# Marsha Siegel Berzon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28456 ## Record - **Judge:** Marsha Siegel Berzon - **Year:** 2018 - **Report type:** Annual - **Pages:** 16 ## Text 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 — 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 — 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 EQUITY INCOME FUND (ADM) — Sold (part) 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) — 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 REIT INDEX FUND (ADM) — Sold (part) 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 S00 INDEX FUND (ADM) — Sold (part) 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) — 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) — Buy (add'l) VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Sold (part) 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) — Buy (add'l) VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Sold (part) 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) — Buy (add'l) VANGUARD INFLATION-PROTECTED SECS (ADM) — Sold (part) 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 — 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 — 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 — 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 — 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 — 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, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28456. Public record. Not legal advice.