Yvonne Gonzalez Rogers

2019

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Pull out the substance of this filing.

What was filed

  • 27

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 4

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Citibank, N.A.
  • American Law Institute
  • United States Marshal Service
  • ABA Federal Bench and Bar Conference
  • McKinsey & Company - Salary
  • University of California, Berkeley - Stipend

As filed

Citibank Checking and Money Market Accounts — Interest

Bank of America Checking — Interest

Trust No. 1

Vanguard CA IT Tax Exempt — Dividend — Buy (add'l)

Vanguard Total International Stock Index — Dividend

Vanguard 500 Index Fund — Dividend

Vanguard Extended Market Index — Dividend — Buy (add'l)

Vanguard Emerging Markets Indez — Dividend — Buy (add'l)

Vanguard IRA: Inflation Protect Sec Adm — Dividend

Vanguard: Total Bond Market Index (variable annuity) — None

Vanguard 500 Index Fund (retirement) — Dividend

Vanguard 529-Aggressive Growth Port- Age-Based 24 — None — Buy (add'l)

Vanguard 529-Aggressive Growth Port - Age 21 — None — Sold (part)

Vanguard 529-Aggressive Growth Port - Age 21 — Buy (add'l)

Vanguard 529-Aggressive Growth Port - Age 21 — Sold (part)

Vanguard 529-Aggressive Growth Port - Age 21 — Sold (part)

Vanguard 529 - Moderate Growth- Port Age-Based 18 — None — Buy (add'l)

Wells Fargo Money Market Account — Interest

Rental Prop, San Antonio, TX (assessment 12/19: $128,350) — Rent

McKinsey & Company Special Situations Aggressive Long-Term — Dividend

McK Spec Sit Retirement (Ind) — None — Buy (add'l)

McK Spec Sit Retirement (Ind) — Buy (add'l)

McK Spec Sit Retirement (Ind) — Buy (add'l)

McK Spec Sit Retirement (Ind) — Buy (add'l)

McKinsey Partnership Shares — Dividend — Sold (part)

McKinsey Partnership Debt — Interest — Sold (part)

McKinsey Cash Balance Plan — None — Buy (add'l)

Liability — Citibank, N.A. — McKinsey Partnership Shares

Reimbursement — American Law Institute — January 16-18, 2019 — Philadelphia, PA — Council Meeting — Transportation, Meals, Lodging

Reimbursement — American Law Institute — March 7-9, 2019 — Philadelphia, PA — Project Meeting — Transportation, Meals, Lodging

Reimbursement — United States Marshal Service — June 5-7, 2019 — Kansas City, Missouri and Oklahoma City, Oklahoma — JPATS Tour — Transportation, Meals, Lodging

Reimbursement — ABA Federal Bench and Bar Conference — June 13-14, 2019 — Colorado Springs, CO — Conference — Transportation, Meals, Lodging

Spouse's income — 2019 — McKinsey & Company - Salary

Spouse's income — 2019 — University of California, Berkeley - Stipend

This amendment does not change the content of this report. Rather this report is being generated on the updated software platform. The original 2019 program

used an outdated software program.

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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Yvonne Gonzalez Rogers | Frix