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Pull out the substance of this filing.

What was filed

  • 85

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Santa Clara Inn of Court
  • Intellectual Property Board of Advisors - George Washington Law School
  • Santa Clara Law School IP Advisory Board
  • Court Designated Child Advocates - wages

As filed

Emeryville Redev Bond — Interest

Sacramento Utility Bond — Interest

California Water Bond due 2016 — Interest

California Water Bond due 2018 — Interest

Davis NY Venture Mut Fund — Int/Div — Sold (part)

Davis NY Venture Mut Fund — Sold (part)

Templeton Foreign Fund — Int/Div — Sold (part)

Prudential (Dryden) Cal Muni Fund — Int/Div

Pax World Fund — Int/Div

First Eagle Global Fund — Int/Div — Sold (part)

Bank of the West Acct — Interest

Bank of the West Acct — Interest

Condo, Ketchum, Blaine County, ID — Rent

Condo, Los Gatos, Santa Clara County, CA — None

Calamos Investment Trust Growth Fund — None

Eaton Vance Health Science Fund — Int/Div

von Weise Properties, LLC — Distribution

Solano CA 3.5% Bond 24. Pomona CA Bond — Interest

CMA Money Fund — Int/Div

ML Bank Deposit — Interest

Sacramento San Bd — Interest

Reassure Annuity — Interest

Fremont CA Un High Sch Bond — Interest

Alameda Corridor Tran Bond — None

San Jose Redev Agy Bond — Interest

CD Captial One Bk — Interest — Redeemed

CD American Express Bk — Interest

Dreyfus Appreciation Fund — Int/Div

Pimco Short Term Fd. — Int/Div — Sold (part)

USAA Cornerstone Strat Fund — Int/Div

Blackrock Global Alloc. Fund — Int/Div — Buy

Currency Shares-Australian Dollars — Interest — Buy

Currency Shares-Canadian ETF — Interest — Buy

1 Shares Barclays 1-3 year credit — Int/Div — Buy

i Shares Barclays 1-3 Treas, — Int/Div — Buy

Ivy Asset Strategy Fd — Int/Div — Buy

Merck Hard Currency Fd. — Int/Div — Buy

Pimco Commodity RR Strat. — Int/Div — Buy

Sector SPDR Ulilities — Int/Div — Buy

SPDR Gold Trust — None — Buy

SPDRS P Divd ETF — Int/Div — Buy

Vanguard MSC] Emerg — Int/Div — Buy

Wisdomtree Inv. Inc — Int/Div — Buy

Currency Shares Swiss Fr. — None — Buy

Emeryville Redev Bond — Interest

Sacramento Utility Bond — Interest

California Water Bond due 2016 — Interest

California Water Bond due 2018 — Interest

Davis NY Venture Mut Fund — Int/Div — Sold (part)

Davis NY Venture Mut Fund — Sold (part)

Templeton Foreign Fund — Int/Div — Sold (part)

Prudential (Dryden) Cal Muni Fund — Int/Div

Pax World Fund — Int/Div

First Eagle Global Fund — Int/Div — pan)

Bank of the West Acct — Interest

Bank of the West Acct — Interest

Condo, Ketchum, Blaine County, ID — Rent

Condo, Los Gatos, Santa Clara County, CA — None

Calamos Investment Trust Growth Fund — None

Eaton Vance Health Science Fund — Int/Div

von Weise Properties, LLC — Distribution

Artio Inter Fund (Julius Baer) — Int/Div — Sold (part)

Oppenheimer Dev Mrks Fd — Int/Div

Chase (formerly Wash Mut Bank) — Interest

Rosemead Ca 3.5 Redev Bond — Interest — Redeemed

Ceres Ca Redev Bond — Interest

Solano CA 3.5% Bond — Interest

Pomona CA Bond — Interest

CMA Money Fund — Int/Div

ML Bank Deposit — Interest

Sacramento San Bd — Interest

Reassure Annuity — Interest

Fremont CA Un High Sch Bond — Interest

Alameda Corridor Tran Bond — None

San Jose Redev Agy Bond — Interest

CD Captial One Bk — Interest — Redeemed

CD American Express Bk — Interest

Dreyfus Appreciation Fund — Int/Div

Pimco Commodity RR Strat — Int/Div — Buy

Sector SPDR Utilities — Int/Div — Buy

SPDR Gold Trust — None — Buy

SPDRS P Divd ETF — Int/Div — Buy

Vanguard MSC! Emerg — Int/Div — Buy

Wisdomtree Inv. Inc — Int/Div — Buy

Currency Shares Swiss Fr. — None — Buy

Member of Exec. Committee, Santa Clara Inn of Court

Member, Intellectual Property Board of Advisors - George Washington Law School

Member, Santa Clara Law School IP Advisory Board

Spouse's income — 2010 — Court Designated Child Advocates - wages

Part VII, items 5 and 6: Item 5 shows the income received during the reporting period from the shares held in the NY Davis fund and the vlaue of the asset held at

the end of the reporting period. Item 6 just shows the value and gain realized from the second sales transaction of a portion of the NY Davis fund holding during

the reporting period.

Part VII, Item 13: Ketchum ID condo's assessed value is $414,000.

Part VII, Item 14: Los Gatos CA condo's assessed value is $264,754.

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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