Sheri N. Pym
2015Annual
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What was filed
69
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Federal Bar Association, Inland Empire Chapter
- Claremont Graduate Umiversity -- salary and independent study fee
As filed
Vanguard Prime Money Market Fund — Int/Div
Vanguard Rollover IRA — Int/Div
Vanguard Capital Opportunity Fund Admiral Shares
Vanguard Growth Index Fund Admiral Shares
Vanguard STAR Fund
Vanguard U.S. Value Fund
Vanguard Roth IRA #1 — Int/Div
Vanguard Explorer Fund Investor Shares
Vanguard Small-Cap Index Fund Admiral Shares
Vanguard Roth IRA #2 — Int/Div
Vanguard Total Stock Market Index Fund Investor Shares
Vanguard Windsor [1 Fund Investor Shares
Claremont University Consortium 403(b}7) Plan — Int/Div
Vanguard International Growth Fund Investor Shares
Vanguard LifeStrategy Growth Fund
Vanguard STAR Fund
Vanguard Windsor [1 Fund Investor Shares
Vanguard 500 Index Fund Investor Shares
Pomona College Academic Retirement Plan — Int/Div
CREF Growth Fund
CREF Equity Index Fund
CREF Global Equities Fund
Vanguard Total Stock Market Index Institutional Fund
Vanguard Target Retirement 2030 Investor Fund
Northwestern Mutual Variable Life Insurance #1 — Int/Div
Northwestern Mutual Index S00 Stock Fund (MSA)
Northwestern Mutual Mid Cap Growth Stock Fund (MSA/Wm Blair Co)
Northwestern Mutual Variable Life Insurance #2 — Int/Div
Northwestern Mutual Growth Stock Fund {MSA/The Boston Company)
Northwestern Mutual Index 400 Stock Fund (MSA)
Vanguard UGTMA Account #1 — Int/Div
Vanguard LifeStrategy Moderate Growth Fund
Vanguard UGTMA Account #2 — Int/Div
Vanguard Lifedtrategy Moderate Growth Fund
Vanguard Education Savings Account #1 — Int/Div
Vanguard Explorer Fund Investor Shares
Vanguard STAR Fund
Vanguard Education Savings Account #2 — Int/Div
Vanguard Small-Cap Growth Index Fund Investor Shares
College Savings lowa 529 Plan #1 — None
Vanguard Growth Age-Based Track Moderate Growth Portfolio
College Savings lowa 529 Plan #2 — None
Vanguard Growth Age-Based Track Growth Portfolio — Buy (add'l)
University of California Retirement Savings Program — Int/Div
UC Savings Fund
Putnam UGTMA Account #1 — Int/Div
Putnam Dynamic Asset Allocation Balanced Fund
Putnam Dynamic Asset Allocation Growth Fund
Putnam UGTMA Account #2 — Int/Div
Putnam Dynamic Asset Allocation Balanced Fund
Putnam Dynamic Asset Allocation Growth Fund
Franklin Templeton 529 College Savings Plan #1 — None
Templeton Growth 529 Portfolio
Franklin Growth 529 Portfolio
Franklin Small Mid Cap Growth 529 Portfolio
Franklin Mutual Shares 529 Portfolio
S&P 500 Index 529 Portfolio
Franklin Templeton 529 College Savings Plan #2 — None
Franklin Founding Funds 529 Portfolio
Schwab bank account — Interest
Chase bank account — Interest
Real property in San Juan County, WA (X) — None
Michigan 529 Education Savings Program #1 — None
TIAA-CREF Aggressive Age-Based Allocation Option
Michigan 529 Education Savings Program Fy) — None
TIAA-CREF Aggressive Age-Based Allocation Option
Vanguard Balanced Index Fund Admiral Shares — Int/Div — Buy (add'l)
Vanguard Balanced Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Bond Market Index Fund Admiral Shares — Int/Div
Honorary Board Member, Federal Bar Association, Inland Empire Chapter
Spouse's income — 2015 — Claremont Graduate Umiversity -- salary and independent study fee
1) Part VIL, line 62 -- this property was appraised on 10/23/2012, and the value shown reflects my interest in the whole: it is also consistent with its current sale
listing price.
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.