# Edward John Davila

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8578

## Record

- **Judge:** Edward John Davila
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Target Date Fund - 2020 — None — Buy (add'l)
Bank of America — None
Santa Clara County Federal Credit Union Accounts — Interest
Chase Bank Account — Interest
Investment Property, Sunnyvale, CA — None
Investment Property, Mountain View, CA xX) — None — Note In Part VII
H) Utah Educational Savings Plan 529
Static Option A — Int/Div — Buy (add'l) — Note In Part VII
Static Option A — Int/Div — Buy (add'l) — Note In Part VIII
Static Option A — None — Sold (part) — Note In Part VII
H) Pershing Account #1
Pershing Govt Account - Money Market Fund — Int — Closed — Note In Part VII
Insured Cash Account Program - FIC Insured Bank Deposits — Int/Div — Open — Note In Part VIII
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
Capital Income Builder Fund Class A. Mutual Fund — Int/Div
Capital World Bond Fund Class F-2, Mutual Fund — Int/Div
Capital World Growth and Income Fund Class F-2. Mutual Fund — Int/Div
Fundamental Investors Class A, Mutual Fund — Int/Div
The Growth Fund of America Class A, Mutual Fund — Int/Div
Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorplLdr 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 — Closed — Note In Part VII
Bank Deposit Sweep Program, FDIC Insured Bank Deposits — Int/Div — Open — Note ln Part VIII
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 In Part VII
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Chase Private Client Accounts — Interest
H) County of Santa Clara Deferred Compensation Plan
Fidelity TRP Inst LeCap Gith — Int/Div
Fidelity Vantage Plus R10 — None
Member, Law Advisory Board, Santa Clara University
Liability — Bank of America — Credit Card
Liability — Chase Bank — Mortgage on Investment Property, Sunnyvale, CA
Liability — Amencan Express — Credit Card
Liability — Capital One — Credit Card
Liability — Chase Bank — Credit Card
Income — 2018 — Cahforma Public Emplovees Retirement System - Pension — S35.465.00
Spouse's income — 2018 — Califorma Public Emplovees Retirement System « Pension
Spouse's income — 2018 — County of Santa Clara - Salary
Spouse's income — 2018 — State of Calitorma - Salary
Part VII Investments and Trusts:

Line 5: Investment Property, Mountain View, CA - Added as a joint tennant on family owned property in August 2018,

Line 7: Utah Educational Savings Plan 529 - Static Option A: Utah Public Treasurers Investment Fund (no control)

Line 7 Column D: Utah Educational Savings Plan 529 - $300.00 contributions made to the account on a bi-weekly basis through 10/22/18 (did not add line-by-line

detail of these transactions), Total value of all contributions for 2018 recorded in column D3.

Line §, Column D: Utah Educational Savings Plan 529 - Bi-weekly contribution amount changed to $416.00 begining on 11/05/18 (did not add line-by-line detail

of these transactions). Total value of all contributions for 201% recorded in column D3.

Line 9, Column D: Utah Education Savings Plan 529 - Withdrawal taken from account to pay tuition expenses,

Lines 11 & 12: Pershing conversion from Government Account Money Market Fund to Insured Cash Account Program FDIC Insured Bank Deposits on 6/28/18

(no control)

Lines 32 & 33: Pershing conversion from Federated Government Reserves Money Market Fund to Bank Deposit Sweep Program FDIC Insured Bank Deposits on

6/28/18 (no control)

Lines 37 - 48: 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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8578. Public record. Not legal advice.
