Ask Donna

Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Trust #1
  • State Judicial Retirement

As filed

Bank of America Money Market Account — Interest

TRUST #1 (H)

Vanguard S&P 500 Index Fund (401K) — Dividend

Vanguard Life Strategic Growth Fund — Dividend

Schwab Cash Reserve — Interest

Schwab S&P 500 Index Fund — Dividend

Schwab S&P — Dividend — Buy

CSCO Common Stock — Dividend — Sold

Vanguard Total Stock Market (VTI) — Dividend — Sold

Vanguard CA Inter Bond Fund (VCALX) — Interest — Buy

U.S. Savings Bonds — Interest

JP Morgan Income Fund (JMSIX) — Dividend

Schwab Advantage Money Fund (SWVXX) — Interest

MSTR Common Stock — Dividend — Buy

AAPL Common Stock — Dividend — Buy

AAPL Common Stock — Dividend — Sold

AAPL Common Stock — Dividend — Buy

T Common Stock — Dividend — Sold

MSFT Common Stock — Dividend — Buy

Bank of America Money Market Account — Interest

TRUST #1 (H)

Vanguard S&P 500 Index Fund (401K) — Dividend

Vanguard Life Strategic Growth Fund — Dividend

Schwab Cash Reserve — Interest

Schwab S&P 500 Index Fund — Dividend

Schwab S&P — Dividend — Buy

CSCO Common Stock — Dividend — Sold

Vanguard Total Stock Market (VTI) — Dividend — Sold

Vanguard CA Inter Bond Fund (VCALX) — Interest — Buy

U.S. Savings Bonds — Interest

JP Morgan Income Fund (JMSIX) — Dividend

Schwab Advantage Money Fund (SWVXX) — Interest

MSTR Common Stock — Dividend — Buy

AAPL Common Stock — Dividend — Buy

AAPL Common Stock — Dividend — Sold

AAPL Common Stock — Dividend — Buy

T Common Stock — Dividend — Sold

MSFT Common Stock — Dividend — Buy

Trustee, Trust #1

Trustee, Trust #1

Income — 2020 — State Judicial Retirement — $76,983.00

Income — 2020 — State Judicial Retirement — $76,983.00

Section VII, Item 10, Pimco Bond Fund (Pondx) was erroneously listed as "interest" in previous FDRs and is now corrected to being designated as "dividend."

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Jeffrey T. Miller | Frix