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Pull out the substance of this filing.

What was filed

  • 13

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Bar Association, Southern District of Texas
  • American Law Institute
  • Navient

As filed

Individual Assets (H)

Bank of America (cash) — Interest

U.S. Savings Bonds — None

Account #1 (H)

Schwab US Small Cap ETF (SCHA) — Dividend — Buy

Schwab US Small Cap ETF (SCHA) — Buy (add'l)

Vanguard 500 Index Fund ETF (VOO) — Dividend — Buy

Vanguard 500 Index Fund ETF (VOO) — Buy (add'l)

Vanguard 500 Index Fund ETF (VOO) — Buy (add'l)

IShares MSCI EAFE (EFA) — Dividend — Buy

IShares MSCI EAFE (EFA) — Sold

IShares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

IShares Core U.S. Aggregate Bond ETF (AGG) — Sold

Judicial Liaison, Federal Bar Association, Southern District of Texas

Elected Member, American Law Institute

Liability — Navient — Student Loan

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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