Autumn D. Spaeth
2017Initial
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What was filed
40
investments
3
positions
0
gifts
0
agreements
2
debts
0
reimbursements
3
income
2
spouse income
Named parties
- Orange County Bar Association
- Federal Bur Assocution - Orange County Chapter
- Federal Bar Association - Orange County Chapter
- Nuvision Credit Union
- FACTS Grant and Aud
- Smiley Wang-Ekvall LLP
- Episource LLC (salary)
As filed
of America (cash) — None — Exempt
New York Life Custom Whole Life Insurance — Int/Div
Rental Property £1, Aliso Viejo, CA — Rent
Com collection — None
IRA#I(H)
ETFS PHYSICAL PLATINUM SHRS (PPLT) — None
ETFS SILVER TR SILVER SHS (SIVR) — None
ISHARES GOLD TRUST ISHARES (1A) — None
SPDR GOLD TR GOLD SHS (GLD) — None
CAMECO CORP COM NPV (CCH — None
SPROTT PHYSICAL GOLD TRUST (PHYS) — Int/Div
URANIUM ENERGY CORP (LEC) — None
GOLD - BULLION BAR «5 0Z.(GBS) — None
SILVER - SILVER BAR -- 10 OZ. (SB10A) — None
GOLD - BULLION BAR « 100Z.(GB10)y — None
RETIREMENT ACCT #1 (H)
Invesco Diversified Dividend Investor (LCEIX) — None
Vanguard Target Retirement Income Inv (VTINXD — None
Vanguard Total Bond Market Index In (BND) — None
Putnam Stable Value Fund 50 — None
RETIREMENT ACCT £2 (H)
Inv Govt & Agey Pri (AGPXX) — Int/Div
RETIREMENT ACCT #3 (H)
American Funds Capital World Growth Income R3I(RWICX) — Int/Div
American Funds Interm Bd Fd of Amer R3 (RBOCX) — Int/Div
Lord Abbett Total Return R3 (LTRRX) — Int/Div
American Funds 2040 Target Date Fd R3 (RCKTX) — Int/Div
BROKERAGE #1 (H)
ISHARES SILVER TR (SLV) — None
FIRST MAJESTIC SILVER CORP (AG) — None
UNITED HEALTH GROUP (UNH) — Int/Div
WHEATON PRECIOUS METALS CORP (WPM) — Int/Div
HSA 91H)
Vanguard 500 Index (VOO) — None
Vanguard Equity Income (VEIPX) — None
Vanguard Wellmgton Fund (VWELX) — None
5291 (H)
TIAA Principal Plus Interest Portfolio 2954 — None
S29 #2 (H)
TIAA Principal Plus Interest Portfolio 2954 — None
Board of Directors, Orange County Bar Association
Board of Directors, Federal Bur Assocution - Orange County Chapter
Judicial Board of Directors, Federal Bar Association - Orange County Chapter
Liability — Nuvision Credit Union — Mortgage on Rental Property
Liability — FACTS Grant and Aud — Tuition Service
Income — 2018 — Smiley Wang-Ekvall LLP — $66,365.35
Income — 2017 — Smiley Wang-Ekvall LLP — $204 401.00
Income — 2016 — Smiley Wang-Ekvall LLP — $191,567.00
Spouse's income — 2017 — Episource LLC (salary)
Spouse's income — 2018 — Episource LLC (salary)
Part |, line 1: Resigned prior to taking the bench.
Part 1, lines 2-3: Upon taking the bench, this position transitioned from Board of Directors to Judicial Board of Directors,
Part 1, line 4: Trust #1 contains no reportable assets.
Part VII, line 2: "|
vi
idend” is a term used by NYL to represent a partial return of premiums when there are excess funds generated by the pool of policy
holders. It is not indicative of underlying assets.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.