# Martin R. Barash

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10481

## Record

- **Judge:** Martin R. Barash
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

401K) Retirement Plan
Putman Stable Value Fund — Int/Div
Lord Abbett Developmg Growth Fund — Int/Div — Closed — Exchange - Sce Note B
Virtus Kar Small Cap Value Fund — Int/Div — Open — Exchange - See Note B
Oppenheimer Developing Markets Y Fund — Int/Div
Vanguard Inflaction Proected Securities Investment Fund — Int/Div
Putnam Dynamic Asset Allocation Balanced A Fund — Int/Div
Vanguard Target Retirement 2030 — Int/Div
401K) Rollover IRA
Vanguard 500 Index Inv. Fund — Int/Div
Vanguard US Growth Inv Fund — Int/Div
403(b) Plan
University of California Global Equity Fund — None — Closed — Exchange - See Note C
UC Dom EQ Index Fund — None — Open — Exchange - See Note C
UC Intl EQ Index Fund — None — Open — Exchange - See Note C
University of California Bond Fund — None
University of California Savings Fund — Int/Div
Retirement Plan
American Beacon Large Cap Value Institutional Fund — Int/Div — Closed — Exchange - Sce Note D
Dodge & Cox Stock Fund A — Int/Div — Open — Exchange - See Note D
Prudential Core Plus Bond Fund Unit Class 6 — Int/Div
Fidelity S00 Index INST — Int/Div
Retirement Plan 22
University Global Equity Fund — None — Closed — Exchange - See Note
UC Dom EQ Index Fund — None — Open — Exchange - See Note E
UC Intl EQ Index Fund — None — Open — Exchange - See Note E
University of California Savings Fund — Int/Div
529 Plan #1
Scholarshare Passive Age-Based Portfolio 13.14 — None — Closed — Exchange - See Note F
Scholarshare Passive Age-Based Portfolio 15 — None — Open — Exchange - See Note F
529 Plan #2
Scholarshare Passive Age-Based Portfolio 11-12 — None — Closed — Exchange - See Note G
Scholarshare Passive Age-Based Portfolio 13.14 — None — Open — Exchange - See Note G
529 Plan #3
Scholurshare Passive Age-Based Portfolio 9.10 — None
Other Investments
AT&T — Int/Div
Comcast — Int/Div
Walt Disney Corporation — Int/Div
First Republic Bank — Interest
RP Northport, LLC — None
Corridor Capital Advisors LLC — Distribution — Note H
Director, American Bankruptcy Institute
Director, Los Angeles Bankruptcy Forum
Governor, Financial Lawyers Conference
Reimbursement — American Bankruptcy Institute — 4191 7-042317 — Washington, DC — Educational seminar/board of directors meeting — Transport, lodging, food, seminar registration
Reimbursement — California Bankruptcy Forum — 05/19/17-0521/17 — Coronado, CA — Educational seminar — Lodging, food, seminar registration
Reimbursement — American Bankruptcy Institute — 090717090817 — Coronado, CA — Educational semmar — Transport, lodgmg, food, seminar registration
Reimbursement — Bankruptcy Judges/American Bankruptcy Institute — professional association meeting — AY ue {ata Me don stu ght det A
Reimbursement — American Bankruptcy Institute — 13017-12217 — Palm Desert, CA — Educational semimar/board of directors meeting — Lodging, food, seminar registration
Spouse's income — 2017 — University of California, Wages
Notes to Part VII:

[A] The value of the mutual funds in all retirement and educational savings accounts shown at the end of the reporting period reflects: (i) the reinvestment of

interest and other distributions made by those mutual funds, less deducted costs and fees, and (ii) any additional contributions made to those retirement and

educational savings accounts over the course of the year (including any gain or loss on those additional contributions).

[B] On January 31, 2017, the 401(k) plan replaced the shares in the Lord Abbett Developing Growth | Fund with shares of an equivalent value in Virtus Kar Small

Cap Value Fund,

[C] On October 2, 2017, the 403(b) plan replaced the shares in the University of California Global Equity Fund with shares of an equivalent value in the UC Dom

EQ Index Fund and the UC Intl EQ Index Fund.

[D] On August 17,2017, the retirement plan replaced the shares in the American Beacon Large Cap Value Institutional Fund with shares of an equivalent value in

the Dodge & Cox Stock Fund A.

[E] On October 2, 2017, the retirement plan #2 replaced the shares in the University of California Global Equity Fund with shares of an equivalent value in the

UC Dom EQ Index Fund and the UC Intl EQ Index Fund.

[F] On June 20, 2017, the 529 plan replaced the shares in the Scholarshare Passive Age-Based Portfolio 13-14 with shares of an equivalent value in the

cholarshare Passive Age-Based Portfolio 15.

[G] On June 20, 2017, the 529 plan #2 replaced the shares in the Scholarshare Passive Age-Based Portfolio 11-12 with shares of an equivalent value m the

Scholarshare Passive Age-Based Portfolio 13-14,

[H] Based on information provided by my accountant, | believed and reported on my financial disclosure report for 2016 that this partnership had been wound up.

1 subsequently received a small “final distribution” check and letter indicating that the partnership was actually wound up in late 201 7/carly 2018.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10481. Public record. Not legal advice.