# Charles R. Breyer

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8515

## Record

- **Judge:** Charles R. Breyer
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 9

## Text

IRA #1 (CRB)
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
Chase Bank, cash accounts — Interest
Columbia Acorn Fund (ACRNX) — Int/Div
Oppenheimer Developing Mkts (ODMAX) — Int/Div — Buy (add'l)
Dodge & Cox Income Fund (DODIX) — Int/Div — Buy (add'l)
Dodge & Cox Income Fund (DODIX) — Int/Div — Buy (add'l)
IShares Europe ETF (1EV) — Int/Div
Doubleline Total Return Fund (DBLTX) — Int/Div — Sold
Spartan US Bond Index (FSITX) — Int/Div — Sold (part)
Vanguard Portfolio Div App (VIG) — Int/Div — Sold (part)
Diamond Hill Long-Short (DIAMX) — Int/Div — Sold
Fid. Adv. Floating Rt Hi Inc. (FFRIX) — Int/Div — Buy
Am Funds EuroPac Growth (AEGFX) — Int/Div — Buy
IShares MSC EAFE Index (EFA) — Int/Div
IShares S&P North American Natural (IGE) — Int/Div
IShares Tr Russell Midcap Index (IWR) — Int/Div — Sold (part)
IShares Tr Russell 1000 Growth Index (IWF) — Int/Div
IShares Tr Russell 2000 (IWM) — Int/Div — Sold (part)
Templeton Global Bond (TPINX) — Int/Div
Fidelity Cash Reserves (FDRXX) — Int/Div — Buy
Fidelity Cash Reserves (FDRXX) “Additional ransaction” — Sold (part) — for 2017
Spartan InFlat Protect Bond (FSIYX) — Int/Div — Buy
JOINT COMMUNITY PROPERTY
Fidelity Cal Municipal Money Mkt Fund (FZBXX) — Interest
Fidelity Adv. Balanced (FABLX) — Int/Div
Vanguard Int. Term Muni Bond (VWITX) — Int/Div
IRA #2 (SRG):
Fidelity Cash Reserves (FDRXX) — Interest — Buy
Fidelity Cash Reserves (FDRXX) “Additional transaction” — Sold (part) — for 2017
Primecap Odyssey Growth (POGRX) — Int/Div — Sold (part)
Select American Shares (SLASX) — Int/Div
Templeton Global Bond Fund - Class A ({TPINX) — Int/Div
Oppenheimer Developing Mkts (ODMAX) — Int/Div
Am. Funds Euro Pacific Growth (AEGFX) — Int/Div — Buy (add'l)
Delaware Div. Income (DPDFX) — Int/Div
Diamond Hill Long-Short (DIAMX) — Sold
Dodge & Cox Income Fund (DODIX) — Int/Div
Doubleline Total Ret Bond (DBLTX) — Int/Div — Sold
IShares Europe ETF (1EV) — Int/Div
IShares MSC EAFE ETF (EFA) — Int/Div
IShares NA. Natural Res. (IGE) — Int/Div
IShares Russell 1000 Growth (IWF) — Int/Div
IShares Russell Mid-Cap (IWR) — Int/Div
IShares Russell 2000 (IWM) — Int/Div
Spartan U.S. Bond Index (FSITX) — Int/Div
Vanguard Port. Div. App. (VIG) — Int/Div
Fid Adv Floating Rt Hi Inc. (FFRIX) — Int/Div — Buy
Liability — First Republic Bank — Notes payable to banks - secured
Reimbursement — A a lide SAAS li ey ay National Institute on White Collar Crime
Reimbursement — Management & Compensation — Regulators in Settlements
Spouse's income — 2017 — City Arts & Lectures, Inc. - Salary
PART VII - Notes

1. 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 (aka 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 (see Items 27 and 35).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8515. Public record. Not legal advice.