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, L.L.C. (See Part VIII, line 1) — None

Bonamici for Congress (spouse's loan to her campaign) — None

Vanguard Brokerage Account (H)

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

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

Vanguard Emerging Markets Stock Index mut. fund — Int/Div

Vanguard Energy mut. fund — Int/Div

Vanguard European Stock Index mut fund — Int/Div

Vanguard Explorer mut. fund — Int/Div — Buy

Vanguard Global ex-U.S. Real Estate Index mut. fund — Int/Div

Vanguard Health Care mut. fund — Int/Div

Vanguard Inflation-Protected Securities mut. fund — Int/Div — Sold

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

Vanguard REIT Index mut. fund — Int/Div

Vanguard Small-Cap 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 Class A mut. fund — Int/Div — Buy

Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Buy (add'l)

Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Sold (part)

Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Sold (part)

Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Int/Div — Buy

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

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

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

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

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

Columbia Disciplined Growth C1. A mut fund (See Part VIII, line 2) — Int/Div — Sold (part)

Columbia Disciplined Growth C1. A mut fund (See Part VIII, line 2) — Sold (part)

Columbia Disciplined Growth C1. A mut fund (See Part VIII, line 2) — Sold (part)

Columbia Disciplined Growth C1. A mut fund (See Part VIII, line 2) — Sold (part)

Columbia Select Large Cap Growth Class A mut, fund — Int/Div — Sold (part)

Columbia Select Large Cap Growth Class A mut, fund — Sold (part)

Columbia Select Large Cap Growth Class A mut, fund — Sold (part)

Columbia Select Large Cap Growth Class A mut, fund — Buy (add'l)

Columbia Small Cap Core Class A mut fund — Int/Div — Buy (add'l)

Columbia Small Cap Core Class A mut fund — Buy (add'l)

Columbia Small Cap Core Class A mut fund — Sold

Deutsche Global Real Estate Sec. Class A mut. fund — Int/Div — Sold (part)

Deutsche Global Real Estate Sec. Class A mut. fund — Buy (add'l)

Deutsche Global Real Estate Sec. Class A mut. fund — Buy (add'l)

Deutsche Global Real Estate Sec. Class A mut. fund — Sold

JPMorgan Strategic Income Opptys Class A mut. fund — Int/Div — Sold

MFS Municipal High Inc. Class A mut fund — Int/Div — Buy

S10. — Buy (add'l)

S10. — Sold (part)

MFS Emerging Markets Debt Class A mut. fund — Int/Div — Sold

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

MFS International Value Class A mut fund — Sold (part)

MFS International Value Class A mut fund — Buy (add'l)

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

MFS Value Class A mut. fund — Buy (add'l)

MFS Value Class A mut. fund — Sold (part)

MFS Value Class A mut. fund — Buy (add'l)

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

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

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

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

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

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

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

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

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

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

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

Wells Fargo Advantage Municipal Bond Class A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Advantage Municipal Bond Class A mut. fund — Sold (part)

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

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

Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Sold (part)

Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Sold (part)

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

Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Sold (part)

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

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

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

Western Asset Interm. Term Municipal Class A mut. fund — Sold (part)

Western Asset Interm. Term Municipal Class A mut. fund — Sold (part)

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

Director, Classroom Law Project

Director, Oregon Law Institute

Member (minonty mterest; no control or managerial responsibility), Innsmouth Partners, L.L.C. (motion picture production company based in Hillsboro, OR; holds no investments) (See Part VIII, line 1)

Reimbursement — George Mason University Law & Economics Center — September 20-; Be 20-25, — Arlington, VA — Attend Economics Institute for Judges — Transportation, lodging, food, and textbook

Income — 2015 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — SI17.874.00

Income — 20158 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”) — S2.5658.00

Income — 2018 — International Authors Society (theatrical royalties tor "The Odd Couple™) — S11,698.00

Spouse's income — 2015 — LS. House of Representatives (spouse's wages)

1. Part I, line 3 and Part VII, Line 5. Innsmouth Partners, L.L.C. is a movie production company based in Hillsboro, OR. It holds no investments. My wife and |

own a minority interest and exercise no control or managenal responsibility.

2. Part VII, Line 33. Mutual fund name change. On December 21, 2015, the Columbia Large Growth Quantitative mutual fund (listed on the 2014 Report, Part

VIL, Line 27) changed its name to the Columbia Disciplined Growth Fund.

3. Part VII, Line 51. Amendment corrects typographical error on date of partial sale. The correct date is 10/16/15, not 01/16/15.