John Arnold Kronstadt

2018Annual

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Pull out the substance of this filing.

What was filed

  • 111

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #2 See comment in Part VII
  • Constitutional Rights Foundation
  • Los Angeles County Superior Court Salary and Benefits

As filed

American Funds Balanced Fund 529-F — Int/Div

Honzons Mid Cap Equity Fund — Int/Div — Sold

Honzons Large Cap Equity Fund — Int/Div

Horizons Stable Formerly Income Value Fund — Int/Div — Buy (add'l)

Los Angeles County Stable Balanced Fund — Int/Div — Sold (part)

Los Angeles County Stable Value Fund — Int/Div — Buy (add'l)

CGM Focus Fund CGMFX — Int/Div

CGM Focus Fund CGMFX — Int/Div

CGM Realty CGMRX — Int/Div

Los Angeles County Horizons Non-US Equity — Int/Div — Sold

Los Angeles County Horizons Small Cap Equity — Int/Div — Sold (part)

Los Angeles County Horizons Midcap Equity — Int — Sold (part)

Los Angeles CountyHorizons Non US Equity — Int/Div — Sold (part)

Los Angeles County Horizons Small Cap Equity — Int/Div — Sold

Los Angeles County Savings Large Cap Equity — Int./y — Sold (part)

Los Angeles County Savings Balanced Fund — Ine — Sold

Los Angeles County Horizons Stable “Formerly Income” Value Fund — Int/Div — Buy (add'l)

Cal Judges Retirement System Pension Plan — None

University of California Savings Fund — Int/Div

University of Calfornia Equity Fund — Int/Div

TIAA CREF Stock — Int/Div

TIAA CREF Global Equities — Int/Div

11AA CREF Growth — Int/Div

TIAA CREF Equity Index — Int/Div

Oppenheimer Advantage Bank Deposit Sweep Account — Int/Div

State of California SMBIA Bonds — Int/Div

State of Calfironia Public Works Board Bond — Int/Div

Franklin California High Yield Municipal Fund — Int/Div

Oppenheimer International Bond Fund OIBCX — Int/Div

Vanguard Windsor Il VWNFX Fund Investor Share — Int/Div

INVESCO QQQ ETF Formerly PWRSH PowerShares QOOQ Trust — Int/Div

ABT - Abbott Lab — Int/Div

AXP - Amencan Express — Int

AMGN - Amgen — Int/Div — Donated

T-AT&T — Int/Div — Sold

CVX - Chevron — Int/Div

XOM - Exxon Mobil — Int/Div — Donated

Cigna Corp, Formerly Express Scripts — Int/Div

MSFT - Microsoft — Int/Div

MON - Monsanto — Int/Div — Sold

PG - Proctor Gamble — hy

SIM - IM Smucker — Int/Div

UPS — Int

WMT - Wal Mart — Int/Div

Vanguard 529 College Savings Plan Agressive Age-Based Option — Int/Div

QCOM - Qualcomm — Int/Div

Vanguard Health Care VGHCX — Int/Div

Vanguard Formerly Windsor Il VWNFX Wellington VWELX — Int/Div

Vanguard Money Market VMMXX — Int/Div

Union Bank Investment Services Sweep Account — Int/Div

American Funds Money Market Fund 529-B — Int./hv

San Francisco City and County Redevelopment Bonds — Int/Div — Sold (part)

Bruce Fund Mutual Fund — Int/Div

Northwest Mutual Whole Life Insurance — Int/Div

Lincoln Financial Group American Legacy 1 Variable Annuity — None

Putnam Hartford Capital Manager Variable Annuity — None

Round Hill Parmership (Real Property) — Distribution

Union Bank of California Cash Account — Int/Div

Wellsley Income Fund VWINX — Int/Div

Vanguard 500 Index Fund VFIAX — Int

Round Hill Partnership (Real Estate) Appraisal 12/30/2009 — Distribution

Country Club Offices Part. (Reat Est.) Appraisal 12/30/09 — Distribution

Penn Center Limited Part. (Real Est.) Appraisal 12/30/09 — Distribution

Potomac Place Assoc. Part. (Real Est.) Appraisal 12/30/09 — Distribution

MetLife Insurance (H) — None

Brighthouse/Aberdeen Emerging Markets Equity Portfolio — None

MetLife Russell 2000 — None

Deutsche CROC! Int'l VIP — None

Deutsche Gov't Money Market VIP — None

Fidehty Contrufund Portfolio — None

Fidelity Equity-Income Portfolio — None

Fidelity Freedom 2010 Portfolio — None

Fidelity Freedom 2020 Portfolio — None

Fidehty Freedom 2030 Portfolio — None

Fidelity Freedom 2040 Portfolio — None

Fidelity Freedom 2050 Portfolio — None

Fudelity Growth Portfolio — None

Fidelity Index 500 Portfolio — None

Fidelity Mid Cap Portfolio — None

MFS Global Equity Series — None

MFS Growth Series — None

Putnam VT Equity Income Fund — None

Pumam VT Growth Opportunities Fund — None

Pumam VT High Yield Fund — None

Putnam VT Income Fund — None

Pumam VT Sustainable Leaders Fund — None

T. Rowe Price New America Growth Portfolio — None

T. Rowe Price Personal Strategy Balanced Portfolio — None

T. Rowe Price Limited-Term Bond Portfolio — None

Brighthouse Formerly Met Life Variable Amnuity Balance Plus Portfolio — None

One America Asset Care Long Term Care — Distribution — Sold (part)

Trust #2 (H) *

Davenport & Co. Prime Cash Trust — Int/Div

ASPCX - Alger Spectra — Int/Div

TEGBX - Templeton Global Bond — Int/Div

ODVCX - Oppenheimer Developing Markets — Int/Div

AFICX - Allianz GI NFL — Int/Div

MCLVX - Black Rock Large Cap — Int/Div

HFOCX - Henderson Int'l Opportunity — Int/Div

FCAHX - Frunklin CA High Yield — Int/Div

RDSA - Royal Dutch Shell — Int/Div

Pacific Life Annuity * American Funds Asset Allocation — None

FKINX Franklin Income Fund — Int/Div

Intel — Int/Div

Abbvie — Int/Div

Kopemik GLB Allcap Institutional — Int/Div

Pimco Income P — Int/Div

AQR Managed Futures Strategy 1 — Int./y

Los Angeles County Bank Depository Fund — Int/Div

VCTXX CA Muni Money Market Fund — Int/Div

LAC Bank Depository Fund — Int/Div — Buy

Trustee, Trust #2 See comment in Part VII

Director and Member of Executive Commutiee, Constitutional Rights Foundation

Spouse's income — 2018 — Los Angeles County Superior Court Salary and Benefits

Lines 65-89: MetLife is not able to provide individual values for these assets: the value is listed as a percentage of the total. The total cash value of this policy at

the end of 2018 is $396.92. In the 2017 Amended Report the year end total for 2017 should have been reported as $420.68,

Line 79 On Amended 2017 Report: The page nunber should have been changed to reflect correct line number of 103,

Lines 3 and 16: Name changed from Horizons Stable Income Fund to Horizons Stable VALUE Fund.

Lines 3 and 11: Rebalanced - Horizons Mid Cap Equity to Horizons Stable Value Fund.

Lines S and 15: Rebalanced - LAC Savings Balanced Fund to LAC Stable Value Fund.

Lines I, 9 and 13: Rebalanced three funds, full sells, added to lines 16 and 111 accounts,

Lines 4, 10, 12,14: Rebulanced four funds with partial sells, added to lines 16 and 111 accounts,

Line 30: Name changed from Powershares to INVESCO

Lines 33 and 36: These assets were donated and full ownership transferred [not sold] m full to adult children.

Line 92 und Positions: The Trust #2 referred to in Positions and Investments and Trusts is a reference to a trust that was established for the benefit of others and of

which | was the trustee. The trust if not formally dissolved, but has very little remaining assets,

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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John Arnold Kronstadt | Frix