Robert G. Klausner

2005

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What was filed

  • 60

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Note 1 in Part VII
  • Note 1 in Part VIII
  • Note 1 in Part A011
  • Note 1 in Part via
  • Note 1 in Part Via
  • Note 1 in Part Vio
  • Note 2 in Part VII
  • Note 2 in Part VIII
  • Note 1 in Part vi
  • Lhe FT on © oi 1% rN
  • JR ge 0 ¥ Pox = Toy Co
  • "Ty [===] fit 2] 3 co]
  • State of California - Judges' Retirement

As filed

Accesspoint Co. CommonStock — None — Sell

American Express Co. — Int/Div — Distribution — Note 1 in Part VII

American Mutual Fund of American Fund — Int/Div

American High-Income Muni Bond Fund — Int/Div

AT&T Common Stock — Int/Div — Sell

Bank of America Account — Interest

Bank of America Common Stock — Int/Div

BellSouth Corporation — Int/Div — Distribution — Note 1 in Part VII

Bond Fund of America — Int/Div

BL PLC Spons ADR — Int/Div — Distribution — Note 1 in Part VIII

Caterpilar Inc. Common Stock — Int/Div — Sell

Charles Schwab Account — Int/Div

Chevron Texaco Corp. — Int/Div — Distribution — Note 1 in Part VII

Eagle Wireless Common Stock — None

Edison Intemational Common Stock — Int/Div

Europathic Growth Fund — Int/Div

Exxon Common Stock — Int/Div — Distnbution — Note 1 in Part VII

Fed. Courts and Records Credit Union Account — Interest

First Clearing Corp. Acct. Now: WACHOVIA Securities — Interest

Goodyear Common Stock — Int/Div — Sell

Growth Fund of America Fund — Int/Div

Jackson National Life Ins. — Interest

Lucent Common Stock — None

Mesa Royality Tust UBI — None — Distribution — Note 1 in Part A011

Microsoft Common Stock — Int/Div

Newmont Mining Corp. — Int/Div — Distribution — Note 1 in Part via

Nuveen Calif. Select Quality Muni. Fund Inc. — Int/Div — Distribution — Note 1 in Part VIII

PG&E Common Stock — Int/Div

Questar Corp. — Int/Div — Distnbution — Note 1 in Part Via

SBC Common Stock (merged w/ATT on 11/18/05 — Int/Div — Distnbution — Note 1 in Part VII

Scudder Cal. Tax Free Bond — Int/Div

Sempra Energy — Int/Div — Distribution — Note 1 in Part Vio

Small Cap World Fund — Int/Div

Valero Energy Corp. — Int/Div — Distribution — Note 1 in Part Via

Vodafone Group Common Stock — Int/Div — Distribution — Note 1 in Part VIII

TRUST ‘A’ — Int/Div

American Express Co, — Distribution — Note 1 in Part VIII

AT&T Corp. — Sell — Note 2 in Part VII

Bank Deposit Program

Bank of America

BellSouth Corp. — Distribution — Note 1 in Part VIII

BP PLC Spons ADR — Distribution — Note 1 in Part VIII

Chevron Texaco Corp. — Distribution — Note 1 in Part VIII

Delphi Corp. — Sell — Note 2 in Part VIII

Edison International — Sell — Note 2 in Part VIII

Exxon Mobile Corp. — Distribution — Note 1 in Part VIII

General Motors Corp. — Sell — Note 2 in Part VIII

JP Morgan Chase & Co — Sell — Note 2 in Part VIII

Lehman Brothers Holdings, Inc — Sell — Note 2 in Part VIII

Mesa Royality Trust UBI — Distribution — Note 1 in Part vi

Newmount Mining Corp. — Distribution — Note 1 in Part VII

Nuveen Calif. Select Quality Mun Fund Inc. — Distribution — Note 1 in Part VII

Questar Corp. — Distribution — Note 1 in Part VIII

Raytheon Company — Sell — Note 2 in Part VIII

Raytheon Company — Distribution — Note 1 in Part VII

Scudder California Tax Free Fund Class A — Sell — Note 2 in Part VII

Sempra Energy — Distribution — Note 1 in Part VIII

Unocal Corp. — Sell — Note 2 in Part VIII

Valero Energy Corp — Distribution — Note 1 in Part VII

Vodafone — Distribution

2, Lhe FT on © oi 1% rN

3., JR ge 0 ¥ Pox = Toy Co

4., "Ty [===] fit 2] 3 co]

Agreement — 2002 — California Judges' Retirement

Income — 2005 — State of California - Judges' Retirement — $105,813.00

NOTE 1 - This stock was distributed from TRUST "A" to my individual account.

NOTE 2 - This stock was sold by The TRUST for administrative costs and taxes. Ido not know exact dates of transactions, so value is estimated

as of June, 2005.

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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Robert G. Klausner | Frix