Bridget Shelton Bade

H) ACCOUNTS

Arizona Central Credit Union — Int/Div

H)BSB ROTH IRA - BAIRD

Am Invesco Coemstock — Int/Div

Am Invesco Coemstock — Distribution — Buy (add'l)

MFS Limited Maturity — Int/Div

H)TWB ROTH IRA - BAIRD

Davis NY Venture — Int/Div

Davis NY Venture — Distribution — Buy (add'l)

Davis NY Venture — Distribution — Buy (add'l)

MFS Limited Maturity — Int/Div

H)MNB COVERDELL ESA - BAIRD

Davis NY Venture — Int/Div

Davis NY Venture — Distribution — Buy (add'l)

Davis NY Venture — Distribution — Buy (add'l)

HIMTB COVERDELL ESA - BAIRD

Davis NY Venture — Int/Div — Sold (part)

Davis NY Venture — Distribution — Buy (add'l)

Davis NY Venture — istmbution — Buy (add'l)

Ivy Balanced — Int/Div — Sold

XLK Sector Technology Select Sector Spdr xX) — Int/Div — Sold

H)BSB ROLLOVER IRA - BAIRD

Baird Money Market — Interest

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

HW TWB ROLLOVER IRA - BAIRD

Baird Money Market — Interest

MO common stock — Int/Div

BAC common stock — Int/Div

CC 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

Blackrock S&P S00 Index Investor — Int/Div

Blackrock S&P S00 Index Investor — istnibution — Buy (add'l)

Blackrock S&P S00 Index Investor — Distribution — Buy (add'l)

H) BSB ROLLOVER IRA - BEACON POINTE

TDAM US Government Portfolio — Int/Div

iShares Russell 1000 Index Fund — Int/Div

Cullen Value Fd Hi Dvd Fd — hy

SK — Distribution

First Eagle Sogen Fds Inc Global — Int/Div

ol) — Distribution

Northern Lights Swan Defmed Risk — Int/Div

Virtus Funds Emerging Mkts Oppty — Int/Div — Sold

GE common stock — Int/Div

GS common stock — Int/Div

BlackRock Strategic Income Opps Inv — hy

Diamond Hill Small Cap — Int/Div

67 — Distribution

Rbb Bb L/S Research Inv — None — Buy

H) TWB & BSB JT TEN - BEACON POINTE

TDAM Municpal Portfolio — Int/Div

First Eagle Sogen Fds Inc Global — Int/Div

72 — istmbution

Northern Lights Swan Defined Risk — Int/Div

Riverpark Wedgewood Institutional — Int/Div

Virtus Funds Emerging Mkts Oppo Fd — None — Buy

Virtus Funds Emerging Mkts Oppo Fd — Sold

Diamond Hill Small Cap — Int/Div — Buy

Is — Iistnbution

iShares MSC1 Emerging Markets — None — Sold

BAC common stock — Int/Div

H) TWB ROLLOVER IRA - BEACON POINTE

TDAM Municipal Portfolio — Int/Div

GS common stock — Int/Div

Riverpark Wedgewood Institutional — Int/Div

Diamond Hill Small Cap — Int/Div

Rh — istmbution

BlackRock Strategic Income Opps Inv — Int/Div

Metropolitan West Total Return Bond — Int/Div

x9 — Distribution

FPA Crescent Portfolio — Int/Div

91 — Distribution

Northern Lights Swan Defined Risk — Int/Div

Rbb Bp L/S Research Inv — None — Sold (part)

Virtus Funds Emerg Mkts Oppo Fd — None — Sold

Oppenheimer Developing Markets Fund — Int/Div — Buy

H) TWB ROLLOVER IRA - BEACON POINTE - SARATOGA VALUE

TAM Municipal Portfolio Cl A — Int/Div

MMM common stock — Int/Div

AAPL common stock — Int/Div — Buy (add'l)

AAPL common stock — Buy (add'l)

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

ADP common stock — Int/Div — Sold

BAX common stock — Int/Div — Sold

BXLT common stock — Int/Div — Sold

BDX common stock — Int/Div

BRK B common stock — Int/Div

BIB common stock — None — Buy

CHRW common stock — Int/Div

CTSH common stock — None

CSCO common stock — Int/Div

COH common stock — 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 — Buy (add'l)

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

ORCL common stock — Int/Div

PCP common stock — None — Sold

PEP common stock — Int/Div

Pll common stock — Int/Div — Buy

PG common stock — Int/Div

SYY common stock — Int/Div — Sold

TSS common stock — Int/Div

UTX common stock — Int/Div

VAR common stock — Int/Div

WMT common stock — Int/Div

H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual Adjsutable CompLife — Int/Div

Northwestern Muutal Adjsutable 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 — Reat

Co-Trustee, T&B Trust

Spouse's income — 2016 — Self-Employed Attomey - Thomas W, Bade PLC (1/1/16<12/31/16)

Part I. Positions, The magistrate 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

only assets in the name of the 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 asset of TBM2 Investments LLC is reported in Past VII, lines 136-37,

Part VII. Different share classes of the same mutual fund have been combined. For example, Riverpark Wedgewood in 2015 had mstitutional and retail entries.

Our financial advisor purchases retail shares with the load waived (class A) and then converts them to insitutional shares (class 1), which have a lower expense

ratio. All retail shares eventually become institutional shares. It is a strategy to reduce overall fund investment expenses. There is no way to report this exchange

under the transaction options, and it's not & realization or disposition event. The retail shares are simply exchanged for institutional shares of idenitcal value. Line

74 of this report combines the Riverpark Wedgewood institutional and retail entries from lines 74 and 74 of the 2015 report.

Part VIL Office condo. The membership interests 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.