Cormac J. Carney
2011Annual
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What was filed
72
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- UCLA Alumni Awards Committee
- US. Air Force
As filed
Wells Fargo Bank Accounts — Interest
Home Savings CD — Interest
Home Savings Account (Y)
Vanguard Wellington Fund — Int/Div
Vanguard Health Fund — Int/Div
Janus Twenty Fund — Int/Div
Columbia Strategic Investor Fund — Int/Div
Janus Global Technology — None
American Century- Ultra — None
County Deferred Comp. Plan - Stable Value Fund — Int/Div
IRA Brokerage — Int/Div
Schwab Total Bond Fund - SWLBX
Schwab Money Market Fund
COST
Clipper Fund CFIMX
BRKB
AAPL(X) — Buy
Mendian Growth Fund- MERDX
Schwab 1000 Index Fund - SNXSX
Schwab Int] Index Fund - SWINX
Tweedy Browne Global Value Fund TBGVX
Vanguard Small Cap Index Fund - NAESX
NK) — None
BlackRock Equity Fund (MSDVX)
JP Morgan Smart Retirement 2020 Select
Brokerage Account
American Funds - Balanced — Int/Div
Capital Income Bldr FD - CIBCX — Int/Div
American Funds Growth Fund — Int/Div
Investco) Van Kampen Equity Small Caps — Int/Div
Washington Mutual Investors Fund WSHCX — Int/Div
American Funds New Perspective Fund — Int/Div
Putnam CA Tax Exempt Income FD CLC — Int/Div
IRA Rollover — Int/Div
Growth FD Amer Inc - GFACX
Franklin Rising Dividends - FRDTX
Allianz NFJ Small Cap - PCVCX
Capital World Growth & Income CWGCX
Pimco Total Return - P11CX
Amer Balanced Fund - BALCX
Invesco) VK Global Franchise Fund VGFCX
S29 Savings Plan #2 — Int/Div
American Funds - Growth Fund — Sold (part)
American Funds - Growth Fund — Sold (part)
American Funds - New Perspective Fund
Washington Mutual Investors Fund
American Funds - Capital Income Builder — Sold (part)
American Funds - Balanced Fund — Sold (part)
American Funds - Bond Fund — Sold (part)
529 Savings Plan #3 — Int/Div
American Funds - Growth Fund
American Funds - New Perspective Fund
Washington Mutual Investors Fund
American Funds - Capital Income Builder
American Funds - Balanced Fund
American Funds - Bond Fund
Variable Life Insurance — Int/Div
NW Mutual - Mid Ca Grth Stock
NW Mutual Growth Stock Fund
NW Mutual Index 400 Stock Fund
NW Mutual Small Cap Growth Stock Fund
Russell Non-US Fund
Russell Real Estate Securities Fund
T Rowe Price Small Cap Value
Capital Guardian Domestic Equity
Inhented IRA — Distribution
Inhented IRA — Sold (part)
rovrX — Sold (part)
PRPFX
FDRXX
FSCRX (X) — Buy
FSCRX (X) — Sold (part)
Chairman, UCLA Alumni Awards Committee
Reimbursement — US. Air Force — September 1-4. 2011 — Colorado Springs. CO — Induction into Hall of Fame — Transportation. Meals. Hotel
1. Part VII: Item 28: BlackRock Equity Dividend Fund S (MSDVX) replaced Davis New York Venture Fund R (NY VRX) on September 28. 2011.
2. Part VIE Trem 74: This fund was listed as FDRXY in th 2010 report, The correct fund symbol is FDRXX,
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.