Andrew G. Schopler

2018

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Pull out the substance of this filing.

What was filed

55
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Association of Business Trial Lawyers of San Diego
Enright Inn of Court
Trust #1

As filed

Capital One Cash Accounts — Interest

IRA #1 (H)

Vanguard REIT Index Fund Admiral Shares (VGSLX) — Dividend — Buy (add'l)

Vanguard REIT Index Fund Admiral Shares (VGSLX) — Distributed (part)

Vanguard Total Bond Mrket Index Fund Admiral Shares (VBTLX) — Dividend — Sold (part)

Vanguard Total Bond Mrket Index Fund Admiral Shares (VBTLX) — Distributed (part)

IRA #2 (H)

Vanguard REIT Index Fund Admiral Shares (VGSLX) — Dividend — Buy (add'l)

Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) — Dividend — Sold (part)

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) — Dividend — Buy (add'l)

IRA #3 (H)

Vanguard REIT Index Fund Admiral Shares (VGSLX) — Dividend — Buy (add'l)

Vanguard REIT Index Fund Admiral Shares (VGSLX) — Sold (part)

IRA #4 (H)

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) — Dividend — Buy (add'l)

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) — Buy (add'l)

TRUST #1 (H)

Vanguard Emerging Markets Stock Index Fund Admiral Share (VEMAX) — Dividend

Vanguard European Stock Index Fund Admiral Shares (VEUSX) — Dividend

Vanguard Pacific Stock Index Fund Admiral Shares (VPADX) — Dividend

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) — Dividend

Activision Blizzard Inc (ATVI) — Dividend — Buy (add'l)

Activision Blizzard Inc (ATVI) — Buy (add'l)

Alphabet Inc Cl C (GOOG) — None

Amazon Com Inc (AMZN) — None — Buy (add'l)

Amazon Com Inc (AMZN) — Buy (add'l)

Apple Inc (AAPL) — Dividend — Buy (add'l)

Apple Inc (AAPL) — Buy (add'l)

Berkshire Hathaway Inc Cl B (BRK/B) — None — Buy (add'l)

Cognex Corp (CGNX) — Dividend — Buy (add'l)

Diplomat Pharmacy Inc (DPLO) (Y)

Ecolab Inc (ECL) — Dividend

Facebook Inc Cl A (FB) — None — Buy (add'l)

Facebook Inc Cl A (FB) — Buy (add'l)

Gilead Sciences Inc (GILD) — Dividend

Illumina Inc (ILMN) — None — Buy

Illumina Inc (ILMN) — Buy (add'l)

Interactive Brokers Group Inc (IBKR) — Dividend

Kinder Morgan Inc Del (KMI) — Dividend

Match Group Inc (MTCH) — Dividend — Buy (add'l)

Natus Med Inc Del (BABY) — None

Netflix Com Inc (NFLX) — None — Buy (add'l)

Netflix Com Inc (NFLX) — Buy (add'l)

Nucor Corp (NUE) — Dividend — Buy (add'l)

Shopify Inc Cl A (SHOP) — None

SVB Finl Group (SIVB) — None

Tripadvisor Inc (TRIP) (Y)

Walt Disney Co (DIS) — None — Buy (add'l)

Watsco Inc Cl A (WSO) — Dividend

Board Member, Board of Governors, Association of Business Trial Lawyers of San Diego

Master, Enright Inn of Court

Trustee, Trust #1

In 2018, the Roth IRA (2017, line 9) was divided into IRA #3 (line 11) and IRA #4 (line 14). In addition, Brokerage Account #1 (2017, line 12) and

Brokerage Account #2 (2017, line 19) were combined into Trust #1 (line 17).

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.