Peggy Kuo
2018Annual
Ask Donna
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.