# Marsha Siegel Berzon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15309

## Record

- **Judge:** Marsha Siegel Berzon
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 9

## Text

BANK OF AMERICA ACCOUNTS — Interest
CITIBANK ACCOUNTS *3 — Interest
FIRST REPUBLIC BANK ACCOUNTS =} — Interest
STERLING BANK & TRUST ACCOUNTS 3 — Interest
UNION BANK ACCOUNTS =3 — Interest
US BANK ACCOUNTS *3 — Interest
COCA COLA COMPANY - COMMON STOCK — Int/Div
COMCAST CORP NEW CL A COMMON STOCK — Int/Div
CORNING INC « COMMON STOCK — Int/Div
FRONTIER COMMUNICATIONS (X) — Int/Div
LSICORPORATION « COMMON STOCK — None
NSTAR « COMMON STOCK — Int/Div
PEPSICO INCORPORATED - COMMON STOCK — Int/Div
PUB SVC ENT GROUP INC - COMMON STOCK — Int/Div
VERIZON COMMICATIONS - COMMON STOCK — Int/Div
VODAFONE GROUP NEW ADR F — Int/Div
DREYFUS ACTIVE MIDCAP FUND — Int/Div
DREYFUS APPRECIATION FUND — Int/Div
DREYFUS EMERGING LEADERS FUND Lod — Int/Div
RS MID CAP OPPORTUNITIES FUND — None
SCHWAB PREMIER EQUITY SELECT SHARES — Int/Div
SCHWAB CA MUNI MONEY FUND (SWEEP) — Int/Div
SCHWAB CA MUNI MONEY FUND INONSWEEP) — Int/Div
FIDELITY CA AMT TAX FREE MMKT INST CLASS — Int/Div
ACCOUNTRAX RETIREMENT ACCOUNT — Int/Div
AMERICAN FUNDS FUNDAMENTAL INVESTORS
FIDELITY SPARTAN SOO INDEX FUND — Buy (add'l)
VANGUARD TARGET RETIREMENT INCOME FUND (INV) — Buy (add'l)
VANGUARD TARGET RETIREMENT 2018 FUND (INV) — Buy (add'l)
VANGUARD TARGET RETIREMENT 2025 FUND (INV) — Buy (add'l)
IRA #4 ACCOUNT) — Int/Div
AMCAP FUND <CLASS A
WASHINGTON MUTUAL INVESTORS FUND - CLASS A
IRA £2 — Int/Div
AMERICAN FUNDS - EUROPACIFIC GROWTHFUND -CL A
AMERICAN FUNDS - THE GROWTH FUND OF AMERICA - CL A
AMERICAN FUNDS - NEW PERSPECTIVE FUND -CL A
AMERICAN FUNDS - FUNDAMENTAL INVESTORS - CL A
AMERICAN FUNDS - CAPITAL INCOME BUILDER < A
AMERICAN FUNDS - THE INCOME FUND OF AMERICA -CL A
AMERICAN FUNDS - AMERICAN BALANCED -CL A
CAPITAL ACCOUNT IN LAW FIRM PARTNERSHIP *1 — Interest
Reimbursement — UNIVERSITY OF SOUTHERN CALIFORNIA — 3472001 < 3/5/2011 — LOS ANGELES, CA — EDUCATIONAL ACTIVITY — TRAVEL, LODGING, MEALS
Reimbursement — CALIFORNIA JUDICIAL CONFERENCE — ASSOCIATION. ACTIVITY
Reimbursement — CONSTITUTION SOCIETY — ASSOCIATION ACTIVITY
Income — 997201 — HARVARD UNIVERSITY, RADCLIFFE INSTITUTE FOR ADVANCED STUDY - TEACHING — S1.000.00
Income — 2011 — UC HASTINGS COLLEGE OF THE LAW - TEACHING — S31.060.00
*1 THE EARNINGS REPORTED IN PART VII REPRESENT THE

DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME.

*2 DREYFUS EMERGING LEADERS MERGED WITH DREYFUS OPPORTUNISTIC ON 12/15/2011

*3 IN PRIOR YEARS, EACH ACCOUNT FROM THIS FINANCIAL INSTITUTION

VAS LISTED SEPARATELY. IN ACCORDANCE WITH REPORT

INSTRUCTIONS, INCOME AND VALUE AMOUNTS FOR INDIVIDUAL ACCOUN

ARE NOW REPORTED IN THE AGGREGATE FOR EACH

INSTITUTION.

“4 INJANUARY 2011, AS A RESULT OF A RE-ORGANIZATION, ALL ASSETS OF BOTH "EMBARCADERO ABSOLUTE" AND "EMBARCADERO

MARKET" WERE TRANSFERRED TO "TANAKA GROWTH FUND CL R".

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15309. Public record. Not legal advice.
