALLOC 18 {IDEAIS) — Int/Div — Buy
Unit FT S&P Div AR TGT 25 2Q18 (AR2Q18) — Int/Div — Buy
Unit FT Dow Target 10 May 18 (TVMY 18} — Int/Div — Buy
Sammons Retirement
Alger Capital Appreciation Institutional — Int/Div — Buy
American Century Inflation Adjusted Bond — Int/Div — Buy
BlackRock Equity Dividend — Int/Div — Buy
Columbia Contrarian Core R — Int/Div — Buy
Columbia Dividend Opportunity R — Int/Div — Buy
Columbia Income Builder R — Int/Div — Buy
Eaton Vance Atlanta Capital SMID - Cap — Int/Div — Buy
Eaton Vance Balanced R — Int/Div — Buy
Fidelity Advisor Leveraged Cost K M — Int/Div — Buy
Fidelity Advisor Strategic Income M — Int/Div — Buy
Franklin Income R — Int/Div — Buy
Franklin Mutual Shares R — Int/Div — Buy
Franklin Rising Dividends R — Int/Div — Buy
Ivy Balanced R — Int/Div — Buy
Ivy International Core Equity R — Int/Div — Buy
Lord Abett Short Duration Income R23 — Int/Div — Buy
Lord Abett Short Duration Income R23 — Int/Div — Sold
Oppenheimer Core Bond R — Int/Div — Buy
Oppenheimer Senior Floating Rate R — Int/Div — Buy
Royce Opportunity — Int/Div — Buy
T. Rowe Price Blue Chipgrowth R — Int/Div — Buy
T. Rowe Price Intl Value Equity R — Int/Div — Buy
Templeton Global Bond R — Int/Div — Buy
Templeton Global Total Return R — Int/Div — Buy
Western Asset Core Plus Bond R — Int/Div — Buy
Franklin Dyna Tech R — Int/Div — Buy
J Hancock Disciplined Value RI — Int/Div — Buy
Janus Henderson Balanced R — Int/Div — Buy
Janus Henderson Triton R — Int/Div — Buy

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19508. Public record. Not legal advice.
