Ask Donna

Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 1

    positions

  • 3

    gifts

  • 2

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Federal Bar Council Inn of Court
  • Federal Bar Council
  • New York County Lawyers Associaton
  • Mercedes Benz
  • Alexander von Humboldt Foundation
  • self-employed musician
  • music royalties

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 — Int/Div — Sold (part)

Vanguard Extended Mkt Index Fund Admiral Shares — Int/Div

Vanguard Total Bond Mkt Index Fund Admiral Shares — Int/Div

Vanguard Total International Bond Mkt Index Fund Admiral Shares — Int/Div

Vanguard Intermediate Term Investment Grade Fund Investor Shares — Int/Div

Vanguard Total Int'l Stock Index Fund Admiral Shares — Int/Div

Vanguard Total Stock Mkt Index Fund Admiral Shares — Int/Div — Sold (part)

Vanguard Total Stock Mkt Index Fund Admiral Shares — Sold (part)

Vanguard Federal Money Market Fund — Int/Div — Open

Dodge & Cox Stock — Int/Div — Sold (part)

Vanguard Total Bond Mkt Institutional — Int./y

Goldman Sachs Strategic Inc IS — Ine

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

Ninois State Universities Retirement System common trust fund — None

Estate #1 (TD Bank cash only) — None — Open

Estate #1 (TD Bank cash only) — Sold (part)

President, Federal Bar Council Inn of Court

Gift — Federal Bar Council — Tickets to Annual Law Day Dinner, Thanksgiving Luncheon and Summer Kick-Off — $1050.00

Gift — New York County Lawyers Associaton — Ticket to annual gala — $425.00

Gift — Mercedes Benz — Ticket to Asian American Legal Defense and Education Fund dinner — $1,000.00

Agreement — 2015 — New York City Pension Plan - payments upon retirement, no control

Agreement — 200 — New York Stock Exchange Pension Plan - payments upon retirement, no control

Reimbursement — Alexander von Humboldt Foundation — Tk pyr — Fellowship Alumni meeting

Spouse's income — 2016 — self-employed musician

Spouse's income — 2016 — music royalties

Part VIL, items 2 and 21 are common trust funds which do not disclose the underlying holdings or the mcome derived from them. The only information | 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, | 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 | have held this since before

2016. It was erroncoulsy 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Peggy Kuo | Frix