A. Howard Matz

2009

Ask Donna

Pull out the substance of this filing.

What was filed

47
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

Trust
Wh ~
State Bar of California

As filed

TRUSTNO.3 — Int/Div

AllianceBemstein Tax Mged — Sold

AllianceBernstein Tax Mged — Sold

TRUST ONE — Int/Div

Alhanz Occ Opport

AT&T — Sold

Black Rock Equity Dividend Fund

Comcast Com — Sold

Harbor Capital Appreciation — Sold

Harbor International Fund — Sold

Schwab Money Fund

Walt Disney Co

TCW Total Retum Bond Fund — Buy

Oakmark Intemational Small Cap Fund — Buy

ICM Small Company Portiolio — Buy

Forward Tactical Growth Inst — Buy

JP Morgan Strategic Income Fund — Buy

IRA ROLLOVER — Int/Div

Alhanz Occ Opport

Arisan Intemational

Dodge & Cox Stock Fund — Sold

Fidelity Floating Rate High Income — Sold

Oakmark Intl. Small Cap Fund

Permanent Portfolio — Sold

Schwab Moncey Fund

Black Rack Equity Dividend Fund — Buy

TCW Total Return Bond Fund — Buy

TCW Total Retum Bond Fund — Sold

TRUST NO. TWO — Interest

Calif St G/O Bond 2035

Contra Costa LA Bond

Calif. St G/O 2033

Torrance CA Bond

Capistrano CA Bond

Bonita Canyon CA Bond

Cermitos CA Bond

Willis CA Bond

Cupertino CA Bond

Calif. HFA 5.975%

Bell Gardens 5%

TRUST NO. 6 — Interest

TIAA-CREF — Interest

Co-Trustor and Co-Trustee, Trust

4., Wh ~

Reimbursement — State Bar of California — November 12-13, 2009 — Pana Point, California — Recipient of Award — Reimbursement for food and lodg 0.00

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