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Judicial Watch • Robert B Kugler Financial Disclosure Report for 2008

Robert B Kugler Financial Disclosure Report for 2008

Robert B Kugler Financial Disclosure Report for 2008

Page 1: Robert B Kugler Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:8

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:KUGLER, Robert B Kugler, Pimco, International, TRUSTEE, robert, trust, 2008, investment, EPA, Financial Disclosure, ICE, CIA, financial, income, Judge


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Kugler_Robert_B POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Trustee Residuary Trust U/W 

Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income  
[Z] NONE (No reportable non-investment income.)  
AND TYPE  INCOME  
(yours, not spouse's) spouse's 0n-1 ves Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenL 
(Includes those spouse and dependent children; see pp. 25-17 filing instructions.) 
[Z] 	NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

V GIFTS. (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE 

Name Person Reporting 
Date Report 
KUGLER, ROBERT 
511112009 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

Date Report 
Name Person Reporting 1/2009 
KUGLER, ROBERT 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto[Reporl) paragraph Part VII, the ABA Members Retirement Fund, 401 (K) investment, closed and those funds were rolled into Schwab IRA account. Part VII the previous investment Lehman Brothers stock longer appears because Lehman declared bankruptcy, leaving the shares worthless. Part VII, paragraph the partnership with and invested gold coins. Part VII, line 14, income beneficiary ofa Trust and have contingent interest the corpus but have power direct, buy sell otherwise dispose any assets. This Trust 12/3 1/08, invested Harbor Capital Appreciation Fund, rNG International Real Estate Fund, Russell Midcap Index Fund, John Hancock sic Intrinsic, Oppenheimer Commodity Strategy fund, Wilshire REIT ETF, Rowe Price Equity Income Fund, Delaware Pooled Trust, Dodge Cox International Stock Fund, SSGA Emerging Markets fund, Exxon Mobil Corp., PLC Sponsored ADR, Morgan Chase Co., General Electric Co., DuPont Nemours Co., Verizon Communications, Public Service Enterprise Group, Pimco High Yield Fund, Pimco Low Duration Fund, Western Asset Core Plus Bond Portfolio, Evergreen International Bond fund, Pimco Emerging Markets Bond Fund, Pirnco foreign Bond Fund, Evergreen Intermediate Municipal Bond Fund, Vanguard Intermediate Term Tax-Exempt Fund, Wachovia Money Market Fund. Part VII, paragraphs through 24, hold these investments only Trustee U/W. not have any income interest any holding and have contingent beneficial interest the corpus. have the authority buy, sell, otherwise dispose the assets the Trust. 

Name Person Reporting 
Date Report FINAi.CIAL DISCLOSURE REPORT 
KUGLER, ROBERT 
5/11/2009 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance \ith the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104)



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