Virginia A. Phillips

Wells Fargo Bank, Savings & Checking Accounts — Interest

Riv.Cmps. Fed Credit Union, IRA — Interest

UCBenefts:TaxDefird403(b)Plan (bond funds) — Interest — Redemption — VIII

UBS* IRA Retirement Money Fund — Int/Div

UBS* Bank USA Dep. Acct. — Interest

Lord Abbott Affiliated Fund (IRA) (Mutual Fund) — Int/Div

Hartford Cap. Appreciation Fund Class B (mutual fund) — Int/Div

Hartford Stock Fund Class B (mutual fund) — Int/Div

California General Obligation Bond — Interest

California General Obligation Bond — Interest

UBS U.S. Large Cap ValueEquity Fund — Int/Div — sell

American Balanced Fund A (IRA) — Int/Div

American Funds Capital Income Builder A (IRA) — Int/Div

American Funds Capital World Growth & Income A (IRA) — Int/Div

American Funds Income Fund of America A (IRA) — Int/Div

American Funds Tax Exempt Fund of America A (RMA) — Int/Div

California Statewide Comm.Dev. Bond — Interest

Member, Board of Directors, Federal Bar Association, Inland Empire Chapter (non-profit org.)

VII. IN VESTMEN TS and TRUSTS — income, value, transactions (Includes those of the spouse and dependent children. See pp. 34-60 of filing instructions.)

[] NONE (No reportable income, assets, or transactions.)

A

B

C

D.

Description of Assets

Income during

Gross value at end of

Transactions during reporting period

(including trust assets)

reporting period

reporting period

0}

2)

1)

@)

M)

2)

3)

@)

©)

Place "(X)" after each asset

Amount

Type (e.g.

Value

Value

Type (e.g.

Date

Value

Gain

Identity of

Code |

div., rent,

Code 2

Method

Month -

Code 2

Code 1

exempt from prior disclosure

buy, sell,

buyer/seller

(A-H)

or int.)

(-P)

Code 3

redemption)

Day

(-P)

(A-H)

(if private

QW)

transaction)

(RMA)

18.

Antelope Valley Ca Comm. College Bond

A

Interest

K

T

(RMA)

nt eee eee eee eee et eee eet ees es oe eet het eee eee eet emt ees mbt mt mnt mts mm eet AA Sn At mt At

I. Income Gain Codes:

A =$1,000 or less

B =$§1,001 - $2,500

C =82,501 - $5,000

D =$5,001 - $15,000

E =$15,001 - $50,000

(See Columns Bl and D4)

F =§50,001 - $100,000

G =$100,001 - $1,000,000

H1 =§1,000,001 - $5,000,000

H2 =More than $5,000,000

2. Value Codes

J=$15,000 or less

K =§15,001 - $50,000

L =$50,001 - $100,000

M =§100,001 - $250,000

(See Columns C! and D3)

N =§250,001 - $500,000

0 =$500,001 - $1,000,000

P1=81,000,001 - $5,000,000

P2 =$5,000,001 - $25,000,000

3. Value Method Codes

P3=$25,000,001 - $50,000,000

P4 =More than $50,000,000

T =Cash Market

R =Cost (Real Estate Only)

(See Column C2)

Q =Appraisal

V =Other

S =Assessment

U =Book Value

W =Estimated