# Robert Lanier Anderson 3

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8917

## Record

- **Judge:** Robert Lanier Anderson 3
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

SunTrust Bank - checking account — Interest
Exxon (common) — Int/Div
SunTrust Bank (common) — Int/Div
TIAA-CREF Traditional Bond Fund (TIAA) — Int/Div
TIAA-CREF Stock Fund (QCSTRX) — Int/Div
House and lot, Macon-Bibb County, GA — Rent
SunTrust Bank (common) — Int/Div
shares Russell 1000 Index — Int/Div
shares Russell 2000 Value — Int/Div
shares Russell 2000 Index — Int/Div
shares Russell 1000 Index — Int/Div
shares Russell 2000 Value — Int/Div
shares Russell 2000 Index — Int/Div
shares Russell 2000 Index (IRA) (H) — Int/Div
Genworth Life Ins. Co (whole life) — Int/Div
SunTrust Bank - money market — Interest
H(RLA/CHARLES SCHWAB CUST IRA ROLLOVER) — Part VII
Schwab US Treas. Money Fund — Interest
Investco Balanced Risk Fund — Int/Div — Sold
Goldman Sachs Satelite Shategres Port {GXSIX) — Int/Div — Buy (add'l)
Goldman Sachs Strategic Inc. Fund — Int/Div — Sold (part)
Goldman Sachs Strategic Inc. Fund — Int/Div — Sold
Goldman Sachs Rising Dev. Growth Fund (GXRLX) — Int/Div — Sold
iShares Core S&P Index — Int/Div — Sold
Vanguard (VEA) — Int/Div — Sold
Vanguard (VOE) — Int/Div — Sold
Blackrock Strat. Inc. Opportunity Port Inst] — Int/Div
Vanguard Bond Index Fund Intermed. Term Bond (BIV) — Int/Div
AQR Style Prema ALT (QSPIX) — Int/Div — Buy (add'l)
Doubline total Return (DBLTX) — Int/Div — Buy
Vanguard Mkt Neutral (VMNFX) — Int/Div — Buy
JP Morgan Dvrsfd Ren Intl (JPIN) — Int/Div — Buy
JP Morgan Dvrsfd Ren Intl (JPIN) — Int/Div — Sold
H(RLA SCHWAB INDIVIDUAL ACCOUNT) — Part VII
Schwab US Treas Money Fund — Interest
Goldman Sachs Rising Div. Fund. (GSRLX) — Int/Div — Sold
Goldman Sachs Satelite Strategies Port (GXSIX) — Int/Div
Investco Bal Risk — Int/Div — Sold
iShares Core S&P (IVV) — Int/Div — Buy (add'l)
iShares Russell 2000 (IWM) — Int/Div — Buy (add'l)
iShares Russell 2000 ( IWM) — Int/Div — Sold (part)
Vanguard ETF (VEA) — Int/Div — Buy (add'l)
Vanguard ETF (VEA) — Int/Div — Sold (part)
Vanguard ETF (VEA) — Int/Div — Sold
Vanguard Mid-Cap Growth (VOT) — Int/Div
AQR Style Prema ALT (QSPIX) — Int/Div
Vanguard Mkt Neutral (VMNFX — Int/Div — Buy
Vanguard Sht. Term Bond (BSV) — Int/Div — Buy
Vanguard Mid Cap Value (VOE) — Int/Div — Buy
JP Morgan Dvrsfd Ren Intl (JPIN) — Int/Div — Buy
HADDITIONAL STIFEL ASSETS) — Part VII
Vanguard Appreciation — Int/Div
Suntrust Banks, Inc. Pfd Series 5.875% (RLA) — Int/Div
Suntrust Banks, Inc. Pd Series S.875% — Int/Div
Loomis Sayles Strategic Fund (H) — Int/Div
Osterwess Srategic Fund (IRA-W) — Int/Div
Osterwess Strategic Fund (IRA-H) — Int/Div
Alfa Opportunistic Alter. CL 1 (IRA-W) — Int/Div — Sold
Invesco Balanced Risk Alloc. CL Y (IRA. WwW) — Int/Div
Agreement — 1117/07 — R. Lanier Anderson, [11/Chas. Schwab & Co. Cust’ IRA rollover
Part VII, Line 17, is simply a heading to disclose that the following lines (lines 18-33) describe holdings or transactiosn in RLA Schwab IRA Rollover during

2016

Part VIL line 34 is simply a heading to disclose that the following lines (lines 35-50) describe holdings or transations in the RLA Schwab individual account during

2016

Part VII line 51, is simply a heading to disclose that lines 51-59 describe holdings that were cither already in or added to RLA Stifel brokerage accounts. Other

holdings in those accounts were reported on carly lines of Part VIL

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8917. Public record. Not legal advice.
