Yvonne Gonzalez Rogers
2012Annual
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What was filed
28
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
1
income
1
spouse income
Named parties
- Trust No.
- Citibank, NA
- American Law Institute
- County of Alameda, California - Salary
- McKinsey & Company - Salary
As filed
Citibank Checking and Money Market Accounts — Int/Div
Bank of America Checking — Int/Div
Comerica - Checking — None — Closed
Nationwide Inv. Destinations Moderately Aggressive Fund — None — Sold
Wolver Hill Asset Management - Japan Hedge Fund (no control) — Int/Div — Sold
Trust No.
Vanguard Total Intemational Stock Index — Int/Div — Buy (add'l)
Vanguard 500 Index Fund — Int/Div — Buy (add'l)
Vanguard 500 Index Fund — Buy (add'l)
Vanguard 500 Index Fund — Buy (add'l)
Vanguard 500 Index Fund — Buy (add'l)
Vanguard Extended Market Index — Int/Div — Buy (add'l)
GC&H Investments, LLC (no control) — Sold
GC&H Investments (no control) — Sold
Vanguard IRA: Inflation Protect Sec Adm — Int/Div — Buy (add'l)
Vanguard IRA: Total Bond Market Index (variable annuity — None — Sold (part)
Vanguard 500 Index Fund (retirement) — Int/Div
Vanguard 529 - Moderate Growth Port Age-Based 17 — None
Vanguard 529 - Aggressive Growth Port Age-Based 14 — None
Vanguard 529 - Aggressive Growth - Port Age-Based 11 — None
Vanguard Money Market Account — Int/Div
Wells Fargo Money Market Account — Interest
Rental Prop, San Antonio, TX (assessment 12/12: $94,000) — Rent
McKinsey & Company Special Situations Aggressive Long-Term — None — Buy (add'l)
McKinsey & Company Supp. Retirement — None
Judicial Retirement System 11 — None — Closed
McKinsey Partnership Shares — Int/Div — Buy
Vanguard High Yield Corporate - VWEAX — Int/Div — Buy
Trustee, Trust No.
Liability — Citibank, NA — McKinsey Partmership Shares Loan
Reimbursement — American Law Institute — Jan. 25-28, 2012 — Philadelphia, PA — Council Meeting — Transportation, Meals, Lodging
Income — 2012 — County of Alameda, California - Salary — $535.00
Spouse's income — 2012 — McKinsey & Company - Salary
PART VIL
With respect to Item 3, this account was listed in the Nomination Report but closed before the reporting period for the 2012 Annual Report.
With respect to Item 25 (Judicial Retirement System 11), the interest in this retirement fund had not vested when 1 left my prior judical position with the State of
Califomia, and therefore, | ceased having any interest in it.
With respect to Item 27, the purchase of these shares did not occur in 2012 but on June 30. 2011 after the initial May 4. 2011 disclosure. Consequently, the
purchase date was inadvertently not referenced.
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.