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Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 1

    positions

  • 4

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Bar Council
  • Comnor Inn of Court
  • New York Intellectual Property Law Association
  • New York County Lawvers Association
  • self-employed musician

As filed

Justice Federal Credit Union - bank account — Interest

New York City Deferred Compensation Plan « common trust fund — None

TD Bank — Interest

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Extended Mkt Index Fund Admiral Shares — Int/Div

Vanguard Total Bond Mkt Index Fund Admiral Shares — Int/Div

Vanguard Total International Bond Mks Index Fund Admiral Shares — Int/Div

Vanguard Intermediate Term Investment Grade Fund Investor Shares — Int/Div

Vanguard Total Int'l Stock Index Fund Admiral Shares — Int/Div

Vanguard Total Stock Mkt Index Fund Admiral Shares — Int/Div

Vanguard Federal Money Market Fund — Int/Div — Sold (part)

Dodge & Cox Stock — Int/Div — Sold (part)

Vanguard Total Bond Mkt Institutional — Int/Div

Goldman Sachs Strategic Inc IS — Int/Div

PNC MF Small Cap Core — Int/Div

Artisan Intl Institutional — Int/Div — Sold (part)

Fidelity Contrafund K — Int/Div — Sold (part)

Champlain MidCap Inst — Int/Div

Bank of America bank account — Interest

Minois State Universities Retirement System « common trust fund — None

Estate #1 (TD Bank cash only) — None

Trustee, Federal Bar Council

Gift — Comnor Inn of Court — lickets and transportation to annual dinner — $585.00

Gift — Federal Bar Council — Tickets to Law Day Dinner, Thanksgiving Luncheon, Summer Kick-Off. Tnn of Court dues — $1,250.00

Gift — New York Intellectual Property Law Association — Tickets and transportation to annual dinner — $501.00

Gift — New York County Lawvers Association — Tickets to annual gala and luncheon — $615.00

Agreement — 2015 — New York City Pension Plan - payments upon retirement, no control

Agreement — 200 — New York Stock Exchange Pension Plan - payments upon retirement, no control

Spouse's income — 2018 — self-employed musician

Part VIL, items 2 and 20 are common trust funds which do not disclose the underlying holdings or the mcome derived from them. The only information | have

shows the values of the account on a quarterly or annual basis, which may include reinvested dividends and interest, along with market fluctuations in the value of

the assets. Accordingly, | have left columns B( 1) and B(2) blank.

Part VII, item 21, there ure no reportable assets in the estate for which 1 am the administrator.

Part 111, B, Spouse's Nou-Investment Income: | have omitted music royalties and the endorsement fee (previously listed as items 2 and 3) because they are

subsumed in my spouse's work and income as a self-employed musician

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.

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