# Barry Ted Moskowitz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7647 ## Record - **Judge:** Barry Ted Moskowitz - **Year:** 2018 - **Report type:** Annual - **Pages:** 8 ## Text Cabrillo Credit Union (accounts) — Interest CA Teachers Retirement System — None Ford Common Stock — Int/Div Wells Fargo Bank — Interest — Closed Apple Common Stock — Int/Div San Diego County Credit Union (accounts) (Trust A) — Interest A US. Bank (accounts) (Trust A) — Interest Wells Fargo Bank (accounts) (Trust A) — Interest Schwab brokerage money market (Trust A) cash reserves — Interest American Century CA (BCITX) Bond Fund (A) — Int/Div Vanguard CA Inter Term Bond Fund (VCADX) (A) — Int/Div Vanguard Inflation Bond Fund (VAIPX) (A) — Int/Div Shares MSCI EAFE ETF (EFA) (A) — Int/Div Select STR Financial ETF (XLF) (A) — Int/Div SPDR S&P Mid Cap 400 ETF (MDY) (A) — Int/Div SPDR S&P SOO ETF (SPY) (A) — Int/Div I Shares Core S&P small cap ETF (UR) (A) — Int/Div Schwab Bank account (B) — Interest Schwab Trust B brokerage money market RB — Interest American Century Inter (twitix) bond fund BB — Int/Div Doubleline EMRG MKTS (DLENX) bond fund (B) — Int/Div n — Distribution Ridgeworth (Virtus) SEIX INVT bond fund (STTBX)(B) — Int/Div 24 — Distribution Schwab CA Tax Free Bond Fund (SWCAX) B — Int/Div USAA Tax Exempt Inter bond fund {(USATX)(B) — Int/Div Vanguard CA Inter Term bond fund (VCADX)(B) — Int/Div Parnassus Core EQTY stock fund (PRBLX) B) — istmbution 29 — Int/Div I Shares Select DIV. A ETF fund (DVY) (B) — Int/Div SPDR S&P DIV. ETF fund (SDY) (B) — Int/Div Vanguard REIT ETF fund (VNQ)(B) — Int/Div American Century High MUN bond fund (ABHYX) (B) — Int/Div Vanguard High Yield Corp. bond fund (VWEAX)(B) — Int/Div Navy Federal Credit Union {accounts)(X) — Interest Mellon Bank of NY (cash account) Trust A) — Interest Goldman Sucks Bank (cash account) Trust A) — Interest Bank of India (cash account) Trust A) — Interest Manufactures Union Bank (cash account) (Trust A) — Interest Morgan Stanley Bank (cash account) Trust By — Interest Member of the Advisory Board, San Diego Chapter of the Federal Bar Association Power of Attormey for family member (managing assets and paymg bills) Trustee, Family Trust A Trustee, Family Trust B Gift — Rutgers Law School Alumni Association — 4 complimentary meals ($175 each) at annual alum dinner honoring me. — $7100.00 Gift — Rutgers Law School Alumm } Association — Engraved rocking chair commemorating my award as "Distmguished Alumnus." — $450.00 Gift — Rutgers Law School Alumni Association — Engraved award as "Distinguished Alumnus.” — $200.00 Liability — L.L. Bean Master Card — Revolving Credit Card Accounts (1) (issued by CinBank) Liability — CiiCard — Revolving Credit Card Account (1) Liability — Bank of America — Revolving Credit Card Account (1) Spouse's income — 2018 — Califorma State Teachers Retirement System - Pension Spouse's income — 2018 — San Diego Unified School District Supplemental Retirement Annuity from Pacific Life Insurance Company VIL In 2016, | became the successor trustee for one of my family members who is the lifetime beneficiary of the trusts. 1 also started acting as power of attorney for the same family member in 2016. Pursuant to the Instruction, the investment assets subject to the power of attorney were not reported. The assets in Trusts A and B are denoted by (A) and (B) respectively. My I had a trust. My J is not the trustee or a trust beneficiary during the life of her JIM She is a beneficiary on death. My JEN died on 12/24/17. The trustee sold the trust assets in 2018 and distributed my J share to her in 2018, which was placed in the Navy Federal account. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7647. Public record. Not legal advice.