# J. Curtis Joyner > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19611 ## Record - **Judge:** J. Curtis Joyner - **Year:** 2018 - **Report type:** Annual - **Pages:** 8 ## Text DNB First Wealth Management IRA JP Morgan Core Plus Bond — Interest — Buy PIMCO Income Fund — Interest — Buy Oppenheimer Sr Floating Rate Fund — Interest — Buy ML Large Cap Core — Int/Div SEI Money Market — Interest — Buy Citizens Bank Cash Account — Interest — Buy Vanguard - Mutual Funds International Growth Inv. IRA — Int/Div US. Growth Fund Inv. IRA — Int/Div DNB Financial Comp. Common Stock — Int/Div Key Comp: Common Stock — Int/Div DNB First Wealth Management IMA I-Shares Edge MSC USA Momentum ETF — Int/Div — Buy Vanguard 500 Index Fund — Int/Div — Buy I-Shares Edge MCSI USA Value — Int/Div — Buy First Trust Index Innovative Transactions and Process ETF — Int/Div — Buy SEI Money Market — Interest — Buy I-Shares Core MSCI Emerging Markets ETF — Int/Div — Buy 1-Shares MSCI EAFE ETF — Int/Div — Buy JP Morgan Core Plus Bond Fund — Interest — Buy PIMCO Income Fund — Interest — Buy Oppenheimer Senior Floating Rate Fund — Interest — Buy Memill Lynch - Mutual Funds: ML Disciplined EQ CL A — Int/Div — Sold ML Global Allocation A — Int/Div — Sold ML Intl Value FDCL A — Int/Div — Sold ML LARGE CAP CORE — Int/Div Memill Lynch - Money Account; ML Bank USA RASP — Int/Div — Sold Citizens - IRA — Interest — with line 7) Vanguard - Mutual Funds — Int/Div Internat’l Growth Inv. IRA — Int/Div US. Growth Fund Inv. IRA DNB Fianancial Corp. Common Stock — Int/Div KeyCorp Common Stock — Int/Div Explanations of Part VII Funds 2, 3, and 4 replaced the ML Disciplined Equity, ML Global Allocation, and ML International Value funds respectively. Fun 6 replaced the ML Bank USA RASP. Funds 7 and 33 were merged because the fund was previoulsy, incorrectly listed us an IRA account, but it has been my checking account since 1992. Funds 16 - 25 assets purchased from the Citizens Bank Cash Account on October 3, 2018. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19611. Public record. Not legal advice.