Peggy Kuo
2019
Ask Donna
Pull out the substance of this filing.
What was filed
25
investments
2
positions
4
gifts
2
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Federal Bar Council
- Estate #1
- New York Intellectual Property Law Association
- New York County Lawyers Association
- Connor Inn of Court
- World Without Genocide
- 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 — Dividend
Vanguard Extended Mkt Index Fund Admiral Shares — Dividend
Vanguard Total Bond Mkt Index Fund Admiral Shares — Dividend
Vanguard Total International Bond Mkt Index Fund Admiral Shares — Dividend
Vanguard Intermediate Term Investment Grade Fund Investor Shares — Dividend
Vanguard Total Int'l Stock Index Fund Admiral Shares — Dividend
Vanguard Total Stock Mkt Index Fund Admiral Shares — Dividend
Vanguard Federal Money Market Fund — Dividend
Dodge & Cox Stock — Dividend — Sold (part)
Dodge & Cox Stock — Buy (add'l)
Vanguard Total Bond Mkt Institutional — Dividend — Sold
Goldman Sachs Strategic Inc IS — Dividend — Sold
PNC MF Small Cap Core I — Dividend — Sold
Artisan Intl Institutional — Dividend — Sold (part)
Artisan Intl Institutional — Sold
Fidelity Contrafund K — Dividend — Sold (part)
Fidelity Contrafund K — Sold
Champlain MidCap Inst. — Dividend — Sold
Bank of America bank account — Interest
Illinois State Universities Retirement System - common trust fund — None
Estate #1 (TD Bank cash only) — None
Ciibank — None
Trustee, Federal Bar Council
Administrator, Estate #1
Gift — Federal Bar Council — Tickets to Law Day Dinner, Thanksgiving Luncheon, Summer Kick-Off; Inn 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 Lawyers Association — Tickets to annual gala and luncheon — $615.00
Gift — Connor Inn of Court — Tickets and transportation to annual dinner — $585.00
Agreement — 2015 — New York City Pension Plan - payments upon retirement, no control
Agreement — 2010 — New York Stock Exchange Pension Plan - payments upon retirement, no control
Reimbursement — World Without Genocide — May 18-19, 2019 — Minneapolis, MN — presentation — transportation, lodging
Spouse's income — 2019 — self-employed musician
Part VII, items 2 and 23 are common trust funds which do not disclose the underlying holdings or the income derived from them. The only information I 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, I have left columns B(1) and B(2) blank.
Part VII, item 24, there are no reportable assets in the estate for which I am the administrator.
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.