Peggy Kuo
2020
Ask Donna
Pull out the substance of this filing.
What was filed
16
investments
2
positions
2
gifts
2
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Federal Bar Council
- Estate #1
- New York Lawyers for the Public Interest
- Connor Inn of Court
- self-employed musician
As filed
Bank of America bank account — Interest
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)
Illinois State Universities Retirement System - common trust fund — None
Estate #1 (TD Bank cash only) — None
Ciibank — Interest
Trustee, Federal Bar Council
Administrator, Estate #1
Gift — New York Lawyers for the Public Interest — Awards Luncheon ticket — $1,000.00
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
Spouse's income — 2020 — self-employed musician
Part VII, items 2 and 14 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 15, 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.