# Jill L. Burkhardt > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6523 ## Record - **Judge:** Jill L. Burkhardt - **Year:** 2017 - **Report type:** Annual - **Pages:** 9 ## Text Trust# 1 (H) Rental Property, San Diego, CA — Rent Cabrillo Federal Credit Union account — Interest California Coast Credit Union account — Interest — Open Charles Scwab checking account — None Coastal Life Wealth - Roth #1 (H) Coastal Life Wealth QPRMQ — Interest iShares core S&P 500 Index ETF (IVV) {exchange traded fund) — Int/Div Coastal Life Wealth - Roth #2 (H) Coastal Life Wealth QPRMQ — Interest F (common stock) — Int/Div — Sold MGM (common stock) — Int/Div TGT (common stock) — Int/Div — Sold AAL (common stock) — Int/Div Coastal Life Wealth - IRA 21 (H) Coastal Life Wealth QPRMQ — Interest BA (common stock) — Int/Div CSCO (common stock) — Int/Div CVX (common stock) — Int/Div KMI (common stock) — Int/Div — Sold QCOM (common stock) — Int/Div — Sold TT (common stock) — Int/Div TGT (common stock) — Int/Div — Sold Ishares Core S&P 500 ETF {exchange traded fund) — Int/Div Industrial Property Trust (private investment) — Int/Div JNJ (common stock) — Int/Div — Buy JPM (common stock) — Int/Div — Buy Coastal Life Wealth - IRA 22 (H) Coastal Life Wealth QPRMQ — Interest BRKB (common stock) — Int/Div NVS (common stock) — Int/Div — Sold UPS (common stock) — Int/Div — Sold lvy Asset Strategy - WASCX (mutual fund) — Int/Div — Sold JP Morgan Equity Income - OINCX (mutual fund) — Int/Div — Sold MFS International Diversification MDIGX (mutual fund) — Int/Div — Sold American Funds EuroPacific Grotwth Fund « AEPFX (mutual fund) — Int/Div — Buy BlackRock Floating Rate Income Fund BFRIX (mutual fund) — Int/Div — Buy BlackRock High-Yield Bond Portfolio BHYIX (mutual fund) — Int/Div — Buy Edgewood Growth Fund « EGFIX (mutual fund) — Int/Div — Buy Edgewood Growth Fund « EGFIX (mutual fund) — Buy (add'l) Edgewood Growth Fund « EGFIX (mutual fund) — Sold (part) Harding Loevner Institutional Emerging HLMEX (mutual fund) — Int/Div — Buy iShares Russell 2000 Growth ETF - IWO {exchange traded fund) — Int/Div — Buy iShares Russell 2000 Value ETF - IWN {exchange traded fund) — Int/Div — Buy Templeton Global Bond Fund - TGBAX (mutual fund) — Int/Div — Buy Prudential Short-Term Corporate Bond PIFZX (mutual fund) — Int/Div — Buy PIMCO Income Fund - PONAX (mutual fund) — Int/Div — Buy Vanguard Mid-Cap Index Fund ETF - VO (exchange traded fund) — Int/Div — Buy Lege Mason Clearbnidge Appreciation SAPYX (mutual fund) — Int/Div — Buy Prudential Total Return Bond Fund PDBZX (mutual fund) — Int/Div — Buy Victory Trivalent International Small-Cap MISIX (mutual fund) — Int/Div — Buy Tweedy, Browne Global Value Fund TBGVX (mutual fund) — Int/Div — Buy Other #1 (H) Coastal Life Wealth QPRMQ — Interest Fidelity Advisor Strategic Income A (FSTAX) (mutual fund) — Int/Div Invesco Intermediate Term Municipal Income (VKLMX) (mutual fund) — Int/Div iShares Select Dividend ETF (DVY) {exchange traded fund) — Int/Div Other 22 (H) Coastal LIfe Wealth QPRMQ — Interest WDC (common stock) — Int/Div Chula Vista bond — Interest Franklin Cal Interm - FCCIX (mutual fund) — Int/Div Coastal Life Wealth IRA #5 (H) Coast] Life Wealth QPRMQ — Interest Ishares Select Dividend ETF (DVY) {exchange traded fund) — Int/Div Board Member, Association of Business Tnal Lawyers Reimbursement — Duke Law School — 09/06/2017 to 09/08:2017 — Washington DC — TAR Conference — Transportation, lodging, food, conference fees Reimbursement — Association of Business Trial Lawyers — 10/05/2017 to 10082017 — Carlsbad, CA — ABTL Annual Seminar — Transportation, lodging, food, seminar fees Spouse's income — 2017 — Artful Chefs, independant contractor salary Spouse's income — 2007 — Inside Bill's Kitchen, self-employed (personal chef) Section VII, line 25 - The Industrial Property Trust is a private investment; it doesn’t trade on a stock exchange. It does not have a symbol, but it has a cusip number of 45624207 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6523. Public record. Not legal advice.