Barry Russell

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

230
investments
4
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
0
spouse income

Named parties

L.A. FBA Medal of Valor, Non-Profit
Western Justice Center Foundation, Non-Profit
Activity Source for Seniors, Inc, Non-Profit
L.A. FBA Legal Eduction Foundation, Non-Profit
Cahforni Bankruptcy Forum
Annual Meeting (acceptance of Kinter Award)
Book Rovalty, Thomson-West

As filed

ADAP — Int/Div — Buy

ADAP — Int/Div — Sold

Southland Civic Credit Union, Los Angeles CA — Interest

American Tax Credit Prop II, LTD. (see Part VIIT) Partnership — None — Closed

Time Share - Palm Springs, CA (see Part VII for addt'l information)

MSFT — Int/Div

LUCENT — Int/Div

CISCO — Int/Div

AOL — Int/Div

IBM — Int/Div

YHOO — Int/Div

ITEL — Int/Div

E-TRADE — Int/Div

VTSS — Int/Div

MCI — Int/Div

AMAT — Int/Div

Charles Schwab & Co., Inc. (L&S Advisors) (See Part VIII — Int/Div

Charles Schwab & Co., Inc. (L&S Advisors) (See Part VIII — Int/Div — Buy

ABMD — Int/Div — Buy

ABMD — Int/Div — Buy (add'l)

ABMD — Int/Div — Sold

ADBE — Int/Div — Buy

ALXN — Int/Div — Buy

ATVI — Int/Div — Sold

AVXS — Int/Div — Buy

AVXS — Int/Div — Sold

BABA — Int/Div — Sold (part)

GOOGL — Int/Div

AMZN — Int/Div

AAPL — Int/Div — Sold

ADSK — Int/Div — Buy

BIDL — Int/Div — Sold (part)

BIDL — Int/Div — Sold

BIDL — Int/Div — Buy

BIDU — Int/Div — Sold (part)

BIDL — Int/Div — Sold

BIDL — Int/Div — Buy

BIDL — Int/Div — Sold (part)

BIDL — Int/Div — Buy (add'l)

BIDL — Int/Div — Sold

BIDL — Int/Div — Buy

BIDL — Int/Div — Sold

BZUN — Int/Div — Buy

BZUN — Int/Div — Buy (add'l)

BZUN — Int/Div — Sold

BHVN — Int/Div — Buy

BMRN — Int/Div — Buy

BMRN — Int/Div — Sold (part)

BLLE — Int/Div — Buy (add'l)

BLLE — Int/Div — Sold (part)

BLLE — Int/Div — Buy (add'l)

BLLE — Int/Div — Sold (part)

BLLE — Int/Div — Buy (add'l)

BLLE — Int/Div — Sold

AVGO — Int/Div — Sold (part)

AVGO — Int/Div — Buy

AVGO — Int/Div — Sold (part)

CELG — Int/Div — Sold (part)

CELG — Int/Div — Sold

CERN — Int/Div — Buy

CERN — Int/Div — Sold

PLCE — Int/Div — Sold (part)

PLCE — Int/Div — Buy (add'l)

PLCE — Int/Div — Sold (part)

PLCE — Int/Div — Sold

China Lodging Group — Int/Div — Buy

China Lodging Group — Int/Div — Buy (add'l)

China Lodging Group — Int/Div — Sold

CRSP — Int/Div — Buy

CRSP — Int/Div — Sold

CRTO — Int/Div — Buy

CRTO — Int/Div — Buy (add'l)

CRTO — Int/Div — Sold

CRTO — Int/Div — Buy

CRTO — Int/Div — Buy (add'l)

CRTO — Int/Div — Buy

CRTO — Int/Div — Sold

CRTO — Int/Div — Buy

CRTO — Int/Div — Sold (part)

CRTO — Int/Div — Sold

ENVA — Int/Div — Buy

ENVA — Int/Div — Sold (part)

ENVA — Int/Div — Sold

FB — Int/Div

FINT — Int/Div — Buy

FTNT — Int/Div — Sold (part)

GRUB — Int/Div — Sold (part)

GRUB — Int/Div — Buy (add'l)

GRUB — Int/Div — Sold

HCLP — Int/Div — Buy (add'l)

HCLP — Int/Div — Sold (part)

HCLP — Int/Div — Sold

HCLP — Int/Div — Sold (part)

INCY — Int/Div — Buy (add'l)

INCY — Int/Div — Sold

ISRG — Int/Div — Sold (part)

ISRG — Int/Div — Buy

ISRG — Int/Div — Sold

ISRG — Int/Div — Buy (add'l)

ISRG — Int/Div — Sold (part)

ISRG — Int/Div — Sold

JUNO — Int/Div — Sold

JUNO — Int/Div — Buy

LRCX — Int/Div — Buy (add'l)

LRCX — Int/Div — Sold (part)

LRCX — Int/Div — Sold

MEL] — Int/Div — Sold (part)

MSFT — Int/Div

MSFT — Int/Div — Sold

MOMO — Int/Div — Buy (add'l)

MOMO — Int/Div — Sold (part)

MOMO — Int/Div — Buy (add'l)

MOMO — Int/Div — Sold

NFLX — Int/Div — Buy (add'l)

NFLX — Int/Div — Sold (part)

NTDOY — Int/Div — Buy (add'l)

NTDOY — Int/Div — Sold

NTNX — Int/Div — Buy (add'l)

NTNX — Int/Div — Sold (part)

NTNX — Int/Div — Sold

NVDA — Int/Div — Sold (part)

ORLY — Int/Div — Buy

PANW — Int/Div — Sold (part)

PANW — Int/Div — Buy (add'l)

PANW — Int/Div — Sold (part)

PYPL — Int/Div — Sold (part)

PYPL — Int/Div — Sold

REGN — Int/Div — Sold

MARK — Int/Div — Buy (add'l)

MARK — Int/Div — Sold

ROKL — Int/Div — Buy

ROKU — Int/Div — Buy (add'l)

ROKL — Int/Div — Buy (add'l)

ROKL — Int/Div — Sold

ROKL — Int/Div — Buy

SBAC — Int/Div — Sold (part)

SBAC — Int/Div — Sold

SBAC — Int/Div — Sold (part)

SPLK — Int/Div — Buy

SRPT — Int/Div — Buy (add'l)

SRPT — Int/Div — Sold (part)

SHOP — Int/Div — Sold (part)

SINA — Int/Div — Sold

SWKS — Int/Div — Sold

SWKS — Int/Div — Buy (add'l)

SST1 — Int/Div — Buy

SST1 — Int/Div — Buy (add'l)

SST1 — Int/Div — Sold

SPOT — Int/Div — Buy

SPOT — Int/Div — Sold

Supervalu Inc — Int/Div — Buy

Supervalu Inc — Int/Div — Buy (add'l)

Supervalu Inc — Int/Div — Sold

DATA — Int/Div — Buy

DATA — Int/Div — Sold (part)

DATA — Int/Div — Sold

TDOC — Int/Div — Buy

TDOC — Int/Div — Sold

I1LRY — Int/Div — Buy

TLRY — Int/Div — Sold

TCEMY — Int/Div

T™MO — Int/Div

ULTA — Int/Div — Sold (part)

UNH — Int/Div

UNH — Int/Div — Buy (add'l)

UNH — Int/Div — Sold (part)

UNH — Int/Div — Buy (add'l)

UNH — Int/Div — Sold (part)

WV — Int/Div

WV — Int/Div — Sold

VKTX — Int/Div — Buy

VKTX — Int/Div — Buy (add'l)

VKTX — Int/Div — Sold

VKTX — Int/Div — Buy

VKTX — Int/Div — Sold (part)

WDAY — Int/Div — Buy

WDAY — Int/Div — Buy (add'l)

WDAY — Int/Div — Sold

XLNX — Int/Div — Buy

XLNX — Int/Div — Buy (add'l)

XLNX — Int/Div — Sold (part)

XLNX — Int/Div — Sold

XLNX — Int/Div — Buy

XLNX — Int/Div — Sold (part)

Stifel, Nicolaus & Company TOD Account see Part VII for addr] info. — Int/Div

FB — Int/Div

INDUSTRY CA PUB FACS AUTH TAX ALLOC REV RFDG — Interest — Sold

ANAHEIM CA CMNTY DIST SPL TAX 08 PLATINUM — Interest

FRESNO CA PENSION OBLIGS NPFG B/ FE TXBL REV — Interest

PUERTO RICO CMNWLTH PUB IMPT AGM BE — Interest — Sold

HEMET CA USD RFDG 2012 ELECT SER A — Interest

GROSSMONT CA UN HIGH SCH DIST RFDG — Interest

CALIFORNIA ST PUB WKS BRD LSE REV DEPT CORR & REHAB SER H B/E — Interest — Buy

DAVIS CA SPL TAX CMNTY FACS DIST 2015 1 REV BE — Interest

NORWALK CA REDEV AGY TAX ALLOC REV RFDG — Interest

CALIFORNIA ST RFDG VARIOUS PURP BE PTC — Interest

INDEPENDENT CITIES CA FIN MOBILE HM REV RFDG — Interest

FOLSOM CORDOVA CA UNI SCH DIST SCHFACS IMPTDIST4BBE OID — Interest — Buy

FEDL NATL MTG ASSN REMIC SER 194.61 CLE — Interest — Sold (part)

VALERO ENERGY PARTNERS SR NOTE — Interest — Buy

AB HIGH INCOME — Int/Div

OPPENHEIMER STEELPATH MLP INCOME — Interest

SMARTTRCAMUNS — Int/Div — Sold

SMART TRUST DYNAMIC SECTOR INCM 1S — Int/Div — Sold

SMART TR CA MUN S — Int/Div — Sold

SMART TRUST CA MUN 6 — Int/Div

GUGGENHEIM FLTG RATE & DIV GRWTH 14 — Int/Div

SMART TRUST CEFA SELECT BDC 10 — Int/Div

SMART TRUST TECHNOLOGY REVOLUTION MORE — Int/Div — Buy

FIRST TRUST EQUITY INCOME 61 MO RE — Int/Div — Buy

American Century Investments - Growth Fund — Int/Div — Open

American Century Investments - Heritage Fund — Int/Div — Open

Director, L.A. FBA Medal of Valor, Non-Profit

Director, Western Justice Center Foundation, Non-Profit

Director, Activity Source for Seniors, Inc, Non-Profit

Director, L.A. FBA Legal Eduction Foundation, Non-Profit

Reimbursement — Cahforni Bankruptcy Forum — May 17-20, 2018 — Lake Tahoe, CA — Bankruptcy Lecture — Meals, Hotel & Transportation

Reimbursement — Annual Meeting (acceptance of Kinter Award) — 0018 00

Income — 2018 — Book Rovalty, Thomson-West — S40. 169.00

Part VII, No. 2. American Tax Credit Prop. Il, LTD. To my knowledge, the limited partnership dissolved at some pomt during 2018. The exact date is unknown to

me, There were no transactions during 2018 or distributions upon dissolution of the partnership.

Part VII, No. 3. Time Share - Palm Springs, CA: Purchased in December 13, 1996, Purchase price: $7,990.00

Part VII, No. 15. Stocks listed in nos. 16-202 in Part VII are part of the L&S Advisors (Charles Schwab) account

Part VII, No. 203. Stocks listed in nos. 204-228 in Part VII are held in a Stifel Nicolas Brokerage Firm Account

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.