# Robert N. Kwan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10033

## Record

- **Judge:** Robert N. Kwan
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Wells Fargo Bank, checking account — Interest
Chase Bank, checking account — Interest
Chase Bank, savings account #1 — Interest
Chase Bank, savings account #2 — Interest
East West Bank, savings account — Interest — Distnbuted
East West Bank, savings account — Interest — Open
East West Bank, checking account — Interest — Open
Northwestern Mutual Life Ins. Co., cash value policy — Int/Div
Brokerage Account
Mernll Lynch CMA money market fund — Int/Div
IRAZI
ING International Value mutual fund — Int/Div
Columba deligman Communcatbions and Information mutual fund — None
Blackrock Health Sciences Opportunities mutual fund — None
Blackrock Global Allocation mutual fund — Int/Div
Blackrock Large Cap Value mutual fund — None
Davis New York Venture mutual fund — Int/Div
Nuveen Preferred Income Opportunities mutual fund — Int/Div
Pimco Total Return mutual fund — Int/Div
Merrill Lynch money market fund — Int/Div
IRA #2
Calamos Growth mutual fund — None
Hartford Capital Appreciation mutual fund — Int/Div
Putnam International Equity mutual fund — None
Hartford Capital Appreciation ] mutual fund — Int/Div
Cohen & Steers Closed End mutual fund — Int/Div
403(b) retirement savings plan
TIAA-CREF Growth & Income mutual fund — Int/Div
TIAA-CREF Social Choice mutual fund — Int/Div
TIAA-CREF International Equity mutual fund — Int/Div
TIAA-CREF Large Cap Value mutual fund — Int/Div
TIAA-CREF Mid-Cap Value mutual fund — Int
TIAA-CREF S&P S00 Index mutual fund — Int/Div
TIAA-CREF Small Cap Value mutual fund — Int/Div
Life Investors Insurance Co. Deferred Fixed Annumity acct, — Interest
403(b) annuity plan — Interest
Member, Board of Directors, Southem California Bankruptcy American Inn of Court
Executive Committee Member, Los Angeles County Bar Association, Commercial Law and Bankruptcy Section
Reimbursement — Cahforni Bankruptcy Forum — S/I8N12-5120012 — Rancho Mirage, CA — CLE — Lodgmg, meals, seminar tees
VILS The East West Bank savings account was a Uniform Gift to Minors Act account

who ceased being a dependent for income tax

purposes, effective 1/1/12. The account is listed as Distributed since

took over the account in 2012 and subsequently withdrew the

remaining funds in the account which was less than $1,000,

VILI7. The mutual fund previously reported as Nuveen Multistrutegy mutual fund was renamed Nuveen Preferred Income Opportunities Fund.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10033. Public record. Not legal advice.
