# Theodore David Chuang

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4392

## Record

- **Judge:** Theodore David Chuang
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 9

## Text

Rental Property. Brookline, MA — Rent
Citibank Cash Accounts — Interest
Emigrant Direct Cash Account — Interest
Fidelity Dividend Growth Fund — Int/Div
Lord Abbett Affiliated A Fund — Int/Div
Brokerage Account #1 (H)
Drevfus International Stock Index Fund — Int/Div
Dreyfus Mid Cap Index Fund — Int/Div
Janus Global Research Fund — Int/Div
Janus Growth & Income Fund — Int/Div
Loomis Sayles Bond Fund — Int/Div
Oakmark Fund — Int/Div
Schwab S&P 500 Fund — Int/Div
Schwab Small Cap Index Fund — Int/Div
Brokerage Account #2 (H)
Schwab 1000 Fund — Int/Div
Schwab Core Equity Fund — Int/Div
Brokerage Account #3 (H)
Cisco Systems stock — Int/Div
Invesco Diversified Dividend A — Int/Div
Microsoft Corporation stock — Int/Div
Power Shares QQQ TR — Int/Div
401k) 21(H)
Artisan Mid Cap Fund — Int/Div
GRT Value Fund — Int/Div
Hancock Horizon Diversified International Fund — Int/Div
Ivy Small Cap Fund — Int/Div
MFS International New Discovery Fund — Int/Div
MFS Value Fund — Int/Div
Touchstone Sands Capital Select Growth Fund — Int/Div
IRA #1 (H)
Junus Growth & Income Fund — Int/Div
Oakmark Fund — Int/Div
Schwab 1000 Fund — Int/Div
IRA £2 (H)
Charles Schwab Bank Cash Account — Interest
Columbia Energy & Natural Resources Fund — Int/Div
Oakmark Fund — Int/Div — Buy
Oakmark Fund — Buy (add'l)
Oakmark Global Select Fund — Sold
Schwab 1000 Fund — Int/Div — Buy
Schwab Small Cap Index Fund — Int/Div — Buy
State Retirement Plan 21 (H) — None
Mass. Deferred Comp. SMART Plan Large Co. Blend Stock Fund — None — Sold
Mass. Deferred Comp. SMART Plan Large Co. Stock Index Fund — None — Sold
IRA 43 (H)
Fidelity Freedom 2030 — Int/Div — Buy
Fidelity Freedom 2030 — Buy (add'l)
Fidelity Freedom 2035 — Int/Div — Buy
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
Vanguard Life Strategy Growth Fund — Int/Div
Ummah Educational Savings Plan Age Based Aggressive Global — Int/Div
Maryland College Investment Plan Portfolio 2024 — None
Northwestern Mutual Whole Life Insurance Policy — Int/Div
US. Govt. Securities Series EE Bonds — None
Fidelity Cash Reserves — Int/Div
401k) 22 (HD)
John Hancock Thru 2035 Active Strategy (xX) — Int/Div
Board of Govemors, District of Columbia Bar (resigned May 2014)
Board of Directors, Asian Pacific Amencan Legal Resource Center (resigned May 2014)
Liability — CitiMortgage — Mortgage on rental property, Brookline, MA
Spouse's income — 2014 — National Immigration Forum - salary

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4392. Public record. Not legal advice.
