4 . Tille (Artk:fe W Judges indicate xtive or taaior starus: ma.gisrn1tcjudges indicate t\J U- or pan-rime)
USDC, SOUTHERN DIST. O F CALIF.
S . R<portType (<bock appropriale type)
(S U.S.C. app . §§ IOl·lll)
J . DaieofReport S/121200S
6 . Reporting Period
11112004
IO
1213112004
ReviewinJOfficer _________ Dale. ____ _
< • ' IMPORT ANT NOlES: The insttuctions aa:ompooying thi s fonn ""'"be followed . Complele aD pans. checking lhe NONE bo x for coch pan where you have no n:portablo infonnalion . Sign on last page.
• · • •
NAME OF ORGANIZAT!QN/EN!ITY
PARTIES AND TERMS
, 0
(,/) n
..D 0)> ...,,, ....., ':':> n
..0
A0-10
Rev. 112004
FINANCIAL DISCLOSURE REPORT
FOR CALENDAR YEAR 2004
I. Person R<!)0<1ing (Last name, F"" name, Middle initial)
HUFF, MARILYN t.
ACTlVE DISTRICT JUDGE
2. Court or Orpnizltioo
0 FlooJ
Report Jteg,Ujred by theEthlq
la Govera.:neac Act oC 1978
1. Cbamben orOfli<c Addms
940 FRONT STREET 8. On the b&tis of the infOl'?Mrion contained Ln lhis Reportand any modifie1.tions pcrtainina thereto. it is, in nty opin.io:n. in compliance with applicable laws and regulations.
SAN DIEGO,CA92101-3901
L POSIDONS. (Reportinginc!i.ndwll only;,.. pp. 9-tJ of filing insmacaons>
0 NONE - (Norcpor1llble positiOll5.)
L l'OSUlON
Trwll>e TNJI# I
''
,,,
(Rtporting individual only;seepp. 1-4-16 of filing ins!rUctions)
0 NONE . (Nor<po<1>blca-ts.) IL AGREEMENTS.
I. •• NOlHING TO REPORT••
= = :::0
= m"'" .....,o- -= u>Z (")c:l> m::oz -rrin
<1J m 0
SOURCE AND WE
51121200$
GROSS INCOME
SQURCE AND ms
I .
SOUR CS
B io Confc:rmce Siii Fnmci..:o, 617/04 • Spesker on Pa=t Law Panel. Tninsportatioo and lAmch.
FINANCIAL DISCLOSURE REPORT Name or Person Reporting
HUFF, MARlLYNL
,
m NON-INVESTMENT INCOME. (a.potting individual and spouso;,.. pp. 11-24 or filing instructions)
A. Filer's Non-Investment ln ome
li2I NONE (Noreporublenon-in.......,..t income.) -
()'oin. !Otspowie•s)
I.
2.
B. Spouse's Non-Investment Income. (if)OO were mamcd during anypor1ion of the reporting iar. pkasc complele this section. Dolllramount' not required except for honomi&.)
0 NONE (NoNp011ablcnon-inveocm:ntincome.) ·
(Includeslllosc: to spouse and d<p<ndentclllldml. See pp. 25.27 orin'1nlctions.)
0 NONE (Nosuch reportabk n:imburscmeots.) ·
DESCl\!P'I!QN
I.
pESCR!PTION
CREDITOR
Real csta.tc mortgage
,&.,,. of Repon
.5/1212005
VALl!BCODE
FINANCIAL DISCLOSURE REPORT 1'arocaf Puson Reporting
HUFF, MARILYN L
V. GIFI'S. (Includesthose to spouse and dependent ch;ldrcn. Sec pp. 28·3 I of instruction<.)
0 NONE . (Nosll<hreport>biegills.)
SOURCE
I.
VL lJABILrTIF.S. (ln<ludcs thtKeofspouscanddependcn1 children. Scepp. 32·34 ofinsaucti0'1$.)
0 NONE . (No rq>ortablc li>l>ilitiC$.)
I. OWe M>nl!llWl
DESCRIPTION
Shor< of real cs._ monpge K
N2. Union Bank
Name or Person Reporting
HUFF, MARJI. Y1'I L
A.
I . Boggs b v., S... Diego, CA
2. Trust#2 (X)
J . Sun Oil
4. Occ. Petroleum
s . Rental propeny, s.o .. CA
6 . Wells Fargo Accounts -SOCA
7 . Nationwide Life:
a . American General BB
9. Gny,Cary 40It & Pri>fit Sharing ' Total Value
10. (Bendicial Sbaro)
11. Schod of Assets &. Tians a crions
TrustB
13. f'idclity Brok<ngelink Accounc
14.
IS . Boeing
16. U.S. Tras. S1Jips 5/8/2017
17. Costco
18. Power Shares Dynamic Mart.et
A •Sl,OOO « bs
( S.eColumoC2) U • Book Value
B
.. c. 1""""" dllring Gro5$ value a.t cod or "'P"fring pcriod ......... period
(I) (2) (I) (2)
- Typ¢ Code2 M«bod
loL)
D Rau
Rent
o;,,;dcod
A OMdcnd
0 Rent
B Interest
E Prooocds
lnlmSI
E 1n ..... 1
Dividend
D lnlCreSt
A Dividend
A Dividend
Nooe
A Dividend
None
N w
L
0 w
N T
K T
Pl T
N T
K T
M T
K T
K T
c
. .....,.._
v • Olbe<
.0.. tc o f Report
5/1212005
, D.
(I) Jr noc CMtq)t &om
(2) (>) (<) (S) Date: v . ... Gam
buy. 11ell. Code2 c .... -· Q·Pl I CA· ...ic..,,cioa) "' tnlllllc�
1 2/J I K
12129 1
Sold 6129 L E
Following is list of as.secs.
Bought 4J29 K D
Sold 11122 K D
Sold 11122 K E
.
Bought 11122 •• K
D E I
I
F.INANCIAL DISCLOSURE REPORT
Page 1of10
Dac:riptionof Askli (b:lu:Uagtnast assets)
Pbtc·"cxr afttr usei &omprior disdC.lll'C
ONONE (No report.ab-inc:onw:. usct:s, ot tn.mactioas)
12.
Boeing
l. btoc:Jmc,il";ain Codes: l See CoJuriwis Bl and D4} F -sso.001.s100..ooo
2. Va!ue Codes: J • SIS ,000 or Jess
(Soe c.lo>mm CJ ""4 03) N -ruo, ooo.ssoo, ooo P3 c$2S,000,001.SSO,OOO,OOO
3. v ......M<lhod CO<lcs Q-
G
1'
0
R
c.,.. Valu< Valae Code! div. n:l'JL « (A·H)
A
A
A .
-S 1,001-S:Z,SOO
•SIOO,OOHl.000.000
•.SlS,001.S.S0,000
-SS00,00141.000.000
(J-P) Codol (Q-W)
w
-$2,SOl.SS,OOO Ill •S 1,000.001..SS,OOO, OOO
L c$$0,001..SllX>.000
Pl • Sl,OCIO;OOl-S5,000.000 P< SMaodoanSS0,000.000
-C..1 (RulEmle Ooly) s
Trmsaetiom during rtiq:period
Type (e.c. ldedi<y of .. -. """""'"" o.,. (ifpiM:e
• SS,OOl·SIS,000 • SIS,001..SS0,000
Hl •Mo« b. SS.000,000
M •SI00,001.s?SO,OOO
P2 •SS,000,001-S".S.OOO.OOO
T -
N a me of PU"SOn Reporting
HUFF, MARILYN L
O.to or Report
S/1212005
, A. 8. c. , o.
....,...... ... od period
( I ) (2) (1) (2) (I ) U not cxanpc '""" disdosurc (4)
- · T)'I)< 0- v.i.., G.U. Code I div. real. or Mdhod buy, 9Cll. MOMb• Code 2 Code
inl.) CodeJ ._, O.y (J-PJ I (A· (if'_ .. ) "'
19. Fidelity C "'11 Roscrvcs c lnlercSI N T
20. Columbia u'bcny D Dividend M T
21. INTEL Divi dend Sold } , ""
22. Pfizer None K T 12122 K
3 Str"'bu c..b Nooe Sold 11124 K E
24. Baron A$Sct Fund Oiviclcod } T
2S . OTHER ASSE TS in 401(1t) PROFITSHARING
26. Columbia Acom Z Ncne L T Bought 4/)0 K
27. Fidelity Divers. Intl B Dividend N T
28. Live OU: A5'0C U (IRA) A lnr.ettst K
29. 0 t A Dividend K T
30. None Eocch. Out 3131 K
3 1. IPM WdOq> Value Dividend K T 3131 K
32. Fidelity Freedom 20 I 0 B D ividend M T
33. ].,-.,,Adv. Balan<cd None Ex<!li-Out 3/31 K
34. Fidelity M anogccl Income Po n c [);viclcod N T
35 . Kaufmann Fund (Fed) B [);vidcnd K T
3 6 . Neuberger Berman Guardi an None Sold 11118 } D
A 8 c D E
L
(Soc Col1.10 .. C2) u • Book Vab: v • Otbor w • Emmlla!
FINANCIAL DISCLOSURE REPORT Page 2of10 •
OclCliprion of Assets lnoomeduriQI Gross ..,..g •t tro of 'fnlmacrions <Nri•& pcrioil
(itlcN:iilt.g lnlSI 11.Utt:S)
(2) (3) (S) "OO· bereacb assa (�g. Volot v.i .. Typo <•·• Jdcnlityor
&om prio< =- Code2 bu,.....ller (A-II) (J-P)
(Q-W) tamactiOQ)
A
Bought
2 . J T Portion
A
(4 1k) (Fideli y Fund)
SIJ'OngOppol'lllllity
A Exllg. In
I. •cocno'Glii> Cod«: • Sl,OOOorlcss • SJ,001-$2.500 • Sl.SOl-SS.000 •SS,OOt-StS.000 • SIS,OOJ.SS0.000
(Sec CohnrUa BI an.d Dt) F •$50,001_,$100,000 ·o • Sl00,001·$1,000.000 RI •Sl.-OOl·SS.000.000 112 ·Mo« .... ss.000.000
l. Vatuec• J s1s.ooO « ie:u •SU,QOl-$50,000 • SS0,0014100,000 M •SIOO.OOl-S'J0,000
(Sec Col....,. Cl l"'1 DJ) N • $2SO,OOO..SSOO.OOO 0 • SS00,001-Sl.000,000 Pl • Sl,000.001-$$,000,000 P2 •SS,000,001-S'J,OOO,OOO
Pl • $25,000,001-SSO,OOO,OOO P4 •$Mor< dian S50.000,000
l. V3lue Codcs: Q •Appnis>I R •CoSI(RA:lllE&t�• Oaly) s .............., T •CU!l."Maket
N a me of Person Rcportin.g H1Jl'F, MARILYN L
A. 8. c. In<omoduri"3 ""°'""' period iq>Or1ins period
(I) (2) ( I ) (2)
T,,,. div. n:nt. or Coclc 2 M<thod .... , (1-1') Colc3
Stror13 Common Fwid B Dividend K T
3 8. Coming None
39. Fcdenl Expr<SS A Divid"'d K T .
40. Spartan U .S. Equity B Dividend M T
41. lllM Dividend K T
42 . Nila: Dividend J T
43. Qualcomm None K T
44. END O F ASSETS IN 4010\)
45. IRA American Gcnenl lnll:n:St K T
- Charles Schwab IRA Total Value •• 0 T
47. S CHEOULE OF ASS ETS 4 TRANSACTIONS
48 . U.S . Treas Sbip 2SK 81512008 None K · T
49 . Ball Corp. Dividend K T
so. El Paso Corp. (Coaslal) A Dividend J T
SI. b'UtOO Mobil Corp. Dividend
52. GlaxoSmithKline Dividend J T
53. Eli Lilly Dividend J T
54. Pepsioo A Dividend
A 8 c
.
(S<c Coiuma C2) U • Boot Valu e v •Olbcr w -
D g tc of Report ,
511212005
. o . -rn.-.....
(I) U nol cxc:mpl 1n1Su w:K:lll5llrT (3) (<)
1) ... (e.g. v . ... °'"' Month• Coclc 2
......... (l·P) I < -'·
Sold 11122 I
-·
Bougl>t 4130 K
BooJhl . 12123 J
Bou(lll 1212 8 K
"""' listed below
Sold 11122 K D
Sold 11122 K E
D E
M
FINANCIAL DISCLOSURE REPORT
Page 3 of IO
°'"""' Grwsvaliw atrnd of
(mdodlna lnlSt WCU)
Place "(X)" after ndl usc1 cxn:q:it """""' (<g. Value Voluo&om prior disclo61.R Cede I
(A·R) (Q-W)
37.
A
A
A
A
A
A
A
l, �ainCodc:s: •St,OOOcwkss •Sl.001·$2..500 • Sl..SOl·Sl.000
(5'• Cdomos 81 ud 04) F •S.S0,001.SI00,000 G s 100.001.s1.ooo.ooo HJ • Sl,000.001.$5,000,000
2. ValueCodcs: J -s1s.ooo or les.1 " •SIS,001...$$0.000 L • SS0.0014100.0oo
(Soe Cdmms Chad 03) H -S2SO,OOO.SS00,000 0 •SSOO,OOl·Sl,000,000 Pl • Sl.000.00l·SS.000,000
Pl -ru,000.001.sso ooo.ooo P4 •SMore dim SSO.Ooo,000
l. Val11e Ml.1bod Code$ Q -"""""" R •Cost (Reil Esra1C Only) s •Auessmcat
-.. nopomog""""'
(2) (S) 031c: Jdcntityor
w,.. ..n. Code b·-Day rir.,n-
.... lr:lllSICoo.)
Addi
Addi
-u.001.m,ooo -su.001.sso.ooo 112 • ocel!WISS,000.000
M •SIOO.OOl·SlS0,000
P2 •SS.000.00l-Sl5,000.000
T -Cod>IM>ri<d
Name o r p .....,, Reporti n g
HUFF , MARILYN L
A. 8. c. G ross value at md of
._,mg period ..,.,.,; .. period
( 1) (2) ( t ) (2)
Amouo• T,pe Vi.Joe d i v. rent. or McUIOd
CO<lc 3 (<}W)
SS. Alcoa Inc. Dividend J T
S6. Pimco Total Return B lnt=st L T
S7. Vanguard Bond Index c fntercst L T '
S S . Manthon (USX) Dividend J T
59. SBC Comm. D ividend J T
60 . Vodafone Group Dividend
61. l(jmco Realty Dividend J T
62. Vanguard Windsor n A Dividend K T
63. OFA U.S. M icro Cap Dividend J T
64 . Aco m lnt.ll.il>eny Dividend
6S. OFA ln L Lg. Cop. Val. A Dividend T
66 . OFA Lg. Cap. Val. A Dividend K · T
67. OFA inL Sm Cap. Val. Dividend J T
68. Vanguud Wrld lnL Growth Dividen d J T
69. Vanguard Growth Index Dividend
70. G uidant None
71. Sebwab Money Market • H Interest J T
72. Home Dq>o t A Dividend K T .
A B c
F G
i Sei: Colu:mn C?) U • Boot Vah."t v -Cl<!>« w • Estitmcod
.Date of Report
511212005
' o.
(!) Lf »Ot CXdll>f nnmw-
) (3 ) (<) (S) Type c .. Valt>c Gain buy. sd CO<lc 2 Code """'"· (J-P) I (A· -..,,.;...) "'
Sold 11129 L E
Sold 11129 K 0
Bought 11129 K
Bo<lgbt 11129 J
11129
Sold 11 122 K E
D E
. FlNANClAL DISCLOSURE REPORT
Page4 of IO
Dac:riprion of Autu lncome dllrillg
( itidlldlng tr\IS1 i1$$0tls)
Place '"(Xj •r cacb asset cxc:nvt ( g. Vil"' frotn priot discJosure CO<lc t Cod<2
(A·Rl itll.) (1-P)
A
A
A
A J T
A
A
A
K
A
A
A
A
l. 1-como"Ciafn Codes: •SJ ,000 or Jcu •Sl,001-Sl,SOO • $2,j01·S$,000
(Sce•CohomusBl aodl>I) -sso.001 100,000 •SI00,001.$1,000,000 HI -s1.ooo.001-S5;000.ooo
2. Value Codes: J --s1s,ooo ork:ss 1< • SIS,OOl.$SO,OOO L •SS0,001.$100,0QO cs..c.i.....,. c1 _, m) .., -Sl!<>,OQO.S.I00,000 0 •SS00,001.$1.000,000 Pl • Sl,000.001.S:S,OQ0.000
P3 •$25,000,001..$$0,000,000 . P• •$t.otoR tblmSS0,000.000
l. Value Method Codc:5 Q· R -eo.t (Real Es1>10 Only) s •A......,.,.,,,
'
Trwa<Uonsdwiog ._,;ng period
°'"' ldcnoityofMoa.lh- 0.y c.r,..;.-
tntUCcioa)
. ..
Portioo
Addl
Bought K
•SS,001-SJS,OOO •$15,001.$50,000
H2 =Mm than SS,000,000
M •SI00,001-$"..SO,OOO
P2 •SS,ll00.001-S2!,IJ90,000
T -Colh!Marl<e!
Name of Ptrwn Rcponin:g
HUFF, MARILYN L
B. c.
........... _ -period
( I ) (2) (I) (1)
""''"'" T)PC ( .... v.i .. Code2 -
U.. )
13. AT&T (McdiaOne) (USW) A Dividend T
74. Comcast Dividend 1 T
7 S. t.T&TWU<less Nooe
16. . Dividmd K T
n. Vanguard Short Tenn CRP A lnler<SI K T
78. Vanguard GNMA 1n ...... 1 K T
79. Vonguard HI-Yid Corp. B lnl<r<SI K T
80. Vanguard&. Mk!. Ind . Dividend J T
81. T Rowe Pri"' Sci & Tech None J T
82. Vanguanl REIT B Dividmd K T
83. DFA f>.10 US Sm. Cap. Value A Dividend 1 T
84. DFA US Uige Co Port B Dividend L T
as. DFA 6-10 US S mall Cap. Port A Dividend K T
86. DFA SYr. Global lntuest I( T
87. Vonguanl S hon Tmn Bond lnveoto< A lno:rest K T
88. V onguanl Inflation Pro< B 1n ...... 1 K
89. END OF ASSETS JN IRA·MUI -
90. Schwab Cal Muni Mut Fund Interest T
A 8 c
p
( See Colwnn C) U - Booll:Vab c v " °'""
. Date o f"Report
S/121200 5
, o.
(I) Jr not cxcnt11 uvm d:t$clo$ure (3) (<)
T)1>C < • °""' v . ... Q3in buy. sell, Mondi· Codcl Code ......... Oay I (A· Rdemptioo) "'
CUh 10/27 1
Sold 11129
Bougj\t 11129 I(
Bouglrt 1 2/01 I(
Bought 12/0 1 I(
Addt 8/27 K -
0 E
FINANClAL DISCLOSURE REPORT
Page5ofl0
A.
Description o( As&cts lllcolll< dwiDg Gross Vlillc at encl of
(ioclw!:iq Cnlst wets)
Place \.'<)" Ulcr e.ch aQICf Value from prior di&dosure C<>de I div. RaL«
(A·H) (I·Pl Code3 (Q-W)
J
A
,
l..oogleaf Small Cap A
A
A
A
T
A M
I. lncamo'Gcm Cod<C • $1;000 «less .. S J,001-$2.SOO -$2.501-$5.000
(Soc C.,,.,.... Bl ond 04) •$$0.001..$100,.000 G -S 100,00I·S1.000.000 HJ -Sl,OOO.OOl-$5;000.000
2. ViJuO Codes: I ... sis.ooo ora K • S IS.OOl .ss4,000 L s.so.001.s100;000
(Sc< Cd"""' Clud 03) ll -S2SO,OOO.SS00,000 0 •ssoo,001-s1,ooo,ooo Pl •SLOOOJIOl.SS,000,000
l'3 •S2S,000,00l-SSO,OOO.OOO P4 • SMon• Ihm $50,000,000
3. Vahle, MC'lhod CO<ks Q - R • Cost {Rell Emo• ()oly) s •Asscssmcol
Vt' -Estimated
T"""""-during period
(:?) (S) rdctitity or ..._.....
(l·P) (itprivacc tnns.tdioa)
-·Mtrll<
J Portion
Addi.
• S.5,001-SJS,OOO -SIS,001.SS0.000
Ill -M,..lhaoSS.000.000
M •$100.001.41$0,000
P2 • ss,000.001-S?s.ooo,ooo
T -Cash'Mad:ct
Name o F P erson Reporting
HUFF, MARILYN L
p.i.lc of Report
: S/1212.00S
vu. INVESTMENTS and TRUSTS -income, val11e. tn.nsQtio ns (i ocl\dc$ lho$C Q(dle spCll&Se ;md dcpeodtntc:llildtn. Sec pp. J4-S7 offilin& i astruct:iom.}
, A. ... c. , D.
._,;,,g period - """"'
( I ) (2) (I) (2) ( I) If POf cxm'f)t
(2) (J ) (4) ($) Amowll Type Value GJ:in
div. l'C:1IC. OT Month· Code 2 "'1.) Codd ._.-, °'' (J-P) I (A-
.-.,,ooa) "' tn:l!ISaelion)
9 1. Schwab Cal Muni Mut Fund A 1n ..... . T Addt 12129 M
92. GCW&Fhnn= I None T
93. GCWFP>nn= ll None
94. GCWF YcnlU rcs I None T
95. GCWF (A-£) Invest. Partners I A In ...... K T
96 . GCWF (f-l)lnvcst Partner> D A 1n ...... L T
9 1. Verity. Inc. Nooe 1 T
98. Wc l b Fargo Bank BB SDCA 1n ..... . 1 T
99. Lea p Wireless None Wonhlcss ll/'23
100. Schwab CUslAldial Money Marlcet (BB) 1n ...... K T
I OI. NASDAQ 100 (BB) A Dividend 1 T
102 . VangU2rtl Windsor D (BB) A Dividend
103. SSC(BB) A Dividend Sold II/ts 1 A
104. Belboulh (BB) A Dividend Sold 11115 J
105. FluroProbe In<. None K w
106. Ames Ranch A outrmat 1 w
107. TPC Lab:s i dc Mendocino UC 6 Int.cTcst J w Buy 4/04 L
108. Agere S)'$tC"'S None T
A B
F
r.r
(j
-
U • Dool; Val!X V • OCbet W ... cd
FINANCIAL DISCLOSURE REPORT
Page 6of10
DcscriplionofAssets lncomodl:oiog Gros.s v.alcic at md of irlnsactians ftfl'O"ing pe:riod
(incltJdini trust assets)
Plac-e '1-'<r after usc:t CMf\11& 14- Valoe V•luc Type (e.g. Date: Jden&i'lyor tromprior disclcmn CO<lc I Code2 M l.hod txcy. sc:U. Code bu"""lltt
(A·f!) (J-P) (lfprivue(Q-W)
M
1
J T
, ...
1
A
1 T
A
J
I. "'"""""'..;,, Coda: (S..ColumusBl andl><)
•Sl,OOOorlcss. •S l,001-S2..SOO C •$2.SOl·SS,000 D •SS,001-$1$,000 E •SIS.001..SSO.OOO
2. VW: Ccxl:s: (See Columm Cl ml DJ)
•SlO.OOl..Sl00,000
•$15,000 orbs
• S2SO, OOO..SSOO, OOO
. •s100.001..s·1,ooo,ooo
i:.� •$15,001..SS0,000
0 •SSOO,OOl·Sl.000,000
HI •Sl,000,001..$5,ttKl,OOO H2 •Mon: SS.000,000
L • SS0.001..SIOO,OOO M •SIOO.OOl..S!S0,000
Pl cSl.000.001 .000.000 P2 • SS.000,001 SlS,000,000
P'l •$2S,ooo.001.sso,OOO.OOO P4 • Stvk'R lhao $SO,OOO.OOO
Q -Appraisal R •Cost (Real &1al.c Only) s - Asstssmco.t T -Cuh!Mnct
Name or Person Reporting
HUFF, MARILYN L
Dace of Report
S/121200S
....
Exircme N""'°:b
110.
111. iMmag< (iPrinl) lnlerWOvcn
112. World s.v;ogs
113. Pmpeny, San Di o Co .. CA- AppnUal Dale 8
IDllX Med. Growth (IRA)
llS. !DEX Growth Pon. (IRA)
1 16. Citibank Global Mlirkets
-
· Citibank Global Mari<eis
118 . Smith Barney MWli MM
119. Weamer!ord lnd.
120. Amcricm Intl. up
Amcricm Intl. Group
122. Amgen
123. AulO<lesk
124. Biogen Idec
12S. Biogt:n Idec:
126. Cablevision Systems
A B
F
(S<e CoiWl!tl C2) U • &ok V ut v
8. c. G nl!SS ,.,hie 11 dd or
reporting period _.,;..:period
\I) (2) (I) (2)
Type Cockl -
""'> (J-1')
None T
None J T
Nooe J T
B lntt!Ut M T
E Ri:nt Pl
B' Dividend
Dividend
lntmst
lntmst
1n ..... K T
None J T
Dividend J . T
o;v;d<nd J T
None J T
A Dividend J T
None J T
None J
None J T .
c
D.
(I) If not Rom disc:losl.n:
(3) (4) (S) Om: V3J 13e GU.
buy ... 11. Month. Codd Cock Day (l.P) I IA·
rt:dc:rq:iti:ll l) "'
Buy S/18 L
Buy S/25 J
Deposit 6/11
Wnhdraw 111 3 L
Buy 7121
Buy 711 4 J
Buy . 8110 J
Buy 10/I S J
Buy 111 9 J
Buy 8/06 J
Buy 7120 J
Buy 1m J
Buy 1115 J
.
D E
" °""' w ..._ Es:cim1ccd
FINANCIAL DISCLOSURE REPORT
Page 7 oflO
VU INVESTMENTS and TRUSTS -""-·""""·"''""._liacludes""'6eor11>e_..,m>1dependc"''llild=. s.e..,, 34-S?ormu,g >
Dc$l:ription of Asstts 1=.w.c--->
Pbct w· •ftt:r each IUd a.empt: fnnnpriordi:scloi&l.R
109.
ll·N,lnc.
811 /03
114.
117.
121.
l. lRccmclGaia Codes: •SJ.OOOorkss
(S..Col•-81 oodl>I) •sSOJ1C11 s100.ooo G
2. Value Codes: •SIS,OOl)0< .... I(
(SeeCdummCl IOd 00) N •5'50,000.SlOO,OOO 0
P3 • ru,000,001.sso,ooo.ooo
3. ValUC' Mcchod Codes Q - R
lncomc:during
Amowt (e_.. V luc: Val'.z Code I div. ft& <Jt (A .Ji) Code3
(Q-W)
J
,
Q
A
A
A
A
A
A
T
• SL00l·S2.500 • Sl.SO l·SS,OOI) .
•SlOO,00 t ..SJ ,OOl),000 'HJ • Sl,OOO,OOJ..SS,000,000
• m.001..sso.ooo L • SSO,OOl.$100,000
• SSOO.OOl·Sl,000,000 Pl • Sl,000.001-$$,000,000
, ,
T..- dwina -
(:?) T)-pc {C..S. ldcnDlyof
buycrfsit:la .......... (ifpmai.
lnnsacboti)
_,
L
J
•SS,001..SIS,OOO •SJS.001..SSO,OOO H2 •More 111ao. ss ooo.ooo
M: • Sl00.001.$250,000
n -ss.000.001.m,ooo.ooo
P4 •$MinChM 150,000,000
•Cost (R<;ill Est�O Only) s cAucssmcnt T • CasMda:ker
Name o f Person Reporting
HUFF, MARILYN !,
A. .. c. Gros1 wluie at end o(
rcportiii1 period ........ p<lio<I
(! ) (2) ( I) (2)
Amount T)'P< (<g. Method
... ) (J-P)
127. Cltif'OC1 Cotp None 1 T
Ila. C i "'° Syslem$ None J T
129. Coca-Cola Dividend 1 T
130. Coca-Cola Dividend 1 T
131. Comcast Corp None 1 T
132. C... lnc. None 1 T
133. Dell Inc . None 1 T
Walt Disney A Dividend T
135. fo<c<tLahs,lnc. None 1 T
136. Forest Ubs, Inc. None 1 T
Oenailecli, Inc. None J T
138. Oeneral Electric Dividend 1 • T
139. Genzyme COrp. None 1 T
140. Gillette Co. Divideod 1 T
141. Home Depot Dividcod 1
142. IAC Interact Corp. None J T
IAC lntmct Corp None T
144. Inte l Cotp. Divi dend I T -
... B c
L
( S.. Column C2) u - -v .... " °""" w = Esti od
511212005
, D.
( I ) If oo t CU!'.!IP( from disCINll .....
(l) (<) (S) v.w. Gain Codcl Code
........ Oty (J-P) I (A-............ ) "'
Buy 7/14 1
Buy 7119 J
y 1127 I
11130 1
Buy 7114 1
Buy 9128
Buy 1129 J
Buy 7/21) 1
Buy -
1116 1
Buy 8111 J
Buy 8/04 1
Buy 7/14 J
Buy 7/21 1
Buy 8125 1
Buy 8111 1
Buy 7/21 1
Buy 8124 1
Buy 7/24 1 -
D E
Fl.NANClAL DISCLOSURE REPORT
Page 8 oflO
._,,. <llrioz Ocscriptio1tof As:!lelS (inct.uctqtntse usets)
Place "(X)" afttr e:ich auer cx� Val VaM &om prior discblilf'C Codcl div. m'lt. or Cod<l
(A-1!) Cod<l (Q-WJ
A '
A
134. 1
137.
A
A
A T
143. 1
A
I. ainCodcs: •Sl,OOOorlcss- -Sl,001-l:2.500 -sz.so1.ss.ooo
(SceCofumusBl 111ctD4) F •SS0,001-$100,000 G •JI00,00141,000,000 HI -Sl,OOO.OOl·SS,tx!Q,000
2. Value Code$: J • SISOOO·or less ]{ - sa,001450.000 • SS0,0014100.000
(Sc< Co1uow> Cl ml 03) N -SlSO,OOO.SS00.000 0 • SS00,00141,000.000 •• -s1.ooo.001.ss,ooo,ooo
n -ru.000,001.sso,ooo.ooo P4 •$MMe: than. $50,000,000
l. Value Melbocl Cod::s Q - R • Cost (Real Eslal< (Joly) s ---
v
E>.:i;cofRcport
Tr.msactioll$ durln, n:portina: period
(2) T)'P< ( g. °''"' rdmdcyofbuy.<dl, Moodl- btzyaiaclkr
(ifpdv"' -.i
Bu ...
Buy
1
-ss,001 .. sts,ooo -s1s,001..sso,ooo H2 -MOte than ss,000.000
M •SIOO.OOl·S?S0,000
Pl • SS.OOO.OOl.$!5.000,000
T ·�c1
N ame of Pawn Reporting
HUFF, MARILYN L
A- B. c.
._m.1 period --
(I) m (I) (2)
- ,.,..,. div. ft: IW. « Code2 Metlrod int. ) Codtl
145. Jo! !lSOrl &: Johnson Dividend 1 T
146. l.3 Communications Dividend J T
147. Lehman Brolhcn Dividend 1 T
Lt"bcny MedU Corp Noru: 1 T
149. Merck A Dividend
ISO. Mm:k Dividend
ISi. Mcm11 Lynch & Co. A Dividend T
. Microsoft Corp. Divid<nd J T
IS3 . M i cron cchnology None T
IS4. Micron Technology None J T
ISS. Pa Corp Dividend J T
156. Pepsico, Inc. Dividend J T
157. Dividend J T
158. Pfizer, Inc. A Divid<nd J T
159. Sandislc Corp. None J T
160. Texas Instruments A Dividend J T
161. Tune Warner None T
162. United H<atth ()roup Dividcrul J T .
A • SJ.ooo cwm B c
S
( See c o1 .... CJ U • Book Vakle v •°""< w •Esrimot<d
.Date or R eport
51 1 212005
-, o.
(I) lfnoc cxa:i1l( ll'Omdc.dostn (2) (3) (4) (S)
,.,..,. ( .... Valu. Jdcntifyof Code l Cod<
"""''· Doy (l'P) I (A-redemption) "' lr'anAcCioa)
Buy 11122 1
Buy 7119 1
1!20 1
Buy 1122 J
Bough! 1119 J
Sold 1/01 1
Buy 7115 J
1116 1
Buy 7/IS
11129 1
Buy 7121 1
Buy 9122 J
Buy 7/IS J
Buy 11111 J
Buy 7/16 J
Buy Sl2.S J
8/02 J
Buy 7/20 J
D E
·Cash'M .....
FINANCIAL DISCLOSURE REPORT
Page 9 oflO
,,...,.,..,. "'"""" ln<ome.r.riog Gl'OISS 111Jue it end or
< --
Place "(X)" al!<c-..... (e.g. V1lut Value fromprior discbstn Code I
(A·ff) (J.P) (Q-W)
A
A
A -
148.
A
1
152 A
J
A
A
Pfi=, Inc. A
1
A
I. lncomo'GaioCod"' •Sl,00142)00 •SJ.501-$5.000
(Sc< Col"""• BI aod 04) F •SS0.0014100,GOO G -S 100.001-SJ ,000,000 HI •Sl,OOO,OOJ-$5.000,000
1. Valuo Codet: ) •SIS,OOOor less )( • Sll.l)Ol-.SS0.000 L •S50,001...SIOO.(X)O
\Sc<C....,.aCI ond 03) N •S"'..S0.000-$500.000 0 • SOO,OOl-Sl,000.000 Pl =SL000.001-.SS,000,000
Pl • ru.000,001.sso,ooo.ooo P< •SM,..'""' $$0,000,000
l, V•l11e Mdbod Codes Q •App"IG>I R •Cost (l<,.J E>uoe O..ly) s .............
T..._,._....,. poriod
°''" Galo buy. sdl, Moolh buycdsdler
\d"priva1e
Buy -·
Buy
1
Buy
Buy
• SS,OO.l-.SIS,000 -su.001-.s50,ooo Hl ·-.lb.Jo> ss.000,000
M e$l00.a)l..s:?S0,000 l'2 =Sl,OOO.OOl·f'..S.000,000
T
Name o( P-cTson Reporting HUFF, MARILYN C.
.Da.tc of Report
511 212005
VU. INV ESTMENTS and TRUSTS - ........_ .,..., .........,oos tmcludts <bow oC'"'.,,..,. ...i """"""" <bild:co. s.e pp.)+.$? or m1n, """"'dooo. J
8. c.
rqMting period rq>Ordag period
(I) (2) (I ) (2)
- 1')'1'4 .. ....,
int . )
163. R.5 IRA(X) D Interest J T
164. DC. Trust (X) Schwab MM A Jn ...... t J T
A B c
(SttCoWmnCl) U • Book Value v •00... w • EJrimatod
,
' o.
(I) lfnntcxcn t11 nnn1 .....
(2) TYJIC (c ... °"" buy ... ll. M-· -·
...i...,dou) Day
D
(3)
vo1 .. °""' 2
(4) (S)
I (A· "' -)
E
FINANClAL DlSCL.OSURE REPORT
Page 10 of IO
A.
OcscripOO. ot AstcU -durina Gross value al end of
(includinJINataucts)
PIKe "OCY after each asset o� 1.... V1luc v.,.,. !torn prior disclo$1W Code I div. l't1tl. Olt Cod<l
(A·}I) Q·•> Cod<J (Q-W)
T,,,_ _...period
(l.P)
Gain ldeoticyo.r Cod< bu)'tdsie:Ucr
(ifprlvote
. . .
I. Iacocno'Gai. Codes: • S 1 ;OI» er las • Sl,001.$2)00 •ll.SOl..SS,000
(SccCol-Bl and DI) F •SSO,OOJ..Sl00,000 0 -St00,001-Sl.OQ0,000 Hl • Jl.000.001..SS,000,000
2. V;a,I Codc-.s: J • SlS.000 or liess K • su.001.sso.ooo L • SS0,0014100, 000
(SecColuno; Cl ond 00) N •s:zso,ooo.ssilo,000 0 •.S500.00l·S 1,000,000 Pt • s1.ooo.001..ss,ooo.ooo
P3 • S2S, 000,001...S.S0,000.000 P4 • S�!cft 1lun SS0,000,000
l. Value Method Cocks Q •.._;,.! R •C..1 (Rcol Eswe Ooly) s .............
•Si,001..SIS,OOO
H2 ·Mo lhanSS,000,000
M -s100.001 s:?So.ooo
P2 • ss.000.001.sis.ooo.ooo
T •CaslllM>rttet
• $1$,001..SS0,000
Da te of R tpl)rt FlNAl. ClAL DISCLOSURE REPORT Name of Pmon Reporting
HUFF, MARJLYNL 511212005
VUL ADDffiONALINFORMATION OR EXPLANATIONS
I. lians # 93, 95, 104, 105, 107, 115, 116, 121 lrom lhe 2003 Reportuo not listed in Ille 2004 Rq>ort u llloyno longer pMain to a dependentchild.
2. Items# 84 aod 8S aom lhe 2003 Report an consolidal<d wilh llem #6 in lhe 2004 Report.
3. Items# I, 2, 90-97, 105, 107-111, 113, 114-162 became as&scls of Trust #1. {See Pvt I).
O:tte of Report FINAl'ICIAL DISCLOSURE REPORT NameofPersoo Reporting
HUFF, MAIULYN L S/l2/200S
IX. CERTIFlCA TION.
I certify that all infonnation 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 thatany information not reported was withheld
because it met applicable statutory provisions permitting non-disclosure.
I further certifylhat earned income from outside employment and honoraria and the acceptance of gifts whichhave been reported are in compliance with the provisions of S U.S.C. §SOI et seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
Signature
NOTE: ANYINDNIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAll.S TO FILE 1HIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Conunittee on Financial Disclosure
Admlliistrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N .E.
Washington, D.C. 20544