Ruth Bermudez Montenegro

2017Initial

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 3

    positions

  • 0

    gifts

  • 5

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 6

    spouse income

Named parties

  • Calitormia Bar Foundation
  • El Centro Education Foundation
  • State of Calitormia - salary
  • State of Cahforma - salary
  • State of California - salary
  • Southern Califorma Gas Company - salary
  • Midwest Energy - consultant
  • Cordoba Engmeering - consultant

As filed

Bank of CA (cash) — Interest — Exempt

Sun Community Federal Credit Union Treasury Bill — Interest

New York Life insurance policy (whole life) — Int/Div

IRAZI(H)

Buropacific Growth Fd A (AEPGX) — Int/Div

Fundamental Investors A (ANCFX) — Int/Div

The Growth Fund of America A (AGTHX) — Int/Div

Intermediate Bond Fund of America A (AIBAX) — Int/Div

IRA#£2(H)

Pershing Govt Acct Money Market (cash) — Interest

Invesco Real Estate Fund Class Y (IARYX) — Int/Div

Capital World Growth & Income Fund F2 IWGIFX) — Int/Div

Eaton Vance Income Fund of Boston (EIBIX) — Int/Div

Eaton Vance Floating Rate Adv Fd (EIFAX) — Int/Div

Buropacific Growth Fund Cl F3 (FEUPX) — Int/Div

JPMorgan Mid Cap Value Fd L (FLMVX) — Int/Div

Fundamental Investors Cl F3 (FUNFX) — Int/Div

John Hancock Bond Fund (JUBIX) — Int/Div

Neuberger Berman Emerging Markets Eq Fd 1 INEMIX) — Int/Div

Oppenheimer Sr Float Rate Fd Y (OOSYX) — Int/Div

Wells Fargo Small Company Growth Fd (WSCGX) — None

457 Deferred Comp Plan 21 (H)

CA Savings Plus Program Target Date 2030 — None

457 Deferred Comp Plan 22 (H)

Lincoln Financial Group Fixed Account (cash) — None

Delaware VIP Diversified Income (DPDFX) — None

LVIP Blackrock Inflation Protected Bond (BPRAX) — None

American Funds Growth Income (GAIOX) — None

Delaware VIP REIT (VDREIRV) — None

American Funds Growth (AGTHX) — None

Amencan Funds Intemational (IGAAX) — None

Delaware VIP Small Cap Value (VDSCVSV) — None

LVIP Delaware Special Opportunities (VLDSORV) — None

LVIP Mondrian International Value (VLMIVSV) — None

Board Member (Jan 1, 2017-Aug, 2015), Calitormia Bar Foundation

Board Member (Jan 1, 201 7-Present), El Centro Education Foundation

President (Jan 1, 201 7-Jan, 2018), El Centro Education Foundation

Agreement — 2000 — Impenal County Employee Retirement Systems (defined benefit program)

Agreement — 2000 — California State Teachers Retirement System (defined benefit program)

Agreement — 2007 — State of Califomia Supenor Court Judges Retirement System (defined benefit, rollover, 401k)

Agreement — 2007 — State of California Savings Plus Program (457 deferred comp, 401k)

Agreement — 2017 — Superior Court of Califorma (457 deferred comp)

Income — 2018 — State of Calitormia - salary — $135.945.00

Income — 2017 — State of Cahforma - salary — SISK.861.26

Income — 2016 — State of California - salary — $191,272.51

Spouse's income — 2019 — Southern Califorma Gas Company - salary

Spouse's income — 2018 — Southern Califorma Gas Company - salary

Spouse's income — 2018 — Midwest Energy - consultant

Spouse's income — 2018 — Cordoba Engmeering - consultant

Spouse's income — 2007 — Midwest Energy - consultant

Spouse's income — 20017 — Cordoba Engmeering - consultant

Part 111 A_: No reportable income for 2019.

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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Ruth Bermudez Montenegro | Frix