# Robert S. Ballou > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8363 ## Record - **Judge:** Robert S. Ballou - **Year:** 2016 - **Report type:** Annual - **Pages:** 11 ## Text USAA Bank — Interest First Citizens Bank — Interest Wachovia/'Wells Fargo Bank — None Equitable Vanable Life Insurance — None USAA Brokerage Account (assets listed below) (HY CSX Comp. — Int/Div Exxon Mobil Corp. — Int/Div IBM — Int/Div Norfolk Southern Corp. — Int/Div Stanley Black & Decker — Int/Div Venzon Commumcanons, Inc — Int/Div Tweedy Browne Value Fund — Int/Div USAA Money Market Fund — Int/Div UTMA Account # (holdings listed below) (Hy Marsico Growth Fund — Int/Div USAA Growth & Income Fund — Int/Div USAA Money Market Fund — Int/Div UTMA Account # 2 (holdings listed below) (Hy Marsico Growth Fund — Int/Div USAA Growth & Income Fund — Int/Div USAA Money Market Fund — Int/Div UTMA Account #3 (holdings listed below) (Hy USAA Growth & Income Fund — Int/Div USAA Money Market Fund — Int/Div 403(b) Retirement Account (holdings listed below WH) Goldman Sachs MidCap Value-Inst ((Formerly A Class shares) — Int/Div Munder Mid Cap Core Growth-Y (formerly A class shares) — Int/Div American Funds EuroPac. Growth (R6) (Formerly R4 share class — Int/Div Metropolitan West Total Return Bond Plan — Int/Div Vanguard Institutional Index S00 — Int/Div Vanguard Retirement Account (holdings below WH) Vanguard Health Care Fund Investor Shares — Int/Div T.Rowe Price Retirement Account (holdings below iH) T.Rowe Price Mid-Cap Growth Fund — Int/Div T. Rowe Price Science & Technology Fund — Int/Div T. Rowe Price Small-Cap Stock Fund — Int/Div T. Rowe Price Spectrum Growth Fund — Int/Div Virginia 529 College Savings Plan # (holdings below )(H) Va. 529 Chesapeake Fund — None — Buy (add'l) Va 529 Stock Index Fund — None — Buy (add'l) Va. 529 Aggressive Growth Fund — None — Buy (add'l) Virginia 529 College Savings Plan # 2 {holdings below (H) Va. 529 Chesapeake Fund — None — Buy (add'l) Va 529 Stock Index Fund — None — Buy (add'l) Va. 529 Aggressive Growth Fund — None — Buy (add'l) Virginia 529 College Savings Plan # 3 (holdings below )(H) Va. 529 Chesapeake Fund — None — Buy (add'l) Va 529 Stock Index Fund — None — Buy (add'l) Va. 529 Aggressive Growth Fund — None — Buy (add'l) USAA SEP Acct. - formerly Morgan Stanley SEP (holdings below )(H) USAA Money Market fund — Int/Div AQR Managed Futures Strategy — Int/Div Blackrock Low Dur. BD Inv. (Institutional Shs.) — Int/Div Causeway Int'l Value — Int/Div Center Coast MLP — Int/Div Deleware Investment Small Cap Value — Int/Div EV Income Fund of Boston — Int/Div ING Global Real Estate Fund (Re-named Voya Global Real Estite) — Int/Div lvy Mid Cap Growth — Int/Div John Hancock Displicined Value (Inst Shs.) — Int/Div John Hancock Seaport CL — Int/Div JP Morgan Dynamic Small Cap Growth — Int/Div Mainstay Large Cap Growth — Int/Div Managers AMG System Mid-Cap Value Renamed 10 AMG Systematic — Int/Div Metropolitan West Total Return — Int/Div Pimco Foreign Bond Fund — Int/Div Pimco Short Term Foreign Bond Fund — Int/Div Riverpartk/Wedgewood Inst] — Int/Div Virtus Insight Emerging Markets — Int/Div USAA Roth IRA - formerly - Morgan Stanley Roth IRA (holdings below) (H) USAA Money Market Fund — Int/Div AQR Managed Futures Strategy — Int/Div Blackrock Low Duration Bnd. Fund — Int/Div Causeway Int'l Value Fund — Int/Div Center Coast MLP — Int/Div Deleware Inv. Sm. Cap. Value — Int/Div EV Income Fund of Boston — Int/Div ING Global Real Estate Fund (Renamed: Vova Global Real Estate) — Int/Div lvy Mid-Cap Growth — Int/Div John Hancock Disciplined Value Fund — Int/Div JP Morgan Dynamic Small Cap Growth — Int/Div Lege Mason WA Emerginng Markets — Int/Div Mainstay Large Cap Growth — Int/Div Managers Systematic Mid-Cap. Value: Renamed AMG Systematic Mad — Int/Div Metropolitan West Total Return — Int/Div Pimco Foreign Bond Fund — Int/Div Virtus Insight Emerging Markets — Int/Div USAA Trad. IRA former Morg. Stan. Trad IRA No. 2 (holdings below) H) Pfizer. Inc — Int/Div Citibank Bank Deposit Program (re-named «- USAA Money Market) — Int/Div Payflex HSA — Interest Reimbursement — rr: yr oe J CT — trials at tral advocacy course — ai aT I [Er eT and my spouse Limes 75 and 131 of my 2015 report regarding Center Coast MLP in the USAA Traditional IRA and USAA Roth IRA accounts reflect that my position in that mvestment was sold on August 14, 2015. In fact, thut position was sold only in part. My current holdings in Center Coast MLP is reflected in this report. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8363. Public record. Not legal advice.