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Sheri N. Pym

2020

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Pull out the substance of this filing.

What was filed

  • 124

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Federal Bar Association, Inland Empire Chapter
  • Pomona College -- salary
  • Claremont Graduate University -- fee for dissertation committee work

As filed

Vanguard Prime Money Market Fund — Int./Div.

Vanguard Rollover IRA

Vanguard Capital Opportunity Fund Admiral Shares — Dividend

Vanguard Growth Index Fund Admiral Shares — Dividend

Vanguard STAR Fund — Dividend

Vanguard U.S. Value Fund — Dividend

Vanguard Roth IRA #1

Vanguard Explorer Fund Investor Shares — Dividend

Vanguard Small-Cap Index Fund Admiral Shares — Dividend

Vanguard Roth IRA #2

Vanguard Total Stock Market Index Fund Admiral Shares — Dividend

Vanguard Windsor II Fund Investor Shares — Dividend

Pomona College Academic Retirement Plan

CREF Growth Fund — None

CREF Equity Index Fund — None

CREF Global Equities Fund — None

Vanguard Total Stock Market Index Institutional Fund — Dividend

Vanguard Institutional Target Retirement 2030 Fund — Dividend

Vanguard Institutional Target Retirement 2035 Fund — Dividend

Vanguard Federal Money Market Investor Fund — None

Northwestern Mutual Variable Life Insurance #1

Northwestern Mutual Index 500 Stock Fund (MSA) — Dividend

Northwestern Mutual Mid Cap Growth Stock Fund (MSA/Wellington) — Dividend

Northwestern Mutual Variable Life Insurance #2

Northwestern Mutual Growth Stock Fund (MSA/T Rowe Price) — Dividend

Northwestern Mutual Index 400 Stock Fund (MSA) — Dividend

Vanguard UGTMA Account #1

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Vanguard UGTMA Account #2

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Vanguard Education Savings Account #1

Vanguard Explorer Fund Investor Shares — Dividend — Sold (part)

Vanguard STAR Fund — Dividend — Sold

Vanguard Education Savings Account #2

Vanguard Small-Cap Growth Index Fund Admiral Shares — Dividend

College Savings Iowa 529 Plan #1

Vanguard Growth Age-Based Track: Conservative Growth Portfolio — None

College Savings Iowa 529 Plan #2

Vanguard Growth Age-Based Track: Moderate Growth Portfolio — None

University of California Retirement Savings Program

UC Savings Fund — Int./Div.

Putnam UGTMA Account #1

Putnam Dynamic Asset Allocation Balanced Fund — Dividend

Putnam Dynamic Asset Allocation Growth Fund — Dividend

Putnam UGTMA Account #2

Putnam Dynamic Asset Allocation Balanced Fund — Dividend

Putnam Dynamic Asset Allocation Growth Fund — Dividend

Franklin Templeton 529 College Savings Plan #1

Templeton Growth 529 Portfolio — None

Franklin Growth 529 Portfolio — None

Franklin Small Mid Cap Growth 529 Portfolio — None

Franklin Mutual Shares 529 Portfolio — None

S&P 500 Index 529 Portfolio — None

Franklin Templeton 529 College Savings Plan #2

Franklin Founding Funds 529 Portfolio — None

Michigan 529 Education Savings Program #1

TIAA-CREF Aggressive Age-Based Allocation Option — None

Michigan 529 Education Savings Program #2

TIAA-CREF Aggressive Age-Based Allocation Option — None

Vanguard Balanced Index Fund Admiral Shares — Dividend — Sold (part)

Chase bank account #2 — Interest

Real property in Mason County, WA (X) — None

Vanguard Prime Money Market Fund — Int./Div.

Vanguard Rollover IRA

Vanguard Capital Opportunity Fund Admiral Shares — Dividend

Vanguard Growth Index Fund Admiral Shares — Dividend

Vanguard STAR Fund — Dividend

Vanguard U.S. Value Fund — Dividend

Vanguard Roth IRA #1

Vanguard Explorer Fund Investor Shares — Dividend

Vanguard Small-Cap Index Fund Admiral Shares — Dividend

Vanguard Roth IRA #2

Vanguard Total Stock Market Index Fund Admiral Shares — Dividend

Vanguard Windsor II Fund Investor Shares — Dividend

Pomona College Academic Retirement Plan

CREF Growth Fund — None

CREF Equity Index Fund — None

CREF Global Equities Fund — None

Vanguard Total Stock Market Index Institutional Fund — Dividend

Vanguard Institutional Target Retirement 2030 Fund — Dividend

Vanguard Institutional Target Retirement 2035 Fund — Dividend

Vanguard Federal Money Market Investor Fund — None

Northwestern Mutual Variable Life Insurance #1

Northwestern Mutual Index 500 Stock Fund (MSA) — Dividend

Northwestern Mutual Mid Cap Growth Stock Fund (MSA/Wellington) — Dividend

Northwestern Mutual Variable Life Insurance #2

Northwestern Mutual Growth Stock Fund (MSA/T Rowe Price) — Dividend

Northwestern Mutual Index 400 Stock Fund (MSA) — Dividend

Vanguard UGTMA Account #1

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Vanguard UGTMA Account #2

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Vanguard Education Savings Account #1

Vanguard Explorer Fund Investor Shares — Dividend — Sold (part)

Vanguard STAR Fund — Dividend — Sold

Vanguard Education Savings Account #2

Vanguard Small-Cap Growth Index Fund Admiral Shares — Dividend

College Savings Iowa 529 Plan #1

Vanguard Growth Age-Based Track: Conservative Growth Portfolio — None

College Savings Iowa 529 Plan #2

Vanguard Growth Age-Based Track: Moderate Growth Portfolio — None

University of California Retirement Savings Program

UC Savings Fund — Int./Div.

Putnam UGTMA Account #1

Putnam Dynamic Asset Allocation Balanced Fund — Dividend

Putnam Dynamic Asset Allocation Growth Fund — Dividend

Putnam UGTMA Account #2

Putnam Dynamic Asset Allocation Balanced Fund — Dividend

Putnam Dynamic Asset Allocation Growth Fund — Dividend

Franklin Templeton 529 College Savings Plan #1

Templeton Growth 529 Portfolio — None

Franklin Growth 529 Portfolio — None

Franklin Small Mid Cap Growth 529 Portfolio — None

Franklin Mutual Shares 529 Portfolio — None

S&P 500 Index 529 Portfolio — None

Franklin Templeton 529 College Savings Plan #2

Franklin Founding Funds 529 Portfolio — None

Michigan 529 Education Savings Program #1

TIAA-CREF Aggressive Age-Based Allocation Option — None

Michigan 529 Education Savings Program #2

TIAA-CREF Aggressive Age-Based Allocation Option — None

Vanguard Balanced Index Fund Admiral Shares — Dividend — Sold (part)

Chase bank account #2 — Interest

Real property in Mason County, WA (X) — None

Honorary Board Member, Federal Bar Association, Inland Empire Chapter

Honorary Board Member, Federal Bar Association, Inland Empire Chapter

Spouse's income — 2020 — Pomona College -- salary

Spouse's income — 2020 — Claremont Graduate University -- fee for dissertation committee work

Spouse's income — 2020 — Pomona College -- salary

Spouse's income — 2020 — Claremont Graduate University -- fee for dissertation committee work

Part VII, line 62 -- I own a half interest in this real property. The value of the property shown is the estimated value of my interest in the property. The estimated

value is based largely on what I paid for a portion of my interest in the property in 2019, which price was set in part by reviewing listing prices of other

comparable property in the area.

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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