Sandra R. Klein
2014Annual
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What was filed
87
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Chase
As filed
Venzon — Int/Div
VXX — None
VPU — Int/Div
Brokerage #1 (H)
Altna — Int/Div
British Petroleum — Int/Div
Bristol Myers Squibb — Int/Div
Walt Disney — Int/Div
Frontier Communications — Int/Div
Hewlett Packard — Int/Div
Kraft Foods — Int/Div
Mondelez — Int/Div
Microsoft — Int/Div
Pfizer — Int/Div
Philip Morris Intemational — Int/Div
Annaly Capital - NLY — Int/Div
Tyler Technologies — None
l-shares Silver Trust - SLV — None
Cash in Wells Fargo Bank Deposit Sweep Accoumt* — Interest
Brokerage #2 (H)
Apache — Int/Div
Devon Energy — Int/Div
Exxon Mobil — Int/Div
Highmark California MMA — Int/Div
401K &! DE — Int/Div
UB Stable Value Fund
Vanguard Target Ret. 2025
Metropolitan West Total Return
401K #2 (fka Wells Fargo 401-K #2) — Int/Div
WF Stable Value Fund
US Bond Index Fund
Vanguard IRA 2] — Int/Div
Equity Income Fund
Morgan Growth Fund
Value Index Fund
Windsor Fund
Lifestrategy Growth Fund
Prime Money Market Fund
Global Equity Fund
Pacific Stock Index Fund
Wellington Fund
Energy Fund
Strategic Equity Fund
REIT Index Fund
Vanguard 529 Plan #1 — Int/Div
Income Fund
Vanguard 529 Plan #2 — Int/Div
Income Fund
Vanguard 529 Plan #3 — Int/Div
Income Fund
Brokerage #3 (H)
WF Calif. MMA (fka Wells Fargo Calif MMA) — Int/Div
Altna — Int/Div
British Petroleum — Int/Div
Bristol Myers Squibb — Int/Div
General Electric — Int/Div
Pfizer — Int/Div
Philip Morris Int'l — Int/Div
Brokerage #4 (H)
Highmark Calif. MMA — Int/Div
Apache — Int/Div
Coca Cola — Int/Div
Devon Energy — Int/Div
Exxon Mobil — Int/Div
Fidelity Brokerage #5
Fidelity Cash Reserves — Int/Div
Worldwide — Int/Div
Asset Manager 70% — Int/Div
Magellan — Int/Div
Growth & Income — Int/Div
Fidelity IRA #2 — Int/Div
Stock Selector Large Cap Value
Fifty
Balanced
Select Energy
Value
Fidelity IRA #3 — Int/Div
Real Estate Investment
Select Energy
Select Defense & Aerospace
Fidelity Brokerage #6 (Joint)
Calif. MMA — Int/Div
Rental property #1 - Redondo Beach, CA — Reat
Rental property #2 - Redondo Beach, CA — Rent
Rental property #3 - Redondo Beach, CA — Rent
Brokerage #7 (H)
MUF) — Int/Div
Liability — Chase — Mortgage on Rental Property #1
Liability — Chase — Mortgage on Rental Property #2
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.