# Roberto Antonio Lange > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5608 ## Record - **Judge:** Roberto Antonio Lange - **Year:** 2017 - **Report type:** Annual - **Pages:** 7 ## Text Eastman Lange LLC — None New York Life universal policy from 1992 — Int/Div New York Life umversal policy from 1995 — Int/Div First Bank & Trust account — Interest Merrill Lynch IRA brokerage account Goldman Sachs 6/15/20 bond (GS20B) — Interest HSBC 3/08/21 bond — Interest Nuveen Real Estate Securities (FARCX) — Int/Div USD Aspen Ins. 11/15/23 bond (AHL23) — Interest Vanguard Total Stock Market (VTI) — Int/Div Wellpoint 5/15/22 bond (ANTM22) — Interest Wells Fargo 2/13/23 bond (WFC23) — Interest Menmill Lynch tax free bond acct (reconstituted in 2013: see notes) Oppenheimer Senior Class C (OOSCX) — Int/Div Loomis Sayles Strategic (NECZX) — Ine pm Current 529 Plans (Y) (absolutely no control: see notes) Scholar's Choice 529 Plar- pum — Int/Div Scholar's Choice 529 Plan mom — Int/Div Scholar's Choice 529 Plan- 3mm — Int/Div Loan to sister and brother-in-law jms [ — None Member, Eastman Lange LLC Line items 5 through 12 of Part VII are part of one Merrill Lynch account that is an Individual Retirement Account ("IRA"). That IRA account was opened in late 2009 and funded at the inception of 2010 with monies from liquidation of Judge Lange's 401(k) account from his previous employment with Davenport, Evans, Hurwitz & Smith LLP. An effort has been made to simplify investments in this account so as to simplify this annual disclosure. Line items 13 through 15 of Part VII were part of u Merrill Lynch tax free bond portfolio that Judge Lange opened on July 25, 2011, with proceeds form sale of his interest in a residence in Lincoln County, South Dakota. Line items 16 through 19 of Part VII disclose 529 college savings plans in existence since 2004 for the benefit of Il. Judge Lange originally opened these at Merrill Lynch, but they later were moved to Scholar's Choice without Judge Lange's involvement, The custodian on the account and the account owner is not Judge Lange, but . Disclosure of the 529 Pleans were overlooked prior to the disclosure of 2011. The original 529 Plans were replaced through transactions on April 9 and 13, 2012, establishing new 529 Plans with the same funds. Judge Lange has no investment control over [Ii [0 529 Plans, and is neither custodian nor account owner, The effort in disclosing those plans is both for the sake of utter completeness in this disclosure and continuity in the annual disclosures. Line item 20 references a loan made by Judge Lange in September of 2016 to his sister J and brother-in-law SI to assist them and their children. Value method code "VV" is used as the value is considered to be the amount owed under a promissory note. Judge Lange revised his Merrill Lynch investment approach substantially in 2016 to simplify and streamline this disclosure. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5608. Public record. Not legal advice.