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What was filed

  • 148

    investments

  • 12

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Trust #1
  • Enright Inn of Court
  • Federal Bar Association
  • Bernstein Litowitz Berger & Grossmann-salary

As filed

AT&T — Dividend

IRA #2 (H)

AT&T — Dividend

First Energy — Dividend

Neuberger Berman Guardian Fund Investor Class — Dividend

IRA #1 (H)

DFA Real Estate Securities Portfolio (DFREX) — Dividend

DFA US Micro Cap Portfolio (DFSCX) — Dividend — Sold

DFA US Small Cap Value Portfolio (DFSVX) — Dividend — Sold

DFA US Large Cap Value Portfolio (DFLVX) — Dividend — Sold

DFA US Targeted Value Portfolio (DFFVX) — Dividend — Sold

DFEQX — Dividend

TGBAX — Dividend — Sold

DFITX — Dividend

GLD

Cash (swkxx) — Int./Div. — Buy

Trust #1 (H)

Cabrillo Federal Credit Union-Accounts — Interest

DFA Emerging Markets Portfolio (DFEMX) — Dividend

DFA Emerging Markets Small Cap Portfolio (DEMSX) — Dividend

DFA Emerging Markets Value Portfolio (DFEVX) — Dividend

DFA International Small Cap Value Portfolio (DISVX) — Dividend — Sold

DFA International Small Company Portfolio (DFISX) — Dividend

DFA Tax-Mng Marketwide Value (DTMMX) — Dividend

DFA Tax Managed US Targeted Value Portfolio (DTMVX) — Dividend — Sold

DFA Tax-Mng. International Value (DTMIX) — Dividend — Sold

Schwab CA Muni Money Fund — Dividend — Sold (part)

DFCMX — Dividend

GLD — Buy (add'l)

GLD — Sold (part)

VFSUX — Dividend — Buy

Trust #2 (H)

SWVXX — Dividend

IRA #2 (H)

Vanguard Emerging Mkts Stock Idx Adm — Dividend

Vanguard Developed Markets Index Admiral — Dividend

Vanguard Small Cap Index Adm — Dividend

Vanguard 500 Index Admiral — Dividend

Bernstein Intermediate Duration Bond Fund — Dividend

AT&T — Dividend

First Energy — Dividend

Neuberger Berman Guardian Fund Investor Class — Dividend

IRA #1 (H)

DFA Real Estate Securities Portfolio (DFREX) — Dividend

DFA US Micro Cap Portfolio (DFSCX) — Dividend — Sold

DFA US Small Cap Value Portfolio (DFSVX) — Dividend — Sold

DFA US Large Cap Value Portfolio (DFLVX) — Dividend — Sold

DFA US Targeted Value Portfolio (DFFVX) — Dividend — Sold

DFEQX — Dividend

TGBAX — Dividend — Sold

DFITX — Dividend

GLD

Cash (swkxx) — Int./Div. — Buy

Trust #1 (H)

Cabrillo Federal Credit Union-Accounts — Interest

DFA Emerging Markets Portfolio (DFEMX) — Dividend

DFA Emerging Markets Small Cap Portfolio (DEMSX) — Dividend

DFA Emerging Markets Value Portfolio (DFEVX) — Dividend

DFA International Small Cap Value Portfolio (DISVX) — Dividend — Sold

DFA International Small Company Portfolio (DFISX) — Dividend

DFA Tax-Mng Marketwide Value (DTMMX) — Dividend

DFA Tax Managed US Targeted Value Portfolio (DTMVX) — Dividend — Sold

DFA Tax-Mng. International Value (DTMIX) — Dividend — Sold

Schwab CA Muni Money Fund — Dividend — Sold (part)

DFCMX — Dividend

GLD — Buy (add'l)

GLD — Sold (part)

VFSUX — Dividend — Buy

Trust #2 (H)

SWVXX — Dividend

IRA #2 (H)

Vanguard Emerging Mkts Stock Idx Adm — Dividend

Vanguard Developed Markets Index Admiral — Dividend

Vanguard Small Cap Index Adm — Dividend

Vanguard 500 Index Admiral — Dividend

Bernstein Intermediate Duration Bond Fund — Dividend

First Energy — Dividend

Neuberger Berman Guardian Fund Investor Class — Dividend

IRA #1 (H)

DFA Real Estate Securities Portfolio (DFREX) — Dividend

DFA US Micro Cap Portfolio (DFSCX) — Dividend — Sold

DFA US Small Cap Value Portfolio (DFSVX) — Dividend — Sold

DFA US Large Cap Value Portfolio (DFLVX) — Dividend — Sold

DFA US Targeted Value Portfolio (DFFVX) — Dividend — Sold

DFEQX — Dividend

TGBAX — Dividend — Sold

DFITX — Dividend

GLD

Cash (swkxx) — Int./Div. — Buy

Trust #1 (H)

Cabrillo Federal Credit Union-Accounts — Interest

DFA Emerging Markets Portfolio (DFEMX) — Dividend

DFA Emerging Markets Small Cap Portfolio (DEMSX) — Dividend

DFA Emerging Markets Value Portfolio (DFEVX) — Dividend

DFA International Small Cap Value Portfolio (DISVX) — Dividend — Sold

DFA International Small Company Portfolio (DFISX) — Dividend

DFA Tax-Mng Marketwide Value (DTMMX) — Dividend

DFA Tax Managed US Targeted Value Portfolio (DTMVX) — Dividend — Sold

DFA Tax-Mng. International Value (DTMIX) — Dividend — Sold

Schwab CA Muni Money Fund — Dividend — Sold (part)

DFCMX — Dividend

GLD — Buy (add'l)

GLD — Sold (part)

VFSUX — Dividend — Buy

Trust #2 (H)

SWVXX — Dividend

IRA #2 (H)

Vanguard Emerging Mkts Stock Idx Adm — Dividend

Vanguard Developed Markets Index Admiral — Dividend

Vanguard Small Cap Index Adm — Dividend

Vanguard 500 Index Admiral — Dividend

Bernstein Intermediate Duration Bond Fund — Dividend

AT&T — Dividend

First Energy — Dividend

Neuberger Berman Guardian Fund Investor Class — Dividend

IRA #1 (H)

DFA Real Estate Securities Portfolio (DFREX) — Dividend

DFA US Micro Cap Portfolio (DFSCX) — Dividend — Sold

DFA US Small Cap Value Portfolio (DFSVX) — Dividend — Sold

DFA US Large Cap Value Portfolio (DFLVX) — Dividend — Sold

DFA US Targeted Value Portfolio (DFFVX) — Dividend — Sold

DFEQX — Dividend

TGBAX — Dividend — Sold

DFITX — Dividend

GLD

Cash (swkxx) — Int./Div. — Buy

Trust #1 (H)

Cabrillo Federal Credit Union-Accounts — Interest

DFA Emerging Markets Portfolio (DFEMX) — Dividend

DFA Emerging Markets Small Cap Portfolio (DEMSX) — Dividend

DFA Emerging Markets Value Portfolio (DFEVX) — Dividend

DFA International Small Cap Value Portfolio (DISVX) — Dividend — Sold

DFA International Small Company Portfolio (DFISX) — Dividend

DFA Tax-Mng Marketwide Value (DTMMX) — Dividend

DFA Tax Managed US Targeted Value Portfolio (DTMVX) — Dividend — Sold

DFA Tax-Mng. International Value (DTMIX) — Dividend — Sold

Schwab CA Muni Money Fund — Dividend — Sold (part)

DFCMX — Dividend

GLD — Buy (add'l)

GLD — Sold (part)

VFSUX — Dividend — Buy

Trust #2 (H)

SWVXX — Dividend

Vanguard Emerging Mkts Stock Idx Adm — Dividend

Vanguard Developed Markets Index Admiral — Dividend

Vanguard Small Cap Index Adm — Dividend

Vanguard 500 Index Admiral — Dividend

Bernstein Intermediate Duration Bond Fund — Dividend

Trustee, Trust #1

Board Member, Enright Inn of Court

Board Member, Federal Bar Association

Trustee, Trust #1

Board Member, Enright Inn of Court

Board Member, Federal Bar Association

Trustee, Trust #1

Board Member, Enright Inn of Court

Board Member, Federal Bar Association

Trustee, Trust #1

Board Member, Enright Inn of Court

Board Member, Federal Bar Association

Spouse's income — 2020 — Bernstein Litowitz Berger & Grossmann-salary

Spouse's income — 2020 — Bernstein Litowitz Berger & Grossmann-salary

Spouse's income — 2020 — Bernstein Litowitz Berger & Grossmann-salary

Spouse's income — 2020 — Bernstein Litowitz Berger & Grossmann-salary

VII. Assets on lines 30-35 were deleted because they were sold in 2019.

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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