Sheri Bluebond

Microsoft. common stock — Int/Div

Cisco, common stock — Int/Div

General Electric. common stock — Int/Div

Phizer. common stock — Int/Div

Juniper. common stock — None — Sold

TIAA-CREF Active Age Based Portfolio LR — Interest

Trust #1

Capstone Turbine Corp., common stock — None

Broadcomm. common stock — Int/Div

Wells Fargo Bank (Accounts) — Interest

Stamps.com, common stock — None

Schwab CA Tax-Free (Muni) Money Markt Mutual Fund — Int/Div — Buy (add'l)

Schwab CA Tax-Free (Muni) Money Markt Mutual Fund — Sold

America First Absolute Mutual Fund — None — Sold

Permanent Portfolio Mutual Fund — None — Sold

First Eagle Global Mutual Fund — Int/Div

17. — istrnibution

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

Loomis Sayles Bond Fund (Retail Shares Fund) — Sold (part)

Loomis Sayles Bond Fund (Retail Shares Fund) — Sold (part)

Loomis Sayles Bond Fund (Retail Shares Fund) — Sold (part)

Loomis Sayles Global Bond Inst] Fund — Int/Div — Buy

Loomis Sayles Global Bond Inst] Fund — Buy (add'l)

Loomis Sayles Global Bond Inst] Fund — Buy (add'l)

American Capital World Bond Fund (aka American FD Capital) — None — Sold

DFA Inflation Prot'd Securities Mut Fund — None — Sold

Hussman Strategic Growth Fund — None — Sold

Fidelity Municipal Money Market Mut Fund — Int/Div — Buy

Fidelity Municipal Money Market Mut Fund — Sold (part)

Baron Small Cap Fd — None — Buy

Baron Small Cap Fd — Buy (add'l)

Baron Small Cap Fd — Sold

Champlain Mid Cap Advisor — None — Buy

Champlain Mid Cap Advisor — Buy (add'l)

Champlain Mid Cap Advisor — Sold

Causeway Int'l Value Investor — None — Buy

Causeway Int'l Value Investor — Buy (add'l)

Causeway Int'l Value Investor — Sold

Dodge & Cox Stock — Int/Div — Buy

Dodge & Cox Stock — Buy (add'l)

Dodge & Cox Stock — Sold

Fidelity Advisor Growth Oppty C11 — None — Buy

Fidelity Advisor Growth Oppty C11 — Buy (add'l)

Fidelity Advisor Growth Oppty C11 — Sold

Templeton Frontier Mrtks Fd Adv CL — Int/Div — Buy

Templeton Frontier Mrtks Fd Adv CL — Buy (add'l)

Fidelity Advisor Real Estate CL — Int/Div — Buy

Fidelity Municipal Income Fund — Int/Div — Buy

Fidelity Municipal Income Fund — Int/Div — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

ZING Global Real Estate CL A — Int/Div — Buy

ZING Global Real Estate CL A — Buy (add'l)

ZING Global Real Estate CL A — Sold

IShares TR Russell 1000 Value Index Fd — Int/Div — Buy

IShares TR Russell 1000 Value Index Fd — Buy (add'l)

IShares TR Russell 1000 Value Index Fd — Sold

IShares TR Russell 1000 Growth Index Fd — Int/Div — Buy

IShares TR Russell 1000 Growth Index Fd — Buy

IShares TR Russell 1000 Growth Index Fd — Sold

Morgan Stanley Mid Cap Growth Port CL P — None — Buy

Morgan Stanley Mid Cap Growth Port CL P — Buy (add'l)

Morgan Stanley Mid Cap Growth Port CL P — Sold

MFS Research Int'l Class A — None — Buy

MFS Research Int'l Class A — Buy (add'l)

MFS Research Int'l Class A — Sold

Oakmark Fund — None — Buy

Oakmark Fund — Sold

T Rowe Price Small Cap Value Advisor CL — None — Buy

T Rowe Price Small Cap Value Advisor CL — Buy (add'l)

T Rowe Price Small Cap Value Advisor CL — Sold

Pimco Commodity Real Ret Strat Admin Cl — Int/Div — Buy

Pimco Commodity Real Ret Strat Admin Cl — Buy (add'l)

Pimco Commodity Real Ret Strat Admin Cl — Sold

T Rowe Price Emerging Mkis Stock Fund — None — Buy

T Rowe Price Emerging Mkis Stock Fund — Buy (add'l)

T Rowe Price Emerging Mkis Stock Fund — Sold

T Rowe Price Int'l Stock Fund — None — Buy

T Rowe Price Int'l Stock Fund — Sold

DWS California Tax Free Income Class S — Int/Div — Buy

DWS California Tax Free Income Class S — Buy (add'l)

DWS California Tax Free Income Class S — Buy (add'l)

DWS California Tax Free Income Class S — Buy (add'l)

DWS California Tax Free Income Class S — Buy (add'l)

SPDR S&P 500 ETF Trust Unit Ser S&P Fund — Int/Div — Buy

SPDR S&P 500 ETF Trust Unit Ser S&P Fund — Buy

SPDR S&P 500 ETF Trust Unit Ser S&P Fund — Sold

T Rowe Price Mid Cap Value Adv Class — None — Buy

T Rowe Price Mid Cap Value Adv Class — Buy (add'l)

T Rowe Price Mid Cap Value Adv Class — Sold

Templeton Global Bond Class A Fund — Int/Div — Buy

Templeton Global Bond Class A Fund — Buy (add'l)

Templeton Global Bond Class A Fund — Sold (part)

Munder Veracity Small Cap Value Y Fund — None — Buy

Munder Veracity Small Cap Value Y Fund — Buy (add'l)

Munder Veracity Small Cap Value Y Fund — Sold

William Blair Int'l Growth Class N Fund — None — Buy

William Blair Int'l Growth Class N Fund — Sold

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

Artisan Value Fund Investor CL — Int/Div — Buy

Artisan Small Cap Fund Investor CL — None — Buy

Credit Suisse Commd Rim Strigy Inst'l SH Fund — None — Buy

Credit Suisse Commd Rim Strigy Inst'l SH Fund — Buy (add'l)

Credit Suisse Commd Rim Strigy Inst'l SH Fund — Buy (add'l)

Fidelity Small Cap Value Fund — Int/Div — Buy

107 — Distribution

Fidelity Growth Company Fund — Int/Div — Buy

Fidelity Advisor New Insights C11 — Int/Div — Buy

110. — Distribution

Fidelity Low Priced Stock — Int/Div — Buy

112. — Distribution

IShares TR Russell 1000 Index Fund — Int/Div — Buy

IShares TR Russell Midcap Index Fund — Int/Div — Buy

IShares TR Russell Midcap Value Index Fund — None — Buy

Perkins Mid Cap Value Fund Class T — Int/Div — Buy

MFS Int'l Diversification Fund A — Int/Div — Buy

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

Morgan Stanley Global Real Estate Port P — Int/Div — Buy

Oppenheimer Dev Markets Fund Class Y — Int/Div — Buy

T Rowe Price Small Cap Stock Advisor CL — Int/Div — Buy

122 — Distribution

Prudential Jenison Mid Cap Growth CL A Fund — Int/Div — Buy

Prudential Jenison Mid Cap Growth CL A Fund — Distribution — Buy (add'l)

Vanguard Index FDS Vanguard Value Viper — Int/Div — Buy

Vanguard Index FDS Vanguard Growth Viper — Int/Div — Buy

Fudehity Low Priced Stock Fund — Int/Div — Buy

Fudehity Low Priced Stock Fund — Buy (add'l)

Fudehity Low Priced Stock Fund — Sold (part)

Eaton Vance Income Fund of Boston CL — Int/Div — Buy

Eaton Vance Income Fund of Boston CL — Sold

Wells Fargo Short Term Muni Inc-Instit — Int/Div — Buy

Assets

San Diego Cty Cr. Union (Accts) (see Pt VIIL Note 1) — None

Union Bank (Account) (see PL. VIII, Note 1 — None

Ameritrade (Account) (see Pr. VIII, Note 1) — None

E-Trade (Account) {see Pt. VIII. Note 1) — None

Phycor 401(k) (see Pt. VIII, Note 1) — None

Bridge Harb. Mgt, Inc, stock (see Pr. VIII Notes 1 & 2) — None

BH Channelview, LLC, membshp int. (see VII, Noes 1 & 2) — None

BH Vincent, LLC, membshp int. (see Pt VII, Notes 1&2) — None

BH Bellvue, LLC, membshp int. (see Pt VII. Notes 1 & 2) — None

Member, Board of Trustees, Los Angeles Bankruptcy Forum

Trustee, Trust No.

Reimbursement — Bankruptcy — fo JEL Ji eimai — Ceremony and Annual Conference — TH TT TAR Tig i".

Reimbursement — California Bankruptcy Forum — 05/17-05:21 — Rancho Mirage, CA — Speaker at Annual Cont — Hotel, Meals, Tuition

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10023-10728 — San Diego — Attendance at Amnual Cont — Hotel, Meals, Tuition, Mileage

Reimbursement — Practising Law Institute — 11405 — San Fruncaisco, CA — Speaker at Basics of Bankruptcy Program — Aartare, Awrport Parking, Mileage, Meals, Taxi, Tips

Spouse's income — 2012 — GlassRamer Advisory & Capital Group LLC -- Salary

NOTE 1:

. The only information available to me concerning

assets is that which was contained on a balance sheet

prepared us of September 3, 2003 that was attached as a schedule to the premarital agreement that we signed on September §, 2003.

The entries that appear on lines | through 132 of Part VII of this Report refer to my assets (with the exception of line 6, which refers to 529 accounts that belong

to

The entries that appear on lines 135 through 143 of Part VII of this Report refer to

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 on lines 137 through 139 of Part VII of this Report, and 1 do not have, 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

3 balance sheet reflects that the values reflected for the assets described on lines 140 through 143 of Part

VI of this Report "are based on the allocation of an anticipated sales price for all four interests totaling $24,000. | 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 interest in

any proceeds that may have been generated thereby. 1 also believe that, shortly after our marriage,

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 balance on deposit in any of these new accounts or any income

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