# Edward John Davila

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29010

## Record

- **Judge:** Edward John Davila
- **Year:** 2019
- **Pages:** 8

## Text

Bank of America — None
Santa Clara County Federal Credit Union Accounts — Interest
Chase Bank Account — Interest
Chase Private Client Accounts — Interest
Investment Property, Sunnyvale, CA — None
Investment Property, Mountain View, CA (X) — None
(H) Utah Educational Savings Plan 529
Static Option A — Dividend — Buy (add'l) — See Note In Part VIII
Static Option A — None — Sold (part) — See Note In Part VIII
(H) Pershing Account #1
Insured Cash Account Program - FIC Insured Bank Deposits — Int./Div.
AMCAP Fund Class A, Mutual Fund — Dividend
American Balanced Fund Class A, Mutual Fund — Dividend
American High Income Trust Class A, Mutual Fund — Dividend
The Bond Fund of America Class F-2, Mutual Fund — Dividend
Capital Income Builder Fund Class A, Mutual Fund — Dividend
Capital World Bond Fund Class F-2, Mutual Fund — Dividend
Capital World Growth and Income Fund Class F-2, Mutual Fund — Dividend
Fundamental Investors Class A, Mutual Fund — Dividend
The Growth Fund of America Class A, Mutual Fund — Dividend
Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorpLdr100) — Dividend
The Income Fund of America Class A, Mutual Fund — Dividend
International Growth and Income Fund Class A, Mutual Fund — Dividend
The Investment Company of America Class A, Mutual Fund — Dividend
New Perspective Fund Class A, Mutual Fund — Dividend
Carter Validus REIT — Dividend — Merged (with line 27) — See Note in Part VIII
Carter Validus Mission Critical REIT II — Dividend — Open — See Note in Part VIII
KBS Real Estate REIT — Dividend
(H) Pershing Account #2
Franklin Dynatech Fund Class A, Mutual Fund — Dividend
(H) Pershing Account #3
Bank Deposit Sweep Program, FDIC Insured Bank Deposits — Int./Div.
Baron Growth Fund, Mutual Fund — Dividend
Dodge & Cox Stock Fund, Mutual Fund — Dividend
(H) Savings Plus 457 Plan
Target Date Fund - 2020 — None — Buy (add'l) — See Note In Part VIII
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
(H) County of Santa Clara Deferred Compensation Plan
Fidelity TRP Inst LgCap Grth — Int./Div.
Fidelity Vantage Plus R10 — None — Closed — See Note in Part VIII
Fidelity Vantage Plus R13 — None — Open — See Note in Part VIII
Member, Law Advisory Board, Santa Clara University
Board Member, Association of Business Trial Lawyers (ABTL)
Liability — Bank of America — Credit Card
Liability — Chase Bank — Mortgage on Investment Property, Sunnyvale, CA
Liability — American Express — Credit Card
Liability — Chase Bank — Credit Card
Liability — Capital One — Credit Card
Liability — Tuition
Liability — Southwest Airlines — Credit Card
Income — 2019 — California Public Employees Retirement System - Pension — $36,295.00
Income — 2019 — Judicial Branch of California - Settlement — $4,928.00
Spouse's income — 2019 — California Public Employees Retirement System - Pension
Spouse's income — 2019 — County of Santa Clara - Salary
Spouse's income — 2019 — State of California - Salary
Spouse's income — 2019 — Replacement Benefit Fund - Pension
Spouse's income — 2019 — Judicial Branch of California - Settlement
Part VII Investments and Trusts:
Line 8, Column D: Utah Educational Savings Plan 529 - Bi-weekly contribution amount $416.00 (did not add line-by-line detail of these transactions). Total value
of all contributions for 2019 recorded in column D3.
Line 9, Column D: Utah Education Savings Plan 529 - Withdrawal taken from account to pay tuition expenses.
Lines 26 & 27: Carter Validus Mission Critical REIT merger with Carter Validus Mission Critical REIT II on 10/07/19.
Lines 36 - 47: Savings Plus 457 Plan - $2,000.00 contributions made to the Target Date Fund 2020 on a monthly basis. All monthly detail added to column D.
Lines 50 & 51: County of Santa Clara Deferred Compensation Plan - Auto-conversion from class R10 shares to R13 shares on 9/30/19 (no control)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29010. Public record. Not legal advice.