# Sallie Kim

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19586

## Record

- **Judge:** Sallie Kim
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Bank of America IRA and CDs — Int/Div
Stanford Federal Credit Union checking and saving accounts — Int/Div
Golden One Credit Union checking account — Int/Div
Bank of America checking and saving accounts — Int/Div
Wells Fargo checking account — Int/Div
Northwestern Whole Life Policy — Int/Div — Distnbuted
Northwestern Whole Life Policy — Int/Div — Distnbuted
Vanguard Target 2035 Retirement Fund — Int/Div
Sprint company stock (formerly Clearwire) — None
Fidelity California Muni Money Market — Int/Div
Scholarshare - Principal Plus Interest Portfolio 2954 #1 — Int
Scholareshare - Passive Diversified Equity Portfolio - 2948 #1 — Int/Div
Scholarshare - Passive Diversified Equity Portfolio #2 — Int/Div
University of California 457(b) Plan: Pathway 2030 — Int./y
University of California 457(b) Plan: Pathyway 2040 — Ine
University of California Defined Contribution Plan: Global Equity Fund — Int/Div
University of California Def. Contr. Plan Intl Equity Index Fund — Int/Div
Acadian Emerging Markets Portfolio Institutional Class AEMGX — Int/Div — Sold
American Century Small Company Fund Investor Class ASQIX — Int/Div — Sold
American Funds International Growth and Income Fund Class F-1 IGIFX — Int/Div — Sold
AMG Managers Skyline Special Equities Fund SKSEX — Int/Div — Sold
Baird Core Plus Bond Fund Class Investor BCOSX — Int/Div — Sold
BlackRock Total Return Fund Investor A Shares MDHOX — Int/Div — Sold
ClearBridge Small Cap Growth Fund Class A SASMX — Int/Div — Sold
Eaton Vance Floating-Rate Advantage Fund Class EAFAX — Int/Div — Sold
FMI Large Cap Fund FMIHX — Int/Div — Sold
Glenmede Large Cap Core Portfolio GTLOX — Int/Div — Sold
Harbor International Fund Investor Class HIINX — Int/Div — Sold
John Hancock Funds Disciplined Value Fund Class A JVLAX — Int/Div — Sold
JPMorgan Value Advantage Fund Class A Shares JVAAX — Int/Div — Sold
Loomis Sayles Bond Fund Retail Class LSBRX — Int/Div — Sold
Metropolitan West Total Return Bond Fund Class M MWTRX — Int — Sold
Northern Small Cap Value Fund NOSGX — Int/Div — Sold
Oakmark Fund Class OAKMX — Int/Div — Sold
Oakmark Intemational Fund Class OAKIX — Int/Div — Sold
Oakmark Intemational Small Cap Fund Class OAKEX — Int/Div — Sold
PIMCO Income Fund Class D PONDX — Int/Div — Sold
RS Small Cap Growth Fund Class A RSEGX — Int/Div — Sold
Templeton Foreign Fund Class A TEMFX Templeton Foreign Fund Class A T — Int/Div — Sold
TIAA-CREF Social Choice Equity Fund Retail Class TICRX — hy — Sold
Wells Fargo Advantage Growth Fund Administrator Class SGRKX — Int/Div — Sold
Western Asset Core Plus Bond Fund Class FI WACTX — Int — Sold
Schwab Money Market Fund — Int/Div — Sold
Member, Board of Governors, Association of Business Tnal Lawyers - Northern California
Trustee, Bl Family Trust
Agreement — 08/06/03 — I Family Trust
Income — 11130015 — Stanford Unversity, fee for teaching as Lecturer in Law for Trial Advocacy — $16.000.00
Spouse's income — 2015 — University of California - San Francisco - salary
I Family Trust listed in Section [1 does not contain any reportable assets. Part VII, line 17 from the report initially submitted has been deleted and the Jill

Family Trust has been moved to Section 11.

Part VII, line 7 from the report initially submitte initially listed "Northwestern variable life policy,” That was also in my initial report. That terminology is

incorrect. The Northwestern policies 1 owned were both Northwestern Whole Life Policies, which did not allow for me to select individual assets. Therefore,

there are no mdividual assets to report for that policy.

Part VII, lines 18, 19 and 20 from the report initially submitted were mistakenly listed as three separate funds/investments. There are two University of California

457(b) plans: Pathway 2030 and Pathway 2040. Line 20 should be eliminated.

Part VII, Lines 21 and 22 from the report initially submitted have been corrected to show that the two plans are part of the University of California Defined

Contribution Plan.

Part VII, Lines 9, 15 and 16 from the report initially submitted were deleted because they were acquired in 2016 and not in 2015 as mistakenly reported.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19586. Public record. Not legal advice.