# Andrew Jay Kleinfeld

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29592

## Record

- **Judge:** Andrew Jay Kleinfeld
- **Year:** 2019
- **Pages:** 8

## Text

Morgan Stanley - Money Mkt Account — Dividend
Radio Shack Common Stock (Y)
DWS CROCI International Fund — Dividend
Keogh Plan -Administered by ABA Stable Asset Return Fund — Int./Div. — Sold
Keogh Plan - Administered by ABA Moderate Risk Fund — Int./Div. — Sold
Black Rock Total Return Fund — Dividend
IRA Rollover Plan w/Vanguard Tot Intl Stock Ix Admiral — Int./Div.
IRA Rollover Plan w/Vanguard Total Stock Mkt Idx Admiral — Int./Div.
403(b) Plan w/Vanguard Total Int'l Stock Ix Inv — Int./Div.
403(b) Plan w/Vanguard Total Stock Mkt Idx Inv A — Int./Div.
Centurylink Common Stock — Dividend — Sold
Am Elect Power Common Stock — Dividend
Northrop Grumman, Common Stock — Dividend
Denali State Bank Accounts — Interest
MetLife Policyholder Trust (MetLife Stock) — Dividend
Northern Income Equity Fund, NOIEX (Trust #1) — Dividend — Sold
TIAA-CREF Retirement Annuity TIAA Traditional — Int./Div.
TIAA-CREF Retirement Annuity Cref Stock R2 — Int./Div.
Northern Money Mrt Account (Trust #1) — Interest
Transamerica Whole Life Policy — Interest
Transamerica Whole Life Policy — Interest
Wells-Evergreen Money Market — Interest
American Funds Euro Growth Fnd, AEPFX — Dividend
First Eagle Sagen Fds, SGIIX — Dividend
Growth Fnd America, GFFFX — Dividend
Legg Mason Fds Clearbridge Aggressive Growth Fd, SAGYX — Dividend
Loomis Sayles lnvt Fds Bond Fd, LBSRX — Dividend
PIMCO FDS Pac Invt Mgmt Ser Total Return Fd Instl Cl, PTTRX — Dividend
Davis NY Venture Fd Inc Cl Y, DNVYX — Dividend
Vanguard Index Tr Mid Cap Index Fd Admiral Sh, VIMAX — Dividend — Buy (add'l)
MFO Vanguard Fixed Inc Secs, VIPSX (Trust #1) — Dividend
MFC Ishares Tr MSCI Emerg Mks, EEM (Trust #1) — Dividend
MFB N Funds Stk Index Fd, NOSIX (Trust #1) — Dividend — Sold (part)
Frontier Communications Common Stock (Y)
Huntington Ingalls Industries Stock — Dividend
MCF Ishares S-T Corp bd ETF, IGSB (Trust #1) — Dividend
MCF Shares TR MSCI EAFE ETF, EFA (Trust #1) — Dividend
MCF Flexshr TR Morningstr Gbl Upstm Nat Res lndx Fd, GUNR (Trust #I) — Dividend
MFB Northern FDS Global Real Estate Index Fd, NGREX (Trust #1) — Dividend — Sold (part)
MFB Northern Mid Cap Index Fd, NOMIX (Trust #1) — Dividend — Sold (part)
MFB Northern Fds Small Cap Index Fd, NSIDX (Trust #1) — Dividend — Sold (part)
MFC Flexshr Tr IBOX 3yr Target Duration Tips Index Fd, TDTT (Trust #1) — Dividend
MCF Flexshr Tr Stoxx GLB Broad Infrastructure Index FD, NFRA — Dividend
Brighthouse Financial, Inc. — Dividend — Sold
Vanguard REIT Index FD, VGSLX — Dividend — Buy
Vanguard Developed Mkts Index FD VTMGX — Dividend — Buy
Vanguard Energing Mkt Stock Index FD VEMAX — Dividend — Buy
Vanguard Total Stk Mkt Index Fd VTSAX — Dividend — Buy
Vanguard cash account — Interest — Open
Co-Trustee, Trust #1
Agreement — 2019 — ABA Members Retirement Program, no control - The agreement ended 6/2/19 when the person reporting rolled over the funds to an IRA at Wells Fargo Bank.
Income — 2019 — State of Alaska, Permanent Fund Dividend — $1,606.00
Income — 2019 — Metropolitan Life Insurance Co (lifetime annuity) — $21,936.00
Income — 2019 — Prudential Life Insurance Co (lifetime annuity) — $20,652.00
Spouse's income — 2019 — State of Alaska, Permanent Fund Dividend
Spouse's income — 2019 — State of Alaska, Retirement
Various stocks (including, but not limited to, Centurylink, American Electric, and Northrup Grumman, accrue additional shares through dividend reinvestment
programs.
Judge Kleinfeld (Person Reporting) is a Co-Trustee of a trust (Trust #1). Northern Trust Bank of Florida is the other Co-Trustee. Judge Kleinfeld receives income
and has the power to invade principal subject to a standard. The trust was established pursuant to Judge Kleinfeld's parents' estate plan, with his children as the
beneficiaries. The descriptions of the assets controlled by the trust are listed in Part VII of the disclosure report, and are followed by a (Trust# 1) designation.
Various descriptions of assets, under Part VII, have been edited for typos and minor corrections, so they won't perfectly match up with the 2018 Financial
Disclosure Report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29592. Public record. Not legal advice.
