Robert B. Kugler
2009
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What was filed
36
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Wachovia Bank — Interest
American Express Co. — Int/Div — Sold
Ford — Int/Div — Soild
Exxon — Int/Div — Sold
Visteon — Int/Div — Sold
Pepco Holdings — Int/Div — Sold
Ameripnse Financial — Int/Div — Sold
Trust {Income Beneficiary) — Int/Div
Partnership, Coins — None
AIG Sun America — Interest
Trust (Trustee)
Royal Dutch Shell — Int/Div
Vanguard ‘Bond Fund — Int/Div
Vanguard NJ Tax Exempt — Int/Div
Vanguard Health Care Fund — Int/Div
Vanguard 500 Index Fund — Int/Div
Wachovia Bank — Interest
One Centennial Square — Int/Div
Schwab IRA — Int/Div
Amerncan Century Growth Fund
Blackrock Equity Div
Davis NY Venture Fund
Thomburg Value Fund
Wells Fargo Advantage Fund
First American Small Cap Select
Northem Small Cap Value
Artio Int'l Equity Fund
Harbor Intemational Fund
Manning & Napier World Opportunity
SSGA International Stock
Federated Total Return Bond
Loomis Sayles Bond Fund
Metropolitan West Total Return
Pimpco Total Retum Fund
Transamerica Equity Fund
Schwab Cash Fund
As to Part Vi, paragraph 13, the partnership is with a;
and is invested in gold coins.
As to Part Vil, paragraph 17. with another individual | purchased unimproved real estate in Collier County, FL, in June. The purchase price was $255,000.
As to Part V1], paragraph 12, | aman income beneficiary of a Trust and have a contingent interest in the corpus but have no power to direct, buy or sell or
otherwise dispose of any assets. The Trust as of 12/31/09, invested in the following funds and securities: American Century Equity Income Fund, Harbor Capital
Appreciation Fund, ING Real Estate Fund. Russell 2000 Index Fund, Munder Mid Cap Growth Fund, Pimco Commodity Real Return Strategy Fund, Touchstone
Mid Cap Fund, Delaware Pooled Trust - International Equity Portfolio, Harbor Intemational Fund, Lazard Emerging Markets Portfolio, Morgan Stanley
Institutional Fund - Intemational Real Estate, Exxon Mobil Corp., BP PLC Sponsored ADR, General Electric Co., DuPont, Verizon Communications, Public
Service Enterprise Group, Fidelity Advisor Emerging Markets Fund, Pimco Total Return Fund, Evergreen International Bond Fund, Vanguard Intermediate Term
Tax Exempt Fund.
As to Part VII, paragraph 16, 1 hold these invesunents only as Trustee U/W. I do not have any income interest in any holding and have a contingent beneficial
interest in the corpus. [ have the authority to buy, sell, or otherwise dispose of the assets of the Trust.
As to Part VII, paragraph 27, the Schwab IRA investments are new this year and substitute for last year's investments which were outlined in a letter dated August
6, 2009, supplementing the 2008 financial disclosure.
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.