# Stewart D. Aaron

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33065

## Record

- **Judge:** Stewart D. Aaron
- **Year:** 2020
- **Pages:** 9

## Text

Individual Assets (H)
City National Bank (cash) — Interest
Ally Online Savings Ally Bank (cash) — Interest
American Express Bank (cash) — Interest
Purepoint Financial (cash) — Interest
Synchrony Bank (cash) — Interest
TD Bank (cash) — Interest
Lincoln Life Assurance Co. of Boston Fixed Annuity — None
New York Life Insurance Co. Whole Life Account #1 (X) — None
New York Life Insurance Co. Whole Life Account #2 (X) — None
Account #1 (H)
Charles Schwab Bank Sweep (cash) — Interest
First Trust North American Energ ETF (EMLP) — Dividend — Buy
iShares Core MISC EAFE ETF (IEFA) — Dividend — Buy
iShares Trust iShares Edge MSCI Min Vol USA ETF (USMV) — Dividend
Vanguard Small Cap Value ETF (VBR) — Dividend — Buy
Vanguard FTSE Emerging Mark ETF IV (VWO) — Dividend — Buy
Vanguard FTSE Emerging Mark ETF IV (VWO) — Buy (add'l)
Vanguard Total Stock Market ETF (VTI) — Dividend
Cohen & Steers Preferred & Income (CPXIX) — Dividend
DoubleLine Total Return Bond (DBLTX) — Dividend
Metropolitan West Total Return Bond (MWTIX) — Dividend
Vanguard Interm-Term Bond Index (VBILX) — Dividend
Vanguard Short Term Bond (VBIRX) — Dividend — Sold (part)
American Funds Europacific Growth F2 (AEPFX) — None — Sold
Eagle MLP Strategy Fd I (EGLIX) — Dividend — Sold
Fidelity ADV Real Estate Income FD CL I (FRIRX) — Dividend
Lazard Emrg Mkts Eqty (LZEMX) — None — Sold
Lazard Intl Eqty (LZIEX) — None — Sold
MFS International New Discovery I (MWNIX) — None — Sold
Polen Growth Institution (POLIX) — Dividend — Buy
Account #2 (H)
Schwab Government Money Fund (SWGXX) (cash) — Interest
Schwab Value Advantage (SWVXX) — Dividend
US Treasury NT (2 year) (9128284J6) — Interest — Redeemed
US Treasury NT (5 year) (9128284L1) — Interest
Cohen & Steers Preferred & Income (CPXIX) — Dividend — Buy
Account #3 (H)
iShares Trust iShares Edge MSCI Min Vol USA ETF (USMV) — Dividend
Vanguard Total Stock Market ETF (VTI) — Dividend
Account #4 (H)
Vanguard Interm-Term Tx-Ex Adm (VWIUX) — Dividend — Sold
iShares Trust iShares Edge MSCI Min Vol USA ETF (USMV) — Dividend — Sold
Schwab US Trsy Money Inv (SNSXX) — Dividend — Buy
Account #5 (H)
Wilmington Govt MMkt (cash) (X) — Interest
Wells Fargo Bank (cash) — Interest — Redeemed
Account #6 (H)
New York's 529 College Savings Program (cash) — Interest
Account #7 (H)
New York's 529 College Savings Program (cash) — Interest
Account #8 (H)
Optum Bank HSA (cash) (X) — None — Closed
Vanguard Wellington Fund Investor Shares (VWELX) — Dividend — Sold
Account #9 (H)
Fidelity Asset Manager 50% (FASMX) — Dividend — Buy
New York County Lawyers Association, Director
Agreement — 2017 — Payments under Articles of Partnership of Arnold & Porter Kaye Scholer LLP for a five-year term starting in 2019
Income — 2020 — Arnold & Porter Kaye Scholer LLP (nonemployee compensation agreement) — $168,723.00
Spouse's income — 2020 — Self-Employed (artist)
Parenthetical numbers in Part VII are CUSIP numbers.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33065. Public record. Not legal advice.