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Pull out the substance of this filing.

What was filed

  • 66

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Darren Pym
  • Federal Bar Association, Inland Empire Chapter
  • Pomona College -- salary
  • Claremont Graduate University -- fee for dissertation committee work

As filed

Vanguard Prime Money Market Fund — Int./Div.

Vanguard Rollover IRA

Vanguard Capital Opportunity Fund Admiral Shares — Dividend

Vanguard Growth Index Fund Admiral Shares — Dividend

Vanguard STAR Fund — Dividend

Vanguard U.S. Value Fund — Dividend

Vanguard Roth IRA #1

Vanguard Explorer Fund Investor Shares — Dividend

Vanguard Small-Cap Index Fund Admiral Shares — Dividend

Vanguard Roth IRA #2

Vanguard Total Stock Market Index Fund Admiral Shares — Dividend

Vanguard Windsor II Fund Investor Shares — Dividend

Pomona College Academic Retirement Plan

CREF Growth Fund — None

CREF Equity Index Fund — None

CREF Global Equities Fund — None

Vanguard Total Stock Market Index Institutional Fund — Dividend

Vanguard Institutional Target Retirement 2030 Fund — Dividend

Vanguard Institutional Target Retirement 2035 Fund — Dividend

Vanguard Federal Money Market Investor Fund — Dividend

Northwestern Mutual Variable Life Insurance #1

Northwestern Mutual Index 500 Stock Fund (MSA) — Dividend

Northwestern Mutual Mid Cap Growth Stock Fund (MSA/Wellington) — Dividend

Northwestern Mutual Variable Life Insurance #2

Northwestern Mutual Growth Stock Fund (MSA/Mellon) — Dividend

Northwestern Mutual Index 400 Stock Fund (MSA) — Dividend

Vanguard UGTMA Account #1

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Vanguard UGTMA Account #2

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Vanguard Education Savings Account #1

Vanguard Explorer Fund Investor Shares — Dividend

Vanguard STAR Fund — Dividend

Vanguard Education Savings Account #2

Vanguard Small-Cap Growth Index Fund Investor Shares — None — Sold

Vanguard Small-Cap Growth Index Fund Admiral Shares — Dividend — Buy

College Savings Iowa 529 Plan #1

Vanguard Growth Age-Based Track: Conservative Growth Portfolio — None

College Savings Iowa 529 Plan #2

Vanguard Growth Age-Based Track: Moderate Growth Portfolio — None

University of California Retirement Savings Program

UC Savings Fund — Int./Div.

Putnam UGTMA Account #1

Putnam Dynamic Asset Allocation Balanced Fund — Dividend

Putnam Dynamic Asset Allocation Growth Fund — Dividend

Putnam UGTMA Account #2

Putnam Dynamic Asset Allocation Balanced Fund — Dividend

Putnam Dynamic Asset Allocation Growth Fund — Dividend

Franklin Templeton 529 College Savings Plan #1

Templeton Growth 529 Portfolio — None

Franklin Growth 529 Portfolio — None

Franklin Small Mid Cap Growth 529 Portfolio — None

Franklin Mutual Shares 529 Portfolio — None

S&P 500 Index 529 Portfolio — None

Franklin Templeton 529 College Savings Plan #2

Franklin Founding Funds 529 Portfolio — None

Michigan 529 Education Savings Program #1

TIAA-CREF Aggressive Age-Based Allocation Option — None

Michigan 529 Education Savings Program #2

TIAA-CREF Aggressive Age-Based Allocation Option — None

Vanguard Balanced Index Fund Admiral Shares — Dividend — Sold (part)

Vanguard Balanced Index Fund Admiral Shares — Sold (part)

Vanguard Balanced Index Fund Admiral Shares — Sold (part)

Vanguard Balanced Index Fund Admiral Shares — Sold (part)

Chase bank account #2 — Interest

Real property in Mason County, WA (X) — None — Buy (add'l) — Darren Pym

Honorary Board Member, Federal Bar Association, Inland Empire Chapter

Spouse's income — 2019 — Pomona College -- salary

Spouse's income — 2019 — Claremont Graduate University -- fee for dissertation committee work

Part VII, line 66 -- I inherited an interest in this real property many years ago, but did not report it on prior financial disclosure reports becauase it is not held for

investment and is not income-producing. In 2019 I purchased another share in this same property, so I now hold a larger interest in the same property. The value

of the purchase shown is what I paid for a second share of the property. The value of the property shown is the estimated value of my total interest in the property.

This property is difficult to appraise with any accuracy. The estimated value of the property shown is based largely on what I paid for a second share in the

property, which price was set in part by reviewing listing prices of other comparable property in the area.

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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Sheri N. Pym | Frix