Bridget Shelton Bade

H) ACCOUNTS

Arizona Central Credit Union — Int/Div

H)BSB ROTH IRA - BAIRD

Aim Invesco Coemstock C1 C — Int/Div

MFS Limited Maturity C1 C — Int/Div

H)TWB ROTH IRA - BAIRD

Davis NY Venture Cl C — Int/Div

Davis NY Venture Cl C — Distribution — Buy (add'l)

Davis NY Venture Cl C — Distribution — Buy (add'l)

MFS Limited Maturity C1 C — Int/Div

H)MNB COVERDELL ESA - BAIRD

Davis NY Venture C1 C — Int/Div

Davis NY Venture C1 C — Distribution — Buy (add'l)

Davis NY Venture C1 C — Distribution — Buy (add'l)

H)MTB COVERDELL ESA - BAIRD

Davis NY Venture C1 C — Int/Div

Davis NY Venture C1 C — istrnibution — Buy (add'l)

Davis NY Venture C1 C — Distribution — Buy (add'l)

Ivy Balanced Cl C — Int/Div

XLK Sector Technology Select Sector Spdr (xX) — Int/Div

H)BSB ROLLOVER IRA <- BAIRD

Baird Money Market — Interest

ESRX common stock — None

GE common stock — Int/Div

HD common stock — Int/Div

MRK common stock — Int/Div

MSFT common stock — Int/Div

PG common stock — Int/Div

XCEL common stock — Int/Div

TWB ROLLOVER IRA - BAIRD

Baird Money Market — Interest

MO common stock — Int/Div

BAC common stock — Int/Div

C common stock — Int/Div

CSCO common stock — Int/Div

COP common stock — Int/Div

GE common stock — Int/Div

INTC common stock — Int/Div

JPM common stock — Int/Div

INJ common stock — Int/Div

KRFT common stock — Int/Div

MRK common stock — Int/Div

MSFT common stock — Int/Div

MDLZ common stock — Int/Div

PM common stock — Int/Div

PFE common stock — Int/Div

PSX common stock — Int/Div

DBO Powershares DB Multi Sector Commodity Trust Oil Fund — None

XCEL common stock — Int/Div

Blackrock S&P 500 Index Investor C1 A — Int/Div

H) BSB ROLLOVER IRA - BEACON POINTE

TDAM US Government Portfolio — Int/Div

Ishares Russell 100 Index Fund — Int/Div

Cullen Value FAHi Dvd Fd CI A — Int/Div — Buy (add'l)

Cullen Value FAHi Dvd Fd CI A — Distribution — Buy (add'l)

First Eagle Sogen Fds Inc Global C1 A — Int/Div

First Eagle Sogen Fds Inc Global C11 — hy

SK — Distribution

Manning & Napier Pro Blend Ext Term Series Fd — Int/Div

ol) — Distribution

Northern Lights Swan Defmed Risk A — Int/Div

Pimco Fds All Asset All Authority — Int/Div — Buy (add'l)

Pimco Fds All Asset All Authority — Buy (add'l)

Pimco Fds All Asset All Authority — Buy (add'l)

Pimco Fds All Asset All Authority — Sold

Touchstone Funds Small Cap Core A — Int/Div — Sold

Virtus Funds Emerging Mkts Oppty — Int/Div

DVN common stock — Int/Div — Sold

GE common stock — Int/Div

GS common stock — Int/Div

BlackRock Strategic Income Opps Inv A — Int/Div — Buy

72 — istmbution

H) TWB & BSB JT TEN - BEACON POINTE

TDAM Municpal Portfolio Class A — Int/Div

First Eagle Sogen Fds Inc Global C1 A — Int/Div

First Eagle Sogen Fds Inc Global C11 — Int/Div

“+ — Distribution

FPA Crescent Portfolio — Int/Div — Sold

Northern Lights Swan Defined Risk — Int/Div — Buy (add'l)

Northern Lights Swan Defined Risk — Buy (add'l)

Riverpark Wedgewood Inst — Int/Div

x2 — istmbution

Riverpark Wedgewood Retail — Int/Div

Touchstone Small Cap Core A — Int/Div — Sold

Virtus Funds Emerging Mkts Oppo Fd C1 A — Int/Div — Sold (part)

Virtus Funds Emerging Mkts Oppo Fd C1 A — Buy (add'l)

Virtus Funds Emerging Mkts Oppo Fd C1 A — Buy (add'l)

BAC common stock — Int/Div

GOOG common stock — None — Sold

TDAM Municipal Portfolio — Int/Div

GS common stock — Int/Div

Pimco Fds All Asset All Authority Inst — Int/Div — Buy (add'l)

Pimco Fds All Asset All Authority Inst — Sold

Pimco Total Retum D — Int/Div — Buy (add'l)

Pimco Total Retum D — Sold

Riverpark Wedgewood Retail — Int/Div

98 — Distribution

Diamond Hill Small Cap — Int/Div — Buy

Diamond Hill Small Cap — istnibution — Buy (add'l)

Manning & Napier Pro Moderate Term — Int/Div — Buy

102 — Distribution

BlackRock Strategic Income Opps Inv A — Int/Div — Buy

104 — Distribution

Metropolitan West Total Return Bond — Int/Div — Buy

FPA Crescent Portfolio — Int/Div

Northern Lights Swan Defined Risk A — Int./y

Rbb Bp L/S esearch Inv — Int/Div — Buy

Virtus Funds Emerg Mkts Oppo Fd C1 A — Int/Div — Buy (add'l)

H) TWB ROLLOVER IRA - BEACON POINTE - SARATOGA VALUE

TDAM Municipal Portfolio Cl A — Int/Div

MMM common stock — Int/Div

ABT common stock — Int/Div — Sold

ABBY common stock — Int/Div

AAPL common stock — Int/Div

ACN common stock — Int/Div — Buy

ADP common stock — Int/Div

BAX common stock — Int/Div — Buy

BDX common stock — Int/Div — Buy (add'l)

BRK B common stock — Int/Div

CHRW common stock — Int/Div — Buy (add'l)

CTSH common stock — None — Buy

CSCO common stock — Int/Div — Buy (add'l)

COH common stock — Int/Div

KO common stock — Int/Div

GD common stock — Int/Div — Sold

IBM common stock — Int/Div — Buy (add'l)

INJ common stock — Int/Div

MCD common stock — Int/Div — Buy (add'l)

MDT common stock — Int/Div — Buy (add'l)

MSFT common stock — Int/Div — Buy (add'l)

NKE common stock — Int/Div

NVO common stock — Int/Div

OMC common stock — Int/Div

ORCL common stock — Int/Div — Buy (add'l)

PEP common stock — Int/Div

PG common stock — Int/Div — Buy (add'l)

SYK common stock — Int/Div

SYY common stock — Int/Div — Buy

TSS common stock — Int/Div

UTX common stock — Int/Div — Buy (add'l)

VAR common stock — Int/Div — Buy (add'l)

WMT common stock — Int/Div — Buy (add'l)

H) BBR PSP - TCS FINANCIAL (account closed - funds to rollover IRA)

Alhance Bernstemn Premium Growth C1 A — Int/Div — Sold

Allianz Convertible D — Int/Div — Sold

Fidelity Funds Pharmacueticals Fd — Int/Div — Sold

Fidelity Equity Income — Int/Div — Buy

Fidelity Equity Income — Sold

Fidelity Funds Brkg & Inv Mgmt — Int/Div — Sold

Invesco Mid Cap Core Eq Fd C1 A — Int. — Sold

Mamstay Fds Convertible A — Int/Div — Sold

Oppenheimer Cap Appreciation Cl A — Int/Div — Sold

Prudential Fds Jennison Growth A — Int/Div — Sold

T Rowe Price Equity Income F Sh Ben Int — Int/Div — Sold

Virtus Funds Real Estate Securities Cl A — Int/Div — Sold

Franklin Convertible Securities C1 A — Int/Div — Sold

Looms Sayles Bond Retail — Int/Div — Buy

Looms Sayles Bond Retail — Sold

Lord Abbett Fundamnetal Equity A — Int/Div — Buy

Lord Abbett Fundamnetal Equity A — Sold

Fidelity Advisor Strategic Income A — Int/Div — Buy

Fidelity Advisor Strategic Income A — Sold

Franklin US Govt Secs A — Int/Div — Buy

Franklin US Govt Secs A — Sold

Goldman Sachs Mid Cap Value A — Int/Div — Buy

Goldman Sachs Mid Cap Value A — Sold

Goldman Sachs High Yield Mum A — Int/Div — Buy

Goldman Sachs High Yield Mum A — Sold

Morgan Stanley Institutional Growth — Int/Div — Buy

Morgan Stanley Institutional Growth — Sold

MFS Utilities A — Int/Div — Buy

MFS Utilities A — Sold

Northern Small Cap Value — Int — Buy

Northern Small Cap Value — Sold

Northern Technology — hy — Buy

Northern Technology — Sold

Oppenheimer Global A — Int/Div — Buy

Oppenheimer Global A — Sold

PIMCO Real Return A — Int/Div — Buy

PIMCO Real Return A — Sold

Putnam Convertible Securities A — Int/Div — Buy

Putnam Convertible Securities A — Sold

Putnam AMT-Free Mumicipal A — Int/Div — Buy

Putnam AMT-Free Mumicipal A — Sold

Ariel Appreciation Investor — Int/Div — Buy

Ariel Appreciation Investor — Sold

Clipper — Int/Div — Buy

Clipper — Sold

Deutsche High Income A — Int/Div — Buy

Deutsche High Income A — Sold

Deutsche Global Income Builder A — Int/Div — Buy

Deutsche Global Income Builder A — Sold

Western Asset Inflation Indexed Plus Bond — Int/Div — Buy

Western Asset Inflation Indexed Plus Bond — Sold

Wells Fargo Advantage Core Bond Adm — Int/Div — Buy

Wells Fargo Advantage Core Bond Adm — Sold

H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual Adjsutable CompLife — Int/Div

Northwestern Muutal Adjsutable CompLife — Int/Div

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual 65 Life — Int/Div

H) OFFICE CONDO

TBMZ Investments LLU - office condo 1 Tempe, AZ I — Rent — Buy — Diggs LLC

Director, Archway Classical Academy - Chandler (1/1/14-6/30/14)

Spouse's income — 2014 — Self-Employed Attomey - Thomas W, Bade PLC (1/1/14-12/31/14)

BBR PSP = Bade Baskin Richards Profit Sharing Plan, which is my [Jl former law firm's profit sharing plan. The plan was terminated m 2014, and all assets

were rolled into a self-directed IRA at Beacon Pointe,

TBM2 Investments LLC was formed in 2014 with judge and Jl] «s members, TBM2 Investments LLC purchased an office condo, which is leased to judge's

I law practice. Actual purchase price was $450,000.