# Robert N. Block > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7883 ## Record - **Judge:** Robert N. Block - **Year:** 2017 - **Report type:** Initial - **Pages:** 11 ## Text MS&K Realty Co. investment (Los Angeles, California) — Distribution Wells Fargo Bank cash accounts — Interest Chase Bank cash accounts — Interest Citibank cash accounts — Interest Capital One Bank cash accounts — Interest Note receivable--Bella Mar RV Park LLC — None Note receivable--Phair Real Estate Acquisition Fund — None RETIREMENT PLAN (H) BofA Cash/Money Mkt accts — Int/Div Loomis Sayles Strategic Income Fd — Int/Div Kmder Morgan Management LLC — Int/Div Doublelme Total Return Fd — Int/Div Blackrock Global Allocation Fd — None FPA Crescent Fd — None PIMCO Income Fd — Int/Div PIMCO All Asset Fd — Int/Div Highland Global Allocation Fd — Int/Div American Fds 2015 Tretdirtrmt R6 — None American Fds 2020 Tretdtrtrmt R6 — None Amerrican Fds Bal R6 — None Vanguard Wellesley Income Admiral — None Nationwide Fixed Select Option — None National Life whole life policy — Int/Div BROKERAGE ACCOUNT #1 (HY JP Morgan Deposit Sweep Acct — Interest Apple Inc. common stock — Int/Div Buckeye Partners LP — Distribution EQM Midstream Partners LP — istmbution Magellan Midstream Partners LP — istmbution Tallgrass Energy LP — Distribution Andeavor (formerly Tesoro) Logistics LP — Distribution Western Refining Logistics LP — Distribution American Ser Tax-Advantaged Growth & Income Fd — Int/Div — Sold (part) Amencan Ser 11 Tax Exempt Fd of Calif — Int/Div American Limited Term Tax Exempt Bond Fd — Int/Div Amencan Balanced Fd — Int/Div — Buy (add'l) American Target Date Retirement Ser Inc 2020 — Int/Div — Sold American Short Term Bond Fd — Int/Div Amencan EuroPacific Growth Fd — Int/Div Amencan Intl Growth & Income Fd — Int/Div Amencan New World Fd — Int/Div Western National Life Deferred Fixed Annuity — Interest Protective Life Deferred Fixed Annuity — Interest — Buy BROKERAGE ACCOUNT £2 (H) JP Morgan Deposit Sweep Acct — Interest American Ser Tax-Advantaged Growth & Income Fd — Int/Div — Buy (add'l) American Ser Tax-Advantaged Growth & Income Fd — Sold (part) Amencan Ser 11 Tax Exempt Fd of Calif — Int/Div Amencan Balanced Fd — Int/Div — Buy (add'l) American Target Date Retirement Ser Inc 2020 — Int/Div — Sold American Limited Term Tax Exempt Bond Fd — Distribution Amencan Short Term Bond Fd — Int/Div American EuroPacific Growth Fd — Distribution American Intl Growth & Income Fd — Int/Div American New World Fd — Int/Div Blackrock 20 80 Target Allocation Fd — Int/Div Pimco Inc Fd — Int/Div Prudential Financial Inc common stock — Int/Div California St Dept Wir Res Pwr Suooly Rev Ser 2008 — Interest BROKERAGE ACCOUNT #3 (H) JP Morgan Deposit Sweep Acct — Interest American Ser Tax-Advantaged Growth & Income Fd — Int/Div — Sold (part) American Ser 1 Tax Exempt Fd of Calif — Int/Div Amencan Balanced Fd — Int/Div — Buy (add'l) American Target Date Retirement Ser Inc 2020 — Int/Div — Sold American Limited Term Tax Exempt Bond Fd — Int/Div American Short Term Bond Fd — Int/Div Amencan EuroPacific Growth Fd — Int/Div American Intl Growth & Income Fd — Int/Div Amencan New World Fd — istmbution Blackrock 20 80 Target Allocation Fd — Distribution Pimco Inc Fd — istmbution Riverside Calif Elec Rev Bds dated 12/1672010 — Interest State of Calif Various Purpose G/O Rfdg Bds dated 03/08/2012 — Interest State of Calif Various Purpose G/O Bds dated 04/01/2009 — Interest IRA ACCOUNT 21 (H) JP Morgan Sweep Accts — Int/Div Amernican Ser Tax-Advantaged Growth & Income Fd — Int/Div Amencan Balanced Fd — Int/Div American Target Date Retirement Ser Inc 2020 — Int/Div American Short Term Bond Fd — Int/Div Amencan EuroPacific Growth Fd — Int/Div Amencan Intl Growth & Income Fd — Int/Div American New World Fd — Int/Div Blackrock 20 80 Target Allocation Fd — Int/Div Pimco Inc Fd — Int/Div Western Asset Middle Mkt Income Fd — Int/Div IRA ACCOUNT £22 (H) JP Morgan Sweep Accts — Int/Div American Ser Tax-Advantaged Growth & Income Fd — Int/Div Amencan Balanced Fd — Int/Div American Target Date Retirement Ser Inc 2020 — Int/Div National Life whole life policy — Int/Div Brighthouse Life (formerly MetLife) universal life policy — Interest General Parmer (passive), MS&K Realty Co, (interest=approx. 46%) Spouse's income — 18 — Self-employed doctor Please be advised that this Financial Disclosure Report covers the reporting period requirements for both my initial report and my annual (CY 2018) report. Where 1 did not list transactions in Column D of Part VII, there were none in CY 2018, Part VII, tem No, 1. The final K-1 for MS&K Realty was issued in 2018 for CY 2017. Since I no longer have an investment interest to report, 1 left blank the end of reporting period columns. Part VII, Item Nos, 9-17. All of these vestments were liquidated in 2017, when the retirement plan was set up with a different financial entity. Part VII, tem Nos, 18-22. The financial entity in which these retirement plan investments are held does not credit income to the individual investments held, but rather reports only the market value of each investment as of the report date. Part VII, Item No.32. Effective October 30, 2017, Western Refining Logistics LP was acquired by Andeavor Logstics LP. Since | already held an investment in Andeavor (Part VIL, Item No, 31), the two investments were merged,. Part VII, Item Nos. 42-43. We are not receiving any distributions from these deferred fixed annuities, but they are caring interest at the contract rates so | have reported the amount of interest camed during the reporting period in column B(1). --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7883. Public record. Not legal advice.