# Ruth Bermudez Montenegro

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19634

## Record

- **Judge:** Ruth Bermudez Montenegro
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 7

## Text

Bank of CA (cash) — Interest
Sun Community Federal Credit Union Treasury Bill — Interest
New York Life insurance policy (whole life) — Int/Div
IRAZI(H)
Buropacific Growth Fd A (AEPGX) — Int/Div
Fundamental Investors A (ANCFX) — Int/Div
The Growth Fund of America A (AGTHX) — Int/Div
Intermediate Bond Fund of America A (AIBAX) — Int/Div
IRA#£2(H)
Pershing Govt Acct Money Market (cash) — Interest
Invesco Real Estate Fund Class Y (IARYX) — Int/Div
Capital World Growth & Income Fund F2 IWGIFX) — Int/Div
Eaton Vance Income Fund of Boston (EIBIX) — Int/Div
Eaton Vance Floating Rate Adv Fd (EIFAX) — Int/Div
JPMorgan Mid Cap Value Fd L (FLMVX) — Int/Div
John Hancock Bond Fund JHBIX) — Int/Div
Neuberger Berman Emerging Markets Eq Fd HINEMIX) — Int/Div
Oppenheimer Sr Float Rate Fd Y (OOSYX) — Int/Div
Wells Fargo Small Company Growth Fd (WSCGX) — None
457 Deferred Comp Plan 21 (H)
CA Savings Plus Program Target Date 2030 — None
457 Deferred Comp Plan 22 (H)
Lincoln Financial Group Fixed Account (cash) — None
Delaware VIP Diversified Income (DPDFX) — None
LVIP Blackrock Inflation Protected Bond {BPRAX) — None
American Funds Growth Income (GAIOX) — None
Delaware VIP REIT (VDREIRV) — None
American Funds Growth (AGTHX) — None
American Funds International (IGAAX) — None
Delaware VIP Small Cap Value (VDSCVSY) — None
LVIP Delaware Special Opportunities (VLDSORV) — None
LVIP Mondrian International Value (VLMIVSV) — None
Board Member (Jan 1, 2017-Aug, 2015), Calitormia Bar Foundation
Board Member (Jan 1, 201 7-Present), El Centro Education Foundation
President (Jan 1, 201 7-Jan, 2018), El Centro Education Foundation
Agreement — 2000 — Impenal County Employee Retirement Systems (defined benefit program)
Agreement — 2000 — California State Teachers Retirement System (defined benefit program)
Agreement — 2007 — State of Califomia Supenor Court Judges Retirement System (defined benefit, rollover, 401k)
Agreement — 2007 — State of California Savings Plus Program (457 deferred comp, 401k)
Agreement — 2017 — Superior Court of Califorma (457 deferred comp)
Income — 2018 — State of Calitormia - salary — $135.945.00
Spouse's income — 2018 — Southern Califorma Gas Company - salary
Spouse's income — 2018 — Midwest Energy - consultant
Spouse's income — 2018 — Cordoba Engineering - consultant
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.

Part VII, lines 15 and 17 of the initial report are not reportable in 2018, and there are no corresponding reportable transactions in this reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19634. Public record. Not legal advice.
