# Marsha Siegel Berzon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7599 ## Record - **Judge:** Marsha Siegel Berzon - **Year:** 2014 - **Report type:** Annual - **Pages:** 15 ## Text BANK OF AMERICA ACCOUNTS — Interest STERLING BANK & TRUST ACCOUNTS — Interest UNION BANK ACCOUNTS — Interest COCA COLA COMPANY - COMMON STOCK — Int/Div — Sold (part) CORNING INC « COMMON STOCK — Int/Div PEPSICO INCORPORATED - COMMON STOCK — Int/Div — Sold (part) POWERSHRS QQQ TRUST SER — Int/Div — Sold (part) SPDR S&PSOOETFTR — Int/Div — Sold (part) SPDR S&PSOOETFTR — Buy (add'l) VANGUARD FTSE ETF — Int/Div — Buy (add'l) VANGUARD FTSE ETF — Buy (add'l) VANGUARD INFO TECHNOLOGY — Int/Div — Sold (part) DFA CA SHORT TERM MUNI — Int/Div — Sold (part) DFA EMERGING MKTS CORFE — Int/Div — Buy (add'l) DFA INTL SMALL CAP VALUE — Int/Div DFA INTL SMALL COMPANY — Int/Div DFA INTL VALLE PORTFOLIO — Int/Div — Buy (add'l) DFA US LARGE CAP VALLE — Int/Div — Sold (part) DFA LS MICRO CAP PORT — Int/Div DFA US SMALL CAP VALUE — Int/Div PIMCO FOREIGN BOND FUND — Int/Div PIMCO LOW DURATION FUND — Int/Div — Sold PIMCO REAL RETURN FUND — Int/Div VANGUARD CA INTER TERM — Int/Div — Sold (part) VANGUARD CA INTER TERM — Sold (part) VANGUARD EQUITY INCOME — Int/Div VANGUARD LTD TERM TAX — Int/Div — Sold (part) VANGUARD SHORT TERM TAX — Int/Div SCHWAB CA MUNI MONEY FUND (SWEEP)Y — Int/Div VERISIGHT RETIREMENT ACCT [ — Int/Div FIDELITY SMALL CAP DISCOVERY FUND — Sold (part) FIDELITY SMALL CAP DISCOVERY FUND — Buy (add'l) FIDELITY SMALL CAP DISCOVERY FUND — Sold (part) FIDELITY SMALL CAP DISCOVERY FUND*! — Sold (part) OPPENHEIMER INTERNATIONAL BOND FUND — Buy (add'l) OPPENHEIMER INTERNATIONAL BOND FUND — Buy (add'l) OPPENHEIMER INTERNATIONAL BOND FUND — Buy (add'l) OPPENHEIMER INTERNATIONAL BOND FUND * — Sold (part) PIMCO TOTAL RETURN FUND (I) — Buy (add'l) PIMCO TOTAL RETURN FUND) — Buy (add'l) PIMCO TOTAL RETURN FUND (I — Buy (add'l) PIMCO TOTAL RETURN FUND (*1 — Sold (part) VANGUARD 500 INDEX FUND (SIG) — Sold (part) VANGUARD SOO INDEX FUND (SIG) — Buy (add'l) VANGUARD SOO INDEX FUND (SIG) — Sold (part) VANGUARD SOO INDEX FUND (SIG! — Sold (part) VANGUARD S00 INDEX FUND (SIG) — Sold VANGUARD INFLATION PROTECTED SECS. FUND (INV) — Buy (add'l) VANGUARD INFLATION PROTECTED SECS. FUND (INV) — Buy (add'l) VANGUARD INFLATION PROTECTED SECS. FUND (INV) — Buy (add'l) VANGUARD INFLATION PROTECTED SECS. FUND (INV )*1 — Sold (part) VANGUARD INTERMED.-TERM BOND INDEX FUND (SIG) — Buy (add'l) VANGUARD INTERMED.-TERM BOND INDEX FUND (SIG) — Buy (add'l) VANGUARD INTERMED.-TERM BOND INDEX FUND (SIG) — Buy (add'l) VANGUARD INTERMED.-TERM BOND INDEX FUND (SIG)*) — Sold (part) VANGUARD INTERMED.-TERM BOND INDEX FUND (SIG) — Sold VANGUARD SHORT-TERM BOND INDEX FUND (SIG) — Buy (add'l) VANGUARD SHORT-TERM BOND INDEX FUND (SIG) — Buy (add'l) VANGUARD SHORT-TERM BOND INDEX FUND (SIG) — Buy (add'l) VANGUARD SHORT-TERM BOND INDEX FUND (SIG)! — Sold (part) VANGUARD SHORT-TERM BOND INDEX FUND (SIG) — Sold VANGUARD TOTAL INTL. STOCK INDEX FUND (SIG) — Sold (part) VANGUARD TOTAL INTL. STOCK INDEX FUND (SIG) — Buy (add'l) VANGUARD TOTAL INTL. STOCK INDEX FUND (SIG) — Sold (part) VANGUARD TOTAL INTL. STOCK INDEX FUND (SIG)*) — Sold (part) VANGUARD TOTAL INTL. STOCK INDEX FUND (SIG) — Sold VANGUARD SOO INDEX FUND (ADM) — Buy VANGUARD TOTAL INTL. STOCK INDEX FUND (ADM) — Buy VANGUARD INTERMED.-TERM BOND INDEX FUND (ADM) — Buy VANGUARD SHORT-TERM BOND INDEX FUND (ADM) — Buy IRA 4 — Int/Div PIMCO FOREIGN BOND FUND*1 — Sold (part) DFA INTL SMALL CAP VALLE DFA REAL ESTATE PIMCO COMMODITY REAL VANGUARD REIT SCH ADV CASH RESRV PREM SWZXX (SWEEP) IRA #2 — Int/Div DFA ONE YEAR FIXD INCM PIMCO FOREIGN BOND FUND PIMCO REAL RETURN FUND — Sold PIMCO TOTAL RETURN FUND — Sold (part) PIMCO TOTAL RETURN FUND — Sold VANGUARD INFLATION — Buy (add'l) VANGUARD SHORT TERM BD DFA COMMODITY STRATEGY — Buy (add'l) DFA REAL ESTATE — Sold (part) DFA US MICRO CAP PORT — Sold (part) DFA USSMALL CAP PORT — Buy (add'l) DFA USSMALL CAP VALUE PIMCO COMMODITY REAL — Buy (add'l) VANGUARD REIT SCH ADV CASH RESRV PREM: SWZXX (SWEEP) PIMCO LOW DURATION FUND — Buy TIAA CREF INSTL BOND — Buy VANGUARD TOTAL BOND — Buy VANGUARD FISE EFT — Buy IE CAPITAL ACCOUNT IN LAW FIRM PARTNERSHIP *2 — Interest ALLSTATE CORP - COMMON STOCK — Int/Div — Buy AMERICAN INTL GROUP - COMMON STOCK — Int/Div — Buy ANHELSER-BUSCH - COMMON STOCK — Int/Div — Buy BARD C R INC « COMMON STOCK — Int/Div — Buy BERKSHIRE HATHWAY - COMMON STOCK — None — Buy CISCO SYSTEMS « COMMON STOCK — Int/Div — Buy CISCO SYSTEMS « COMMON STOCK — Sold DEERE & CO - COMMON STOCK — None — Buy DIAGEO PLC NEW « COMMON STOCK — Int/Div — Buy FISERV INC « COMMON STOCK — None — Buy INTEL CORP - COMMON STOCK — Int/Div — Buy JOHNSON & JOHNSON - COMMON STOCK — Int/Div — Buy ROYAL BK CDA - COMMON STOCK — Int/Div — Buy UNITED TECHNOLOGIES - COMMON STOCK — Int/Div — Buy ANAHEIM CA CITY SCH DIST 4% DUE R116 — Interest — Buy CA MUN FIN AUTH REV 5% DUE wine — None — Buy CASTUNIREV S% DUE 11/1/24 — Interest — Buy CALIFORNIA ST DEPT WTR RES CEN S00 DUE 1201728 — Interest — Buy CAMPBELL CA UN HS DIS 5% DUE R128 — None — Buy CONTRA COSTAWTR DI — Interest — Buy CONTRA COSTAWTR DI — Redeemed FREMONT CA UNI SCH DIST ALA 4% DUE 8/1/16 — Interest — Buy HAWAII STHWY REV 1.2% DUE 1/1/17 — None — Buy IMPERIAL CA IRR DIS WTR SY 4% DUE TR — Interest — Buy LAGUNA BEACH CA UNI SCH DIS 4% DUE 5/15/20 — Interest — Buy LONG BEACH CA HBR REV 5% DUE S520 — Interest — Buy LOS ANGELES CA SANTN D 5% DUE 11/18 — Interest — Buy LOS ANGELES CA WASTEWTR SYS 3% DUE &1/1S — Interest — Buy LOS ANGELES COMTA — Interest — Buy LOS ANGELES COMTA — Redeemed NOVATO — Interest — Buy NOVATO — Redeemed ORANGE CA SANTN WASTEW 5% DUE 2120 — Interest — Buy PERALTA CA CMNTY COLLEGE DI 5% DUE 8/125 — None — Buy ROWLAND CA UNI SCH DIST 3% DLE R118 — Interest — Buy SO.CAL PUB PWR AUTH PROJ 4% DUE TUIR — Interest — Buy SO. CAL PUB PWR AUTH TRANS PROJ 90 DUE 7/1/19 — Interest — Buy SACRAMENTO CA UNI SCH DIS 5% DUE 7124 — Interest — Buy SACRAMENTO CNTY SANTN DI 5% DUE 12/1/16 — Interest — Buy SAN BERNARDINO CA TRAN 4% DUE 31721 — Interest — Buy SAN DIEGO CA PUB FACS FING 5% DUE 5/15/17 — Interest — Buy SAN DIEGO CNTY CA REGL TRAN 5% DUE 4/1/16 — Interest — Buy SAN DIEGO CNTY CA WTR AUTH £259 DUE S/1/18 — Interest — Buy SAN FRAN CA BART 5% DUE 7717.20 — Interest — Buy VENTURA CA CMNTY COLLE 5% DUE R126 — Interest — Buy VENTURA CA UNI SCH DIS 4% DUE R116 — Interest — Buy WHITTIER CA UN HS DIS 2% DUE R116 — None — Buy Reimbursement — COLUMBIA UNIVERSITY — 09/2602013-00/30/20 1 - — NEW YORK. NY — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS Reimbursement — CORNELL LAW SCHOOL — 1172002014-11/23/201 — ITHACA, NY — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS Reimbursement — EUROPEAN UNIVERSITY INSTITUTE. FLORENCE — 10/23/2014: 10/24/20) « — FLORENCE. ITALY — EDUCATIONAL ACTIVITIES — TRAVEL, LODGING, MEALS Income — 2014 — UC HASTINGS COLLEGE OF THE LAW - TEACHING — S3.468.00 *1 SALES 9/03/14 AND 9/10/14 MADE TO MEET J REQUIRED MINIMUM DISTRIBUTION (RMD). *2 THE EARNINGS REPORTED IN PART VII REPRESENT THE J DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME. *3 INTEREST CALCULATED ON BACK PAY IN BARKER ET AL V. UNITED STATES, CASE No. 1:12-cv-00826 (Fed.Cl.) *4 1 WAS ONE OF SEVEN NAMED PLAINTIFFS IN BARKER et al V. UNITED STATES, CASE No. 1:12-cv-00826 (Fed Cl), BROUGHT TO CHALLENGE THE DENIAL OF ARTICLE I JUDGES’ COST-OF-LIVING ADJUSTMENTS (COLAs) OVER MULTIPLE YEARS, ATTORNEY FEES AND COSTS WERE EXPENDED DURING 2014 IN THE TOTAL AMOUNT OF $45,265 ON A PRO BONO BASIS BY THE LAW FIRM OF SUSMAN GODFREY, LLP, SEATTLE, WA 98101 WHO SERVED AS PLAINTIFFS' COUNSEL WITHOUT COMPENSATION OR REIMBURSEMEN FROM ME OR THE OTHER PLAINTIFFS. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7599. Public record. Not legal advice.