# Donna M. Ryu

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12870

## Record

- **Judge:** Donna M. Ryu
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 10

## Text

Brokerage Account - Indv
Vanguard Bond ETF (BND) — Int/Div — Sold (part)
iShares MSC EFA ETF (EFA) — Int/Div — Buy
iShares MSCI EFA ETF (EFA) — Buy (add'l)
iShares MSC EFA ETF (EFA) — Sold (part)
iShares MidCap ETF (L1H) — Int/Div — Sold (part)
Money Market Fund (SWSXX) — Int/Div
iShares Russel 2000 Value ETF (TWN) — Int/Div — Sold (part)
iShares Russel 1000 Value ETF (IWD) — Int/Div — Sold (part)
iShares Russel 1000 Growth ETF (IWF) — Int/Div — Sold (part)
Vanguard Emerging Markets ETF (VWO) — Int/Div — Sold (part)
Brokerage Account - SEP IRA
Vanguard Bond ETF (BND) — Int/Div — Buy
Vanguard Bond ETF (BND) — Buy (add'l)
Vanguard Bond ETF (BND) — Sold (part)
iShares MSC EFA ETF (EFA) — Int/Div — Buy
iShares MidCap ETF (1JH) — Int/Div — Sold (part)
Money Market Fund (SWGXX) — Int/Div
iShares Russel 1000 Growth ETF (IWF) — Int/Div — Sold (part)
iShares Russel 1000 Growth ETF (IWF) — Sold (part)
iShares Russel 2000 Value ETF (TWN) — Int/Div — Sold (part)
iShares Russel 2000 Value ETF (TWN) — Buy
iShares Russel 2000 Value ETF (TWN) — Sold (part)
Vanguard Emerging Markets E1rF (VWO) — Int/Div — Buy
iShares Russel 1000 Value ETF (IWD) — Int/Div — Sold (part)
iShares Russel 1000 Value ETF (IWD) — Sold (part)
Brokerage Account - Roth IRA
Vanguard Bond ETF (BND) — Int/Div
iShares Emerging Markets ETF (EEM) — Int/Div
iShares MSCI EFA ETF (EFA) — Int/Div
iShares MidCap ETF (L1H) — Int/Div
Money Market Fund (SWGXX) — Int/Div
iShares Russel 1000 Value ETF (WD) — Int/Div
iShares Russel 1000 Growth ETF (IWF) — Int/Div
iShares Russel 2000 Value ETF (IWN) — Int/Div
University of California CAP
Fixed Account (no selection of funds available) — Interest
529 College Savings Plan
Age Based Portfolio - 18 & Over Index — Buy
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Int/Div — Sold (part)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Int/Div — Sold (part)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Int/Div — Sold (part)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Buy (add'l)
Age Based Portfolio - 18 & Over Index — Int/Div — Sold (part)
Wells Fargo Bank Accounts — Int
Provident Credit Union Accounts — Int/Div
ING Direct Accounts — Int/Div
Co-Trustee, Revocable Trust Agreement re member's estate
Agreement — 2002 — University of California Retirement Plan (pension on retirement)
Part |, and Part VIL

Part 1:

Line 1: Trust for the benefit of

member,

-1 am not the owner or grantor of the trust, | am solely the co-trustee of a revocable trust created for the benefit of a

member.

-I am a co-trustee for the convenience of

member, and | have not received any income through the trust or trust assets. In an abundance of caution, |

in Section VIL, at lines 89-90, but that have since been instructed not to list the house in Section VII,

had previously listed the trust property

since it is not an investment, and | do not receive any income of any kind from

the trust,

PanVii:

Lines 39-40: The University of California Capital Accumulation Provision (CAP) account is a supplemental benefit plan held by the University of California. |

have no input in selecting how these funds are mvested.

Lines 89-90: see explanation above re Part I, Line 1,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12870. Public record. Not legal advice.