# Theodore David Chuang

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12732

## Record

- **Judge:** Theodore David Chuang
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 9

## Text

Rental Property. Brookline, MA — Rent
Citibank Cash Accounts — Interest
Emigrant Direct Cash Account — Interest
Fidelity Dividend Growth Fund — Int/Div
Lord Abbett Affiliated A Fund — Int/Div
Brokerage Account #1 (H)
Drevfus International Stock Index Fund — Int/Div
Dreyfus Mid Cap Index Fund — Int/Div
Janus Global Research Fund — Int/Div
Janus Growth & Income Fund — Int/Div
Loomis Sayles Bond Fund — Int/Div
Oakmark Fund — Int/Div
Schwab S&P 500 Fund — Int/Div
Schwab Small Cap Index Fund — Int/Div
Brokerage Account #2 (H)
Schwab 1000 Fund — Int/Div
Schwab Core Equity Fund — Int/Div
Brokerage Account #3 (H)
Cisco Systems stock — Int/Div
Invesco Diversified Dividend A — Int/Div
Microsoft Corporation stock — Int/Div
Power Shares QQQ TR — Int/Div
401k) 21(H)
Artisan Mid Cap Fund — Sold
GRT Value Fund — Sold
Hancock Horizon Diversified International Fund — Sold
Ivy Small Cap Fund — Sold
MFS International New Discovery Fund — Sold
MFS Value Fund — Int/Div — Sold
Touchstone Sands Capital Select Growth Fund — Sold
IRA #1 (H)
Junus Growth & Income Fund — Int/Div
Oakmark Fund — Int/Div
Schwab 1000 Fund — Int/Div
IRA £2 (H)
Charles Schwab Bank Cash Account (Y)
Columbia Energy & Natural Resources Fund — None
Oakmark Fund — Int/Div
Schwab 1000 Fund — Int/Div
Schwab Small Cap Index Fund — Int/Div
IRA #3 (H)
Fidelity Freedom 2030 — Int/Div
Fidelity Cash Reserves — Int/Div
IRAZ4(H)
Fidelity Freedom 2030 — Int/Div
Fidelity Freedom 2035 — Int/Div
Vanguard Life Strategy Growth Fund — Int/Div
Utah Educational Savings Plan Age Based Aggressive Global — Int/Div
Maryland College Investment Plan Portfolio 2024 — None
Northwestern Mutual Whole Life Insurance Policy — Int/Div
US. Govt. Secunities Series EE Bonds — None
401k) #1 (H)
John Hancock Thru 2035 Active Strategy — None
Liability — CitiMortgage — Mortgage on rental property, Brookline, MA
Spouse's income — 2015 — National Immigration Forum - salary
In Part VIL 401(k)#1 (lines 23-30) was closed and all assets were rolled over into the Thrift Savings Plan.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12732. Public record. Not legal advice.
