Sheri Bluebond
2018Annual
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Pull out the substance of this filing.
What was filed
84
investments
4
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Los Angeles Bankruptcy Forum
- Trust No.
- Los Angeles County Bar Association
- American College of Bankruptcy Foundation
- California Bankruptcy Forum Conference
- Nanonal Conference of ; Bankruptcy Judges
- GlassRamer Advisory & Capital Group LLC -- Salary
As filed
Microsoft. common stock — Int/Div — Sold (part)
Scholarshare Active Age-Based Portfolio — None
Absolute Software (See Section VII — None — Sold
Trust #1
Wells Fargo Bank (Accounts) — Interest
Stamps.com, common stock — None
Fist Eagle Global Mutual Fund — Int/Div
Fidelity Gov't Cash Reserve fka Fidelity Municipal Money Market Fund — Int/Div
Fidelity California Municipal Income Fund — Int/Div — Sold (part)
Fidelity California Municipal Income Fund — Sold (part)
Fidelity California Municipal Income Fund — Sold (part)
Fidelity California Municipal Income Fund — Buy (add'l)
Deutsche (DWS) Mngd Muni Bd Fd — Int/Div — Buy (add'l)
Invesco Int'l Growth Fund — Int/Div
Artisan Value Fund Investor CL — Int/Div
Artisan Small Cap Fund Investor CL — Int/Div
Fidelity Small Cap Value Fund — Int/Div — Sold (part)
Fidelity Small Cap Value Fund — Sold
Fidelity Growth Company Fund — Int/Div — Buy (add'l)
IShares TR Russell 1000 ETF — Int/Div — Sold (part)
IShares TR Russell Midcap ETF — Int/Div
IShares Russell 1000 Growth E1v — Int/Div — Sold (part)
IShares Russell 1000 Growth E1v — Buy (add'l)
IShares Russell 1000 Growth E1v — Sold (part)
IShares TR S&P Sm Cap 600 Growth ETF — Int/Div — Buy
IShares TR S&P Sm Cap 600 Growth ETF — Sold (part)
IShares Inc. Core MSCI Emerg Markets — Int/Div
IShares TR Russell Midcap Value Index FTF — Int/Div
MFS Int'l Diversification Fund A — Int/Div
MFS Int'l Value Fund CL A — Int/Div
T Rowe Price Tax Free High Yield — Int/Div — Buy (add'l)
T Rowe Price Tax Free High Yield — Buy (add'l)
T Rowe Price Tax Free High Yield — Sold (part)
T Rowe Price Tax Free High Yield — Buy (add'l)
T Rowe Price New Era Fund — None — Buy
T Rowe Price New Era Fund — Sold (part)
T Rowe Price New Era Fund — Buy (add'l)
T Rowe Price Emerging Markets Stock Fund 1 — None — Buy
T Rowe Price Emerging Markets Stock Fund 1 — Sold
Prudential Jennison Mid Cap Growth CL A Fund — None — Sold (part)
Prudential Jennison Mid Cap Growth CL A Fund — Sold (part)
Prudential Jennison Mid Cap Growth CL A Fund — Sold
Vanguard Index FDS Vanguard Value — Int/Div
Vanguard Index FDS Vanguard Growth — Int/Div — Sold (part)
Wells Fargo Ultra Short Term Muni Inc — Int/Div — Sold
Wells Fargo Muni Bond Fd-Admm CL — Int/Div — Buy (add'l)
Oppenheimer Int'l Growth CL1 — Int/Div — Sold (part)
Oppenheimer Int'l Growth CL1 — Sold (part)
Oppenheimer Int'l Growth CL1 — Buy (add'l)
Oppenheimer Developmg Markets Class Fund — Int/Div — Buy
Oppenheimer Intemational Bond Fund — Int/Div — Buy
Templeton Global Bond Fund Class A — Int/Div — Sold (part)
Templeton Global Bond Fund Class A — Buy (add'l)
Templeton Global Bond Fund Class A — Buy (add'l)
Templeton Global Bond Fund Class A — Sold (part)
Templeton Global Bond Fund Class A — Sold
Causeway Emergmg Markets Fund — Int/Div
JP Morgan US LG Cap Core Plus Class — None — Buy
JP Morgan US LG Cap Core Plus Class — Sold
Vanguard Sector Index FDS Vanguard — Int/Div
Aberdeen Emerging Markets FD — Int/Div
Invesco Convertible Securities FD — Int/Div — Sold (part)
Invesco Convertible Securities FD — Sold
Oakmark Int'l Investor FD (see note in part vin — Int/Div
Blackrock Nat'l Mum Fund — Int/Div — Buy (add'l)
Blackrock Nat'l Mum Fund — Buy (add'l)
Blackrock Nat'l Mum Fund — Sold (part)
Blackrock Nat'l Mum Fund — Sold (part)
Blackrock Nat'l Mum Fund — Sold (part)
Blackrock Nat'l Mum Fund — Buy (add'l)
Mainstay Tax Free Bd Cl A — Int/Div — Sold (part)
Flexshares Trust Momingstar Global — Int/Div — Buy (add'l)
Flexshares Trust Momingstar Global — Buy (add'l)
Flexshares Trust Momingstar Global — Sold (part)
SPDR Index SHS FDS S&P Global Nat Res ETF — Int/Div — Buy
SPDR Index SHS FDS S&P Global Nat Res ETF — Sold (part)
Strategic Adv. Tax Short Duration Fund — Int/Div — Buy
Strategic Adv. Tax Short Duration Fund — Sold (part)
Strategic Adv. Tax Short Duration Fund — Sold (part)
Strategic Adv. Tax Short Duration Fund — Buy (add'l)
Strategic Adv. Tax Short Duration Fund — Buy (add'l)
Strategic Adv. Tax Short Duration Fund — Buy (add'l)
Franklin CA Tax Free Income Class Fund — Int/Div — Buy
Franklin CA Tax Free Income Class Fund — Buy (add'l)
Member, Board of Trustees, Los Angeles Bankruptcy Forum
Trustee, Trust No.
Member, Board of Trustees, Los Angeles County Bar Association
Member, Board of Governors, American College of Bankruptcy Foundation
Reimbursement — California Bankruptcy Forum Conference — 05/18 to 05720012018 — North Like Tahoe, CA — Speiker at Annual Conference — Hotel, Meals, Tuition
Reimbursement — Nanonal Conference of ; Bankruptcy Judges — 10027 to 1073172018 — San Antonio, TX — Attendance at Annual Meeting and Conference — Hotel
Spouse's income — 2018 — GlassRamer Advisory & Capital Group LLC -- Salary
The entries that appear in Part VII of this report refer to my assets (with the exception of line 2, which refers to 529 accounts held for the JRREEGEG_G@_|hee.
1 am not reporting assets that belong to my spouse, as, due to a premarital agreement, these assets are the sole financial interest and responsibility of my spouse
and are not derived from any of my assets, income or activities, 1, as the reporting person, do not derive or expect to derive a benefit of any kind from my spouse's
assets and have no knowledge of the assets or activities related to these assets.
The stock that appears on line 3, Absolute Software, was stock taken in lieu of fees im 1998 and held by my prior law firm on behalf of partners and former
partners since that time. [t had not been included on prior reports, as any dividends that | received were well below the reporting limit and | did not believe that
my stock had a value of more than $1,000,
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.