# Robert N. Block

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8439

## Record

- **Judge:** Robert N. Block
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 11

## Text

BofA Cash/Money Mkt accts — Interest
MS&K Realty Co. investment (Los Angeles, California) — Distribution
USAA Subscriber Savings Account — Distribution — Closed
Wells Fargo Bank accounts — Interest
Prudential Fmancial Inc. common stock — Int/Div
Citibank accounts — Interest
BofA Beyond Banking accounts — Interest
Capital One Bank account — Interest
Note receivable--Bella Mar RV Park LLC — None
Note Receivable--Bonita View Office Partners LLC — None — Closed
Note Receivable--Phair Real Estate Acquisition Fund — None
RETIREMENT PLAN TRUST
BofA Cash/Money Mkt accts — Int/Div
Nuveen Qual Pref Inc 2 — Int/Div — Sold
Loomis Sayles Strategic — Int/Div
Lord Abbett Short Duration — Int/Div
Lord Abbett Floating Rate Fd — Int/Div — Sold
Kinder Morgan Management LLC — Int/Div
Templeton Global Total Return Fd — Int/Div — Sold (part)
Doubleline Total Return Fd — Int/Div — Buy (add'l)
Doubleline Total Return Fd — Sold (part)
Doubleline Multi-Asset Growth Fd — Int/Div — Buy
Pimco All Asset All Authority Fd — Int/Div
Blackrock Global Allocation Fd — Int/Div — Buy (add'l)
IShares Gold Trust — None
lIvy Asset Strategy Fd — Int/Div — Buy
BROKERAGE ACCOUNT #1
Calif St Pub Wks Brd Lse Rv B May 1. 13 — Interest — Redeemed
San Jose CA Rdv Agy Tax Aug 1, 15 — Interest
California St FSA-CR Mar 1,17 — Interest
San Fran Ca Cy-Co Pub Wir Rev Ser A Nov I. I8 — Interest
California St Var Purp 2016 — Interest
California St Var Purp 2019 — Interest
Los Angeles CA Unified Sch District — Interest — Redeemed
Riverside CA Elec Rev — Interest
California St Var Purp 2021 — Interest
BROKERAGE ACCOUNT #2
BofA Cash/Money Mkt accts — Interest
ML Systematic Momentum Futures Access LLCCI1C — None — Sold
Energy Transfer Partners LP — Int/Div — Buy (add'l)
Kinder Morgan Management LLC — Int/Div — Buy (add'l)
Kinder Morgan Management LLC — Buy (add'l)
Magellan Midstream Partners LP — Int/Div
Plams All Amer PIPL LP — Int/Div
William Partners LP — Int/Div — Buy (add'l)
Buckeye Partners LP — Int/Div
Apple Inc — Int/Div — Buy (add'l)
BROKERAGE ACCOUNT 24
BofA Cash/Money Mkt acets — Interest
Blackrock Global Alloc Fd — Int/Div — Buy
weePimco Unconstramed Bond Fd — Int/Div
Lord Abbett Short Duration Income Fd — Int/Div — Sold
Lord Abbett Floating Rate Fd — Int/Div — Sold
Templeton Global Total Return Fd — Int/Div — Sold (part)
Doubleline Total Return Bond Fd — Int/Div — Buy (add'l)
Doubleline Total Return Bond Fd — Sold (part)
wDoubleline Multi-Asset Growth Fd — Int/Div — Buy
PIMCO All Asset All Auth. Fd — Int/Div — Buy (add'l)
iShares Gold Trust — None
lvy Asset Strategy Fd — Int/Div — Buy
BROKERAGE ACCOUNT #5
BofA Cash/Money Mkt accts — None
Blackrock Global Alloc Fd — Int/Div — Buy
Pimco Unconstramed Bond Fd — Int/Div
Lord Abbett Short Duration Income Fd — Int/Div — Sold
Lord Abbett Floating Rate Fd — Int/Div — Sold
Templeton Global Total Return Fd — Int/Div — Sold (part)
Templeton Global Total Return Fd — Sold (part)
Doubleline Total Return Bond Fd — Int/Div — Buy (add'l)
Doubleline Total Return Bond Fd — Sold (part)
Doubleline Mult-Asset Growth Fd — Int/Div — Buy
PIMCO All Asset All Auth. Fd — Int/Div — Buy (add'l)
iShares Gold Trust — None — Buy (add'l)
Ivy Asset Strategy Fd — Int/Div — Buy
IRA ACCOUNT #1
FIA Card Services RASP acct — Interest
Powershares ETF Trust — Int/Div
IRA ACCOUNT #2
FIA Card Services RASP acct — Interest
ML Systematic Momentum — None — Sold
IRA ACCOUNT 43
FIA Card Services RASP acct — Interest
Pimco Unconstramed Bond Fd — Int/Div — Sold
iShares Gold Trust — None — Buy
Lord Abbett Short Duration Income Fd — Int/Div — Sold
Lord Abbett Floating Rate Fd — Int/Div — Sold
Templeton Global Total Return Fd — Int/Div — Sold (part)
Doubleline Total Return Bond Fd — Int/Div — Buy (add'l)
Doubleline Total Return Bond Fd — Sold (part)
Doubleline Multi-Asset Growth Fd — Int/Div — Buy
PIMCO All Asset All Auth. Fd — Int/Div — Buy (add'l)
Ivy Asset Strategy Fd — Int/Div — Buy
BROKERAGE ACCT #6
University CA Rev 2015 — Interest
University CA Rev 2013 — Interest — Redeemed
California St Var Purp 2014 — Interest
California St Var Purp 2016 — Interest
Los Angeles St Dept Water 2018 — Interest — Redeemed
California St Dept Water 2017 — Interest
General Parmer (passive), MSK Realty Co. (interest=approx. 174)
Spouse's income — 2013 — Self-employed doctor
Part VIL. All of the listed investments except for Item No. 7 are held in the living trust JJ and | have established. (See also Part I, Item No. 2),

Part VII. Except as indicated, there were no gains realized on any of the sales or redemptions reported. To avoid confusion when comparing this year's report to

lust year's report, | kept the account titles (e.g., Brokerage Acct #1, etc.) the sume as m last year's report. This again meant skipping from Brokerage Acct #2 to

Brokerage Acct #4, because no assets were held during the year in Brokerage Acct #3.

Part VII, Item No. I. As | have previously reported, the building in which MS&K Realty held an ownership interest was sold in 2005; and a portion of the sales

proceeds was held back as a preferred equity interest, and remained to be paid by the buyer and distributed to the MS&K Realty partners. The 2013 distribution

(which includes some interest) is reported in Column B, and my current best estimate of my share of the remaining future distributions is reported in Column C.

Because my investment has not been entirely liquidated, 1 have continued to list my partnership position in Part I (see Item No. 1).

Part VII, Item Nos, 8, 9, and 10. These entries represent private commercial real estate investments. On May 18, 2013, the General Partner advised that the bank

had foreclosed on the property underlying Item No. 9. 1 have reported that investment as "closed," and used "1" for the value code even though 1 received nothing

back.

Part VIL Item Nos. 12, 27, 38, 49, 62, 76, 79, and 82. These entries represent cash accounts and money market funds that function essentially as bank accounts

for particular brokerage accounts. They sometimes are referred to as “core” accounts, Consistent with my previous reports, | have not reported as separate

transactions cach deposit of interest or dividends into these “core™ accounts, or each time proceeds from the sale or redemption of another investment was

deposited into these “core™ accounts, or each time funds were withdrawn from a “core” account to purchase another investment.

Part VII, Item Nos. 17, 52, 61, and 77. In last year's report, | reported these investments as having been sold in their entirety. It turns out that | should have

reported them as sold in part because de minimis amounts were left over in each of four accounts. As a result, de minimis dividends were paid on these

investments in 2012, which I have reported.

Part. VII, Item Nos. 17 and 41. The amounts reported us dividends represent stock dividends.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8439. Public record. Not legal advice.