# Stephen B. Jackson jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8661

## Record

- **Judge:** Stephen B. Jackson jr
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

I (2013 $217,000) — Rent
US. Bank Accounts — Interest
IRA Z(H)
AQR Managed Futures Strategy — Int/Div — Buy (add'l)
DFA Investment Grade — Int/Div
DFA Intemational Vector Equity — Int/Div
DFA Intemational Value — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Emerging Markets Small Cap — Int/Div
DFA Global Fixed Income — Int/Div
DFA Intemational Core Equity — Int/Div
DFA Short Term Extended Quality — Int/Div
DFA US Large Cap Growth — Int/Div
DFA US Core Equity — Int/Div
DFA One-Year Fixed Income — Int/Div
DFA US Targeted Value — Int/Div — Buy (add'l)
DFA Two-Year Global Fixed Income — Int/Div
Diamond Hill Long Short — Int/Div
Permanent Portfolio — Int/Div
Vanguard Reit Index — Int/Div — Sold (part)
IRA #2 (H)
AQR Managed Future Strategy — Int/Div — Buy (add'l)
DFA Investment Grade — Int/Div
DFA Intemational Vector Equity — Int/Div
DFA International Value — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Emerging Markets Small Cap — Int/Div
DFA Global Fixed Income — Int/Div
DFA International Core Equity — Int/Div
DFA Short Term Extended Quality — Int/Div
DFA US Large Cap Growth — Int/Div
DFA US Core Equity — Int/Div
DFA US Targeted Value — Int/Div
DFA One-Year Fixed Income — Int/Div
DFA Two-Year Global Fixed Income — Int/Div
Diamond Hill Long Short — Int/Div
Permanent Portfolio — Int/Div
Vanguard Reit Index — Int/Div — Sold (part)
IRA 43 (H)
Goldman Sachs Bank USA Cash Acct (Y)
Russell Lifepoints Fund Growth Strategy — Int/Div
Spdr S&P 500 — Int/Div — Buy
Spdr S&P 500 — Buy (add'l)
TIAA CREF 457(b)H)
TIAA CREF Lifecycle 2030 — Int/Div
TIAA CREF 401 (a) H)
TIAA CREF S&P S00 Index — Int/Div
529 Plan #1 (H)
BlackRock Mod 13-16 Age Based Option — Int/Div — Sold
BlackRock Mod +17 Age Based Option — Int/Div — Buy
BlackRock Aggressive Growth — Int/Div
S29 Plan £2 (H)
Amcap Fund — Int/Div — Sold (part)
American Balanced Fund — Int/Div — Sold (part)
American High Income Trust — Int/Div — Sold (part)
Capital Income Builder — Int/Div — Sold (part)
Capital World Growth and Income — Int/Div — Sold (part)
Fundamental Investor — Int/Div — Sold (part)
Growth Fund of America — Int/Div — Sold (part)
529 Plan #3 (H)
Ohio Tuition Trust Fifth Third Cash Account — Interest — Sold (part)
Trust #1 (H) (Beneficiary)
American Funds Money Market A — Int/Div — Buy (add'l)
Amencan Funds Bond Fund of America A — Int/Div — Sold
American Funds Capital World Bond Fund A — Int/Div — Sold
Trust #2 (H) (Beneficiary)
Lincoln Universal Life Insurance — Interest
Trust #3 (H) (Beneficiary)
Transamerica Universal Life Insurance — Interest
LPL Investment Acct (H)
DFA Global. Alloc. 6/40 — Int/Div — Buy
DFA Global. Alloc. 6/40 — Buy (add'l)
Agreement — 2010 — State of lowa Judicial Retirement System, defined benefit pension, no control
Liability — U.S. Bank — Part VII Mortgage on IEEE /rental property, INI ( Line 1)
Spouse's income — 2016 — Self-employed professional orgamzer
Section VII Investments and Trusts. DFA 1s abbreviation for Dimensional Fund Advisors.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8661. Public record. Not legal advice.