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Pull out the substance of this filing.

What was filed

  • 70

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Chapman Law School
  • Association of Business Trial Lawyers
  • Federal Bar Association
  • UCLA Alumni Association

As filed

Wells Fargo Bank Accounts — Int/Div

Wells Fargo Bank Account — Int/Div

World Bank Account — Int/Div

Janus Twenty Fund — Int/Div

Janus Global Technology — None

AMGN — None

MSCC — Int/Div

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 (X)

CSCO

COST

MSCC

Schwab 1000 Index Fund - SNXSX

Schwab Intl Index Fund - SWINX

Tweedy Browne Global Value Fund TBGVX

Vanguard Small Cap Index Fund - NAESX

401(k) — Int/Div

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 — None

Van Kampen Equity Small Caps — None

Washington Mutual Investors Fund WSHCX — Int/Div

American Funds New Perspective Fund — None

Putnam CALif Tax Exempt Income FD CLC — Int/Div

IRA Rollover — Int/Div

Growth FD Amer Inc - GFACX

Franklin Rising Dividends (formerly Managed TR Rising) FRDTX

Allianz NFJ Small Cap (formerly Pimco Fds Multi Mrg) PCVCX

Capital World Growth & Income - CWGCX

Pimco Total Return (formerly FDS Total Return) PTTCX

Amer Balanced Fund - BALCX

VK Global Franchise Fund (formerly VK Ser Fund) VGFCX

529 Savings Plan #1 — 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

American Funds - Growth Fund

Washington Mutual Investors 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 — Int/Div

CA Portfolio 2006 INDEX (formerly Golden State ScholarShare)

Variable Life Insurance — Int/Div

NW Mutual - Aggressive Growth Stock Fund

NW Mutual Growth Stock Fund

NW Mutual Index 400 Stock Fund

NW Mutual Small Cap Growth Stock Fund

Russell Non-US Fund

Russell Real Estate Securitites Fund

T Rowe Small Cap Value Fund

NW Mutual Cap Guard Domestic Eq Fund

Dean's Council, Chapman Law School

2: Advisory Board, Association of Business Trial Lawyers

Board Member, Federal Bar Association

Board- Member, UCLA Alumni 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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