Peggy Kuo
2016
Ask Donna
Pull out the substance of this filing.
What was filed
23
investments
3
positions
3
gifts
2
agreements
0
debts
1
reimbursements
0
income
3
spouse income
Named parties
- Federal Bar Council Inn of Court
- Federal Bar Council
- Estate #1
- Mercedes Benz
- New York County Lawyers Association
- American Friends of the Alexander von Humboldt Foundation
- self-employed musician
- music royalties
- Fodera instruments - endorsement fee
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 — Sold (part)
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 — Sold (part)
Vanguard Total Stock Mkt Index Fund Admiral Shares — Sold (part)
Vanguard Federal Money Market Fund — Dividend — Open
Dodge & Cox Stock — Int./Div. — Sold (part)
Vanguard Total Bond Mkt Institutional — Int./Div.
Goldman Sachs Strategic Inc IS — Int./Div.
DFA US Small Cap Value — Int./Div.
Artisan Intl Institutional — Int./Div.
Fidelity Contrafund K — Int./Div. — Sold (part)
Fidelity Low Priced Stock K — Int./Div.
Bank of America bank account — Interest
Illinois State Universities Retirement System common trust fund — None
Estate #1 (TD Bank cash only) — None — Open
Estate #1 (TD Bank cash only) — Distributed (part)
President, Federal Bar Council Inn of Court
Trustee, Federal Bar Council
Administrator, Estate #1
Gift — Federal Bar Council — Tickets to Annual Law Day Dinner, Thanksgiving Luncheon and Summer Kick-Off — $1,050.00
Gift — Mercedes Benz — Ticket to Asian American Legal Defense and Education Fund dinner — $1,000.00
Gift — New York County Lawyers Association — Ticket to annual gala — $425.00
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 — American Friends of the Alexander von Humboldt Foundation — October 21-22, 2016 — Washington, D.C. — Federal Chancellor Fellowship Alumni meeting — Lodging for 2 nights and meals
Spouse's income — 2016 — self-employed musician
Spouse's income — 2016 — music royalties
Spouse's income — 2016 — Fodera instruments - endorsement fee
Part VII, items 2 and 21 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.
In Part VII, line 7, "Vanguard Total International Bond Mkt Index Fund Admiral Shares" does not indicate an opening date because I have held this since before
2016. It was erroneoulsy listed in my 2015 Financial Disclosure in Part VII, line 47 as "Vanguard Total Bond Mkt Index Fund Admiral Shares".
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.