Atsushi Wallace Tashima
2017Annual
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What was filed
13
investments
0
positions
0
gifts
0
agreements
1
debts
2
reimbursements
2
income
0
spouse income
Named parties
- JP Morgan Chase, NY (successor to ) Washington Mutual)
- FBA - Fresno
- FBA - Phoenix
- Thomson Reuters, Eagan, MN - Royalties
As filed
Dreyfus Liquid Asset Fund — Int/Div
John Hancock Money Market — Int/Div
W.L. Morgan Growth Fund { Vanguard) — CG
Vanguard Windsor Il Fund — CG
Hendricks Villa, Inc.. common — Int/Div
Citibank Checking (2) — Interest
Citibank - Savings — Interest
Rental Prop. #2, LA, CA Appraisal Date Dec. 17,2003 — Reat
Bank of America - closed 2016
JP Morgan Chase — Interest
Promissory Note (S, as Trustee) for sale of stock, as Trustee. Names — Interest
of Debtors are Christopher Tashima and Jonathan Tashima
Golden State Scholurshare Trust (S) Jason Perez. Beneficiary — Int/Div
Liability — JP Morgan Chase, NY (successor to ) Washington Mutual) — Mortgage on imvestment property (1)
Reimbursement — FBA - Fresno — April 25-28, 2017 — Yosemite — FBA Meeting — Travel, lodging, meals
Reimbursement — FBA - Phoenix — February 22-23, 2017 — Phoenix — FBA Mecting — Travel, lodging, meals
Income — 32717 — Thomson Reuters, Eagan, MN - Royalties — $29,795.00
Income — 29/28/17 — Thomson Reuters, Eagan, MN - Royalties — $26,136.00
All of the assets listed in Part VII, lines 11-13, are held by my [Ji] as trustee (or otherwise in a trust capacity) and | have no beneficial interest in said assets.
With respect to the assets listed in Part VII, line 13, the name of the plan and portfolio option are: Scholarshare 529, Passive Age-Based Portfolio (no control),
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