Michael R. Wilner

2020

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Pull out the substance of this filing.

What was filed

210
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Federal Bar Association, Los Angeles Chapter
Judge Paul Michel Intellectual Property American Inn of Court
Los Angeles County Bar Association

As filed

Brokerage Acct # 1

VANGUARD CA INTERM TERM TAX FREE — Distribution — Sold

PRINCIPAL EQUITY INCOME FUND — Distribution — Sold (part)

PRINCIPAL EQUITY INCOME FUND — Sold

ISHARES RUSSELL 1000 VALUE ETF — Distribution — Closed

ISHARES S&P 500 GROWTH ETF — Distribution — Sold (part)

ISHARES RUSSELL 1000 GROWTH ETF — Distribution — Closed

ISHARES RUSSELL 2000 GROWTH ETF — Distribution

ISHARES MSCI EAFE SMALL CAP ETF — Distribution — Sold

ISHARES NATL MUNI BOND ETF — Distribution — Sold

SCHWAB SHORT TERM US TREASURY ETF — Distribution — Sold

SCHWAB US DIVIDEND EQUITY ETF — Distribution — Sold (part)

SCHWAB US MIDCAP ETF — Distribution — Sold

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution — Sold

SCHWAB INTL SMALL CAP ETF — Distribution — Sold

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

SPDR S&P 600 SMALL CAP ETF — Distribution — Closed

ISHARES CALIFORNIA MUNI BOND ETF — Distribution — Closed

ISHARES IBONDS DEC 2020 TRM ETF — Distribution — Matured

ISHARES IBONDS DEC 2021 TERM ETF — Distribution

ISHARES IBONDS DEC 2022 TERM ETF — Distribution

ISHARES IBONDS DEC 2023 TERM ETF — Distribution

ISHARES IBONDS DEC 2024 TRM ETF — Distribution

ISHR IBND DEC 2025 TRM ETF — Distribution

ISHARES IBONDS MUNI DEC 2023 — Distribution

ISHARES IBONDS MUNI DEC 2025 — Distribution

ISHARES IBONDS HIYLD DEC 2025 — Distribution

VANGUARD SMALL CAP ETF VB — Distribution — Closed

INVESCO FTSE RAFI DEV MKT ETF — Distribution — Sold

ISHARES US REIT ETF USRT — Distribution — Sold

SCHWAB FUNDAMENTAL EMERGING MARKETS ETF FNDE — Distribution — Sold

SCHWAB FUNDAMENTAL INTL LARGE CAP ETF FNDF — Distribution — Sold

SCHWAB FUNDAMENTAL INTL SMALL CAP ETF FNDC — Distribution — Sold

SCHWAB FUNDAMENTAL US LARGE CAP ETF FNDX — Distribution — Sold

SCHWAB FUNDAMENTAL US SMALL CAP ETF FNDA — Distribution — Sold

VANGUARD FTSE DEVELOPED ETF VEA — Distribution

VANGUARD ALL WORLD ETF VSS — Distribution — Sold

VANGUARD FTSE ALL WORLD ETF VEU — Distribution — Buy

Brokerage Acct #4

PARNASSUS CORE EQUITY FUND — Distribution — Sold

PRINCIPAL EQUITY INCOME FUND — Distribution

UNDISCOVERED MANAGERS VALUE FUND — Distribution — Sold

SCHWAB AGGR BOND ETF — Distribution — Buy (add'l)

SCHWAB US DIVIDEND EQUITY ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution — Sold

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

ISHARES CALIFORNIA MUNI BOND ETF — Distribution — Sold

SCHWAB US TIPS SCHP — Distribution — Buy

VANGUARD FTSE ALL WORLD EX US ETF VEU — Distribution — Buy

Brokerage Acct # 5

POWERSHARES INTL DIVIDEND ACHIEVERS ETF — Distribution — Sold

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

MOTLEY FOOL 100 INDEX ETF TMFC — Distribution

SCHWAB US BROAD MKT SCHB — Distribution — Sold

Brokerage Acct #6

PIMCO TOTAL RETURN FUND — Distribution — Sold

POWERSHARES HIGH YIELD BOND ETF — Distribution — Sold

SCHWAB AGGR BOND ETF — Distribution

SCHWAB US TIPS ETF — Distribution — Buy (add'l)

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

SCHWAB US BROAD MARKET ETF — Distribution

Brokerage #7

VANGUARD TOTAL STOCK MARKET ETF VTI — Distribution

VANGUARD FTSE EMERGING MARKETS ETF VWO — Distribution

VANGUARD FTSE DEVELOPED MARKETS ETF VEA — Distribution

ISHARES CORE MSCI EMERGING MARKETS IEMG — Distribution

SCHWAB INTL EQUITY ETF SCHF — Distribution

SCHWAB US BROAD MARKET ETF SCHB — Distribution

SCHWAB US DIVIDEND EQUITY ETF SCHD — Distribution

SPDR NUVEEN BARCLAYS MUNI BOND ETF TFI — Distribution

VANGUARD DIVIDEND APPRECIATION ETF VIG — Distribution

VANGUARD MUNI BOND FUND ETF VTEB — Distribution

Brokerage # 9

SCHWAB US BROAD MARKET ETF SCHB — Distribution — Buy

SCHWAB AGG BOND ETF SCHZ — Distribution — Buy

Brokerage # 12

SCHWAB US BROAD MKT SCHB — Distribution — Buy (add'l)

Brokerage # 13

PRINCIPAL EQUITY INCOME PQIAX — Distribution — Open

PRINCIPAL EQUITY INCOME PQIAX — Sold

ISHARES RUSSELL 1000 VALUE ETF IWD — Distribution — Open

ISHARES RUSSELL 1000 GROWTH ETF IWF — Distribution — Open

SPDR S&P 600 GROWTH ETF SLYG — Distribution — Open

SCHAB US DIVIDEND EQUITY ETF SCHD — Distribution — Buy

VANGUARD SMALL CAP ETF VB — Distribution — Open

ISHARES CALIFORNIA MUNI BOND ETF CMF — Distribution — Open

ISHARES CALIFORNIA MUNI BOND ETF CMF — Sold

Brokerage # 14

SCHWAB MONEY MARKET FUND SWVXX — Distribution — Buy

SCHWAB MONEY MARKET FUND SWVXX — Buy (add'l)

Schwab Checking / Brokerage Sweep Accts — Int./Div.

Capital One Bank Savings Acct — Int./Div.

Wealthfront Cash Savings Acct — Int./Div.

529 Account #1 New York Col Savings Prog Cons/Mod Growth (no control) — Distribution — Sold (part)

529 Account #2 Wealthfront Dividend Stock and Bond Portfolio — Distribution

VANGUARD CA INTERM TERM TAX FREE — Distribution — Sold

PRINCIPAL EQUITY INCOME FUND — Distribution — Sold (part)

PRINCIPAL EQUITY INCOME FUND — Sold

ISHARES RUSSELL 1000 VALUE ETF — Distribution — Closed

ISHARES S&P 500 GROWTH ETF — Distribution — Sold (part)

ISHARES RUSSELL 1000 GROWTH ETF — Distribution — Closed

ISHARES RUSSELL 2000 GROWTH ETF — Distribution

ISHARES MSCI EAFE SMALL CAP ETF — Distribution — Sold

ISHARES NATL MUNI BOND ETF — Distribution — Sold

SCHWAB SHORT TERM US TREASURY ETF — Distribution — Sold

SCHWAB US DIVIDEND EQUITY ETF — Distribution — Sold (part)

SCHWAB US MIDCAP ETF — Distribution — Sold

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution — Sold

SCHWAB INTL SMALL CAP ETF — Distribution — Sold

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

SPDR S&P 600 SMALL CAP ETF — Distribution — Closed

ISHARES CALIFORNIA MUNI BOND ETF — Distribution — Closed

ISHARES IBONDS DEC 2020 TRM ETF — Distribution — Matured

ISHARES IBONDS DEC 2021 TERM ETF — Distribution

ISHARES IBONDS DEC 2022 TERM ETF — Distribution

ISHARES IBONDS DEC 2023 TERM ETF — Distribution

ISHARES IBONDS DEC 2024 TRM ETF — Distribution

ISHR IBND DEC 2025 TRM ETF — Distribution

ISHARES IBONDS MUNI DEC 2023 — Distribution

ISHARES IBONDS MUNI DEC 2025 — Distribution

ISHARES IBONDS HIYLD DEC 2025 — Distribution

VANGUARD SMALL CAP ETF VB — Distribution — Closed

INVESCO FTSE RAFI DEV MKT ETF — Distribution — Sold

ISHARES US REIT ETF USRT — Distribution — Sold

SCHWAB FUNDAMENTAL EMERGING MARKETS ETF FNDE — Distribution — Sold

SCHWAB FUNDAMENTAL INTL LARGE CAP ETF FNDF — Distribution — Sold

SCHWAB FUNDAMENTAL INTL SMALL CAP ETF FNDC — Distribution — Sold

SCHWAB FUNDAMENTAL US LARGE CAP ETF FNDX — Distribution — Sold

SCHWAB FUNDAMENTAL US SMALL CAP ETF FNDA — Distribution — Sold

VANGUARD FTSE DEVELOPED ETF VEA — Distribution

VANGUARD ALL WORLD ETF VSS — Distribution — Sold

VANGUARD FTSE ALL WORLD ETF VEU — Distribution — Buy

Brokerage Acct #4

PARNASSUS CORE EQUITY FUND — Distribution — Sold

PRINCIPAL EQUITY INCOME FUND — Distribution

UNDISCOVERED MANAGERS VALUE FUND — Distribution — Sold

SCHWAB AGGR BOND ETF — Distribution — Buy (add'l)

SCHWAB US DIVIDEND EQUITY ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution — Sold

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

ISHARES CALIFORNIA MUNI BOND ETF — Distribution — Sold

SCHWAB US TIPS SCHP — Distribution — Buy

VANGUARD FTSE ALL WORLD EX US ETF VEU — Distribution — Buy

Brokerage Acct # 5

POWERSHARES INTL DIVIDEND ACHIEVERS ETF — Distribution — Sold

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

MOTLEY FOOL 100 INDEX ETF TMFC — Distribution

SCHWAB US BROAD MKT SCHB — Distribution — Sold

Brokerage Acct #6

PIMCO TOTAL RETURN FUND — Distribution — Sold

POWERSHARES HIGH YIELD BOND ETF — Distribution — Sold

SCHWAB AGGR BOND ETF — Distribution

SCHWAB US TIPS ETF — Distribution — Buy (add'l)

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

SCHWAB US BROAD MARKET ETF — Distribution

Brokerage #7

VANGUARD TOTAL STOCK MARKET ETF VTI — Distribution

VANGUARD FTSE EMERGING MARKETS ETF VWO — Distribution

VANGUARD FTSE DEVELOPED MARKETS ETF VEA — Distribution

ISHARES CORE MSCI EMERGING MARKETS IEMG — Distribution

SCHWAB INTL EQUITY ETF SCHF — Distribution

SCHWAB US BROAD MARKET ETF SCHB — Distribution

SCHWAB US DIVIDEND EQUITY ETF SCHD — Distribution

SPDR NUVEEN BARCLAYS MUNI BOND ETF TFI — Distribution

VANGUARD DIVIDEND APPRECIATION ETF VIG — Distribution

VANGUARD MUNI BOND FUND ETF VTEB — Distribution

Brokerage # 9

SCHWAB US BROAD MARKET ETF SCHB — Distribution — Buy

SCHWAB AGG BOND ETF SCHZ — Distribution — Buy

Brokerage # 12

SCHWAB US BROAD MKT SCHB — Distribution — Buy (add'l)

Brokerage # 13

PRINCIPAL EQUITY INCOME PQIAX — Distribution — Open

PRINCIPAL EQUITY INCOME PQIAX — Sold

ISHARES RUSSELL 1000 VALUE ETF IWD — Distribution — Open

ISHARES RUSSELL 1000 GROWTH ETF IWF — Distribution — Open

SPDR S&P 600 GROWTH ETF SLYG — Distribution — Open

SCHAB US DIVIDEND EQUITY ETF SCHD — Distribution — Buy

VANGUARD SMALL CAP ETF VB — Distribution — Open

ISHARES CALIFORNIA MUNI BOND ETF CMF — Distribution — Open

ISHARES CALIFORNIA MUNI BOND ETF CMF — Sold

Brokerage # 14

SCHWAB MONEY MARKET FUND SWVXX — Distribution — Buy

SCHWAB MONEY MARKET FUND SWVXX — Buy (add'l)

Schwab Checking / Brokerage Sweep Accts — Int./Div.

Capital One Bank Savings Acct — Int./Div.

Wealthfront Cash Savings Acct — Int./Div.

529 Account #1 New York Col Savings Prog Cons/Mod Growth (no control) — Distribution — Sold (part)

529 Account #2 Wealthfront Dividend Stock and Bond Portfolio — Distribution

Board Member, Federal Bar Association, Los Angeles Chapter

Executive Committee Member, Judge Paul Michel Intellectual Property American Inn of Court

Litigation Executive Committee Member, Los Angeles County Bar Association

Board Member, Federal Bar Association, Los Angeles Chapter

Executive Committee Member, Judge Paul Michel Intellectual Property American Inn of Court

Litigation Executive Committee Member, Los Angeles County Bar Association

Part VII - Assets transferred / rolled over from Brokerage # 1 to Brokerage # 13 listed as "closed" for old account and "open" for new account per Fido

instructions.

Part VII - Assets for Brokerage # 3 and # 11 (lines 53-66 and 119-120 from FY 2019 report) are omitted because the owner is no longer a dependent.

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.