Sheri N. Pym

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 79

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Land Group, LLC
  • Federal Bar Association, Inland Empire Chapter
  • Estate of relative #1
  • American Youth Soccer Organization, Claremont Region 3
  • Columbia University Press -- book review fee

As filed

Vanguard Prime Money Market Fund — Int/Div

Vanguard Rollover IRA — Int/Div

Vanguard Capital Opportunity Fund Adm

Vanguard Growth Index Fund Adm

Vanguard STAR Fund

Vanguard U.S. Value Fund

Vanguard Roth IRA #1 — Int/Div

Vanguard Explorer Fund Inv

Vanguard Small-Cap Index Fund Adm

Vanguard Roth IRA #2 — Int/Div

Vanguard Total Stock Market Index Fund Inv

Vanguard Windsor 11 Fund Inv

Claremont University Consortium 403(BK7) Plan — Int/Div

Vanguard Intemational Growth Fund Inv

Vanguard LifeStrategy Growth Fund — Buy (add'l)

Vanguard LifeStrategy Growth Fund — Buy (add'l)

Vanguard STAR Fund

Vanguard Windsor 11 Fund Inv

Vanguard 500 Index Fund Inv

Pomona College Academic Retirement Plan — Int/Div

CREF Growth Fund

CREF Equity Index Fund

CREF Global Equities Fund

Vanguard Total Stock Market Index Institutional Fund — Buy

Vanguard Target Retirement 2030 Fund

Vanguard Total Stock Market Index Signal Fund — Sold

Northwestern Mutual Variable Life Insurance #1 — Int/Div

Northwestern Mutual Index S00 Stock Fund (MSA)

Northwestern Mutual Mid Cap Growth Stock Fund (MSA)

Northwestern Mutual Variable Life Insurance #2 — Int/Div

Northwestern Mutual Growth Stock Fund (MSA)

Northwestern Mutual Index 400 stock Fund (MSA)

Vanguard UGTMA Account #1 — Int/Div

Vanguard Lifestrategy Moderate Growth Fund

Vanguard UGTMA Account #2 — Int/Div

Vanguard Lifestrategy Moderate Growth Fund

Vanguard Education Savings Account #1 — Int/Div

Vanguard Explorer Fund Inv

Vanguard STAR Fund

Vanguard Education Savings Account #2 — Int/Div

Vanguard Small-Cap Growth Index Fund

College Savings lowa 529 Plan #1 — None

Vanguard Growth Age-Based Track Growth Portfolio — Sold

Vanguard Growth Age-Based Track Moderate Growth — Buy

College Savings lowa 529 Plan #2 — None

Vanguard Growth Age-Based Track Growth Portfolio — Buy (add'l)

University of California Retirement Savings Program — Int/Div

UC Savings Fund

Putnam UGTMA Account £1] — Int/Div

Putnam Dynamic Asset Allocation Balanced Fund

Putnam Dynamic Asset Allocation Growth Fund

Putnam UGTMA Account #2 — Int/Div

Putnam Dynamic Asset Allocation Balanced Fund

Putnam Dynamic Asset Allocation Growth Fund

Virginia 529 College Savings Plan #1 — Int/Div

American Funds Bond Fund of America

American Funds Capital World Growth and Income Fund

American Funds Growth Fund of America

American Funds New Perspective Fund

American Funds Washington Mutual Investors Fund

Virginia 529 College Savings Plan #2 — Int/Div

American Funds Bond Fund of America

American Funds Capital World Growth and Income Fund

American Funds Growth Fund of America

American Funds New Perspective Fund

American Funds Washington Mutual Investors Fund

Franklin Templeton 529 College Savings Plan #1 — None

Templeton Growth 529 Portfolio

Franklin Growth 529 Portfolio

Franklin Small Mid Cap Growth 529 Portfolio

Mutual Shares 529 Portfolio

S&P S00 Index 529 Portfolio

Franklin Templeton 529 College Savings Plan #2 — None

Founding Funds 529 Portfolio

Schwab bank account (X) — Interest

Chase bank account — Interest

Real property in San Juan County, WA (X) — None

Real property in Shoreline, WA — None — Sold — Land Group, LLC

Chase bank account for estate of relative #1 — None

Honorary Board Member, Federal Bar Association, Inland Empire Chapter

Personal Representative, Estate of relative #1

Board Member and GU 1 2 Division Commissioner, American Youth Soccer Organization, Claremont Region 3

Spouse's income — 2013 — Columbia University Press -- book review fee

1) Part VII, line 75 -- this Schwab account was previously held, but was not reportable in prior years due to account value and income.

2) Part VII, line 77 «= this property was appraised on 10/23/2012, and the value shown reflects my interest in the whale,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.