# Susan Yvonne Illston

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6977

## Record

- **Judge:** Susan Yvonne Illston
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

Schwab Inst'l Rollover IRA
Aberdeen Emerging Markets Fund — Int/Div
Akre Focus Fund — None
Alphabet, Inc. Google — None
Capital One — Int/Div — Buy
Comcast — None
Devon Energy — Int/Div — Buy
Dodge & CDX Income Fund — Int/Div
Dodge & CDX International — Int/Div — Buy
Dodge & CDX International — Buy (add'l)
Emerson Electric — None — Sold
FPA Crescent Fund — None — Sold
General Electric — Int/Div — Sold (part)
General Electric — Sold (part)
General Motors — Int/Div
GS Bond Fund Inst — Int/Div
Halliburton — Int/Div
Harbor Cap Appreciation Fund — Int/Div
Harbor International Fund — Int/Div
Ishares Biotech Fund — Int/Div
LP. Morgan — Int/Div — Sold
Johnson and Johnson — Int/Div — Sold (part)
Loomis Sayles Bond Fund — Int/Div — Sold (part)
Loomis Sayles High Income — None — Sold
Lord Abbett Bond — Int/Div — Buy
Matthews China Small Company Fund — Int/Div
Matthews Pacific Tiger Fund — Int/Div
Metlife — Int/Div
Microsoft — Int/Div
Oaktree Cap. Group — Int/Div — Buy
Oracle Corp. — Int/Div
Osterweis Strategic Inc. Fund — Int/Div
Range Resources — Int/Div — Sold
Roche ADR — None — Sold
Roche ADR — Buy
Roche ADR — Sold
Schlumberger LTD — Int/Div
Schroder International Multicap — None — Sold
Schwab Advisor Standard (Cash) — Int/Div
Sequoia Fund — None — Sold (part)
Sequoia Fund — Sold
Teva Pharm — Int/Div — Buy
Tweedy Browne Global — Int/Div
Walt Disney — None — Buy
Wells Fargo & Co. — Int/Div — Buy
Wells Fargo & Co. — Buy (add'l)
Wells Fargo & Co. — Buy (add'l)
11. Schwab One Brokerage Inst'l
Akre Focus Fund — None
Allergan Inc — None — Buy
Allergan Inc — Buy (add'l)
Allergan Inc — Buy (add'l)
Allergan Inc — Buy (add'l)
Allergan Inc — Buy (add'l)
Allergan Inc — Buy (add'l)
Antero Resources — None — Buy
Apple Computer — Int/Div — Buy
Baron Emerg. Mrkt — None
Cisco Systems — Int/Div — Sold
First Eagle Gold FD — None — Buy
General Motors — Int/Div
GS Gold Mine Linked Note 2016 — None — Redeemed
Kinder Morgan Inc — Int/Div — Buy
Kinder Morgan Inc — Buy (add'l)
Oaktree Cap. Grp. — Int/Div — Buy
Oaktree Cap. Grp. — Sold
Pear Tree Polaris — None — Buy
Qualcomm — Int/Div — Buy
Qualcomm — Sold (part)
Qualcomm — Sold (part)
Range Resources — None — Sold
Schwab Muni Money Fund — Int/Div
Time Wamer — Int/Div — Sold (part)
111 Schwab SEP IRA
Apple Computer — Int/Div — Buy
Baron Emerging Markets — Int/Div — Buy
Schwab Cash Reserves Money Market Account — Int/Div
Third Avenue Real Estate — Int/Div — Sold
T Rowe Price Inst — Int/Div — Buy
T Rowe Price Inst — Buy (add'l)
Vanguard Corp. Bond ETF — Int/Div — Sold
IV. Schwab Living Trust
DOMIX — Int/Div — Buy (add'l)
DOMIX — Int/Div — Sold (part)
PARMX — Int/Div
PRBLX — Int/Div — Buy (add'l)
PXWIX — Int/Div
SWZXX (Cash Reserves Money Market Fund) — Int/Div
VFTSX — Int/Div
Citibank account — Interest
Northwestern Mutual Life Insurance Assets
Northwestern Mutual Life Annuity — Interest
Northwestern Mutual Life mms Insurance — None
Northwestern Mutual Life pm Annuities — istnbution
Northwestern Mutual Life Insurance Trust — None
Chase Bank Account — Interest
Wells Fargo Bank Account — Interest
Provident Federal Credit Union — Interest
Board of Govemors, Association of Business Tnal Lawyers, Northern California
Custodian, Children's Insurance Policies
Liability — Chase — Credit Cards
Liability — Citibank — Credit Cards
Liability — Schwab Bank — Credit Cards
Liability — Wells Fargo — Credit Cards
Liability — American Express — Credit Cards
Reimbursement — American Bar Association- Section of Antitrust Law — 4/5/16-4/8/16 — Washington, DC — Educational seminar or program — Travel, food, and lodging reimbursement
Reimbursement — University of Miami School of Law — 11300 1612/84/16 — Mam, FL — bducational seminar or program — Travel, food, and lodging reimbursement
On September 19, 2017, the Committee sent me a letter highlighting certam issues regarding my 2016 financial disclosure report. In response, | am filing this

amended report, which includes the change to Part VII discussed below.

Part VII, line 88. The description of asset has been amended to reflect that this is a money market fund.

I am simultaneously filing amended 2014 and 2015 reports to address the other issues highlighted by the Committee's letter.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6977. Public record. Not legal advice.
