# Robert N. Block > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10571 ## Record - **Judge:** Robert N. Block - **Year:** 2013 - **Report type:** Final - **Pages:** 11 ## Text MS&K Realty Co. investment (Los Angeles, California) — None Wells Fargo Bank accounts — Interest Prudential Fmancial Inc. common stock — None Citbank accounts — Interest BofA Beyond Banking accounts — Interest Capital One Bank accounts — Interest Chase Bank accounts — Interest — Open Note receivable--Bella Mar RV Park LLC — None Note Receivable--Phair Real Estate Acquisition Fund — None RETIREMENT PLAN TRUST BofA Cash/Money Mkt accts — Int/Div Loomis Sayles Strategic lnc Fd — Int/Div — Sold Kinder Morgan Management LLC — Int/Div — Sold (part) Doubleline Total Return Fd — Int/Div — Buy (add'l) Blackrock Global Allocation Fd — Int/Div — Buy (add'l) FPA Crescent Fd — Int/Div — Sold (part) PIMCO Income Fd — Int/Div — Buy (add'l) PIMCO All Asset Fd — Int/Div — Sold (part) Highland Global Allocation Fd — Int/Div — Buy (add'l) Eaton Vance All Asset Strategy Fd — None — Buy Principal Diversified Real Asset Fd — None — Buy BROKERAGE ACCOUNT #1 BofA Cash/Money Mkt accts — Interest San Jose CA Rdv Agy Tax Aug 1, 15 — Interest California St FSA-CR Mar 1, 17 — Interest — Sold (part) California St FSA-CR Mar 1, 17 — Redeemed San Fran Ca Cy-Co Pub Wir Rev Ser A Nov I. IS — Interest California St Var Purp 2016 — Interest California St Var Purp 2019 — Interest Riverside CA Elec Rev — Interest California St Var Purp 2021 — Interest CD Discover Bank of Greenwood — Interest — Redeemed CD Bank of Baroda New York — None — Buy BROKERAGE ACOOUNT #2 BofA Cash/Money Mkt accts — Interest Energy Transfer Partners LP — Int/Div Kinder Morgan Management LLC — Int/Div Magellan Midstream Partners LP — Int/Div Plams All Amer PIPL LP — Int/Div Wilham Partners LP — Int/Div — Sold Buckeye Partners LP — Int/Div Apple Inc — Int/Div Atlas Pipeline Partners LP — Int/Div — with me 44) Targus Resources Partners LP — Int/Div — Sold Capital Senior Living — None — Sold CD Discover Bank of Greenwood — Interest — Redeemed SPDR Blackstone/GSO Senor Loan ETF — Int/Div — Buy SPDR Regional Bunk ETF — Int/Div — Buy CD Bank of India New York — None — Buy BROKERAGE ACCOUNT #4 BofA Cash/Money Mkt accts — Interest Blackrock Global Alloc Fd — Int/Div FPA Crescent Fd — Int/Div — Sold (part) PIMCO Income Fd — Int/Div PIMCO All Asset Fd — Int/Div — Sold (part) Highland Global Allocation Fd — Int/Div Eaton Vance All Asset Strategy Fd — None — Buy Principal Diversified Real Asset Fd — None — Buy BROKERAGE ACCOUNT #5 BofA Cash/Money Mkt accts — Interest Blackrock Global Alloc Fd — Int/Div FPA Crescent Fd — Int/Div — Sold (part) PIMCO Income Fd — Int/Div PIMCO All Asset Fd — Int/Div — Sold (part) Highland Global Allocation Fd — Int/Div Eaton Vance All Asset Strategy Fd — None — Buy Principal Diversified Real Asset Fd — None — Buy IRA ACCOUNT #) FIA Card Services RASP acct — Interest Powershares ETF Trust — Int/Div IRA ACCOUNT #2 FIA Card Services RASP acct — Interest Western Asset Middle Mkt Inc Fd — Int/Div IRA ACCOUNT #3 FIA Card Services RASP acct — Interest Blackrock Global Allocation Fd — Int/Div FPA Crescent Fd — Int/Div — Sold (part) PIMCO Income Fd — Int/Div PIMCOAII Asset Fd — Int/Div — Sold (part) Highland Global Allocation Fd — Int/Div Eaton Vance All Asset Strategy Fd — None — Buy Principal Diversified Real Asset Fd — None — Buy BROKERAGE ACCT #6 BofA cash/money market accts — Interest University CA Rev 2015 — Interest — Redeemed California St Var Purp 2016 — Interest California St Dept Water 2017 — Interest CD Discover Bank of Greenwood — Interest — Redeemed CD Bank of Baroda New York — None — Buy General Parmer (passive), MSK Realty Co. (interest=approx. 174) Spouse's income — 2015 — Self-employed doctor Part VII. All of the listed investments except for Item No. 6 are held in the living trust my wife and | have established. (See also Part 1, Item No, 2). Part VII. Except as indicated, there were no gains realized on any of the sales or redemptions reported. To avoid confusion when comparing this finalreport to my 2014 wnnual report, 1 kept the account titles (c.g., Brokerage Acct #1, ete.) the same as i the annual report. This again meant skipping from Brokerage Acct #2 to Brokerage Acct #4, because no assets were held during the year in Brokerage Acct #3. Part VII, Item No. I. As | have previously reported, the building in which MS&K Realty held an ownership interest was sold in 2005; and a portion of the sales proceeds was held back as a preferred equity interest, and remained to be paid by the buyer and distributed to the MS&K Realty partners, My current best estimate of my share of the remaining future distributions is reported in Column C. Because my investment has not been entirely liquidated, 1 have continued to list my partnership position in Part | (see Item No. 1). Part VII, Item Nos, § and 9. These entries represent private commercial real estate investments. Part VIL, Item Nos. 11, 23, 35, 51, 60, 69, 72, 75, and 84. These entries represent cash accounts and money market funds that function essentially as bank accounts for particular brokerage accounts. They sometimes are referred to as “core” accounts. Consistent with my previous reports, | have not reported as separate transactions each deposit of interest or dividends into these “core” accounts, or each time proceeds from the sale or redemption of another investment was deposited into these “core” accounts, or each time funds were withdrawn from a “core” account to purchase another investment. Part. VII, Item Nos. 43 and 44. After Atlas Pipeline Partners LP was acquired by Targus Resources Partners LP, my mvestment in the former was exchanged on 03/03/15 for an investment in the latter. The sale of that investment on 05/05/15 is reflected in Column D. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10571. Public record. Not legal advice.