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Pull out the substance of this filing.

What was filed

  • 68

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Chapman Law School
  • Association of Business Trial Lawyers
  • ~ + = - i I=] pen UCLA Alumni Association Ji] So Ad
  • Association

As filed

Wells Fargo Bank Accounts — Int/Div

Wells Fargo Bank Account — Int/Div

World Bank Account — Int/Div

Janus Twenty Fund — None

Columbia Stragetic Investor Fund — Int/Div

Janus Global Technology — None

AMGN — None

MSCC — 1

American Century - Ultra — Distribution

County Deferred Comp. Plan - Stable Value Fund — Int/Div

IRA Brokerage — Int/Div

Schwab Total Bond Fund - SWLBX

Schwab Money Market Fund

AMAT

ATMEL (Y)

CSCO

COST

Clipper Fund CFIMX

MSCC

Meridian Growth Fund MERDX

Schwab 1000 Index Fund - SNXSX

Schwab Intl Index Fund - SWINX

Vanguard Small Cap Index Fund - NAESX

401(k) — None

Davis NY Venture - NYVRX

Fidelity Advisor Freedom 2020 - FDTFX

Brokerage Account

American Funds - Balanced — Int/Div

Capital Income Bldr FD - CIBCX — Int/Div

American Funds Growth Fund — Int/Div

Van Kampen Equity Small Caps — None

Washington Mutual Investors Fund WSHCX — Int/Div

Putnam CA Tax Exempt Income FD - CLC — Int/Div

IRA Rollover — Int/Div

Growth FD Amer Inc - GFACX

Franklin Rising Dividends - FRDTX

Allianz NFJ Small Cap - PCVCX

Capital World Growth & Income - CWGCX

Pimco Total Retum- PTTCX

Amer Balanced Fund - BALCX

American Funds - Growth Fund

American Funds - New Perspective Fund

Washington Mutual Investors Fund

American Funds - Capital Income Builder

American Funds - Balanced Fund

American Funds - Bond Fund

529 Savings Plan #2 — Int/Div

American Funds - Growth Fund

American Funds - New Perspective Fund

American Funds - Capital Income Builder

American Funds - Balanced Fund

American Funds - Bond Fund

529 Savings Plan #3 — Int/Div

American Funds - Growth Fund

American Funds - New Perspective Fund

Washington Mutual Investors Fund

American Funds - Capital Income Builder

American Funds - Balanced Fund

American Funds - Bond Fund

529 Savings Plan #4 — None

CA College Portfolio (INDEX) (formerly CA Portfolio 2006)

Variable Life Insurance — Int/Div

NW Mutual -Mid Ca Grth Stock (formerly Ager. Grth Stock Fd)

NW Mutual Growth Stock Fund

NW Mutual Index 400 Stock Fund

Russell Non-US Fund

T Rowe Small Cap Value Fund

NW Mutual Cap Guard Domestic Eq Fund

Dean's Council, Chapman Law School

Advisory Board, Association of Business Trial Lawyers

Board Member, ~ + = - i I=] pen UCLA Alumni Association Ji] So Ad

Reimbursement — Association

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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