# Robert S. Ballou > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33096 ## Record - **Judge:** Robert S. Ballou - **Year:** 2020 - **Pages:** 14 ## Text USAA Bank — Interest First Citizens Bank — Interest Wells Fargo Bank — None USAA Brokerage Account (assets below) (Now Chas. Schwab Brokerage) (H) CSX Corp. — Dividend — Sold Norfolk Southern Corp. — Dividend — Sold Stanley Black & Decker — Dividend — Sold Verizon Communications, Inc. — Dividend — Sold Tweedy Browne Value Fund — None — Sold USAA Money Market Fund — Dividend USAA Money Market Fund — Buy USAA Money Market Fund — Sold (part) USAA Money Market Fund — Sold Charles Schwab One Sweep Account — Interest — Buy Charles Schwab One Sweep Account — Sold (part) Charles Schwab One Sweep Account — Sold (part) UTMA Account # 1 (holdings listed below) (H) — None — Closed — Transfer Acct to Child #1 Marsico Growth Fund — None — Distributed USAA Growth & Income Fund — None — Distributed USAA Money Market Fund — None — Distributed UTMA Account # 2 (holdings listed below) (H) — None — Closed — Transfer Acct to Child #2 Marsico Growth Fund — None — Distributed USAA Growth & Income Fund — None — Distributed USAA Money Market Fund — None — Distributed UTMA Account #3 (holdings listed below) (H) USAA Growth & Income Fund — Dividend USAA Money Market Fund (now held at Victory Capital) — Dividend 403(b) Retirement Account (holdings listed below)(H) JP Morgan Mid-Cap Value Fund — Dividend Mass Mutual Select Mid-Cap Growth Class I — Dividend American Funds EuroPac. Growth (R6) (Formerly R4 share class — Dividend Metropolitan West Total Return Bond Plan — Dividend Vanguard Institutional Index 500 — Dividend Vanguard Retirement Account (holdings below)(H) Vanguard Health Care Fund Investor Shares — Dividend — Sold (part) Vanguard Cash Reserves Money Market — Dividend — Buy T.Rowe Price Retirement Account (holdings below)(H) T.Rowe Price Mid-Cap Growth Fund — Dividend — Sold (part) T. Rowe Price Science & Technology Fund — None — Sold T. Rowe Price Small-Cap Stock Fund — None — Sold T. Rowe Price Spectrum Growth Fund — None — Sold Summit Municipal Money Market — Dividend — Buy Summit Municipal Money Market — Sold Tax Exempt Money Fund — Dividend — Buy Virginia 529 College Savings Plan # 1 (holdings below)(H) Va. 529 2021 Portfolio (Previously Chesapeake Fund) — None — Sold Va 529 Stock Index Fund — None — Sold Va. 529 Aggressive Growth Fund — None — Sold Va529 FDIC Insured Fund — None — Buy Va529 FDIC Insured Fund — Sold (part) Virginia 529 College Savings Plan # 2 (holdings below)(H) Va. 529 2021 Portfolio (Previously Chesapeake Fund) — None — Sold (part) Va 529 Stock Index Fund — None — Sold Va. 529 Aggressive Growth Fund — None — Sold Va 529 Conservative Income Fund — None — Buy Va 529 Conservative Income Fund — Sold (part) Va 529 Conservative Income Fund — Sold (part) VA529 FDIC- Insured Fund — None — Buy VA529 FDIC- Insured Fund — Sold (part) Virginia 529 College Savings Plan # 3 (holdings below)(H) Va. 529 2021 Portfolio (Previously Chesapeake Fund) — None Va 529 Stock Index Fund — None — Sold Va. 529 Aggressive Growth Fund — None — Sold Va 529 - Conservative Income Fund — None — Buy Va 529 - FDIC Insured Fund — None — Buy USAA SEP Acct.(Now Charles Schwab IRA No. 1) - (holdings below)(H) USAA Money Market Fund — Dividend — Sold USAA Treasury Money Market — Dividend USAA Treasury Money Market — Buy (add'l) USAA Treasury Money Market — Buy (add'l) USAA Treasury Money Market — Sold AQR Managed Futures Strategy — None — Sold Blackrock Low Dur. BD Inv. (Institutional Shs.) — Dividend — Sold Causeway Int'l Value — None — Sold Center Coast MLP — None — Sold Delaware Investment Small Cap Value — None — Sold EV Income Fund of Boston — None — Sold Voya Global Real Estate- Formerly ING Global Real Estate Fund — Dividend — Sold Ivy Mid Cap Growth — None — Sold John Hancock Displicined Value (Inst. Shs.) — None — Sold John Hancock Seaport CL I — None — Sold JP Morgan Dynamic Small Cap Growth — None — Sold Mainstay Large Cap Growth — None — Sold Metropolitan West Total Return — None — Sold Pimco Foreign Bond Fund — None — Sold Pimco Short Term Foreign Bond Fund — None — Sold Riverpartk/Wedgewood Instl. — None — Sold Virtus Insight Emerging Markets — None — Sold Blackstone Alternative Multi-Strategy Fund — None — Sold Schwab Value Advantage Money Fund — Dividend — Buy USAA Roth IRA (Now Charles Schwab Roth IRA) (holdings below)(H) USAA Money Market Fund — Dividend — Sold USAA Treasury Money Market — Dividend USAA Treasury Money Market — Buy (add'l) USAA Treasury Money Market — Buy (add'l) USAA Treasury Money Market — Sold AQR Managed Futures Strategy — None — Sold Blackrock Low Duration Bnd. Fund — Dividend — Sold Causeway Int'l Value Fund — None — Sold Center Coast MLP — Dividend — Sold Delaware Inv. Sm. Cap. Value — None — Sold EV Income Fund of Boston — Dividend — Sold Voya Global Real Estate formerly ING Global Real Estate Fund — Dividend — Sold Ivy Mid-Cap Growth — None — Sold John Hancock Disciplined Value Fund — None — Sold JP Morgan Dynamic Small Cap Growth — None — Sold Mainstay Large Cap Growth — None — Sold Metropolitan West Total Return — Dividend — Sold Pimco Foreign Bond Fund — Dividend — Sold Virtus Insight Emerging Markets — Dividend — Sold Pimco Short Term Bond Fund — Dividend — Sold Riverpark/Wedgewood Institutional Shares — None — Sold Blackstone Alternative Multi-Strategy Fund — None — Sold John Hancock Seaport Fund — None — Sold Schwab Value Advantage Money Fund — Dividend — Buy USAA Trad. IRA No. 2(now Charles Schwab IRA No. 2 (holdings below)(H) Pfizer, Inc. — Dividend Viatris, Inc. — None — Spinoff (from line 130) USAA Money Market — Dividend — Sold Schwab Value Advantage Money Fund — Dividend — Buy T.Rowe Price Blue Chip Growth — Dividend T.Rowe Price Dividend Growth Fund — Dividend Tweedy Browne Worldwide High Dividend Yield — Dividend Vanguard Explorer Investor Class — Dividend Payflex HSA Account (Holdings Below)(H) Payflex HSA Deposit Account — Interest American Funds 2035 Target — Dividend Dodge & Cox Income — Dividend Dodge & Cox International Stock Fund — Dividend Parnassus Mid-Cap Fund — Dividend Vanguard Dividend Appreciation Fund — Dividend Reimbursement — Virginia CLE — January 6-9, 2020 — Charlottesville, VA — Teach and judge mock trials at trial advocacy course — Food and lodging for three nights and food the fourth day. Spouse's income — 2020 — Roanoke County School Board - spouse employed as substitute school nurse --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33096. Public record. Not legal advice.