Gonzalo Paul Curiel

What was filed

223
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income

Named parties

Trust
Urban Discovery Academy Charter School
Chase

As filed

FAMILY TRUST

First Credit Union — Interest

Wells Fargo Bank — Interest

Maui, HI real property — None

Glendale, AZ real property parcel # — None

Glendale, AZ real property parcel ¢ 2 — Sold — Trust

Various boats — None

Various vehicles — None

American Funds Moderate Allocation Portfolio (Y)

MFS Emerging Markets Portfolio (Y)

MFS Research International Portfolio (Y)

PIMCO Inflation Protected Portfolio (Y)

PIMCO Total Return Portfolio (Y)

T. Rowe Price Mid Cap Growth Fund (Y)

CONS Discret SEL SECT SPDR FD — Int/Div — Buy (add'l)

CONS Discret SEL SECT SPDR FD — Sold (part)

Industrial SEL SEC SPDR FD — Int/Div — Sold (part)

Industrial SEL SEC SPDR FD — Sold (part)

SPDR S&P Aerospace & Defense ETF — Int/Div — Sold (part)

SPDR S&P Aerospace & Defense ETF — Sold (part)

SPDR S&P Health Care SEL — Int/Div — Sold (part)

SPDR S&P Health Care SEL — Sold (part)

SPDR S&P Health Care SER — Int/Div — Sold (part)

SPDR S&P Health Care SER — Sold (part)

SPDR S&P Health Care SER — Buy (add'l)

SPDR DJ Wilshire REIT ETF — Int/Div — Sold (part)

SPDR DJ Wilshire REIT ETF — Sold (part)

SPDR S&P Biotech ETF — Int/Div — Buy

SPDR S&P Biotech ETF — Sold (part)

SPDR S&P Biotech ETF — Buy (add'l)

SPDR S&P Biotech ETF — Sold (part)

SPDR S&P Bank ETF — Int/Div — Buy (add'l)

SPDR S&P Health Care Equipment ETF — Int/Div — Buy (add'l)

SPDR S&P Health Care Equipment ETF — Sold (part)

SPDR S&P Health Care Equipment ETF — Buy (add'l)

SPDR S&P Health Care Equipment ETF — Sold (part)

S10. — Sold (part)

SPDR S&P Homebuilders ETF — Int/Div — Sold

The Technology SEL SEC SPDR — Int/Div — Buy (add'l)

The Technology SEL SEC SPDR — Sold (part)

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

SPDR S&P Insurance ETF — Sold (part)

SPDR S&P Morgan Stanley Technology FTF — Int/Div — Buy (add'l)

SPDR S&P Morgan Stanley Technology FTF — Sold (part)

SPDR S&P Semiconductor — Int/Div — Sold (part)

SPDR S&P Semiconductor — Sold (part)

SPDR S&P Semiconductor — Buy (add'l)

SPDR S&P Semiconductor — Sold (part)

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

SPDR S&P Retail ETF — Sold (part)

SPDR S&P Retail ETF — Buy (add'l)

SPDR S&P Retail ETF — Sold (part)

SPDR S&P Software & Service ETF — Int/Div — Sold (part)

SPDR S&P Software & Service ETF — Sold (part)

UTILITIES SEL SECT SPDR FUND — Int/Div — Buy

UTILITIES SEL SECT SPDR FUND — Buy (add'l)

UTILITIES SEL SECT SPDR FUND — Sold (part)

THE FINANCIAL SEL SECT SPDR FD (XLF) — Int/Div — Sold

SPRD S&P TRANS ETF (XTN) — Int/Div — Sold

SPDR GOLD TR GOLD SHS — Int/Div — Buy

SPDR GOLD TR GOLD SHS — Sold (part)

SPDR S&P Metals & Mining — Int/Div — Buy

SPDR S&P Metals & Mining — Buy (add'l)

SPDR S&P Metals & Mining — Sold (part)

SPDR S&P Oil & Gas EQUIP SVC — Int/Div — Buy

SPDR S&P Oil & Gas EQUIP SVC — Buy (add'l)

SPDR S&P Oil & Gas EQUIP SVC — Sold (part)

SPDR S&P Oil & Gas EXP & PRO — Int/Div — Buy

SPDR S&P Oil & Gas EXP & PRO — Sold (part)

CONS Discret SEL SECT SPDR FD — Int/Div — Buy (add'l)

CONS Discret SEL SECT SPDR FD — Sold (part)

CONS Discret SEL SECT SPDR FD — Buy (add'l)

CONS Discret SEL SECT SPDR FD — Sold (part)

SPDR S&P Aerospace & Defense ETF — Int/Div — Buy (add'l)

SPDR S&P Aerospace & Defense ETF — Sold (part)

SPDR S&P Aerospace & Defense ETF — Buy (add'l)

SPDR S&P Aerospace & Defense ETF — Sold (part)

SPDR S&P Bank ETF — Int/Div — Buy

SPDR S&P Biotech ETF — Int/Div — Buy

SPDR S&P Biotech ETF — Buy (add'l)

SPDR S&P Biotech ETF — Sold (part)

THE FINANCIAL SEL SEC SECT SPDR FD (XLF) — Int/Div — Buy

SPDR GOLD TR GOLD SHS — Int/Div — Buy

SPDR GOLD TR GOLD SHS — Sold (part)

SPDR GOLD TR GOLD SHS — Buy (add'l)

SPDR GOLD TR GOLD SHS — Sold (part)

SPDR S&P Health Care Service ETF — Int/Div — Buy (add'l)

SPDR S&P Health Care Service ETF — Sold (part)

SPDR S&P Health Care Service ETF — Buy (add'l)

SPDR S&P Health Care Service ETF — Sold

SPDR S&P Health Care Equipment ETF — Int/Div — Sold (part)

SPDR S&P Health Care Equipment ETF — Buy (add'l)

SPDR S&P Health Care Equipment ETF — Sold (part)

Health Care Select Sect SPDR ETF — Int/Div — Sold (part)

Health Care Select Sect SPDR ETF — Sold (part)

Health Care Select Sect SPDR ETF — Buy (add'l)

Health Care Select Sect SPDR ETF — Sold (part)

SPDR S&P Homebuilders ETF — Int/Div — Sold

Industrial SEL SEC SPDR FD — Int/Div — Sold (part)

Industrial SEL SEC SPDR FD — Sold (part)

Industrial SEL SEC SPDR FD — Buy (add'l)

Industrial SEL SEC SPDR FD — Sold (part)

SPDR S&P Insurance ETF — Int/Div — Buy (add'l)

SPDR S&P Insurance ETF — Sold (part)

SPDR S&P Insurance ETF — Buy (add'l)

SPDR S&P Insurance ETF — Sold (part)

SPDR S&P Metals & Mining ETF — Int/Div — Buy

SPDR S&P Metals & Mining ETF — Sold (part)

SPDR S&P Metals & Mining ETF — Buy (add'l)

SPDR S&P Metals & Mining ETF — Sold (part)

SPDR S&P Morgan Stanley Technology ETF — Int/Div — Buy (add'l)

SPDR S&P Morgan Stanley Technology ETF — Sold (part)

SPDR S&P Morgan Stanley Technology ETF — Buy (add'l)

SPDR S&P Morgan Stanley Technology ETF — Sold (part)

SPDR S&P Oil & Gas EXP & PRO — Int/Div — Buy (add'l)

SPDR S&P Oil & Gas EXP & PRO — Buy (add'l)

SPDR S&P Oil & Gas EXP & PRO — Sold (part)

SPDR S&P Oil & Gas EQUIP SVC — Int/Div — Buy

SPDR S&P Oil & Gas EQUIP SVC — Sold (part)

SPDR S&P Oil & Gas EQUIP SVC — Buy (add'l)

SPDR S&P Oil & Gas EQUIP SVC — Sold (part)

SPDR S&P Oil & Gas EQUIP SVC — Buy (add'l)

SPDR S&P Regional Banking — Int/Div — Buy

SPDR S&P Retail ETF — Int/Div — Buy (add'l)

SPDR S&P Retail ETF — Sold (part)

SPDR S&P Retail ETF — Buy (add'l)

SPDR S&P Retail ETF — Sold (part)

SPDR S&P Semiconductor — Int/Div — Buy (add'l)

SPDR S&P Semiconductor — Sold (part)

SPDR S&P Semiconductor — Buy (add'l)

SPDR S&P Semiconductor — Sold (part)

SPDR S&P Software & Service ETF — Int/Div — Buy (add'l)

SPDR S&P Software & Service ETF — Sold (part)

SPDR S&P Software & Service ETF — Buy (add'l)

SPDR S&P Software & Service ETF — Sold (part)

SPDR S&P Transportation ETF — Int/Div — Buy

The Technology SEL SEC SPDR — Int/Div — Buy (add'l)

The Technology SEL SEC SPDR — Sold (part)

The Technology SEL SEC SPDR — Buy (add'l)

The Technology SEL SEC SPDR — Sold (part)

SPDR DJ Wilshire REIT ETF — Int/Div — Sold (part)

SPDR DJ Wilshire REIT ETF — Sold (part)

SPDR DJ Wilshire REIT ETF — Buy (add'l)

SPDR DJ Wilshire REIT ETF — Sold (part)

UTILITIES SEL SECT SPDR FUND — Int/Div — Buy

UTILITIES SEL SECT SPDR FUND — Buy (add'l)

UTILITIES SEL SECT SPDR FUND — Sold (part)

UTILITIES SEL SECT SPDR FUND — Buy (add'l)

UTILITIES SEL SECT SPDR FUND — Sold (part)

Trustee (through July 2016), Urban Discovery Academy Charter School

Liability — Chase — Revolving

VIL Investements and Trusts

Wife is a co-trustee and co-beneficiary of Family Trust # | which is revocable living trust funded by my wife's father. As a co-trustee, my wife shares unlimited

access and full control of the trust assets.

Amendment:

1. Part VII, lines 9-14 in the Calendar Year 2016 FDR - The following investments were sold outside of this reporting period and should have been reported in

Calendar Year 2015:

These assets traded/sold on 02/24/2015:

American Funds Moderate Allocation - Portfolio

MFS Merging Markets

MFS Research Intemational - Portfolio

PIMCO Inflation Protected - Portfolio

PIMCO Total Return Portfolio

T. Rowe Price Mid Cap Growth Fund

2. Part VII, lines 150-52 of Calendar Year 2016 FDR - The investment SPDR S&P Health Care SER was originally purchased outside of this reporting period on

1072972015 and should have been mitially reported in the Calendar Year 2015 FDR.

3. The investment SPDR S&P Capital Markets was included in Part VIL, lines 32-34 and 91-92 in the Calendar Year 2015 FDR but was not listed in the Calendar

Year 2016 FDR because it was traded/sold on 09/02/15.

4. The investment SPDR S&P Pharamceuticals was listed in Part VIL, lines 116-17 in the Calendar Year 2015 FDR but was not listed in the Calendar Year 2016

FDR because it was traded/sold on 09/30/15.