# Robert S. Ballou > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9489 ## Record - **Judge:** Robert S. Ballou - **Year:** 2012 - **Report type:** Annual - **Pages:** 12 ## Text Va. 529 Chesapeake Fund — None — Buy (add'l) USAA Bank — Interest First Citizens Bank — Interest Wachovia/'Wells Fargo Bank — None Equitable Vanable Life Insurance — None USAA Brokerage Account (assets listed below) (HY AT&T — Int/Div CSX Comp. — Int/Div Exxon Mobil Comp. — Int/Div Frontier Communications Corp — Int/Div Hewlett Packard Co. — Int/Div IBM — Int/Div Merck & Co, Inc — Int/Div Norfolk Southern Corp — Int/Div Sigma Aldrich Corp — Int/Div Steel Dynamics Corp. — Int/Div Venzon Commumcations, Inc — Int/Div Dodge & Cox Int'l Stock Fund — Int/Div Torray Fund — Int/Div Tweedy Browne Global Value Fund — 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 — Int/Div UTMA Account # 2 (holdings listed below) (Hy Marsico Growth Fund — Int/Div USAA Growth & Income Fund — Int/Div USAA Money Market — Int/Div UTMA Account #3 (holdings listed below) (Hy USAA Growth & Income Fund — Int/Div USAA Money Market Fund — Int/Div Wells Fargo Brokerage Account (holdings listed below )(H) Hewlett-Packard Co. — Int/Div Stanley Black & Decker — Int/Div Sigma Aldrich Corp — Int/Div — Sold (part) 403(b) Retirement Account (holdings listed below H) Invesco Van Kampen Equity & Income Fund Y — Int/Div Fidelity Spartan S00 Index Investor — Int/Div Goldman Sachs MidCap Value - A — Int/Div Munder Mid Cap Core Growth - A — Int/Div American Funds EuroPacific Growth (R4) — 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 — None T. Rowe Price Small-Cap Stock Fund — Int/Div T. Rowe Price Spectrum Growth Fund — Int/Div Fidelity Retirement Account (holdings below KH) Fidelity Blue Chip Growth — Int/Div Fudelity Growth & Income Fund — Int/Div Virginia 529 College Savings Plan # (holdings below )(H) Va. 529 Chesapeake 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 Aggressive Growth Fund — None — Buy (add'l) Virginia 529 College Savings Plan # 3 {holdings below (H) Va. 529 Aggressive Growth Fund — None — Buy (add'l) Morgan Stanley SEP Account (holdings listed below )(H) Morgan StanleyMutual Global Discovery Fund Class Z — Int/Div First Trust Mid-Cap Core Alphadex Fund — Int/Div Alpha Nawral Resources Inc — None Western Union Company — Int/Div Teekay Long Partners LP — Int/Div Transocean Lid. Switzerland — None Henderson Intemational Opportunities Fund, Class — Int/Div McDonald's Corporation — Int/Div 3M Company — Int/Div First Trust Nasdaq-100 Technology Index Fund — Int/Div Monsanto Co. — Int/Div Walt Disney Co. — None Mondelez International, Inc (Formerly Kraft Foods) — Int/Div Kraft Foods Group, Inc. (Spinoff from Kraft Foods) — None — from line 75) Bristol Myers Squibb Co. — Int/Div Johnson & Johnson — Int/Div Pfizer. Inc — Int/Div Norfolk Southern Corp. — Int/Div United States Gasoline Fund LP — None Powershares Exhange-Traded Fund Water Res. Port — Int/Div First Trust Exchange Traded Fund/Dow Jones Internet Index — None First Trust Morningstar Dividend Leaders Fund — Int/Div First Trust Nasdag-100 Equal Weighted Index — Int/Div SPDR S&P Dividend ETF — Int/Div Guggenheim Timber ETF — Int/Div First Trust Materials Alphadex Fund — Int/Div Furst Trust Small Cap Core Alphadex Fund — Int/Div Greenhaven Continuous Commodity Index Fund — None Drevfus Money Market Instruments — Int/Div — Sold Morgan Stanley Bank, N.A — Int/Div — Buy Deleware Diversified Income Fund — Int/Div Pinco Total Return Fund — Int/Div Templeton Global Bond Fund Advisor Class — Int/Div Morgan Stanley Roth IRA (holdings listed below WH) Furst Eagle Global Fund Class ( — Int/Div Citibank Deposit Program — None Verizon Communications — Int/Div Morgan Stanley Traditional IRA No. {holdings below (H) First Eagle Global Fund — Int/Div Altria Group, Inc — Int/Div Mondelez Int'l, Inc. (formerly Kraft Foods, Inc.) — Int/Div Kraft Foods Group, Inc (spinoff from Kraft Foods) — Int/Div — from line 103) Philip Morris Int'l Inc — Int/Div Citibank Deposit Program — None Morgan Stanley Traditional IRA No. 2 (holdingsbelowyH) Pfizer. Inc — Int/Div Citibank Bank Deposit Program — Int/Div AETNA HSA — Interest Amencan Chartered Bank HSA — Interest — Closed Select Account HSA — Int/Div — Open Reimbursement — Annual Construction Law Conference Line 73 of the 2011 report for Monsanto Co. incorrectly reported a total value for that asset in excess of $15,000.00. The correct value should have been less than $15,000.00. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9489. Public record. Not legal advice.