John A. Mendez
2013Annual
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What was filed
16
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Sacramento County Department of Health and Human Services-salary
- Fall Creek Counseling Associates--salury
As filed
Cash/Money Market Fund, Morgan Stanley — Interest
Countrywide mortgage and asset backed securities — Interest
Small Cap Equity Legg Mason Mutual Fund — hvy
Clearbridge All Cap Value C — Int/Div — from line 4)
Clearbridge Large Cap Growth C — Int/Div — from line 4)
Clearbridge Mid Cap Core C — Int/Div — from line 4)
General Motors Acceptance Corp, corporate bond — Interest — Sold
TRAK Morgan Stanley Mutual Funds — Int/Div — Buy
Sallie Mae Certificate of Deposit — Interest
Sacramento Municipal Utility Dist. Muni Bond — Interest
Morgan Stanley (IRA )--cush equivalents — Interest
Wells Fargo Bank Accounts — Interest
Morgan Stanley 529 College Savings Plan — Interest
Legg Mason SCH CH BAL 50/50 A4
Legg Mason SCH CH BAL 50/50 B4
Legg Mason SCH CH BAL 50/50 C4
Spouse's income — 2013 — Sacramento County Department of Health and Human Services-salary
Spouse's income — 2013 — Fall Creek Counseling Associates--salury
Line 17 in Part VIL Investments and Trusts lists for the first time "Morgan Stanley 529 College Savings Plan". The assets m this Plan are listed on lines 18, 19 and
20. This account was opened on 11/17/09 and, therefore, should have been listed on my 2009, 2010, 201 1 and 2012 Financial Disclosure Statements. The account
is not controlled by me but is controlled by FE for the benefit of [0 1 did not intentionally omit this account from Part VII in my prior reports but
incorrectly believed that it did not have tw be listed since it was not controlled by me,
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