# James R. Sacca > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5888 ## Record - **Judge:** James R. Sacca - **Year:** 2015 - **Report type:** Annual - **Pages:** 10 ## Text Northwestern Mutual Whole Life Policy — Int/Div Northwestern Mutual Variable Life Policy — Int/Div MSA Select Bond MSA Money Market MSA Index 500 Stock 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 — Int/Div — Buy (add'l) American Funds Europacific Growth Fund — Int/Div — Sold (part) American Funds Fundamental Investors — Int/Div — Sold (part) American Funds High Income TrustFund — Int/Div — Buy (add'l) Invesco Intemational Growth Fund — Int/Div Fidelity Advisor Newinsights Fund — Int/Div — Sold (part) Fidelity Advisor Leveraged Company Stock Fund — Int/Div — Sold (part) Fidelity Advisor Small Cap Value Fund — Int/Div Lazard Emerging Markets Portfolio Funnd — Sold MFS Intemational Value Fund — Int/Div PIMCO Commodity Real Retum Strategy Fund — Sold PIMCO Real Return Fund Class A — Int/Div — Buy (add'l) PIMCO Total Return Class A — Int/Div — Buy Metropolitan West Total Return Bond Fund — Int/Div — Buy Russell Global Real Estate Securities Fund — Int/Div Templeton Global Bond Fund — Int/Div — Sold (part) Vanguard 500 Index Fund — Int/Div — Sold (part) Dreyfus Insured Deposit Program money market account — Interest Brokerage Account American Funds Europacific Growth Fund — Int/Div Pimco Commodities Plus — Int/Div — Sold The Growth Fund of America — Distribution MFS Value Fund — Int/Div — Sold (part) PIMCO Real Return Fund — Int/Div PIMCo Total Return Fund — Int/Div — Sold Delaware Emerging Markets Fund — Int/Div — Sold Oakmark International Fund — Int/Div — Sold Russell Global Real Estate Securities Fund — istmbution Stratton Small Cap Value Fund n'k/a Sterling Cap — Distribution American Century Tax Free Bond Fund — Distribution Vanguard Mid-Cap Stock Index Fund — Int/Div — Sold (part) Vanguard Index Trust Total Stock Market Portfolio Fund — Int/Div — Sold (part) Perkins Mid Cap Value Fund — Sold Templeton Global Bond Fund — Int/Div — Sold Vanguard BD Index Fund — Int/Div John Hancock Disciplined Value Mid Cap Fund — Int/Div — Buy John Hancock Disciplined Value Mid Cap Fund — Sold (part) Putnam Conv Securities Fund — Int/Div — Buy Vanguard Healthcare fund — Int/Div — Buy Deutsche Enhanced Comm Strategy Fund — Int/Div — Buy Drevfus General Money Market Fund — Interest SunTrust Bank deposit accounts — Interest Virginia 529 Plan-American Funds Capital World Growth and Income Fund (x) American Balanced Fund (x) AMCAP Fund (x) The Bond Fund of America (x) Ameican High Income Fund — Int/Div — Sold (part) American Mutual Fund — Int/Div — Sold (part) Capital Income Builder — Int/Div — Sold (part) The Income Fund of America — Int/Div — Sold (part) US Gov't Securities Fund — Int/Div — Sold (part) 2021 Fund — Int/Div 2024 Fund — Int/Div Great American Life Insurance Annuity (fixed) — istmbution Reimbursement — Bankruptcy Section CLE Seminar — is an gsiibedilin th hes a Lines 3-16. | am not provided with any information or statments regarding dividends or other transactions for these individual funds held within the variable life policy, nor do 1 have access to that information online, only the annual dividend paid on the policy as a whole and cash value of the policy. | am unaware of any changes to the amount of the funds held in the polcy since its inception. Line 61-68. 11 have made no transactions in this $29 account last year other than withdrawals so I can only assume that the names of the funds on lines 61-64 were changed to the funds on lines 65-68. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5888. Public record. Not legal advice.