# Richard A. Paez

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8573

## Record

- **Judge:** Richard A. Paez
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 9

## Text

Fidelity Magellan — Int/Div
Fidelity Asset Mgr 30% (IRA) — Int/Div
Fidelity Asset Mgr 20% — Int/Div — Buy (add'l)
Fidelity CA Muni MM — Int/Div — Sold (part)
Fidelity CA Muni MM — Sold (part)
Fidelity CA Muni MM — Buy (add'l)
Fidelity CA Muni MM — Buy (add'l)
Bank Hapoalin (CD) — Interest — Buy
Davita Health Care Partners Med Grp 401K) Retiremt Plan Mod Risk — Int/Div
Fidelity PAS (IRA Sp) See Note — Int/Div
Fidelity Total Bond — Int/Div — Sold (part)
Fidelity Total Bond — Sold
Pimco Total Return Adm Shs — Int/Div — Sold (part)
Pimco Total Return Adm Shs — Sold (part)
Pimco Total Return Adm Shs — Sold
Pimco Short Term Adm Shs — Int/Div — Sold
Strategic Advisers Small-mid Cap Fund — Int/Div — Buy (add'l)
Strategic Advisers Small-mid Cap Fund — Sold (part)
Strategic Advisers Val. Fund — Int/Div — Sold (part)
Strategic Advisers Val. Fund — Sold (part)
Strategic Advisers Val. Fund — Sold (part)
Strategoc Advisers Core Income Fund — Int/Div — Buy (add'l)
Strategoc Advisers Core Income Fund — Buy (add'l)
Strategoc Advisers Core Income Fund — Buy (add'l)
Strategoc Advisers Core Income Fund — Buy (add'l)
Strategoc Advisers Core Income Fund — Sold (part)
Strategoc Advisers Core Income Fund — Buy (add'l)
Strategoc Advisers Core Income Fund — Buy (add'l)
Strategoc Advisers Core Income Fund — Buy (add'l)
Strategic Advisers Core Fund — Int/Div — Buy (add'l)
Strategic Advisers Core Fund — Buy (add'l)
Strategic Advisers Core Fund — Sold (part)
Strategic Advisers Int'l Fund — Int/Div — Sold (part)
Strategic Advisers Int'l Fund — Sold (part)
Strategic Advisers Int'l Fund — Sold (part)
Strategic Advisers Int'l Fund — Sold (part)
Strategic Advisers Growth Fund — Int/Div — Sold (part)
Strategic Advisers Growth Fund — Sold (part)
Strategic Advisers Growth Fund — Sold (part)
Strategic Advisers Emerging Markets — Int/Div — Buy (add'l)
Strategic Advisers Emerging Markets — Sold (part)
FIMM Market Port Inst CL — Int/Div — Sold (part)
FIMM Market Port Inst CL — Buy (add'l)
FIMM Market Port Inst CL — Sold (part)
FIMM Market Port Inst CL — Sold (part)
FIMM Market Port Inst CL — Buy (add'l)
FIMM Market Port Inst CL — Sold (part)
Merger Fund — Int/Div — Buy (add'l)
Merger Fund — Buy (add'l)
Strategic Advisers Income Opportunities — Int/Div — Sold (part)
Templeton Global Bond Class A — Int/Div
Arden Alt Strategies Class — Int/Div — Sold (part)
Strategic Advisers Sht Duration Fund — Int/Div — Buy (add'l)
Strategic Advisers Sht Duration Fund — Buy (add'l)
Blackstone Alt. MulT: Mgr — Int/Div
Fidelity GNMA Fund — Int/Div — Buy
Board of Directors, Westen Justice Center, Pasadena, CA
Reimbursement — Berkeley Law School — September 20-23, 2005 — Berkeley, CA — Visiting junst — Travel & lodging
Income — California Judges Retirement System — S6.800.00)
Spouse's income — 2015 — Davita Health Care Partners - Salary
Part VIL Investments and Trusts (cont'd)

* Line 9 - My spouse's Davita Health Care Partners (401k) Retirement Plan is managed by Fidelity's Strategic Advisers, Ine.

* Line 10 - Fidelity Portfolio Advisory Services manages my spouse's IRA and consists of all the separate mutual funds noted on lines 11-56 (with transactions).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8573. Public record. Not legal advice.