Lucy Haeran Koh
2018Annual
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Pull out the substance of this filing.
What was filed
12
investments
0
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
4
spouse income
Named parties
- American Bar Association
- University of Chicago
- Amencan Bar Associaton
- ARES. (Va TP eT IR aR
- State of California -- salary
- Stanford University -- salary
- New York Umiversity -- salary
- Thomson/Reuters «- book royalty
As filed
Wells Fargo Accounts — Interest
State of California Savings Plus Program — None
Amencan Funds Washington Mutual R6 — None
Nationwide Geneva Small Cap Gr R6 — None
Dodge & Cox Balanced — None
Lord Abbett Total Return RS — None
Vanguard Target Retirement 2035 Inv — None
Vanguard Target Inst Retirement 2035 — Int/Div
AMG Managers Fairpointe Mid Cap N — Int/Div
Invesco CollegeBound Age Based Portfolio — None
TIAA CREF ScholarShare Active Age- Based Portfolio — None
Vanguard Inst] Target Retire 2035 Ins — None
Reimbursement — American Bar Association — O4/122018-04/14/201 1 — Orlando, FL — Serve as Business Law Advisor at Spring Meeting — Airfare, ground transporanion, meals, hotel
Reimbursement — University of Chicago — O4/25/2018.04/267201 — Chicago, IL — Judge final round of moot Court competition — Aarfare, ground transporabion, hotel
Reimbursement — Amencan Bar Associaton — 09 12/2018-080/15/201 — Austin, TX — Serve as Business Law Advisor at Annual Meeting — Aarfare, ground trunsportation, meals, hotel
Reimbursement — ARES. (Va TP eT IR aR — to select Devitt Award recipient — BCE Can A RO 2, RP RY TINE. 4 Fai hotel
Spouse's income — 2018 — State of California -- salary
Spouse's income — 2018 — Stanford University -- salary
Spouse's income — 2018 — New York Umiversity -- salary
Spouse's income — 2018 — Thomson/Reuters «- book royalty
Part IV. Reimbursement
Opperman Foundation
1106/2018-1 1/08/2018
Washington, D.C.
Attend Devitt Award Ceremony at U.S. Supreme Court
Airfare, ground transportation, meals, hotel
Part VIL Investments and Trusts
In line 4, IronBridge Small Cap Fund changed names to Nationwide Geneva Small Cap Gr R6. | do not know why the fund changed names. 1 did nothing to cause
any change in the fund name.
Nearly all of my funds in Vanguard Target Retirement 2035 Inv (line 7) were moved to Vanguard Inst] Trgt Retire 2035 Ins (line 12). Ido not know why the funds
were moved. | did nothing to move the funds.
In line 8, Vanguard Target Retirement 2035, which is my husband's retirement account, changed names to Vanguard Inst Target Retirement 2035, My husband
does not know why the fund changed names. He did nothing to cause any change in the fund name.
In line 9, Aston Fairpomnte Mid Cap changed names to AMG Managers Fairpointe Mid Cap N. 1 do not know why the fund changed names. | did nothing to cause
any change in the fund name.
T understand that all income is reportable, whether taxable, tax deferred, or tax exempt. | further understand thar dividends that arc reinvested must be listed as
income. However, Part VII, lines 2-7 and 10-12 had no dividends, had no reinvestment of dividends, and thus had no reportable income in calendar year 2018.
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