# Jill L. Burkhardt

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16789

## Record

- **Judge:** Jill L. Burkhardt
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Trust# 1 (H)
Rental Property, San Diego, CA — Rent
Cabrillo Federal Credit Union account — Interest
Charles Scwab checking account — None
Coastal Life Wealth - Roth #1 (H)
Coastal Life Wealth QPRMQ — Interest
iShares S&P S00 Index (IVV) (mutual fund) — Int/Div
Coastal Life Wealth - Roth #2 (H)
Coastal Life Wealth QPRMQ — Interest
F (common stock) — Int/Div
MGM (common stock) — Int/Div
TGT (common stock) — Int/Div
AAL {common stock) — Int/Div
Coastal Life Wealth - IRA #1 (H)
Coastal Life Wealth QPRMQ — Interest
BA {common stock) — Int/Div
CSCO (common stock) — Int/Div
CVX (common stock) — Int/Div
ITC (common stock) — Int/Div — Sold
JCI {common stock) (*Y™)
KMI {common stock) — Int/Div
QCOM (common stock) — Int/Div
T (common stock) — Int/Div
TGT (common stock) — Int/Div
Core S&P SOOETF — Int/Div
Industrial Property Trust (private investment) — Int/Div — Buy
FTS (common stock) — Int/Div — Buy
FTS (common stock) — Int/Div — Sold
Coastal Life Wealth - IRA 22 (H)
Coastal Life Wealth QPRMQ — Interest
BRKB (common stock) — Int/Div
NVS (common stock) — Int/Div
UPS (common stock) — Int/Div
lvy Asset Strategy - WASCX (mutual fund) — Int/Div
JP Morgan Equity Income « OINCX (mutual fund) — Int/Div
MFS International Diversification - MDIGX (mutual fund) — Int/Div
Other #21 (H)
Coastal Life Wealth QPRMO — Interest
Fidelity Advisor Strategic Income A (FSTAX) (mutual fund) — Int/Div
Invesco Intermediate Term Municipal Income (VKLMX) (mutual fund) — Int/Div
iShares Select Dividend ETF (DVY) (mutual fund) — Int/Div
Other #2 (H)
Coastal Life Wealth QPRMQ — Interest
WDC (common stock) — Int/Div
Chula Vista bond — Interest
Frankhn Cal Interm - FCCIX (mutual fund) — Int/Div
Coastal Life Wealth IRA #5 (H)
Coast] Life Wealth QPRMQ — Interest
Ishares Select Dividend ETF (DVY) (mutual fund) — Int/Div
Board Member, Association of Business Tnal Lawyers
Reimbursement — Association of Business Trial Lawyers — 10/04/2016 to 10/10/2016 — Mau, HI — ABTL Annual Meeting — Transportation, lodging, food, conference fees
Reimbursement — Association of Business Trial Lawyers — 04/01/2016 10 4032016 — Camel, CA — ABTL Joint Board Retreat — Transportation, lodging, food
Spouse's income — 2016 — Artful Chefs, independant contractor salary
Section VIL Ine 20 - JCI was no longer an asset in my portfolio in 2016. | indavertently failed to report its disposition (sale) on 08/10/15 in my 2015 report

Section VII, line 26 - The Industrial Property Trust is a private investment; it doesn’t trade on a stock exchange. It does not have a symbol, but it has a cusip

number of 4562A207

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16789. Public record. Not legal advice.
