# Marsha Siegel Berzon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17490

## Record

- **Judge:** Marsha Siegel Berzon
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 17

## Text

OF AMERICA ACCOUNTS — Interest
BANK & TRUST ACCOUNTS — Interest
BANK ACCOUNTS — Interest
BANK ACCOUNTS — Sold
INC - COMMON STOCK — Int/Div
QQQ TRUST SER 1 — Int/Div — Sold (part)
S&P 500 ETF IV — Int/Div
FTSE ETF — Int/Div — Buy (add'l)
FTSE ETF — Sold
FTSE ETF — A — T
EQUITY INCOME — Int/Div — Buy (add'l)
EQUITY INCOME — Buy (add'l)
EQUITY INCOME — Sold
REAL ESTATE — None — Buy
CORE MSCI EAFE — Int/Div — Buy
CA MUNI MONEY FUND (SWEEP) — Int/Div
RETIREMENT ACCT (spousal account).
RETIREMENT ACCT (spousal account). — Buy (add'l)
RETIREMENT ACCT (spousal account). — Sold
INTERNATIONAL BONI — Int/Div — Buy (add'l)
INTERNATIONAL BONI — Sold
TOTAL RETURN INSTL — Int/Div — Sold (part)
TOTAL RETURN INSTL — Buy (add'l)
TOTAL RETURN INSTL — Sold (part)
TOTAL RETURN INSTL — Sold
INFLATION-PROTECTED § — Int/Div — Buy (add'l)
INFLATION-PROTECTED § — Buy (add'l)
INFLATION-PROTECTED § — Sold
500 INDEX FUND (ADM) — Int/Div — Sold (part)
500 INDEX FUND (ADM) — Buy (add'l)
500 INDEX FUND (ADM) — Sold (part)
500 INDEX FUND (ADM) — Buy (add'l)
500 INDEX FUND (ADM) — Sold (part)
500 INDEX FUND (ADM) — Sold (part)
INFLATION-PROTECTED § — Int/Div — Buy
INFLATION-PROTECTED § — Sold (part)
INFLATION-PROTECTED § — Sold (part)
INFLATION-PROTECTED § — B — T
INFLATION-PROTECTED § — Sold (part)
INFLATION-PROTECTED § — Sold (part)
REIT INDEX FUND (ADM) — Int/Div — Buy
REIT INDEX FUND (ADM) — Sold (part)
REIT INDEX FUND (ADM) — Sold (part)
SMALL-CAP GROWTH INL — Int/Div — Buy
SMALL-CAP GROWTH INL — Buy (add'l)
SMALL-CAP GROWTH INL — Sold (part)
SPOUSAL ACCOUNT)
FOREIGN BOND FUND — Int/Div
INTL SMALL CAP VALUE — Int/Div
COMMODITY REAL — Int/Div — Sold
REIT — Int/Div — Sold (part)
REIT — Buy (add'l)
REIT — Sold
INFLATION — Int/Div — Sold
SHORT TERM BD — Int/Div — Sold
COMMODITY STRATEGY — None — Sold
REAL ESTATE — Int/Div — Sold
US MICRO CAP PORT — Int/Div — Sold
US SMALL CAP PORT — Int/Div — Sold
US SMALL CAP VALUE — Int/Div — Sold
COMMODITY REAL — Int/Div — Sold
REIT — Int/Div — Sold
BARD INCORPORATE - COMMON 81 — Int/Div
PLC NEW - COMMON STOCK — None — Sold
INC - COMMON STOCK — None
BK CDA - COMMON STOCK — Int/Div — Sold
TECHNOLOGIES - COMMON ST — Int/Div — Sold (part)
CORP — Int/Div — Buy
HEINZ COMPANY — Int/Div — Buy
HEINZ COMPANY — Sold (part)
INTL — Int/Div — Buy
INTL — Sold
WARNER INC — Int/Div — Buy
GRAINGER INC — Int/Div — Buy
GRAINGER INC — None — Buy
ILLINOIS INC — None — Buy
CA CITY SCH DIST 4% DUE 8; — Interest
MUN FIN AUTH REV 5% DUE 10/1/24 — Interest
ST UNI REV 5% DUE 11/1/24 — Interest — Redeemed
ST DEPT WTR RES CEN 5% DUE 12/01/28 — Interest
CA UNI SCH DIST ALA 4% DUE 8/1/16 — Interest
ST HWY REV 1.2% DUE 1/1/17 — Interest — Sold
ST HWY REV 1.2% DUE 1/1/17 — B — T
BEACH CA UNI SCH DIS 4% DUE 5/15/20 — Interest — Redeemed
BEACH CA HBR REV 5% DUE 5/15 — Interest
ANGELES CA SANTN D 5% DUE 10/ — Interest
PUB PWR AUTH PROJ 4% DUE ° — Interest
CA UNI SCH DIS 5% DUE — Interest — Redeemed
CNTY SANTN DI 5% DUI — Interest
BERNARDINO CA TRAN 4% DUE 3/ — Interest
FRAN CA BART 5% DUE 7/1/20 — Interest
CA CMNTY COLLE 5% DUE 8 — Interest — Redeemed
CA UNI SCH DIS 4% DUE 8/1/ — Interest
CA UN HS DIS 2% DUE 8/1/16 — Interest
CA AREA PFA 5%23 DUE 5/12 — Interest — Buy
ANZA CC 5.25%20 — Interest — Buy
CA WD WT 5%23 — Interest — Buy
MATEO CA TRN S/ 5%26 — Interest — Buy
CA SD 5%24 DUE 8/1/24 — None — Buy
*1 THE EARNINGS REPORTED IN PART VII REPRESENT SPOUSE DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17490. Public record. Not legal advice.