# George Steven Agee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30689

## Record

- **Judge:** George Steven Agee
- **Year:** 2019
- **Pages:** 13

## Text

AMCPX — Dividend
AGTHX — Dividend
NEWFX — Dividend
AMNB (includes formerly Hometown Bank-line 8 of 2018 report) — Dividend
SUWI, LLC - (H)
Rental Property #1 Roanoke, VA — Distribution
Healthcare Realty Trust, Inc. — Dividend
Agee Mill, LLC — Distribution
RGC Resources, Inc. — Dividend
Truist (formerly BBT) — Dividend — Donated
NEWFX — Dividend
Edward Jones Cash Account — Interest
RCC Equity Group, LLC — None
IRA #1* - (H)
IGAAX — Dividend
ANWPX — Dividend
CWGIX — Dividend
AMRMX — Dividend
ANCFX — Dividend
CAIBX — Dividend
AMECX — Dividend
AMCPX — Dividend
AGTHX — Dividend
NEWFX — Dividend
Retirement Account #1 Virginia Deferred Compensation Plan - (H)
VRS Stock Fund — Dividend
Stable Value Fund — Dividend
VRS Int'l Stock Fund — Dividend
VRS Small/Mid Cap Stock Fund — Dividend
IRA #2 - (H)
IGAAX — Dividend
ANWPX — Dividend
CWGIX — Dividend
AMRMX — Dividend
ANCFX — Dividend
CAIBX — Dividend
AMECX — Dividend
Retirement Account #2 Carilion Health System Sec 403(b) Plan - (H)
Prudential Guaranteed Income Fund 28 — Interest
Metropolitan West Total Return Bond Plan — Dividend
American Funds Euro Pacific Growth — Dividend
JP Morgan Mid Cap Value — Dividend
Loomis Soyles Small Cap Growth Inst(formerly Prud. Jenn. Sm Co A*1) — Dividend
Mass Mut Sel Mid-Cap Growth Cl I — Dividend
Vanguard Instl Index I — Dividend
Retirement Acct #3 Carilion Health System Sec 457(b) Plan - (H)
Metropolitan West Total Return Bond Plan — Dividend
J Hancock Disciplined Value R6 — Dividend
Vanguard Instl I — Dividend
Retirement Acct #4 Equivest TSA 501(c)(3) Plan - (H)
EQ Guaranteed Interest — Dividend
EQ International Equity Index — Dividend
EQ/AB Small Cap Growth (formerly AXA/ AB Small Cap Growth) — Dividend
EQ/MidCap VA/ managed Vol (formerly AXA MidCap VA1 Managed Vol) — Dividend
EQ Black Rock Basic — Dividend
Equitable Multimanager Core Bond — Dividend
Equitable Charter Multi Sector Bond — Dividend
Retirement Acct #5 Alliance Benefit Group Capital ACCU.AC - (H)
FAIGX — Dividend
VFIAX (incorrectly listed on 2018 report as VFINX) — Dividend
Life Insurance Policy #1 Natl Life Ins Co Whole Life — Dividend
Life Insurance Policy #2 Equitable Variable Life - (H)
EQ/Moderate Allocation (formerly AXA Moderate Allocation) — Dividend
EQ/Common Stock Index — Dividend
Multimanager, Aggressive Equity — Dividend
Fed Govt OBLIG Fund #395 — Interest
OWLSX — Dividend
OWSMX — Dividend
OWACX — Dividend
OWMAX (formerly OWSOX) — Dividend
OWMBX (incorrectly listed as OWBMX on 2018 report) — Interest
BOTJ — Dividend
IVV (listed incorrectly on 2018 report as IUV) — Dividend
ABTYX — Dividend
FWGIX — Dividend
DODGX` — Dividend
FUNFX — Dividend
GAFFX — Dividend
HGIFX — Dividend
FIFAX — Dividend
JGRSX — Dividend
JPPEX — Dividend
MPVOX — Dividend
MPMNX — Dividend
MFEKX — Dividend
FNPFX — Dividend
FNWFX — Dividend
TBCIX — Dividend
LTMIX — Dividend
EFA — Dividend
TIP — Dividend
IUSG — Dividend
VO — Dividend
VB — Dividend
IUSV — Dividend — Buy
IBMI — Dividend — Buy
IWR — Dividend — Buy
CFIHX — Dividend — Buy
TFEBX — Dividend — Buy
FITQX — Dividend — Buy
Retirement Acct #6 SEP (H)
IEMG — Dividend — Buy
IJR — Dividend — Buy
IVV — Dividend — Buy
ISTB — Dividend — Buy
VEU — Dividend — Buy
VO — Dividend — Buy
FEUPX — Dividend — Buy
FNWFX — Dividend — Buy
BAGIX — Dividend — Buy
MFEKX — Dividend — Buy
MITJX — Dividend — Buy
PHYQX — Dividend — Buy
TRGXX — Dividend — Buy
Trust #1 ((H)(X)
WFCPRV — Dividend
REET — Dividend
CWBFX — Dividend
DISYX — Dividend
DFEVX — Dividend
DODIX — Dividend
DODFX — Dividend
EVIBX — Dividend
FIHLX — Dividend
HDGFX — Dividend
JVAAX — Dividend
MEIKX — Dividend
PDGIX — Dividend
TIMUX — Dividend
Trustee, Bridgewater College
Director, Roanoke Equity Group, LLC
Trustee, Trust #1
Income — 2019 — Commonwealth of Virginia-Retirement Income — $73,000.00
Spouse's income — 2019 — Carilion Clinic-Salary
Spouse's income — 2019 — RGC Resources, Inc. - Director Fees
Spouse's income — 2019 — American National Bank (formerly Hometown Bank) - Director Fees
Spouse's income — 2019 — Health Care Realty Trust Incorporated - Director Fees
Item #115. Upon the Grantor's death on August 15, 2019, I became Trustee of Trust #1.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30689. Public record. Not legal advice.
