# Barry Ted Moskowitz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15705 ## Record - **Judge:** Barry Ted Moskowitz - **Year:** 2017 - **Report type:** Annual - **Pages:** 8 ## Text Cabrillo Credit Union (accounts) — Interest CA Teachers Retirement System — None Ford Common Stock — Int/Div Wells Fargo Bank — Interest Apple Common Stock — Int/Div San Diego County Credit Union (Trust A) — Interest A US. Bank (accounts) (Trust A) — Interest Wells Fargo Bank (accounts) (Trust A) — Interest Schwab brokerage money market (Trust A) cash reserves — Interest American Century CA (BCITX) Bond Fund (A) — Int/Div Vanguard CA Inter Term Bond Fund (VCADX) (A) — Int/Div Vanguard Inflation Bond Fund (VAIPX) (A) — Int/Div Shares MSCI EAFE ETF (EFA) (A) — Int/Div Select STR Financial ETF (XLF) (A) — Int/Div SPDR S&P Mid Cap 400 ETF (MDY) (A) — Int/Div SPDR S&P SOO ETF (SPY) (A) — Int/Div I Shares Core S&P small cap ETF (UR) (A) — Int/Div Schwab Bank account (B) — Interest Schwab Trust B brokerage money market RB — Int/Div American Century Inter (twitix) bond fund BB — Int/Div Doubleline EMRG MKTS (DLENX) bond fund (B) — Int/Div n — Distribution Ridgeworth (Virtus) SEIX INVT bond fund (STTBX)(B) — Int/Div Schwab CA Tax Free Bond Fund (SWCAX) (B) — Int/Div USAA Tax Exempt Inter bond fund (USATX) (B) — Int/Div Vanguard CA Inter Term bond fund (VCADX)(B) — Int/Div Parnassus Core EQTY stock fund (PRBLX) B — Distribution 28 — Int/Div Shares Select DIV. A ETF fund (DVY) (B) — Int/Div SPDR S&P DIV. ETF fund (SDY) (B) — Distribution 1 — Int/Div Vanguard REIT ETF fund (VNQ)(B) — Int/Div American Century High MUN bond fund (ABHYX) (B) — Int/Div Vanguard High Yield Corp. bond fund (VWEAX)(B) — Int/Div Family Trust (see explanation) Member of the Advisory Board, San Diego Chapter of the Federal Bar Association Power of Attormey for family member (managing assets and paymg bills) Trustee, Family Trust A Trustee, Family Trust B Gift — Hyatt Regency Kanapoli, Maui - March 2017 — Lodging waived at my im wedding: no ADA compliant room available. — $1,700.00 Liability — Barclay Card Visa — Revolving Credit Card Accounts (1) Liability — Cit Card — Revolving Credit Card Account (1) Spouse's income — 2017 — Califorma State Teachers Retirement System - Pension Spouse's income — 2007 — San Diego Unified School District Supplemental Retirement Annuity from Pacific Life Insurance Company V March, 2017 - Waiver of lodging cost at my [JN wedding because the Hyatt did not have the ADA compliant room | had reserved. The value was approximately $1,700,00 VIL In 2016, | became the successor trustee for one of my family members who is the lifetime beneficiary of the trusts. 1 also started acting as power of attorney for the same family member in 2016, Pursuant to the Instruction on page 9, the investment assets subject to the power of attorney were not reported. The assets in Trusts A and B arc denoted by (A) and (B) respectively. My I BI had a trust. My Jl is not the trustee or a trust beneficiary during the life of her [Jl] She is a beneficiary on death. My [IN BN died on 12/24/17. The trustee sold the trust assets in 2018 and distributed my [Jl] share to her in 2018. 1 made an inquiry to the Committee on Financial Disclosure as to whether | had to list the several individual assets of her [Jl trust. 1 was advised by Examiner [JENN BI on May 10, 2018 that | did not have to list the trust on my 2017 report, but if 1 wanted to, T could include this explanation. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15705. Public record. Not legal advice.