# Donna M. Ryu

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9987

## Record

- **Judge:** Donna M. Ryu
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 8

## Text

Brokerage Account - Indv
Dimensional Funds Investment Grade Bond (DFAPX) — Int/Div — Sold (part)
Dimensional Funds Inestment Grade Bond (DFAPX) — Sold
Dimensional Funds Emerging Market (DFEVX) — Int/Div
Dimensional Funds Int'l Value (DFIVX) — Int/Div — Buy
Dimensional Funds US Large Value (DFLVX) — Int/Div — Sold (part)
Dimensional Funds US Large Value (DFLVX) — Sold (part)
Dimensional Funds US Large Value (DFLVX) — Sold (part)
Dimensional Funds US Large Value (DFLVX) — Sold (part)
Dimensional Funds US Small Value (DFSVX) — Int/Div — Sold (part)
Dimensional Funds US Small Value (DFSVX) — Sold (part)
Dimensional Funds Int'l Small Value (DISVX) — Int/Div — Sold (part)
Dimensional Funds Inter Term Bond (DFTEX) — Int/Div — Buy
Dimensional Funds Inter Term Bond (DFTEX) — Sold (part)
Money Market Fund (SWSXX) — Int/Div
Brokerage Account - SEP IRA
Money Market Fund (SWSXX) — Int/Div
Dimensional Funds Investment Grade Bond (DFAPX) — Int/Div — Buy
Dimensional Funds Investment Grade Bond (DFAPX) — Sold
Dimensional Funds Emerging Market (DFEVX) — Int/Div — Buy
Dimensional Funds Int'l Value (DFIVX) — Int/Div — Buy
Dimensional Funds US Large Value (DFLVX) — Int/Div — Sold (part)
Dimensional Funds US Small Value (DFSVX) — Int/Div — Sold (part)
Dimensional Funds Int'l Small Value (DISVX) — Int/Div — Sold (part)
Dimensional Funds Int'l Small Value (DISVX) — Buy
Dimensional Funds Inter Term Bond (DFTEX) — Int/Div — Buy
Brokerage Account - Roth IRA
Money Market Fund (SWSXX) — Int/Div
Dimensional Funds Global Allocation (DGSIX) — Int/Div — Sold
Dimensional Funds Selectively Hedged (DSHGX) — Int/Div — Sold
Dimensional Funds Inter Term Bond (DFTEX) — Int/Div — Buy
Dimensional Funds Global Equity (DGEIX) — Int/Div — Buy
University of California CAP
Fixed Account (no selection of funds available) — Interest
529 College Savings Plan
Age Based Portfolio - 18 & Over Index — hy
Wells Fargo Bank Accounts — Int
Provident Credit Union Accounts — Int/Div
ING Direct Accounts — Int/Div
S10.
Co-Trustee, Revocable Trust Agreement re family member's estate
Agreement — 2002 — University of California Retirement Plan (pension on retirement)
Reimbursement — Section of Labor & Employment Law — Mar rr. — Midwinter conference — aA TIL I ire
Part |, and Part VIL

Part 1:

Line I: Trust for the benefit of fumily member,

-1 am not the owner or grantor of the trust, | am solely the co-trustee of a revocable trust created for the benefit of a familty member.

-I am a co-trustee for the convenience of my family member, and | have not received any income through the trust or trust assets. In an abundance of caution, |

had previously listed the trust property (my mother's house) in Section VIL, but that have since been instructed not to list the house in Section VII, since it is not an

investment, and 1 do not receive any income of any kind from the house or the trust,

Patil:

Lines 3-37: The University of California Capital Accumulation Provision (CAP) account is a supplemental benefit plan held by the University of California. | have

no input in selecting how these funds are invested.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9987. Public record. Not legal advice.