Lucy Haeran Koh

2016Annual

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Pull out the substance of this filing.

What was filed

  • 12

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • The American Law Institute
  • American Bar Association : Business Law Section
  • State of California -- salary
  • Stanford University -- salary

As filed

Wells Fargo Accounts — Interest

State of California Savings Plus Program — None

Amencan Funds Washington Mutual R6 — None

IronBridge Small Cap Fund — None

Dodge & Cox Balanced — None

PIMCO Total Return Inst! — None

Vanguard Target Retirement 2035 Inv — None

Vanguard Target Retirement 2035 — Int/Div

Aston Fairpointe Mid Cap — Int/Div

Invesco CollegeBound Age Based Portfolio — None

TIAA CREF ScholarShare Active Age- Based Portfolio — None

Stanford Federal Credit Union Accounts — Interest

Reimbursement — The American Law Institute — 05/15.2016-5/172016 — Washington, D.C — Attend the Annual Meeting — Aartare and hotel

Reimbursement — American Bar Association : Business Law Section — 0908201609 107201 ¢ — Boston, Massachusetts — Serve as Advisor at Annual Meeting — Transportation and hotel

Reimbursement — italy oy hw — at annual Gala and Awards Dinner

Spouse's income — 2016 — State of California -- salary

Spouse's income — 2016 — Stanford University -- salary

Part VIL. Investments and Trusts

1 understand that all income is reportable, whether taxable, tax deferred, or tax exempt. | further understand that dividends that are reinvested must be listed as

income. However, Part VII, lines 3-7 had no dividends, had no reinvestment of dividends, and thus had no reportable income in calendar year 2016.

In lime 10, our college account name changed from AllanceBernstem CollegeBoundfund Moderate Growth Age-Based Portfolio to Invesco CollegeBound Age-

Based Portfolio. We do not know why the account name changed. We did nothing to cause any change in the account name.

The Stanford Federal Credit Union accounts were closed in February 2016, so the balances at the end of the reporting period were zero.

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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