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What was filed

  • 40

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • VIII. notes)

As filed

Bank Dep Sweep Opt — Interest

Baron Asset Fund — None — Buy

Baron Asset Fund — Buy (add'l)

Bndgeway Fund, Inc — None — Buy

Bndgeway Fund, Inc — Buy (add'l)

Capital World Growth & Income Fund, Cl A — Int/Div — Sold

Capital World Growth & Income Fund, CI F — Int/Div — Sold

Centenmal Money Mkt — Interest — Closed — VIII. notes)

Cisco Systems — None

Dodge & Cox Income — None — Buy

Dodge & Cox Income — Buy (add'l)

Dodge & Cox Intemational — None — Buy

Dodge & Cox Intemational — Buy (add'l)

Dodge & Cox Intemational — Buy (add'l)

Duke Energy Corp — Int/Div

Emerson Electric — Int/Div

EuroPacific Growth Fund — None — Buy

EuroPacific Growth Fund — Buy (add'l)

Exxon/Mobil Corp. — Int/Div — VIII. notes)

Federated Money Market — Interest

Fidelity Adv Eq & Inc, C1 A (converted fr om FA Eq Pont B) — Int/Div — Sold

Fidelity Adv Mid Cap Fund, CI A — None — Sold

Franklin Custodian Funds, Growth Senes Cl A — None — Sold

Franklin Rising Dividends A — Int/Div — Sold

Franklin Small Mid Cap Growht Fund, C1 A — None — Sold

General Electric — Int/Div

Growth Fund America lnc., C1 A — Int/Div — Sold

Growth Fund Amencalnc., CIF — Int/Div — Sold

Investment Co. Amenca, CIF — Int/Div — Sold

Johnson & Johnson — Int/Div

Medtronic, Inc — Int/Div — Sold

Mutual Service Fund, Inc., Beacon Fund Cl A — Int/Div — Sold

Oppenheimer Main Str Fund — Int/Div

Vanguard Strategic Equity Fund — Int/Div — Buy

Vanguard Total International Stock Index F und — Int/Div — Buy

Vanguard Total International Stock Index F und — Buy (add'l)

Vanguard Total Stock Market Index Fund — Int/Div — Buy

Vanguard Wellesley Income Fund — Int/Div — Buy

Vanguard Wellington Fund — Int/Div — Buy

Washington Mutual Investors Fund — Int/Div — Sold

Agreement — 1/1/99 — Public Employees Retirement System, State of Washington (retirement benefit plan)

VIL. 9. Centennial Money Market was the money market fund associated with Judge Pechman’s investments with AG Edwards. Judge Pechman moved all her

investments over to Vanguard Securities in August 2008; AG subsequently was dissolved.

VII. 20. The Exxon Mobil

istakenly reported as "Sold" in the 2007 FDR; that uransaction should have been reported as "Sold (parn)” as there are still

stock wa

holdings of Exxon stock in

PE

ortfolio.

was mista

reported as "Sold" in the 2007 FDR; that transaction should have been reported as "Sold (part)” as there are still

VII. 38. The Target stock

a

ortfolio.

holdings of Targa stock in

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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