Ralph Zarefsky

What was filed

114
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
3
spouse income

Named parties

Note, Section VII
Note, Secuon VII
Note, Secon VII
University of California - Irvine Law School
Umversaty of California - Irvine Law School: Salary
Amencan Jewish Umiversity - Salary
MAZON - A Jewish Response to Hunger: Consulting
Friends of Sheba Medical Center - Salary

As filed

Bank of America (Checking Account) — Interest

ExxonMobil Common Stock — Int/Div

Davis NY Venture Fund (IRA) — Int/Div

Invesco American Franchise Common Stock (IRA) — None

Chas. Schwab Money Market Funds (IRA) — Interest — Note, Section VII

Mass. Mutual Group Universal Life (Life Ins Inv) — Interest

Invesco VK Equity & Income Fund — Int/Div

Massachusetts Investors Growth Stock Fund Common Stock (TRA) — Int/Div

Federated International Small Cap Fund Common Stock (IRA) — None

Blackrock High Yield Bond Fund (formerly Merrill Lynch High — Int/Div

Davis NY Venture Fund — Int/Div — Note, Secuon VII

Federated International Small Cap Fund Common Stock — None — Note, Secuon VII

American Washington Mutual Investors Fund, Inc. (IRA) — Int/Div

American Washington Mutual Investors Fund, Inc. — Int/Div — Sold (part) — Note, Section VII

American Washington Mutual Investors Fund, Inc. — Sold (part)

Amencan Inc. Fd. of America (IRA) — Int/Div

Morgan Stanley Bank (IRA) — Interest — Note, Section VII

Morgan Stanley Bank — Interest — Note, Secon VII

Morgan Stanley Bank — Interest — Note, Secuon VII

DFA Int'l Real Est. Sec. Portfolio (Common Stock) (IRA) — Int/Div — Sold (part)

DFA Int'l Real Est. Sec. Portfolio (Common Stock) (IRA) — Sold (part)

DFA Real Estate Sec. Portfolio (Common Stock) (IRA) — Int/Div — Sold (part)

DFA Real Estate Sec. Portfolio (Common Stock) (IRA) — Sold (part)

DFA 2-Yr, Global Fixed Income Portfolio (IRA) — Int/Div — Sold (part)

DFA 2-Yr, Global Fixed Income Portfolio (IRA) — Sold (part)

Charles Schwab Advance Cash Reserve (IRA) — Interest — Note, Secuon VII

DFA Inflation Protected Securities Portfolio (IRA) — Int/Div — Sold (part)

DFA Inflation Protected Securities Portfolio (IRA) — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Int/Div — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Sold (part)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

DFA International Core Equity Portfolio (IRA) — Int/Div — Sold (part)

DFA International Core Equity Portfolio (IRA) — Sold (part)

DFA Large Cap Int'l Portfolio (IRA) — Int/Div — Sold (part)

DFA Large Cap Int'l Portfolio (IRA) — Sold (part)

DFA US. Core Equity 2 Portfolio (IRA) — Int/Div — Sold (part)

DFA US. Core Equity 2 Portfolio (IRA) — Sold (part)

DFA US. Core Equity 2 Portfolio (IRA) — Buy (add'l)

DFA US. Core Equity 2 Portfolio (IRA) — Sold (part)

DFA US. Large Cap Value Portfolio (IRA) — Int/Div — Sold (part)

DFA US. Large Cap Value Portfolio (IRA) — Sold (part)

DFA US. Targeted Value Portfolio (IRA) — Int/Div — Sold (part)

DFA US. Targeted Value Portfolio (IRA) — Sold (part)

Verizon Common Stock — None

State of Israel Bonds — None

Lincoln Financial Group Fixed Acct (403(Bn — None

LVIP Del Foundation Conservative Alloc (403(BN — None

LVIP Delaware Growth & Income (403(B)) — None

Lincoln Financial Group Fixed Acct (403(B)H — None — Note, Secon VII

LVIP Del Foundation Conservative Alloc (403BN — None — Note, Secon VII

LVIP Delaware Growth & Income (403(B)) — None — Note, Secuon VII

CREF Money Market (403(B)) — None

CREF Growth Fund (403(B)) — None

Vanguard Total Stock Mkt Indx — None

Chase CD — None — Closed

Bank of America (Savings Accts) — Interest — Note, Section VII

Vanguard Growth Index Fund — Int/Div

Bank of America Money Mkt Acct — Interest

DFA Investment Grade Port (IRA) — Int/Div — Sold (part)

DFA Investment Grade Port (IRA) — Sold (part)

Rental Property in Los Angeles, CA {Spouse's 1/3 Interest) — Rent — Note, Secuon VII

Real Property in Laguna Beach, CA (Spouse's 1/3 Interest) — None — Note, Secuon VII

Lecturer, University of California - Irvine Law School

Income — 2014 — Umversaty of California - Irvine Law School: Salary — SS.200.00

Spouse's income — 2014 — Amencan Jewish Umiversity - Salary

Spouse's income — 2014 — MAZON - A Jewish Response to Hunger: Consulting

Spouse's income — 2014 — Friends of Sheba Medical Center - Salary

Item VII, No. 5. Proceeds from the Money Market Reserves account are now "swept" on a periodic basis into an account at Charles Schwab Bank, N.A. which

pays bank interest, the amount of which is included in the amount listed here.

Item VII, No. 11. Davis NY Venture Stock is held in accounts separate from the Davis NY Venture Stock held in an IRA, und identified as Section VIL, Item 3.

Item VII, No. 12, Federated International Small Cap Fund Common Stock is held in accounts separate from the Federated Intemational Small Cap Fund Common

Stock held in an IRA, and identified as Section VII, Item 9,

Item VII, No. 14. American Washington Mutual Investors Fund, Inc. stock is held in separate account from the American Washington Mutual Investors Fund, Inc.

Stock (IRA) identified in Section VIL, Item No. 13.

Item VII, No. 17. Morgan Stanley Bank holds cash and money market funds, and interest on various mutual funds as well as money market funds, is "swept" into

the account,

Item VII, No. 18. The account at Morgan Stanley Bank is separate from the accounts identified in Item VII, Nos. 17 and 19, and holds cash or money market

funds.

Item VII, No. 19. The account at Morgan Stanley Bank is separate from the accounts identified in Item VII, Nos. 17 and I8, and holds cash or money market

funds.

Item VII, No. 39. Dividends are periodically swept nto this account, earning interest, prior to reinvestment.

Trem VII, No. 96, The assets listed here are held in a separate account from those listed in Trem VII, No, 93.

Item VII, No. 97. The assets listed here are held in a separate account from those listed m Item VIL No. 94.

Item VII, No, 98. The assets listed here are held in a separate account from those listed in Item VII, No. 95,

Item VII, No. 103. The assets arc held in accounts separate from that listed in Item VII, No. I.

Item VII, Nos. 113 and 114. The properties were appraised in a report dated April 8, 2013, valuing the interests as of December 27, 2012,