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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.

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Peggy Kuo | Frix