# Donna M. Ryu

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13761

## Record

- **Judge:** Donna M. Ryu
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 11

## Text

Brokerage Account - Indv
Vanguard Bond ETF (BND) — Int/Div — Buy
Vanguard Bond ETF (BND) — Sold (part)
Shares MSC EFA ETF (EFA) — Int/Div — Buy
iShares MSC EFA ETF (EFA) — Buy (add'l)
iShares MSCI EFA ETF (EFA) — Int/Div — Sold (part)
iShares MidCap ETF (LIH) — 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)
iShares Russel 1000 Growth ETF (IWF) — Sold (part)
Vanguard Emerging Markets ETF (VWO) — Int/Div
Brokerage Account - SEP IRA
Vanguard Bond ETF (BND) — Int/Div — Buy
Vanguard Bond ETF (BND) — Buy (add'l)
Vanguard Bond ETF (BND) — Buy (add'l)
Vanguard Bond ETF (BND) — Buy (add'l)
iShares MSC! EFA ETF (EFA) — Int/Div — Buy
iShares MSCI EFA ETF (EFA) — Buy (add'l)
iShares MSCI EFA ETF (EFA) — Buy (add'l)
iShares MidCap ETF (JH) — Int/Div — Buy
iShares MidCap ETF (L1H) — Sold (part)
iShares MidCap ETF (L1H) — Sold (part)
iShares MidCap ETF (JH) — Sold (part)
Money Market Fund (SWGXX) — Int/Div
iShares Russel 1000 Growth ETF (IWF) — Int/Div — Sold (part)
iShares Russel 1000 Growth ETF (IWF) — Buy
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
Vanguard Emerging Markets E1F (VWO) — Int/Div — Buy
Vanguard Emerging Markets ETF (VWO) — Buy (add'l)
iShares Russel 1000 Value ETF (WD) — Int/Div — Sold (part)
iShares Russel 1000 Value ETF (WD) — Buy
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 MSC! EFA ETF (EFA) — Int/Div — Buy
iShares MidCap ETF (L1H) — Int/Div
Money Market Fund (SWGXX) — Int/Div
iShares Russel 1000 Value ETF (IWD) — Int/Div
iShares Russel 1000 Growth ETF (IWF) — Int/Div
iShares Russel 2000 Value ETF (TWN) — Int/Div
University of California CAP
Fixed Account (no selection of funds available) — Interest
University of California DCP
Spartan 500 Index Fund — Int/Div — Sold
Spartan US Bond Index Fund X — Int/Div — Sold
Fidelity Value Discovery Fund — Int/Div — Sold
Spartan International Index Fund — Int/Div — Sold
Fidelity Small Cap Stock Fund — Int/Div — Sold
University of California 403(b)
Spartan 500 Index Fund — Int/Div — Sold
Spartan US Bond Index Fund X — Int/Div — Sold
Fidelity Value Discovery Fund — Int/Div — Sold
Spartan International Index Fund — Int/Div — Sold
Fidelity Small Cap Stock Fund — Int/Div — Sold
529 College Savings Plan
Portfolio 2009 Index Fund — None — Buy
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Sold (part)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — None — Buy (add'l)
Portfolio 2009 Index Fund — with line 79)
Age Based Portfolio - 18 & Over Index — None — Buy (add'l)
Age Based Portfolio - 18 & Over Index — None — Buy (add'l)
Age Based Portfolio - 18 & Over Index — None — Sold (part)
Wells Fargo Bank Accounts — Int/Div
Provident Credit Union Accounts — Int/Div
ING Direct Accounts — Int/Div
Trust for the benefit of 000 member
Real Estate & Personal Property, [mms [ — None
Co-Trustee, Revocable Trust Agreement re [0 member's estate
Agreement — 2002 — University of California Retirement Plan (pension on retirement)
Part |, and Part VIL

Line 89: Trust for the benefit of [01 member.

«Lam not the owner or grantor of the trust, | am solely the co-trustee of a revocable trust created for the benefit of al member

PartVI1I Lines 49-50: 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.

Part VII Lines 66-81: The custodian of the 529 College Savings Plan changed mid-year (reflected on line 78), | had no say in this change and it happened

automatically.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13761. Public record. Not legal advice.