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Judicial Watch • Marilyn L Huff Financial Disclosure Report for 2007

Marilyn L Huff Financial Disclosure Report for 2007

Marilyn L Huff Financial Disclosure Report for 2007

Page 1: Marilyn L Huff Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:28

Date Created:November 4, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Marilyn L Huff, MARILYN, vanguard, Market, 2007, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app. JOI-I Person Reporting (last name, first, middle initial) HUFF, MARILYN Court Organization USDC, SOUTHERN DIST. CALIF. Date Report 05113/2008 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) ACTIVE DISTRICT JUDGE  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period /01/2007 12/3112007  
Sb. Amended Report Chambers Office Address 940 FRONT STREET, SUITE SAN DIEGO, 92IOI the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable informatioii. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) Trustee Trust#  -  
CJ) C:l  :::0  
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) -., a=::: Cf)::' c:.l--> -,,_,:.::0 ..U.. rri  ::;::  NONE (No reportable agreements.) -qr 1  

 TIES AND fT1 

Date Report 
Name Person Reporting 
05/13/2008
HUFF, MARILYN 
Ill. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

(yours, not spouse's) Spouse's Non-Investment Income you were married during any portion the reporting year, complete this section.
(Dollar amount no/ required excepl for honoraria.) NONE (No reportable non-investment income.) 
1-12/07 DLA, Piper Attorney 
IV. REIMBURSEMENTS transportation, lodging.food, entertainment
(Includes those spouse and dependenl children; see pp. 25-27 offiling ins/rue/ions.) 

Date Report 
Name Person Reporting 
05/13/2008
HUFF, MARILYN GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) 

DESCRIPTION 
VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 ofjilillg instructions.) NONE (No reportable liabilities.) Chase Manhattan Share real estate mortgage 
Union Bank Real estate mortgage 

Date Report 
Name Person Reporting 
05/13/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
--------------------- ------------------ --------- ------..  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  
---- -------- --------1  ------ 

(I) (2) 
(I) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  
exempt from prior disclosure  Code  div., rent,  Code  
(A-H) int.)  (J-P)  

Value Type (e.g., Method buy, sell, Code redemption) 
(Q-W) 
Date 
Month Day 

Value Gain Code Code (J-P) (A-H) identity buyer/seller (if private transaction) Boggs Inv., San Diego,  Rent Sun Oil  Dividend Rental property, San Diego, (T)  Rent Wells Fargo Accounts-SDCA (T)  Interest American General  Interest  Tenn  4/19 Profit Sharing *Total Value  Interest  Following list assets. Sched Assets Transactions Trust  Interest Vanguard Total Intl Stock  Dividend  
10. Vanguard Total Bond Index  Interest  
11. Vanguard Bond Index  Interest  
12. Vanguard In. SP 500  Dividend  
13. Vanguard Value Index  Dividend  
14. Vanguard Growth Index  Dividend  
I5. Vanguard Sm. Cap Stock Index  Dividend  
16. Dodge Cox  Dividend  
17. Spartan Ext. Market  Dividend Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000  
(See Columns and 04) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250.1/!JO  
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
Name Person Reporting 
05113/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
18. Rowe Price Intl. Bond  Interest  
19. Vanguard Intl. Growth Port.  None  
20. Vanguard Windsor  Dividend  
21. Vanguard Sm. Cap Value  Dividend  
22. Shares MSC  Dividend  Sold Part  10/15  
23. Shares SP 600 Sm. Cap Growth Index  Dividend  
24. Vanguard High Yield Corp.  Interest  
25. Vanguard GNMA  Interest  
26. Vanguard Intl. Prot.  Interest  
27. Pimco Total Return Cl.D  Interest  
28. Vanguard Equity  Dividend  Sold  6101  
29. Wisdom Tree Int'!.  None  Buy  8/20  
30. Cash Management  Interest  
31. Columbia Liberty Acom (y)  
32. OTHER ASSETS 401(k) PROFIT SHARING  
33. Live Oak Assoc III 34. First Reg. Bank IRA  None Interest  

Date Report 
Name Person Reporting 

05/13/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure Code div., rent, 
Gross value end reporting period 
v11 -e-
vCode2 Method
buy, sell, Month_ Code2 Code buyer/seller 

redemption) Day (J-P) (A-H) (1fpnvate transaction) (A-H) int.) 
(J-P) Code

-------------------------------l
---------------

--------------------------------------------- Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5 ,000 =$5,00 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001  $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment o::(ash Market  
(See Column C2) =Book Value =Other ""Estimated  

Date Report 
Name Person Reporting 
05/J 3/2008 
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS -income, varue, transactions (Includes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 
------------------------------------------------
Ct) (SJ 
Description Assets Income during Gross value end (mcludmg trust assets) reportmg period --(1_)__ Place "(X)" after each Value Value 
(J-P) (Q-W) 
reportmg period 
Code Method Transactions during reportmg period 
-(2)-r(3)T(4) 
Type (e.g., Date Value Gam Identity buy, sell, buyer/sellerredemption) (if private
transaction) 
Code 
Code Code IMonth 
exempt from prior 
Type (e.g., div., rent, int.) 
(A-H) 
Code Day (J-P) (A-H) 
52. 53. DFA Lg. Cap. Val. DFA Int. Sm. Cap. Val.  Dividend Dividend  
54. 55. 56. Vanguard Wrld Int. Growth Vanguard Growth Index Schwab Money Market  None Dividend Interest  
57. Home Depot  Dividend  
58. Comcast  None  
59. Longleaf Small Cap.  Dividend  
60. Vanguard Short Term Sig  Interest  
61. Vanguard GNMA  Interest  
62. Vanguard HI-Yid Corp.  Interest  
63. Vanguard Ex. Mkt. Ind.  Dividend  
64. Rowe Price Sci Tech  None  
65. Vanguard REIT  Dividend  
66. DFA 6-10 Sm. Cap. Value  Dividend  
67. DFA Large Cap Port  Dividend  
68. DFA 6-10 Small Cap. Port  Dividend  

------------------------------------------I. Income Gain Codes: =$1.000 less =$1,001. $2,500 =$2,501 -$5,000  D=$5,001 -$15,000  E=$15,00l -$50,000  
(See Columns and 04)  F=$50,00I  $100,000  G=$100,00l -$1,000,000  HI=$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes  J=$15,000 less  K=$15,00  $50,000 =$50,001 -$!00,000 =$!00,001 -$250,000  
(See Columns and 03)  N=$250,00 -$500,000  0=$500,001 -$1,000,000  Pl=$1,000,001 -$5,000,000  P2=$5,000,001 -$25,000,000  
P3=$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

Name Person Reporting 
Date Report 
05/13/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) ----------------;__--------______ ___ ---
div., rent, buy, sell, Month

Description Assets Income during Gross value end Transactions during reporting period
(including trust assets) reportmg period reporting penod 
Code 
Place "(X)" after each asset
Co:J
(A-H) 
exempt from pnor disclosure Code buyer/seller int.) (J-P) Code redemption) Day 
(J-P) 

(if private 
(Q-W) 
transaction)__ 
69. 70. 71. 72. 73. 74. 75.  DFA 5Yr. Global Vanguard Short Tenn Bond Investor Vanguard Inflation Prot. END ASSETS IRA-MLH Schwab Cal Muni Mut Fund GCWF Partners GCWF Partners  Interest Interest Interest Interest None None  
76.  GCWF Ventures  None  
77. 78.  GCWF (A-E) Invest. Partners GCWF (F-NI)Invest Partners  Distribution Distribution  
79. 80.  DLA Piper Real Estate Fund DLA Piper Venture 2006  Interest None  Distribution  11/08  
81.  Wells Fargo Bank SDCA (y)  
82.  Schwab Custodial Money Market (BB) (y)  
83.  NASDAQ 100 (BB) (y)  
84.  Vanguard Windsor (BB) (y)  
85.  Pfizer (y) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,50l -$5.000 =$5,001 -$15,000 =$15,001 -$50,000 (Sec Columns and 04) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000, 
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 

VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.)
Name Person Reporting 
Date Report 
HUFF, MARILYN 
05/13/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
--r----- 
----------- 
Description Assets 
Income during 
Gross value end 
Transactions during reporting period 
(including trust assets) reporting period 
(2) 
reporting period 

(2) (4) 
Amount
Place "(X)" after each asset Type (e.g., 
Value 
Value 
Gain Identity 
exempt from prior disclosure 
div., rent, 
Code 
Code Method buyer/seller
I:; 

Code (A-H)or int.) (J-P) (if private 
transaction) 
103.  Property, San Diego Co., CA-Appraisal 8/18/03  Rent  
104.  ISH Index 500  Dividend  
105. 106.  ISH Index Mscl ISH SP Mid Cap 400  Dividend Dividend  
107.  ISH SP Cap 600  Dividend  
108.  Allianz Div. Fund  Dividend  
109.  Templeton World  Dividend  
110. Trust Schwab  Interest  Distribution  4/20  
111.  RSB IRA Smith Barney  Dividend  
112.  !DEX Med. Growth (IRA)  Dividend  Sold Part  1215  
113.  IDEX Growth Port. (IRA)  Dividend  
114.  Smith Barney Muni (Western Asset)  Interest  
115.  Western Asset  Dividend  Buy  7/24  
116.  Ivy Asset Fund  Dividend  Buy  11/16  
117.  Hartford Cap. App.  Dividend  Buy  11/16  
118.  Power Shares High Yid. Eq.  Dividend  
119.  Calamos Growth Fd.  None =$50,001 -$100,000 $50,000,000 =$5,001 -$15,000 =More than $5,000,000 =$100,001 -$250,000 
---'"c-s2.sol-$s:OOO =$1,000,001 -$5,000,000 =$1,000.001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated 
lll =$100,001 -$1,000,000 =$15,00I -$50,000 =$500,001 -$1,000,000 =Cost (Real Estate Only) 
Value Codes 

(Sec Columns and 04) (See Columns and 03) N=$15,000 less =$250,001 -$500,000P3 =$25,000,00 
Value Method Codes =Appraisal (See Column C2) =Book Value =Other
Name Person Reporting 
Date Report 
HUFF, MARILYN 
05/13/2008 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
(I) (2) 
(I) 
(4) 
(5)
(2) 
120.  USE Credit Union SDCA  Interest  
121.  USE SDCA  Interest  12/07  
122.  USE SDCA  Interest  
123.  USE SDCA  Interest  
124.  Vanguard  Interest  Bought Addt  2/20  
125.  Vanguard  Interest  Bought Addt  2/22  
126.  Vanguard  Interest  Bought Addt  5/15  
127. Bank  Interest  
128.  Vanguard Life Strategy  Dividend  Buy  8/02  
129.  Vanguard Windsor  Dividend  Buy  3105  
130.  Google  None  Buy  11116  
131.  Illumina  None  Buy  11/18  
132.  Illumina  None  Buy  2/12  
133.  Illumina  None  Buy  11/08  
134.  VMWare  None  Buy  11/05  
135.  VMWare  None  Buy  11/26  
136.  lnterwoven/lmanage  None  Exchanged  2/02  

Amoun1 Type (e.g., Value Value
Place "(X)" after each asset 
Code 
div., rent, Code Metho 
exempt from prior disclosure 
(A-H) int.) (J-P) Code 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month-
Day 

Value Code 
(J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
Description Assets 
(including trust assets) 

-----------  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period 
Income Gain Codes: 	-----;,_ =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 E=$15,00I-$50,000 (See Columns and 04) 450,001 -$100.000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 
Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 

(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 
Value Method Codes =Appraisal ooCost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other ""Estimated 

Name Person Reporting 
Date Report 
05/13/2008
HUFF, MARILYN 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
1------ 
Transactions during reporting period Gross value end 
reporting period 
(2) (I)(I)! (2)  (I)  (2)  (3)  (4) (5)  
AmountPlace "(X)" after each asset  .,Type (e.g  Value  Value  Type (e.g.,  Date  Value  Gain Identity  
exempt from prior disclosure  Code  div., rent.  Code  Method  buy, sell,  Month- Code  Code buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H) (if private  
(Q-W)  transaction)  

Description Assets Income during (including trust assets) reporting period 
137.  Interwoven/Imanage  None  Sold Part  5116  
138.  Washington Mutual Accts.  Interest  Open  12/14 Codes: =$1,000 less =$1,001 -$2,500 =$2,501-$5,000 =$5,001-$15,000 and D4) $HI =$1,000,001 -$5,000,000 =More than $5,000,000 
 :!:!-!::ooo =$50,001-$100,000 =$100,001 -$250,000, 2_:::  =:= rl:ooo
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 Pl=$1,000,001 -$5,000,000 =$5,000,001-$25,000,000 P3=$25,000,001 -$50,000,000 =More than $50,000,000 3.Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column C2) =Book Value =Other =Estimated 
---------------------------------------
E=$15,00l -$5 

Date Report 
Name Person Reporting 
05113/2008
HUFF, MARILYN 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate parto/Reporl) 
Trust assets listed Tin Part Vil. 
Line No. 31: This asset related #38 of5/14/07 Report and was sold 8/5/05. 

Name Person Reporting 
Date Report 
HUFF, MARILYN 
05/13/2008 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, .E. Washington, D.C. 20544 Government Act 1978
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app. $}IOI-I Person Reporting (last name, first, middle initial) HUFF, MARILYN Title (Article lJI judges indicate active senior status; magistrate judges indicate full-or part-time) ACTIVE DISTRICT JUDGE Court Organization USDC, SOUTHERN DIST. CALIF. Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Final Date Report 08/15/2008 Reporting Period 01/01/2007 12/31/2007  
Sb. Amended Report Chambers Office Address 940 FRONT STREET, SUITE 5315 SAN DIEGO, 92101 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations, Reviewing Officer Date ANT NOT ES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions,) NONE (No reportable positions.) 

Trust# 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing ins/ructions.) 

NONE (No reportable agreements.) 

08/15/2008
HUFF, MARILYN 
III. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
G2J NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

(yours, not spouse's) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. 
(Dollar amounl nor required exceprfor honoraria.) NONE (No reportable non-investment income.) 1-12/07 DLA, Piper Attorney 

IV. REIMBURSEMENTS -transportation, /odging,food, entertainment (Includes !hose spouse and dependent children; see pp. 25-27 filing instructions.) 
G2J NONE (No reportable reimbursements.) 

HUFF, MARILYN 
08/15/2008 

V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[2J NONE (No reportable gifts.) 

VI. LIABILITIES, (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) Chase Manhattan Share real estate mortgage 
Union Bank Real estate mortgage 

Date Report 
Name Person Reporting 
08115/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
[)1
------------------------------ 
Description Assets Transactions during reporting period 
Income during 
Gross value end 
m-r-(2)-
(including trust assets) reporting period 
reporting period 

(2)
(!)

(3) (4)1------rn----
Place "(X)" after each asset Value 
Month -Code Code 

;:r:d 
Date Gam Identity
Type (e.g., 
Amount 
Code div., rent, exempt from prior disclosure buyer/seller 
(A-H) int.) 
(J-P) Code 
(A-H)Day (J-P) (1f pnvate 

transaction) (Q-W) 
----------J_  Boggs Inv., San Diego, (T)  Rent  Sun Oil  Dividend  Rental property, San Diego,  (T)  Rent  

Wells Fargo Accounts-SDCA (T)  
American General Profit Sharing  Total Value  

Interest  
Interest  Term  4119  
Interest  Following list assets. 
Sched Assets Transactions 
Trust Interest 

Vanguard Total Intl Stock Dividend 
10. Vanguard Total Bond Index Interest Vanguard Bond Index Interest 
12. 
Vanguard In. SP 500 Dividend 

13. 
Vanguard Value Index Dividend 

14. 
Vanguard Growth Index Dividend 

15. 
Vanguard Sm. Cap Stock Index Dividend 

16. 
Dodge Cox Dividend 

17.  Spartan Ext. Market Income Gain Codes: J,000 less  
(See Columns and 04) =$50,00 -$I 00,000 Value Codes =$15,000 less  
(See Columns and DJ) =$250,00I -$500,000 =$25,000,001 -$50,000,000 Value Method Codes =Appraisal  
(Sec Column C2) =Book Value  

Dividend =$1,00 -$2,500 =$I 00,001 -$1,000,000 =$15,001 -$50,000 =$500,00 -$1,000,000 ooCosl (Real Estate Only) =Other =$2,50 -$5,000 =$1,000,001-$5,000,000 L=$50,001 -$t00,000 =$t,000,00I -$5,000,000 =More than $50,000,000 =Assessment ""Estimated 0=$5,001-$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,00 -$25,000,000 
T=Cash Market =$15,00 -$50,000 
Type (e.g., 
08/15/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
-----1-----s. -----------------------
,------
---  
Gross value end Transactions during reporting period 
Income during 
Description Assets 

(including trust assets) 
reporting period 
reporting period 
(2) (1) (3) (4) (5) 
Value ate Value Gain
(l) 
Place "(X)" after each asset Amount Value Type (e.g., Identity 
buyer/seller 
Code 
Method buy, sell, nth -Code Code 
Code redemption) (J-P) (A-H)
(J-P) 
exempt from prior disclosure 

(A-H) int.) (if private 
transaction)
(Q-W) Rowe Price Intl. Bond  Interest  
19. Vanguard Intl. Growth Port.  None  
20. Vanguard Windsor  Dividend  
21. Vanguard Sm. Cap Value  Dividend  
22. Shares MSC  Dividend Sold Part 10/15  
23. Shares SP 600 Sm. Cap Growth Index  Dividend  

24. 
Vanguard High Yield Corp. 

25. 
Vanguard GNMA 

26. 
Vanguard Intl. Prot. 

27. 
Pimco Total Return Cl.D 

28. 
Vanguard Equity 

29. 
Wisdom Tree Int'!. 

30. Cash Management 

31. 
Columbia Liberty Acom (y) 

32. 
OTHER ASSETS 40!(k) PROFIT SHARING 

33. 
Live Oak Assoc Ill 
Interest 
Interest 
Interest 
Interest 
Dividend Sold 6/01 
None Buy 8/20 
Interest 
None Sold 8/05 See Part Ill 
None 
First Reg. Bank IRA 
Interest 
r-------------- Income Gain Codes: =$1,000 less $1,001  $2,500 $2,501 -$5,000 $5,001 -$15,000 $15.00 -$50.000  (Sec Columns and 04) Value Codes (Sec Columns and 03) =$50,001  $100,000 ""$15.000 less =$250,001  $500,000 $100,001  $1,000,000 =$15,001 -$50,000 =$500,001  $1,000,000 ,000,001  $5,000,000 450,001 -$100,000 $1.000.00  $5,000,000 More than $5,000,000 $100.00J. $250.000 $5,000.001 -$21.000,000 $25,000,00  $50,000,000 More than $50,000,000 Value Method Codes Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Gross valu end 
Income during 
Transactions during reporting period reporting period reporting period 
1-(-1)-.,--(2)-
--f 
(I) (2)
Amount Type (e.g., 
Value Value
Code 
Code Method div., rent, 
Place "(X)" after each asset exempt from pnor disclosure
(J-P) Code

(Q:W) _j_ -.. ---_____ 
35. 
END ASSETS 40l(k) 

36. 
IRA American General Interest 
Charles Schwab IRA Total Value** Int./Div. 	Assets listed below SCHEDULE ASSETS TRANSACTIONS 
U.S. Treas Strip 25K 8/5/2008 	None 
40.  Ball Corp.  Dividend  
41.  Glaxo Smith Kline  Dividend  
42.  Eli Lilly  Dividend  
43.  Alcoa Inc  Dividend  

44. 
Pimco Total Return Interest 
45. 
Vanguard Bond Index Interest 

46. Marathon (USX)  Dividend  
47. ATT New (SBC) (Media One) (USW)  Dividend  See 2006 FDR  

48. Vodafone Group Dividend 

49. 50.  Vanguard Windsor DFA U.S. Micro Cap  Dividend Dividend  DFA Int. Lg. Cap. Val.  Dividend 	Income Gain Codes: =$1 ,000 less ,00  $2,500 =$2,50  $5,000 =$5,001 -$15.000 E=$15,001-$50,000 (Sec Columns and D4) =$50,00 -$I 00,000 00,00 -$1,000,000 111 =$1,000,001 -$5,000,000 J12 =More than $5,000,000 
Value Codes -=$15,000 less =$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250,000 

(Sec Columns and DJ) =$250,001 -$500,000 =$500,001 -$1.000.0J)O =$1.000,001 -$5.000.000 =$5.000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column C2) =Book Value "'1hcr =l::.st1mated 

08/15/2008
HUFF, MARILYN 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offilirig instructions.) 
NONE (No reportable income, assets, transactions.) 
Transactions during reporting period Description Assets Income during Gross value end 
(including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
52. DFA Lg. Cap. Val. Dividend 
DFA Int. Sm. Cap. Val. Dividend 
54. 
Vanguard Wrld Int. Growth None 

55. 
Vanguard Growth Index Dividend 

56. 
Schwab Money Market Interest 

57. 
Home Depot Dividend 

58. 
Comcast None 

59. 
Longleaf Small Cap. Dividend 

60. 
Vanguard Short Term Sig Interest 

61. 
Vanguard GNMA Interest 

62. 
Vanguard 1-Y Corp. Interest 

63. 
Vanguard Ex. Mkt. Ind. Dividend 

64. Rowe Price Sci Tech None 

65. 
Vanguard REIT Dividend 

66. 
DFA 6-10 Sm. Cap. Value Dividend 

67. Large Cap Port Dividend 

68. 6-10 Small Cap. Port  Dividend Income Gain Codes: (Sec Columns and D4) Value Codes (Sec Columns and D1l Value Method Codes (Sec Column C2) =$1.000 less =$50,00 -$100,000 ==$15,000 less =$250,00I -$500,000 =$25,000,001 -$50,000,000 ""Appraisal ""Book Value =$1,00  $2,500 =$I 00,00 -$1,000,000 =$15,001 -$50,000 =$500,001 -$1,000,000 =Cost (Real Estate Only) ::o{)ther =$2,501 $5,000 =$1,000,00 -$5,000,000 =$50,00  00,000 =$1,000,001 -$5,000,000 =More than $50,000,000 .=Assessment =Estimated =$5.00  $15,000 112 =More than $5,000,000 =$100,00  $250,000 =$5.000,001 -$25.000,000 :ooCash Market =$15,001 -$50,000  

Date Report 
HUFF, MARILYN 
08/15/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
DeS



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