Marsha Siegel Berzon

What was filed

150
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
1
income
0
spouse income

Named parties

SOUTHERN CALIFORNIA (USC)
ARIZONA STATE UNIVERSITY
UNIVERSITY OF TEXAS
UC HASTINGS COLLEGE OF THE LAW - TEACHING

As filed

VANGUARD REIT INDEX FUND (ADM) — Sold (part)

BANK OF AMERICA ACCOUNTS — Interest

STERLING BANK & TRUST ACCOUNTS — Interest

UNION BANK ACCOUNTS — Interest

AMERICAN INTL GROUP - COMMON STOCK — Int/Div — Sold

CR BARD INCORPORATE - COMMON STOCK — Int/Div — Sold

BERKSHIRE HATHWAY - COMMON STOCK — None

CORNING INC « COMMON STOCK — Int/Div

FISERV INC « COMMON STOCK — None

PEPSICO INC « COMMON STOCK — Int/Div

UNITED TECHNOLOGIES - COMMON STOCK — Int/Div

FLOWSERVE CORP — Int/Div — Sold

MONDELEZ INTL — Int/Div

QUALCOMM INC — Int/Div

TIME WARNER INC — Int/Div

WW GRAINGER INC — Int/Div — Sold

ALLERGAN PLC — Int/Div

OWENS ILLINOIS INC — None

COLFAX CORPORATION — None

STERICYCLE INC — None

COGNIZANT TECH SOLU — Int/Div

MEDTRONIC PLC — Int/Div — Buy

NOVARTIS AG — Int/Div — Buy

EXPEDIA INC — Int/Div — Buy

PRICELINE GROUP — None — Buy

RETIREMENT ACCOUNT (H) *1

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Int/Div — Buy (add'l)

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Sold (part)

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Buy (add'l)

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Sold (part)

DFA US.SMALL CAP VALUE PORT — Int/Div — Buy (add'l)

DFA US.SMALL CAP VALUE PORT — Sold (part)

VANGUARD EQUITY INCOME FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD EQUITY INCOME FUND (ADM) — Sold (part)

VANGUARD REIT INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD REIT INDEX FUND (ADM) — Sold (part)

VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Sold (part)

VANGUARD S00 INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD S00 INDEX FUND (ADM) — Sold (part)

VANGUARD TOTAL INTL. STOCK INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD TOTAL INTL. STOCK INDEX FUND (ADM) — Sold (part)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Sold (part)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Buy (add'l)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Sold (part)

VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Buy (add'l)

VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Sold (part)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Int/Div — Buy (add'l)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Sold (part)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Buy (add'l)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Sold (part)

CHARLES SCHWAB BANK N A DEPOSIT ACCOUNT — Interest

DFA CALIFORNIA SHORT-TERM MUNI BOND — Int/Div — Sold (part)

DFA EMERGING MARKETS CORE EQUITY — Int/Div

DFA INTERNATIONAL VALUE — Int/Div — Buy (add'l)

DFA INTERNATIONAL VALUE — Buy (add'l)

DFA INT'L SMALL CAP VALUE — Int/Div — Sold (part)

DFA INTL SMALL COMPANY — Int/Div — Sold (part)

DFA REAL ESTATE SECURITIES — Int/Div — Buy

DFA US. LARGE CAP VALUE — Int/Div — Buy (add'l)

DFA US. LARGE CAP VALUE — Sold (part)

DFA US. MICRO CAP — Int/Div — Sold (part)

DFA US. SMALL CAP — Int/Div — Sold (part)

DFA US. SMALL CAP — Sold (part)

DFA US. SMALL CAP VALUE — Int/Div — Buy (add'l)

DFA US. SMALL CAP VALUE — Sold (part)

PIMCO FOREIGN BOND HEDGED — Int/Div — Buy (add'l)

PIMCO REAL RETURN INSTL — Int/Div

POWERSHARES QOQO ETF — Int/Div — Sold (part)

SPDR S&P S00 INDEX ETF — Int/Div — Sold (part)

SPDR S&P S00 INDEX ETF — Sold (part)

VANGUARD CA INTERM TERM TAX. EX ADMIRAL — Int/Div — Buy (add'l)

VANGUARD CA INTERM TERM TAX. EX ADMIRAL — Buy (add'l)

VANGUARD EQUITY INCOME FUND ADMIRAL — Int/Div

VANGUARD FIXED INCOME INFLATION PROTECTED — Int/Div — Buy (add'l)

VANGUARD FIXED INCOME INFLATION PROTECTED — Buy (add'l)

VANGUARD FTSE DEVELOPED MARKETS ETF — Int/Div — Sold (part)

VANGUARD INFORMATION TECHNOLOGY ETF — Int/Div — Sold (part)

VANGUARD INTERM-TERM TAX EXMPT ADMIRAL — Int/Div — Buy (add'l)

VANGUARD INTERM-TERM TAX EXMPT ADMIRAL — Buy (add'l)

VANGUARD LTD TERM TAX EXEMPT ADMIRAL — Int/Div — Buy (add'l)

VANGUARD SHORT TERM TAX-EX ADMIRAL — Int/Div

ANAHEIM CALIF ELEM SCH DIST 4% — Interest

ANTIOCH CALIF PFA 5% DUE 5/1/23 — Interest

CALIFORNIA MUN FIN AUTH REV 5% DUE 10/124 — Interest

CALIFORNIA ST DEPT WTR RES CEN So, DUE 12/128 — Interest

CALIFORNIA ST DEPT WTR RES PWR 4% DUE S/1/18 — Interest — Buy

CALIFORNIA ST DEPT WTR RES PWR PWR SUPPL 5% DUE S/1/17 — Interest — Matured

CAMPBELL CALIF UN HIGH SCH DIS So DUE 8/1728 — Interest

CARLSBAD CALIF UNI SCH DISTS% DUE 8/1/27 — Interest

CUCAMONGA VY CALIF WTR DIST Fl LoL DUE 9/1/22 — Interest

FOOTHILL-DE ANZA CALIF CMNTY( £259 DUE 1720 — Interest

IMPERIAL CALIF IRR DIST WTR SY 4% DUE 7/1/18 — Interest

LONG BEACH CALIF HBR REV 5% DUE £1520 — Interest

LOS ANGELES CNTY CALIF MET TRA LoL DUE 7/1723 — Interest — Buy

LOS ANGELES CNTY CALIF SANTN D S05 1/1/18 — Interest

MARIN CALIF CMNTY COLLEGE DIST 4% DUE 8121 — Interest — Buy

MIDPENINSULA REGL OPEN SPACE D 0% DUE 9/129 — None — Buy

MORELAND CALIF SCH DIST 5% DUE R124 — Interest

OLIVENHAIN CA MUN WTR DIST CALIF 5% DUE 6/1/23 — Interest

ORANGE CNTY CALIF SANTN WASTEW 5% DUE 2/120 — Interest

PERALTA CALIF CMNTY COLEEGE DI 9% DUE 8/125 — Interest

SAN BERNARDINO CNTY CALIF TRAN 4% DUE 3121 — Interest

SAN DIEGO CALIF PUB FACS FING 5% DUE S/1/17 — Interest — Matured

SAN DIEGO CNTY CALIF WTR AUTH £25% DUE S/1/18 — Interest

SAN FRANCISCO CALIF BART 5% DUE 71720 — Interest

SAN FRANCISCO CALIF CITY& ONT SOL DUE S/1/18 — Interest — Sold

SAN FRANCISCO CNTY CALIF TRANS 4% DUE 2/1/27 — None — Buy

SAN LUIS CALIF COASTAL UNI SCH SL DUE SAI — Interest

SAN MATEO CNTY CALIF TRAN DIST SO DUE 6/126 — Interest

SANTA CLARA VY CALIF TRANSN AU 0 DUE 41/17 — Interest — Matured

SCHWAB CA MUNI MONEY FUND — Interest

SOUTHERN CALIF PUB PWR AUTH TR So DUE 2/1/19 — Interest

SWEETWATER CALIF UN HIGH SCH D So, DUE 8/1/38 — Interest — Sold

UNITED STATES TREAS NTS — Interest — Buy

UNITED STATES TREAS NTS — Sold

UNIVERSITY CALIF PUBL EDUC 5% DUE 5/1527 — Interest

IRA (H)

DFA INT'L SMALL CAP VALUE — None — Sold

DFA REAL ESTATE SECURITIES — Int/Div — Buy (add'l)

PIMCO FOREIGN BOND HEDGED — Int/Div

VANGUARD REIT INDEX ETF — Int/Div

VANGUARD TOTAL BOND MKT INDEX ADMIRAL — Int/Div — Sold (part)

Reimbursement — SOUTHERN CALIFORNIA (USC) — ACTIVITIES

Reimbursement — ARIZONA STATE UNIVERSITY — 03/22/17-03/23/17 — TEMPE, AZ — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS

Reimbursement — UNIVERSITY OF TEXAS — 09/14/1709/15817 — AUSTIN. TX — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS

Income — 2017 — UC HASTINGS COLLEGE OF THE LAW - TEACHING — S4.166.70

*1 SALES 12/01/17 MADE TO MEET REQUIRED MINIMUM DISTRIBUTION (RMD).

*2 THE EARNINGS REPORTED IN PART VII REPRESENT JN DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME.