John Zihun Lee

Rental Property #1, Barrington, IL (2007 £745.000) — Rent

LPL Fimancial IRA — Int/Div

Am. Beacon High Yield

Am. Beacon Lg Cap Value

Am. Century Real Estate

American Funds Cap. Income Builder (x) — Buy

Artisan Mid Cap

Artisan Small Cap Value

DWS Floating Rate

DWS Select Al Allocation

JP Morgan Prime Money Mkt Fund

Janus Venture

Natixis ASG Global Alt

Oakmark International

Oakmark Select

Oppenheimer Dev. Mkts

Perkins Mid Cap Value

RS Small Cap Growth

TCW Select Equities

TCW Total Return

Touchstone Sands Select

Am. Century Equity Income Mut. Fund (x) — Int/Div — Buy

Am. Century Equity Income Mut. Fund (x) — Buy (add'l)

Am. Century Equity Income Mut. Fund (x) — Buy (add'l)

Am. Century Equity Income Mut. Fund (x) — Buy (add'l)

Am. Century Equity Income Mut. Fund (x) — Buy (add'l)

Artisan Mid Cap. Mut. Fund (x) — None — Buy

Deutsche Managed Muni. Bond Mut. Fund x — Int/Div — Buy

Deutsche Managed Muni. Bond Mut. Fund x — Buy (add'l)

Deutsche Managed Muni. Bond Mut. Fund x — Buy (add'l)

Deutsche Managed Muni. Bond Mut. Fund x — Buy (add'l)

Deutsche Floating Rate Mut. Fund (x) — Int/Div — Buy

Deutsche Floating Rate Mut. Fund (x) — Buy (add'l)

Deutsche Floating Rate Mut. Fund (x) — Buy (add'l)

Deutsche Floating Rate Mut. Fund (x) — Buy (add'l)

Deutsche Floating Rate Mut. Fund (x) — Sold

Henerson Euro. Focus Mut. Fund (x) — Int/Div — Buy

Henerson Euro. Focus Mut. Fund (x) — Buy (add'l)

Henerson Euro. Focus Mut. Fund (x) — Buy (add'l)

Henerson Euro. Focus Mut. Fund (x) — Buy (add'l)

Janus Venture Mut. Fund (x) — None — Buy

Oakmark Selet Mut. Fund (x) — Int/Div — Buy

Oakmark Selet Mut. Fund (x) — Buy (add'l)

Oakmark Selet Mut. Fund (x) — Buy (add'l)

Oakmark Selet Mut. Fund (x) — Buy (add'l)

Oakmark Selet Mut. Fund (x) — Buy (add'l)

Bright Directions College Savings 9-12 A Portfolio — None

American Fund Capital Income Builder Fund A — None — Sold

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

Bright Directions College Savings 13-16 Portfolio (x) — None

6720 Jeffery, LLC — istnibution

Trust#) — Int/Div

DFA Intern'] Core Equity Ptfl

DFA US Core Equity 2

DFA Emerg Mkts Core Equity

DFA Intern'l Sm Cap Value

DFA US Small Cap Value Port

DFA US Large Cap Value Port

DFA Real Estate Ptf

DFA Global Real Estate Sec Pf

DFA Intern'] Value Pf

Vanguard Intern'l Equity Index

Vanguard REIT ETF Index

FDIC Insured Deposit Account

Apple (AAPL) — Int/Div

Revolution Lighting (RVLT) — None

Agreement — 2012 — Freeborn & Peters LLP — Compensation for legal services rendered before becoming a judge

Liability — Capital One — Mortgage on Rental Property #1, Barrington, IL

Liability — Greentree Financial Services — Mortgage on Rental Property #1, Barrington, IL

Reimbursement — Harvard Law School — 02/21,2014-02/22201- — Cambridge, MA — Conterence speaker — Transportation, meals, lodging

Reimbursement — Korean American Bar Association of San Diego — Md 112018 — San Diego, CA — Conference speaker — Transportation, meals, lodging

Reimbursement — Korea Umversity Law School — OKN082014-08/15/201 — Seoul, South Korea — Cruest instuctor — Transportation, meals, lodging

Reimbursement — Federal Judicial Center — 10/05/2014-10/07/201. — Bloomington, IN — Judicial traning — Iransportation, meals, lodging

Reimbursement — Federal Judicial Center — 10/27/2014-10/29/201. — Palm Beach, FL — Judicial training — Transportation, meals, lodging

Spouse's income — 2014 — Physician Anesthesia Associates

Spouse's income — 2014 — Ninois Board of Health