# Robert N. Kwan > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/2907 ## Record - **Judge:** Robert N. Kwan - **Year:** 2014 - **Report type:** Annual - **Pages:** 8 ## Text Wells Fargo Bank, checking account — Interest Wells Fargo Bank, savings account — Interest Chase Bank, checking account — Interest Chase Bank, savings account #1 — Interest Chase Bank, savings account #2 — Interest East West Bank, savings account — Interest East West Bank, checking account — Interest Northwestern Mutual Life Ins. Co., cash value policy — Int/Div Brokerage Account Mernll Lynch CMA money market fund — Int/Div IRAZI Voya (formerly "ING") International Value mutual fund — Int/Div Columba Sehgman Communcations and Information mutual fund — None Blackrock Health Sciences Opportunities mutual fund — None Blackrock Global Allocation mutual fund — Int/Div Blackrock Large Cap Value mutual fund — None Davis New York Venture mutual fund — Int/Div Nuveen Preferred Income Opportunities mutual fund — Int/Div Pimco Total Return mutual fund — Int/Div Merrill Lynch money market fund — Int/Div IRA #2 Calamos Growth mutual fund — None Hartford Capital Appreciation mutual fund — Int/Div Putnam International Equity mutual fund — None Hartford Capital Appreciation ] mutual fund — Int/Div Cohen & Steers Closed End mutual fund — Int/Div 403(b) retirement savings plan TIAA-CREF Growth & Income mutual fund — Int/Div TIAA-CREF Social Choice mutual fund — Int/Div TIAA-CREF International Equity mutual fund — Int/Div TIAA-CREF Large Cap Value mutual fund — Int/Div TIAA-CREF Mid-Cap Value mutual fund — Int TIAA-CREF S&P S00 Index mutual fund — Int/Div TIAA-CREF Small Cap Value mutual fund — Int/Div Life Investors Insurance Co. Deferred Fixed Annumity acct, — Interest Em Retirement System 403(b) annuity plan — Interest Member, Board of Directors, James T. King Bankruptcy American Inn of Court (formerly Southern California Bankruptcy American Inn of Court) Member, Board of Drectors, Judge Robert M, Takasugi Pro Bono Bar Review Program Reimbursement — State Bar of California, Taxation Section — 11/7/14-1 1/8/14 — San Diego, CA — CLE — Lodgmg, meals, seminar fees Reimbursement — American Bankruptcy Institute — 125/114-1260 1 4 — La Quinta, CA — CLE — Lodging, meals, seminar fees This amends the origmally filed report for 2014 to address an inquiry regarding the name of the mutual fund listed in Part VII, line 18, which incorrectly stated the name of the fund as "Nuveen Multistrategy mutual fund" on the original 2014 report instead of “Nuveen Preferred Income Opportunities mutual fund” not listed on the original 2014 report, but on the 2013 report. | reviewed my account statements and found that the correct name is "Nuveen Preferred Income Opportunities Fund,” which was correctly stated on the 2013 report, but not on the original 2014 report. This amended report corrects the name of the asset. There was no change regarding this asset in 2014. There is no need to further amend the report because there were no reportable transactions for this asset in 2014. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2907. Public record. Not legal advice.