Richard A. Paez

What was filed

113
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income

Named parties

Westen Justice Center, Pasadena, CA
California Judges Retirement System
Davita Health Care Parmers (salary)

As filed

IRA Z(H)

Strategic Advisers Core Fund (FCSAX) — Int/Div — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Buy (add'l)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Buy (add'l)

Strategic Advisers Growth Fund (FSGFX) — Int/Div — Buy (add'l)

Strategic Advisers Growth Fund (FSGFX) — Buy (add'l)

Strategic Advisers Val. Fund (FVSAX) — Int/Div — Buy (add'l)

Strategic Advisers Val. Fund (FVSAX) — Buy (add'l)

Strategic Advisers Emerging Markets (FSAMX) — Int/Div — Buy

Strategic Advisers Emerging Markets (FSAMX) — Sold (part)

Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)

Strategic Advisers Small-mid Cap Fund (FSCFX) — Int/Div — Buy (add'l)

Strategic Advisers Small-mid Cap Fund (FSCFX) — Buy (add'l)

Strategic Advisers International Fund (FILFX) — Int/Div — Buy

Strategic Advisers International Fund (FILFX) — Buy (add'l)

Strategic Advisers International Fund (FILFX) — Sold (part)

Strategic Advisers International Fund (FILFX) — Buy (add'l)

Fidelity SAl U.S. Large Cap Index (FLCPX) — Int/Div — Sold (part)

Fidelity SAI Intl Index (FIONX) — Int/Div — Buy (add'l)

Fidelity SAI Emerging Markets Index (FERGX) — Int/Div — Buy

Fidelity SAI Emerging Markets Index (FERGX) — Buy (add'l)

Fidelity SAI US Quality Index Fund (FUQIX) — Int/Div — Sold

Fidelity SAI Intl Min Vol Index Fd (FSKLX) — Int/Div — Sold (part)

Fidelity SAI Intl Min Vol Index Fd (FSKLX) — Buy (add'l)

Fidelity SAI Intl Min Vol Index Fd (FSKLX) — Sold (part)

Fidelity SAI Intl Min Vol Index Fd (FSKLX) — Sold

Fidelity SA1 US Min Vol Index Fd (FSUVX) — Int/Div — Sold

AQR Equity Mkt Neutral CIN (QMNNX) — Int/Div — Buy (add'l)

AQR Managed Futures Fund CL N (AOMNX) — None — Buy (add'l)

ASG Managed Fut Strat Fund C1'Y (ASFYX) — Int/Div — Buy (add'l)

SEI US Managed Vol Fund C1 Y (SUSYX) — Int/Div — Sold (part)

SEI US Managed Vol Fund C1 Y (SUSYX) — Sold (part)

SEI US Managed Vol Fund C1 Y (SUSYX) — Sold

Strategic Advisers Sht Duration Fund (FAUDX) — Int/Div — Sold (part)

Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)

Strategic Advisers Sht Duration Fund (FAUDX) — Sold (part)

Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)

Strategic Advisers Sht Duration Fund (FAUDX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Int/Div — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Doubleline Tot Ret Bd Fd CIN (DLNTX) — Int/Div — Sold (part)

Doubleline Tot Ret Bd Fd CIN (DLNTX) — Sold (part)

Eaton Vance Global MACRO ABSLTE RT CLI (EFIGMX) — Int/Div

Pimco Commodity Real Return Inst (PCRIX) — Int/Div — Buy

FIMM Govt Port: Inst'l CL (FRGXX) — Int/Div — Sold (part)

FIMM Govt Port: Inst'l CL (FRGXX) — Buy (add'l)

FIMM Govt Port: Inst'l CL (FRGXX) — Sold (part)

FIMM Govt Port: Inst'l CL (FRGXX) — Buy (add'l)

FIMM Govt Port: Inst'l CL (FRGXX) — Sold (part)

FIMM Govt Port: Inst'l CL (FRGXX) — Buy (add'l)

IRA £2 (H)

Fidelity Asset Mgr 30% (FTANX) — Int/Div — Sold (part)

BROKERAGE #1 (H)

Fidelity Government Money Market (SPAXX) (cash) (X) — Interest

Fidelity CA Muni MM (FCFXX) — None

Fidelity Asset Mgr 20% (FASIX) — Int/Div

BROKERAGE 22 (H)

Fidelity Magellan (FMAGX) — Int/Div

401K 21 (H)

Fidelity Govt Money Market (SPAXX) — Interest

Fidelity Intl Index (formerly Fid Intl Index POUUFSIVX) — Int/Div

Lazard Emerg Mkts Eq Is (LZEMX) — Int/Div

AF Europace Growth R6 (RERGX) — Int/Div

Looms Sm Cap Growth N (LSSNX) — Int/Div

Fidelity Ext Mkt Idx (formerly Fid Ext mkt Idx PRYVIFSEVX) — Int/Div

Fidelity Low Priced Stk K (FLPKX) (Y)

MFS Mid Cap Growth R6 (OTCKX) — Int/Div

Vanguard Inst Index (VINIX) — Int/Div

Vanguard Windsor Il ADM — Int/Div

Vanguard Primecap ADM (VPMAX) — Int/Div

Pimco Tot Return Inst (P1TTRX) — Int/Div

Vanguard Tot Bd Mkt Inst (VBTIX) — Int/Div

COLLEGE ACCT #1 (H)

Fidelity Asset Mer 70% (FASGX) — Int/Div

COLLEGE ACCT £2 (H)

Fidelity Asset Mgr 70% (FASGX) — Int/Div

Board of Directors, Westen Justice Center, Pasadena, CA

Agreement — 1986 — Califormia Judges Retirement System

Income — 2018 — California Judges Retirement System — $90,335.00

Spouse's income — 2018 — Davita Health Care Parmers (salary)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.