# Stephen B. Jackson jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19605

## Record

- **Judge:** Stephen B. Jackson jr
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 12

## Text

property. INNEG I (2013 $217,000) — Rent
US. Bank Accounts — Interest
IRA Z(H)
AQR Managed Futures Strategy — Int/Div — Sold
DFA Investment Grade — Int/Div — Sold
DFA Intemational Vector Equity — Int/Div — Sold
DFA Intemational Value — Int/Div — Sold
DFA Emerging Markets Core Equity — Int/Div — Sold
DFA Emerging Markets Small Cap — Int/Div — Sold
DFA Global Fixed Income — Int/Div — Sold
DFA Intemational Core Equity — Int/Div — Sold
DFA Short Term Extended Quality — Int/Div — Sold
DFA US Large Cap Growth — Int/Div — Sold
DFA US Core Equity — Int/Div — Sold
DFA One-Year Fixed Income — Int/Div — Sold
DFA US Targeted Value — Int/Div — Sold
DFA Two-Year Global Fixed Income — Int/Div — Sold
Diamond Hill Long Short — Int/Div — Sold
Permanent Portfolio — Int/Div — Sold
Vanguard Reit Index — Int/Div — Sold
iShares MSCI Equal Weighted ETF — Int/Div — Buy
iShares US Treasury Bond ETF — Int/Div — Buy
iShares Short Maturity Bond ETF — Int/Div — Buy
iShares MSCI USA Quality ETF — Int/Div — Buy
iShares MSCI USA Value ETF — Int/Div — Buy
iShares MSC USA Momentum ETT — Int/Div — Buy
iShares MSC Emerging Markets ETF — Int/Div — Buy
iShares Investment Grade Bond ETF — Int/Div — Buy
iShares US Fixed Income ETF — Int/Div — Buy
iShares JP Morgan Emerging Markets Bond FTF — Int/Div — Buy
iShares MSC! International ETF — Int/Div — Buy
iShares MSCI USA Small Cap — Int/Div — Buy
FDIC Deposit Account - cash {X) — Int/Div
IRA #2(H)
AQR Managed Future Strategy — Int/Div — Sold
DFA Investment Grade — Int/Div — Sold
DFA Intemational Vector Equity — Int/Div — Sold
DFA Intemational Value — Int/Div — Sold
DFA Emerging Markets Core Equity — Int/Div — Sold
DFA Emerging Markets Small Cap — Int/Div — Sold
DFA Global Fixed Income — Int/Div — Sold
DFA International Core Equity — Int/Div — Sold
DFA Short Term Extended Quality — Int/Div — Sold
DFA US Large Cap Growth — Int/Div — Sold
DFA US Core Equity — Int/Div — Sold
DFA US Targeted Value — Int/Div — Sold
DFA One-Year Fixed Income — Int/Div — Sold
DFA Two-Year Global Fixed Income — Int/Div — Sold
Diamond Hill Long Short — Int/Div — Sold
Permanent Portfolio — Int/Div — Sold
Vanguard Reit Index — Int/Div — Sold
iShares MSC Equal Weighted ETF — Int/Div — Buy
iShares US Treasury Bond ETF — Int/Div — Buy
iShares Short Maturity Bond ETF — Int/Div — Buy
iShares MSCI USA Quality ETF — Int/Div — Buy
iShares MSC USA Value ETF — Int/Div — Buy
iShares MSC USA Momentum ETF — Int/Div — Buy
iShares MSCI Emerging Markets ETF — Int/Div — Buy
iShares Investment Grade Bond ETF — Int/Div — Buy
iShares US Fixed Income ETF — Int/Div — Buy
iShares JP Morgan Emerging Markets Bond FTF — Int/Div — Buy
iShares MSC! Intemational ETF — Int/Div — Buy
iShares MSC USA Small Cap — Int/Div — Buy
FDIC Deposit Account - Cash (X) — Int/Div
IRA 43 (H)
Russell Lifepoints Fund Growth Strategy — Int/Div — Sold
Spdr S&P 500 — Int/Div — Sold
DFA 2035 Target Date — Int/Div — Sold
iShares MSCI USA Equal Weighted ETF — Int/Div — Buy
iShares Short Maturity Bond ETF — Int/Div — Buy
iShares MSC USA Quality ETF — Int/Div — Buy
iShares MSC USA Value ETF — Int/Div — Buy
iShares MSC! USA Momentm ETF — Int/Div — Buy
iShares MSCI Emerging Markets ETF — Int/Div — Buy
iShares Investment Grade Bond ETF — Int/Div — Buy
iShares MSC! International ETF — Int/Div — Buy
iShares MSCI USA Small Cap ETF — Int/Div — Buy
TIAA CREF 457(b)XH)
TIAA CREF Lifecycle 2030 — Int/Div
TIAA CREF 401(a)(H)
TIAA CREF S&P 500 Index — Int/Div
S529 Plan #1 (H)
BlackRock Aggressive Growth - C1 — Int/Div — Sold (part)
BlackRock Aggressive Growth - C1 — Sold
BlackRock Aggressive Growth -A — Int/Div — Buy
BlackRock Aggressive Growth -A — Sold (part)
BlackRock Aggressive Growth -A — Sold (part)
BlackRock College Enrollment-A — Int/Div
529 Plan #2 (H)
Amcap Fund — Int/Div — Sold
Amencan Balanced Fund — Int/Div — Sold
American High Income Trust — Int/Div — Sold
Capital Income Builder — Int/Div — Sold
Capital World Growth and Income — Int/Div — Sold
Fundamental Investor — Int/Div — Sold
Growth Fund of America — Int/Div — Sold
American Funds U.S. Gov't Money Market — Int/Div — Buy
529 Plan 43 (H)
Ohio Tuition Trust Fifth Third Cash Account — Interest — Sold (part)
Ohio Tuition Trust Fifth Third Cash Account — Sold (part)
Trust #1 (Benefictary) (H)
Lincoln Universal Life Insurance — Interest
Trust #2 (Beneficiary) (H)
Transamerica Universal Life Insurance — Interest
Investment Acct (H)
DFA Global, Alloc. 60/40 — Int/Div
iShares Russell 1000 ETF — Int/Div — Buy
Agreement — 2010 — State of lowa Judicial Retirement System, defined benefit pension, no control
Liability — U.S. Bank — Mortgage on vacanonrental property, [IEG (Fart VII Line 1)
Reimbursement — Umversity of Notre Dame Law School — February 2-4, 2018 — Notre Dame, IN — Tnal Advocacy Teaching — Lodging
Spouse's income — 2018 — Self-employed professional orgamzer
Section VIL. Investments and Trusts. DFA is abbreviation for Dimensional Fund Advisors.

ETF is abbreviation for exchange traded funds,

MSCI 1s ubbrevation for Morgan Stanley Composite Index.

On my report for last year (2017), Trust #1 closed. Therefore, on this report, the trust identified as Trust #1, was identified as Trust #2 on my 2017 report and the

trust identified as Trust #2, was identified as Trust #3 on my 2017 report,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19605. Public record. Not legal advice.
