# Margaret Mann

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19709

## Record

- **Judge:** Margaret Mann
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 14

## Text

Genworth Variable Annuity Contract Janus Henderson Enterprise Port, — Int/Div
Genworth Vanable Annuity Contract Janus Henderson Global Res Port, — Int/Div
Genworth Vanable Annuity Contract Janus Henderson Research Port, — Int/Div
AMERICAN FUNDS GROWTH FUND OF AMERICA FF? — Int/Div — Sold
AMERICAN FUNDS INVESTMENT COMPANY OF AMERICACL A — Int/Div — Sold
AMERICAN FUNDS ELUROPACIFIC FUNDS CLASS Fa — Int/Div — Sold
Oppenheimer International Small Company Fund Class Y — Interest — Sold (part)
Oppenheimer International Small Company Fund Class Y — Interest — Sold (part)
Oppenheimer International Small Company Fund Class Y — Interest — Sold
Principal Small Mid Cap Dividend Fund Class P — Int/Div — Sold
GUGGENHEIM S&P GLOBAL WATER INDEX ETF — Int/Div
Coachella Vall CA USD Assur OID 98.053 — Interest
DELANO CA JT UN High Sch Build SR A — Interest
Turlock CA IRR DIST 2014 — Interest
Genworth Variable Annuity Contract Janus Henderson Balanced Port, — Ine
Wells Fargo Checking — Interest
Wells Fargo Savings — Interest
UBS Bank Deposit Account — Interest
COHEN & STEERS CLASS C REAL ESTATE SECURITIES FUND — Int/Div — Sold
COCA COLA COCOM — Int/Div — Sold
COLGATE PALMOLIVE CO — Int/Div — Sold
DIAGEO PLC NEW GB SPON ADR — Int/Div — Sold
INVESCOLTD — Int/Div — Sold
INTEL CORP — Int/Div — Sold
MEDTRONIC — Int/Div — Sold
Microsoft — Int/Div — Sold
NEXTERA ENERGY INC COM — Int/Div — Sold
SPDR S&P SOOETF TR — Int/Div — Sold
Union Pacific Corp — Int/Div — Sold
UNTD TECHNOLOGIES CORP — Int/Div — Sold
VF Comp — Int/Div — Sold
NOVARTIS AG SPON ADR — Int/Div — Sold
PRIME PLUS INVESTMENTS TISHMAN SPEYER LLP — Int/Div
Fidelity Adv. Consumer Staples <CLT — Int/Div
CALIFORNIA ST TAX BE/R/ MAND SINK FND — Interest
PIONEER STRATEGIC INCOME FUND CLASS C — Int/Div — Sold
Pioneer Strategic Income Y — Int/Div — Sold
Coachella CA WTR Auth. — Interest
LEUCADIA NAT'L CORP B/E 5.55% NEW — Int/Div
ANGEL OAK MULTI STRATEGY INCOME FUND CLASS C NEW — Int/Div — Sold
Accenture PLC Ireland Class A — Int/Div — Sold
Crane Co. — Int/Div — Sold
Home Depot — Int/Div — Sold
Marsh & McLennan — Int/Div — Sold
McDonalds Corp — Int/Div — Sold
Pepsico — Int/Div — Sold
Rockwell Automation — Int/Div — Sold
Texas Instruments — Int/Div — Sold
T Rowe Price Global Tech Fund — Int/Div
California ST. BE/RA 5.0% — Interest
Northern CA Transmission SRA 5.5% — Interest
California ST. BE/R 5.0% 09/01/35 — Interest
Sam Diego CA PUB FACS F1 5.00% — Interest
Motorola Solutions. inc — Interest — Sold
Riverside Water CA RV — Interest — Sold
Blackrock, Inc — Int/Div — Sold
Hartford Midcap Fund Classic — Int/Div — Sold
Virtus Vontobel Emerging Markets Opportunites Classis — Int/Div — Sold
Oppenheimer Senior Floating Rate Class C — Int/Div — Sold
Chevron Corp — Int/Div — Sold
Johnson & Johnson Com. — Int/Div — Sold
Sunco Energy Inc. New Cad — Int/Div — Sold
Bain Capital Spec. Finance — Int/Div
British American Tobacco — Int/Div — Sold
Chubbs — Int/Div — Sold
Lockheed Martin Corp — Int/Div — Sold
Praxair — Int/Div — Sold
Alerian MLP ETF — Int/Div — Buy
Alerian MLP ETF — Buy (add'l)
Alerian MLP ETF — Buy (add'l)
Alerian MLP ETF — Buy (add'l)
iShares Core S&P Mid Cap ETF — Int/Div — Buy
iShares Core S&P Mid Cap ETF — Buy (add'l)
iShares Core S&P Mid Cap ETF — Buy (add'l)
iShares Core S&P Mid Cap ETF — Buy (add'l)
iShares Core S&P Mid Cap ETF — Buy (add'l)
iShares Core S&P Small-Cap ETF — Int/Div — Buy
iShares Core S&P Small-Cap ETF — Buy (add'l)
iShares Core S&P Small-Cap ETF — Buy (add'l)
iShares Core S&P Small-Cap ETF — Buy (add'l)
iShares Core S&P Small-Cap ETF — Buy (add'l)
iShares Core MSC EAFE ETF — Int/Div — Buy
iShares Core MSC EAFE ETF — Buy (add'l)
iShares Core MSC EAFE ETF — Buy (add'l)
Vanguard S&P 500 ETC — Int/Div — Buy
Vanguard S&P 500 ETC — Buy (add'l)
Columbia Global Tech Growth Fund Class Institutional — Int/Div — Buy
Columbia Global Tech Growth Fund Class Institutional — Buy (add'l)
Columbia Global Tech Growth Fund Class Institutional — Buy (add'l)
Columbia Global Tech Growth Fund Class Institutional — Buy (add'l)
Janus Henderson Small Cap Value Fund Class — Int/Div — Buy
Janus Henderson Small Cap Value Fund Class — Buy (add'l)
Janus Henderson Small Cap Value Fund Class — Buy (add'l)
Janus Henderson Small Cap Value Fund Class — Buy (add'l)
Janus Henderson Small Cap Value Fund Class — Buy (add'l)
Janus Henderson Global Equity Income Fund Class — Int/Div — Buy
Janus Henderson Global Equity Income Fund Class — Buy (add'l)
Janus Henderson Global Equity Income Fund Class — Buy (add'l)
Janus Henderson Global Equity Income Fund Class — Buy (add'l)
JP Morgan Large Cap Growth Fund Class — Int/Div — Buy
JP Morgan Large Cap Growth Fund Class — Buy (add'l)
JP Morgan Large Cap Growth Fund Class — Buy (add'l)
JP Morgan Large Cap Growth Fund Class — Buy (add'l)
JP Morgan Large Cap Growth Fund Class — Buy (add'l)
MFS Value Fund Class — Int/Div — Buy
MFS Value Fund Class — Buy (add'l)
MFS Value Fund Class — Buy (add'l)
MFS Value Fund Class — Buy (add'l)
MFS Value Fund Class — Buy (add'l)
MFS Value Fund Class — Buy (add'l)
Oppenheimer International Small-Mid Company Fund Class Y — Int/Div — Buy
Oppenheimer International Small-Mid Company Fund Class Y — Buy (add'l)
Oppenheimer Developing Markets Class Y — Int/Div — Buy
Oppenheimer Developing Markets Class Y — Buy (add'l)
Oppenheimer Developing Markets Class Y — Buy (add'l)
Principal Midcap Fund Class 1 — Int/Div — Buy
Principal Midcap Fund Class 1 — Buy (add'l)
Principal Midcap Fund Class 1 — Buy (add'l)
Principal Midcap Fund Class 1 — Buy (add'l)
Principal Midcap Fund Class 1 — Buy (add'l)
Angel Oak Multi-Strategy Income Fund Class INSTL — Int/Div — Buy
Angel Oak Multi-Strategy Income Fund Class INSTL — Buy (add'l)
Angel Oak Multi-Strategy Income Fund Class INSTL — Buy (add'l)
Angel Oak Multi-Strategy Income Fund Class INSTL — Buy (add'l)
Double Line Total Return Fund INSTL — Int/Div — Buy
Double Line Total Return Fund INSTL — Buy (add'l)
Double Line Total Return Fund INSTL — Buy (add'l)
Double Line Total Return Fund INSTL — Buy (add'l)
Double Line Total Return Fund INSTL — Buy (add'l)
Double Line Total Return Fund INSTL — Buy (add'l)
Double Line Total Return Fund INSTL — Buy (add'l)
JP Morgan Core Bond Fund Class — Int/Div — Buy
JP Morgan Core Bond Fund Class — Buy (add'l)
JP Morgan Core Bond Fund Class — Buy (add'l)
JP Morgan Core Bond Fund Class — Buy (add'l)
JP Morgan Core Bond Fund Class — Buy (add'l)
Oppenhemmer SR Floating Rate FD Class Y — Int/Div — Buy
Oppenhemmer SR Floating Rate FD Class Y — Buy (add'l)
Director, National Non-profit CARE Advisory Board of Directors
Trustee, Famaly Trust - See Additional Information,
Co-Trustee, Family Trust 2 - See Additional Information.
Reimbursement — California Bankruptcy Forum — 05/17/2018 to 05/202018 — Lake Tahoe, CA — Speaking at the Conference — meals and hotel
Reimbursement — National Conference of } Bankruptcy Judges — 10,27/2018 to 10/31,2018 — Las Vegas, NV — Speaking at the Conference — meals, airfare and hotel
Spouse's income — 2018 — Income From Law Offices of Michael T. O'Halloran
Family Trust |

Since before | was appointed, my spouse and | have been co-trustees of our intervivos family trust, All assets of the intervivos trust are now, and have always been,

included in these reports.

Family Trust 2

My father has a trust he established in which I am one of the four contingent beneficiaries. | have no current interest in the trust assets. Although | am a co-trustee

with my sister, my father retains all decision making regarding the assets in the trust until his death. For this reason, none of the assets of the trust are included in

this report or any earlier reports.

Name Changes

There were two name changes in 2018 to line 11:

April 2018 — from Guggenheim S&P Global Water ETF to Powershares S&P Global Water Index Portfolio

June 2018 - from Powershares S&P Global Water Index Portfolio to Invesco S&P Global Water Index ETF

Errors in Previous Reports

American Funds of Europacitic Fund Class F was sold on 04/05/08.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19709. Public record. Not legal advice.