Michelle Taryn Friedland
2015Annual
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What was filed
94
investments
1
positions
0
gifts
1
agreements
1
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Silicon Valley Campaign for Legal Services
- Wells Fargo Home Mortage
- Tarana Wireless Ine
As filed
Investment Account £1: (H)
Vanguard 500 Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard Prime Money Market Fund — Int/Div
Vanguard Total Intl Stock Index Fund Admiral Shares — Int/Div
Investment Account #2: (H)
Vanguard S00 Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard Prime Money Market Fund — Int/Div
Vanguard Total Intl Stock Index Fund Admiral Shares — Int/Div
IRA Account £1: (H)
Vanguard Prime Money Market Fund — Int/Div
Vanguard 500 Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
iShares iBOXX § Investment Grade Corporate Bond ETF — Int/Div
Oppenheimer Rev Weighted Small Cap ETF — Int/Div
Fidelity Spartan Total Market Index Fund — Int/Div — Sold (part)
Fdehty Spartan Extended Market Index Fund — Int/Div — Sold (part)
Fdehty Spartan Extended Market Index Fund — Sold (part)
IRA Account #2: (H)
Vanguard 500 Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard 500 Index Fund Admiral Shares — Buy (add'l)
IRA Account #3: (H)
Vanguard Prime Money Market Fund — Int/Div
Vanguard Value Index Fund Admiral Shares — Int/Div
IRA Account #4: (H)
iShares IBOXX § Investment Grade Corporate Bond ETF — Int/Div
Oppenheimer Rev Weighted Small Cap FTF — Int/Div
Retirement Account 21: (H)
Vanguard Target Retirement 2030 — Int/Div — Sold (part)
Vanguard Institutional Index — Int/Div — Sold (part)
Retirement Account £2 — Int/Div
JH Target Retirement 2040 — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
College Savings Plan #1: (H)
Scholar Share Passive Growth Portfolio — None — Buy (add'l)
Scholar Share Passive Growth Portfolio — Buy (add'l)
College Savings Plan #2: (H)
Scholar Share Passive Growth Portfolio — None — Buy (add'l)
Scholar Share Passive Growth Portfolio — Buy (add'l)
Bank of America - Cash Account — Interest
Stanford Federal Credit Union - Cash Account — Interest
Rental Property, Boca Raton, Florida — Rent
Investment Property #2, Mountain View. CA (2015, $200,000 share) — None — Buy
Trust #1 (H)
Vanguard European Stock Index Fund Admiral Shares — Int/Div
iShares California AMT-Free Muni Bond — Int/Div — Sold
Oppenheimer Rev Weighted Small Cap ETF — Int/Div
Berkshire Hathaway Inc- Delaware Class A — None — Sold
California State Various Purpose Bond — Int/Div
Vanguard Devel. Markets Index Fund Admiral Shares — Int/Div
Vanguard Emerging Markets Ind Fund Admiral Shares — Int/Div
Vanguard Int] Growth Fund Admiral Shares — Int/Div
Vanguard Int'l Value Fund — Int/Div — Sold (part)
Vanguard Prime Money Market Fund Sweep Account — Int/Div
Vanguard Total Int'l Stock Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard Total Int'l Stock Index Fund Admiral Shares — Sold (part)
Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard Total Stock Market Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Stock Market Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Stock Market Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Stock Market Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Stock Market Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Bond Market Index Fund — Int/Div — Buy
Vanguard Total Bond Market Index Fund — Buy (add'l)
Vanguard Total Bond Market Index Fund — Buy (add'l)
Vanguard U.S. Growth Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard U.S. Growth Fund Investor Shares — None — Sold
Vanguard 500 Index Fund Admiral Shares — Int/Div — Buy (add'l)
Los Angeles Unified School Distinct Bond — Interest
San Joaquin Hills, CA Transp. Corridor Agency — Interest
California State Various Purpose Ref Ser- ABond — Interest
Santa Clara, CA Bond — Interest
Chino Basin. CA Bond — Interest
Los Angeles Department of Water and Power Bond — Interest
Investment Property #1, Mountain View CA (2014, $400,000 share) — None
Director, Silicon Valley Campaign for Legal Services
Agreement — 2015 — Munger, Tolles & Olson Partnershup Retirement Funds (see Part VIII for details)
Liability — Wells Fargo Home Mortage — Mortgage on Investment Property 2, Mountain View, CA (Part VII, line 62)
Reimbursement — ER EE TT — give talk for students — ed a ET ay a Ry [Te T. ThE NYU housing, dinner with moot court participants
Spouse's income — 2015 — Tarana Wireless Ine
Part Il. Agreements:
As per my agreement with the firm, the final pre-determined contribution to my retirement funds (based on work in 2014) was deposited according to the
estublished payment plan, The retirement plan continued upon my termination from the parmership. Part of the retirement plan account was rolled over in 2015,
us reflected in Part VII, lines 37, 46 & 47, and the rollover of the remaining part will be reflected in my 2016 Financial Disclosure Report.
Part VI. Liabilities:
My husband and 1 were co-borrowers with the other owner of this property, so we have listed the Value Code for the full mortgage on the property. Our share of
ownership 1s listed in Part VIL, line 62.
Part VIL. Investments and Trusts:
I have added comments relating to the specific lines of these transactions below.
Line:
1 Investment Account #1 was previously named Investment Account #6
5
5
Investment Account #2 was previously named Investment Account #7
32 This fund was renamed by Vanguard from "RevenueShares Small Cap Fund" to "Oppenheimer Rev Weighted Small Cap ETF”
44 This fund was renamed by Vanguard from "RevenueShares Small Cap Fund" to "Oppenheimer Rev Weighted Small Cap ETF*
45 Retirement Account #1 was previously listed as Retirement Account #2
48 Retirement Account #2 was previously listed as Retirement Account #3
62 This investment property is pintly owned with the other owner. Gross value ut the end of the reporting period represents the value owned directly by me and
my husband, and the value at the purchase date reprensents the total value of the property,
66 This fund was renamed by Vanguard from "RevenueShares Small Cap Fund" to "Oppenheimer Rev Weighted Small Cap ETF”
84 & 85 The Vanguard U.S. Growth Fund Investor Shares (line 85) were automatically converted to U.S, Growth Funds Admiral Shares (line 84)
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.