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Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Association of Business Trial Lawyers - Northern California
  • Trust #1
  • Stanford University
  • Stanford University, teaching income
  • University of California - San Francisco - salary

As filed

Individual Assets (H)

Ally Bank (cash) — Interest — Open

American Express National Bank (cash) — Interest — Open

Bank of America (cash) — Interest

Chase Bank (cash) — Interest — Open

Golden One Credit Union (cash) (Y)

Wells Fargo (cash) (Y)

IRA #1 (H)

Vanguard Federal Money Market (VMFXX) (cash eq.) (X) — Interest

Vanguard Prime Money Market Fund (VMMXX) — Int./Div. — Sold

Vanguard Target 2035 Retirement Fund (VTTHX) — Int./Div.

Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend — Buy

Brokerage Account #1 (H)

Morgan Stanley (cash) — Interest

Trust Account #1 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend — Buy

IRA #2 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend — Buy

457(b) Plan #1 (H)

Fidelity California Muni Money Market (Y)

University of California 457(b) Plan: Pathway 2030 (OJNW) — Int./Div.

University of California 457(b) Plan: Pathyway 2040 (OJNX) — Int./Div.

401(a) Plan #1 (H)

University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — Int./Div.

University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — Int./Div.

Education Account (H)

Scholarshare - Active Age-Based Portfolio 18 and Over — None

Scholarshare - Passive Diversified Equity Portfolio — None — Distributed (part)

Scholarshare - Principal Plus Interest Portfolio — None — Distributed (part)

Member, Board of Governors, Association of Business Trial Lawyers - Northern California

Trustee, Trust #1

Lecturer in Law, Stanford University

Income — 2019 — Stanford University, teaching income — $12,300.00

Spouse's income — 2019 — University of California - San Francisco - salary

Part I, line 2: Reportable assets of Trust #1 are included in Part VII.

Name change: UC Global Equity Fund is now UC Dom. Eq. Index

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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Sallie Kim | Frix