# J. Daniel Breen > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29266 ## Record - **Judge:** J. Daniel Breen - **Year:** 2019 - **Pages:** 12 ## Text Bancourp South — Interest IRA - Fidelity Mag. — Dividend CMA ACCT. - MERRILL LYNCH Fed. Inst 1 Prime Val. Obligations — Dividend — Buy Idacorp, Inc. — Dividend Proctor & Gamble CS — Dividend AT&T CS — Dividend Coca-Cola CS — Dividend E.I. Dupont CS — Dividend Johnson & Johnson CS — Dividend WADDELL & REED ACCT. Waddell & Reed Strategy Port — Dividend — Sold (part) Waddell & Reed Balanced Port — Dividend — Sold (part) Waddell & Reed Bond Port — Dividend — Sold (part) Waddell & Reed Bond Port — Sold (part) Waddell & Reed Core Equity — Dividend — Sold (part) Waddell & Reed Core Equity — Sold (part) Waddell & Reed Growth Port — Dividend — Sold Waddell & Reed High Income Port — Dividend — Sold (part) Waddell & Reed High Income Port — Sold (part) Waddell & Reed Science & Tech Port — Dividend — Sold (part) Waddell & Reed Small Cap Growth Port — Dividend — Sold (part) Waddell & Reed Trgt. Fd. Intl. Growth Port — Dividend — Sold Waddell & Reed Value Port — Dividend — Sold Waddell & Reed Global Ntrl. Res. Port — Dividend Waddell & Reed Mid Cap Gwth Port — Dividend — Sold Waddell & Reed Target Microcap Gwth — Dividend — Sold Waddell & Reed Target Energy Port — Dividend — Sold VOYA ACCT. VOYA Gwth and Inc. Portfolio — Dividend VOYA Large Cap Gwth Portfolio — Dividend VOYA FMR SM Diversified Midcap — Dividend VOYA JP Morgan Small Cap Core Eq. Port — Dividend VOYA Am. Fds. Int'l Port — Dividend IRA ACCOUNT - MERRILL LYNCH Ivy Asset Strategy Fd. — Dividend Coca Cola - CS — Dividend Exxon Mobil - CS — Dividend General Electric - CS — Dividend Johnson & Johnson - CS — Dividend McDonalds - CS — Dividend Permanent Portfolio Fd. — Dividend Pimco Income Fd. — Dividend Pimco Inv. Grade Bd. — Dividend — Buy TCW Total Return Bd. Fd. — Dividend Schwab US Sm. Cap ETF — Dividend — Buy Vanguard Mtg Backed SEC — Dividend — Buy Western Asset Core Plus Bd Fd. — Dividend IRA - MERRILL LYNCH The American Beacon London Inc Fd. — Dividend Calamos Mkt Nev. Inc Fd — Dividend Clearbridge Large Cap Gwth Fd. — Dividend Columbia Inc. Div. — Dividend — Buy Blackrock Equity Div. Fd. — Dividend Boston Partners Research Fd. — Dividend Comm. Srvcs Select Sector — Dividend Consumer Discretionary SPDR — Dividend Deleware Value Fd. — Dividend First Trust Dow Jones Index Fd — Dividend iShares Edge MSCI Min Emging Mkts — Dividend iShares U.S. Preferred ETF — Dividend iShares S&P 500 Gwth — Dividend ISH USD Hi Yd Corp Bd — Dividend — Buy iShares S and P Mid-Cap 400 ETF — Dividend Janus Henderson Bal. Fd. — Dividend — Buy First Tr. ISE Cloud Comp — Dividend Healthcare Select SPDR — Dividend Pacific Fd. Strategic Inc. — Dividend — Buy Real Estate Select Sector SPDR — Dividend iShares NASDAQ Biotech — Dividend Sector SPDR Energy — Dividend iShares 1BOXX — Dividend Sector SPDR Real Estate Select — Dividend — Sold SPDR U.S. Dvdnd Aristocrat ETF — Dividend — Sold iShares Russell 1000 Value — Dividend iShares Russell 1000 Growth — Dividend iShares TR Russell 2000 — Dividend iShares Inc. Core Emerging Mkts — Dividend — Buy iShares US Treasury Bond — Dividend iShares TR Core MSCI EAF ETF — Dividend Pimco Foreign Bond Fd — Dividend SPDR Blmbrg Brcly HiYd Bd — Dividend T Rowe Price Emg Mkts Stk Fd — Dividend Loomis Sayles Strategic Inc. — Dividend Nuveen Real Estate Fd. — Dividend MFS Value Fd Cl l — Dividend Neuberger Berman Int'l Eq. Fd — Dividend — Sold Sector SPDR Financial — Dividend T. Rowe Price Blue Chip Gwth Fd. — Dividend Templeton Glbl. Bond Fd. — Dividend TCW Total Rtn Bond Fd.. — Dividend Oakmark Int'l Fd — Dividend Oppenheimer Global Opp.Fd. — Dividend Transamerica MidCap Fd. — Dividend Permanent Portfolio Fd. — Dividend Vanguard Consumer Staples ETF — Dividend Vanguard Dividend Appreciation ETF — Dividend Vanguard Materials ETF — Dividend Vanguard Mega Cap 300 — Dividend — Sold Vanguard Info. Tech. ETF — Dividend Vanguard Intermediate Bd ETF — Dividend Vanguard Mid-Cap Val. Idx. — Dividend Vanguard Short Term Bd — Dividend Merrill Lynch Money Market Fd. — Interest Merrill Lynch Retirement Reserves — Interest VOYA Corp. Leaders Fd. — Dividend — Sold Procter & Gamble CS — Dividend Waddell & Reed Advisors Small Cap — Dividend — Sold Waddell & Reed Accumulative — Dividend — Sold Waddell & Reed Core Investment — Dividend — Sold Waddell & Reed Advisors Cash Management — Dividend — Sold BanCorp South CD — Interest Ivy VIP Asset Strategy — Dividend — Sold (part) Ivy VIP Balanced Fd. — Dividend — Sold (part) Ivy Energy Fd. — Dividend — Sold Ivy Global Nat'l Res. Fd. — Dividend Ivy Intl Grwth Fd. — Dividend — Sold Ivy Sci and Tech Fd. — Dividend Utah My529 Acct (Vanguard Total Stock Market Index) — Dividend — Buy Reimbursement — American Bar Association — 01/25/2019 to 01/27/2019 — Las Vegas, NV — Meeting — travel, hotel and meals --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29266. Public record. Not legal advice.