Sheri Bluebond

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 82

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Los Angeles Bankruptcy Forum
  • Trust No.
  • California Bankruptcy Forum Conference
  • Nanonal Conference of Bankruptcy Judges
  • GlassRamer Advisory & Capital Group LLC -- Salary

As filed

67 — Distribution

Microsoft. common stock — Int/Div

Cisco, common stock — Int/Div — Sold (part)

General Electric. common stock — Int/Div

Phizer. common stock — Int/Div

Scholarshare Active Age-Based Portfolio SK (form. TIAA-CREF) — Interest

Trust #1

Capstone Turbine Corp., common stock — None

Broadcomm. common stock — Int/Div

Wells Fargo Bank (Accounts) — Interest

Stamps.com, common stock — None

First Eagle Global Mutual Fund — Int/Div

12. — Distribution

Loomis Savles Bond Fund (Retail Shares) — Int/Div

14. — Distribution

Loomis Savles Global Bond Inst] Fund — Int/Div — Sold (part)

Loomis Savles Global Bond Inst] Fund — Sold

Fidelity Municipal Money Market Mutual Fund — Int/Div

18 — Distribution

Templeton Frontier Mrtks Fd Adv Cl — Int/Div — Buy (add'l)

20. — Distribution

Fidelity Advisor Real Estate CL Mut Fund — Int/Div

n — Distribution

Fidelity Municipal Income Fund — Int/Div — Sold

Fidelity California Municipal Income Fund — Int/Div — Buy

Fidelity California Municipal Income Fund — Buy (add'l)

Fidelity California Municipal Income Fund — Buy (add'l)

DWS California Tax Free Income Class S — Int/Div — Sold

DWS Managed Municipal Bond CL S — Int/Div — Buy

Templeton Global Bond Class A — Int/Div — Buy (add'l)

Templeton Global Bond Class A — Buy (add'l)

Templeton Global Bond Class A — Sold

Invesco Int'l Growth Fund CL RS — Int/Div

Artisan Value Fund Investor CL — Int/Div

u — Distribution

Artisan Small Cap Fund Investor CL — None

Credit Suisse Commd Rim Strigy Inst'l SH — None — Sold (part)

Credit Suisse Commd Rim Strigy Inst'l SH — Sold

Fidelity Small Cap Value Fund — Int/Div

19 — Distribution

Fudelity Growth Company Fund — Int/Div

41 — istnbution

Fidelity Advisor New Insights CL — Distribution — Sold (part)

Fidelity Low Priced Stock Fund — Int/Div

a4 — Distribution

IShares TR Russell 1000 Index Fund — Int/Div

IShares TR Russell Midcap Index Fund — Int/Div

IShares TR Russell Midcap Value Index Fund — Int/Div

Perkins Mid Cap Valve Fund Class T — None — Sold (part)

Perkins Mid Cap Valve Fund Class T — Sold

MFS Int'l Diversification Fund A — Int/Div

MFS Int'l Value Fund CL A — Int/Div

52 — Int/Div

Morgan Stanley Global Real Estate Port P — Int/Div

Oppenheimer Dev Markets Fd Class Y — Int/Div

$5 — Distribution

T Rowe Price Small Cap Stock Advisor CL — istrnibution

Prudential Jennison Mid Cap Growth CL A Fund — Distribution

Vanguard Index FDS Vanguard Value Vipers — Int/Div

Vanguard Index FDS Vanguard Growth Vipers — Int/Div

Wells Fargo Short Term Muni Inc. -Inst — Int/Div — Buy (add'l)

Wells Fargo Short Term Muni Inc. -Inst — Buy (add'l)

Wells Fargo Short Term Muni Inc. -Inst — Sold (part)

Wells Fargo Muni Bond Fd-Admm CL — Int/Div — Buy

Wells Fargo Muni Bond Fd-Admm CL — Distribution — Sold (part)

Fidelity Emerging Markets Fund — Int/Div — Buy

Franklin Int'l Small Cap Growth Advisor — Int/Div — Buy

Oppenheimer Int'l Bond Fund CL Y — Int/Div — Buy

Sector Spdr TR SHS Ben Int'l Fin'l Cross Fund — Int/Div — Buy

Sector Spdr TR SHS Ben Int'l Fin'l Cross Fund — Buy (add'l)

Aberdeen Emerging Markets Fd Inst] SV YL — Int/Div — Buy

Aberdeen Emerging Markets Fd Inst] SV YL — Sold

I Assets

San Diego Cty Cr. Union (Accounts) See Pt. VIII, Note — None

Union Bank (Account) See Pt. VILL Note — None

Ameritrade (Account) See Pr VIL Note — None

eTrade (Account) See Pr. VIII Note — None

Phycor 401(k) See Pr. VIII, Note — None

Bridge Harb. Met, lnc. stock (See Pt. VIII, Notes 1 & 2) — None

BH Channelview, LLC (membership int.) (See Pr. VIII, Notes 1 & 2) — None

BH Vincent, LLC (membership int.) (See Pt. VIII, Notes 1 & 2) — None

BH Bellvue, LLC (membership int.) (See Pt. VIL Notes 1 & 2) — None

Member, Board of Trustees, Los Angeles Bankruptcy Forum

Trustee, Trust No.

Reimbursement — California Bankruptcy Forum Conference — 05/16 to 05/19/2013 — San Diego, CA — Speiker at Annual Conference — Hotel, Meals, Tuition

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10729 10 1102/2013 — Atlanta, GA — Attendance at Annual Meeting and Conference — Hotel

Spouse's income — 2013 — GlassRamer Advisory & Capital Group LLC -- Salary

NOTE 1:

The only information available to me concerning JEN assets is that which was contained on a balance sheet

prepared as of September 3, 2003 that was attached is a schedule to the premarital agreement that we signed on September 5, 2003.

The entries that appear on lines | through 72 of Part VII of this report refer to my assets (with the exception of line 5, which refers to 529 accounts that belong

to)

The entries that appear on lines 74 through 82 of Part VII of this report refer to JNM assets and reflect values as of

September 3, 2003, as this is the only information available to me. | do not have information as to the specific funds or stocks contained within the brokerage

accounts or 401(k) accounts identified in lines 76 through 78 of Part VIT of this report, and 1 do not hive, and will not obtain, any interest in any of these assets or

any income or proceeds that may be generated by these assets.

NOTE 2;

An explanatory note on [Jl Scptember 3, 2003 balance sheet reflects that the values shown for the assets described on lines 74 through 82 of Part VIL

of this report "are based on the allocation of an anticipated sales price for all four interests totaling $24.000.% 1 believe that the assets described on these lines

may have been sold since September 3, 2003, but | do not have access to this information or any details concerning the sale and do not have any mterest in any

proceeds that may have been generated thereby. 1 also believe that, shortly after our marriage, [EN closed certain of his bank accounts and opened new

bank accounts at Wells Fargo and ING. Again, I do not have any information concerning the balince on deposit in any of these accounts or any income generated

by these accounts and do not have any interest in any funds on deposit in these accounts.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Sheri Bluebond | Frix