# Marsha Siegel Berzon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29095

## Record

- **Judge:** Marsha Siegel Berzon
- **Year:** 2019
- **Pages:** 13

## Text

BANK OF AMERICA ACCOUNTS — Interest
STERLING BANK & TRUST ACCOUNTS — Interest
UNION BANK ACCOUNTS — Interest
BANK OF THE ORIENT ACCOUNT — Interest — Open
CORNING INC - COMMON STOCK — Dividend
PEPSICO INC - COMMON STOCK — Dividend
BERKSHIRE HATHWAY - COMMON STOCK — None
FISERV INC - COMMON STOCK — None
UNITED TECHNOLOGIES - COMMON STOCK — Dividend
MONDELEZ INTL — Dividend — Sold
QUALCOMM INC — Dividend
ALLERGAN PLC — Dividend
COGNIZANT TECH SOLU — Dividend
MEDTRONIC PLC — Dividend
NOVARTIS AG — Dividend
EXPEDIA INC — Dividend
AT&T INC — Dividend
BECTON DICKINSON&CO — Dividend
O I GLASS, INC. (FORMERLY OWENS ILLINOIS INC)*4 — Dividend
STERICYCLE INC — None — Sold
COLFAX CORPORATION — None
BOOKING HOLDINGS INC — None
BLACKROCK INC — Dividend — Buy
EATON CORP PLC — None — Buy
EMERSON ELECTRIC CO — Dividend — Buy
ANHEUSER BUSCH INBEV S F — None — Buy
EBAY INC — None — Buy
ALCON INC*1 — None — Spinoff (from line 15)
RETIREMENT ACCOUNT (H)*3
OPPENHEIMER INTERNATIONAL BOND FUND (I) — Dividend — Buy (add'l)
OPPENHEIMER INTERNATIONAL BOND FUND (I) — Sold (part)
OPPENHEIMER INTERNATIONAL BOND FUND (I) — Buy (add'l)
DFA U.S. SMALL CAP VALUE PORT — Dividend — Buy (add'l)
DFA U.S. SMALL CAP VALUE PORT — Buy (add'l)
DFA U.S. SMALL CAP VALUE PORT — Sold (part)
DFA U.S. SMALL CAP VALUE PORT — Buy (add'l)
VANGUARD EQUITY INCOME FUND (ADM) — Dividend — Buy (add'l)
VANGUARD EQUITY INCOME FUND (ADM) — Buy (add'l)
VANGUARD EQUITY INCOME FUND (ADM) — Sold (part)
VANGUARD EQUITY INCOME FUND (ADM) — Sold (part)
VANGUARD SMALL-CAP GROWTH INDEX FUND (ADM) — Dividend — 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) — Dividend — 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 500 INDEX FUND (ADM) — Dividend — Buy (add'l)
VANGUARD 500 INDEX FUND (ADM) — Sold (part)
VANGUARD 500 INDEX FUND (ADM) — Sold (part)
VANGUARD 500 INDEX FUND (ADM) — Sold (part)
VANGUARD TOTAL INTL STOCK INDEX FUND (ADM) — Dividend — 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) — Sold (part)
VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Dividend — Buy (add'l)
VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Sold (part)
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) — Dividend — 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) — Buy (add'l)
VANGUARD INFLATION-PROTECTED SECS (ADM) — Dividend — Buy (add'l)
VANGUARD INFLATION-PROTECTED SECS (ADM) — Buy (add'l)
VANGUARD INFLATION-PROTECTED SECS (ADM) — Sold (part)
VANGUARD INFLATION-PROTECTED SECS (ADM) — Buy (add'l)
VANGUARD MID-CAP VALUE INDEX ADMIRAL — Dividend — Buy (add'l)
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)
SPOUSE'S CAPITAL ACCOUNT IN LAW FIRM PARTNERSHIP - BANK OF AMERICA*2 — Interest
CHARLES SCHWAB BANK N A DEPOSIT ACCOUNT — Interest
DFA CALIFORNIA SHORT-TERM MUNI BOND — Dividend
DFA EMERGING MARKETS CORE EQUITY — Dividend — Buy (add'l)
DFA INT'L SMALL CAP VALUE — Dividend
DFA INT'L SMALL COMPANY — Dividend
DFA REAL ESTATE SECURITIES — Dividend
DFA U.S. LARGE CAP VALUE — Dividend
DFA U.S. MICRO CAP — Dividend
DFA U.S. SMALL CAP — Dividend
DFA U.S. SMALL CAP VALUE — Dividend
PIMCO FOREIGN BOND HEDGED — Dividend
PIMCO REAL RETURN INSTL — Dividend
SPDR S&P 500 INDEX ETF — Dividend
VANGUARD CA INTERM TERM TAX- EX ADMIRAL — Dividend — Buy (add'l)
VANGUARD EQUITY INCOME FUND ADMIRAL — Dividend
VANGUARD FIXED INCOME INFLATION PROTECTED — Dividend
VANGUARD FTSE DEVELOPED MARKETS ETF — Dividend
VANGUARD INFORMATION TECHNOLOGY ETF — Dividend
VANGUARD INTERM-TERM TAX- EXEMPT ADMIRAL — Dividend — Buy (add'l)
VANGUARD INTERM-TERM TAX- EXEMPT ADMIRAL — Buy (add'l)
VANGUARD LTD TERM TAX EXEMPT ADMIRAL — Dividend — Buy (add'l)
VANGUARD SHORT TERM TAX EXEMPT ADMIRAL — Dividend
DFA TAX-MANAGED INT'L VALUE — Dividend
DFA TAX-MANAGED U.S. MARKETWIDE VALUE — Dividend
DFA TAX-MANAGED U.S. TARGETED VALUE — Dividend
ISHARES S&P 500 INDEX ETF — Dividend
INVESCO QQQ TR ETF — Dividend
ANAHEIM CALIF ELEM SCH DIST — Interest
ANTIOCH CALIF PUB FING AUTH LE — Interest
CALIFORNIA MUN FIN AUTH REV — Interest
CALIFORNIA ST DEPT WTR RES CEN — Interest
CALIFORNIA ST DEPT WTR RES PWR — Interest
CAMPBELL CALIF UN HIGH SCH DIS — Interest
CARLSBAD CALIF UNI SCH DIST — Interest
CUCAMONGA VY CALIF WTR DIST FI — Interest
FOOTHILL-DE ANZ CALIF CMNTY C — Interest
LONG BEACH CALIF HBR REV — Interest — Sold
LOS ANGELES CNTY CALIF MET TRA — Interest
MARIN CALIF CMNTY COLLEGE DIST — Interest
MIDPENINSULA REGL OPEN SPACE D — Interest
MORELAND CALIF SCH DIST — Interest
OLIVEHAIN MUN WTR DIST CALIF — Interest
ORANGE CNTY CALIF SANTN WASTEW — Interest — Matured
PERALTA CALIF CMNTY COLLEGE DI — Interest
SAN BERNARDINO CNTY CALIF TRAN — Interest
SAN FRANCISCO CALIF BAY AREA R — Interest
SAN FRANCISCO CNTY CALIF TRANS — Interest
SAN LUIS CALIF COASTAL UNI SCH — Interest
SAN MATEO CNTY CALIF TRAN DIST — Interest
UNITED STATES TREAS NTS — Interest — Buy
UNIVERSITY CALIF REVS FOR PREV — Interest
CALIFORNIA ST — Interest
CALIFORNIA ST UNIV REV — Interest
LOS ANGELES CALIF WASTEWTR SYS — Interest — Matured
UNIVERSITY WIS HOSPS & CLINICS — Interest
SCHWAB ONE CASH — Interest
CHABOT-LAS POSITAS CALIF CMNTY — Interest — Buy
LOS ANGELES CALIF WASTEWTR SYS REV — Interest — Buy
PETALUMA CALIF WASTEWATER REV — Interest — Buy
IRA (H)
DFA REAL ESTATE SECURITIES — Dividend
VANGUARD TOTAL BOND MKT INDEX ADMIRAL — Dividend — Sold (part)
Reimbursement — UNIVERSITY OF CALIFORNIA, LOS ANGELES — 4/18/2019-4/19/2019 — LOS ANGELES, CA — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS
Reimbursement — CORNELL UNIVERSITY — 9/25/2019-9/29/2019 — NEW YORK, NY — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS
Income — 2019 — UC HASTINGS COLLEGE OF THE LAW - TEACHING — $3,854.20
Spouse's income — 2019 — SELF-EMPLOYED ATTORNEY
*1 ALCON INC (ITEM #28)WAS RECEIVED 04/09/2019 IN A SPINOFF FROM NOVARTIS AG (ITEM #15).
*2 THE EARNINGS REPORTED IN PART VII REPRESENT SPOUSE'S DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME.
*3 SALES 08/28/2019 AND 08/30/2019 WERE MADE TO MEET REQUIRED MINIMUM MINIMUM DISTRIBUTION (RMD).
*4 ON DECEMBER 27, 2019, PURSUANT TO A CORPORATE MODERNIZATION, STOCKHOLDERS OF OWENS-ILLINOIS INC. BECAME
STOCKHOLDERS OF O-I GLASS, INC.
*5 SCHWAB CA MUNI MONEY FUND (ASSET #172 ON 2018 REPORT) WAS NOT HELD DURING 2019. CORRECTED REPORTING FROM 2018
REPORT IS AS FOLLOWS: GROSS VALUE AT END OF PERIOD COLUMN C-1 VALUE CODE "BLANK", COLUMN C-2 VALUE METHOD "BLANK";
TRANSACTIONS DURING REPORTING PERIOD COLUMN D-1 TYPE "SOLD" COLUMN D-2 DATE "12/03/18" COLUMN D-3 VALUE CODE "J"
COLUMN D-4 GAIN CODE "BLANK".

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29095. Public record. Not legal advice.