2020-11-03T10:39:19-08:00 2019-12-31 L LEUNG INC 39111 PASEO PADRE PKWY 318 FREMONT CA 94538 990PF 2019-01-01 271669285 The Kathy Shih Memorial Foundation Inc KATH 5105990453 PO Box 15088 Fremont CA 94539 LILY SHIH EXECUTIVE DIRECTOR 5105990453 2020-11-03 LINDA LEUNG CPA P00735466 5109088019 99.21.38.32 2020-11-03 10:39:10 PS P 656A2CE33C7891CE8C6CEB7B57BC6E773D4BE50E 656A2CE33C7891CE8C6CEB7B57BC6E773D4BE50E 2019 2021-04-22 16:20:28Z X 634026 X X 13 13 23534 23534 -3263 119885 0 303 0 1016 0 21300 23547 303 0 3000 3000 5191 5191 206 0 0 8397 8191 0 0 0 8397 8191 0 12903 15356 303 65883 62677 62677 5017 5019 5019 0 0 496770 512877 566330 0 0 0 0 0 0 567670 580573 634026 0 0 0 0 0 X 567670 580573 567670 580573 567670 580573 567670 12903 580573 580573 CHARTWELL FDS P 2018-12-31 2019-12-10 26921 0 26738 183 0 0 0 183 PIMCO INTERNATIONAL P 2018-10-31 2019-04-23 10000 0 9880 120 0 0 0 120 AMG FUNDS P 2015-12-29 2019-12-10 48000 0 51471 -3471 0 0 0 -3471 CHARTWELL FDS P 2018-10-31 2019-12-10 9964 0 9897 67 0 0 0 67 T ROWE PRICE PERS P 2017-10-27 2019-12-10 25000 0 25162 -162 0 0 0 -162 -3263 303 0 557186 0.000000 1500 536461 0.002796 6000 496642 0.012081 22689 509433 0.044538 320684 605625 0.529509 0.588924 0.117785 596749 70288 154 70442 0 307 0 307 0 307 0 1000 1000 -1000 693 693 false false false false false false false false true CA true false false false false true N/A L Leung Inc 5107968228 39111 Paseo Padre Pkwy 318 Fremont CA 94538 false false false false false false false false false false false false false false false false false false false false Lily Shih PO Box 15088 Fremont CA 94539 Director 2.00 0 0 0 NONE 0 NONE 0 535566 70271 0 605837 0 605837 9088 596749 29837 29837 307 307 29530 29530 29530 0 0 0 29530 269508 0 0 0 0 269508 0 29530 0 269508 0 0 0 0 269508 0 0 0 0 0 0 X 14 13 14 23534 18 -3263 20284 20284 false false false false false false false false false false WELLS FARGO 1780-3980 Purchased 2019-12 36921 36618 303 WELLS FARGO 1780-3980 Purchased 2019-12 82964 86530 -3566 WELLS FARGO ****-3980 512877 566330 TAX FREE INTEREST 1016 0 WELLS FARGO INVESTMENT ADVISORY 5191 CA Filing Fee 35 Fed Excise Tax 171