Julia Spain › Form 700
Julia Spain: 2024 Annual statement
- Annual 2024
- Judge, Alameda County Superior Court · due 2025-03-03
- Filed
- 2025-02-25 · signed 02/25/2025 12:54 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 5
| Name | Business | Value | |
|---|---|---|---|
| AMERICAN FUNDS | SEP | $10,001–$100,000 disposed 2024-10-25 | |
| HSBC | investment bank | $100,001–$1,000,000 | |
| LINCOLN FINANCIAL GROUP | SEP | $100,001–$1,000,000 disposed 2024-10-25 | |
| WELLS FARGO BANK | IRA | $10,001–$100,000 disposed 2024-10-25 | |
| Vanguard | Investment management · See below | over $1,000,000 acquired 2024-10-25 |
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 3 Alhambra Court, Antioch, CA Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Jeff Cosey; Sandra Cooper; Monica Jones; Sherrell Sturdivant |
Schedule C · Income and business positions 1
| Source | Income | |
|---|---|---|
| Government of Canada beneficiary · P.O. Box 5010, Moncton, BC - Canada | $10,001–$100,000 Other: spouse's pension |
The filer's comments
A-1 Vanguard Short-Term Bond; Vanguard Small Cap; Vanguard FTSE; Vanguard Value; Vanguard Growth
Where the portal and the PDF differ
The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.
| Where | Portal | |
|---|---|---|
| Real property · income_sources | ["Jeff Cosey; Sandra Cooper; Monica Jones","Sherrell Sturdivant"] | ["Jeff Cosey; Sandra Cooper; Monica Jones Sherrell Sturdivant"] |