Marsha Siegel Berzon

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

182
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income

Named parties

YALE LAW SCHOOL
UC HASTINGS COLLEGE OF THE LAW - TEACHING

As filed

BANK OF AMERICA ACCOUNTS — Interest

STERLING BANK & TRUST ACCOUNTS — Interest

UNION BANK ACCOUNTS — Interest

CORNING INC «- COMMON STOCK — Int/Div

PEPSICO INC « COMMON STOCK — Int/Div

BERKSHIRE HATHWAY - COMMON STOCK — None

FISERV INC «- COMMON STOCK — None

UNITED TECHNOLOGIES - COMMON STOCK — Int/Div

MONDELEZ INTL — Int/Div

QUALCOMM INC — Int/Div

TIME WARNER INC*3} — Int/Div — Sold

ALLERGAN PLC — Int/Div

COGNIZANT TECH SOLU — Int/Div

MEDTRONIC PLC — Int/Div

NOVARTIS AG — Int/Div

EXPEDIA INC — Int/Div

AT&T INC*3 — Int/Div — Buy

AT&T INC*3 — Sold (part)

BECTON DICKINSON&CO*4 — Int/Div — Buy

BECTON DICKINSON&CO*4 — Sold (part)

OWENS ILLINOIS INC — None

STERICYCLE INC — None

COLFAX CORPORATION — None

RETIREMENT ACCOUNT (H)*1

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Int/Div — Sold (part)

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Buy (add'l)

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Sold (part)

OPPENHEIMER INTERNATIONAL BOND FUND (Dh — Buy (add'l)

DFAUS.SMALL CAP VALUE PORT — Int/Div — Buy (add'l)

DFAUS.SMALL CAP VALUE PORT — Buy (add'l)

DFAUS.SMALL CAP VALUE PORT — Sold (part)

DFAUS.SMALL CAP VALUE PORT — Buy (add'l)

VANGUARD EQUITY INCOME FUND (ADM) — Int/Div — Sold (part)

VANGUARD EQUITY INCOME FUND (ADM) — Buy (add'l)

VANGUARD EQUITY INCOME FUND (ADM) — Sold (part)

VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Int/Div — Sold (part)

VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Buy (add'l)

VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Sold (part)

VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Buy (add'l)

VANGUARD REIT INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD REIT INDEX FUND (ADM) — Buy (add'l)

VANGUARD REIT INDEX FUND (ADM) — Sold (part)

VANGUARD S00 INDEX FUND (ADM) — Int/Div — Sold (part)

VANGUARD S00 INDEX FUND (ADM) — Buy (add'l)

VANGUARD S00 INDEX FUND (ADM) — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD TOTAL INTL STOCK INDEX FUND (ADM) — Buy (add'l)

VANGUARD TOTAL INTL STOCK INDEX FUND (ADM) — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX FUND (ADM) — Buy (add'l)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Buy (add'l)

VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Sold (part)

VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Int/Div — Buy (add'l)

VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Buy (add'l)

VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Sold (part)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Int/Div — Buy (add'l)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Buy (add'l)

VANGUARD INFLATION-PROTECTED SECS (ADM) — Sold (part)

VANGUARD MID-CAP VALUE INDEX ADMIRAL — Int/Div — Buy

VANGUARD MID-CAP VALUE INDEX ADMIRAL — Buy (add'l)

VANGUARD MID-CAP VALUE INDEX ADMIRAL — Sold (part)

VANGUARD MID-CAP VALUE INDEX ADMIRAL — Buy (add'l)

CHARLES SCHWAB BANK N A DEPOSIT ACCOUNT — Interest

DFA CALIFORNIA SHORT-TERM MUNI BOND — Int/Div — Buy (add'l)

DFA EMERGING MARKETS CORE EQUITY — Int/Div — Sold (part)

DFA EMERGING MARKETS CORE EQUITY — Buy (add'l)

DFA INTERNATIONAL VALUE — Int/Div — Buy (add'l)

DFA INTERNATIONAL VALUE — Buy (add'l)

DFA INTERNATIONAL VALUE — Sold

DFA INTL SMALL CAP VALUE — Int/Div — Buy (add'l)

DFA INTL SMALL CAP VALUE — Buy (add'l)

DFA INTL SMALL COMPANY — Int/Div — Buy (add'l)

DFA REAL ESTATE SECURITIES — Int/Div

DFA US. LARGE CAP VALUE — Int/Div — Buy (add'l)

DFA US. LARGE CAP VALUE — Buy (add'l)

DFA US. LARGE CAP VALUE — Sold (part)

DFA LS MICRO CAP — Int/Div — Sold (part)

DFA LS MICRO CAP — Buy (add'l)

DFA US. SMALL CAP — Int/Div — Sold (part)

DFA US. SMALL CAP — Buy (add'l)

DFA US. SMALL CAP VALLE — Int/Div — Buy (add'l)

DFA US. SMALL CAP VALLE — Sold (part)

DFA US. SMALL CAP VALLE — Buy (add'l)

DFA US. SMALL CAP VALLE — Sold (part)

PIMCO FOREIGN BOND HEDGED — Int/Div — Buy (add'l)

PIMCO FOREIGN BOND HEDGED — Buy (add'l)

PIMCO REAL RETURN INSTL — Int/Div — Sold (part)

PIMCO REAL RETURN INSTL — Buy (add'l)

SPDR S&P S00 INDEX ETF — Int/Div — Sold (part)

VANGUARD CA INTERM TERM TAX. EX ADMIRAL — Int/Div — Sold (part)

VANGUARD CA INTERM TERM TAX. EX ADMIRAL — Buy (add'l)

VANGUARD EQUITY INCOME FUND ADMIRAL — Int/Div — Sold (part)

VANGUARD FIXED INCOME INFLATION PROTECTED — Int/Div — Buy (add'l)

VANGUARD FIXED INCOME INFLATION PROTECTED — Sold (part)

VANGUARD FIXED INCOME INFLATION PROTECTED — Buy (add'l)

VANGUARD FTSE DEVELOPED MARKETS ETF — Int/Div — Sold (part)

VANGUARD FTSE DEVELOPED MARKETS ETF — Buy (add'l)

VANGUARD INFORMATION TECHNOLOGY ETF — Int/Div — Sold (part)

VANGUARD INFORMATION TECHNOLOGY ETF — Sold (part)

VANGUARD INTERM-TERM TAX. EXEMPT ADMIRAL — Int/Div — Buy (add'l)

VANGUARD INTERM-TERM TAX. EXEMPT ADMIRAL — Buy (add'l)

VANGUARD INTERM-TERM TAX. EXEMPT ADMIRAL — Sold (part)

VANGUARD INTERM-TERM TAX. EXEMPT ADMIRAL — Buy (add'l)

VANGUARD LTD TERM TAX EXEMPT ADMIRAL — Int/Div — Sold (part)

VANGUARD LTD TERM TAX EXEMPT ADMIRAL — Buy (add'l)

VANGUARD LTD TERM TAX EXEMPT ADMIRAL — Sold (part)

VANGUARD LTD TERM TAX EXEMPT ADMIRAL — Buy (add'l)

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL — Int/Div — Buy (add'l)

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL — Sold (part)

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL — Buy (add'l)

DFA INTERMEDIATE-TERM MUNI BOND — Int/Div — Buy

DFA INTERMEDIATE-TERM MUNI BOND — Sold

DFA TAX-MANAGED INT'L VALUE — None — Buy

DFA TAX-MANAGED LS MARKETWIDE VALUE — None — Buy

DFA TAX-MANAGED LS. TARGETED VALUE — None — Buy

ISHARES S&P S00 INDEX ETF — Int/Div — Buy

ISHARES TIPS BOND ETF — Int/Div — Buy

ISHARES TIPS BOND ETF — Sold

SCHWAB VALUE ADVANTAGE CA MUNI MONEY FUND — Int/Div — Buy

SCHWAB VALUE ADVANTAGE CA MUNI MONEY FUND — Sold

INVESCO QQQ TR ETF (FORMERLY POWERSHARES)*S — Int/Div — Sold (part)

ANAHEIM CALIF ELEM SCH DIST — Interest

ANTIOCH CALIF PUB FING AUTH LE — Interest

CALIFORNIA MUN FIN AUTH REY — Interest

CALIFORNIA ST DEPT WTR RES CEN — Interest

CALIFORNIA ST DEPT WTR RES PWR 4% 2018 — Interest — Matured

CALIFORNIA ST DEPT WTR RES PWR $94 2022 — Interest — Buy

CAMPBELL CALIF UN HIGH SCH DIS — Interest

CARLSBAD CALIF UNISCH DIST — Interest

CUCAMONGA VY CALIF WTR DIST FI — Interest

FOOTHILL-DE ANZ CALIF CMNTY C — Interest

IMPERIAL CALIF IRR DISTWTR SY — Interest — Matured

LONG BREACH CALIF HBR REV — Interest

LOS ANGELES ONTY CALIF MET TRA — Interest

LOS ANGELES ONTY CALIF SANTND — Interest — Matured

MARIN CALIF CMNTY COLLEGE DIST — Interest

MIDPENINSULA REGL OPEN SPACED — Interest

MORELAND CALIF SCH DIST — Interest

OLIVEHAIN MUN WTR DIST CALIF — Interest

ORANGE CNTY CALIF SANTN WASTEW — Interest

PERALTA CALIF CMNTY COLLEGE DI — Interest

SAN BERNARDINO ONTY CALIF TRAN — Interest

SAN DIEGO CNTY CALIF WTR AUTH — Interest — Matured

SAN FRANCISCO CALIF BAY AREA R — Interest

SAN FRANCISCO CNTY CALIF TRANS — Interest

SAN LUIS CALIF COASTAL UNISCH — Interest

SAN MATEO CNTY CALIF TRAN DIST — Interest

SCHWAB CA MUNI MONEY FUND — Interest

SOUTHERN CALIF PUB PWR AUTH TR — Interest — Sold

UNIVERSITY CALIF REVS FOR PREV — Interest

CALIFORNIA ST — Interest — Buy

CALIFORNIA ST UNIV REV — None — Buy

LOS ANGELES CALIF WASTEWTR SYS — Interest — Buy

UNIVERSITY WIS HOSPS & CLINICS — None — Buy

SCHWAB ONE CASH — Interest

IRA (H) #5833

DFA REAL ESTATE SECURITIES — Int/Div — Buy (add'l)

PIMCO FOREIGN BOND HEDGED — Int/Div — Sold

VANGUARD REIT INDEX ETF — Sold

VANGUARD TOTAL BOND MKT INDEX ADMIRAL*! — Int/Div — Sold (part)

Reimbursement — YALE LAW SCHOOL — 02/22/18-0225/18 — NEW HAVEN. CT — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS

Income — 2018 — UC HASTINGS COLLEGE OF THE LAW - TEACHING — $3854.20

*1 SALES 9/25/18 MADE TO MEET REQUIRED MINIMUM DISTRIBUTION (RMD).

*2 THE EARNINGS REPORTED IN PART VII REPRESENT SPOUSE'S DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME.

*3 IN JUNE 2018, TIME WARNER WAS ACQUIRED BY A T&T INC, TIME WARNER SHAREHOLDERS RECEIVED A COMBINATION OF CASH AND

SHARES IN A T&T INC.

*4 ON 12/29/17 BARD INCORPORATED MERGED WITH BECTON DICKINSON. DISPOSITION OF BARD WAS REPORTED IN 2017 REPORT AS A

SALE, RECEIPT OF BECTON DICKINSON SHARES 1/3/18 IS SHOWN AS A PURCHASE IN 2018.

*S IN JUNE 2018 POWERSHARES QQQ ETF CHANGED ITS NAME TO INVESCO QQQ ETF,

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.