Sheri Bluebond

2s — Distribution

20. — Distribution

Microsoft. common stock — Int/Div

Cisco, common stock — Int/Div

General Electric. common stock — Int/Div

Phizer. common stock — Int/Div

Scholarshare Active Age-Based Portfolio LR — Interest — Sold

Scholarshare Active Age-Based Portfolio 90.10 — None — Buy

Trust #1

Capstone Turbine Corp., common stock — None

Broadcomm. common stock — Distribution

Wells Fargo Bank (Accounts) — Interest

Stamps.com, common stock — None

First Eagle Global Mutual Fund — Int/Div

13 — Distribution

Loomis Sayles Bond Fund (Retail Shares) — Int/Div — Sold

Fidelity Municipal Money Market Mutual Fund — Int/Div

16. — Distribution

Templeton Frontier Mrtks Fd Adv Cl — Int/Div

18 — Distribution

Fidelity Advisor Real Estate CL Mut Fund — Int/Div

Fidelity California Municipal Income Fund — Int/Div

Deutsche Mngd Muni Bd Fd fka DWS Managed Municipal Bond CL S — Int/Div

23. — Distribution

Invesco Int'l Growth Fund CL RS — Int/Div

Artisan Value Fund Investor CL — Int/Div

i". — Distribution

Artisan Small Cap Fund Investor CL — None

Fidelity Small Cap Value Fund — Int/Div

RI — Distribution

Fudelity Growth Company Fund — Int/Div

12 — Distribution

Fidelity Advisor New Insights CL — Int/Div

u — Distribution

Fidelity Low Priced Stock Fund — Int/Div

RO — Distribution

IShares TR Russell 1000 Index Fund — Int/Div

IShares TR Russell Midcap Index Fund — Int/Div

IShares TR Russell Midcap Value Index Fund — Int/Div

MFS Int'l Diversification Fund A — Int/Div

MFS Int'l Value Fund CL A — Int/Div — Buy (add'l)

42 — Distribution

Morgan Stanley Global Real Estate Port P — Int/Div

Oppenheimer Dev Markets Fd — Int/Div — Sold (part)

45 — istmbution

T Rowe Price Small Cap Stock Advisor CL — Distribution

Prudential Jennison Mid Cap Growth CL A Fund — Distribution

Vanguard Index FDS Vanguard Value Vipers — Int/Div

Vanguard Index FDS Vanguard Growth Vipers — Int/Div

Wells Fargo Short Term Mum Inc -Inst — Int/Div — Buy (add'l)

Wells Fargo Short Term Mum Inc -Inst — Distribution — Buy (add'l)

Wells Fargo Short Term Mum Inc -Inst — Buy (add'l)

Wells Fargo Short Term Mum Inc -Inst — Sold (part)

Wells Fargo Short Term Mum Inc -Inst — Buy (add'l)

Wells Fargo Muni Bond Fd-Admin CL — Int/Div

Sh — istrnibution

Fidelity Emerging Markets Fund — Int/Div

SK — Distribution

Franklin Int'l Small Cap Growth Advisor — Int/Div

ol) — Distribution

Franklin Conv Securities Advisor — None — Buy

Oppenheimer Int'l Bond Fund — Int/Div

63 — Distribution

Oppenheimer Int'l Growth Fund — None — Buy

Oppenheimer Int'l Growth Fund — Sold (part)

Oppenheimer Int'l Growth Fund — Sold

Sector Spdr TR SHS Ben Int'l Fin'l Cross Fund — Int/Div

Transamerica Int'l Equity Fund — Int/Div — Buy

“av — Distribution

Assets

Sun Diego Cty Cr. Union (Accounts) See Pt. VIII, Note — None

Union Bank (Account) See Pt. VIL Note — None

Ameritrade (Account) See Pr VII, Note — None

eTrade (Account) See Pr VIL Note — None

Phycor 201(k) See Pr. VIII, Note — None

Bridge Harb. Mgt, Inc., stock {See Pt. VIII, Notes & 2) — None

BH Channelview, LLC (membership mt.) (See Pr. VIII, Notes 1 & 2) — None

BH Vincent, LLC {membership int.) (See Pt. VIII. Notes 1 & 2) — None

BH Bellvue, LLC (membership mt.) (See Pt. VIII, Notes 1 & 2) — None

Member, Board of Trustees, Los Angeles Bankruptcy Forum

Trustee, Trust No.

Member, Board of Governors, Financial Lawyers Conference

Reimbursement — California Bankruptcy Forum Conference — 05/150 05/18/2014 — Santa Barbara, CA — Speiker at Annual Conference — Hotel, Meals, Tuition

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10007 to 10/11°2014 — Chicago, IL — Attendance at Annual Meeting and Conference — Hotel

Spouse's income — 2014 — GlassRamer Advisory & Capital Group LLC -- Salary

NOTE 1:

1 was married on September 14, 2003, The only information available to me concernin JNA assets is that which was contained on a balance sheet

prepared as of September 3, 2003 that was attached as 4 schedule to th #greement that we signed on September 5, 2003.

The entries that appear on lines | through 69 of Part VII of this report refer to my assets (with the exception of lines 5-6, which refer to 529 accounts that belong

omy

The entries that appear on lines 71 through 79 of Part VII of this report refer to [NNN assets and reflect values as of

September 3, 2003, as this is the only information available to me. | do not have information as to the specific funds or stocks contained within the brokerage

accounts or 401(k) accounts identified in lines 73 through 75 of Part VIT of this report, and 1 do not hive, and will not obtain, any interest in any of these assets or

any income or proceeds that may be generated by these assets.

NOTE 2;

An explanatory note on [Jl Scptember 3, 2003 balance sheet reflects that the values shown for the assets described on lines 76 through 79 of Part VIL

of this report "are based on the allocation of an anticipated sales price for all four interests totaling $24.000.% 1 believe that the assets described on these lines

may have been sold since September 3, 2003, but | do not have access to this information or any details concerning the sale and do not have any mterest in any

proceeds that may have been generated thereby. 1 also believe that, shortly after [EN closed certain of his bank accounts and opened new

bank accounts at Wells Fargo and ING. Again, I do not have any information concerning the balince on deposit in any of these accounts or any income generated

by these accounts and do not have any interest in any funds on deposit in these accounts.