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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Federal Bar Association
  • American Bar Trial Lawyers Association
  • Self-employed (attorney)
  • USC Law School (teaching stipend)

As filed

Individual Assets (H)

Chase Bank (cash) (X) — Interest

Real Estate (Naples, Florida) — None

401k Acct #1 (H)

JPMorgan Smart Retirement 2030 R6 (JSMAX) — Dividend

Great West Mod Conserv Prof II Fund I (MXMPX) — None

VOYA Asset Portfolio Manager VUL Variable Life Ins Policy (H)

Voya Government Liquid Assets (IPLXX) — None

Fidelity VIP II Contrafund (FAVCF) — None

VY Inv TR Cap Appreciation (ITRIX) — None

American Growth (AGTHX) — None

Voya LargeCap Growth Portfolio (NLCAX) — None

Voya US Stock Index Portfolio (INGIX) — None

Voya International Index (IIIIX) — None

Brokerage #1 (H)

Davis New York Venture Fund A (NYVTX) — Dividend

Eaton Vance Tax Mngd Grwth Fd A (ETTGX) — Dividend

Invesco Oppenheimer Strat Inc Fd C (OSICX) (form Oppenheimer Global) — Dividend

IRA #1 (H)

Growth Fund of America Inc F1 (GFAFX) — Dividend

JPMorgan Tr I Global Alloc Fd A (GAOAX) — Dividend

IRA #2 (H)

American Balanced Fund A (ABALX) — Dividend

Board Member, Federal Bar Association

Board of Directors, American Bar Trial Lawyers Association

Spouse's income — 2019 — Self-employed (attorney)

Spouse's income — 2019 — USC Law School (teaching stipend)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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