# Larry J. McKinney

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3417

## Record

- **Judge:** Larry J. McKinney
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 9

## Text

Schwab IRA — Int/Div
Lexington Gold Mutual Fund (LEXMX)
Schwab Adv Cash Reserve (SWQXX)
iShares Trust S&P S00 (IVY) — Sold (part)
PIMCO Unconstrained Bond Fd (PFIUX) — Sold (part)
GE Capital Fixed Income (36962G2L7)
PIMCO Total Return Mutual Fd (PTTRX)
iShares Tr MSCI EAFE Fd (EFA) — Sold (part)
PIMCO Investment Grade Mutual Fd (PIGIX) — Sold (part)
PIMCO Investment Grade Mutual Fd (PIGIX) — Sold
Dreyfus Mid Cap Index Mutual Fd (PESPX) — Sold
PIMCO Local Emerging Mkt (PELBX)
Scout International Fund (LMBW X)
Vanguard Appreciation Fund (VIG) — Buy (add'l)
Schwab US Large Cap Growth (SCHG) — Buy
American Fd Growth Fund (GFAFX) — Buy
Calamos Growth & Income Fund (CVTRX) — Buy
Sound Shore Fund (SSHFX) — Buy
Osterweis Strategic (OSTIX) — Buy
State Farm Life Insurance Policy # - Cash Value — Interest
State Farm Life Insurance Policy # 2 - Cash Value — Interest
St. Joseph County, IN (X) — Rent
Huntington TOD Account (X)
Huntington Money Market (HFIXX) — Int/Div
Build Amer Bds Income Tr Unit — Int/Div
Schwab IRA — Int/Div
Schwab Adv Cash Reserve (SWQXX)
Lexington Gold Mutual Fd (LEXMX)
American Funds Growth Fd of Amer (AGTHX) — Sold (part)
PIMCO Investment Grade Bond (PIGIX) — Sold
PIMCO Local Emerging Market (PELBX)
Dreyfus Small Cap Stock (DISSX)
PIMCO Total Return Fund (PTTRX)
PIMCO Unconstrained Bd Fd (PUBDX)
Schwab US Large Cap Growth (SCHG) — Buy
Calamos Growth & Income (CVTRX) — Buy
Schwab US Large Cap Value (SCH) — Buy
Schwab US Large Cap Value (SCH) — Buy
Oakmark Intl Fd (OAKIX) — Buy
PIMCO Total Return (PTTDX) — Buy
Osterweis Strategic (OSTIX) — Buy
Schwab Account
PIMCO Total Return Fund (PTI1DX) — Int/Div — Buy
Schwab Muni Money Fd (SWXXX) — Int/Div
S10.
Salin Bank Premier Interest Checking (X) — Interest
Staten Island. New York Condo — None
Estate # — Rent — Closed
Cash and Cash Equivalents — Distnbuted
St Joseph County, IN — Distributed
Edward Jones Account — Distnbuted
Hilliard Lyons Account — Distnbuted
Executor, Estate
Liability — Schwab Bank — Mortgage - Staten Island, New York Condo
Spouse's income — 2011 — Franklin College of Indiana - Wages
1.) Part II - Indiana's state pension for eight and half years on state bench from January 1978 to July 1987. In prior year disclosure, was listed as an asset in Part

VII. Reclassified to Part 11 as it is more appropriate - there is no underlying asset,

2.) Part VII, Tine 21 and 22 - Insurance policies that | own

. The premiums have been prepaid for both, The value indicated is the

cash value. Not disclosed in prior year reports - inadvertently omitted.

3.) Part VII, line 24, 26-28, 55 - Inherited assets

. Denoted with (X). Salin Bank account because of inheritance is disclosed.

4.) Part VII, line 24 - Most appropriate code for

income is rent. Income represents shared income after expenses

5.) Part VIL, line 53 - Condo purchased 6-7 years ago not previously disclosed because of oversight. See related liability in Part VI

5.) Part VII, line 55 - | was Executor for

estate as disclosed in Part I. The estate was distributed and closed during 2011. The value of the estate at

December 31,2011 was 0.

(see # 4 above). Other income consisted of interest and dividends.

6.) Part VII, line 55 - The primary income in the estate was income

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3417. Public record. Not legal advice.