Sheri Bluebond

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 64

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Los Angeles Bankruptcy Forum
  • Trust No.
  • Los Angeles County Bar Association
  • American College of Bankruptcy Foundation
  • California Bankruptcy Forum Conference
  • Nanonal Conference of Bankruptcy Judges
  • GlassRamer Advisory & Capital Group LLC -- Salary

As filed

Microsoft. common stock — Int/Div

General Electric. common stock — Int/Div — Sold

Pfizer. common stock — Int/Div — Sold

Scholarshare Active Age-Based Portfolio — None

VCA Inc.. common stock (See Section VII — None — Sold

Trust #1

Wells Fargo Bank (Accounts) — Interest

Stamps.com, common stock — None

First Eagle Global Mutual Fund — Int/Div

Fidelity Gov't Cash Reserve fka Fidelity Municipal Money Market Fund — Int/Div

Fidelity California Municipal Income Fund — Int/Div — Buy (add'l)

Fidelity California Municipal Income Fund — Buy (add'l)

Fidelity California Municipal Income Fund — Buy (add'l)

Fidelity California Municipal Income Fund — Buy (add'l)

Deutsche Mngd Muni Bd Fd — Int/Div

Invesco Int'l Growth Fund — Int/Div

Artisan Value Fund Investor CL — Int/Div — Sold (part)

Artisan Small Cap Fund Investor CL — Int/Div

Fidelity Small Cap Value Fund — Int/Div

Fidelity Growth Company Fund — Int/Div

Fidelity Advisor New Insights CL — None — Sold

Fidelity Low Priced Stock Fund — None — Sold

IShares TR Russell 1000 ETF — Int/Div — Sold (part)

IShares TR Russell Midcap ETF — Int/Div

IShares Russell 1000 Growth ETF — Int/Div — Sold (part)

IShares Russell 1000 Growth ETF — Sold (part)

IShares TR EAFE Growth ETF — None — Sold

IShares Inc. Core MSC Emerg Markets — Int/Div

IShares TR Russell Midcap Value Index ETF — Int/Div

SMFS Int'l Diversification Fund A — Int/Div — Sold (part)

MFS Int'l Value Fund CL A — Int/Div — Sold (part)

Morgan Stanley Global Real Estate Port — None — Sold

T Rowe Price Small Cap Stock Advisor CL — None — Sold

T Rowe Price Tax Free High Yield — Int/Div — Buy (add'l)

T Rowe Price Tax Free High Yield — Buy (add'l)

T Rowe Price Tax Free High Yield — Buy (add'l)

Prudential Jenison Mid Cap Growth CL A Fund — Int/Div — Sold (part)

Vanguard Index FDS Vanguard Value — Int/Div — Sold (part)

Vanguard Index FDS Vanguard Growth — Int/Div

Wells Fargo Ultra Short Term Muni Inc — Int/Div — Buy (add'l)

Wells Fargo Ultra Short Term Muni Inc — Buy (add'l)

Wells Fargo Ultra Short Term Muni Inc — Sold (part)

Wells Fargo Muni Bond Fd-Admin CL — Int/Div

Oppenheimer Int'l Growth CLI — Int/Div — Sold (part)

Oppenheimer Int'l Growth CLI — Sold (part)

Sector Spdr TR SHS Ben Int'l Fin'l — None — Sold

Wasatch Frontier Emerging Small Cos — None — Sold (part)

Wasatch Frontier Emerging Small Cos — Buy (add'l)

Wasatch Frontier Emerging Small Cos — Sold

Templeton Global Bond Fund Class A — Int/Div — Buy (add'l)

Causeway Emerging Markets Fund — Int/Div — Sold (part)

Eaton Vance Income Fund of Boston — Int/Div — Sold (part)

Eaton Vance Income Fund of Boston — Sold

Vanguard Sector Index FDS Vanguard — Int/Div

Aberdeen Emerging Markets FD — Int/Div — Sold (part)

Invesco Convertible Securities FD — Int/Div — Sold (part)

Oakmark Int'l Investor FD (see note in part vin — Int/Div

Blackrock Nat'l Muni Fund — Int/Div — Buy

Blackrock Nat'l Muni Fund — Buy (add'l)

Blackrock Nat'l Muni Fund — Buy (add'l)

Blackrock Nat'l Muni Fund — Buy (add'l)

Mainstay Tax Free Bd C1 A — Int/Div — Buy

Mainstay Tax Free Bd C1 A — Buy (add'l)

Flexshares Trust Momingstar Global — Int/Div — Buy

Member, Board of Trustees, Los Angeles Bankruptcy Forum

Trustee, Trust No.

Member, Board of Trustees, Los Angeles County Bar Association

Member, Board of Governors, American College of Bankruptcy Foundation

Reimbursement — California Bankruptcy Forum Conference — 05/18 to 05/2172017 — San Diego, CA — Speiker at Annual Conference — Hotel, Meals, Tuition

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10007 to 10/1172017 — Las Vegas, NV — Attendance at Annual Meeting and Conference — Hotel

Spouse's income — 2017 — GlassRamer Advisory & Capital Group LLC -- Salary

The entries that appear in Part VII of this report refer to my assets (with the exception of line 4, which refers to 529 accounts held for the SIRE,

and line 5, which refers to stock held for the JU). Tam not reporting assets that belong to my spouse, as, due to a premarital agreement, these

assets are the sole financial interest and responsibility of my spouse and are not derived from any of my assets, income or activities, I, as the reporting person, do

not derive or expect to derive a benefit of any kind from my spouses assets und have no knowledge of the assets or uctivities related to these assets.

| have omitted any reference to the common stock of Capstone Turbine Corp. in Part VII of this report, although | still own it, as | did not receive any income

during the reporting period and the value of the stock has fallen below the reporting limit.

The mutual fund identified on line 57 of Part VII of this report (Oukmark International Investor Fund) was inadvertently omitted from my annual report for 2016.

The entry for 2016 should have reflected that I received dividends from this fund during 2016 of $1,000 or less {Amount Code A); that the value at the end of the

reporting period was $15,000 or less (Value Code J); that the valuation method was cash market (Value Method Code T); that | bought the asset on 02/18/16; and

that | paid less than $15,000 for the asset (Value Code J).

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.

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Sheri Bluebond | Frix