# Alan G Lance sr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7219 ## Record - **Judge:** Alan G Lance sr - **Year:** 2016 - **Report type:** Final - **Pages:** 11 ## Text IRA #1 - Charles Schwab — Int/Div Schwab Money Market Fund — Interest CATAT Ine Common Stock — Int/Div — Buy (add'l) CATAT Ine Common Stock — Buy (add'l) CATAT Ine Common Stock — Buy (add'l) CATAT Ine Common Stock — Buy (add'l) CS X Corp Common Stock — Int/Div GE Common Stock — Int/Div JM Smucker Company Common Stock — Int/Div Johnson & Johnson, Inc Common Stock — Int/Div — Buy (add'l) Johnson & Johnson, Inc Common Stock — Buy (add'l) Johnson & Johnson, Inc Common Stock — Buy (add'l) Johnson & Johnson, Inc Common Stock — Buy (add'l) Kraft Heinz Company — Int/Div — Buy Kraft Heinz Company — Buy (add'l) Kraft Heinz Company — Buy (add'l) Kraft Heinz Company — Buy (add'l) Procter & Gamble Common Stock — Int/Div — Buy (add'l) Procter & Gamble Common Stock — Buy (add'l) Procter & Gamble Common Stock — Buy (add'l) Procter & Gamble Common Stock — Buy (add'l) The Southern Company Common Stock — Int/Div Lance Land & Livestock, LTD. — Distribution Cash, Land, and Buildings — Distribution Common Stock Parks America! Inc — None IRA #2 - Vanguard — None Emerging MKts Stock Index — None Health Care Fund Inv — None Life Investors: Cash Value Life Insurance — None ING RehaStar Life Insurance — None IRA #3 - Edward Jones — Int/Div Model Core Plus Balanced Toward Income — Int/Div Capital One Bank Accounts — Interest Union First Market Bank Accounts — Interest Wells Fargo Bank Accounts — Interest LSAA — Int/Div Mkt Vetrs Agribusn ETF — Int/Div Nuveen Energy MLP ETF — Int/Div Idaho Central Credit Umon — Interest US Series Bonds — Interest Gold — None Waddell & Reed — Int/Div WR Advisors Core Investment A — Sold WR Advisors Core Investment Y — Int/Div — Buy WR Advisors Dividend Opportunities A — Int/Div — Sold WR Advisors Dividend Opportunities Y — Int/Div — Buy WR Advisors Energy A — Sold WR Advisors Energy Y — Buy lvy Large Cap Growth A — Sold lvy Large Cap Growth — Int/Div — Buy lvy Mid Cap Growth A — Sold Ivy Mid Cap Growth — Int/Div — Buy WR Advisors Science and Technology A — Sold WR Advisors Science and Technology Y — Buy lvy Small Cap Value A — Sold Ivy Small Cap Value — Int/Div — Buy WR Advisors Tax-Managed Equity A — Sold WR Advisors Tax-Managed Equity Y — Int/Div — Buy JWR Advisors Value A — Sold WR Advisors Value Y — Int/Div — Buy lvy Micro Cap Growth A — Sold lvy Micro Cap Growth — Int/Div — Buy lvy Cundill Global Value A — Sold lvy Cundill Global Value — Int/Div — Buy lvy Global Equity Income A — Int/Div — Sold Ivy Global Equity Income — Int/Div — Buy Ivy Intemational Core Equity A — Sold lvy Intemational Core Equity — Int/Div — Buy WR Advisors Asset Strategy A — Sold WR Advisors Asset Strategy Y — Buy WR Advisors Continental Income A — Int/Div — Sold WR Advisors Contmental Income Y — Int/Div — Buy lvy High Income A — Int/Div — Sold lvy High Income — Int/Div — Buy lvy Limited - Term Bond A — Int/Div — Sold lvy Limited - Term Bond — Int/Div — Buy WR Advisors Municipal Bond A — Int/Div — Sold WR Advisors Municipal Bond Y — Int/Div — Buy WR Advisors Municipal High Income A — Int/Div — Sold WR Advisors Municipal High Income Y — Int/Div — Buy WR Advisors Cash Management A — Int/Div Wells Fargo Advisors — Int/Div Ibbotson Strategic ETF - Conservative Growth & Income Fund — Int/Div Plains All American Pipeline, LP (Forumerly Plains Marketing LP) — Rovalty First-Third Bank Account — Interest Vanguard - Equity Income Fund Inv — Int/Div President and Stockholder, Lance Land and Livestock, Lid Agreement — 010191 — State of 1daho - Pension upon retirement after age 55 Reimbursement — The American Legion — August 26-31, 2016 — Cincinnati, Ohio — The National Convention — Airfare und Lodging Income — 2016 — Rental wmcome from parking space — SO00.00 Income — 2016 — PERSI - State of Idaho - Pension upon retirement after age 55 — $23.69 30 1. Part VII - Lmes 31-32: The funds m this account are not directed by the account holder. The account holder selects a model (Model selected: Model Core Plus Balanced Toward Income) and then has no control of securities or funds held in the account. 2, Part VII - Lines 82-83: The funds in this account are not directed by the account holder. The account holder selects an investment strategy (Ibbotson Strategic ETF - Conservative Growth & Income Fund), and then has no control of securities or funds held in the account. 3. Part VII - Lines 42-81: These funds have dividends and capital gains that are reinvested in additionals shares automatically throughout the year. The funds were moved from "A" shares to "Y" or "I" shares during the year. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7219. Public record. Not legal advice.