# George Steven Agee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32739

## Record

- **Judge:** George Steven Agee
- **Year:** 2020
- **Pages:** 15

## Text

FIFAX — Dividend
AMNB — Dividend
SUWI, LLC - (H)
Rental Property #1 Roanoke, VA — Distribution
Healthcare Realty Trust, Inc. — Dividend
Agee Mill, LLC — Distribution
RGC Resources, Inc. — Dividend
NEWFX — Dividend — Sold
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
AMCPX — Dividend
AGTHX — Dividend
NEWFX — Dividend
Retirement Account #2 Carilion Health System Sec 403(b) Plan - (H)
Prudential Guaranteed Income Fund 28 — Interest — Sold
Metropolitan West Total Return Bond Plan — Dividend — Sold (part)
American Funds Euro Pacific Growth — Dividend — Sold
JP Morgan Mid Cap Value — Dividend — Sold (part)
Loomis Soyles Small Cap Growth Inst(formerly Prud. Jenn. Sm Co A*1) — Dividend — Sold (part)
Mass Mut Sel Mid-Cap Growth Cl I — Dividend — Sold
Vanguard Instl Index I — Dividend — Sold
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 — Dividend
EQ/MidCap VAL managed Vol — Dividend
EQ Black Rock Basic — Dividend
Equitable Multimanager Core Bond — Dividend
Equitable Core Plus Bond (formerly Charter Multi Sector Bond) — Dividend
Retirement Acct #5 Alliance Benefit Group Capital ACCU.AC - (H)
FAIGX — Dividend — Sold
VFIAX — Dividend — Sold
Life Insurance Policy #1 Natl Life Ins Co Whole Life — Dividend
Life Insurance Policy #2 Equitable Variable Life - (H)
EQ/Moderate Allocation — Dividend
EQ/Common Stock Index — Dividend
Multimanager, Aggressive Equity — Dividend
Fed Govt OBLIG Fund #395 — Interest
OWLSX — Dividend
OWSMX — Dividend
OWACX — Dividend
OWCIX (formerly OWMAX) — Dividend
OWMBX — Interest
BOTJ — Dividend
IVV — Dividend
ABTYX — Dividend
FWGIX — Dividend
DODGX — Dividend — Sold
FUNFX — Dividend
GAFFX — Dividend
HGIFX — Dividend
JGRSX — Dividend — Sold
JPPEX — Dividend
MPVOX — Dividend
MPMNX — Dividend
MFEKX — Dividend
FNPFX — Dividend
FNWFX — Dividend
TBCIX — Dividend
LTMIX — Dividend — Sold
IEFA (incorrectly listed on 2019 report as EFA) — Dividend
TIP — Dividend
IUSG — Dividend
VO — Dividend
VB — Dividend
IUSV — Dividend
IBMI — Dividend — Redeemed
IWR — Dividend
CFIHX — Dividend
TFEBX — Dividend
FITQX — Dividend
Retirement Acct #6 SEP (H)
IEMG — Dividend
IJR — Dividend
IVV — Dividend
ISTB — Dividend
VEU — Dividend
VO — Dividend
FEUPX — Dividend
FNWFX — Dividend
BAGIX — Dividend
MFEKX — Dividend
MITJX — Dividend
PHYQX — Dividend
TRGXX — Dividend
Trust #1 ((H)(X)
WFCPRV — Dividend — Sold
REET — Dividend — Sold
CWBFX — Dividend — Sold
DISYX — Dividend — Sold
DFEVX — Dividend — Sold
DODIX — Dividend — Sold
DODFX — Dividend — Sold
EVIBX — Dividend — Sold
FIHLX — Dividend — Sold
HDGFX — Dividend — Sold
JVAAX — Dividend — Sold
MEIKX — Dividend — Sold
PDGIX — Dividend — Sold
TIMUX — Dividend — Sold
AMNB Money Market — Interest — Buy
ATFSX — Dividend — Buy
IRA #3 - (H)
OWFIX — Interest — Buy
OWLSX — Dividend — Buy
OWSMX — Dividend — Buy
OWACX — Dividend — Buy
OWCIX — Dividend — Buy
DISYX — Dividend — Buy
DISYX — Sold
CWBFX — Dividend — Buy
CWBFX — Sold
DFSUX — Dividend — Buy
DFSUX — Sold
DFEUX — Dividend — Buy
DFEUX — Sold
DODFX — Dividend — Buy
DODFX — Sold
DODIX — Dividend — Buy
DODIX — Sold
EVIBX — Dividend — Buy
EVIBX — Sold
FIHLX — Dividend — Buy
FIHLX — Sold
HDGFX — Dividend — Buy
HDGFX — Sold
JUAAX — Dividend — Buy
JUAAX — Sold
MEIKX — Dividend — Buy
PDGIX — Dividend — Buy
TIMUX — Dividend — Buy
TIMUX — Sold
Life Trustee, Bridgewater College
Director, Roanoke Equity Group, LLC
Trustee, Trust #1
Income — 2020 — Commonwealth of Virginia-Retirement Income — $75,000.00
Spouse's income — 2020 — Carilion Clinic-Salary
Spouse's income — 2020 — RGC Resources, Inc. - Director Fees
Spouse's income — 2020 — American National Bank (formerly Hometown Bank) - Director Fees
Spouse's income — 2020 — Health Care Realty Trust Incorporated - Director Fees
Spouse's income — 2020 — Change Healthcare - Consultant Fees
The Trust assets are listed under Trust #1, Items 115-129.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32739. Public record. Not legal advice.
