# J. Daniel Breen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4691

## Record

- **Judge:** J. Daniel Breen
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 13

## Text

Bancourp South — Interest
IRA - Fidelity Mag — Int/Div
CMA ACCT. « MERRILL LYNCH
Idacorp, Inc — Int/Div
Proctor & Gamble CS — Int/Div
AT&TCS — Int/Div
Coca-Cola CS — Int/Div
Dupont CS — Int/Div
Johnson & Johnson CS — Int/Div
WADDELL & REED ACCT
Waddell & Reed Strategy Port — Int/Div — Sold (part)
Waddell & Reed Balanced Port — Int/Div — Sold (part)
Waddell & Reed Bond Port — Int/Div — Sold (part)
Waddell & Reed Bond Port — Sold (part)
Waddell & Reed Core Equity — Int/Div — Sold (part)
Waddell & Reed Core Equity — Sold (part)
Waddell & Reed Growth Port — Int/Div
Waddell & Reed High Income Port — Int/Div — Sold (part)
Waddell & Reed High Income Port — Sold (part)
Waddell & Reed Science & Tech Port — Int/Div — Sold (part)
Waddell & Reed Small Cap Growth Port — Int/Div — Sold (part)
Waddell & Reed Tret. Fd. Intl. Growth Port — Int/Div
Waddell & Reed Value Port — Int/Div
Waddell & Reed Global Ntrl. Res. Port — Int/Div
Waddell & Reed Mid Cap Gwth Port — Int/Div
Waddell & Reed Target Microcap Gwih — Int/Div
Waddell & Reed Target Energy Port — Int/Div
VOYA ACCT
VOYA Gwth and Inc. Portfolio — Int/Div
VOYA Large Cap Gwth Portfolio — Int/Div
VOYA FMR SM Diversified Midcap — Int/Div
VOYA JP Morgan Small Cap Core Eq. Port — Int/Div
VOYA Am. Fds. Int'l Port — Int/Div
IRA ACCOUNT « MERRILL LYNCH
Ivy Asset Strategy Fd — Int/Div — Sold (part)
Coca Cola -CS — Int/Div
Exxon Mobil - CS — Int/Div
General Electric - CS — Int/Div
Johnson & Johnson - CS — Int/Div
McDonalds - CS — Int/Div
Oppenhemmer Int'l Growth Fd — Int/Div — Sold
Permanent Portfolio Fd — Int/Div
Pimco Income Fd — Int/Div
TCW Total Return Bd. Fd. — Int/Div
Wal-Mart Stores - CS — Int/Div — Sold
Western Asset Core Plus Bd Fd. — Int/Div
IRA - MERRILL LYNCH
The American Beacon London Inc Fd — Int/Div
Calamos Mkt Nev. Inc Fd — Int/Div — Buy
Clearbridge Large Cap Gwth Fd — Int/Div — Buy (add'l)
Blackrock Global — Int/Div — Sold
Blackrock Equity Div. Fd. — Int/Div
Boston Partners Research Fd — Int/Div
Comm. Srves Select Sector — Int/Div — Buy
Consumer Discretionary SPDR — Int/Div
Deleware Value Fd — Int/Div
Federated Int'l Leaders Fd — Int/Div — Sold
First Trust Dow Jones Index Fd — Int/Div — Buy
iShares Edge MSCI Min Emging Mkts — Int/Div — Buy
iShares TIPS — Int/Div — Sold
iShares MSC1 CDA ETF — Int/Div — Sold
iShares MSC Switzerland — Int/Div — Sold
iShares MSC Sweden ETF — Int/Div — Sold
iShares MSC Pacific — Int/Div — Sold
iShares MSC Japan ETF — Int/Div — Sold
iShares MSCI UK ETF — Int/Div — Sold
iShares MSC INC CORE — Int/Div — Sold
iShares 3-7 yr Treas. Bd — Int/Div — Sold
iShares U.S. Preferred ETF — Int/Div — Buy (add'l)
iShares S&P S00 Gwth — Int/Div
iShares MBS ETF — Int/Div — Sold
iShares S and P Mid-Cap 400 ETF — Int/Div
Vaneck Vectors J.P — Int/Div — Sold
First Tr. Exchange Traded Fd. — Int/Div — Sold
First Tr. ISE Cloud Comp — Int/Div — Buy (add'l)
First Eagle Global — Int/Div — Sold
Oppenheimer Senior Floating Rate Fd — Int/Div — Sold
Healthcare Select SPDR — Int/Div
Powershares Preferred Portfolio — Int/Div — Sold
Powershares EM Sovereign Fd. — Int/Div — Sold
Real Estate Select Sector SPDR — Int/Div
iShares NASDAQ Biotech — Int/Div
Sector SPDR Energy — Int/Div — Buy
iShares 1BOXX — Int/Div
iShares MSC Eurozone ETF — Int/Div — Sold
Sector SPDR Real Estate Select — Int/Div
SPDR U.S. Dvdnd Aristocrat ETF — Int/Div
iShares Russell 1000 Value — Int/Div
iShares Russell 1000 Growth — Int/Div — Buy (add'l)
iShares TR Russell 2000 — Int/Div
iShares US Treasury Bond — Int/Div
iShares TR Core MSC1 EAF ETF — Int/Div
Pimco Foreign Bond Fd — Int/Div
SPDR Blmbrg Brely HiYd Bd — Int/Div
T Rowe Price Emg Mkts Stk Fd — Int/Div
Loomis Sayles Strategic Inc — Int/Div
Oakmark Global Selet Fd — Int/Div — Sold
Nuveen Real Estate Fd. — Int/Div — Buy (add'l)
MFS Value Fd C11 — Int/Div
Neuberger Berman Int'l Eq. Fd — Int/Div — Buy
Sector SPDR Fmancial — Int/Div — Buy (add'l)
T. Rowe Price Blue Chip Gwth Fd — Int/Div
Templeton Glbl. Bond Fd — Int/Div
TCW Total Rm Bond Fd. — Int/Div — Buy (add'l)
Oakmark Int'l Fd — Int/Div
Oppenheimer Global Opp. Fd — Int/Div — Buy
Transamerica MidCap Fd — Int/Div — Buy (add'l)
Permanent Portfolio Fd — Int/Div
Vanguard Consumer Staples ETF — Int/Div — Buy (add'l)
Vanguard Dividend Appreciation ETF — Int/Div — Buy (add'l)
Vanguard Materials ETF — Int/Div — Buy (add'l)
Vanguard Mega Cap 300 — Int/Div — Buy (add'l)
Vanguard Info. Tech, ETF — Int/Div
Vanguard Intermediate Bd ETF — Int/Div — Buy (add'l)
Vanguard Mid-Cap Val. 1dx — Int/Div — Buy
Vanguard Short Term Bd — Int/Div
Merrill Lynch Money Market Fd — Interest
Memill Lynch Retirement Reserves — Interest
VOYA Comp. Leaders Fd — Int/Div
Prudential Short Term Bd. Fd — Int/Div — Sold
Procter & Gamble CS — Int/Div
Waddell & Reed Advisors Small Cap — Int/Div
Waddell & Reed Accumulative — Int/Div
Waddell & Reed Core Investment — Int/Div
Waddell & Reed Advisors Cash Management — Int/Div
BanCorp South CD — Interest
Ivy VIP Asset Strategy — Int/Div
Ivy VIP Balanced Fd. — Int/Div
Ivy Energy Fd — Int/Div
Ivy Global Nat'l Res. Fd. — Int/Div
Ivy Intl Grwth Fd. — Int/Div
Ivy Sci NC Tech Fd. — Int/Div
Utah My529 Acct (Vanguard Total Stock Market Index) — Int/Div — Buy

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4691. Public record. Not legal advice.