# Lawrence Joseph O'Neill

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28261

## Record

- **Judge:** Lawrence Joseph O'Neill
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 9

## Text

Prudential Fin Inc (Schwab acct) — Interest
North Track Geneva Growth Fund (Schwab) IRA — Interest
RS Global Natural Resources Fund (Schwab) IRA — Interest
Kensington Strategic Realty Fund (Schwab) IRA — Distribution
Dodge and Cox Stock Fund (Schwab) — Int/Div
Artisan Intl Small Cap Fund (Schwab) — Interest
Amencan Fund New World (Schwab) IRA) — Interest
Schwab US Treasury Money fund (IRA) — Interest
Wells Fargo Bank Trust #1 — Interest
RS Global Natural (Schwab) IRA — Interest
First Eagle Overseas (Schwab) — Interest
American Funds New World (Schwab) IRA — Int/Div
Kensington Select Income (Schwab) IRA — Int/Div
Longleaf Partners Fund IRA (Schwab) — Interest — sell
Longleaf Partners Fund IRA (Schwab) #2 — Interest — sell
Clovis Community Bank — Interest
Argonaut Corp, Livermore, California 1985 $84,200 Trust #1 — istrnibution
Columbia Housing 1X Ltd priner 1988 $25,767 (trust #1) — Distribution
Wells Fargo Bank, acct #2 — Interest
Desert Funding, Inc. Mortgage Note (Trust ‘an — Interest
Macwest Riverside Housing Inv, LLC — None
California State University Revenue Muni Bond — Interest
Oregon Go Elderly/Disabled muni bond — Interest
Puerto Rico Electric Power Muni bond — Interest
Sam Francisco Intl Airport mum Bond — Interest
St. Louis MO Airport muni bond — Interest
Bank of America Sub Not corporate bonds — Interest
General Electric Cap Corporate bond — Interest
GTE North Inc bond — Interest
Key Bank corporate bond — Interest
Laclede Gas Co 1st mortgage — Interest
Pacific Bell corp bond — Interest
Providence Gas Co bond — Interest
Prudential Finl Inc corporate bond — Interest
Southwestern Bell Te. Co corporate bond — Interest
Amencan Funds, Fund Inv F-1 — Int/Div
Capital World Growth and Income mutual fund — Interest
Pureto Rico Convention Center bonds — Interest
Contra Costa Community College bonds — Interest
Encinitas Ca Public Library Construction Bonds — Interest
Schwab Govt Money Fund: IRA--Schwabb — Interest
Morgan Stanley CD (Schwab) — Interest
Schwab Govt Money Fund: Schwabb — Interest
TCW Total Return Bond (schwab) IRA — Interest
JP Morgan Highbridge Stat Mkt Neutral Select CL — Int/Div
Loomis Sayles Bond C1 (Schwab) (IRA) — Int/Div
Tweedy Brown Global Fund {schwab-<IRA) — Int/Div
Vanguard GNMA Fund Investor Share (IRA) — Int/Div
Schwab Ca Muni Money Fd Sweep shares — Interest
Pimco All Asset Fund, Instit class Schwab — Interest
SCH Ca Muni Money Fd shares (Schwab) — Interest
San Francisco Calif City/County Public Utility bonds — Int/Div
Dublin. Calif School Securities — Int/Div
First Eagle Overseas IRA (Schwab) — Int/Div
T Rowe Price new ERA FD — Int/Div
California Bond — Interest
JP Morgan Highbridge Stat Mkt — Int/Div
Pimco Emrg Local Bd — Interest
California Health stock — Int/Div — Buy
T Rowe Price New Income Fund — Int/Div — Buy
Permanent Portfolio X — Int/Div — buy
Berwyn Income Fund X — Int/Div — buy
American Fund New World X — Int/Div — buy
Market Vectors ETF Mmers Fund X — Int/Div — buy
Vanguard Ca Interim Term Tax Exempt FD (Schwab) — Interest
Board of Director, Federal Bar Association
Agreement — 1999 — State of California Judges Retirement Plan (pension commences at age 62)
The Argonaut Investment at VIL, line 17 was purchased more than 20 years ago (prior to taking the Bench) at an nitial investment of $50,000.

The Columbia Housing 1X investment was purchased 25 years ago (prior to taking the Bench) at an initial investment of $35,000,

All of the assets in Part VII are in the Living Trust referred to in Part I, line 1.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28261. Public record. Not legal advice.