# James R. Sacca

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5391

## Record

- **Judge:** James R. Sacca
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 9

## Text

MSA Index 500 Stock
Northwestern Mutual Whole Life Policy — Int/Div
Northwestern Mutual Variable Life Policy — Int/Div
MSA Select Bond
MSA Money Market
MSA Mid Cap Growth Stock
MSA High Yield Bond
MSA Growth Stock
MSA Small Cap Growth Stock
MSA Small Cap Value
MSA Index 400 Stock
MSA International Growth
MSA Domestic Equity
MSA International Equity
MSA Asset Allocation
Russell Real Estate Securities
IRA #1 — Int/Div
American Century Diversified Bond Investment Fund Class
American Funds Europacific Growth Fund
American Funds Fundamental Investors
American Funds High Income TrustFund
Invesco Intemational Growth Fund
Fidelity Advisor Newinsights Fund
Fidelity Advisor Leveraged Company Stock Fund
DWS Dremen Small Cap Value Fund
Lazard Emerging Markets Portfolio Funnd
MFS Intemational Value Fund
PIMCO Commodity Real Retum Strategy Fund
PIMCO Real Return Fund Class A
PIMCO Total Return Class A
Russell Global Real Estate Securities Fund
Templeton Global Bond Fund
Vanguard 500 Index Fund
Brokerage Account
American Funds Europacific Growth Fund — Int/Div — Sold (part)
The Growth Fund of America — Int/Div — Sold (part)
MFS Value Fund — Int/Div — Sold (part)
PIMCO Commodity Real Return Strategy Fund — Int/Div — Sold (part)
PIMCO Real Return Fund — Int/Div — Sold (part)
PIMCo Total Return Fund — Int/Div — Sold (part)
Russell Emerging Markets Fund — Int/Div — Sold (part)
Russell International Developed Markets Fund — Int/Div — Sold (part)
Russell Global Real Estate Securities Fund — Int/Div — Sold (part)
Stratton Small Cap Value Fund — Int/Div — Sold (part)
American Century Tax Free Bond Fund — Interest — Sold (part)
Vanguard Mid-Cap Stock Index Fund — Int/Div — Sold (part)
Vanguard Index Trust Total Stock Market Portfolio Fund — Int/Div — Sold (part)
Serentity Partners, LLC-Astoria, Oregon — Distribution — Buy — Investments, LLC
SunTrust Bank deposit accounts — Interest
Astoria Investments, LLC- Astoria, Oregon — None — Sold — Investments, LLC
Virginia 529 Plan-American Funds — Int/Div — Sold (part)
Capital World Growth and Income Fund
American Balanced Fund
AMCAP Fund
The Bond Fund of America
Perkins Mid Cap Value Fund — Int/Div — Sold (part)
Templeton Global Bond Fund — Int/Div — Sold (part)
Great American Life Insurance Annuity — Distribution
With respect to Part VII, line 49 and 51, | owned a 50% interest in Astoria Investments, which owned a 5.6% interest in Serenity Partners, LLC. On January 1,

2012, in consideration for my withdrawal from Astoria Investments, LLC, I received half of its interest in Serenty Partners, LLC that being a a 2.8% interest in

Serenity Partners, LLC. Serenity Partners, LLC sold substantially all of its assets on 12/31/12, so while | still own a 2.8% interest in it, it has little or no value,

Part VII, Line 36 has been deleted. 1 thought the account was opened in late 2012 based on when 1 discussed opening the account with my financial advisor, but it

wa actually opened in January 2013, so it will be included in my 2013 report mstead.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5391. Public record. Not legal advice.
