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What was filed

  • 34

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • University/Law School
  • ALI Advisers Meeting
  • PERS retirement pension
  • Portland General (retirement income)
  • IRA distribution

As filed

Charles Schwab Cash Reserves #1 (See Part VIII) — Interest

Oregon Savings Growth Plan — None

Family Farm LLC - tax assessment dated 3/25/19 ($250,290) — Distribution

IRA #1(H)

Vanguard Short-Term Bond Index Fund (VBISX) — Dividend — Sold

Vanguard 500 Index Fund (VFIAX) previously (VFINX) — Dividend — Buy (add'l)

Vanguard 500 Index Fund (VFIAX) previously (VFINX) — Buy (add'l)

Vanguard Mid-Cap Index Fund (VIMAX) previously (VIMSX) — Dividend — Buy (add'l)

Vanguard Mid-Cap Index Fund (VIMAX) previously (VIMSX) — Buy (add'l)

Schwab Cash Reserves bank sweep account — Dividend — Distributed (part)

Schwab Value Advantage Money Market fund — Dividend — Sold (part)

Schwab Value Advantage Money Market fund — Sold (part)

Vanguard High Div Yield (VHYAX) previously ( VHDYX) — Dividend — Buy

Vanguard Intrm Term (VFICX) — Dividend — Buy

Vanguard S/T Investment (VFSTX) — Dividend — Buy

Vanguard ST Treasury (VXBSX) — Dividend — Buy

Vanguard ST Treasury (VXBSX) — Sold (part)

IRA # 2 (H)

Vanguard Prime Cap Core Fund (Y)

Vanguard Index 500 (VFIAX) previously (VFINX) — Dividend — Buy (add'l)

Vanguard Index 500 (VFIAX) previously (VFINX) — Buy (add'l)

Schwab Value Advantage Fund — Dividend — Sold (part)

Schwab Value Advantage Fund — Sold (part)

Schwab Value Advantage Fund — Sold (part)

Vanguard ST Bond Index Fund Investor (VBISX) — Dividend — Sold

Vanguard Interm Term Trsy Fd (VFITX) — Dividend — Sold

Vanguard High Div Yield Index (VHYAX) previously (VHDYX) — Dividend — Buy

Vanguard High Div Yield Index (VHYAX) previously (VHDYX) — Buy (add'l)

Vanguard Interm Term Investment (VFICX) — Dividend — Buy

Vanguard Interm Term Investment (VFICX) — Buy (add'l)

Vanguard S/T Investment (VFSTX) — Dividend — Buy

Vanguard ST Trsy (VSBSX) — Dividend — Buy

Schwab Bank sweep account — Interest — Distributed (part)

Schwab Bank sweep account — Distributed (part)

Agreement — 1988 — Oregon Public Employee's Retirement Systems (PERS) with former employer when I was a state court judge. (Statutorily defined benefits, no control)

Reimbursement — University/Law School — 04//11/19 - 04/13/19 — Berkeley, CA — Professional association meeting — travel expenses

Reimbursement — ALI Advisers Meeting — 09/19/19 - 09/21/19 — Philadelphia, PA — Professional association meeting — travel expenses

Income — 2019 — PERS retirement pension — $30,243.00

Spouse's income — 2019 — Portland General (retirement income)

Spouse's income — 2019 — IRA distribution

Part VII, line 1: The Charles Schwab Cash Reserve funds are cash-equivalent funds.

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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Susan P. Graber | Frix