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Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Trust #1
  • State Judicial Retirement

As filed

Bank of America Money Market Account — Interest

TRUST #1 (H)

Vanguard S&P 500 Index Fund (401K) — Dividend

Fidelity Cash Reserve — Interest — Closed

Vanguard Life Strategic Growth Fund — Dividend

Schwab Cash Reserve — Interest

Schwab S&P 500 Index Fund — Dividend

CSCO Common Stock — Dividend

Vanguard Total Stock Market (VII) — Dividend

Pimco Bond Fund (Pondx) — Dividend — Sold

Vanguard CA Inter Bond Fund (VCALX) — Interest

U.S. Savings Bonds — Interest — Buy

U.S. Savings Bonds — Interest — Matured

JP Morgan Income Fund (JMSIX) — Dividend — Buy

Schwab Advantage Money Fund (SWVXX) — Interest — Buy

Trustee, Trust #1

Income — 2019 — State Judicial Retirement — $82,040.47

Section VII, Item 10, Pimco Bond Fund (Pondx) was erroneously listed as "interest" in previous FDRs and is now corrected to being designated as "dividend."

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.

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Jeffrey T. Miller | Frix