# Sheri N. Pym

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17172

## Record

- **Judge:** Sheri N. Pym
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 10

## Text

Vanguard Prime Money Market Fund — Int/Div
Vanguard Rollover IRA — Int/Div
Vanguard Capital Opportunity Fund Adm
Vanguard Growth Index Fund Adm
Vanguard STAR Fund
Vanguard U.S. Value Fund
Vanguard Roth IRA #1 — Int/Div
Vanguard Explorer Fund Inv
Vanguard Small-Cap Index Fund In
Vanguard Roth IRA #2 — Int/Div
Vanguard Total Stock Market Index Fund Inv
Vanguard Windsor 11 Fund Inv
Claremont University Consortium 403(BK7) Plan — Int/Div
Vanguard Intemational Growth Fund Inv
Vanguard LifeStrategy Growth Fund
Vanguard STAR Fund
Vanguard Windsor 11 Fund Inv
Vanguard 500 Index Fund Inv
Pomona College Academic Retirement Plan — Int/Div
CREF Growth Fund
CREF Equity Index Fund
CREF Global Equities Fund
TIAA-CREF Lifecycle 2030-Inst Fund — Sold
Vanguard Target Retirement 2030 Fund — Buy
Vanguard Total Stock Market Index Signal Fund — Buy
Northwestern Mutual Variable Life Insurance #1 — Int/Div
Northwestern Mutual Index S00 Stock Fund (MSA)
Northwestern Mutual Mid Cap Growth Stock Fund (MSA)
Northwestern Mutual Variable Life Insurance #2 — Int/Div
Northwestern Mutual Growth Stock Fund (MSA)
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 Lifestrategy Moderate Growth Fund
Vanguard Education Savings Account #1 — Int/Div
Vanguard Explorer Fund Inv
Vanguard STAR Fund
Vanguard Education Savings Account #2 — Int/Div
Vanguard Small-Cap Growth Index Fund
College Savings lowa 529 Plan #1 — None
Vanguard Growth Age-Based Track Growth Portfolio
College Savings lowa 529 Plan #2 — None
Vanguard Growth Age-Based Track Aggress Growth Portfolio — Sold
Vanguard Growth Age-Based Track Growth Portfolio — Buy
University of California Retirement Savings Program — Int/Div
UC Savings Fund
Putnam UGTMA Account #1 (X) — Int/Div
Putnam Dynamic Asset Allocation Balanced Fund
Putnam Dynamic Asset Allocation Growth Fund
Putnam UGTMA Account #2 (X) — Int/Div
Putnam Dynamic Asset Allocation Balanced Fund
Putnam Dynamic Asset Allocation Growth Fund
Virginia 529 College Savings Plan #1 (X) — Int/Div
American Funds Bond Fund of America
American Funds Capital World Growth and Income Fund
American Funds Growth Fund of America
American Funds New Perspective Fund
American Funds Washington Mutual Investors Fund
Virginia 529 College Savings Plan £2 (X) — Int/Div
American Funds Bond Fund of Amenca
American Funds Capital World Growth and Income Fund
American Funds Growth Fund of America
American Funds New Perspective Fund
American Funds Washington Mutual Investors Fund
Franklin Templeton 529 College Savings Plan #1 (X) — None
Templeton Growth 529 Portfolio
Franklin Growth 529 Portfolio
Franklin Small Mid Cap Growth 529 Portfolio
Mutual Shares 529 Portfolio
S&P S00 Index 529 Portfolio
Franklin Templeton 529 College Savings Plan #2 (X) — None
Founding Funds 529 Portfolio
Chase bank account — Interest — Open
Real property in San Juan County, WA (X) — None
Real property in Shoreline, WA (X) — None
Chase bank account for estate #41 — None — Open
Edward Jones IRA (X) — Int/Div — Sold
American Funds Short-Term Bond Fund of America-A — Int/Div — Sold
Amencan Funds American Mutual Fund- A — Int/Div — Sold
American Funds Capital World Growth and Income Fund-A — Int/Div — Sold
President, Federal Bar Association, Inland Empire Chapter
Personal Representative, Estate #1
Reimbursement — Federal Bar Association — September 22, 2012 — Sun Diego, CA — FBA Annual Meeting — Mileage and parking
Spouse's income — 2012 — Claremont Graduate University -- committee work
1) Part VII, lines 48-53 — these Putnam UGTMA accounts were inadvertently omitted from prior financial disclosure reports; they were established by a

some time ago; although | knew the relative intended to establish some sort of education savings accounts, 1 did not know anything more about them;

consequently, I did not think of them when completing prior financial disclosure reports; | only thought of them this year, after custodianship for the accounts was

transferred from the

and so we began receiving financial reports for the accounts,

2) Part VII, lines 54-73 — these 529 accounts were inadvertently omitted from prior financial disclosure reports; they were established

some time

ago; as with the Putnam accounts, | knew these relatives had established some sort of education savings accounts, but again did not know anything about them

and did not think of them when completing prior financial disclosure reports; as a result of learning of the Putnam accounts, this year | thought to inquire of my

about what accounts they had set up.

3) Part VII, line 75 -- | inherited an interest in this real property in 2012 as a result of the death of a relative {part of estate

#1Y; this was appraised on

10:23/2012, and the value shown is my interest of the whole.

4) Part VII, line 76 — I inherited an interest in this real property in 2012 as a result of the death of a relative (part of estate

#1); this was appraised on

04/23/2013, retrospectively as of 04/26/2012, und the value shown is my interest of the whole.

5) Part VIL, lines 78-81 - | acquired a beneficiary interest in a

Edward Jones IRA at the ime of the

death in 2012,

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17172. Public record. Not legal advice.
