# Robert B. Kugler > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/1526 ## Record - **Judge:** Robert B. Kugler - **Year:** 2009 - **Pages:** 8 ## Text 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/1526. Public record. Not legal advice.