Christopher B. Latham

2015Annual

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What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Cash Balance Plan
  • Pillsbury Winthrop Shaw Pittman LLP « partner draws

As filed

Rental Property, San Diego, CA (1994 $214,000) — Rent

Evergreen Ventures LLC — Int/Div

Wells Fargo Bank (deposit accounts) — Interest

ScholarShare 529 account (age-based portfolio)-daughter #1 — Int/Div

ScholarShare 529 account {(age-hased portfolio)-daughter #2 — Int/Div

Schwab Money Market — Interest

Pillsbury Winthrop Shaw Pittman Cash Balance Plan — Interest — Buy (add'l) — Cash Balance Plan

Schwab IRA #1-Money Market — Interest

Schwab IRA #1-Guggenheim S&P 500 Equal Weight ETF (RSP) — Int/Div

Schwab IRA #1-Vanguard FTSE Dev'd Markets ETF (VEA) — Int/Div — Buy

Schwab IRA #1-Vanguard Growth Fund (VUG)Y — Int

Schwab IRA #1-Vanguard Mid Cap Growth Fund (VOT) — Int/Div

Schwab IRA #1-Market Vectors ETF Trust Gold Miners Fund (GDX) — Int/Div — Sold

Schwab IRA #1-Market Vectors New ETF Junior Gold Miners (GDXJ) — Int./y — Sold

Schwab IRA #1-Powershares QQQ Trust Ser 1 (QQQ) — Ine

Schwab IRA #1-Vanguard Small Cap Growth Fund (VBK) — Int/Div

Schwab IRA #1-Vanguard Whitehall High Div. Yield ETF (VYM) — Int/Div

Schwab IRA #2-Money Market — Interest

Schwab IRA #2-Vanguard Mid Cap Value Fund (VOE) — Int/Div

Schwab IRA #2-Vanguard Small Cap Fund (VB) — Int/Div

Schwab IRA #2-ProShares Short 20+ Year Treas. ETF (TBF) — Int/Div

Schwab IRA #2-Financial Select Sector SPDR Fund (XLF) — Int/Div — Sold

Schwab IRA #2-Guggenheim S&P 500 Equal Weight Tech ETF (RYT) — Int/Div — Buy

Fidelity 401K-Cash BrokerageLink {(FDRXX) — Interest

Fidelity 401K-Vanguard Index Extended Market (VXF) — Int/Div

Fidelity 401K-Vanguard Index Total Stock Market (VT) — Int/Div

Fidelity 401K-Vanguard Star Fund (VXUS) — Int/Div

Fidelity 401K-ProShares Short Treas. (TBF) — Int/Div

Fidelity 401K-Chevron Corp New (common stock) (CVX) — Int/Div — Sold

Spouse's income — 2015 — Pillsbury Winthrop Shaw Pittman LLP « partner draws

"Schwab IRA #1" here includes those positions held in the reporting judge's IRA with Schwab.

“Schwab IRA #2" here includes those positions held in the reporting judge's wife's IRA with Schwab,

"Fidelity 401K" here includes those positions held in the reporting judge's wife's non-1RA retirement account with Fidelity.

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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Christopher B. Latham | Frix