Robert N. Kwan
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
36
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Southem California Bankruptcy American Inn of Court
- Los Angeles County Bar Association, Commercial Law and Bankruptcy Section
- Cahforni Bankruptcy Forum
As filed
Wells Fargo Bank, checking account — Interest
Wells Fargo Bank, savings 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
East West Bank, checking account — Interest
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 Sehgman Communcations 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
IE s Retirement System 403(b) annuity plan — Interest
Co-President, 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 — SATN13-5/1913 — San Diego, CA — CLE — Lodgmg, meals, seminar tees
Part VII, item no. 2: A Wells Fargo savings account was added. The account was in existence before my appointment m 2007, but madvertently omitted because
it was linked to my checking account there and had relatively small amounts (i.e, less than $1000 before 2011). 1 will amend the reports for 2007 through 2012 to
add this account
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.