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Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 0

    positions

  • 3

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • note in Part VIII
  • note in Part VII11
  • The Wolf Group
  • Davis, Polk & Wardwell LLP
  • Latham & Watkins, LLP
  • Bank of America
  • Reuben Clark Law Society. Los Angeles Chapter
  • Clark County School District-Salary

As filed

Bank of America — Interest

Campus Federal Credit Union — Interest

American Funds MMA — Interest

Southern California Edison Common Stock — None

Fidelity Destiny IRA — None

Acacia Life Insurance (whole life) — None

American General Insurance — None

VALIC (retirement) — None — note in Part VIII

Mid Cap Value Fund — note in Part VIII

Mid Cap Index Fund — note in Part VIII

Small Cap Index Fund — note in Part VIII

Intermational Small Cap Equity Fund — note in Part VIII

Stock Index — note in Part VIII

Large Cap Value Fund — note in Part VII11

Foreign Value Fund — note in Part VIII

Socially Responsible Fund — note in Part VIII

Fixed Account Plus — note in Part VIII

Vanguard Windsor — note in Part VIII

Blue Chip Growth — note in Part VIII

Large Cap Core — note in Part VIII

Mid Cap Growth Fund — note in Part VIII

Buena Lanes (passive partnership) — Distribution

Virginia Educational Savings Trust — None

Rental Property, Henderson, NV — Rent

Gift — The Wolf Group — Consulting Services — $20,000.00

Gift — Davis, Polk & Wardwell LLP — Legal Services — $5,350.00

Gift — Latham & Watkins, LLP — Legal Services — $678,310.08

Agreement — 2.1999 — Contract with Greenwood Press as co-author for book (published 2006)

Liability — Bank of America — Mortgage on rental property, Henderson, NV (Part VII, line 31)

Reimbursement — Reuben Clark Law Society. Los Angeles Chapter — 12/07/2010 — Brownstein Hyatt Farber Schreck, LLP — Luncheon, Talk — transportation, meal, parking

Spouse's income — 2010 — Clark County School District-Salary

Part:

The reportable assets of Trust #1 are listed separately in Part VII.

Part VII:

My VALIC account (line 10) consists of a VALIC rollover individual retirement account (IRA) and a traditional IRA.

Lines 11-27 are qualified (pre-tax) plans within my VALIC account (line 10). The qualified plans (lines 11-27) are added or removed by VALIC through a

managed account. [ have no control over the decisions to add or remove qualified plans; all such decisions are made by the account manager.

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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