# Lawrence Joseph O'Neill

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4472

## Record

- **Judge:** Lawrence Joseph O'Neill
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 17

## Text

Prudential Fin Inc (Schwab acct) — Interest
North Track Geneva Growth Fund (Schwab) IRA — Interest
RS Global Natural Resources Fund (Schwab) IRA — Interest
Kensington Strategic Realty Fund (Schwab) IRA — Distribution
Dodge and Cox Stock Fund (Schwab) — Int/Div
American Fund New World (Schwab¥ IRA) — Interest
Schwab US Treasury Money fund (IRA) — Interest
Wells Fargo Bank Trust #1 — Interest
RS Global Natural (Schwab) IRA — Interest
First Eagle Overseas (Schwab) — Interest
Amencan Funds New World (Schwab) IRA — Int/Div
Kensington Select Income (Schwab) IRA — Int/Div
Clovis Community Bank — Interest
Argonaut Corp, Livermore, California 1985 $84,200 Trust #1 — Distribution
Wells Fargo Bank, acct £2 — Interest
Desert Funding, Inc. Mortgage Note {Trust #1) — Interest
Macwest Riverside Housing Inv, LLC — istrnibution
California State University Revenue Muni Bond — Interest
Oregon Go Elderly/Disabled muni bond — Interest
Puerto Rico Electric Power Muni bond — Interest
San Francisco Int] Airport mum Bond — Interest
St. Louis MO Airport muni bond — Interest
Bank of America Sub Not corporate bonds — Interest
GTE North Inc bond — Interest
Kev Bank corporate bond — Interest
Laclede Gas Co Ist mortgage — Interest
Pacifric Bell corp bond — Interest
Providence Gas Co bond — Interest
Prudential Finl Inc corporate bond — Interest
Southwestern Bell Te. Co corporate bond — Interest
Amencan Funds, Fund Inv F-1 — Int/Div
Capital World Growth and Income mutual fund — Interest
Pureto Rico Convention Center bonds — Interest
Contra Costa Commumty College bonds — Interest
Encinitas Ca Public Library Construction Bonds — Interest
Schwab Govt Money Fund: IRA--Schwabb — Interest
Morgan Stanley CD (Schwab) — Interest
Schwab Govt Money Fund: Schwabb — Interest
TCW Total Return Bond {schwab) IRA — Interest
JP Morgan Highbridge Stat Mkt Neutral Select CL — Int/Div
Looms Sayles Bond C1 (Schwab) (IRA) — Int/Div
Tweedy Brown Global Fund (schwab-<IRA) — Int/Div
Schwab Ca Muni Money Fd Sweep shares — Interest
Pimco All Asset Fund. Instit class Schwab — Interest
SCH Ca Muni Money Fd shares (Schwab) — Interest
San Francisco Calif City/County Public Utility bonds — Int/Div
Dublin. Calif School Securities — Int/Div
First Eagle Overseas IRA (Schwab) — Int/Div
T Rowe Price new ERA FD — Int/Div
State of California Govt Bond — Interest
JP Morgan Highbridge Stat Mkt — Int/Div
Pimco Emrg Local Bd — Interest
California Health stock — Int/Div
T Rowe Price New Income Fund — Int/Div
Permanent Portfolio — Int/Div
Berwyn Income Fund — Int/Div
Amencan Fund New World — Int/Div
Vanguard Ca Interim Term Tax Exempt FD (Schwab) — Interest
American Fund New World — Interest
Osterweis Strategic Income Fund — Interest
Highmark Generva Mid Cap Growth — Interest
Merger Fund Remy Divs — Int/Div
RS Global Natural — Interest
Royce PA Mutual Fund — Interest
Dodge and Cox Stock Fund — Int/Div
Pimco Emrg Local Bond Fund — Interest
Saratoga California UN — Interest
Pimco Emrg Local Bd Fd Instl Cl — Interest
T Rowe Price New Income Fund — Interest
Market Vectors ETF Trustgold Miners — Interest
Berwyn Income Fund — Int/Div
T Rowe Price Short Term Bond — Interest
Primecap Odyssey Growth — Int/Div
Tweedy Browne Global — Interest
FPA New Income C1 A — Interest
American Fund Cap World — Interest
American Fund Cap World (X) — Int/Div — Buy
Vanguard Short Term Tax Exempt FD Investor SHR — Interest
BMW North America Bk — Interest
Longleaf Partners Small Cap Fund — Interest
Pimco All Asset Inst] Cl — Interest — Sold
Market Vectors ETF Trustgold Miners Fund — Interest
American Fund Fundamental Inv Fd — Interest
American Fund New World Fd CL F) — Int/Div
Berwvn Income Fund Remy Divs/Reiny — Int/Div
Loomis Sayles Bond Fund CL Reinv/cap — Interest — Sold
Pimco Total Return Fund Instr! C1 — Interest — Sold
Vanguard Inflation {but see #94 below) — Interest
Osterweis Strategic Income Fund — Int/Div
Doubleline total Return Bond fund — Int/Div
FPA Capital Fund — Int — Sold
Vangurard Inflation (but see 299 below) — Int/Div
Vanguard Interim Term Tax Exmpt — Int/Div
Bank of China NY — Int/Div
Osterweis Strategic Income Fund — Int/Div
Pimco Total Return Fund Inst) — Int/Div — Sold
Primecap Idyssey Growth — Int/Div
Tweedy Browne Global Value Fund — Int/Div
American Fund New World — Int/Div
FPA New Income CL — Int/Div
Looms Sayles Bond Fund CL — Int/Div — Sold
iShares Gold Trust — Int/Div
Exchange Trad FD — Int/Div
iShares MSC Germany index fund — Int/Div — Sold
Vanguard MSC — Int/Div
Vanguard Total Stock Mkt — Int/Div
iShares TR Barclays Tipsbonds — Int/Div
iShares TR Barclays, Treasury Bond Fund — Int./y
SPDR Barclays Short Term Corp bond — Int/Div
Vangurad MSCI EAFE ETF — Int/Div
iShares TR Russell 2000 mdex fund — Int/Div — Sold
iShares ETF AAA rate corp bond — Int/Div
Blackrock Global — Inv
American FD Cap World F1 — Int/Div
American FD Fund Inv Fd CL F-1 — Int/Div
American Fund New World Fd C1 FI — Int/Div
Dodge and Cox Stock Fund — Int/Div
Dodge and Cox Income Fund (X) — Int/Div — Buy
First Eagle Gold Fund CL A — hy
First Eagle Overseas, Fund Cl A — hy
Highmark Geneva Mid Cap Gwth A — Int/Div
Longleaf Partners Small Cap fund — Int/Div — Sold
Merger Fund Remy Divs — Int/Div
Pimco Emrg Local Bd Fd — Int/Div
Primecap Odyssey Growth Rein Divs — Int/Div
RS Global Natural — Int/Div
T Rowe Price New Era Fd — Int/Div
Vanguard Div Appreciation — Int/Div — Sold
Tweedy Browne Global — Int/Div
Primecap Odyssey Growth — Interest
RS Global Natural — Int/Div — Sold
Blackrock Global — Interest — Sold
Loomis Sayles Bond Fund CL — Interest — Sold
Pimco All Asset Inst] CL — Int — Sold
Amencan FD Cap World — Int/Div
Amencan FD Fundamental — Int/Div
American Fund New World — Int/Div
Forward Select Income — Int/Div
Berwyn Income Fund — Int/Div
Egshares ETF — Int/Div
First Eagle Gold Fund — Int/Div
Santa Clara. Calif Uni School bonds — Int/Div
Osterweis Strategic Income Fund — Int/Div — Sold
T.Rowe Price New Income Fund — Int/Div
Vanguard Primecap Core Fund — Int/Div
Pimco ETF — Interest
Ally Bank Common Stock — Int/Div
Goldman Sachs Bank Common Stock — Int/Div
Fifth Third Bank Common Stock — Int/Div
Primecap Odyssey Growth — Int/Div
Royce Pa Mutual Fund — Int/Div — Sold
T Rowe Price New ERA Fd — Int. — Sold
Highmark Geneva Mid Cap — Int/Div — Sold
American Fund Cap World — Int/Div — Sold
Wisdomtree Jap Hegd Eqty — Int/Div — Sold
Spdr Gold Trust — Int/Div
Vanguard Div Appreciation — Int/Div
Market Vectors ETF Trustgold Miners Fund — Int/Div
GE Money Bank Common Stock — Int/Div
MSCI UTD Kingdm United Kingdom Index Fund — Int/Div
ishares TR Russell 2000 Index fund — Int/Div
SPDR Barclarys ETF — Int/Div
Wisdomtree Trust Brazilian Real Fund — Int/Div — Sold
IShares MSC Hong Kong — Int/Div — Buy
Vanguard Tax Exempt Admiral Share — Int/Div — Buy
City National Corp Stock — Int/Div — with line 167)
Roval Bank of Canada (X) — Int/Div
Microsoft Stock — Int/Div
Oracle Corp Stock — Int/Div — Sold (part)
Pepsico Stock — Int/Div
Berwvn Income Fund — Int/Div — Sold (part)
Blackrock Global — Int/Div — Sold
Osterweis Strategic Fund — Int/Div — Sold
Primecap Odyssey Growth — Int/Div
Tweedy Brown Global — Int/Div
Selma, Ca Bonds — Int/Div
Sierra Kings Hospital Bonds — hy
Vacaville, Cal Bonds — Int/Div
Lake Almanor, Ca Real Estate Inherited 3.21.14 — None — Sold
Empire Business Park, Pittsburg, Cal : see sec VI — Distribution
Kingsburg, Ca Muni Bonds — Int/Div
Mendota, Ca Muni Bonds — Int/Div
Poway Muni Bonds — Int/Div
Tejon Ranch Muni Bond — Int/Div
Waxco, Ca Munit Bonds — Int/Div
General Electric Company stock — Int/Div
Wisdomtree JPN Hdgd Eqty Fnd (X) — Int/Div — Buy
Doubleline Total Return Mutuals — Int/Div — Sold
Doubleline Total Return Bd Fd (X) — Int/Div — Buy
Orinda Income Oppty Inst (X) — Int./y — Buy
Huntington Beach, Ca Bonds (X) — Int/Div — Buy
IShares China Large Cap (X) — Int/Div — Buy
Pasadena Gov Bonds (X) — Int/Div — Buy
Shares TR MSCU Untd Kngdm (X) — Int/Div — Buy
Arctrust Properties, Inc (X) — Rovalty — Buy
IShares Core MSC EAFE (X) — Interest — Buy
Vanguard FTSE Emergin Markets ETF (X) — Interest — Buy
Trustee, Family Trust, inclusive of ALL assets listed in Part VIL In addition, Wells Fargo checking and savings accounts, and residences owned.
Agreement — 1999 — State of California Judges Retirement Plan (pension commences at age 63)
The Argonaut Investment at VIL, line 17 was purchased more than 20 years ago (prior to taking the Bench) at an mitial investment of $50,000.

All of the assets in Part VII are in the Living Trust referred to in Past I, line 1.

Part VII, Lme 179: This property was inherited in 2014, after having been formally appraised on 01-24-2014.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4472. Public record. Not legal advice.