# Lawrence Joseph O'Neill

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4568

## Record

- **Judge:** Lawrence Joseph O'Neill
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 16

## 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
General Electric Cap Corporate bond — Interest — Matured — Note in VII
GTE North Inc bond — Interest
Key Bank corporate bond — Interest
Laclede Gas Co 1st mortgage — Interest
Pacific Bell corp bond — Interest
Providence Gas Co bond — Interest
Prudential Finl Inc corporate bond — Interest
Southwestern Bell Te. Co corporate bond — Interest
American Funds, Fund Inv F-1 — Int/Div
Capital World Growth and Income mutual fund — Interest
Pureto Rico Convention Center bonds — Interest
Contra Costa Commumity 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
Loomis 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
First Eagle Gold Fund — Interest — Sold
Amencan 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 Emre Local Bd Fd Inst) C1 — Interest
T Rowe Price New Income Fund — Interest
Market Vectors ETF Trustgold Miners — Interest
Berwvn 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
Vanguard Short Term Tax Exempt FD Investor SHR X — Interest
BMW North America Bk — Interest
Longleaf Partners Small Cap Fund — Interest
Pimco All Asset Inst] Cl — Interest
Market Vectors ETF Trustgold Miners Fund b % — Interest
Amencan Fund Fundamental Inv Fd — Interest
Amencan Fund New World Fd CL Fi — Int/Div
Berwyn Income Fund Remy Divs/Reiny — Int/Div
Loomis Sayles Bond Fund CL Reinvicap — Interest
Pimco Total Return Fund Instr! C1 — Interest
Vanguard Inflation (but see #94 below) — Interest
Osterweis Strategic Income Fund — Int/Div
Doubleline total Return Bond fund — Int
FPA Capital Fund — Int/Div
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
Primecap Idyssey Growth — Int/Div
Tweedy Browne Global Value Fund — Int/Div
American Fund New World — Int/Div
FPA New Income CL — Int/Div
Loomis Sayles Bond Fund CL — Int/Div
Powershs DB Commdty — Int/Div — Sold
iShares Gold Trust — Int/Div
Exchange Trad FD — Int/Div
iShares MSC Germany index fund — Int/Div
Vanguard MSC — Int/Div
Vanguard Bond Index — Int./y — Sold
Vanguard Total Stock Mkt — Int/Div
Vanguard REIT — Int/Div — Sold
iShares MSCI HK index Hong Kong index xX — Int/Div — Sold
Powershares S&P ETF — Int/Div — Sold
iShares TR Barclays Tipshonds — Inv
iShares TR Barclays, Treasury Bond Fund — Int/Div
iShares Nareit Global — Int/Div — Sold
SPDR Barclays Short Term Corp bond — Int/Div
Wisdomtree Asia Debt Fund — Int/Div — Sold
Vangurad MSC EAFE ETF — Int/Div
iShares TR Russell 2000 mdex fund — hy
iShares ETF AAA rate corp bond — hy
Powershs QQQ Trust — Int/Div — Sold
Blackrock Global — Int/Div
American FD Cap World FI — Int/Div
Amencan FD Fund Inv Fd CL F-) — Int/Div
American Fund New World Fd C1 FI — Int/Div
Dodge and Cox Stock Fund — Int/Div
First Eagle Gold Fund CL A — Int/Div
First Eagle Overseas, Fund Cl A — Int/Div
Highmark Geneva Mid Cap Gwth A — Int/Div
Longleaf Partners Small Cap fund — Int
Merger Fund Remy Divs — Int/Div
Pimco Emrg Local Bd Fd — Int/Div
Primecap Odyssey Growth Reiny Divs — Int/Div
RS Global Natural — Int
T Rowe Price New Fra Fd — Int/Div
Vanguard Div Appreciation — Int/Div
Tweedy Browne Global — Int/Div
Primecap Odyssey Growth — Interest
RS Global Natural — Int/Div
Blackrock Global — Interest
Looms Sayles Bond Fund CL — Interest
Pimco All Asset Inst] CL — Int/Div
American FD Cap World — Int/Div
Amencan FD Fundamental — Int/Div
Amencan Fund New World — Int/Div
Forward Select Income — Int/Div
Berwvn 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
T.Rowe Price New Income Fund — Int.
Vanguard Primecap Core Fund — Int/Div
Pimco ETF X — Interest — Buy
Ally Bank Common Stock X — Int/Div — Buy
Goldman Sachs Bank Common Stock X — Int/Div — Buy
Fifth Third Bank Common Stock X — Int/Div — Buy
Primecap Odyssey Growth X — Int/Div — Buy
Rovce Pa Mutual Fund X — Int/Div — Buy
T Rowe Price New ERA Fd X — Int/Div — Buy
Highmark Geneva Mid Cap X — Int/Div — Buy
American Fund Cap World X — Int/Div — Buy
Wisdomtree Jap Hegd Egy X — Int/Div — Buy
Spdr Gold Trust X — Int/Div — Buy
Vanguard Div Appreciation X — Int/Div — Buy
Market Vectors ETF Trustgold Miners Fund xX — Int/Div — Buy
GE Money Bank Common Stock X — Int/Div — Buy
MSCI UTD Kingdm United Kingdom Index Fund X — Int/Div — Buy
shares TR Russell 2000 Index fund X — Int/Div — Buy
SPDR Barclarys ETF — Int/Div — Buy
Wisdomtree Trust Brazilian Real Fund X — Int/Div — Buy
Board of Director, Federal Bar Association
Agreement — 1999 — State of California Judges Retirement Plan (pension commences at age 63)
The Argonaut Investment at VII, 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 VIE are in the Living Trust referred to in Part I, line 1.

In VIL, lime 24, there is an indication of an asset culled "General Electric Cap Corporate Bond." In not recognizing it on my financial statements from my Financial

Advisor, he was contacted. The asset has been out of the portfolio for at least § years, with no record of the date of maturation due to an absence of records more

than five years old. 1 have placed the date of maturation at 01/01/13, only because the system doesn't allow for anything before that date.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4568. Public record. Not legal advice.