# Marsha Siegel Berzon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12491 ## Record - **Judge:** Marsha Siegel Berzon - **Year:** 2012 - **Report type:** Annual - **Pages:** 8 ## Text IRA #2 — Int/Div AMCAP FUND - CLASS A IRA #1 ACCOUNT) — Int/Div BANK OF AMERICA ACCOUNTS — Interest CITIBANK ACCOUNTS — Interest FIRST REPUBLIC BANK ACCOUNTS — Interest STERLING BANK & TRUST ACCOUNTS — Interest UNION BANK ACCOUNTS — Interest US BANK ACCOUNTS — Interest COCA COLA COMPANY - COMMON STOCK — Int/Div COMCAST CORP NEW CL A COMMON STOCK — Int/Div CORNING INC « COMMON STOCK — Int/Div FRONTIER COMMUNICATIONS COMMON STOCK — Int/Div LSICORPORATION « COMMON STOCK — None NSTAR «- COMMON STOCK *1 — Int/Div NORTHEAST UTILITIES - COMMON STOCK (FORMERLY NSTAR *) — Int/Div PEPSICO INCORPORATED - COMMON STOCK — Int/Div PUB SVC ENT GROUP INC - COMMON STOCK — Int/Div VERIZON COMMUNICATIONS COMMON STOCK — Int/Div VODAFONE GROUP NEW ADR F COMMON STOCK — Int/Div DREYFUS ACTIVE MIDCAP FD — Int/Div DREYFUS APPRECIATION FUND — Int/Div DREYFUS OPPORTUNISTIC — None RSMID CAP OPPORTUNITIES FUND — None SCHWAB PREMIER EQUITY SELECT SHARES *2 — Int/Div TANAKA GROWTH FUNDCLR — None SCHWAB CA MUNI MONEY FUND (SWEEP) — Int/Div SCHWAB CA MUNI MONEY FUND INON-SWEEP) — Int/Div FIDELITY CA AMT TAX FREE MMKT INST CLASS — Int/Div AMERICAN FUNDS FUNDAMENTAL INVESTORS FIDELITY SPARTAN 500 INDEX FUND — Buy (add'l) FIDELITY SPARTAN 500 INDEX FUND Lx — Sold VANGUARD S00 INDEX FUND (SIG) *4 — Buy VANGUARD TARGET RETIREMENT INCOME FUND (INV) — Buy (add'l) VANGUARD TARGET RETIREMENT 2015 FUND (INV) — Buy (add'l) VANGUARD TARGET RETIREMENT 2025 FUND (INV) — Buy (add'l) WASHINGTON MUTUAL INVESTORS FUND - CLASS A AMERICAN FUNDS - EUROPACIFIC GROWTHFUND -CL A AMERICAN FUNDS - THE GROWTH FUND OF AMERICA - CL A AMERICAN FUNDS - NEW PERSPECTIVE FUND -CL A AMERICAN FUNDS - FUNDAMENTAL INVESTORS - CL A AMERICAN FUNDS - CAPITAL INCOME BUILDER < A AMERICAN FUNDS - THE INCOME FUND OF AMERICA -CL A AMERICAN FUNDS - AMERICAN BALANCED FUND -CL A CAPITAL ACCOUNT IN LAW FIRM PARTNERSHIP *5 — Interest Reimbursement — FORDHAM UNIVERSITY — 02/292012-03404201 — NEW YORK. NY — EDUCATIONAL ACTIVITY — TRAVEL, LODGING, MEALS Reimbursement — UNIVERSITY OF TENNESSEE — 10/17/2012-10/19°201, — KNOXVILLE, TN — EDUCATIONAL ACTIVITY — TRAVEL, LODGING, MEALS Reimbursement — WASHINGTON COLLEGE OF LAW — ACTIVITY Reimbursement — CALIFORNIA — ASSOCIATION. ACTIVITY Income — 2012 — UC HASTINGS COLLEGE OF THE LAW - TEACHING — S3.060.00 *1I NSTAR MERGED WITH NORTHEAST UTILITIES ON APRIL 10, 2012. *2 SCHWAB PREMIER EQUITY SELECT SHARES MERGED WITH SCHWAB CORE EQUITY FUND ON SEPTEMBER 7, 2012 *3 ACCOUNTTRAX CHANGED ITS NAME TO VERISIGHT IN 2012, *4 TRANSACTION OCCURRED DUE TO CHANGE IN THE MENU OF FUNDS OFFERED BY THE PLAN, *S THE EARNINGS REPORTED IN PART VII REPRESENT THE DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12491. Public record. Not legal advice.