# Daniel C. Irick

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19524

## Record

- **Judge:** Daniel C. Irick
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 8

## Text

USAA Checking Account — Int/Div
USAA Savings Account — Int/Div
USAA Savings Account 2 — Int/Div
USAA Certificate of Deposit — Int/Div — Matured
Brokerage Account #1 (IRA) (H)
Vanguard BD Index Fd Inc Total Bd Market (BND) — Int/Div
Vanguard Index Fds Formerly Vanguard (YOO) — Int/Div
USAXX (Money Market) — Int/Div
USAA Treasury Mmkt {UATXX) — Int/Div
Brokerage Account #2 (529) (H)
USAA 529, Fixed Allocation Option - Age Based:Moderaie Porfolio — Int — Sold
USAA 529, Age Based Option 12-13 Moderately Conservative Portfolio — Int/Div — Buy
Brokerage Account #3 (529) (H)
USAA 529, Fixed Allocation Option - Age Based: Growth Portfolio — Int./y — Sold
USAA 529, Age-Based Option 7-8 Moderately Aggressive Portfolio — Ine — Buy
Brokerage #4 (IRA) (H)
USAA Money Market (LSAXX) — Int/Div
Vanguard Index Fds Formerly Vanguard (VOO) — Int/Div
Brokerage Account #5 (401K/PS) (H)
Oakmark Equity & Income (OAKBX) — Int/Div — Buy (add'l)
Oakmark Equity & Income (OAKBX) — Sold
Oakmark Equity & Income Institutional {OANBX) — Int/Div — Buy
Oakmark Equity & Income Institutional {OANBX) — Buy (add'l)
Oakmark Equity & Income Institutional {OANBX) — Buy (add'l)
Oakmark Equity & Income Institutional {OANBX) — Buy (add'l)
Delaware Small Cap Value Inst. (DEVIX) — Int/Div — Buy (add'l)
Delaware Small Cap Value Inst. (DEVIX) — Sold
Delaware Small Cap Value R6 (DVZRX) — Int/Div — Buy
Delaware Small Cap Value R6 (DVZRX) — Buy (add'l)
Delaware Small Cap Value R6 (DVZRX) — Buy (add'l)
Delaware Small Cap Value R6 (DVZRX) — Buy (add'l)
MFS Mid Cap Value R4 (MVCIX) — Int — Buy (add'l)
MFS Mid Cap Value R4 (MVCIX) — Sold
MFS Mid Cap Value R6 (MVCKX) — Int/Div — Buy
MFS Mid Cap Value R6 (MVCKX) — Buy (add'l)
MFS Mid Cap Value R6 (MVCKX) — Buy (add'l)
MFS Mid Cap Value R6 (MVCKX) — Buy (add'l)
MFS Value RE (MEX) — Int/Div — Buy (add'l)
MFS Value RE (MEX) — Sold
MFS Value R6 (MEIKX) — hy — Buy
MFS Value R6 (MEIKX) — Buy (add'l)
MFS Value R6 (MEIKX) — Buy (add'l)
MFS Value R6 (MEIKX) — Buy (add'l)
Brokerage Account 26 (IRA) (H)
AIG Money Market Fund Class A — Int/Div
Liability — American Express — Credit Card
Spouse's income — 2018 — Employment - Burr Forman, LLP
Assets listed on lines 21, 27, 33, and 39 - Value of gain in column [{4) is based on total sales prices in column D(3) as cost was unavailable on retirement account.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19524. Public record. Not legal advice.