# Eddward P. Ballinger jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28457

## Record

- **Judge:** Eddward P. Ballinger jr
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Trust #1 (H)
Meryll Lynch Asset Mang. Bank Account (cash) — Interest
SCHWAB BANK DEPOSIT ACCTS (cash) — Interest — Open
DFA FIVE YEAR GLBL FIXED INC PORT HHDFGBX) — Int/Div — Buy
DFA FIVE YEAR GLBL FIXED INC PORT HHDFGBX) — Buy (add'l)
DFA SHORT TERM GOVT PORT {DFFGX) — Int/Div — Buy
DFA SHORT TERM GOVT PORT {DFFGX) — Buy (add'l)
DFA SHORT TERM GOVT PORT {DFFGX) — Sold
VANGUARD INTERM TERM TAX EX A (VWILX) — Int/Div — Buy
VANGUARD INTERM TERM TAX EX A (VWILX) — Buy (add'l)
VANGUARD LTD TERM TAX EX A (VMLUX) — Int/Div — Buy
VANGUARD LTD TERM TAX EX A (VMLUX) — Buy (add'l)
VANGUARD SHORT TERM TAX EX A (VWSLUX) — Int/Div — Buy
VANGUARD SHORT TERM TAX EX A (VWSLUX) — Buy (add'l)
DFA EMERGING MKTS CORE EQ PORT HDFCEX) — Int/Div — Buy
DFA EMERGING MKTS CORE EQ PORT HDFCEX) — Buy (add'l)
DFA GLOBAL REAL ESTATE SEC PORT (DFGEX) — Int/Div — Buy
DFA GLOBAL REAL ESTATE SEC PORT (DFGEX) — Buy (add'l)
DFA INTL SMALL CAP VALUE PORT (DISVX) — Int/Div — Buy
DFA INTL SMALL CAP VALUE PORT (DISVX) — Buy (add'l)
DFA INTL SMALL CO PORT H(DFISX) — Int/Div — Buy
DFA INTL SMALL CO PORT H(DFISX) — Buy (add'l)
DFA INTL SMALL CO PORT H(DFISX) — Sold
DFA LARGE CAP INTL PORT 1 {DFALX) — Int/Div — Buy
DFA LARGE CAP INTL PORT 1 {DFALX) — Buy (add'l)
DFA LARGE CAP INTL PORT 1 {DFALX) — Sold
DFA TAX MANAGED INTL VAL PORT (DTMIX) — Int/Div — Buy
DFA TAX MANAGED INTL VAL PORT (DTMIX) — Buy (add'l)
DFA TAX MANAGED US MARKET VAL PORT (DTMMX) — Int/Div — Buy
DFA TAX MANAGED US MARKET VAL PORT (DTMMX) — Buy (add'l)
DFA TAX MGD US TARGETED VAL PORT LIDTMVX) — None — Buy
DFA TAX-MNG US EQUITY PORT (DTMEX) — Int/Div — Buy
DFA TAX-MNG US EQUITY PORT (DTMEX) — Buy (add'l)
DFA TAX-MNG US EQUITY PORT (DTMEX) — Sold
DFA TAX-MNG US SMLCAP PORT (DFTSX) — Int/Div — Buy
DFA TAX-MNG US SMLCAP PORT (DFTSX) — Buy (add'l)
DFA TAX-MNG US SMLCAP PORT (DFTSX) — Sold
DFA US LARGE CO PORT (DFUSX) — None — Buy
DFA US SMALL CAP VALUE PORT ({DFSVX) — Int/Div — Buy
DFA US SMALL CAP VALUE PORT ({DFSVX) — Buy (add'l)
DFA US SMALL CAP VALUE PORT ({DFSVX) — Sold
DFA US SMALL CAP PORT (DFSTX) — None — Buy
VANGUARD DEVELOPED MKTS INDEX ADM (VTMGX) — Int/Div — Buy
VANGUARD FTSE ALL WORLD EX US SM CAP INDEX FD 1LIVFSVX) — Int/Div — Buy
IRA #1 (H)
Schwab Bank Deposit Account (cash) (X) — Interest
DFA Short Term Govt Port {DFFGX) — Int/Div — Buy
DFA Short Term Govt Port {DFFGX) — Sold
IShares TR Core MSCI EAF (IEFA) — Int/Div — Sold
IShares Russell 1000 Growth (IWF) — Int/Div — Sold
IShares Russell 1000 Value (1WD) — Int/Div — Sold
IShares US Treasury Bond (GOVT) — Int/Div — Sold
Vanguard Intermediate Term (VCIT) — Int/Div — Sold
TCW Total Return Bond (TGLMX) — Int/Div — Sold
Blackrock Equity Dividend Fund Inst IMADVX) — Int/Div — Sold
Glenmede Small Cap (GTSCX) — Int/Div — Sold
MFS Value Fd Cl (MEX) — Int/Div — Sold
The Oakmark Int'l Fund (OAKIX) — None — Sold
Oppenheimer International Growth Fund C1 Y(OIGYX) — None — Sold
BROKERAGE 21 (H)
SCHWAB BANK DEPOSIT ACCT (cash) xX) — Interest
Spouse's income — 2018 — Self-employed (jewelry designer)
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28457. Public record. Not legal advice.