# Andrew Jay Kleinfeld

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19588

## Record

- **Judge:** Andrew Jay Kleinfeld
- **Year:** 2018
- **Pages:** 8

## Text

Morgan Stanley - Money Mkt Account — Int/Div
Radio Shack Common Stock — Int/Div
DWS CROCI International Fund - A (Was Deutsche) — Int/Div — Sold (part)
Keogh Plan - Administered by ABA Stable Asset Return Fund — Int/Div
Keogh Plan - Administered by ABA Balanced Fund — Int/Div — Closed
Keogh Plan - Administered by ABA Moderate Risk Fund — Int/Div — Open
Black Rock Total Return Fund — Int/Div
IRA Rollover Plan w/ Vanguard Tot Intl Stock Ix Admiral — Int/Div
IRA Rollover Plan w /Vanguard Total Stock Mkt Idx Adm — Int/Div
403(b) Plan w (Vanguard Total Int'l Stock Ix Inv — Int/Div
403(b) Plan w /Vanguard Total Stock Mkt 1dx Inv — Int/Div
Centurylink Common Stock — Int/Div
Am Elect Power Common Stock — Int/Div
Northrop Grumman, Common Stock — Int/Div
Denali State Bank Accounts — Interest
MetLife Policyholder Trust (MetLife Stock) — Int/Div
Northern Income Equity Fund, NOIEX (Trust #1) — Int/Div — Sold (part)
TIAA-CREF Retirement Annuity TIAA Traditional — Int/Div
TIAA-CREF Retirement Annuity Cref Sock R2 — Int/Div
Northern Money Mrt Account (Trust #1) — Interest
Transamerica Whole Life Policy — Interest
Transamerica Whole Life Policy — Interest
Wells-Evergreen Money Market — Interest
Fidelity Investments Deferred Comp Fid Balanced K — Interest — Distributed
American Funds Euro Growth Fnd, AEPFX — Int/Div
First Eagle Sogen Fds, SGX — Int/Div
Growth Fnd America. GrrrX — Int/Div
Legg Mason Pus Equity Tr, SAGYX — Int/Div
Loomis Sayles Invi Fds Bond Fd, LBSRX — Int/Div
PIMCO FDS Pac Invt Mgm: Ser Total Return Fd Inst CL, PTTRX — Int/Div
Davis NY Venture Fd Inc Cl Y. DNVYX — Int/Div
Vanguard index tr mid cap index fd admiral sh. VIMAX — Int/Div
MFO Vanguard Fixed Inc Secs, VIPSX (Trust #1) — Int/Div
MFC Ishares Tr MSCI Emerg Mks, EEM (Trust #1) — Int/Div
Mrs N Funds Stk Index Fd, NOSIX (Trust #1) — Int/Div — Sold (part)
Frontier Communications Common Stock — Int/Div
Huntington Ingalls Industries Stock — Int/Div
MCF Ishares S-TCorp bd etk, IGSB (was CSI (Trust 1) — Int/Div
MCF Shares TR MSCI EAFE ETF, EFA (Trust #1) — Int/Div
MCF Flexshr TR Morningstr Gbl Upstm Nat Res Indx Fd. GUNR (Trust #1) — Int/Div
Mrs Northern FDS Global Real Estate Index Fd, NGREX (Trust #1) — Int/Div
Mrs Northen Mid Cap Index Fd, NOMIX (Trust #1) — Int/Div — Sold (part)
MFB Northem Fds Small Cap Index Fd, NSIDX (Trust #1) — Int/Div — Sold (part)
MFC Flexshr Tr IBOX 3yr Target Duration Tips Index Fd, TDTT (Trust #1) — Int/Div
MCF Flexshr Tr Stoxx GLB Broad Infrastructure Index FD. NFRA — Int/Div
Brighthouse Financial, Inc — Int/Div
Co-Trustee, Trust: #1
Gift — 3. — EE IES IIL — - a is
Agreement — 2018 — ABA Members Retirement Program, no control thi se EL UR he eT = AEE
Income — 2018 — Metropolitan Life Insurance Co. (lifetime annuity) — $21,936.00
Income — 2018 — Prudential Life Insurance Co. (lifetime annuity) — $20.652.00
Spouse's income — 2018 — State of Alaska - Retirement
Various stocks (including, but not limited to, Centurylink, American Electric, and Northrup Grumman, accrue additional shares through dividend reinvestment

programs.

Judge Kleinfeld (Person Reporting) is a Co-Trustee of a trust (Trust #1). Northern Trust Bank of Florida is the other Co-Trustee. Judge Kleinfeld receives income

and has the power 10 invade principal subject to a standard. The trust was established pursuant to Judge Kleinfeld's parents’ estate plan, with his children as the

beneficiaries. The descriptions of the assets controlled by the trust are listed in Part VII of the disclosure report, and are followed by a (Trust #1) designation,

Part VII, line 25, American Funds Euro Growth Fnd AEPFX was incorrectly idetiufied as AEGFX on the 2017 FDR.

Part VII, Line 38, Name change: MCF Ishares S-T Corp bd etk (IGSB) was called MCF Shares Tr Barclays Fd (CSJ) on the 2017 FDR

Part VII line 46, Brighthouse Financial Inc. was a spinoff from Met Life (Line 15) in 2017, but that was unknown at the time the 2017 FDR was prepared. The

value of six shares is $250.

Your programmers need to increase the size of the fonts as the report is difficult to read on normal size monitors.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19588. Public record. Not legal advice.
