# Robert N. Block > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9875 ## Record - **Judge:** Robert N. Block - **Year:** 2014 - **Report type:** Annual - **Pages:** 12 ## Text MS&K Realty Co. investment (Los Angeles, California) — Distribution 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--Phair Real Estate Acquisition Fund — Interest RETIREMENT PLAN TRUST BofA Cash/Money Mkt accts — Int/Div Looms Sayles Strategic — Int/Div — Sold (part) Lord Abbett Short Duration — Int/Div — Sold Kinder Morgan Management LLC — Int/Div Templeton Global Total Return Fd — Int/Div — Sold Doubleline Total Return Fd — Int/Div — Sold (part) Doubleline Multi-Asset Growth Fd — Int/Div — Sold Pimco All Asset All Authority Fd — Int/Div — Sold Blackrock Global Allocation Fd — Int/Div — Sold (part) IShares Gold Trust — None — Sold Ivy Asset Strategy Fd — Int/Div — Sold FPA Crescent Fd — None — Buy ww PIMCO Income Fd — Int/Div — Buy PIMCP All Asset Fd — Int/Div — Buy Highland Global Allocation Fd — Int/Div — Buy BROKERAGE ACCOUNT #1 BofA Cash/Money Mkt accts — Interest 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. If — Interest California St Var Purp 2016 — Interest California St Var Purp 2019 — Interest Riverside CA Elec Rev — Interest California St Var Purp 2021 — Interest CD Bank of India New York — Interest — Buy CD Bank of India New York — Matured CD Discover Bank of Greenwood — None — Buy BROKERAGE ACCOUNT #2 BofA Cash/Money Mkt accts — Interest Energy Transfer Partners LP — Int/Div Kmmder Morgan Management LLC — Int/Div Magellan Midstream Partners LP — Int/Div — Sold (part) Plains All Amer PIPL LP — Int/Div William Partners LP — Int/Div Buckeye Partners LP — Int/Div Apple Inc — Int/Div Atlas Pipeline Partners LP — Int/Div — Buy Capital Senior Living — None — Buy CD Bank of India New York — Interest — Buy CD Bank of India New York — Matured CD Discover Bank of Greenwood — None — Buy BROKERAGE ACCOUNT 24 BofA Cash/Money Mkt accts — Interest Blackrock Global Alloc Fd — Int/Div — Buy (add'l) cw PIMCO Unconstrained Bond Fd — Int/Div — Sold Templeton Global Total Return Fd — Int/Div — Sold Doubleline Total Return Bond Fd — Int/Div — Sold wDoubleline Multi-Asset Growth Fd — Int/Div — Sold PIMCO All Asset All Auth. Fd — Int/Div — Sold iShares Gold Trust — None — Sold lvy Asset Strategy Fd — Int/Div — Sold FPA Crescent Fd — None — Buy PIMCO Income Fd — Int/Div — Buy PIMCO All Asset Fd — Int/Div — Buy Highland Global Allocation Fd — Int/Div — Buy BROKERAGE ACCOUNT #5 BofA Cash/Money Mkt accts — Interest Blackrock Global Alloc Fd — Int/Div — Buy (add'l) PIMCO Unconstrained Bond Fd — Int/Div — Sold Templeton Global Total Return Fd — Int/Div — Sold Doubleline Total Return Bond Fd — Int/Div — Sold Doubleline Mult-Asset Growth Fd — Int/Div — Sold PIMCO All Asset All Auth. Fd — Int/Div — Sold iShares Gold Trust — None — Sold Ivy Asset Strategy Fd — Int/Div — Sold FPA Crescent Fd — None — Buy PIMCO Income Fd — Int/Div — Buy PIMCO All Asset Fd — Int/Div — Buy Highland Global Allocation 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 Western Asset Middle Mkt Inc Fd — Int/Div — Buy IRA ACCOUNT #43 FIA Card Services RASP acct — Interest iShares Gold Trust — None — Sold Templeton Global Total Return Fd — Int/Div — Sold w.Doubleline Total Return Bond Fd — Int/Div — Sold Doubleline Multi-Asset Growth Fd — Int/Div — Sold PIMCO All Asset All Auth. Fd — Int/Div — Sold Ivy Asset Strategy Fd — Int/Div — Sold Blackrock Global Allocation Fd — None — Buy FPA Crescent Fd — None — Buy ww PIMCO Income Fd — Int/Div — Buy PIMCOAII Asset Fd — Int/Div — Buy Highland Global Allocation Fd — Int/Div — Buy BROKERAGE ACCT #6 BofA cash/money market accts — Interest University CA Rev 2015 — Interest California St Var Purp 2014 — Interest — Matured California St Var Purp 2016 — Interest California St Dept Water 2017 — Interest CD Bank of India New York — Interest — Buy CD Bank of India New York — Matured CD Discover Bank of Greenwood — None — Buy General Parmer (passive), MSK Realty Co. (interest=approx. 174) Spouse's income — 2014 — Self-employed doctor Part VIL All of the listed investments except for Item No. 6 are held in the living trust JEN have established. (See also Part 1, 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 (c.g., Brokerage Acct #1, etc.) the sume as in 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. 1. 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 2014 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, | have continued to list my partnership position in Part | {see Item No. 1). Part VII, Item Nos, 7 and 8. These entries represent private commercial real estate investments. Part VII, Item Nos. 10, 26, 38, 52, 66, 80, 83.86, and 99. 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 each 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. VIL, Item Nos. 13 and 40. The amounts reported as dividends represent stock dividends. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9875. Public record. Not legal advice.