Michael Howard Simon

U S Bank NA (checking and savings) — Interest

Bank of America (checking and savings) — Interest

Key Bank (checking und savings) — Interest

OnPomt Community Credit Union {checking and savings) — Interest

Perkins Coie Oregon, P.C. (capital account) (yy) — None — Distnbuted

Brokerage # (IRA, rolled over from 401k) (Header only)

Vanguard Capital Opportumty mutual fund — Int/Div

Vanguard Emerging Markets Stock Index mutual fund — Int/Div

Vanguard Energy mutual fund — Int/Div

Vanguard European Stock Index mutual fund — Int/Div

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

Vanguard Health Care mutual fund — Int/Div

Vanguard Inflation-Protected Securities mutual fund — Int/Div

Vanguard PRIMECAP mutual fund — Int/Div

Vanguard REIT Index mutual fund — Int/Div

Vanguard 500 Index Fund (X) — Int/Div — Buy

Vanguard (Perkins Coie) Cash Balance Plan (Y) — None — Distnbuted

Brokerage # 2 (stocks, bonds, cash, and IRAs) (Header only)

Ameriprise cash holding account — Interest

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

Ameriprise Activie Diversified Fund (no control) — Int/Div

Blackrock Global Allocation mutual fund — Int/Div — Sold (part)

Franklin Templeton Growth Allocation mutual fund — Int/Div

Manning & Napier Pro-Blend Extended Term mutual fund — Int/Div — Sold (part)

MFS Aggressive Growth mutual fund — Int/Div

MFS Growth mutual fund — Int/Div

Neuberger Berman Socially Responsible mutual fund — Distribution — Sold (part)

Van Eck Intemational Investors Gold mutual fund — istmbution

Brokerage # 4 (Y) (Header only)

Fidelity Advisor 529 100% Equity Port mutual fund (Y) — None — Sold

Northwestern Mutual Life Ins. (life ins. cash value) — Int/Div

Gold Coms — None

TWB Investment Partnership, L.P. (no control) (Y) — istnbution — Closed — Part VII, line 2

TWB Investment Partnership 11, L.P. (no control) (Y) — Distribution — Closed — Part VII line 2

1201 Venture Investments, L.P. (no control) iY) — Iistnbution — Closed — Part VII, line 2

lnnsmouth Partners. L.L.C. (no control) — None

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

Oregon Savings Growth Plan — Int/Div — Distnbuted

Perkins Real Estate Ventures, L.L.C. (no contro (X and Y) — Distribution — Closed — Part VIL line 3

Director, Classroom Law Project

Member (mmonty terest: no control or managerial responsibility), Innsmouth Partners, L.L.C. {motion picture production company based m Hillsboro, OR; holds no investments)

Income — 2012 — Perkins Coie Oregon, P.C. (payout of law firm capital account per agreement; see 2011 FDR at Section 11, line 1) — $172,783.00

Income — 2012 — Samuel French, Inc. (theatrical royalties for "The Odd Couple") — SI19517.04

Income — 2012 — International Authors Society (theatrical royalties tor "The Odd Couple™) — $9964 62

Income — 2012 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promuses, Promises”) — $1997.76

Spouse's income — 2012 — LS. House of Representatives ( wages)

1. Part I, line 2 and Part VII, Line 36. 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 managerial responsibility.

2. Part VII, lines 33, 34, and 35. These three limited parmerships are all affiliated with my former law firm, Perkins Coie, LLP. Effective December 31,2012, 1

returned, transferred, and quitclaimed all of my interests in these three limited partneships (as well as in a related L.L.C.; see note 3 below) for no consideration.

3. Part VIL, line 39. Perkins Real Estate Ventures, L.L.C. is a limited liability company affiliated with my former law firm, Perkins Coie, L.L.P. Several years

ago, while | was still a partner in that law firm, this L.L.C, was a partmer in a project to develop a hotel in Seattle, WA, 1 invested approximately $10,000 in that

project through this L.L.C, In about 2010, I returned, transferred, and quitclaimed all of my interest in that hotel project for no consideration. 1 assumed that

this transaction also ended my interest in Perkins Real Estate Ventures, L.L.C., but my assumption was mistaken, although I no longer held any interest in any

projects of that L.L.C. Effective December 31, 2012, | returned, transferred, and quitclaimed all of my interest in Perkins Real Estate Ventures, L.L.C. for no

consideration. | have not yet received my 2012 Final K-1 for this L.L.C. and have been told that it will not likely be ready until August 2013. Thus, my entry of

2012 income in Part VII, line 40 (estimated final distribution) is only an estimate and is likely too high. In fact, 1 do not expect that my 2012 Final K-1 will show

any significant distribution, but I have chosen to err on the siding of providing this estimated distribution,