Leo I. Brisbois

Wells Fargo — Interest

TruStone Fmancial — Interest

US Analyst Strategy — None

WT Mid Cap Opps — Int/Div

Vang Inst Index Plus — Int/Div

Main Stay Balanced Fund (Class 1) — Int/Div

Fid Freedom K2030 — Int/Div

Fid Freedom K2035 — Int/Div

The Growth Fund of America-A — Int/Div

The Investment Company of America-A — Int/Div

Capital World Growth and Income Fund-A — Int

Invesco Charter Fund-B — Int/Div

Invesco Mud Cap Core Equity Fund-B — Int/Div

Invesco Charter Fund-A — Int./y

Invesco American Franchise Fund-A — None

Invesco American Franchise Fund-B — Int/Div

Invesco Global Growth Fund-A — Int/Div

Invesco Global Growth Fund-B — Int/Div

Invesco Mid Cap Core Equity Fund-A — Int/Div

Vova Retirement Conservative (A) - 1729 — Int/Div

Schwab S&P S00 Index FD — Int/Div

Fundamental Investors SM(F-1) (American Funds)-7109 — Int/Div

Voya Russell TM Large Cap Value Index Portfolio (S)-2711 — Int/Div

Fidelity Advisor New Insights Fund {(Tr2170 — Int/Div

VY Baron Growth Portfolio - Advisor Class-442 — Int/Div

VY JP Morgan Mid-Cap Value Portfolio (A444) — Int/Div

Voya Russell TM Small Cap Index Portfolio (AMI1502 — Int/Div

EuwroPacific Growth Fund (F-1 {American Funds)-2035 — Int/Div

VY Templeton Foreign Equity Portfolio (A)»1587 — Int/Div

Vova Intermediate Bond Portfolio (A)-8479 — Int/Div

Loomis Sayles Strategic Income Fund Class A-1938 — Int/Div

Executive Committee Member, National Conference of Federal Trial Judges, Judicial Division, American Bar Association

Reimbursement — aT tr — Committee 2016 Mid-Year Mig. — NY" a LN T-—,

Reimbursement — Committee 2016 Annual Mig. — TT Arm te an. TT rT aay

Reimbursement — Just the Beginning - A Pipeline Organization — September, 2016 — New York, NY — Attend 2016 National Conference — Partial lodging and meals

Spouse's income — 2016 — YMCA of Duluth; employee wages

Spouse's income — 2016 — Core Pilates by Sue, LLC; self-employed fitness instructor