Garland Ellis Burrell jr

2013Annual

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Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • VIL
  • Flip LLC
  • and Angie Truluck
  • Trust #1

As filed

Golden One Credit Union Accounts — Interest

First US Community Credit Union Accounts — Interest

Schwab Brokerage Account with Cash Holding — Interest

SPDR Gold Shares (Electronically Traded Fund) — None — Sold (part)

Yelp Common Stock — None — Sold

Starbucks Common Stock — None

Whole Foods Market Common Stock — None

Schwab US Broad Market Exchange: Traded Fund (ETF) — None — Buy

Schwab Fundamental WS Market ETF — None — Buy

Amazon.com Common Stock — None — Buy

Amazon.com Common Stock — Buy (add'l)

Chipotle Common Stock — None — Buy

Chipotle Common Stock — Sold

Costco Common Stock — None — Buy

Lowe's Common Stock — None — Buy

TIX (HomeGoods, Marshalls, T.J. Maxx Stores) Common Stock — None — Buy

Netflix Common Stock — None — Buy

Chevron Corp. Common Stock — None — Buy

Bank of America Account — Interest

Trust £1(Y)

Property #1 in Los Angeles, CA — Rent — Sold — VIL

Property 42 in Los Angeles, CA — Reat — Sold — Flip LLC

Property #3 in Los Angeles, CA — Rent — Sold — VIL

Property #4 in Los Angeles, CA — Rent — Sold — and Angie Truluck

Co-Trustee, Trust #1

Section VIL, Item No. 3

Schwab explained that | do not have two Schwab accounts as stated in my 2012 FDR, Section VII, Item Nos, 4-5, Rather, | have the account identified in Item No,

3, und this account is comprised of uninvested cash and the stocks and funds for which Schwab is the broker, as identified as Item Nos. 4-18,

Section VII, Item No. 20

Properties Nos. 1-4 were previously assets of Trust #1, in which | held a bequeathed, beneficiary interest. | was deeded these properties m my individual capacity

und owned them in that capacity in 2013. Although | continued to act as a co-trustee for Trust #1 during a portion of 2013, there are no reportable assets for Trust

#1 in 2013. My duties as co-trustee of Trust #1 ended in April of 2013

Section VII, Item Nos, 21 & 23

The identity of the buyer for both of these properties (Column IX{5)) is Gulelat Worku and Wessenyelesh Getachew.

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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