Bridget Shelton Bade

H) ACCOUNTS

Arizona Central Credit Union — Int/Div

H)BSB ROTH IRA - BAIRD

Am Invesco Coemstock — Int/Div

5, — Distribution

MFS Limited Maturity — Int/Div

H) m= ROTH IRA - BAIRD

Davis NY Venture — Int/Div

9 — Distribution

MFS Limited Maturity — Int/Div

H) mo COVERDELL ESA - BAIRD

Davis NY Venture — Int/Div — Buy (add'l)

13 — Distribution

H) mmm COVERDELL ESA - BAIRD closed account on 08/04/17 — Closed

Davis NY Venture — Int/Div — Sold

16. — Distribution

H)BSB ROLLOVER IRA -< BAIRD

Baird Money Market — Interest

C common stock (X) — Int/Div

ESRX common stock — None

GE common stock — Int/Div

HD common stock — Int/Div

MRK common stock — Int/Div

MSFT common stock — Int/Div

PG common stock — Int/Div

XCEL common stock — Int/Div

H) mn ROLLOVER IRA - BAIRD

Baird Money Market — Interest

MO common stock — Int/Div

BAC common stock — Int/Div

C common stock — Int/Div

CSCO common stock — Int/Div

COP common stock — Int/Div

GE common stock — Int/Div

INTC common stock — Int/Div

JPM common stock — Int/Div

INJ common stock — Int/Div

KHC common stock — Int/Div

MRK common stock — Int/Div

MSFT common stock — Int/Div

MDLZ common stock — Int/Div

PM common stock — Int/Div

PFE common stock — Int/Div

PSX common stock — Int/Div

DBO Powershares DB Multi Sector Commodity Trust Oil Fund — None

XCEL common stock — Int/Div

IShares S&P 500 Index Fund (Blackrock S&P 500 Index Fund renamed 6/17) — Int/Div

a8 — Distribution

H) mm ROLLOVER IRA - BEACON POINTE

TDAM US Government Portfolio — Int./hv

iShares Russell 1000 Index Fund — Int/Div

Cullen Value Fd Hi Dvd Fd — Int/Div — Buy (add'l)

53 — Distribution

First Eagle Sogen Fds Inc Global — Int/Div

$5 — Distribution

Northern Lights Swan Defined Risk — Int/Div

GE common stock — Int/Div

GS common stock — Int/Div

BlackRock Strategic Income Opps Inv — Int/Div

Diamond Hill Small Cap — Int

61 — Distribution

Rbb Bb L/S Research Inv — None

H) mmm & mm JT TEN - BEACON POINTE

TDAM Municpal Portfolio — Int/Div

First Eagle Sogen Fds Inc Global — hy — Buy (add'l)

Hh. — Distribution

Northern Lights Swan Defined Risk — Int/Div

Riverpark Wedgewood Institutional — None — Sold

Diamond Hill Small Cap — Int — Buy (add'l)

0. — Iistnbution

BAC common stock — Int/Div

American Funds Europacific Growth — Int/Div — Buy

73, — Distribution

H) mem ROLLOVER IRA - BEACON POINTE

TDAM Municipal Portfolio — Int/Div

GS common stock — Int/Div

Riverpark Wedgewood Institutional — Int/Div — Sold

Diamond Hill Small Cap — Int/Div

79 — Distribution

BlackRock Strategic Income Opps Inv — Int/Div

Metropolitan West Total Return Bond — Int/Div

FPA Crescent Portfolio — Int/Div — Buy (add'l)

1 — Distribution

Northern Lights Swan Defined Risk — Int/Div

Rbb Bp L/S Research Inv — None

Oppenhemmer Developing Markets Fund — Int/Div

Cullen High Dividend Equity Fund — Int/Div — Buy

8 — Distribution

First Eagle Global Fund — None — Buy

H) msm ROLLOVER IRA - BEACON POINTE - SARATOGA VALUE

TDAM Municipal Portfolio Cl A — Int

MMM common stock — Int/Div — Sold (part)

AAPL common stock — Int/Div

AON common stock — Int/Div

BDX common stock — Int/Div — Sold (part)

BRK B common stock — Int/Div

BIB common stock — None

CHRW common stock — Int/Div

CTSH common stock — None

CSCO common stock — Int/Div

TPR common stock (formerly COH - name change on 10/31/17) — Int/Div

KO common stock — Int/Div

IBM common stock — Int/Div

INJ common stock — Int/Div

MDT common stock — Int/Div

MSFT common stock — Int/Div — Sold (part)

NKE common stock — Int/Div

NVO common stock — Int/Div

OMC common stock — Int/Div

ORCL common stock — Int/Div

PEP common stock — Int/Div

PH common stock — Int/Div

PG common stock — Int/Div

TSS common stock — Int/Div

UTX common stock — Int/Div

VAR common stock — Int/Div

WMT common stock — Int/Div

DIS common stock — Int/Div — Buy

H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual Adjustable CompLife — Int/Div

Northwestern Muutal Adjustable CompLife — Int/Div

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual 65 Life — Int/Div

H) OFFICE CONDO

TBM2 Investments LLC - office condo in Tempe, AZ — Rent

H) TBM2 PROMISSORY NOTE (X)

Promissory Note from TBM2 Investments LLC — Interest

Co-Trustee, T&B Trust (family revocable trust)

Spouse's income — 2017 — Self-Employed Attomey - i (IAN7-12031017)

Part 1. Positions. The judge is the co-trustee of the T&B Trust, which is a revocable trust for the benefit of the judge, her spouse and her family, The assets held

in the name of the T&B Trust are the judge's personal residence and the interests in TBM2 Investments LLC. The residence does not have to be reported in Part

VII, and the assets of TBM2 Investments LLC are reported in Part VII, lines 125-26,

Part VIL. Office condo. The membership mterests in TBM2 Investments LLC are owned equally by the judge and her spouse through their revocable trust, T&B

Trust. The judge's spouse is the manager of the LLC.

Part VII. TBM2 Promissory Note. This promissory note has not been previously reported. The loan to TBM2 Investments LLC was made on March 31, 2014 in

connection with the LLC's purchase of the office condo. TBM2 Investments LLC makes loan payments, consisting of principal and interest, to the judge and her

spouse. As noted abouve, TBM2 Investments is owned equally by the judge and her spouse through their revocable trust. Prior reports did not include this note

because it was believed that it was not reportable as the interest payments to the judge and her spouse come from an entity wholly owned by the judge and her

spouse (which can be classifed as a disregarded entity for income tax purposes). In the interest of dissclosure, it is inlcuded on this report. If prior reports must be

amended, the judge will do so.