Steve Kim

2020

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Pull out the substance of this filing.

What was filed

175
investments
15
positions
5
gifts
0
agreements
0
debts
0
reimbursements
0
income
5
spouse income

Named parties

Association of Business Trial Lawyers - Northern California
Trust #1 (reportable assets are included in Part VII)
Stanford University
Larry and Kana Miao
University of California - San Francisco - salary

As filed

Individual Assets (H)

Ally Bank (cash) — Interest

American Express National Bank (cash) — Interest

Bank of America (cash) — Interest

Chase Bank (cash) — Interest

Sports League Partners LLC — None — Buy

Long Bridge Medical, Inc. — None — Buy

Account #1 (H)

Vanguard Federal Money Market (VMFXX) (cash equiv) — Dividend

Vanguard Target 2035 Retirement Fund (VTTHX) — Dividend

Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend

Account #2 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #3 (H)

Fidelity FDIC Insured Deposit (cash) (X) — Interest

Account #4 (H)

University of California 457(b) Plan: Pathway 2030 (OJNW) — None

University of California 457(b) Plan: Pathyway 2040 (OJNX) — None

Account #5 (H)

University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — None

University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — None

Account #6 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #7 (H)

Morgan Stanley (cash) — Interest

Account #8 (H)

Scholarshare - Active Age-Based Portfolio 18 and Over — None — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold

Scholarshare - Passive Diversified Equity Portfolio — None — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold

Scholarshare - Principal Plus Interest Portfolio — None — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold

Individual Assets (H)

Ally Bank (cash) — Interest

American Express National Bank (cash) — Interest

Bank of America (cash) — Interest

Chase Bank (cash) — Interest

Sports League Partners LLC — None — Buy

Long Bridge Medical, Inc. — None — Buy

Account #1 (H)

Vanguard Federal Money Market (VMFXX) (cash equiv) — Dividend

Vanguard Target 2035 Retirement Fund (VTTHX) — Dividend

Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend

Account #2 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #3 (H)

Fidelity FDIC Insured Deposit (cash) (X) — Interest

Account #4 (H)

University of California 457(b) Plan: Pathway 2030 (OJNW) — None

University of California 457(b) Plan: Pathyway 2040 (OJNX) — None

Account #5 (H)

University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — None

University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — None

Account #6 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #7 (H)

Morgan Stanley (cash) — Interest

Account #8 (H)

Scholarshare - Active Age-Based Portfolio 18 and Over — None — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold

Scholarshare - Passive Diversified Equity Portfolio — None — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold

Scholarshare - Principal Plus Interest Portfolio — None — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold

Individual Assets (H)

Ally Bank (cash) — Interest

American Express National Bank (cash) — Interest

Bank of America (cash) — Interest

Chase Bank (cash) — Interest

Sports League Partners LLC — None — Buy

Long Bridge Medical, Inc. — None — Buy

Account #1 (H)

Vanguard Federal Money Market (VMFXX) (cash equiv) — Dividend

Vanguard Target 2035 Retirement Fund (VTTHX) — Dividend

Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend

Account #2 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #3 (H)

Fidelity FDIC Insured Deposit (cash) (X) — Interest

Account #4 (H)

University of California 457(b) Plan: Pathway 2030 (OJNW) — None

University of California 457(b) Plan: Pathyway 2040 (OJNX) — None

Account #5 (H)

University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — None

University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — None

Account #6 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #7 (H)

Morgan Stanley (cash) — Interest

Account #8 (H)

Scholarshare - Active Age-Based Portfolio 18 and Over — None — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold

Scholarshare - Passive Diversified Equity Portfolio — None — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold

Scholarshare - Principal Plus Interest Portfolio — None — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold

Individual Assets (H)

Ally Bank (cash) — Interest

American Express National Bank (cash) — Interest

Bank of America (cash) — Interest

Chase Bank (cash) — Interest

Sports League Partners LLC — None — Buy

Long Bridge Medical, Inc. — None — Buy

Account #1 (H)

Vanguard Federal Money Market (VMFXX) (cash equiv) — Dividend

Vanguard Target 2035 Retirement Fund (VTTHX) — Dividend

Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend

Account #2 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #3 (H)

Fidelity FDIC Insured Deposit (cash) (X) — Interest

Account #4 (H)

University of California 457(b) Plan: Pathway 2030 (OJNW) — None

University of California 457(b) Plan: Pathyway 2040 (OJNX) — None

Account #5 (H)

University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — None

University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — None

Account #6 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #7 (H)

Morgan Stanley (cash) — Interest

Account #8 (H)

Scholarshare - Active Age-Based Portfolio 18 and Over — None — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold

Scholarshare - Passive Diversified Equity Portfolio — None — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold

Scholarshare - Principal Plus Interest Portfolio — None — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold

Individual Assets (H)

Ally Bank (cash) — Interest

American Express National Bank (cash) — Interest

Bank of America (cash) — Interest

Chase Bank (cash) — Interest

Sports League Partners LLC — None — Buy

Long Bridge Medical, Inc. — None — Buy

Account #1 (H)

Vanguard Federal Money Market (VMFXX) (cash equiv) — Dividend

Vanguard Target 2035 Retirement Fund (VTTHX) — Dividend

Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend

Account #2 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #3 (H)

Fidelity FDIC Insured Deposit (cash) (X) — Interest

Account #4 (H)

University of California 457(b) Plan: Pathway 2030 (OJNW) — None

University of California 457(b) Plan: Pathyway 2040 (OJNX) — None

Account #5 (H)

University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — None

University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — None

Account #6 (H)

Fidelity Zero Total Market Index (FZROX) — Dividend

Account #7 (H)

Morgan Stanley (cash) — Interest

Account #8 (H)

Scholarshare - Active Age-Based Portfolio 18 and Over — None — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold (part)

Scholarshare - Active Age-Based Portfolio 18 and Over — Sold

Scholarshare - Passive Diversified Equity Portfolio — None — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold (part)

Scholarshare - Passive Diversified Equity Portfolio — Sold

Scholarshare - Principal Plus Interest Portfolio — None — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold (part)

Scholarshare - Principal Plus Interest Portfolio — Sold

Member, Board of Governors, Association of Business Trial Lawyers - Northern California

Trustee, Trust #1 (reportable assets are included in Part VII)

Lecturer in Law, Stanford University

Member, Board of Governors, Association of Business Trial Lawyers - Northern California

Trustee, Trust #1 (reportable assets are included in Part VII)

Lecturer in Law, Stanford University

Member, Board of Governors, Association of Business Trial Lawyers - Northern California

Trustee, Trust #1 (reportable assets are included in Part VII)

Lecturer in Law, Stanford University

Member, Board of Governors, Association of Business Trial Lawyers - Northern California

Trustee, Trust #1 (reportable assets are included in Part VII)

Lecturer in Law, Stanford University

Member, Board of Governors, Association of Business Trial Lawyers - Northern California

Trustee, Trust #1 (reportable assets are included in Part VII)

Lecturer in Law, Stanford University

Gift — Larry and Kana Miao — Golden State Warrior Tickets — $600.00

Spouse's income — 2020 — University of California - San Francisco - 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.