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Pull out the substance of this filing.

What was filed

  • 74

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Lanc Mgmt
  • an of Account 1; Custodian of Accounts JSL I through 3, BCS h 4, anc SSD 1 through 3

As filed

No reportab’e income,

Rea Property

Parcel 1, Cambria, CA

Parcel 2, Ante ope Va ‘ey, CA

3, San Bemarcino, CA — Se — Lanc Mgmt

in Account 1:

AT&T Corp common — Int/Div

AT&T Corp common — B._S

DE Time Warner Inc — Int/Div

DE Time Warner Inc — Buy

Este _auder Co. common — Int/Div

Media “nteractive (LINTA)

Fo dings Series A “iberty Gobal Cass A (LBTYA)

Global Series C (.3TYK)

3rancs common — Int/Div

McKesson Corp. common oo — Int/Div — Gift

Microsoft common — Int/Div

00Cs .nc. common ] — Int/Div

oo "2 Watson 2harmaceutica’ s common

Washington V.utua common — Int/Div

Xcel Energy “nc. common 1s Charles Schwa> Vuni Voney Tun — Int/Div — Sa'e Acc Buy

Xcel Energy “nc. common 1s Charles Schwa> Vuni Voney Tun — Se.

Xcel Energy “nc. common 1s Charles Schwa> Vuni Voney Tun — Buy

Air ines common — Int/Div

Nortaern “rust Municipal Money Mar cet Func — nt

Corp. common — Int/Div

Motor common — Sae

Motor common — Buy

Citigroup common — Int/Div

Char es sciwa) Money .v arget — Int/Div

Warner Inc — J1vV

Cisco Systems common

Treas Rept 02/15/08

A»»are Group — Jv.

Mecia C ass A Common

Media 1 dg (LINTA)

V.edia H dg (L.CA2A)

common — Int/Div

Tec ino ogy — Sale

i1slier common

Corp

C ass B New

Energy, Inc. Common — Int/Div

es Schwab Money Maret “und — J1v

Corp — Int/Div

Mart Stores Inc — Int/Div

Corporation — Int/Div

ST TT oT Ze cin Account 7: : ]

Schwab Voney Varlet “und IBM common — Int/Div

V.icrosystems common

as Custodian:

Energy ‘nc. common — Int/Div

No. 1

Ta BankAmerica bond 10/15/71 — to Bo

Properties C'ass A — to Beneficiary

Inc. common — to 3eneficiary

Znergy nc — Int/Div — to 3eneficiany

Biddle Class A — Int/Div — er to Beneficiary

es Scawab ‘Money Maret Fund — Int/Div — to Beneficiary

Mutual Common — Int/Div — er to Beneficiary

No. 2

Value Advantage Fund — Int/Div

Motor Creditnote 1/25/07 — ERA ' _ Bond Rec eemec

GNMA PL #569964 — Int.

Mutual common — Int/Div

Sout Corp. common — Int/Div — w/ 0

of America Corp. — Int/Div

T New — Int/Div

T New — from EYES South

VM Investment Partners: 1

M Investment Pars resent oore — Jistr

0&M Investment Partner/Playa i Vista - 0.& M Investment Partners/P aya Vista I

M Investment Partners/Post Street — str

O&M Investment 3 Partners/Wedbus 1 Canita

Cian; Custocian, an of Account 1; Custodian of Accounts JSL I through 3, BCS h 4, anc SSD 1 through 3

spouse and dependent children. See pp. 34-57 of Instructions.)

ot exempt fr

Us

Vion

bs il

de

|

i

of

cli

i

—

!

i

NONE

(No reportable

1nco

assets, or transactions)

SI

3

|

|

Bank of America

None

L

——

Beal Bank, Acct. 1

is

Int |

ie

ps

Beal Bank, Acct. 2

Int

—

First Republic Bank, Acct. 2

1-2

M

A

—

a.

Int |

Redsmmed

Fremont Inv. & Loan, Acct. 1

Int

Fremont Inv. & Loan, Acct. 2

—

i

a

Int |

Indymac Bank FSB

Int

1-6

M

Prighpse

in

—

S—

sins

70

00!

00

001

00

rk

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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