Michael Howard Simon

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union {checking and savings) — Interest

Northwestern Mutual Life Ins. (whole hfe insurance cash value) — Int/Div

Gold coins — None

Innsmouth Partners, LLC (See Part VIII, line 1.) — None — Closed

Bonamici for Congress (spouse campaign loan) — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Int/Div — Buy (add'l)

Vanguard 500 Index mut. fund — Sold (part)

Vanguard Energy mut. fund — Sold

Vanguard PRIMECAP mut. fund — Int/Div — Buy (add'l)

Vanguard REIT Index mut. fund — Int/Div — Sold (part)

Vanguard Small-Cap Index mut. fund — Int/Div — Buy (add'l)

Vanguard Small-Cap Index mut. fund — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Int/Div — Buy

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

Oregon State Dept. of Admin. Services municipal bond — Interest

Blackrock Strategic Inc. Opptys Investor A mut. fund — Int/Div — Sold

Blackrock High Yield Bond Investor A mut. fund — Int/Div — Sold (part)

Blackrock High Yield Bond Investor A mut. fund — Buy (add'l)

Blackrock High Yield Bond Investor A mut. fund — Sold

Active Portfolio Multi Manager Small Cap Equity A mut, fund — Int/Div — Sold (part)

Active Portfolio Multi Manager Small Cap Equity A mut, fund — Buy (add'l)

Active Portfolio Multi Manager Small Cap Equity A mut, fund — Sold (part)

Active Portfolio Multi Manager Small Cap Equity A mut, fund — Buy (add'l)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Int/Div — Buy (add'l)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Sold (part)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Sold (part)

Active Portfolio Multi Manager Value Strat, A mut. fund — Int/Div — Sold (part)

Active Portfolio Multi Manager Value Strat, A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Value Strat, A mut. fund — Sold (part)

Active Portfolio Multi Manager Value Strat, A mut. fund — Sold (part)

Active Portfolio Multi Manager Directional Alt. A mut. fund — Int/Div — Sold (part)

Active Portfolio Multi Manager Directional Alt. A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Int/Div — Buy

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

JPMorgan Large Cap Growth A mut. fund — Int/Div — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Buy (add'l)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Int/Div — Buy (add'l)

MFS Municipal High Inc. A mut. fund — Buy (add'l)

MFS Municipal High Inc. A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Buy (add'l)

MFS International Value A mut. fund — Int/Div — Sold (part)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

MFS Value A mut. fund — Int/Div — Sold (part)

MFS Value A mut. fund — Buy (add'l)

MFS Value A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Int/Div — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Buy (add'l)

Nuveen Interm. Duration Mun. Bond A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Buy (add'l)

Oppenheimer Intemational Growth A mut. fund — Int/Div — Sold (part)

Oppenheimer Intemational Growth A mut. fund — Sold (part)

Oppenheimer Intemational Growth A mut. fund — Buy (add'l)

Oppenheimer Intemational Growth A mut. fund — Sold (part)

Prudential Jennison Mid Cap Growth A mut. fund — Int/Div — Sold (part)

Prudential Jennison Mid Cap Growth A mut. fund — Sold (part)

Prudential Jennison Mid Cap Growth A mut. fund — Buy (add'l)

Prudential Jennison Mid Cap Growth A mut. fund — Sold (part)

Wells Fargo Emerging Markets Equity A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Emerging Markets Equity A mut. fund — Sold (part)

Wells Fargo Emerging Markets Equity A mut. fund — Buy (add'l)

Wells Fargo Emerging Markets Equity A mut. fund — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Int/Div — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Buy (add'l)

Wells Fargo Special Mid Cap Value A mut. fund — Int/Div — Sold (part)

Wells Fargo Special Mid Cap Value A mut. fund — Buy (add'l)

Wells Fargo Special Mid Cap Value A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Int/Div — Sold (part)

Western Asset Interm. Term Municipal A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Buy (add'l)

IShares MSC! EAFE Valve ETF fund — Int/Div — Buy

IShares MSC! EAFE Valve ETF fund — Buy (add'l)

IShares MSC! EAFE Valve ETF fund — Buy (add'l)

IShares MSC! EAFE Valve ETF fund — Sold (part)

Franklin Templeton Growth Allocation Class A mut. fund — Int/Div

Co-Trustee of Family Member's Living Trust (H)

US Bank. NA (checking and savings) (See Part VIL line 2.) — Interest — Open

Director, Classroom Law Project

Member through July 24, 2017. (See Part VIL line 1.), Innsmouth Partners, L.L.C. {motion picture production company based m Hillsboro, OR; holds no investments) (See Part VIII, live 1.)

Reimbursement — Sasakawa Peace Foundation LSA — about the U.S. -Japan relationship

Income — 27 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — SUKSS. IS

Income — 2007 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”) — S1.655.03

Income — 2007 — International Authors Society (theatrical royalties tor "The Odd Couple™) — SI13.615.32

Spouse's income — 2017 — LS. House of Representatives (spouse's wages)

1. Part I, line 2 and Part VIL, line 5. Innsmouth Partners, LLC 1s a movie production company based m Hillsboro, OR. It holds no investments. My wife and |

owned a minority interest through July 24, 2017 and exercised no control or managerial responsibility. Effective July 24, 2017, we returned our interest to the LLC

without any gain or retum on our investment,

2. Part VII, line 89. My wife have become co-trustees of my mother-in-law’s living trust, consisting only of bank checking and savings account assets that are used

to pay her living expenses.