James C. Ho

What was filed

225
investments
1
positions
0
gifts
0
agreements
0
debts
6
reimbursements
0
income
2
spouse income

Named parties

James C. Ho, P.C.
NDTX Bench/Bar Conference
Vanderbilt Law School
Federalist Society, University of Chicago Law School
Federalist Society, University of Virginia Law School
Heritage Foundation
Alliance Defending Freedom
Gibson Dunn and Crutcher, LLP - Partnership Income
Alliance Defending Freedom Academy - Honoraria, $3,000

As filed

CitiBank Cash Checking Account — Interest

CitiBank Cash Savings Account — Interest

Wells Fargo Cash Savings Account — Interest

IRA #1

Schwab Gov't Money Fund — Int./Div.

DFA Global Real Estate — Dividend

Schwab US REIT ETF — Dividend

DFA Int'l Core Equity — Dividend

DFA US Core Equity 2 — Dividend

DFA Micro Cap — Dividend

DFA Emerging Mkts Core — Dividend — Sold

DFA US Targeted Value — Dividend — Buy (add'l)

Schwab Total Stock Market — Dividend — Sold (part)

IRA #2

Schwab Gov't Money Fund — Int./Div.

DFA US Core Equity 2 — Dividend — Sold (part)

DFA US Micro Cap — Dividend

DFA Int'l Small Cap Value — Dividend

Schwab US REIT ETF — Dividend

Base Rate Fund QP LP — Dividend

Schwab Total Stock Market — Dividend — Buy

IRA #3 (A) (H)

Schwab Gov't Money Fund — Int./Div.

DFA US Targeted Value — Dividend — Buy (add'l)

DFA US Micro Cap — Dividend — Buy (add'l)

DFA US Core Equity 2 — Dividend — Buy (add'l)

Vanguard HY Corp — Dividend — Sold

Schwab US REIT ETF — Dividend — Buy (add'l)

Schwab US REIT ETF — Buy (add'l)

DFA Emerging Mkts Core Equity — Dividend — Sold

DFA Global Real Estate — Dividend

DFA Intl Core Equity — Dividend — Buy (add'l)

DFA Intl Small Cap Value — Dividend

Dodge & Cox Intl Stock — Dividend

Schwab Total Stock Mkt — Dividend

IRA #4 (A) (H)

DFA Gbl Real Estate — Dividend

DFA US Core Equity 2 — Dividend

DFA US Micro Cap — Dividend

DFA US Targeted Value — Dividend

Schwab Intl Small Co Index — Dividend

Schwab Total Stock Market — Dividend

Palantir — None — Open

Palantir — None — Sold

401k #1

Vanguard Target Retirement 2035 — None — Buy

Gibson Dunn Cash Balance Plan — None — Open

529 #1

American Funds Capital Income Builder — Dividend — Buy (add'l)

American Funds Capital Income Builder — Buy (add'l)

American Funds Capital World Growth & Income — Dividend — Buy (add'l)

American Funds Capital World Growth & Income — Buy (add'l)

American Funds Small Cap World — Dividend — Buy (add'l)

American Funds Small Cap World — Buy (add'l)

American Funds New World — Dividend — Buy (add'l)

American Funds New World — Buy (add'l)

American Funds Bond Fund of America — Dividend — Buy (add'l)

American Funds Bond Fund of America — Buy (add'l)

American Funds Capital World Bond — Dividend — Buy (add'l)

American Funds Capital World Bond — Buy (add'l)

529 #2

American Funds US Gov't Securities — None — Sold

American Funds Capital Income Builder — Dividend — Buy (add'l)

American Funds Capital Income Builder — Buy (add'l)

American Funds Capital World Growth & Income — Dividend — Buy (add'l)

American Funds Capital World Growth & Income — Buy (add'l)

American Funds Small Cap World — Dividend — Buy (add'l)

American Funds Small Cap World — Buy (add'l)

American Funds New World — Dividend — Buy (add'l)

American Funds New World — Buy (add'l)

American Funds Bond Fund of America — Dividend — Buy (add'l)

American Funds Bond Fund of America — Buy (add'l)

American Funds Capital World Bond — Dividend — Buy (add'l)

American Funds Capital World Bond — Buy (add'l)

Brokerage Account #1

Schwab Muni Money Fund — Interest

DFA Emerging Markets Small — Dividend — Buy (add'l)

DFA Emerging Markets Small — Sold (part)

DFA Emerging Markets Small — Buy (add'l)

DFA Int'l Small Value — Dividend — Buy (add'l)

DFA US Micro Cap — Dividend — Sold

DFA US Core Equity 2 — Dividend — Sold (part)

DFA US Core Equity 2 — Buy (add'l)

DFA US Core Equity 2 — Sold (part)

DFA US Core Equity 1 — None — Buy

DFA US Core Equity 1 — Sold

DFA Int'l Core Equity — Dividend

Dodge & Cox International — Dividend — Sold (part)

DFA Emerging Markets Core — None — Sold

Schwab Total Stock Market — Dividend

DFA US Targeted Value — Dividend — Sold

American Funds New World — Dividend — Buy (add'l)

American Funds New World — Sold (part)

American Funds New World — Buy (add'l)

MetLife Group Variable Universal Life Insurance; Cash Value — None

Fidelity Variable Insurance Freedom 2040 Portfolio — Dividend

Trust #1 (H)

Schwab Gov't Money Fund — Dividend

Alternative Investments #1

Goldcrest Capital, LP — None

CSOP Palantir III, LP (f/k/a Goldcrest Palantir III, LP) — None

Goldcrest Capital Fund II-B, LP — None

Goldcrest Capital Mercury SPV, LLC — None — Buy

President, James C. Ho, P.C.

Reimbursement — NDTX Bench/Bar Conference — 01/10/2020 — Las Colinas, TX — Conference Attendee — Parking

Reimbursement — Vanderbilt Law School — 02/06/2020 — Nashville, TN — Moot Court — Travel Expenses

Reimbursement — Federalist Society, University of Chicago Law School — 02/11/2020 — Chicago, IL — Speaker — Travel Expenses

Reimbursement — Federalist Society, University of Virginia Law School — 02/25/2020 — Charlottesville, VA — Speaker — Travel Expenses

Reimbursement — Heritage Foundation — 02/26/2020 — Washington, DC — Speaker — Travel Expenses

Reimbursement — Alliance Defending Freedom — 7/31/2020 — Leesburg, VA — Speaker (Allyson) — Travel Expenses (spouse expenses not reimbursed)

Spouse's income — 2020 — Gibson Dunn and Crutcher, LLP - Partnership Income

Spouse's income — 2020 — Alliance Defending Freedom Academy - Honoraria, $3,000