# Kathleen McDonald O'Malley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/34121

## Record

- **Judge:** Kathleen McDonald O'Malley
- **Year:** 2020
- **Pages:** 11

## Text

Individual Assets (H)
Citibank (cash) — Interest
Castle Harlan Affiliates IV-A, LLP — Distribution
Castle Harlan Partners V, LLP — None
CHP V Affiliates AIV, LP — Distribution
Mid-Atlantic Fund of Funds II, LP — None
AEI Alien Series B Inv II, LLC — None
Sun Basket, Inc — None
Covington & Burling Partnership LLP — Int./Div.
Advanced Battery Concepts, LLC — None
Cloud9 Charts, Inc — None
Lois Kitchen LLC — None
Lois Wine Bar (note) — Interest
Rembrandt Partners IV, L.P — Dividend
Empire Residential Communities Fund IV, LLC — Distribution
Lyft, Inc. — None
Uber Tech — None
OPAC Famous LLC — None
AirBNB (X) — None
Impossible Foods (X) — None
Account #1 (H)
Schwab Bank (cash) — Interest
Ishares Trust S&P 500 Index (IVV) — Dividend
Vanguard Small Cap Fund (VB) — Dividend
Baird Aggregate Bond Inst Fund (BAGIX) — Dividend
Dodge & Cox Income Fund (DODIX) — Dividend
Hotchkis & Wiley Hi Yield (HWHIX) — Dividend
Pimco Emerging Local Bond Fund (PELBX) — Dividend
Pimco Intl Bond US Dollar Hedged (PFORX) — Dividend
Vangaurd Inflation Protected Securities (VIPSX) — Dividend
Wells Fargo Advtg Int'l Fund (ESICX) — None
American FD Europacific GWTH FD CL F3 (FEUPX) — Dividend
Cohen & Steers Realty Shares (CSRSX) — Dividend
DFA Emerging Mkt Value Portfolio (DFEVX) — Dividend
Dodge & Cox Int'l Stock Fund (DODFX) — Dividend
Invesco Oppenheimer Steelpath MLP Select 40 (OSPSX) — Dividend
Pimco Comm Real Estate Return (PCRIX) — Dividend
Account #2 (H)
Dodge & Cox Stock (DODGX) — None
JP Morgan Large Cap R6 (JLGMX) — None
American Beacon Small Cap Val Inst (AVFIX) — None
Janus Enterprises N (JDMNX) — None
JPMorgan Emerging Markets Equity R6 (JEMWX) (X) — None
Lazard Emerging Market Equity Inst (LZEMX) (Y)
Oakmark International I (OAKIX) (Y)
MFS Intl Diversification R4 (MDITX) (X) — None
Metropolitan West Total Return Bond (MWTRX) — None
Schwab Covington Burlington Pooled Stable Value Fund — None
Account #3 (H)
Schwab Bank Sweep Account (cash) (X) — Interest
Ishares Trust S&P 500 (IVV) — Dividend — Sold (part)
Ishares MSCI Emerging Market Index (EEM) — Dividend
Vang Small Cap (VB) — Dividend — Sold (part)
Baird Inter Muni (BMBIX) — Dividend
Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Dividend
Hotchkis & Wiley Hi Yield (HWHIX) — Dividend
Vang Inflation Protected (VIPSX) — Dividend
Vang St Exempt Fund (VWSTX) — Dividend — Buy (add'l)
Vang St Exempt Fund (VWSTX) — Sold (part)
American FD Europacific GWTH FD CL F3 (FEUPX) — Dividend
Cohen & Steers Realty (CSRSX) — Dividend
Dodge & Cox Int'l Stock Fund (DODFX) — Dividend
Maingate MLP Fund (IMLPX) — Dividend — Sold (part)
Account #4 (H)
Schwab Bank Sweep (cash) (Y)
Apple Inc (AAPL) — Dividend — Buy
Tesla Inc (TSLA) — None — Buy
Ishares Trust S&P 500 (IVV) — Dividend
Ishares MSCI Emerging Markets Index (EEM) — Dividend
Vang Small Cap (VB) — Dividend
Baird Inter Muni (BMBIX) — Dividend
Goldman Sachs Emerging Markets Debt (GSDIX) — Dividend
Hotchkis & Wiley Hi Yield (HWHIX) — Dividend
Pimco Intl Bond US Dollar Hedged (PFORX) — Dividend
Vang Inflation Protected (VIPSX) — Dividend
Vang St Exempt Fund (VWSTX) — Interest
Wells Fargo Adv Int'l (ESCIX) — None
American Fund Europacific Cl F3 (FEUPX) — Dividend
Cohen & Steers Realty (CSRSX) — Dividend
Credit Suisse Comm Return Strategy (CRSOX) — Dividend — Sold (part)
Dodge & Cox Int'l Stock Fund (DODFX) — Dividend
Maingate MLP Fund (IMLPX) — Dividend
Account #5 (H)
Schwab Bank Sweep Account (cash) — Interest — Open
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Berkshire Hathaway (BRKB) — None
Editas Medicine Inc (EDIT) — None — Buy
Editas Medicine Inc (EDIT) — Sold
Eldorado Gold Corp (EGO) — None — Buy
Eldorado Gold Corp (EGO) — Sold
Glaukos Corp (GKOS) — None
Hon Hai Precsn Ind Ordf (HNHAF) — Dividend
Neogenomic Inc (NEO) — None
Tesla Inc (TSLA) — None — Buy
Tesla Inc (TSLA) — Buy (add'l)
Tesla Inc (TSLA) — Sold (part)
ZTO Express Cayman Inc (ZTO) — Dividend — Sold
Board Member, Juvenile Diabetes Research Foundation
Spouse's income — 2020 — Self-employed (attorney)
Under individual assets, value method code "V" indicates cumulative value of funds invested.
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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/34121. Public record. Not legal advice.