Frix
Try Donna

Allison H. Goddard

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 387

    investments

  • 9

    positions

  • 0

    gifts

  • 3

    agreements

  • 9

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • ABTL San Diego Board of Governors
  • FBA San Diego Chapter Advisory Board
  • Executive Board, The Louis M. Welsh American Inn of Court
  • New Rez
  • JPMorgan Chase
  • Structured Assignments, SCC
  • San Diego Unified School District (salary)

As filed

Individual Assets (H)

JPMorgan Chase Cash Account — Interest

Bank of America Cash Account — None

Nashville, TN Investment Property — Rent

Account #1 (H)

JPMorgan IRA Deposit Sweep (cash) — Interest

Blackrock Index Fds Ishares MSCI EAFE (BTMKX) — Dividend — Sold (part)

Blackrock Index Fds Ishares MSCI EAFE (BTMKX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Buy (add'l)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr International Index Fund (FSPSX) — None — Sold

JPMorgan Exchange Traded Betabuilders CDA ETF (BBCA) — Dividend

JPMorgan Exchange Traded Betabuilders Developed Asia (BBAX) — Dividend

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Dividend — Sold (part)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Buy (add'l)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Sold (part)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Sold (part)

JPMorgan Exchange Traded Betabuilders Japan (BBJP) — Dividend — Sold (part)

JPMorgan Exchange Traded Betabuilders Japan (BBJP) — Buy (add'l)

Six Circles Tr Intl Unconstrained Equity (CIUEX) — Dividend — Buy (add'l)

Six Circles Tr Intl Unconstrained Equity (CIUEX) — Buy (add'l)

Six Circles Tr US Unconstrained Equity Fd (CUSUX) — Dividend

Vanguard Index Tr 500 Index Fd Admiral (VFIAX) — Dividend

Blackrock Fds High Yield Bond Portfolio K (BRHYX) — Dividend — Buy

Blackrock Fds High Yield Bond Portfolio K (BRHYX) — Buy (add'l)

Dodge & Cox Income Fund (DODIX) — Dividend — Sold (part)

Dodge & Cox Income Fund (DODIX) — Sold (part)

Ishares 20 Plus Year Treasury Bond ETF (TLT) — Dividend — Sold (part)

Ishares 20 Plus Year Treasury Bond ETF (TLT) — Buy (add'l)

Ishares Core MSCI Emerging Markets (IEMG) — Dividend — Buy

Ishares TIPS Bond ETF (TIP) — Dividend — Sold

Ishares Trust 7-10 Year Treasury Bond (IEF) — Dividend — Sold (part)

Ishares Trust 7-10 Year Treasury Bond (IEF) — Sold (part)

Ishares Trust 7-10 Year Treasury Bond (IEF) — Sold

Ishares Trust MBS ETF (MBB) — Dividend — Sold (part)

Ishares Trust US Treasury Bond ETF (GOVT) — Dividend — Buy

Ishares Trust US Treasury Bond ETF (GOVT) — Sold

JPMorgan Tr II Core Bond Fund Ultra Cl (JCBUX) — Dividend — Buy (add'l)

JPMorgan Tr II Core Bond Fund Ultra Cl (JCBUX) — Sold (part)

JPMorgan Tr II High Yield Fd Ultra Cl (JHYUX) — Dividend — Buy

JPMorgan Tr II High Yield Fd Ultra Cl (JHYUX) — Sold

PIMCO Investment Grade Credit Bond Fund (PIGIX) — Dividend

PIMCO Total Return Fund Instl Cl (PTTRX) — Dividend — Sold

T Rowe Price New Income Fd (PRXEX) — Dividend — Sold (part)

T Rowe Price New Income Fd (PRXEX) — Sold (part)

T Rowe Price New Income Fd (PRXEX) — Sold

Six Circles Trust Credit Opportunity (CRDOX) — Dividend — Buy

Six Circles Global Bond Fund (CGLBX) — Dividend — Buy

Six Circles Global Bond Fund (CGLBX) — Buy (add'l)

Six Circles Tr Ultra Short Duration Fd (CUSDX) — Dividend — Sold (part)

Vanguard Charlotte Fds Total Intl Bond Index Admiral (VTABX) — Dividend

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

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Account #2 (H)

Wells Fargo Fds Index Cl A (WFILX) — Dividend

Account #3 (H)

Wells Fargo Fds Index Fd Cl A (WFILX) — Dividend

Account #4 (H)

Voya Fixed Plus III — None — Buy

Vanguard Total Stock Market (VTSMX) — None

Vanguard Small CAP Index — None

Vanguard Mid CAP Index — None

Vanguard Emerging Markets (VWO) — None

Vanguard Developed Markets (VTMGX) — None

DFA International Small Co (DFISX) — None

Vanguard Real Estate Index (VNQ) — None

PIMCO All Asset (PAAIX) — None

Account #5 (H)

T Rowe Price Retirement 2055 Adv — Dividend

Account #6 (H)

Charles Schwab Bank Sweep Deposit Account (cash) — Interest

US Treasury Note — None — Sold

Wells Fargo & Co CD (cash) — Interest — Sold

Vanguard Short Term Bond Fund Admiral (VFSUX) — Dividend — Buy (add'l)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Sold (part)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Sold

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Dividend — Buy

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Sold

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Buy

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Buy (add'l)

Ensemble Fd (ENSBX) — Dividend — Sold (part)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Sold (part)

Account #7 (H)

Sch Treas Obligation MMF (SNOXX) — Dividend

Schwab US Treasury Money Inv (SNSXX) — Dividend — Buy

Schwab US Treasury Money Inv (SNSXX) — Sold

U.S. Treasury Note — Interest — Redeemed

Vanguard Short Term Treasury (VFIRX) — Dividend — Buy

Vanguard Short Term Treasury (VFIRX) — Buy (add'l)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Dividend — Sold

Ensemble Fd (ENSBX) — Dividend — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Sold (part)

Ensemble Fd (ENSBX) — Sold (part)

Harding Loevner Intl Equity Y (HLMIX) — Dividend — Buy

Harding Loevner Intl Equity Y (HLMIX) — Sold (part)

Harding Loevner Intl Small Co Instl (HLMRX) — Dividend — Buy

Schwab Intl Index Fund (SWISX) — None — Sold

Account #8 (H)

Fidelity Investments Money Mrkt Treasury Portolio Instl Class (FRBXX) — None — Sold

IShares Gold Trust ETF (IAU) — None — Sold

IShares Core S&P 500 ETF (IVV) — None — Sold

IShares Core US Aggreggate Bond ETF (AGG) — None — Sold

IShares North American Natural Resources ETF (IGE) — None — Sold

IShares Barclays 1-3 Year Treasury Bond Fund (SHY) — None — Sold

IShares Core S&P Mid-Cap ETF (IJH) — None — Sold

IShares Cohen & Steers REIT ETF (ICF) — None — Sold

IShares Core S&P Small-Cap ETF (IJR) — None — Sold

IShares Core MSCI EAFE ETF (IEFA) — None — Sold

IShares Core MSCI Emerging Markets ETF (IEMG) — None — Sold

IShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) — None — Sold

Account #9 (H)

TIAA Passive Diversified Equity Portfolio — None

TIAA 2024/2025 Enrollment Portfolio Passive — None

Account #10 (H)

TIAA Passive Diversified Equity Portfolio — None

TIAA 2020/2021 Enrollment Portfolio Passive — None

Vanguard Emerging Markets (VWO) — None

Individual Assets (H)

JPMorgan Chase Cash Account — Interest

Bank of America Cash Account — None

Nashville, TN Investment Property — Rent

Account #1 (H)

JPMorgan IRA Deposit Sweep (cash) — Interest

Blackrock Index Fds Ishares MSCI EAFE (BTMKX) — Dividend — Sold (part)

Blackrock Index Fds Ishares MSCI EAFE (BTMKX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Buy (add'l)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr International Index Fund (FSPSX) — None — Sold

JPMorgan Exchange Traded Betabuilders CDA ETF (BBCA) — Dividend

JPMorgan Exchange Traded Betabuilders Developed Asia (BBAX) — Dividend

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Dividend — Sold (part)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Buy (add'l)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Sold (part)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Sold (part)

JPMorgan Exchange Traded Betabuilders Japan (BBJP) — Dividend — Sold (part)

JPMorgan Exchange Traded Betabuilders Japan (BBJP) — Buy (add'l)

Six Circles Tr Intl Unconstrained Equity (CIUEX) — Dividend — Buy (add'l)

Six Circles Tr Intl Unconstrained Equity (CIUEX) — Buy (add'l)

Six Circles Tr US Unconstrained Equity Fd (CUSUX) — Dividend

Vanguard Index Tr 500 Index Fd Admiral (VFIAX) — Dividend

Blackrock Fds High Yield Bond Portfolio K (BRHYX) — Dividend — Buy

Blackrock Fds High Yield Bond Portfolio K (BRHYX) — Buy (add'l)

Dodge & Cox Income Fund (DODIX) — Dividend — Sold (part)

Dodge & Cox Income Fund (DODIX) — Sold (part)

Ishares 20 Plus Year Treasury Bond ETF (TLT) — Dividend — Sold (part)

Ishares 20 Plus Year Treasury Bond ETF (TLT) — Buy (add'l)

Ishares Core MSCI Emerging Markets (IEMG) — Dividend — Buy

Ishares TIPS Bond ETF (TIP) — Dividend — Sold

Ishares Trust 7-10 Year Treasury Bond (IEF) — Dividend — Sold (part)

Ishares Trust 7-10 Year Treasury Bond (IEF) — Sold (part)

Ishares Trust 7-10 Year Treasury Bond (IEF) — Sold

Ishares Trust MBS ETF (MBB) — Dividend — Sold (part)

Ishares Trust US Treasury Bond ETF (GOVT) — Dividend — Buy

Ishares Trust US Treasury Bond ETF (GOVT) — Sold

JPMorgan Tr II Core Bond Fund Ultra Cl (JCBUX) — Dividend — Buy (add'l)

JPMorgan Tr II Core Bond Fund Ultra Cl (JCBUX) — Sold (part)

JPMorgan Tr II High Yield Fd Ultra Cl (JHYUX) — Dividend — Buy

JPMorgan Tr II High Yield Fd Ultra Cl (JHYUX) — Sold

PIMCO Investment Grade Credit Bond Fund (PIGIX) — Dividend

PIMCO Total Return Fund Instl Cl (PTTRX) — Dividend — Sold

T Rowe Price New Income Fd (PRXEX) — Dividend — Sold (part)

T Rowe Price New Income Fd (PRXEX) — Sold (part)

T Rowe Price New Income Fd (PRXEX) — Sold

Six Circles Trust Credit Opportunity (CRDOX) — Dividend — Buy

Six Circles Global Bond Fund (CGLBX) — Dividend — Buy

Six Circles Global Bond Fund (CGLBX) — Buy (add'l)

Six Circles Tr Ultra Short Duration Fd (CUSDX) — Dividend — Sold (part)

Vanguard Charlotte Fds Total Intl Bond Index Admiral (VTABX) — Dividend

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

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Account #2 (H)

Wells Fargo Fds Index Cl A (WFILX) — Dividend

Account #3 (H)

Wells Fargo Fds Index Fd Cl A (WFILX) — Dividend

Account #4 (H)

Voya Fixed Plus III — None — Buy

Vanguard Total Stock Market (VTSMX) — None

Vanguard Small CAP Index — None

Vanguard Mid CAP Index — None

Vanguard Developed Markets (VTMGX) — None

DFA International Small Co (DFISX) — None

Vanguard Real Estate Index (VNQ) — None

PIMCO All Asset (PAAIX) — None

Account #5 (H)

T Rowe Price Retirement 2055 Adv — Dividend

Account #6 (H)

Charles Schwab Bank Sweep Deposit Account (cash) — Interest

US Treasury Note — None — Sold

Wells Fargo & Co CD (cash) — Interest — Sold

Vanguard Short Term Bond Fund Admiral (VFSUX) — Dividend — Buy (add'l)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Sold (part)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Sold

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Dividend — Buy

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Sold

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Buy

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Buy (add'l)

Ensemble Fd (ENSBX) — Dividend — Sold (part)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Sold (part)

Account #7 (H)

Sch Treas Obligation MMF (SNOXX) — Dividend

Schwab US Treasury Money Inv (SNSXX) — Dividend — Buy

Schwab US Treasury Money Inv (SNSXX) — Sold

U.S. Treasury Note — Interest — Redeemed

Vanguard Short Term Treasury (VFIRX) — Dividend — Buy

Vanguard Short Term Treasury (VFIRX) — Buy (add'l)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Dividend — Sold

Ensemble Fd (ENSBX) — Dividend — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Sold (part)

Ensemble Fd (ENSBX) — Sold (part)

Harding Loevner Intl Equity Y (HLMIX) — Dividend — Buy

Harding Loevner Intl Equity Y (HLMIX) — Sold (part)

Harding Loevner Intl Small Co Instl (HLMRX) — Dividend — Buy

Schwab Intl Index Fund (SWISX) — None — Sold

Account #8 (H)

Fidelity Investments Money Mrkt Treasury Portolio Instl Class (FRBXX) — None — Sold

IShares Gold Trust ETF (IAU) — None — Sold

IShares Core S&P 500 ETF (IVV) — None — Sold

IShares Core US Aggreggate Bond ETF (AGG) — None — Sold

IShares North American Natural Resources ETF (IGE) — None — Sold

IShares Barclays 1-3 Year Treasury Bond Fund (SHY) — None — Sold

IShares Core S&P Mid-Cap ETF (IJH) — None — Sold

IShares Cohen & Steers REIT ETF (ICF) — None — Sold

IShares Core S&P Small-Cap ETF (IJR) — None — Sold

IShares Core MSCI EAFE ETF (IEFA) — None — Sold

IShares Core MSCI Emerging Markets ETF (IEMG) — None — Sold

IShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) — None — Sold

Account #9 (H)

TIAA Passive Diversified Equity Portfolio — None

TIAA 2024/2025 Enrollment Portfolio Passive — None

Account #10 (H)

TIAA Passive Diversified Equity Portfolio — None

TIAA 2020/2021 Enrollment Portfolio Passive — None

Individual Assets (H)

JPMorgan Chase Cash Account — Interest

Bank of America Cash Account — None

Nashville, TN Investment Property — Rent

Account #1 (H)

JPMorgan IRA Deposit Sweep (cash) — Interest

Blackrock Index Fds Ishares MSCI EAFE (BTMKX) — Dividend — Sold (part)

Blackrock Index Fds Ishares MSCI EAFE (BTMKX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Buy (add'l)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr Fidelity 500 Index Fund (FXAIX) — Sold (part)

Fidelity Salem Str Tr International Index Fund (FSPSX) — None — Sold

JPMorgan Exchange Traded Betabuilders CDA ETF (BBCA) — Dividend

JPMorgan Exchange Traded Betabuilders Developed Asia (BBAX) — Dividend

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Dividend — Sold (part)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Buy (add'l)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Sold (part)

JPMorgan Exchange Traded Fd Tr Betabuillders Europe (BBEU) — Sold (part)

JPMorgan Exchange Traded Betabuilders Japan (BBJP) — Dividend — Sold (part)

JPMorgan Exchange Traded Betabuilders Japan (BBJP) — Buy (add'l)

Six Circles Tr Intl Unconstrained Equity (CIUEX) — Dividend — Buy (add'l)

Six Circles Tr Intl Unconstrained Equity (CIUEX) — Buy (add'l)

Six Circles Tr US Unconstrained Equity Fd (CUSUX) — Dividend

Vanguard Index Tr 500 Index Fd Admiral (VFIAX) — Dividend

Blackrock Fds High Yield Bond Portfolio K (BRHYX) — Dividend — Buy

Blackrock Fds High Yield Bond Portfolio K (BRHYX) — Buy (add'l)

Dodge & Cox Income Fund (DODIX) — Dividend — Sold (part)

Dodge & Cox Income Fund (DODIX) — Sold (part)

Ishares 20 Plus Year Treasury Bond ETF (TLT) — Dividend — Sold (part)

Ishares 20 Plus Year Treasury Bond ETF (TLT) — Buy (add'l)

Ishares Core MSCI Emerging Markets (IEMG) — Dividend — Buy

Ishares TIPS Bond ETF (TIP) — Dividend — Sold

Ishares Trust 7-10 Year Treasury Bond (IEF) — Dividend — Sold (part)

Ishares Trust 7-10 Year Treasury Bond (IEF) — Sold (part)

Ishares Trust 7-10 Year Treasury Bond (IEF) — Sold

Ishares Trust MBS ETF (MBB) — Dividend — Sold (part)

Ishares Trust US Treasury Bond ETF (GOVT) — Dividend — Buy

Ishares Trust US Treasury Bond ETF (GOVT) — Sold

JPMorgan Tr II Core Bond Fund Ultra Cl (JCBUX) — Dividend — Buy (add'l)

JPMorgan Tr II Core Bond Fund Ultra Cl (JCBUX) — Sold (part)

JPMorgan Tr II High Yield Fd Ultra Cl (JHYUX) — Dividend — Buy

JPMorgan Tr II High Yield Fd Ultra Cl (JHYUX) — Sold

PIMCO Investment Grade Credit Bond Fund (PIGIX) — Dividend

PIMCO Total Return Fund Instl Cl (PTTRX) — Dividend — Sold

T Rowe Price New Income Fd (PRXEX) — Dividend — Sold (part)

T Rowe Price New Income Fd (PRXEX) — Sold (part)

T Rowe Price New Income Fd (PRXEX) — Sold

Six Circles Trust Credit Opportunity (CRDOX) — Dividend — Buy

Six Circles Global Bond Fund (CGLBX) — Dividend — Buy

Six Circles Global Bond Fund (CGLBX) — Buy (add'l)

Six Circles Tr Ultra Short Duration Fd (CUSDX) — Dividend — Sold (part)

Vanguard Charlotte Fds Total Intl Bond Index Admiral (VTABX) — Dividend

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

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Vanguard Total International Bond ETF (BNDX) — Sold (part)

Account #2 (H)

Wells Fargo Fds Index Cl A (WFILX) — Dividend

Account #3 (H)

Wells Fargo Fds Index Fd Cl A (WFILX) — Dividend

Account #4 (H)

Voya Fixed Plus III — None — Buy

Vanguard Total Stock Market (VTSMX) — None

Vanguard Small CAP Index — None

Vanguard Mid CAP Index — None

Vanguard Emerging Markets (VWO) — None

Vanguard Developed Markets (VTMGX) — None

DFA International Small Co (DFISX) — None

Vanguard Real Estate Index (VNQ) — None

PIMCO All Asset (PAAIX) — None

Account #5 (H)

T Rowe Price Retirement 2055 Adv — Dividend

Account #6 (H)

Charles Schwab Bank Sweep Deposit Account (cash) — Interest

US Treasury Note — None — Sold

Wells Fargo & Co CD (cash) — Interest — Sold

Vanguard Short Term Bond Fund Admiral (VFSUX) — Dividend — Buy (add'l)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Sold (part)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Sold

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Dividend — Buy

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Sold

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Buy

Vanguard Short Term Treasury Fund Admiral (VFIRX) — Buy (add'l)

Ensemble Fd (ENSBX) — Dividend — Sold (part)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Sold (part)

Account #7 (H)

Sch Treas Obligation MMF (SNOXX) — Dividend

Schwab US Treasury Money Inv (SNSXX) — Dividend — Buy

Schwab US Treasury Money Inv (SNSXX) — Sold

U.S. Treasury Note — Interest — Redeemed

Vanguard Short Term Treasury (VFIRX) — Dividend — Buy

Vanguard Short Term Treasury (VFIRX) — Buy (add'l)

Vanguard Short Term Bond Fund Admiral (VFSUX) — Dividend — Sold

Ensemble Fd (ENSBX) — Dividend — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Buy (add'l)

Ensemble Fd (ENSBX) — Sold (part)

Ensemble Fd (ENSBX) — Sold (part)

Harding Loevner Intl Equity Y (HLMIX) — Dividend — Buy

Harding Loevner Intl Equity Y (HLMIX) — Sold (part)

Harding Loevner Intl Small Co Instl (HLMRX) — Dividend — Buy

Schwab Intl Index Fund (SWISX) — None — Sold

Account #8 (H)

Fidelity Investments Money Mrkt Treasury Portolio Instl Class (FRBXX) — None — Sold

IShares Gold Trust ETF (IAU) — None — Sold

IShares Core S&P 500 ETF (IVV) — None — Sold

IShares Core US Aggreggate Bond ETF (AGG) — None — Sold

IShares North American Natural Resources ETF (IGE) — None — Sold

IShares Barclays 1-3 Year Treasury Bond Fund (SHY) — None — Sold

IShares Core S&P Mid-Cap ETF (IJH) — None — Sold

IShares Cohen & Steers REIT ETF (ICF) — None — Sold

IShares Core S&P Small-Cap ETF (IJR) — None — Sold

IShares Core MSCI EAFE ETF (IEFA) — None — Sold

IShares Core MSCI Emerging Markets ETF (IEMG) — None — Sold

IShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) — None — Sold

Account #9 (H)

TIAA Passive Diversified Equity Portfolio — None

TIAA 2024/2025 Enrollment Portfolio Passive — None

Account #10 (H)

TIAA Passive Diversified Equity Portfolio — None

TIAA 2020/2021 Enrollment Portfolio Passive — None

Member, ABTL San Diego Board of Governors

Member, FBA San Diego Chapter Advisory Board

Member, Executive Board, The Louis M. Welsh American Inn of Court

Member, ABTL San Diego Board of Governors

Member, FBA San Diego Chapter Advisory Board

Member, Executive Board, The Louis M. Welsh American Inn of Court

Member, ABTL San Diego Board of Governors

Member, FBA San Diego Chapter Advisory Board

Member, Executive Board, The Louis M. Welsh American Inn of Court

Agreement — 2019 — Agreement with Patterson Law Group, APC for deferred fees for professional services performed prior to entering the judiciary.

Agreement — 2019 — Agreement with Patterson Law Group, APC for deferred fees for professional services performed prior to entering the judiciary.

Agreement — 2019 — Agreement with Patterson Law Group, APC for deferred fees for professional services performed prior to entering the judiciary.

Liability — New Rez — Investment Property, Nashville, TN Mortgage

Liability — JPMorgan Chase — Credit Card

Liability — Structured Assignments, SCC — Personal Loan

Liability — New Rez — Investment Property, Nashville, TN Mortgage

Liability — JPMorgan Chase — Credit Card

Liability — Structured Assignments, SCC — Personal Loan

Liability — New Rez — Investment Property, Nashville, TN Mortgage

Liability — JPMorgan Chase — Credit Card

Liability — Structured Assignments, SCC — Personal Loan

Spouse's income — 2020 — San Diego Unified School District (salary)

Spouse's income — 2020 — San Diego Unified School District (salary)

Spouse's income — 2020 — San Diego Unified School District (salary)

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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