Form A010 - Financial Disclosure Report Nomination Filing Page 13
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13FINANCIAL STATEMENT
NET WORTH SCHEDULES
Listed Securities
$
California municipal bonds
32,321
Chino Basin Regional Financing Authority municipal bond
21,099
Los Angeles Department of Water & Power municipal bond
15,765
Los Angeles Unified School District municipal bond
33,001
San Joaquin Hills Transportation Corridor Agency municipal bond
18,965
Santa Clara Water Utilities System municipal bond
21,251
Berkshire Hathaway Inc. stock
177,345
Fidelity Institutional Money Market Fund
12,268
Fidelity Spartan Extended Market Index Fund
16,826
Fidelity Spartan Total Market Index Fund
15,031
Invesco Charter Fund
16,047
$
iShares IBoxx
Investment Grade Corporate Bond Fund
23,969
iShares S&P California AMT-Free Municipal Bond Fund
31,744
Northern Trust S&P 500 Index Fund
32,138
Northrop Grumman Large U.S. Equity Fund
90,124
RevenueShares Small Cap ETF Fund
101,102
ScholarShare Passive Growth Investment Portfolio
62,275
SSgA S&P Mid Cap Index Fund
6,833
T. Rowe Price Institutional Small-Cap Stock Fund
46,707
Vanguard 500 Index Fund
1,490,586
Vanguard Emerging Markets Stock Index Fund
163,455
Vanguard European Stock Index Fund
55,725
Vanguard International Growth Fund
104,390
Vanguard International Value Fund
101,111
Vanguard Prime Money Market Fund
864,831
Vanguard Small-Cap Index Fund
6,964
91,471
Vanguard Target Retirement 2030 Fund
34,987
Vanguard Tax-Managed International Fund
Vanguard Total International Stock Index Fund
762,471
314,309
Vanguard Total Stock Market Index Fund
26,508
Vanguard U.S. Growth Fund
29,844
Vanguard Value Index Fund
$
Total Listed Securities
4,821,463
Real Estate Owned
$
1,192,000
Personal residence
53,333
Rental property (1112 ownership)
$
1,245,333
Total Real Estate Owned
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