Frix
Try Donna

Donna M. Ryu

2019

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 375

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Revocable Trust Agreement re family member's estate
  • University of California, Berkeley Law School
  • University of California Retirement System (pension payments) (see Part II)

As filed

Wells Fargo Bank Accounts — Int./Div.

Provident Credit Union Accounts — Int./Div.

ING Direct Accounts — Int./Div.

Brokerage--Indiv. TOD Renamed to Trust (H)

Wilshire Large Company Growth Fund (DTLGX) — Dividend — Buy (add'l)

Wilshire Large Cap Core Fund (WLCTX) — Dividend — Buy (add'l)

Wilshire Small Company Growth Fund (DTSGX) — Int./Div. — Buy (add'l)

Wilshire Small Company Value Fund (DTSVX) — Int./Div. — Buy (add'l)

Wilshire Large Company Value Fund (DTLVX) — Int./Div. — Buy (add'l)

Wilshire Large Company Value Fund (DTLVX) — Int./Div. — Buy (add'l)

Wilshire Income Fund (WIORX) — Dividend — Buy (add'l)

Wilshire Income Fund (WIORX) — Dividend — Buy (add'l)

Wilshire Income Fund (WIORX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Fidelity US Bond Index Fund (FXNAX) — Dividend — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund (VEMAX) — Dividend — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund (VEMAX) — Dividend — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund (VEMAX) — Dividend — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund (VEMAX) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard BD Index Short Term BD ETF (BSV) — Dividend — Buy (add'l)

Vanguard Index Md-Cap ETF (VO) — Dividend — Buy (add'l)

Vanguard Index Md-Cap ETF (VO) — Dividend — Buy (add'l)

Vanguard Index Md-Cap ETF (VO) — Dividend — Buy (add'l)

Vanguard Index Md-Cap ETF (VO) — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Sold (part)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Sold (part)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Sold (part)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Sold (part)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Cash Account FlexInsured CFID — Dividend — Buy (add'l)

Brokerage--IRA Rollover (H)

VANGUARD MALVERN FDS STRM (VTIP) — Dividend — Sold

VANGUARD MALVERN FDS STRM (VTIP) — Dividend — Buy

VANGUARD MALVERN FDS STRM (VTIP) — Dividend — Buy (add'l)

VANGUARD MALVERN FDS STRM (VTIP) — Dividend — Buy (add'l)

VANGUARD MALVERN FDS STRM (VTIP) — Dividend — Buy (add'l)

SPDR GOLD TR GOLD SHS (GLD) — None — Buy (add'l)

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Sold

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Buy

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Buy (add'l)

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Sold (part)

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Buy (add'l)

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Buy (add'l)

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Buy (add'l)

ISHARES TR MSCI USA VALUE FACTOR ETF (VLUE) — Dividend — Buy (add'l)

INDEX IQ ETF TR IQ MERGER ARBITRAGE ETF (MNA) — Dividend — Buy (add'l)

INDEX IQ ETF TR IQ MERGER ARBITRAGE ETF (MNA) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Sold (part)

CLS FLEXIBLE INCOME FUND CLASS N (CLFLX) — Dividend — Buy (add'l)

CLS GROWTH AND INCOME FUND CLASS N (CLERX) — Dividend — Buy (add'l)

CLS GLOBAL DIVERSIFIED EQUITY FUND CLASS N (CLSAX) — Dividend — Sold (part)

CLS GLOBAL DIVERSIFIED EQUITY FUND CLASS N (CLSAX) — Dividend — Buy (add'l)

CLS GLOBAL DIVERSIFIED EQUITY FUND CLASS N (CLSAX) — Dividend — Buy (add'l)

CLS GLOBAL AGGRESSIVE EQUTY (CLACX) — Dividend — Buy (add'l)

GLOBAL LONG/SHORT CREDIT - CLASS A (BGCAX) — None — Sold

ISHARES TR MSCI ACWIETF (ACWI) — None — Sold

JOHN HANCOCK ABSOLUTE RETURN CURRENCY FUND CLASS A (JCUAX) — None — Sold

BLACKSTONE ALTERNATIVE MULTI- STRATEGY INST CLASS (BXMIX) — Dividend — Buy (add'l)

CLS INTL EQ CLASS N (CLHAX) — None — Sold

ISHARES TR MSCI EAFEVALUE ETF (EFV) — None — Sold

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Sold (part)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Sold (part)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Sold (part)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Sold (part)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Sold (part)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Buy (add'l)

POWERSHARES/INVESCO EXC- TRADED FD TR II S&P 500 LOW VOLATILITY (SPLV) — Dividend — Sold

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Buy (add'l)

ISHARES EDGE MSCI MIN VOL ETF AVG (ACWV) — Dividend — Sold

ASG MANAGED FUTURES FUND Y (ASFYX) — Dividend — Buy

ASG MANAGED FUTURES FUND Y (ASFYX) — Dividend — Buy (add'l)

SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF (BIL) — None — Sold (part)

SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF (BIL) — None — Sold

SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL US SMALL CO INDEX ETF (FNDA) — Dividend — Buy (add'l)

SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL US SMALL CO INDEX ETF (FNDA) — Dividend — Buy (add'l)

SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL US SMALL CO INDEX ETF (FNDA) — Dividend — Buy (add'l)

SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL US SMALL CO INDEX ETF (FNDA) — Dividend — Sold (part)

SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL US SMALL CO INDEX ETF (FNDA) — Dividend — Sold

GOLDMAN SACHS ABSOLUTE RETURN TRACKER FD (GJRTX) — Dividend — Buy (add'l)

GOLDMAN SACHS ABSOLUTE RETURN TRACKER FD (GJRTX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES/HORIZONS ETF S&P 500 (HSPX) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Sold (part)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

ISHARES TR CONV BD ETF (ICVT) — Dividend — Buy (add'l)

JOHN HANCOCK GLOBAL ABSOLUTE RETURN (JHAIX) — Dividend — Buy (add'l)

JOHN HANCOCK GLOBAL ABSOLUTE RETURN (JHAIX) — Dividend — Sold

JP MORGAN EXCHANGE TRADED FD INTL EQUITY ETF (JPIN) — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD INTL EQUITY ETF (JPIN) — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD INTL EQUITY ETF (JPIN) — Dividend — Sold

WISDOMTREE TR CBOE S&P500 (PUTW) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Sold (part)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Sold (part)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Sold (part)

POWERSHARES EXCHANGE TRADED FD TR II FTSERAFI EMERGING MARKETS (PXH) — Dividend — Buy (add'l)

ISHARES TR SHORT TREAS (SHV) — None — Sold (part)

ISHARES TR SHORT TREAS (SHV) — None — Sold (part)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Buy (add'l)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Sold (part)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Buy (add'l)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Sold (part)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Buy (add'l)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Sold (part)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Buy (add'l)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Buy (add'l)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Sold (part)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Sold (part)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Buy (add'l)

ISHARES TR MSCI USA MIN VOL ETF (USMV) — Dividend — Sold

VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE ETF (VNQI) — Dividend — Buy

VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE ETF (VNQI) — Dividend — Buy (add'l)

VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE ETF (VNQI) — Dividend — Buy (add'l)

VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE ETF (VNQI) — Dividend — Buy (add'l)

GRANITSHARES ETF (COMB) — Dividend — Buy

GRANITSHARES ETF (COMB) — Dividend — Sold

VANECK VECTORS ETF (EMLC) — None — Buy

GOLDMAN SACHS ETF LARGECAP EQUITY (GSLC) — Dividend — Buy

GOLDMAN SACHS ETF LARGECAP EQUITY (GSLC) — Dividend — Buy (add'l)

GOLDMAN SACHS ETF LARGECAP EQUITY (GSLC) — Dividend — Sold (part)

GOLDMAN SACHS ETF LARGECAP EQUITY (GSLC) — Dividend — Sold

JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MID-CAP ETF (JHMM) — Dividend — Buy

JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MID-CAP ETF (JHMM) — Dividend — Buy (add'l)

JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MID-CAP ETF (JHMM) — Dividend — Buy (add'l)

JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MID-CAP ETF (JHMM) — Dividend — Sold (part)

JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MID-CAP ETF (JHMM) — Dividend — Buy (add'l)

JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MID-CAP ETF (JHMM) — Dividend — Buy (add'l)

GLOBAL X FDS MLP ETF (MLPA) — None — Buy

INVESCO EXCHANGE TRADED SELF INDEXED RUSSELL 1000 (OMFL) — Dividend — Buy

INVESCO EXCHANGE TRADED SELF INDEXED RUSSELL 1000 (OMFL) — Dividend — Buy (add'l)

INVESCO EXCHANGE TRADED SELF INDEXED RUSSELL 1000 (OMFL) — Dividend — Buy (add'l)

INVESCO EXCHANGE TRADED SELF INDEXED RUSSELL 1000 (OMFL) — Dividend — Buy (add'l)

INVESCO EXCHANGE TRADED SELF INDEXED RUSSELL 1000 (OMFL) — Dividend — Buy (add'l)

INVESCO EXCHANGE TRADED SELF INDEXED RUSSELL 1000 (OMFL) — Dividend — Buy (add'l)

DBX ETF XTRACKERS RUSSELL 1000 (QARP) — Dividend — Buy

DBX ETF XTRACKERS RUSSELL 1000 (QARP) — Dividend — Buy (add'l)

DBX ETF XTRACKERS RUSSELL 1000 (QARP) — Dividend — Buy (add'l)

DBX ETF XTRACKERS RUSSELL 1000 (QARP) — Dividend — Sold

SPDR MSCI USA ETF (QUS) — Dividend — Buy

SPDR MSCI USA ETF (QUS) — Dividend — Buy (add'l)

SPDR MSCI USA ETF (QUS) — Dividend — Buy (add'l)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Buy

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Buy (add'l)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Buy (add'l)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Sold (part)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Buy (add'l)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Sold (part)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Buy (add'l)

LATTICE STRATEGIES MULTIFACTOR DEVELOPED MKTS ETF (RODM) — Dividend — Buy (add'l)

ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) — Dividend — Buy

ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) — Dividend — Buy (add'l)

ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) — Dividend — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Sold (part)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

FEDERATED TREASURY OBLIGATIONS — Int./Div. — Buy (add'l)

Brokerage--Roth IRA (H)

Vanguard Total International Stock Index Fund ETF (VXUS) — Dividend — Buy (add'l)

Vanguard Total International Stock Index Fund ETF (VXUS) — Dividend — Buy (add'l)

Vanguard Total International Stock Index Fund ETF (VXUS) — Dividend — Buy (add'l)

Vanguard Total International Stock Index Fund ETF (VXUS) — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF (VTI) — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF (VTI) — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF (VTI) — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF (VTI) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Vanguard Total International Bond Index ETF (BNDX) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Sold (part)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Sold (part)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Sold (part)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Money Market/FDIC Insured Bank Deposit Fund (CFIQ) (PER989909) — Dividend — Buy (add'l)

Co-Trustee, Revocable Trust Agreement re family member's estate

Lecturer, University of California, Berkeley Law School

Agreement — July 2002 — University of California Retirement Plan (pension on retirement)

Income — Jan-Dec — University of California, Berkeley Law School — $4,926.48

Income — Jan-Dec — University of California Retirement System (pension payments) (see Part II) — $20,596.53

Part I, and Part VII.

Part I:

Line 1: Trust for the benefit of family member.

-I am not the owner or grantor of the trust, I am solely the co-trustee of a revocable trust created for the benefit of a member.

-I am a co-trustee for the convenience of member, and I have not received any income through the trust or trust assets. In an abundance of caution, I

had previously listed the trust property ( house) in Section VII, but that have since been instructed not to list the house in Section VII, since it is not an

investment, and I do not receive any income of any kind from the house or the trust.

Part VII:

When running the audit, I received a general note that some of the holdings show no income during 2019. My financial disclosure preparer has verified that the

entries are correct as entered. Some holdings were sold before they produced income during the year or are a type of security that does not generally produce

income.

The audit also generated a note regarding Line 74 & Line 80 that Columns C(1) & C(2) should be left blank if they were not held on the last day of the reporting

period. These columns are for the gross value at the end of the reporting period. While the holdings were sold in full, they were repurchased later in the year.

The entries are correct as entered.

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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