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.