# Daniel C. Irick

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32360

## Record

- **Judge:** Daniel C. Irick
- **Year:** 2020
- **Pages:** 8

## Text

USAA Checking Account — Int./Div.
USAA Savings Account 1 — Int./Div.
USAA Savings Account 2 — Int./Div.
USAA Certificate of Deposit — Int./Div.
Brokerage Account #1 (IRA) (H)
Vanguard Total Bd Market ETF (BND) — Int./Div.
Vanguard S&P 500 ETF (VOO) — Int./Div.
USAXX (Money Market) (Y)
USAA Treasury Mmkt (UATXX) (Y)
Schwab Value Advantage (SWVXX) — Int./Div. — Buy
Brokerage Account #2 (529) (H)
USAA 529, Age Based Option 12-13: Moderately Conservative Portfolio — Int./Div. — Buy (add'l)
USAA 529, Age Based Option 12-13: Moderately Conservative Portfolio — Buy (add'l)
USAA 529, Age Based Option 12-13: Moderately Conservative Portfolio — Sold
USAA 529, Age Based Option 14-15: Conservative Portfolio — Int./Div. — Buy
USAA 529, Age Based Option 14-15: Conservative Portfolio — Buy (add'l)
Brokerage Account #3 (529) (H)
USAA 529, Age-Based Option 7-8: Moderately Aggressive Portfolio — Int./Div. — Buy (add'l)
USAA 529, Age-Based Option 7-8: Moderately Aggressive Portfolio — Sold
USAA 529, Age Based Option 9-11 Moderate Portfolio — Int./Div. — Buy
Brokerage #4 (IRA) (H)
USAA Money Market (USAXX) (Y)
Vanguard S&P 500 (VOO) — Int./Div.
Schwab Value Advantage (SWVXX) — Int./Div. — Buy
Brokerage Account #5 (401K/PS) (H)
Oakmark Equity & Income Institutional (OANBX) — None — Buy (add'l)
Oakmark Equity & Income Institutional (OANBX) — Buy (add'l)
Oakmark Equity & Income Institutional (OANBX) — Buy (add'l)
Oakmark Equity & Income Institutional (OANBX) — Sold
Delaware Small Cap Value R6 (DVZRX) — Int./Div. — Buy (add'l)
Delaware Small Cap Value R6 (DVZRX) — Buy (add'l)
Delaware Small Cap Value R6 (DVZRX) — Buy (add'l)
Delaware Small Cap Value R6 (DVZRX) — Buy (add'l)
MFS Mid Cap Value R6 (MVCKX) — Int./Div. — Buy (add'l)
MFS Mid Cap Value R6 (MVCKX) — Buy (add'l)
MFS Mid Cap Value R6 (MVCKX) — Buy (add'l)
MFS Mid Cap Value R6 (MVCKX) — Buy (add'l)
MFS Value R6 (MEIKX) — Int./Div. — Buy (add'l)
MFS Value R6 (MEIKX) — Buy (add'l)
MFS Value R6 (MEIKX) — Buy (add'l)
MFS Value R6 (MEIKX) — Buy (add'l)
Moderate (MAP) Freedom 401(k) Class — None — Buy (add'l)
Moderate (MAP) Freedom 401(k) Class — Buy (add'l)
Brokerage Account #6 (IRA) (H)
AIG Money Market Fund Class A — Int./Div.
Brokerage Account #7(Retirement) (H)
Vanguard Tgt Rtmt 2045 (VTIVX) — Int./Div. — Buy (add'l)
Vanguard Tgt Rtmt 2045 (VTIVX) — Buy (add'l)
Liability — American Express — Credit Card
Income — 2020 — University of Florida - Adjunct Professor of Law — $6,000.00
Spouse's income — 2020 — Employment - Burr & Forman, LLP
(Y) Not required to be included on report.
Asset listed on line 29 - Value of gain in column D(4) is based on total sales price in column D(3) as cost basis was unavailable on retirement account.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32360. Public record. Not legal advice.