# Charles R. Breyer

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6535

## Record

- **Judge:** Charles R. Breyer
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Pacific Gas & Electric. common stock — Int/Div
First Niagara Group, common stock — Int/Div
US. Bancorp, common stock — Int/Div
U.C. Hastings Retirement Savings Plan — Int/Div
Protective Life Insurance whole life plan — Int/Div
First Republic Bank, cash accounts — Interest
IRA #1 (CRB)
Pnmecap Odyssey Growth (POGRX) — Int/Div
Columbia Acorn Fund (ACRNX) — Int/Div
Oppenheimer Developing Mkts (ODMAX) — Int/Div — Sold (part)
Dodge & Cox Income Fund (DODIX) — Int/Div — Buy (add'l)
Dodge & Cox Income Fund (DODIX) — Sold (part)
Dodge & Cox Income Fund (DODIX) — Int/Div — in from IRA 0
IShares Europe ETF (IEV) — Int/Div — Sold (part)
Delaware Div Income (DPDFX) — Int/Div — in from IRA Fel
Spartan US Bond Index (FSITX) — Int/Div — Sold
Vanguard Portfolio Div App (VIG) — Int/Div — in from IRA #2
Am Funds Growth F Am (GFAFX) — Int/Div — in from IRA #2
Nuveen Hi YId Muni (NHMAX) - convert 10 INHMRX) — Int/Div — Buy
Nuveen Hi Yid Muni (NHMAX) — Int/Div — in from IRA Fe)
Fid. Adv. Floating Rt Hi Inc. (FFRIX) — Int/Div — in from IRA #2
Am Funds EuroPac Growth (AEGFX) — Int/Div — in from IRA #2
IShares MSCI EAFE Index (EFA) — Int/Div — in from IRA #2
Shares S&P North American Natural (IGE) — Int/Div — Sold
IShares Tr Russell Midcap Index {IWR) — Int/Div — in from IRA #2
IShares Tr Russell 1000 Growth Index (IWF) — Int/Div — in from IRA #2
IShares Tr Russell 2000 (IW M) — Int/Div — in from IRA #2
Templeton Global Bond (TPINX) — Int/Div — Sold (part)
Templeton Global Bond (TPINX) — Int/Div — in from IRA #2
Fidelity Cash Reserves (FDRXX) — Int/Div
Fidelity Cash Reserves (FDRXX) — Sold (part)
Fidelity Cash Reserves (FDRXX) — Sold (part) — 2018
Spartan InFlat Protect Bond (FSIYX) (New Name FIPDX) — Int/Div
JOINT COMMUNITY PROPERTY
Fidelity Cal Municipal Money Mkt Fund (FZBXX) — Interest — Sold (part)
Fidelity Cal Municipal Money Mkt Fund (FZRXX) — Interest — Sold (part)
Fidelity Adv. Balanced (FABLX) — Int/Div — Sold
Vanguard Int. Term Muni Bond (VWITX) — Int/Div — Sold
IRA #2 (SRG) - Account Closed 10/25/18
Fidelity Cash Reserves (FDRXX) — Interest — with line 7) — to IRA #1]
Fidelity Cash Reserves (FDRXX) — with line 7) — to IRA #1
Primecap Odyssey Growth (POGRX) — None — with line 7) — to IRA #1]
Select American Shares (SLASX) — None — Sold
Templeton Global Bond Fund - Class A ({TPINX) — Int/Div — with line 7) — to IRA #1]
Oppenheimer Developing Mkts (ODMAX) — with line 7) — to IRA #1
Am, Funds Euro Pacific Growth (AEGFX) — Int/Div — with line 7) — to IRA #1]
Delaware Div. Income (DPDFX) — Int/Div — with line 7) — to IRA #1
Dodge & Cox Income Fund (DODIX) — Int/Div — with line 7) — to IRA #1]
IShares Europe ETF (1EV) — Int/Div — with line 7) — to IRA #1
IShares MSC1 EAFE ETF (EFA) — Int/Div — with line 7) — to IRA #1]
IShares NA. Natwral Res. (IGE) — Int/Div — with line 7) — to IRA #1
IShares Russell 1000 Growth (IWF) — Int/Div — with line 7) — to IRA #1]
IShares Russell Mid-Cap (IWR) — Int/Div — with line 7) — to IRA #1
IShares Russell 2000 (IWM) — Int/Div — with line 7) — to IRA #1]
Spartan U.S. Bond Index (FSITX) — Int/Div — Sold
AmFunds - Growth of Am (GFAFX) — Int/Div — Buy
AmFunds - Growth of Am (GFAFX) — with line 7) — to IRA #1
Vanguard Port. Div. App. (VIG) — Int/Div — with line 7) — to IRA #1]
Fid Adv Floating Rt Hi Inc. (FFRIX) — Int/Div — with line 7) — to IRA #1]
Nuveen Hi Yid Muni (NHMAX) — Int/Div — Buy
Nuveen Hi Yid Munt INHMAX) — Int/Div — with line 7) — to IRA #1]
Spouse's income — 2018 — City Arts & Lectures, Inc. - Salary
I. All dividends (both regular and capital gain) were reinvested for the mutual funds shown on Part VII, which results in a minor increase in the number of

shares held.

2. IRA #1 and IRA #2 require an annual minimum distribution (ska RMD) after age 70.5. Various holdings are sold (in whole or in part); the proceeds are

added to Fidelity Cash Reserves (FDRXX), and the required distribution is made from there.

3. Account holder of IRA #2 passed away 9/25/18. All assets transferred to IRA #1.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6535. Public record. Not legal advice.