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Judicial Watch • William J Rea Financial Disclosure Report for 2003

William J Rea Financial Disclosure Report for 2003

William J Rea Financial Disclosure Report for 2003

Page 1: William J Rea Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:24

Date Created:February 3, 2005

Date Uploaded to the Library:November 23, 2013

Tags:William J Rea, 2003, INVESTMENTS, EPA, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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POSIDONS. (Reporting individual only; see pp. 9-13 filing instructions) NONE -(No reportable positions.) MEN'S ADVISORY COUNCIL ASSITANCE LEAGUE CALIFORNIA (NON PROFIT) 

IT. AGREEMENTS. 
 NONE -(No reportable agreements.) 
...c:.. 

ID. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 filing instructions) Filer's Non-Investment Incom NONE -(No reportable non-investment income.) 

(yours, not spouse's) 12131/03 TIIE RUTIERGROUP -CO AurHORSHIP ROYALTIES 2,500 Spouse's Non-Investment Incom -(If you were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) NONE -(No reportable non-investment income.) REIMBURSEMENTS -transportation, lodging. food. entertainment 

Name Person Reporting 
Date Report 
10/812004 GIFTS. Qncludes those spouse and dependent children. See pp. 28-31 instr uctions.) 
 NONE (No such reportable gifts.) 

VI. LIABILffIES. (Includes those spouse end dependent children. See pp. 32-34 instructions.) 
 NONE (No reportable liabilities.)

Name Person Reporting 	Date ofReport 
,Page of7 
REA, WILLIAM 	10//2004 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period (including trust assets) not exempt from disclosure 
(I) (2) (1) (2) (I) 
(2) (4) (5)Place "(X)" after each asset exempt Amount Type (e.g. Value Value Type (e,g. Date: Value Gain Identity from prior disclosure buy, sell, 
Code div. ri:nt Code2 Mdhod Month-Code2 Code buycrfseller 
(A-H) int.) (J-P) Code 	merger, Day (J-P) (A-(if private redemption)
(Q-W) 	transaction) 
DNONE (No reportable income, assels, transactions) PLC Dividend 
BAXTER INT. INC Dividend 
... 
BOEING Dividend 
CALIF."WATER SVS Dividend 
CHEVRON TEXACO CORP Dividend 
CISCO SYSTEMS 	None 
DOMINION RES. Dividend 
WALT DISNEY Dividend 
DOW CHEMICAL Dividend 

10. 
DUKE ENERGY CORP Dividend SELL 111 

11. 
EIF IST EXCH ATT Dividend 

12. 
EXXON MOBIL CORP Dividend 

FLORIDA POWER AND LlGHf Dividend 	PARTIALLY SOl.D 2002 
13. 

FORD MOTOR Dividend
14. 

15. 
GENERAL ELECTRIC Dividend 

16. 
GENTEClNC. 	None 

17. 
HOME DEPOT, INC Dividend SELL 111 

INTEL CORP Dividend
18. Value  _ 
 
(See ::ip ;.;55;-0ii!}io1-'.s2s;ooo;ooo V11iue Methua Codes A,ppraia! ..., Casb!Marl:et 
iSee Column ''"'BookVaille 
Date Report 
Name Person Reporting 
REA, WILLIAM 
10/812004 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent cbildrcn. Sec pp. 34-57 filing instructioos.) 
htcome during Gross value end 
Transactions during reporting period
Description Assets 
reporting period reporting period 
(including trust assets) 
not exempt disclosure
(1)
(2)
(I) 
(2) (3) (5) Place (X) after each asset exempt Amount Type (e.g. Value Value Type Date:e.g. Value Gain Identity fi:mn prior disclosure 
buy, sell, Month-
Code div. renl Code2 Method Code2 Code buyer/seller 
{A-H) int.) (J-P) Code3 merger, Day (J-P)
(if private 
Rdemption)
(Q-W) transaction) 
IBM
19. 

20. 
JOHNSON JOHNSON 

KONIKL PHIL.N 

21. 

22. 
MATIEL,INC 

23. 
MCDONALDS 

MERCKCO

24.

25. 

MOTOROLA. INC 
26. 

27. 
PEOPLE ENERGY CORP 

28. 
PEPSICO, INC 

29. 
QWEST INT. COM 

30. 
SPRINT CORP PCS SRI 

SPRINT CORP COM-SBC 

31. 

SBC COMM INC 

32. 
Dividend  
Dividend  SELL  1116  PARTIAL  
Dividend  
Dividend  
Dividend  SELL  1/1  
Dividend  SELL  11/6  PARTIAL  
Dividend Dividend SELL 1/1 Dividend Dividend Dividend SELL III! 
None Dividend Dividend Dividend SELL J33. 
SUFZ 
34. 
SOUTHWEST AIRLINES Dividend SELL 1/1 

35. 
SERONO S.A. SPONSORD ADR Dividend SELL 111 

36. 
TXI CAP TRUST Interest SELL 9/II .J; 
 
'-r:: Value.Ced:s 
(see andD3-) . 
 . 
;.. cl!shiMark.et ;,-: _:, _:--"-. 
 Cs: (R-eal Olli);) s  '=.Assessmeui  Vc.lue Method Codes Appmisaf' 
v-:;Iloo'kVaiue v:.,otiier 

VII. INVESTMENTS and TRUSTS -income, value, lrllllSCations (includes those the spouse and dependent children. Sec pp. 34-S7 filing instrucrioos.) Income during Ornss value end 
Transactions during reporting period Description Assets reporting period reporting period 
(including trust assets) not exempt from disclosure 
(2) (1) 
(2) (3) (4) 
Place "(X)" after each asset exempt 
from prior disclDsure 
PFIZER
37. 
38. VERIZON 
VIACOMCLB
39. 
40. 
WALGREEN 

41. 
WALMART 

42. 
LUCENT TECH., INC 

43. QWEST 
JOHN HANCOCK HEAL SCIENCES
44. 
Amount Codel (A-H)  Type (e.g. div. rent. int.)  Value Code2 (J-P)  Value Method Code3 (Q-W)  Type (e.g. buy, sell, merger, redemption)  Date: Month-Day  Value Code2 (J-P)  Gain Olde (A- Identity buyer/seller (if private transaction)  Dividend  Dividend  Dividend  Dividend  Dividend  
None  
None  SELL  1/1  Dividend  

MIL GLOBAL ALLOCATION Dividend 
46. 
MIL HEALTHCARE None MERCURY SMALL CAP None 
48. CALIFORNIA INSURED MUN Interest BUY 11/12 ADDIDONAL 
PURCHASE 
PRO LOGIS TRUST Dividend SELL 11/20
49. 

50. 
MIL BANKERS DPOSIT PROGRAM -CASH Interest 

51. HEALTH FACll.ITY Interest 

52. 
SAN FRANCISCO CITY -CA Interest 

EAST BAY MUNI Interest SELL 7/18 PWR AGENCY Interest 
.:.: ....  Dash/Market. 
Date Report
Name Person Reporting 
;page of7 
REA, WIUlAM 
1018/2004 
VII. INVESTMENTS and TRUSTS -income, value, transcations (mcludesthose ofthe spouse and dependent children. Sec pp. 34-S7 offiling instructions.) Income during Gross value end Transactions during reporting period 
Description Assets reporting period 
(including trust assets) 

reporting period 
(2) 
110! exempt from disclosure 
(I) (2) (1) 
(2)
Place "(X)" after each asset exempt Amount Type (e.g. Value Value Type (e.g. from prior disclosure Codcl 
Gain
Date: Value 
Identity 
Code2 Method buy, sell, Month Code2 Code buyer/sellerdiv. rent. 
(AH)  int.)  (J-P)  Code3 (Q-W)  merger,redemption)  Day  (J-P)  (A  (if private lnlDSaClion)  
SS.  SANTA CLARA ELEC REV  Interest  
56.  SAN DIEGO PUB FCS FIN  Interest  
57.  MIL CMA-CASH ACCT  Interest  
58.  GRAHAM CO. KANAS, PARTNER  Rent  

59. 
KRUPP LTD PAR1NER Rent 

60. 
VILLA TOLUCA LTD PARTNER Rent 

61. 
ATT CORP WIRELESS 	None SEIL 1/1 

62. 
COCA COLA Dividend 

63. 
BEIL SOUTH Dividend 

64. 
SBC COMMUNICATIONS Dividend 

DUKE ENERGY Dividend

65. 

66. 
HOME DEPOT Dividend SEIL 111 

67. 
EXXON MOBIL CORP Dividend 

VERIZON Dividend

68. 

70. 
PFIZER INC DEL Dividend 
VODAFONE Dividend 
AGERE SYSTEMS 	None
71. 
72. MIL CALIF MUNI BOND Interest ,..:Si5;flOH50,000 
  ..;;   

:$,O(}!l,001 $;150;!)05,PQuoo  .    J'F
(See Columns and DJ)  	s 
lvletho Codes =Appraisal 
 . Vi EStimated .. 
Date ofReport
Name ofPerson Reporting
):lage 5of7 REA, WILLIAM 
10/812004 VlI. INVESTMENTS and TRUSTS -inco me, value, transcations (inc ludes those ofthe spouse anddependent children. See pp. 34-57offiling
instrw:tions.)
Im:omeduring Gross value end Transactions duringreporting periodDescriptionof Assets reporting period reporting period
(including trust assets) 
(2) (1)(1) notexempt fromdisclosure 
(S)
Dat
(2) 	Identity
Place "(X)" after each assetexemptfrom prior disclosure 
Value Value Type (e.g. e:Amount Type (e.g.
div. rent 
Valu Gain Cod Method buy, sell, Month-Code Code2 Code buyerIseller
(ifprivate (A-H) int.) (J-P) Day (J-P)
Code3 !Jlerger, (Q-W) redemption) 
ttansaction) TREASURY BOND Interest 
74. MILBANK.USA Interest 
76. 
MIL SMALL CAP Interest 
JOHN HANCOCK HEALTH Dividend 
77. HEALTIICARE Dividend 

78. 	
MSDW LACOMTA-A Interest SEU. 7/1 
MSDW LALSE REVA Interest SELL 8/15 
MSDW ST.PUB Interest
80. 
WKS 
81. 	
MSDW SANFRANSWR Interest SELL 3!3 

82. 	
MSDW REDDING R/A-D Interest SELL 912 

83. 	
MSDW LADWAPELEC Interest SELL 11/17 

84. 	
MSDW TAXFREE SELL 8/14 PARTIAL 

85. -LIQUID ASSET FUND Dividend 

86. 	
TCW/DW TERM TRUST 2003 -MS Dividend 

87. 	
UBS (PAINEWEBBER)-UNN REVBOND Interest SELL 919 

88. TREASURY SERIES HH/H Interest 

89. 	
BENTCA UNI SCH DIST None BUY 06/18 

90. 	
LAS VIRGENSES UNI SCH DIST None BUY 06/18 ;o()lS2.50 .Hi 
 .Ine/Gain Codes: =;s,1,tioo.,91' rsee eo1um1.ts. .andD4) .,sqo_o1,$10;ooo. - G
...
:,";-,.:. 
  _:=,'.:Rf$S. 
c'(;. =Book'Value 
=Oilier w .;=Estui1atetl 

 i/aJueMethodCod5
iSee Column c:; 
Date Report 
Name Person Reporting 
_Page 6of7 
10/8/2004
REA, WilllAM 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent clu1drcn. See pp. 34-57 filing instructions.) 
Description Assets (including trust assets) 
Place "tX)" after each asset exempt from prior disclome 
91. 
MONTEBEILO UNI SCH DIST 

92. 
PALOS VERDES PENINSULA 

93. 
CENTER UNI SCH DIST RFDG 

94. 
SAN JOAQUIN Hil.J...S TRANSN CORRIDOR 

95. 
BERRYESSA SCH DIST ELECTION 1999 
Income during 

reporting period 
(I)  (2)  
Amount Code (A-H)  Type div. rent. int.)  (e.g.  

None 
None 
None 
None 
None Gross value end reporting period 
(1) (2) 
Value Value Code2 Method (J-P) Code3 
(Q-W) 
(1) 
Type (e.g. buy, sell, 
merger, redemption) 
BUY 
BUY 
BUY 
BUY 
BUY 
Transactions during reporting period not exempt from disclosure 
(2) Date: Month-Day  (3) Value Code2 (J-P)  (4) Gain Code {AID  (5) Identity buyer/seller (if private transaction)  
06/18  
6/18  
8/19  
8/19  
81/14  

96. FOOTI:ULL ANZA CMNTY COLLEGE None BUY 8/14 DIST 
HACIENDA PUENfE UNI 	None BUY 712 
98. SAN BERNARDINO CITY UNI 	None BUY 7/2 
LORD ABBETI BOND FUND Interest BUY
99. 
100. 
LORD ABBETf BOND FUND Interest BUY 

101. 
SAN JUAN CTR DIST Interest BUY 6/25 

CONOCOPHOILLIPS Dividend BUY 6125
102. 
IST FINANCIAL Dividend BUY/SEL 	BOUGIIT 6/20 
103. 	SOLD 11/06 
AMERICAN CAPITAL INCOME BUllDER Dividend BUY 	BOUGlITON 6/25 AND 9/16 104. 
105.  NICHOLAS APPEGlATE CONY AND INCOME  Interest  BUY  7/31  
106.  MUNI INTERMEDIATE DURATION FUND  Interest  BUY  8/1  
107. INSURANCE MUNI  Interest  BUY  11/12  
108.  MEDCO HEALTH SOLUTINS  None  BUY/SEL  8/25  RECEIVED STOCK DIV Valut Method Cndes .,;}l:pprais'ul : ISee Coiumn C2) -"' Boiif. Value. Description ofAssets (including trust assets) Income dming reporting period  c.Gross value end ofreportingperiod  D.Transactions during reporting period  
Place "(X)" aftereach asset cumplfrom prior disclosure  (1) Amount Code (A-H)  (2) Type (e.g.div. rent. int.)  (1) Value Code2 (J-P)  (2) Value Method Code3 (Q-W)  (I) Type (e.g.buy, sci merger,redemption) not exempt from disclosure (2) (3) (4) (5)Date: Value Gain Identity MonthCode2 Code buyer/sellerDay (J-P) (A(ifprivate ttansaclion)  
109.  WASHINGTON MUTUAL  Dividend  BUY  11112  
110. lll.  NATIONAL COMMERCE FIN REG WSTWTR  Dividend Interest  BUY PURC 2002  11112 NOTINCLUDED  

 
   A ""$J;'oO;g1 '."  ...Slj{)Ql$2,?00:; "-:'.=''; C . ;.,$;{){)FSl5;00Q 
'"ftl.:.siof!b.ooi,009,000: -0ore11;an!P?;oop;ooo .;Sl5;00hS'50}lOO 
 hlc:omeiGaill'0des:
 
 


.:. 
o
.
..:o.n
 
.. Varue-Cia:: 
(See cCl1umns 3nd03)
 
 

  
.. '='s25:000001-s50;000.000.
Cn!it{Reat Estate Oiliy). 

= ;essmentValueMet.'iod Codes

. 
...,,,:faated 


!SeeColu.'llll C2'l BClak Vhlut Oilier . 

. ... 

VllI. ADDIDONAL INFORMATION EXPLANATIONS Cln 

:.:: 
U'l 
c.n
t.o
c::i 
::0 1'11
--.; "'::"'J 

ill. NON-INVESTMENT INCOME. (Reporting individual and spouse; sec PP 11-24 offiling instructions) Filer's Non-Investment Incom NONE -(No reportable non-investment income.) 

(yours, not spouse's) 12131/03 2,500 Spouse's Non-Investment Incom -(Ifyou were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) NONE -(No reportable nm-investment income.) 

IV. REIMBURSEMENTS -transportation. lodging, food. entertainment (Includes those spouse and dependent children. See pp. 25-27 instructions.) 

Name Person Reporting 

Date Report 
S/3112004
REA. Wl1.LlAM GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE -(No such reportable gifts.) 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
 NONE (No reportable liabilities.) 

"-FIN.AlCIAL DISCLOSURE REPORT 

Date Report
Name Person Reporting Page of7 

S/3112004
REA, WlUJAM 
VII. INVESTMENTS and TRUSTS -income, value, transcations (inc:ludcs those the spouse and dependent du'ldren. Sec pp. 34-57 offiliDg instructions.) Income during Gross value end Transactions during rq>OrtiDg period 
Dcscriplion Assets n:pcrting period reporting period 
(including trust assets) 

1/1 

not exempt disclosure
(2) (1) 
(2) (1) 
(2) 	{S) 
Place "(X)" after each asset exempt Amount Type (e.g. Value 
Value Type (e.g. 
Date: Value ldc:ntity 
from prior disclosure 	Codcl div. rent Code2 Method buy, sell, 
Month-Code2 buyer/seller 
Codc3 merger, 
Day (J-P) (A-(if private (A-H) inl.) (J-P) 
redemption) 
transaction) DNONE (No reportable income, assets, ortnmsactions) 
(Q-W) PLC Dividend T1.
BAXTER INT. INC Dividend
BOEING Dividend CALIF. WATER SVS Dividend CHEVRON TEXACO CORP Dividend CISCO SYSTEMS 	None 
DOMINION RES. Dividend 
WALT DISNEY Dividend 
DOW CHEMICAL Dividend
SELL 
DUKE ENERGY CORP Dividend10.
11. EIF IST EXCH ATT Dividend EXXON MOBil. CORP Dividend 

PARTIAlLY
13. FLORIDA POWER AND LIGHT Dividend 
S01DIN2002
14. FORD MOTOR Dividend
GENERAL ELECTRIC Dividend
15.
None
GENTECINC.
16. 
1/1
SELL 
17. HOME DEPOT, INC Dividend Dividend
INTEL CORP18. =$15,001450,000 Income/Gain Codes: $1;000 orlcss ...$1,001..$2.500 =.$2.SOl-$5,000 
(See CnlummRt '8nd 04} ,.. SS0,00h$100;000  s100;00lS1;ooo;OOO Value Codes: ='$15,001-$50;000 
(SeeColunmsC!andD3l s2so,ooo-ssoo,ooo $500,001-S 1,000,000 s2s,ooo.001.sso.ooo.ooo $More than $50;000;000 Cost (Real Estate Only) Assessment Casb/Market ValueMetbodCodcs Column C2i =Book Value ;Other =Estimated 
 
FINAlCIAL DISCLOSURE REPORT 
Name Person Reporting 
Date Report Page of7 
REA, WILLIAM 
S/31/2004 
VII. INVESTMENTS and TRUSTS -inc:omc, value, transcations (includes those the spouse and dependent children. Sec pp. 34-S1 filing instructions.) 
19. 20. 21. 22. 23. 24. 25. Description Assets (including trust assets) Pbwe "(X)" after each asset ex.empt from prior disclosure IBM JOHNSON JOHNSON KONIKL PHIL.N MAITEL,INC MCDONALDS MERCKCO Income during reporting period (1) (2) Amount Type (e.g. Codel div. rent. (A-H) int.) Dividend Dividend Dividend Dividend Dividend Dividend Dividend Gross value end reporting period (1) (2) Value Value Codc2 Method (1-P) Codc3 (Q-W)  (1) Type (e.g. buy, sell, merger, redemption) SELL SELL SELL Transactions during reporting period not exempt disclosure (2) (3) Date: Value Gain Identity MOlllhCodc2 Code buyer/seller Day (J-P) (A(ifprivate transaction) 11/6 PARTIAL 1/1 11/6 PARTIAL  
26.  MOTOROLA, INC Dividend  SELL  1/1  
27.  PEOPLE ENERGY CORP Dividend  
28.  PEPSICO, INC Dividend  
29.  QWEST INT. COM Dividend  SELL  1/1/  
30.  SPRINT CORP PCS SRl  None  
31.  SPRINT CORP COM -SBC Dividend  
32.  SBC COMM INC Dividend  
33.  SUFZ Dividend  SELL  1/1  
34.  SOUTiiWEST AlRUNES  Dividend  SELL  1/1  
35.  SERONO S.A. SPONSORD ADR Dividend  SELL  111  
36.  TXl CAP TRUST Interest  SEU.  9/11 lncome/Gain Codes: tOOO less  =Sl,00l.S2.SOO $2,SOl-SS+OOO -  =$5,001415,000  =$15,001...$50,000  
(Sec Coluums 11Dd'D4) $50;001 $.1-00;000 SI00,001-$1,000;000 $1;000,.{)(1155;000000 More than $5;000,000 Value Codes:  =$15,000 less $15,001-550;000  =sso,001s100;000  =SI00,001.:$250,000  
(See Columns and 03) $250,00500.000 $500,001-$1,000,000 SlJl00,0015.000,000 S5;000;001-S2S,000,000 $25,000,00lSS0,000,000 SMorc llum'.$50,000.000 Value Method Codes Appraisal Cost (Real Eslale Only) Assessment Cash/Maikct  
(Sec Column C2) Book Value  =Other  

Date Report 
Name Person Reporting Page of7 
REA, WILLIAM 

513112004 
VII. INVESTMENTS and TRUSTS income, value, transcations (includes those the spouse and dependent clu1dren. See pp. 34-S7 filing ins1ructioos.) 
lnoome during Gross value end 
Transac:tions during reporting period 
Description Assets 
reporting period reporting period
(including 1JUSt assets) 
not exempt from disclosun:(1) (2) (1) (2) 
(2) 

(S) 
Place "(X)" after each asset exempt fromprior disdosin 
Type {e.g. Date: 
Value Identity
Amount Type (e.g. Value Val11e 
buy, sell, Month
Code2 Method 
Code2
Code div. rent 
buyerfseller 
Day (J-P) (A
merger,redemption)
(AH) int.) (1-P) Code3 
(Q-W) 
(ifprivatetransaction) 
PFIZER Dividend
37. 
VERIZON Dividend
38. 
VIACOMCLB Dividend 
WALGREEN Dividend
40. 
41. WALMART Dividend 
LUCENT TECH., INC None
SELL 1/1
QWEST None 
JOHN HANCOCK HEALTH SCIENCES Dividend
44. MIL GLOBAL AILOCATION Dividend 

MIL HEALTHCARE None
46. MERCURY SMALL CAP None
47. ADDmONAL
BUY 11/12
48. CALIFORNIA INSURED MUN Interest 
PURCHASE 

SELL 11/20
PRO LOGIS TRUST Dividend 

MIL BANKERS DPOSIT PROGRAM CASH Intacst
50. HEALTH FACILITY Interest
51. 

SAN FRANCISCO CITY Interest
52.
SELL 7/18
EAST BAY MUNI Interest PWR AGENCY Interest
54.  $15,001-SSO,OOO lncome!Gain Codes: $1;000 of'less S!,OOl.$2.SOO ]45;000 
(See Colunmsl'il and,) =$50;001100;000 -SlOO;OOl-Sl,000,000 -=$1;000.001.!SS)IOQ;OOO 55,000,QOO Value C-Odes: =St s;oo1;sso;ooo (See Columns and 03) =,$250,lMlO'SSOO;OOO =Ssoo,001.s1;000,ooo S25;000,001.sso.ooo.ooo SMorc than sso,000.000 Value Method Codes Appraisal Cost (Real Estate Only) Assessment Casb/Marl:et =Other =Estimated
iSee Column C2'1 Book Value 
Date Report
Name Person Reporting Page4 of7 
REA, WIILIAM 
Sf3lfl004 
VII. INVESTMENTS and TRUSTS -income, value, 113nscations (includes those ofthe spouse and dependent children. Sec pp. 34-S7 filing instruc:tions.) Income during Gross value end 
Transactions during reporting period 
Description Assets 
reporting period 
reporting period (including trust asscls) 
not exempt from disclosure
(l) (l) (2) (l) 
SS. 56. S7. S8. S9.  Place "(X)" after each asset exempt from prior disclosure SANTA CLARA ELEC REV SAN DIEGO PUB FCS FIN MIL CMA-CASH ACCT GRAHAM CO. KANAS, PARTNER KRUPP LID PARTNER  Amount Codel (A-H)  Type (e.g. div. rent int.) Interest Interest Interest K-1 K-1  Value Codc2 (J-P)  Value Method Codc3 (Q-W)  Type (e.g. buy, sell, merger, Rdcmption)  Date: Month-Day  (3) Value Code2 (J-P)  (4) Gain Code (A- Identity buyer/scllcr (ifprivak: tnmsaction)  
60.  VILLA TOLUCA LID PARTNER  K-1  
61.  ATT CORP WIRELESS  None  SELL  1/1  
62.  COCA COLA  Dividend  
63.  BELL SOUTH  Dividend  
64.  SBC COMMUNICATIONS  Dividend  
6S.  DUKE ENERGY  Dividend  
66. 67. HOME DEPOT EXXON MOBil.. CORP  Dividend Dividend  SELL  111  
68. 69. 70. 71. 72.  VERIZON PFIZER INC DEL VODA FONE AGERE SYSTEMS MIL CALlF MUNI BOND  Dividend Dividend Dividend None Interest =$5;001-$15,000 SiS,001-550,000 lncomeJGain Codes: .000 orless =.Sl ,OUI ..S2.500 $2,SOJ..SS,OOD 
(Sec Columns-Bl and D4) -$50,00l .iSl-00,000 G -:s100.001s1,ooo;-000 Value Codes: =Sl5,000-or less SlS;OOl-SS0,000 
(See Columns and 03) $250,000-$500;000  O $500,001-Sl;OOO;OOO  'Pl  =Sl;000,001-SS;OOO.OOO  1'2  $5;000;001$2S,000;000 =$25,000,001-$50;000,000 SMore than SS0;000,000 Value Method Codes Appraisal  =Cost (Real Estate Only) Assessment Cash/Market  
(See Column C2J Book Value  =Other  =Estimated  

F'ANCIAL DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
,Page5 of7 
REA, WILLIAM 
S/3112004 
VII. INVESTMENTS and TRUSTS -inc:ome, value, tnmscations (mcludes those oftbc spouse and dependent children. See pp. 34-S7 filing instructioos.) Income during Gross value end Transactions during reporting period 
Description Assets 
reporting period 
reporting period 
(including trust assets) 
73. 74. 15. 76.  (1) (2) Place "(X)" after eacll asset exempt Amount Type (e.g.from prior discloS1R Code div. n:nt (A-ff) int.) TREASURY BOND Interest MILBANK USA Interest MIL SMALL CAP Interest JOHN HANCOCK HEALTH Dividend (I) (2) (I) Value Value Type (e.g. Code2 Method buy, scll, (l-P) Code3 merger, (Q-W) redemption)  not exempt disclosure (2) Date: Value MonthCodc2 Day (J-P) Gain Identity buyer/sellerI (A (if private IImlSaction)  
77. HEALTHCARE Dividend  
78.  MSDW LACOMTAA Interest SELL  7/1  
79.  MSDW LALSEREVA Interest SELL  8/15  
80.  MSDW CAST.PUB Interest WKS  
81.  MSDW SANFRANSWR Interest SELL  3/3  
82.  MSDW REDDING RIAD Interest SELL  9fl  
83.  MSDW LADWAPELEC Interest SELL  11/17  
84.  MSDW CATAXFREE Interest SELL  8/14 PARTIAL  
BS. 86. 87. 88. 89. 90. -LIQUID ASSET FUND TCW/DW TERM TRUST 2003 MS UBS (PAINEWEBBER)  UNIV REV BOND TREASURY SERIES HH/H BENICA UNI SCH DIST LAS VICAUNI SCH DIST Dividend Dividend Interest Interest None None SELL BUY BUY  RGENSES 919 06118 06/18 	=.SlSiOOlMO,OOO 
lncome/GainCodes: =Sl.OOOorless ,tlOl..$2,SOO ;..$5;00lSIS,00o (Sec ColUllUIS .zidD4) .$50,001 $100;000 =S100,001.s1;000,ooo 
Value Codes: StS,000 -or less =S!S,001-SSO;OOO 

(See Columns andD3) -S2S0,00"$500;000 =S500,001-Sl;1l00,000 5,000.,001$50,000.000 SMore lhmrSS0,000,000 Value Method Codes Appraisal Cost (Real Estate Only} AssessmcnI -Cash/Market
(See Column C2 Book Value =Oiiier Estimated 
buy. sell. 
';-..N:AlCIAL DISCLOSURE REPORT 
Date Report 
Name Person Reporting Page6 of7 
REA, WILUAM 
5131/2004 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those ofthe spouse and dependent children. Sec pp. 34-57 filing instructions.) 
Income during Gross value end Transactions during reporting period 
Description ofAssets 
reporting period reporting period 
(including trust assets) 
not exempt from disclosure
(I) (2) (2) (I) 
(2) (3) (4) (5) Place "(X)" after each asset exempt Type (e.g. Date:
Amount Type (e.g. Value Value 
Identity
Gain
Value 
from prior disc:IOOR 
Method 
Month-Codel div. 111111. buyer/sellc:r
Code2 Code2 
Day(A-H) int.) (J-P) 
(ifprivateCodc3 (A(J-P)redemplioo) 
transaction) 
(Q-W) 
MONTEBELLO UNI SCH DIST None BUY 06/18
91. 

92. 
PALOS VERDES PENINSULA None BUY 6/18 

CENTER UNI SCH DIST RFOO None BUY 8/19 
94. SAN JOAQUIN Hil.LS TRANSN CORRIDOR None BUY 8/19 
BERRYESSA SCH DIST ELECTION I999 None BUY 8//14 
96. FOOnm..L ANZA CMNTY COu.EGE None BUY 8/14 DIST 
HACIENDA PUENTE UNI None BUY 7/2 
98. 
SAN BERNARDINO CITY UNI None BUY 7/2 

99. 
LORD ABBETI BOND FUND Interest BUY 

IOO. LORD ABBETI BOND FUND Interest BUY 
101. 
SAN JUAN CTR DIST Interest BUY 6125 

102. 
CONOCOPHOILUPS Dividend BUY 6125 

103. 
lST FINANCIAL Dividend BUY/SEL BOUGHr6/20 SOID 11/06 

104.  AMERICAN CAPITAL INCOME BUDDER  Dividend  BUY  BOUGHr 6125 AND9/  
105.  NICHOLAS APPEGLATE CONV AND INCOME  Interest  BUY  7/31  
106.  MUNI INTERMEDIATE DURATION FUND  Interest  BUY  8/1  
107. INSURANCE MUNI  Interest  BUY  11/12  
108.  MEDCO HEALTH SOLUTINS  None  BUY/SEL  8125  RECEIVED STOCK DIV lnoome/Gam Codes: (Sec Columns andD4) Value Codes: (See Columns andD3) Value Method Codes (See Colwnn C2) Sl,000 less ='$50;001-$100,000 $15,000 or'less  $250,000-$500,000 $25,000,001"$50,000.000 Appraisal Book Value  =Sl,00l.:S2.SOO SIOO;OOlSl,OOQ,-000 -us;oo1sso;ooo SSOO,OOlSl;000,-000  Cost (Real Estate Only) =Other $2;SOl.$5;000 =S5,00J,.U5,



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