# Edward John Davila

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7279

## Record

- **Judge:** Edward John Davila
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

Bank of America — None
Santa Clara County Federal Credit Union Accounts — Interest
Chase Bank Account — Interest
Investment Property, Sunnyvale, CA — None
Utah Educational Savings Plan 529: Static Option A — Int/Div — Buy (add'l) — Note In Part VII
H)ICMA - RC 457 Deferred Compensation Plan
VT Plus Fund — Int/Div — Sold — Note In Part VII
T Rowe Price Instl Large-Cap Growth — Int/Div — Sold — Note In Part VIII
H) Pershing Account #1
Pershing Govt Account - Money Market Fund — Int/Div
AMCAP Fund Class A. Mutual Fund — Int/Div
American Balanced Fund Class A, Mutual Fund — Int/Div
American High Income Trust Class A, Mutual Fund — Int/Div
The Bond Fund of America Class F-2, Mutual Fund — Int/Div — Note in Part VII
Capital Income Builder Fund Class A. Mutual Fund — Int/Div
Capital World Bond Fund Class F-2, Mutual Fund — Int/Div — Note mn Part VII
Capital World Growth and Income Class F<2. Mutual Fund — Int/Div — Note in Part VII
Fundamental Investors Class A, Mutual Fund — Int/Div
The Growth Fund of America Class A — Int/Div
Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorpLdr 100) — Int/Div
The Income Fund of America Class A, Mutual Fund — Int/Div
International Growth and Income Fund Class A, Mutual Fund — Int/Div
The Investment Company of America Class A. Mutual Fund — Int/Div
New Perspective Fund Class A, Mutual Fund — Int/Div
Carter Validus REIT — Int/Div
KBS Real Estate REIT — Int/Div
H) Pershing Account #2
Franklin Dynatech Fund Class A. Mutual Fund — Int/Div
H) Pershing Account #3
Pershing Federated Government Reserves Money Market — Int/Div
Baron Growth Fund, Mutual Fund — Int/Div
Dodge & Cox Stock Fund, Mutual Fund — Int/Div
H) Savings Plus 457 Plan
Target Date Fund - 2020 — None — Buy (add'l) — Note mm Part VII
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Target Date Fund - 2020 — Buy (add'l)
Chase Private Client Accounts — Interest
H) County of Santa Clara Deferred Compensation Plan — Note in Part VII
Fidelity TRP Inst LeCap Grth — None — Open — Note im Part VII
Fidelity Vantage Plus R10 — None — Open — Note m Part VII
Member, Law Advisory Board, Santa Clara University
Gift — Eastwood DIY Legends Contest — Gift Card — $3,000.00
Liability — Bank of America — Credit Card
Liability — Chase Bank — Mortgage on Sceond Property #1, Sunnyvale, CA
Liability — Amencan Express — Credit Card
Liability — Capital One — Credit Card
Liability — Chase — Credit Card
Income — 27 — Cahforma Public Emplovees Retirement System - Pension — S34. 810.00
Spouse's income — 2017 — Califorma Public Emplovees Retirement System « Pension
Spouse's income — 2007 — County of Santa Clara - Salary
Spouse's income — 32007 — State of Calitorma - Salary
Part VII Investments and Trusts:

Line §, Column A: Utah Educational Savings Plan 529 - Static Option A: Utah Public Treasurers Investment Fund (no control)

Line 5, Column D: Utah Educational Savings Plan 529 - $300.00 contributions made to the account on a bi-weekly basis (did not add line-by-line detail of these

transactions). Total value of all contributions for 2017 recorded in column D3.

Lines 6, 7, 8: ICMA RC 457 Deferred Compensation Plan was transferred through a new contract with the County to Fidelity Investments - County of Santa Clara

Deferred Compensation Plan (see new account info on line 36, 37, 38).

Lines 14, 16, 17: Class conversions from Class A to Class F-2 shares done mternally through Pershing on 7/27/2017.

Lines 33-45: Savings Plus 457 Plan - $2,000.00 contributions made to the Target Date Fund 2020 on a monthly basis. All monthly detail added to column D.

Lines 36, 37, 38: New account - Fidelity Investments - County of Santa Clara Deferred Compensation Plan (see old account ICMA RC 457 Deferred

Compensation Plan lines 6, 7, 8).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7279. Public record. Not legal advice.
