Michelle Taryn Friedland

2015Annual

Ask Donna

Pull out the substance of this filing.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.