Andrew David Hurwitz

FIRST EAGLE GOLD (FEGIX) — None

US BANK (CASH) — Interest

TRUST #1 (H)

MORGAN STANLEY BANK NA — Interest

ACTIVE BEAR (HDGE) — None — Sold (part)

ACTIVE BEAR (HDGE) — Sold

ISHARES MSCI JAPAN MIN VOL UPMV) — Int/Div — Sold (part)

ISHARES MSC] USA MIN VOL ETF (USMV) — Int/Div — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)

VANGUARD SMALL CAP VALUE ETF (VBR) — Int/Div — Buy

VANGUARD SMALL CAP VALUE ETF (VBR) — Buy (add'l)

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Int/Div — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (HED) — Int/Div — Buy

WISDOMTREE TRUST JAPN HEDGE EQ (HED) — Sold (part)

BARON REAL ESTATE INST (BREIX) — None

COHEN & STEERS PREF SEC&INC (CPXIX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Int/Div — Sold (part)

DOUBLELINE SHILLER ENH CAPE (DSEEX) — Int/Div

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)

FIRST EAGLE GOLD (FEGIX) — None — Buy (add'l)

INVESCO DEVELOPING MKTS Y 1GTDYX) — Int/Div — Buy

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div — Buy (add'l)

MATTHEWS ASIAN JAPAN INV (MIFOX) — Int/Div

METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)

METROPOLITAN WEST TOT RET BD IMWTIX) — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div

PIMCO INCOME P (PONPX) — Int/Div

PRUDENTIAL TOT RET BD Z (PDBZX) — Int/Div — Buy

PRUDENTIAL TOT RET BD Z (PDBZX) — Buy (add'l)

TROWE PRICE MID CAP GR (RPMGX) — Int/Div — Buy

TROWE PRICE MID CAP GR (RPMGX) — Buy (add'l)

WELLS FARGO MUNTHIWMBIX) — Int/Div — Sold (part)

IRLST22(H)

MORGAN STANLEY BANK NA — Interest

ACTIVE BEAR ETF (HDGE) — None — Sold (part)

ISHARES MSCI JAPAN MIN VOL PMV) — Int/Div — Sold (part)

ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)

VANGUARD SM CAP VAL ETF (VBR) — Int/Div — Buy

WISDOMTREE EUROPE HEDGED EUOQITY (HED) — Int/Div — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Int/Div — Buy

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Sold (part)

BARON REAL ESTATE INST (BREIX) — Int/Div

COHEN & STEERS PREF SEC&INC HOCPXIX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 {(UMLGX) — Int/Div

DOUBLELINE SHILLER ENH CAPE (DSEEX) — Int/Div — Sold (part)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div

INVESCO DEVELPING MKTS Y 1GTDYX) — Int/Div — Buy

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div — Buy (add'l)

MATTHEWS ASIAN JAPAN (MJFOX) — Int/Div

METROPOLITAN WEST TOT RET BD (MWTIX) — Int/Div — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)

PIMCO INCOME P (PONPX) — Int/Div

PRUDENTIAL TOT RET BD Z (PDBZX) — Int/Div — Buy

T ROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Buy (add'l)

WELLS FARGO MUNI BOND INST (WMBIX) — Int/Div — Sold (part)

TRUST #3 (H)

MORGAN STANLEY BANK NA — Interest

ACTIVE BEAR ETF (HDGE) — None — Sold (part)

ACTIVE BEAR ETF (HDGE) — Sold (part)

ISHARES MSC JAPAN MIN VOL PMY) — Int/Div — Sold

ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)

VANGUARD SM CAP VAL ETF (VBR) — Int/Div — Buy

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Int/Div — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Int/Div — Buy

BARON REAL ESTATE INST (BREIX) — Int/Div

COHEN & STEERS PREF SEC&INC {(CPXIX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE (DSEEX) — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div

FIRST EAGLE GOLD (FEGIX) — None — Buy (add'l)

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div — Buy (add'l)

INVESCO DEVEL MKTSY (GTDYX) — Int/Div — Buy

MATTHEWS ASIAN JAPAN (MJFOX) — Int/Div

METROPOLITAN WEST TOT RET BD (IMWTIX) — Int/Div — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Buy (add'l)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Sold (part)

PIMCO INCOME (PONPX) — Int/Div — Sold (part)

PRUDENTIAL TOT RET BD Z (PDBZX) — Int/Div — Buy

TROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Buy (add'l)

WELLS FARGO MUNI BOND (WMBIX) — Int/Div — Buy (add'l)

WELLS FARGO MUNI BOND (WMBIX) — Sold (part)

IRA #1 (H)

MORGAN STANLEY BANK NA — Interest

ACTIVE BEAR ETF (HDGE) — None — Sold

FIRST TRUST MORTGAGE INCOME (FMY) — Int/Div

ISHARES MSCI JAPAN MIN VOL PMV) — Int/Div — Sold

ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div

VANGUARD SM CAPVAL ETFI(VBR) — Int/Div — Buy

WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Int/Div — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Int/Div

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Sold (part)

COHEN & STEERS PREF SEC&INC (CPXIX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)

DOUBLELINE SHILLER ENH CAPE (DSEEX) — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Buy (add'l)

FIRST EAGLE GOLD (FEGIX) — None — Buy (add'l)

INVESCO DEV MKTS Y (GTDYX) — Int/Div — Buy

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div

MATTHEWS ASIAN JAPAN INV (MIFOX) — Int/Div — Buy

METROPOLITAN WEST TOT RET BD (IMWTIX) — Int/Div — Sold (part)

PIMCO INCOME (PONPX) — Int/Div — Buy (add'l)

PIMCO SHORT TERM P(PISPX) — Int/Div — Sold

PRUDENTIAL TOT RET BD Z (PDBZX) — Int/Div — Buy

TROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Buy (add'l)

TROWE PRICE MID CAP GR ADV (RPMGX) — Buy (add'l)

TROWE PRICE QM US SM CP GR EQ (PRDSX) — None — Buy

TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — Int/Div — Sold (part)

VANGUARD INFLAT PROT SEC FUND (VIPSX) — Int/Div — Buy (add'l)

VANGUARD INFLAT PROT SEC FUND (VIPSX) — Sold (part)

IRA #2/ JOHN HANCOCK VENTURE VAR. ANNUITY (H)

JOHN HANCOCK MGD VOL GROWTH PORTFOLIO — None

IRA #3 (H)

MORGAN STANLEY BANK NA — Int

ACTIVE BEAR ETF (HDGE) — None — Sold (part)

ACTIVE BEAR ETF (HDGE) — Buy (add'l)

ACTIVE BEAR ETF (HDGE) — Sold

FIRST TRUST DORSEY WRIGHT FO (FV) — Int/Div — Buy

FIRST TRUST DORSEY WRIGHT FO (FV) — Sold

FIRST TRUST MORTGAGE INCOME ETF (FMY) — Int/Div — Buy (add'l)

FIRST TRUST MORTGAGE INCOME ETF (FMY) — Sold

ISHARES MSC JAPAN MIN VOL PMV) — Int/Div — Sold

ISHARES MSCI USA MIN VOL (USMV) — Int/Div — Buy (add'l)

ISHARES MSCI USA MIN VOL (USMV) — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold

ISHARES MORTGAGE REAL ESTATE (REM) — Buy

VANGUARD SM CAP VALUE ETF (VBR) — Int/Div — Buy

VANGUARD SM CAP VALUE ETF (VBR) — Sold

VANGUARD SM CAP VALUE ETF (VBR) — Buy

WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Int/Div — Sold (part)

WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE (bX — Int/Div — Sold

WISDOMTREE TRUST JAPN HEDGE (bX — Buy

WISDOMTREE TRUST JAPN HEDGE (bX — Sold (part)

COHEN & STEERS PREF SEC&INC {(CPXIX) — Int/Div — Sold (part)

COHEN & STEERS PREF SEC&INC {(CPXIX) — Buy (add'l)

COHEN & STEERS PREF SEC&INC {(CPXIX) — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Sold (part)

DOUBLELINESHILLER ENH CAPE (DSFEX) — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN (DBLTX) — Buy (add'l)

FIRST EAGLE GOLD (FEGIX) — None

INVESCO DEVELOPING MKTS Y 1GTDHYX) — Int/Div — Buy

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Buy (add'l)

MATTHEWS ASIAN JAPAN INV IMIFOX) — Int/Div — Buy

MATTHEWS ASIAN JAPAN INV IMIFOX) — Sold (part)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Int/Div — Sold (part)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Buy (add'l)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)

PIMCO INCOME (PONPX) — Int/Div

PRUDENTIAL TOT RET BD Z (PDBZX) — Int/Div — Buy

PRUDENTIAL TOT RET BD Z (PDBZX) — Sold

PRUDENTIAL TOT RET BD Z (PDBZX) — Buy

PIMCO SHORT TERM P(PTSPX) — Int/Div — Sold

PIMCO SHORT TERM P(PTSPX) — Buy

PIMCO SHORT TERM P(PTSPX) — Sold

T ROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Buy (add'l)

TROWE PRICE QM US SM CP GR EQ (PRDSX) — None — Buy

TOUCHSTONE SANDS CAP SEL GR (CFSIX) — Int/Div — Sold (part)

VANGUARD INFLAT PROT SEC FUND (VIPSX) — Int/Div — Sold

IRA 24 (H)

MORGAN STANLEY BANK NA. (Y)

ACTIVE BEAR ETF (HDGE)Y (YY)

FIRST TRUST MORTGAGE INCOME (FMY IY)

ISHARES MSC JAPAN MIN VOL PMY)

ISHARES MSCI MIN VOL USA (USMV) — Int/Div

ISHARES MORTGAGE REAL ESTATE (REMY)

WISDOMTREE EUROPE HEDGED FOUITY (HED) — Int/Div

WISDOMTREE TRUST JAPN HEDGE EQUIT (DXIi(Y)

COHEN & STEERS PREF SEC & INC (CPXIXOY)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — None

DOUBLELINE SHILLER ENH CAPE ({DSEEX) — Int/Div

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div

FIRST EAGLE GOLD (FEGIX) (Y)

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div

METROPOLITAN WEST TOT RET BD (IMWTIX) — Int/Div

PIMCO INCOME (PONPX) — Int/Div

PIMCO SHORT TERM P(PTSPX) — Int/Div — Sold

PRUDENTIAL TOT RET BD Z (PDBZX) — Int/Div — Buy

T ROWE PRICE MID CAP GR ADV (RPMGX) (LY)

TOUCHSTONE SANDS CAP SEL GR (CFSIX) — Int/Div

VANGUARD INFLAT PROT SEC (VIPSX) — Int/Div

529 21 (H) — Int/Div

MORGAN STANLEY BANK NAY)

AMERICAN AMCAP S29A (CAFAX) — Int/Div

AMERICAN MUTUAL 529A (CMLAX) — Int/Div

529 #2 (H) — Int/Div

MORGAN STANLEY BANK NAY)

AMERICAN AMCAP S29A (CAFAX) — Int/Div

AMERICAN MUTUAL 529A (CMLAX) — Int/Div

Partner, Avondale Acres Investment Parmership

Agreement — 2013 — Arizona Elected Officials Retirement System: no control

Reimbursement — Fordham Law School — March 31-Apnil 4, 2007 — New York, NY — Moot Court — Transportation, lodging, and meals

Reimbursement — National Conference of Bar } Examiners — April 6-9, 2017 — Nashville, TN — Committee Meeting — Transportation, lodging, and meals

Reimbursement — National Conference of Bar y Examiners — September 7-10, 2017 — Portland, ME — Commutree Meeting — Transportation, lodging, and meals

Reimbursement — Amencan Bar Associaton — September 14-15, 2017 — Chicago, IL — Commuttee Meeting — Transportation, lodging, and meals

Reimbursement — Berkeley Law School — September 24-26, 2017 — Berkeley, CA — Judge in Residence — Transportation, lodging, and meals

Income — 2017 — National Conference of Bar Examiners (stipend) — S7.000.00

Part VII, line 2: Formerly known as Real Estate Limited Partnership (Avondale Acres) Avondale, AZ

Part VII, lines 123-124: Formerly known as John Hancock Venture Annuity Lifestyle Moderate Fund.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in umt value, per

page 42 of the filing instructions.