Marilyn L. Huff

2018Annual

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What was filed

  • 283

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust # Note: Trust assets generally listed by (T) in Part VII
  • Federal Judges Association
  • Executive Committee
  • Board Member
  • Practising Law Institute
  • Umversity of Southern : California Law Institute
  • Federal Judges Assocution
  • Federal Magistrate Judges Association
  • ABA IP Institute
  • DLA Lawyer Compensation

As filed

CASLGO3(T — Interest

Energy Transfer Partners (T) — Int/Div

Suncoke Energy (T) — None

Sunoco Logistic Partners (T) — None — with line 1)

Wells Fargo Accounts-SDCA (T) and — Interest

401k & Profit Sharmg /IRA (R49))

Sched of Assets & Transactions

Cash — Interest — Buy

Vanguard Total Intl Stock In/Adm — Int/Div

Vanguard Bond Ind Adm — Interest

Vanguard ST Bond Index Adm — Interest — Buy (add'l)

Vanguard ST Bond Index Adm — Interest — Sold (part)

Vanguard S&P 500 Ind Adm — Int/Div

Vanguard Value Index Adm — Int/Div

Vanguard Growth Index Adm — Int/Div

Vanguard Sm. Cap Stock Value Adm — Int/Div

Vanguard REIT Index Adm — Int/Div — Buy

Dodge & Cox Intl — Int/Div — Sold (part)

Fidelity/Spartan Ext. Market — Int/Div — Sold

Bank of Oklahoma Trust Services Cash — Interest — Closed

Vanguard Intl. Growth Port. Adm — Int/Div

Vanguard Intl. Growth Port. Adm — Distribution

Pimco Foreign Hedged — Interest — Sold (part)

Pimco Foreign Hedged — Interest — Sold

Vanguard Windsor Il Adm — Int/Div — Sold (part)

Vanguard Sm. Value Ind. Adm — Int/Div

Shares MSC EFTEm Mkts — Int/Div

Shares S&P 600 Sm. Cap Growth Index — Int/Div

Vanguard Large Cap ETF — Int/Div — Sold (part)

Vanguard Infl, Prot — Interest

Vanguard ST Infl Prot Adm — Interest

Pim¢o Low Duration — Interest

Shares Micro Cap EFT — Int/Div

Wisdom Tree Int'l. ETF — Int/Div — Sold

CH Cash Management (AP) — Interest — Sold (part)

CH Cash Management (AP) — Interest — Distnbuted

CH Cash Management (AP) — Interest — Closed

Vanguard Emerging Mlts ETF — Interest

Vanguard ST Inv. Gr. Adm — Interest — Buy (add'l)

Vanguard Dev. Mkts Adm — Int/Div — Sold (part)

Vanguard Dev Mkts Adm — Int/Div — Sold

Vanguard Emerg. Mkts. Adm — Int/Div

DFA Large Cap Intl — Int/Div — Buy

DFA Large Cap Intl — Int/Div — Buy (add'l)

DFA Large Cap Intl — Int/Div — Buy (add'l)

DFA US Large Comp — Int/Div — Buy (add'l)

DFA US Small Cap — Int/Div — Buy

DFA Two-Year Global 1 — Int/Div — Buy

Vanguard Int'l. Value Inv — Int/Div

Vanguard Sm FISE Ex US ETF — Int/Div

END OF ASSETS IN FKA 401(k) IRA R49

Equity (Sterling) Trust Co. IRA mm acct Phair RE (First Reg. Bank) — Interest — Closed

Roth Contr.IRA-6 Schedule of Assets and Transactions — Buy

Vanguard 500 Index Adm — Int/Div — from line 12)

Vanguard Sm Cap Value Adm — Int/Div — from line 15)

Vanguard Total Intl. Adm — Int/Div — from line 8)

Vanguard Total Intl Adm — Int/Div — Buy (add'l)

Vanguard REIT Ind. Adm — Int/Div — from line 16)

End of Roth IRA

IRA Am. Gen. (Western National) — Interest

Charles Schwab MH IRA See below

SCHEDULE OF ASSETS & TRANSACTIONS

Marathon Petroleum — Int/Div

Eli Lilly — Int/Div

Alcoa ne — None — Sold

Arconic Inc — Int/Div — Sold

Vanguard Emerg, Govt ETF — Interest

Marathon (USX) Oil — Int/Div

DFA S Yr. Global — Int/Div

DFA S Yr Global — istmbution

DFA US. Micro Cap — Int/Div

DFA Int. Val. — Int/Div — Buy (add'l)

DFA Int. Val. — Distribution — Buy (add'l)

DFA Int. Lg. Cap. Port — Int/Div — Sold (part)

DFA Lg. Cap. Val. US — Int/Div

DFA Int. Sm. Cap. Val — Int/Div

DFA Int. Sm. Cap. Val — Distribution

DFA Int. Small Cap — Int/Div

DFA Int. Small Cap — istnbution

Vanguard Int. Growth Ad — Int/Div

Vanguard Int. Growth Ad — Distribution

Vanguard Growth Index Adm — Int/Div

Schwab Cash- H — Interest

Home Depot — Int/Div

Vanguard ST Infl, Prot — Interest

Vanguard Infl — Interest

Vanguard Short Term Bd Adm — Interest

DFA Emerging Mkt. Core Eq — Int/Div

Vanguard Ex. Mkt. Adm — Int/Div

Vanguard ST Invest Adm — Interest

Vanguard Bond Mkt. Ind. Adm — Interest

Vanguard Bond Mkt. Ind. Adm — Distribution

DFA US Sm. Cap. Value — Int/Div

DFA US Sm. Cap. Value — Distribution

DFA US Large Comp — Int/Div

DFA US Large Comp. — Distribution

DFA US Small Cap. — Int/Div

DFA US Small Cap. — Distribution

DFA Real Estate — Int/Div

DFA Intl. REIT — Int/Div — Buy (add'l)

Pimco Low Duration — Interest

DFA Two Yr. Global — Interest

Stone Ridge Reinsurance — Int/Div

END OF ASSETS IN IRA-MH

Schwab Cal Muni Mut Fund — Interest

GCWF (A-E)invest. Partners — None

GCWF (F-N)Invest Partners 11 — None

DLA Piper Venture 2006 — None

Onco Fluor, Inc. (Fluro Probe) (T) — None

Schwab BFT Assets (T) Listed Below

Cash (X)(T) — Interest

Vanguard CA Inst Adm (T) — Interest

Altria (T) — Int/Div

KraftHeinz (T) — Int/Div — Sold

Mondelez Int. (T) — Int/Div

Extreme Networks (T) — None — Sold

Avanos Med FKA Halyard Health (T) — None — Buy (add'l)

SPDR Dow Jones (DIA) Ind (T) — Int/Div

SPDR Dow Jones (DIA) Ind (T) — Iistnbution

DFA US Micro Cap Port (T) — Int/Div

DFA US Small Cap P. (T) — Int/Div — Buy

DFA US Small Cap P.(T) — Distribution — Buy (add'l)

DFA Real Estate (T) — Int/Div

DFA Large Company 1 (T) — istnbution — Buy

DFA Large Company 1 (T) — istnbution — Buy (add'l)

Mid Amer Apt. Cmntys (T) — Int/Div

DFA Intl. REIT (T) — Interest

Vanguard Ind. ex US RE ETF (T) — Int/Div

Starbucks (T) — Int/Div

Cisco Systems (T) — Int/Div

Next Gen Healthcare FKA Quality Systems, Ine (T) — None

Occidental Pet(T) — Int/Div

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int. — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenheim Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Claymore Guggenhein Strat. (T) — Int/Div — Buy (add'l)

Guggenhm Spmoff ETF (T) — Int/Div

Pro Sh. S&P SOO ETF (T) — Int/Div

Vanguard Intl. Growth FD Adm (T) — Int/Div

Powershares S&P 2400 Div, Anst (T) — Int/Div

ISH Index/Core SP S00 ETF (T) — Int/Div

ISH Index FD TR Msci/EAFE (T) — Int/Div

ISH S&P Mid Cap 400 (T) — Int/Div — Buy (add'l)

ISH S&P Sm Cap 600 ETF (T) — Int/Div

ISH Trust/ Core High Div ETF (T) — Int/Div

ISH HY YLD Corp ETF F/K/A ISH Trust mm — Interest

Alhanz Div. Fund (T) — Int/Div — Sold

RSB IRA/Schwab Rollover Morgan Stanley (ASSETS BELOW)

Cash (X) — Interest — Sold (part)

Vanguard ST Infl, Prot. — Int/Div

Vanguard Total Bond Mkt — Interest

DFA 2 yr. Glb, Fix Inc — Interest — Sold (part)

DFA Intl. Real Estate — Int/Div — Buy

Vanguard ST Bond Ind. Adm — Interest

END OF ASSETS IN RSB IRA

Vanguard Div. App. ETF — Int/Div

Power Shares High Yd. Eq. ETF (T) — None — Sold

Power Shares QQQ Trl ETF (T) — Int/Div — Buy

Power Shares QQOQ Trl ETF (T) — Int/Div — Buy (add'l)

Kimberly Clark (T) — Int/Div

Vanguard Windsor Il Adm (T) — Int/Div

Vanguard Windsor Il Adm (T) — Distribution

Vanguard Windsor Il Inv, (T) — Int/Div — Sold

USE Credit Union SDCA Accts — Interest

Vanguard CA MM(T) — Interest

Cal Private Bancorp FKA Coronado First Bank SD Private Bank (T) — None

Vanguard Life Strategy (T) — Int/Div

Schwab US Lg Cap Value ETF — Int/Div — Buy

Schwab US Div Eq ETF (T) — Int/Div

Schwab US Lg Growth ETF — Int/Div — Buy

Mumina (T) — None

Becton Dickson (T) — Int/Div

SPDR S&P SOETF(T — Int/Div — Buy (add'l)

SPDR S&P SOO ETF (T) — Int/Div — Buy (add'l)

SPDR S&P SOO ETF (T) — Int/Div — Buy (add'l)

SPDRS & P Div ETF — Int/Div — Buy (add'l)

SPDRS& P Div ETF — Int/Div — Buy (add'l)

SPDR Em Mkts Div ETF (T) — Int/Div — Sold

Philip Morris (T) — Int/Div

Raytheon (T) — Int/Div

Chase Accts./ JP Morgan (T) — Interest

CitiBank Accts (T) — Interest

US Bank (T)Y(SD Nat'l Bank )(T) — Interest

Union Bank Acct (T) — None

Clorox (T) — Int/Div

Andersons (T) — Int/Div

Pepsico (T) — Int/Div

Coca Cola (T) — Int/Div

Cal. B& T Acct(T) — Interest

Stoneridge LM LLC (T) — Distribution

Enclave Lake Murray (T) — Distribution — Sold

Overton (T) — Distribution

Artesia Escondido(T) — istrnibution

Whitsonw'Warwick Hillcresu(T) — None

Sterling Apts (T) — Distribution

MMB Investments (T) — None

American Express (T) — Int/Div

Wal Mart (T) — Int/Div

Vanguard FTSE Dev Mkts ETF (T) — Int/Div

SPDR Emg Mkt Eq EFT (T) — Int/Div — Sold

Cal. Resources Corp. (T) — None — Sold

PV Opportunity Fund I(T) — istnbution

PV Opportunity Fund IV (T) — istnbution

PV Opportunity Fund V (T) — None — Buy (add'l)

American Properties/Vista Point (T) — Distribution

Barcelona 326 Juniper (T) — istnbution — Sold

Schwab Gurtin List of Assets Below (T)

Schwab CA Muni MM (T) — Interest

CAStGO3IS(T) — Interest — Sold (part)

SFCACY/ICN2T(T) — Interest — Sold

Modesto CAIRRITU(T) — Interest

Chicago IL PK Dist 30(T) — Interest

Chicago IL PK Dist 28 (T) — Interest

Chicago IL PK Dist 29 (T) — Interest

Chicago IL PK 16 1-126 (T) — Interest

Fresno CA 41SCH(T) — None

NY St Twy Rev 1-128 (T) — Interest — Sold

Sacramento CA Rev 12-1-36(T) — Interest — Sold

San Jose CA RDA Tx Rev I8(T) — Interest — Sold

San Marino CA Rev 35(T) — Interest

Soledad CA GO 3S(T) — Interest — Sold

WA St Health Care Rev 31 (T) — Interest — Sold

LACARev40(T) — Interest — Buy (add'l)

LACARev40(T) — Interest — Sold

CA Swate GO 8-1-27() — Interest — Sold

Swestern Cmty C GO 8-1-30(T) — None

Dublin CA GO Sch 8-1-43(T) — None — Buy

Miami-Dade FL Rey 7-142 5% — Interest — Buy

Grossmont CA GO Sch 81-43 5% — Interest — Buy

LA CA Rey 5-15-40 5% — Interest — Buy

LA CA Rev 5-15-30 5% — Interest — Sold

San Jose CA Rev 61-37 5% — Interest — Buy

LA CA Rev Amps 5-15-40 5% — Interest — Buy

Dallas’FW TX Rev 111-42 5% — Interest — Buy

Dallas/FW TX Rev 11-142 5% — Interest — Buy (add'l)

Dallas’FW TX Rev 11-138 $% — Interest — Buy

SF CA Rev 5-1-4] % — Interest — Buy

SF CA Rev 81-41 5% — Interest — Buy

Golden State Tobe CA Rev 61-40 5% — Interest — Buy

Golden State Tobe CA Rev 61-40 5% — Interest — Buy (add'l)

SD CA Rev 7-1-42 5% — Interest — Buy

LA CA Rev 5-15-41 5% — Interest — Buy

Hespina CA Rev 61-45 5% — Interest — Buy

Sacramento CA Rev 121-44 5% — Interest — Buy

Penn St Rev 12-41-43 5% — Interest — Buy

END OF GURTIN

Schwab Hi Yd — Interest

RO IRA/Schwab Rollover Assets Below R4S

Schwab Bank MM Cash — Interest — Sold (part)

Schwab Bank MM Cash — Interest — Sold (part)

Schwab Bank MM Cash — Interest — Sold (part)

Schwab Bank MM Cash — Interest — Sold (part)

Schwab Bank MM Cash — Interest — Sold (part)

SPDR S & P Global Div ETF — Int/Div — Buy

DFA Real Estate — Interest

SPDR SOO ETF — Int/Div — Sold (part)

SPDR DJIA ETF — Int/Div — Sold (part)

SPDR S&P Div ETF — Int/Div — Buy

DFA US Large Co. Port — Int/Div

DFA Large Cap Infl — Distribution — Buy

DFA US Sm Cap Port — Int/Div

DFA US Sm Cap Port — Distribution

Vanguard ST Bond Index Fund Adm — Interest

Vanguard ST Inv. Gr. Fund — Interest

Vanguard Total Intl. Stock Ind, — Int/Div

Vanguard Total Intl. Stock Ind, — Distribution

DFA US Sm Cap Val Port Inst — Int/Div

End of RO IRA Assets

SEP IRA Schedule of Assets and Transactions

Cash — Interest — Buy

DFA $ Year Global — Int/Div — Buy

DFA US Large Comp — Int/Div — Buy

DFA Large Cap Intl — Int/Div — Buy

Trustee, Trust # Note: Trust assets generally listed by (T) in Part VII

President, Federal Judges Association

American lis of Court Louis Welsh Chapter, Executive Committee

ABTL--San Dicgo Chapter, Board Member

Reimbursement — Practising Law Institute — 125-0126/18 — San Francisco — Speaker/Seminar — Travel, Food

Reimbursement — Umversity of Southern : California Law Institute — 3/19.0320019 — Santa Momica — Speaker/Seminar — Travel, Lodging, Food

Reimbursement — Federal Judges Assocution — SI05/18-5/06/18 — Washington, D.C — Board Meeting — Travel, Lodging, Food

Reimbursement — Federal Judges Association — S5/06/18-508/18 — Washington, D.C — Speaker/Quadrenmal Conference — Travel, Lodging, Food

Reimbursement — Federal Magistrate Judges Association — T30/18-7/31/18 — Denver, CO — Board Meeting — Travel,Food, Lodging

Reimbursement — ABA IP Institute — 1004/18 — Newport Beach, CA — Speaker/Seminir — Food

Spouse's income — 1/1812/18 — DLA Lawyer Compensation

Lime 3. This was a spmoff from Suncocke Energy and then merged mto Energy Transfer Partners 4/28/17. The 2017 report listed the spinoff. This lists the merger.

Lines 5-50, , These assets were rolled over from the 401 K into an IRA.

Line $1. These assets were rolled over into anexisting IRA See assets beginning line 258,

Lines 52-56.. These assets were rolled over into an IRA from the 401 k.

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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