Sheri N. Pym
2019
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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.