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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • UCLA Alumni Awards Committee
  • U.S.Air Force

As filed

Washington Mutual Investors Fund WSHCX — Int/Div

American Funds New Perspective Fund — Int/Div

Putnam CA Tax Exempt Income FD CLC — Int/Div

IRA Rollover — Int/Div

Growth FD Amer Inc - GFACX

Franklin Rising Dividends - FRDTX

Allianz NFJ Small Cap - PCVCX

Capital World Growth & Income CWGCX

Pimco Total Return - PTTCX

Amer Balanced Fund - BALCX

Invesco) VK Global Franchise Fund VGFCX

529 Savings Plan #2 — Int/Div

American Funds - Growth Fund — Sold (part)

American Funds - Growth Fund — Sold (part)

American Funds - New Perspective Fund

Washington Mutual Investors Fund

American Funds - Capital Income Builder — Sold (part)

Chairman, UCLA Alumni Awards Committee

Reimbursement — U.S.Air Force — September 1-4,2011 — Colorado Springs, CO — Induction into Hall of Fame — Transportation, Meals, Hotel

1. Part VII: Item 28: BlackRock Equity Dividend Fund S (MSDVX) replaced Davis New York Venture Fund R (NYVRX) on September 28, 2011.

2. Part VII: Item 74: This fund was listed as FDRXY in th 2010 report. The correct fund symbol is FDRXX.

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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Cormac J. Carney | Frix