Andrew G. Schopler

2020

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Pull out the substance of this filing.

What was filed

  • 63

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • Association of Business Trial Lawyers of San Diego
  • Enright Inn of Court
  • Trust #1 (reportable assets are listed in Part VII)
  • California Army National Guard
  • California State Military Department
  • Fairmont Schools (Salary)
  • San Diego Children's Choir (Salary)
  • Self-employed (piano teacher)

As filed

INDIVIDUAL ASSETS (H)

Capital One (cash) — Interest

Bank of America (cash) (X) — Interest

Commonwealth Bank (cash) (X) — Interest

Westpac Bank (cash) (X) — Interest

ACCOUNT #1 (H)

Vanguard Real Estate Index Admiral (VGSLX) — Dividend — Buy (add'l)

Vanguard Total Bond Mrket Index Fund Admiral Shares (VBTLX) — Dividend — Sold (part)

ACCOUNT #2 (H)

Vanguard Real Estate Index Admiral (VGSLX) — Dividend — Buy (add'l)

Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) — Dividend

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) — Dividend — Sold (part)

ACCOUNT #3 (H)

Vanguard Real Estate Index Admiral (VGSLX) — Dividend — Buy (add'l)

ACCOUNT #4 (H)

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) — Dividend — Sold (part)

ACCOUNT #5 (H)

Sel TRP/LS Blue Chip Growth (X) — None

ACCOUNT #6 (H)

Vanguard Emerging Markets Stock Index Fund Admiral Share (VEMAX) — Dividend

Vanguard European Stock Index Fund Admiral Shares (VEUSX) — Dividend

Vanguard Pacific Stock Index Fund Admiral Shares (VPADX) — Dividend

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) — Sold (part)

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) — Sold (part)

Activision Blizzard Inc (ATVI) — Dividend — Buy (add'l)

Activision Blizzard Inc (ATVI) — Buy (add'l)

Alphabet Inc Cl C (GOOG) — None

Amazon Com Inc (AMZN) — None — Buy (add'l)

Amazon Com Inc (AMZN) — Buy (add'l)

Amazon Com Inc (AMZN) — Buy (add'l)

Amazon Com Inc (AMZN) — Buy (add'l)

Amazon Com Inc (AMZN) — Buy (add'l)

Amazon Com Inc (AMZN) — Buy (add'l)

Apple Inc (AAPL) — Dividend

Berkshire Hathaway Inc Cl B (BRK/B) — None

Cognex Corp (CGNX) — Dividend — Buy (add'l)

Ecolab Inc (ECL) — Dividend

Facebook Inc Cl A (FB) — None — Buy (add'l)

Gilead Sciences Inc (GILD) — Dividend

Illumina Inc (ILMN) — None

Interactive Brokers Group Inc (IBKR) — Dividend

Kinder Morgan Inc Del (KMI) — Dividend

Match Group Inc (MTCH) — None — Buy (add'l)

Netflix Com Inc (NFLX) — None — Buy (add'l)

Netflix Com Inc (NFLX) — Buy (add'l)

Nucor Corp (NUE) — Dividend — Sold

Shopify Inc Cl A (SHOP) — None — Buy (add'l)

Shopify Inc Cl A (SHOP) — Buy (add'l)

SVB Finl Group (SIVB) — None — Buy (add'l)

SVB Finl Group (SIVB) — Buy (add'l)

Walt Disney Co (DIS) — Dividend — Buy (add'l)

Watsco Inc Cl A (WSO) — Dividend

Zoom Video Communications (ZM) — None — Buy

Zoom Video Communications (ZM) — Buy (add'l)

Zoom Video Communications (ZM) — Buy (add'l)

Zoom Video Communications (ZM) — Buy (add'l)

Zoom Video Communications (ZM) — Buy (add'l)

Zoom Video Communications (ZM) — Buy (add'l)

Zoom Video Communications (ZM) — Buy (add'l)

Zoom Video Communications (ZM) — Buy (add'l)

ACCOUNT #7 (H)

FirstChoice Growth (X) — Distribution

Board Member, Board of Governors, Association of Business Trial Lawyers of San Diego

Master, Enright Inn of Court

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

Major, California Army National Guard

Income — 2020 — California State Military Department — $5,211.00

Spouse's income — 2020 — Fairmont Schools (Salary)

Spouse's income — 2020 — San Diego Children's Choir (Salary)

Spouse's income — 2020 — Self-employed (piano teacher)

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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Andrew G. Schopler | Frix