Richard A. Paez

What was filed

80
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
1
spouse income

Named parties

Westen Justice Center, Pasadena, CA
NYU Law School
Yale Law School
California Judges Retirement System
Davita Health Care Partners - Salary

As filed

Fidelity Magellan — Int/Div

Fidelity Asset Mgr 30% (IRA) — Int/Div

Fidelity Asset Mgr 20% — Int/Div

Fidelity CA Muni MM — Int/Div — Buy (add'l)

Bank Hapoalin (CD) — Interest — Redeemed

Davita Health Care Partners Med Grp 401K) Retiremt Plan Mod Risk — Int/Div

Fidelity PAS (IRA Sp) See Note & transactions below

Strategic Advisers Small-mid Cap Fund — Int/Div — Buy (add'l)

Strategic Advisers Small-mid Cap Fund — Sold (part)

Strategic Advisers Val. Fund — Int/Div — Sold (part)

Strategic Advisers Val. Fund — Sold (part)

Strategic Adv Val. Fund — Sold (part)

Strategoc Advisers Core Income Fund — Int/Div — Sold (part)

Strategoc Advisers Core Income Fund — Sold (part)

Strategoc Advisers Core Income Fund — Buy (add'l)

Strategic Advisers Core Fund — Int/Div — Buy (add'l)

Strategic Advisers Core Fund — Sold (part)

Strategic Advisers Int'l Fund — Int/Div — Buy (add'l)

Strategic Advisers Int'l Fund — Sold (part)

Strategic Advisers Growth Fund — Int/Div — Sold (part)

Strategic Advisers Growth Fund — Buy (add'l)

Strategic Advisers Growth Fund — Sold (part)

Strategic Advisers Growth Fund — Buy (add'l)

Strategic Advisers Emerging Markets — Int/Div — Buy (add'l)

Strategic Advisers Emerging Markets — Sold (part)

FIMM Market Port Inst CL — Int/Div — Buy (add'l)

FIMM Market Port Inst CL — Sold

FIMM Govt Port: Inst] CL — Int/Div — Buy

FIMM Govt Port: Inst] CL — Buy (add'l)

FIMM Govt Port: Inst] CL — Sold (part)

S10. — Sold (part)

Merger Fund — Int/Div — Sold (part)

Merger Fund — Sold (part)

Merger Fund — Sold

Strategic Advisers Income Opportunies — Int/Div — Sold (part)

Strategic Advisers Income Opportunies — Sold (part)

Strategic Advisers Sht Duration Fund — Int/Div — Buy (add'l)

Strategic Advisers Sht Duration Fund — Buy (add'l)

Strategic Advisers Sht Duration Fund — Sold (part)

Blackstone Alt. MulTi Mgr — Int/Div — Sold (part)

Blackstone Alt. MulTi Mgr — Sold (part)

Blackstone Alt. MulTi Mgr — Sold

Fidelity GNMA Fund — Int/Div

Templeton Global Bond Class A — Int/Div — Sold (part)

Templeton Global Bond Class A — Sold (part)

Arden Alt Strategies Class — Int/Div — Sold (part)

Arden Alt Strategies Class — Sold

Fidelity SAI Emerg Markets Index — Int/Div — Buy

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI U.S. Large Cap Index — Int/Div — Buy

Fidelity SAI U.S. Large Cap Index — Sold (part)

AQR Multistrgy Alt. Class N — Int/Div — Buy

AQR Managed Futures Fund CL N — Int/Div — Buy

AQR Managed Futures Fund CL N — Buy (add'l)

Eaton Vance Global MACRO ABSLTE RT CL — Int/Div — Buy

PIMCO Commodity Real Return Inst — Int/Div — Buy

PIMCO Commodity Real Return Inst — Sold (part)

PIMCO Commodity Real Return Inst — Buy (add'l)

Board of Directors, Westen Justice Center, Pasadena, CA

Reimbursement — NYU Law School — February 26 to March 1,2016 — New York — Moot court — Travel & lodging

Reimbursement — Yale Law School — March 28-29, 2016 — New Haven, Ct — Meeting with students — Travel & Lodging

Income — California Judges Retirement System — S6.800.00)

Spouse's income — 2016 — Davita Health Care Partners - Salary

Part VII. Investments and Trusts (cont'd)

* Line 9 - My spouse's Davita Health Care Partners (401k) Retirement Plan is managed by Fidelity's Strategic Advisers, Ine.

* Line 10 - Fidelity Portfolio Advisory Services manages my spouse's IRA and consists of all the separate mutual funds noted on lines 11-83 (with transactions).