Holds: 153 Crescent Ave., Avalon Catalina Island; FMV: over $1,000,000; 20011 Shorewood Cir., Huntington Beach; FMV: over $1,000,000; 16152 Tyee Ln., Huntington Beach; FMV: over $1,000,000; Kern County APN: 345-192-01-00-7; FMV: between $10,001-$100,000 (See List) · over $1,000,000 · Property Ownership/Deed of Trust
Charles K. Jones Trusttrust
601 Havana Ave., Long Beach, CA 90814
Value — · gross income over $100,000
Sources of $10,000+: 1601 W. 12th Street, Long Beach rents; between $10,001-$100,000; 4121 Long Beach Blvd., Long Beach rents; between $10,001-$100,000; 115 N. 3rd St., Fresno rents; between $10,001-$100,000; 3243 & 3247 E. Tulare St., Fresno rents; between $10,001-$100,000
Holds: 1601 W. 12th Street, Long Beach; over $1,000,000; 4121 Long Beach Blvd., Long Beach; over $1,000,000 ; 3263, 3243 & 3247 E. Tulare Ave., Fresno; between $100,001-$1,000,000 (See List) · over $1,000,000 · Property Ownership/Deed of Trust
Charles K. Jones Trusttrust
601 Havana Ave., Long Beach, CA 90814
Value — · gross income $10,001–$100,000
Sources of $10,000+: AMERICAN INCOME FUND OF AMERICA F2 #606; STATE STREET SPDR S&P 500 ETF TRUST; ABBVIE INC COM; ADOBE INC.; ALLSTATE CORP COM; AMAZON.COM INC COM; AMERICAN INTL GROUP INC COM NEW; APOLLO GLOBAL MGMT INC COM; APPLE INC COM; AUTODESK INC COM; BROADCOM INC COM; CAPITAL ONE FINL CORP COM; COCA COLA CO COM; COMCAST CORP CL A; CROWDSTRIKE HLDGS INC CL A; DISNEY WALT CO COM; EXXON MOBIL CORP COM; META PLATFORM, INC.; FREEPORT-MCMORAN INC CL B; GRAINGER W W INC COM; HOME DEPOT INC COM; INTERNATIONAL BUSINESS MACHS CORP COM; JPMORGAN CHASE & CO COM; JOHNSON & JOHNSON COM; LILLY ELI & CO COM; MASTERCARD INC CL A; MERCK & CO INC NEW COM; METLIFE INC COM; MICROSOFT CORP COM; MONDELEZ INTL INC COM; NESTLE S A SPONSORED ADR REPSTG REG SH; NETFLIX INC COM; NORTHROP GRUMMAN CORP COM; NOVO NORDISK A S ADR; NVIDIA CORP COM; ORACLE CORP COM; PPG INDS INC COM; PALO ALTO NETWORKS INC COM; PROCTER & GAMBLE CO COM; RTX CORPORATION COM; SALESFORCE INC; SAP SE SPON ADR; SCHNEIDER ELECTRIC SE UNSPONSORD ADR; TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR; TARGET CORP COM; TEXAS INSTRUMENTS INC COM; TRAVELERS COS INC COM; UBER TECHNOLOGIES INC COM; UNION PAC CORP COM; UNITED PARCEL SVC INC CL B; UNITEDHEALTH GROUP INC COM; VERSANT MEDIA GROUP INC COM CL A; VERTEX PHARMACEUTICALS INC COM; VISA INC COM CL A; VULCAN MATLS CO COM; WASTE MANAGEMENT INC COM; WILLIAMS COS INC DEL COM; WOLTERS KLUWER N V SPONSORED ADR; EATON CORP PLC SHS; LINDE PLC SHS; TE CONNECTIVITY PLC ORD SHS; ASML HOLDING N V NYREGISTRY SHS; Total Equities - Common Stock; DODGE & COX INCOME FUND CL I; DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040; PIMCO INCOME FUND - INST #1821
Holds: AMERICAN INCOME FUND OF AMERICA F2 #606; STATE STREET SPDR S&P 500 ETF TRUST; ABBVIE INC COM; ADOBE INC.; ALLSTATE CORP COM; AMAZON.COM INC COM; AMERICAN INTL GROUP INC COM NEW; APOLLO GLOBAL MGMT INC COM; APPLE INC COM; AUTODESK INC COM; BROADCOM INC COM; CAPITAL ONE FINL CORP COM; COCA COLA CO COM; COMCAST CORP CL A; CROWDSTRIKE HLDGS INC CL A; DISNEY WALT CO COM; EXXON MOBIL CORP COM; META PLATFORM, INC.; FREEPORT-MCMORAN INC CL B; GRAINGER W W INC COM; HOME DEPOT INC COM; INTERNATIONAL BUSINESS MACHS CORP COM; JPMORGAN CHASE & CO COM; JOHNSON & JOHNSON COM; LILLY ELI & CO COM; MASTERCARD INC CL A; MERCK & CO INC NEW COM; METLIFE INC COM; MICROSOFT CORP COM; MONDELEZ INTL INC COM; NESTLE S A SPONSORED ADR REPSTG REG SH; NETFLIX INC COM; NORTHROP GRUMMAN CORP COM; NOVO NORDISK A S ADR; NVIDIA CORP COM; ORACLE CORP COM; PPG INDS INC COM; PALO ALTO NETWORKS INC COM; PROCTER & GAMBLE CO COM; RTX CORPORATION COM; SALESFORCE INC; SAP SE SPON ADR; SCHNEIDER ELECTRIC SE UNSPONSORD ADR; TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR; TARGET CORP COM; TEXAS INSTRUMENTS INC COM; TRAVELERS COS INC COM; UBER TECHNOLOGIES INC COM; UNION PAC CORP COM; UNITED PARCEL SVC INC CL B; UNITEDHEALTH GROUP INC COM; VERSANT MEDIA GROUP INC COM CL A; VERTEX PHARMACEUTICALS INC COM; VISA INC COM CL A; VULCAN MATLS CO COM; WASTE MANAGEMENT INC COM; WILLIAMS COS INC DEL COM; WOLTERS KLUWER N V SPONSORED ADR; EATON CORP PLC SHS; LINDE PLC SHS; TE CONNECTIVITY PLC ORD SHS; ASML HOLDING N V NYREGISTRY SHS; Total Equities - Common Stock; DODGE & COX INCOME FUND CL I; DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040; PIMCO INCOME FUND - INST #1821 (See List) · over $1,000,000 · Stock
Schedule B · Real property 8
Property
Value
Rental income
6702 Alamitos Cir., Huntington Beach Ownership/Deed of Trust
over $1,000,000
—
153 Crescent Ave., Avalon Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 Vacation rentals
20011 Shorewood Cir., Huntington Beach, CA 92646 Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 Currently vacant
16152 Tyee Ln., Huntington Beach, CA 92647 Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 Darren Hubbard tenant
345-192-01-00-7, Kern County Ownership/Deed of Trust
$10,001–$100,000
—
1601 W. 12th St., Long Beach, CA 90813 Ownership/Deed of Trust
over $1,000,000
—
4121 Long Beach Blvd., Long Beach, CA 90807 Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 The Merchant commercial tenant; Ace of Spades Tattoo commercial tenant; Hair and Skin Care commercial tenant; Above Residential Apartments
3263 (AKA 115 N 3RD), 3247 & 3243 E. Tulare Ave., Fresno, CA Ownership/Deed of Trust
$100,001–$1,000,000
$10,001–$100,000 AT&T Mobile
Schedule C · Income and business positions 2
Source
Income
MKGATES PROPERTIES AVALON, LLC Vacation rental at 153 Crescent Ave., Avalon · Manager · 6702 Alamitos Cir., Huntington Beach, CA 92648
$10,001–$100,000 Other: Vacation rents
West Coast Arborists, Inc. On-call contractor · 2200 E. Via Burton Street, Anaheim, CA 92806