# George H. Wu

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4143

## Record

- **Judge:** George H. Wu
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 7

## Text

Bank of America accounts — Interest
Fidelity Rollover IRA: SDGAX — Int/Div
Fidelity Rollover IRA: FPURX — Int/Div
Allanzgi Focused Growth C1 C (PGWCX) — Int/Div
LosAngeles County 401K - Savings 2010 Target Date Fund — None
LosAngeles County 401K - Savings 2015 Target Date Fund — None
Los Angeles County 401K - Savings 2035 Target Date Fund — None
LosAngeles County 401K - Savings Non. U.S. Equity Fund — None
LosAngeles County 401K - Savings Small Cap Equity Fund — None
LosAngeles County 401K - Savings Large Cap Equity Fund (X) — None
LosAngeles County 401K - Savings Balanced Fund — None
LosAngeles County 401K - Savings Bond Fund — None
LosAngeles County 401K - Savings Stable Value Fund — None
Los Angeles County 457 Plan - Horizons Non-US. Equity Fund — None
L.A. County 457 Plan - Horizons Large Cap Equity Fund -see Pr. VIII — None
Los Angeles County 457 Plan - Honzons Balanced Fund — None
Los Angeles County 457 Plan - Horizons Bond Fund — None
Los Angeles County 457 Plan - Horizons Stable Income Fund — None
Citibank accounts — Interest
Personal and Real Property in Trust # — None
"nM.
Co-Trustee, XXXX Family Trust ("Trust # 1")
Agreement — 11103/1993 — CALPERS - California State Judge's Retirement System - Receipt since 2013 of retirement benefits from 13 years on the state court bench.
Liability — Provident Funding — Co-borrower for mortgage on real property in Trust #1
Income — 2018 — CALPERS - California State Judge's Retreiment System - retirement benefits — $102,800.00
As to the accounts delineated in Part VII, Nos, 5-18, they are all portions of two 401 (k)Horizon plans into which | enrolled while a state court judge. All of

them consist of investment accounts where a manager selects various mutual and other types of funds into which the collective monies of the account are placed

for a period of time, When an employee elects to direct a portion of his or her eamings into said account, he or she receives a number of "shares" equal to the

amount invested at the current price of the share. During any periods of time, the price of the shares may go up or down. When the employee exits the plan and/or

otherwise sells the shares, there is potentially “income” cognizable at that point. However, during the periods when the employee leaves the shares in the account,

there is no calculation of (or apparently any way to calculate) income to the employee in that situation as the employee is not informed of the transactions engaged

in by the account manager. | contacted the staff for the Committee on Financial disclosure in 2016, explained the above scenario, and was advised in the end to

leave the Part VII(B)(1) column blank and to put the word “none” in Part VIIBN2).

As to Trust # 1, there was no income received by said family trust in 2018,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4143. Public record. Not legal advice.