Stephen B. Jackson jr

TIAA CREF 201(a)H)

rental property, IEE — Rent

US. Bank Accounts — Interest

IRA #1 (H) (on previous report this was IRA “3

Power Shares DB Commodity Index Tracking Fund — Int/Div — Sold

AQR Managed Futures Strategy — Int/Div — Buy

DFA Investment Grade — Int/Div

DFA International Vector Equity — Int/Div

DFA Intemational Value — Int/Div

DFA Emerging Markets Core Equity — Int/Div

DFA Emerging Markets Value — Int/Div — Sold

DFA Emerging Markets Small Cap — Int/Div — Buy

DFA Global Fixed Income — Int/Div

DFA Intemational Core Equity — Int/Div

DFA Short Term Extended Quality — Int/Div

DFA US Large Cap Growth — Int/Div

DFA US Vector Equity — Int/Div — Sold

DFA US Core Equity — Int/Div

DFA One-Year Fixed Income — Int/Div

DFA US Targeted Value — Int/Div — Buy

DFA US Targeted Value — Buy (add'l)

DFA Two-Year Global Fixed Income — Int/Div

Diamond Hill Long Short — Int/Div

Permanent Portfolio — Int/Div

Vanguard Reit Index — Int/Div

IRA #2 (H) {on previous report this was IRA ©S)

Power Shares DB Commodity Index Tracking Fund — Int/Div — Sold

AQR Managed Future Strategy — Int/Div — Buy

DFA Investment Grade — Int/Div

DFA Intemational Vector Equity — Int/Div

DFA International Value — Int/Div

DFA Emerging Markets Core Equity — Int/Div

DFA Emerging Markets Value — Int/Div — Sold

DFA Emerging Markets Small Cap — Int/Div — Buy

DFA Global Fixed Income — Int/Div

DFA International Core Equity — Int/Div

DFA Short Term Extended Quality — Int/Div

DFA US Large Cap Growth — Int/Div

DFA US Vector Equity — Int/Div — Sold

DFA US Core Equity — Int/Div

DFA US Targeted Value — Int/Div — Buy

DFA One-Year Fixed Income — Int/Div

DFA Two-Year Global Fixed Income — Int/Div

Diamond Hill Long Short — Int/Div

Permanent Portfolio — Int/Div

Vanguard Reit Index — Int/Div

IRA #3 (H) (on previous report this was IRA an

Discover Bank Cash Acct — Interest — Sold

Goldman Sachs Bank USA Cash Acct — Interest — Buy

Russell Lifepoints Fund Growth Strategy — Int/Div

TIAA CREF 457(bXH)

TIAA CREF Lifecycle 2030 — Int/Div

TIAA CREF S&P 500 Index — Int/Div

S29 Plan #1 (H)

BlackRock Mod 13-16 Age Based Option — Int/Div

BlackRock Aggressive Growth — Int/Div

529 Plan #2 (H)

Amcap Fund — Int/Div

American Balanced Fund — Int/Div

Amencan High Income Trust — Int/Div

Capital Income Builder — Int/Div

Capital World Growth and Income — Int/Div

Fundamental Investor — Int/Div

Growth Fund of America — Int/Div

529 Plan #3 (H)

Ohio Tuition Trust Fifth Third Cash Account — Interest — Buy

Trust #1 (H) (Beneficiary)

Amencan Funds Money Market A — None

Amencan Funds Bond Fund of America A — Int/Div

American Funds Capital World Bond Fund A — Int/Div

Trust #2 (H) (Beneficiary)

Lincoln Universal Life Insurance — Interest — note m Part VII

Trust £3 (H) (Beneficiary)

Transamerica Universal Life Insurance — Interest — note m Part VII

Secretary/ Treasurer, lowa Judges Assocution

Agreement — 2010 — State of lowa Judicial Retirement System, defined benefit pension, no control

Income — 2015 — State of lows, District Court Judge - Salary — $16,275.78

Spouse's income — 2015 — Self-employed progressional organizer

Section VII Investments and Trusts. DFA 1s abbreviation for Dimensional Fund Advisors.

Section VII, Investments and Trusts.

Trust #2 and Trust #3 were each initiated in 2015, and hold the assets previously listed on Lines 90 and 91, respectively in

the prior year's report,