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.

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