Victor E. Bianchini

2011Annual

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

What was filed

  • 25

    investments

  • 5

    positions

  • 0

    gifts

  • 4

    agreements

  • 7

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Note
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • Flying Leathemecks Aviation Museum Historical Society Foundation
  • Mare Corps Recruit Depot Museum Historical Society
  • San Diego County Public Law Library Foundation
  • Veterun's Village of San Diego (Formerly known as Vietnam Veterans of San Diego)
  • Tender Loving Canine Wounded Warrior Helper Dogs
  • Chase National Bank
  • Wells Furgo Mortgage
  • Wells Fargo Mortgage
  • LSAA Bank Credit Card Services
  • American Express
  • Judicial retirement annuity for service as a Superior Court Judge
  • State of Cahforma, state university professor annuity

As filed

Deferred Compensation--County of San Diego — None

Deferred Compensation--U.S. Courts — None

Combined Defined Benefit Plan and 401k- AXA Advisors — Int/Div

John Hancock Technical Opportunities Urcixy — Buy (add'l) — Note

Harbor Capital Appreciation Fund (HACAX) — Buy (add'l) — 2

WT Investments CRM Mid Cap Value FUND (CRMMX) — Buy

Artisan Small Cap Value Fund (ARTVX) — 3

Blackrock International Opportunities Fund (BISIX) — Buy

Columbia Acorn Fund (ACRNX) — 4

Dodge & Cox Income Fund (DODIX)

Templeton Global Bond Fund (TPINX) — 6

Franklin Strategic Services Income Fund (FKSAX) — 7

Lord Abbett Bond Debenture Fund (LBNDX) — 8

Davis New York Venture Fund (NYVBX) — 9

Certificate of Deposit--Bank of America — Interest

Rental Property #1: San Diego, California — Reat

Rental Property #1: San Diego, California — Rent

Checking #1: Bank of America — Interest

Checking £2: Bank of America — Interest

Certificate of Deposit: Wells Fargo — Interest

Checking: Wells Fargo: Wells Fargo — Interest

Savings: Wells Fargo — Interest

IRA: John Hancock “No Control"

401k: Advanta Financial Corp. "No Control — None

Accumulator. AXA Advisors — None

Member, Board of Directors, Flying Leathemecks Aviation Museum Historical Society Foundation

Board of Directors & Immediate Past President, Mare Corps Recruit Depot Museum Historical Society

Member, Board of Directors, San Diego County Public Law Library Foundation

Vice Chair, Member of Board of Directors, Veterun's Village of San Diego (Formerly known as Vietnam Veterans of San Diego)

Advisor, Tender Loving Canine Wounded Warrior Helper Dogs

Agreement — 2002 — Judicial Retirement Plan, State of California. The State of California pays this annuity over which 1 have no control

Agreement — 2002 — County of San Diego Deferred Compensation Plan. This is paid from sole contributions by me to this plan, from which I will be obligated to withdraw funds.

Agreement — 2002 — State of California Judicial 401k plan. This is &lso in the nature of deferred compensation, and arose from my position as a Superior Court Judge.

Agreement — 2003 — Defined Benefit Plan arising out of activities as a mediator/arbitritor from 2002-2006, This has been converted to a 401k investment plan with AXA Advisors.

Liability — Chase National Bank — Visa Credit Card

Liability — Wells Furgo Mortgage — Mortgage on Rental Property

Liability — Wells Fargo Mortgage — Mortgage on Rental Property

Liability — Wells Fargo Mortgage — Mortgage on Rental Property

Liability — Wells Fargo Mortgage — Mortgage on Rental Property

Liability — LSAA Bank Credit Card Services — MasterCard

Liability — American Express — Visa Credit Card/Costeco Membership Card

Income — 2010 — Judicial retirement annuity for service as a Superior Court Judge — $126,000.00

Income — 2010 — State of Cahforma, state university professor annuity — SS. 700.00

1. My spouse has no control over the selection of stocks. All of my investments are Mutual Funds and therefore | have no control over stocks

2. Accumulator is an annuity program where my interest is only income. The corpus will go to

upon my death.

Note 1- John Hancock Technical Opportunities Fund was orginally purchased on 9/2/2009 with value code K.

Note 2- Harbor Capital Appreciation Fund was originally purchased on 10/22/08 with value code K.,

Note 3- Artisan Small Cap Value Fund was originally purchased on 9/2/2009 with value code J.

Note 4- Columbia Acom Fund was onginally purchased on 9/2/2009 with value code 1.

Note 5- Dodge & Cox Income Fund was originally purchased on 4/18/2008 with value code K.

Note 6- Templeton Global Bond Fund was originally purchased on 4/18/2008 with value code K.

Note 7- Franklin Strategic Services Income Fund was originally purchased on 4/18/2008 with value code K.

Note 8- Lord Abbet Bond Debenture Fund was originally purchased on 4/18/2008 with value code K.

Note 9- Duvis New York Venture Fund was originally purchased on 10/13/2008 with value code K.

The assets listed on lines 4-6, 10, and 11 of my 2009 report were mistakenly included as | did not own those assets during 2009.

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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Victor E. Bianchini | Frix