IZ NONE (No reportable non-investment income.) [Z NONE (No reportable non-investment income.) IZ NONE (No reportable reimbursements.

Transcription

1 Brewster_Rudi_M

2 Page 2of9 Brewster, Rudi M. 05/06/2009 ll. NON-NVESMEN N CO ME. (Reporring i11tlivit/11al anti sp1111se; see pp offiling instr11cti11ns.). Filer's Non-nvestment ncome Z NONE (No reportable non-investment income.) SOURCE ND YPE NCOME (yours, not spouse's) l. 3. B. Spouse's Non-nvestment ncomc - fyo11 were marrietl tluring any portion of the reporting year, complete this section. (Dollar amount not required except }i.>r lwnoraria.) [Z NONE (No reportable non-investment income.) SOURCE ND YPE. 3_ V. REMBURSEMENS - transp ortation, 1"tlging.foot/, entertainmen (ncludes those to spouse and dependent children; see pp ofjiling instructions.) Z NONE (No reportable reimbursements.) SOURCE DES OCON PURPOSE EMS PD OR PROVDED

3 Page 3of9 Name of Person Reporring Brewster, Rudi M. 05/06/2009 V. GFS. (nclude.it those to.'i11011se and dependent children; see pp of jilinx instructions.) [Z NONE (No reportable gifts.) SOURCE DESCRPON VUE V. BES. (ncludes tlwse 11fspo11se and dependent children; see pp ojjili11: instructions.) [Z NONE (No reportable liabilities.) CREDOR DESCRPON VUE CODE

4 Page4of9 Brewster, Rudi M. Date or Report 05/06/2009 V. NVESMENS and RUSS -- D NONE (No reportable income, assets, or transactions.) ;"""me, value, tr1111sactions (ncludes tliose of.'1""'se and dependent c11i1dren:., ee PP of filini: instructions.;. B. c. D. Description of ssets ncome during Gross value at end of ransactions during reporting period Place "(X)" after each asset exempt from prior disclosure () : mount Code, ype (e.g., div., rent, or int.) () 1 Value Code 2 {-H) ; (-P)..! Value Method Code 3 (Q-W) () ype (e.g., buy, sell. redemption) Date Month Day (3) (4) Gain Code l (-H) (5) dentity of buyer/seller (if private transaction) (including trnst assets) reporting period reporting period. Charles Schwab Money Market B nterest C State GO 4% Due 2/08 nterest Matured 2/l 3. C State GO 6.5% Due l l/08 c nterest Matured / C State GO 4% Due 9109 nterest 5. os ngeles C 4% Due 9/09 B nterest 6. C State GO 5.25% Due 0109 B nterest 7. C State GO 5.25% Due 2110 B nterest 8. C State GO 5% D1e 4/10 B nterest 9. C State GO % Due l 0/ 11 B nterest O. PMCO otal Return c 11/18. Vanguard Bond ndex c 1 Vanguard Hi-Yield Corp B 13. Vanguard lntlation Protected Bond M 11/ Vanguard S Bond ndex B M 11/ Vanguard S nvest Grade B 11/ Vanguard GNM 11/18. ln..ome Gain Codes: =$.000 or less B =Sl,001 -S C =S50 - SS.0011 {See Columns Bl and D.:) F =$50,0111 -S00,0110 Value Codes =$ or le (Sec Columns Cl and D3) N =$250.lllll -$500,000 G ::S 00,00 -s 1.non.000 H =Si.OO<.001 -S5.ll =SS.Olli -S5l,ll00 =S50.(l01 -S o =Sson s1.ono.ooo P =S 1, 000, 00 -SS, 000, 000 P3 =S25.000,00 - SS0, P4 ::More than 550,000, Value Method Codes Q =ppraisal R =Cost (Re.11 farn1e Only) S = ssessme111 (See Column C2) U =Book Value V =Other W =fa1ma1ed D =ss sts.oon H2 =Mon: than SS,000,000 M =S 00.lO -S250,000 PZ =S5,000, ,0oo.ooo =Cash Market E =SS,llO -SS0,000

5 Page 5 of9 Brewster, Rudi M. 05/06/2009 V NVESMENS and RUSS - income, value, 1ra1t.1 ac1ions r1nc111des 11iose ofsp1111se and dependent children; see pp <i filing in.wructirms. 0 NONE (No reportable income, assets, or transactions.). B. c. D. Description of ssets ncome during Gross value al end of ransactions during reporting period (including trusl assets) rcponing period reporting period (1) (1) (1) Place "(X)" atier each asset mount ype (e.g.. Value Value ype (e.g., Date Value Gain ldcntity of exempt from prior disclosure Code l div., rent. Code 2 Method buy. sell, Month- Code 2! Code l buyer/seller (-H) or int.) (.l-p) Code 3 redemption) Day (-P) (-H) (ifprivate (Q-W) transaction) (3) (4) (5) 18. Vanguard C ns nt c 19. DF 5-Yr Global Bond 12/17 B 20. Fiserv nc. None 12/17 D 21. Coh. & Strs Realty 12/17 2 DF ax Mgd Mkt Val 11/ DF ax Mgd US Eqty B 11/18 2 Dodge & Cox Stock 12/ ongleaf Partners None 12/ Schwab 000 B 12/17 E 27. R Price Equity ncome B 11/ / Vanguard Growth ndex Vanguard Growth il9 33. Vanguard Wellesley 11/18 3 DF ax Mgd Small Value 11/18 lncome Gain Codes: =S 1,000 or less B =Sl,001 - S2,500 C =S.501 -S5,000 D =SS.Olli E =S SS0.000 (See Columns Bl and 04) F =S50,00 -S G=SOO,O(l\ -S\,000.0l)O H =S S H2 =More th:in $5,000,000 Value Codes =S 15,000 or less =S\5, ,000 =$50,0llt -S00,000 M =S 00,00 - S250,000 (See Columns C and 03) N =S250,00! -SS00,000 0 =S500,l!ll - S 1.llllll,000 Pl =S!,1100,001 - S5,0llO,OOo P2 =$5,000,UO -$25,000,000 P3 =S25,000,00l -SS0,000,000 P4 =More tbmi $50,000, Value Method (,,des Q =ppraisal R =Cost (Real Est;1te Only) S = ssessmem =Cash Market (See Column C2) U =Book Value V Olh!!r \V =Estimated

6 Page 6 of9 Brewster, Rudi M. 05/06/2009 V. NVESMENS and RUSS -- income. va1ue. 1ru11sac1ions r111ctmtes those ofsp1111.w and depende111 children: see pp oiling fo3 1ruc1ions. D NONE (No reportable income, assets, or transactions.). B. c. Description of ssets ncome during Gross value at end of ransactions during reporting period (including trust assets) reporting period reporting period () Place "(X)" a lier each a>scl :mount ype (e.g., Vnluc exempt from prior disc losurc 'Code div.. rent, Code 2 (!) ; () (4) (-H) or int.) (-P) Value ype (e.g. Date Value Gain!dcntily of Method buy. sell, Month - Code 2 Code buyer/seller Code 3 redemption) Day i (-P) (-H) (if private (Q-W) (3) D. (5) transaction) 35. DF ax Mgd US Small 11/ DF US Micro Cap 11/ {part) 38. DF US Small Cap Value 11/ DF US Small Cap (add') {part) 12/ Vanguard Small Cap ndex 12/19 4 DF C S Muni /18 4 OF arge Cap 11/ /17 B 46. OF arge Cap Value 11/ B 48. DF wo-year Global 11/ (additional transaction to above line 12/ PMCo C Short Duration S&P 500 Growth EF None 11118!. ncome Gam Codes: ""S 1,000 or ess B =S.DO - S2,SOO C =52,50-55,000 O=S5,0Dl -S15.0il0 E =Si:' S50.0flf1 (See Columns B rind 04) F =550, G.:S\00,0fH -Sl,000,000 H1 "' ss H2 =More 1han SS tl Volue Codes =S or less =S!5.00 SS0.000 l. =550, M =S 1on.no1 - s2so.noo (See Columns Cl and 03) N =5250, ,000 0 =SS00,00 - S Pl =Sl,0110,001 - SS P2 =S5.ll00.0ili S25.ll0tl,OOO P =s2s.ooo,oo 1 - sso P4 =More than SS0.000, Value Method Codes Q =ppraisal R =Cost (Real Es1a1e Only) S =s:'essment =Ca.<h Morke1 (See Column C2) U =Book V;t\ue V =Other W =Esumated

7 Page 7of9 Brewster, Rudi M. 05/06/2009 V. NVES MEN S and RUSS -- income, w11ue. 1n111suc1io11s r1nc111es 11iose afsponse and dependent c1ti1tren,- yee l'p of filing insrructions. D NONE (No reportable income. assets. or transactions.). B. c D. Description of ssets ncome during Gross value at end of ransactions during reporting period (including trust assets) reporting period reporting period () () Place "(X)" after each asset :mount, ype (e.g.. Value exempt from prior disclosure i Code div., rent. Code 2 (-H) or int.) (l-p) () (3) (4) (5) Value ype (e.g., Dcitc Value Gain dentity of Method buy. sell. Month- Code 2 Code buyer/seller Code 3 redemption) Day (-P) (-l ) (if private (Q-W) transaction) 5 l 2117 B 53. Vanguard S reasury M l 2/19 M 5 Vanguard Small Cap Growth ndex 11/ Vanguard 500 l 2/ CS Stock None 57. Rey River Ranch Stock None 58. Vanguard C ax Exempt B M 03/08 ransfer from R, Savings 59. Cabrillo Fed Credit Union B nterest ncome Gilin Code.-.: =$ 1,000 or less B=Sl.OOl -S.500 c =$]:,501 - $5.000 D=S5,00-515,000 E =S 15,0() t - S (See Columns B 1 and 04) F =$50,00 t - S 00,000 G =S 00,00 - St.000,000 H =S S:i.000,000 H2 =More.. thun Value Codes =S 15,000 or ess.:::$ S.:0,000 =sso.no 1 s 1 oo.oon M =$00,00 - S250,00o (See Columns Cl and 03} N =$ S50il.OOO 0 =SS00,00. S Pl =S,0011.llO - S5.00ll,OOO PZ =$5,!Xl, ,000,ono P3 =S25,000,00 - SS0.000,0[)0 P4 =More limn $50, V11lue Me1hod Codes Q =ppraisal R =Cost (Real Estate Only) S = essment =Cash Market (See: Column C2} U ==Book Value \! =Olher \\' ='falimated

8 Date of" Report Page 8of9 Brewster, Rudi M V. DDON NFORMON OR EXPNONS. (lndicatepartofreporl)

9 FNNC DSCOSURE REPOR Name of Person Rc(lorting Page 9of9 Brcw ter, Rudi M X. CERFCON. certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and udicial Conference regulations. NOE: NY NDVDU WHO NOWNGY ND WFUY FSFES OR FS O FE HS REPOR MY BE SUBEC O CV ND CRMN SNC ONS (5 U.S.C. app. 104) FNG NSRUCONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure dministrative Office of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C