# Howard R Lloyd

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17142

## Record

- **Judge:** Howard R Lloyd
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

3M Co. — Int/Div
Bank of the West # checking — None
Bank of the West # 2 checking — None
TRUST #1
Vangurad Brokerage #2 (X)
Dodge & Cox Balanced # — Int/Div
Vanguard Fed M/M £2 (X)
Vanguard CA T/F M/M #1 — Int/Div
Vanguard Brokerage #1 (X)
Manager's Special Equity — None
Dodge & Cox Balanced # 2 — Int/Div
Longleaf Partners — Int/Div
Oakmark Intemational — Int/Div
Tweedy Brown Value — Int/Div
AT&T — Int/Div
Adams Express — Int/Div
America Movil (former AMX) — Int/Div
Archer Daniels — Int/Div
Auto Desk — None
Boeing — Int/Div
Bristol Meyers — Int/Div
Centerpoint — Int/Div
Chevron — Int/Div
Colgate — Int/Div
Costco — Int/Div
Dean Foods — Int/Div
Dupont — Int/Div
Emmis — Int/Div
Exxon — Int/Div
General Electric — Int/Div
Genume Parts — Int/Div
Glaxo — Int/Div
IBM — Int/Div
Johnson & Johnson — Int/Div
Medtronic — Int/Div
Pepeo Holdings — Int/Div — Sold
Pepsico — Int/Div
Pfizer — Int/Div
TrContinental — Int/Div
Veriphone — None
Verizon — Int/Div
Vodaphone — Int/Div
WEC Energy Group — Int/Div
Whitewave — None
Xcel Energy — Int/Div
Zimmer Holdings — Int/Div
Brokerage Account: W. Hummer (Y)
TownBank MM Sweep (Y)
Vanguard Fed MM #1 (X) — Int/Div
Vanguard S00 Index # — Int/Div — Sold (part)
Vanguard S00 Index # — Sold (part)
Vanguard S00 Index # — Sold (part)
Vanguard S00 Index # — Sold (part)
Vanguard Total Stock. Index — Int/Div
Vanguard 500 Index # 2 — Int/Div — Sold (part)
Vanguard 500 Index # 2 — Sold (part)
Vanguard 500 Index # 2 — Sold (part)
Vanguard 500 Index # 2 — Sold (part)
Vanguard CA Intermed. T/F Bond #1 — Int/Div — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)
Vanguard REIT — Int/Div — Sold (part)
Vanguard REIT — Sold (part)
Vanguard REIT — Sold (part)
Vanguard REIT — Sold (part)
Vanguard Total Intnl, Stock — Int/Div — Buy (add'l)
Vanguard Total Intnl, Stock — Buy (add'l)
Vanguard Total Intnl, Stock — Buy (add'l)
Vanguard Total Intnl, Stock — Buy (add'l)
Vanguard Total Intnl, Stock — Buy (add'l)
Vanguard CA Intermed T/F Bond #2 — Int/Div — Buy (add'l)
Vanguard CA Intermed T/F Bond #2 — Buy (add'l)
Vanguard CA Intermed T/F Bond #2 — Buy (add'l)
Vanguard CA Intermed T/F Bond #2 — Buy (add'l)
Vanguard CA T/F M/M#2 — Int/Div
VANGUARD IRAs:
Total Stock Index — Int/Div — Sold (part)
Total Stock Index — Sold (part)
Total Stock Index — Sold (part)
Total Stock Index — Sold (part)
Extended Market Index — Int/Div — Sold (part)
Extended Market Index — Sold (part)
Extended Market Index — Sold (part)
Extended Market Index — Sold (part)
Pnmecap — Int/Div
Total Bond Index #1 — Int/Div
Total Bond Index ¢ 2 — Int/Div
US. Value — Int/Div — Sold (part)
Investments: All assets in TRUST #1, line 3, are shown on lines 4 through 79.

Line 6: no income, no assets during reporting period.

Lines 47 and 48: W. Hummer Brokerage account and linked TownBank M/M sweep accounts were closed and assets moved to new accounts, Vanguard

Brokerage #1 (line 4) and Vanguard Federal M/M #1 (linc 49).

Line 80 added Vanguard CA T/F M/M #2 which was inadvertantly omitted from original report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17142. Public record. Not legal advice.