Sheri N. Pym

Vanguard Prime Money Market Fund — Int/Div

Vanguard Rollover IRA — Int/Div

Vanguard Capital Opportunity Fund Adm

Vanguard Growth Index Fund Adm

Vanguard STAR Fund

Vanguard U.S. Value Fund

Vanguard Roth IRA #1 — Int/Div

Vanguard Explorer Fund Inv

Vanguard Small-Cap Index Fund In

Vanguard Roth IRA #2 — Int/Div

Vanguard Total Stock Market Index Fund Inv

Vanguard Windsor 11 Fund Inv

Claremont University Consortium 403(BK7) Plan — Int/Div

Vanguard Intemational Growth Fund Inv

Vanguard LifeStrategy Growth Fund

Vanguard STAR Fund

Vanguard Windsor 11 Fund Inv

Vanguard 500 Index Fund Inv

Pomona College Academic Retirement Plan — Int/Div

CREF Growth Fund

CREF Equity Index Fund

CREF Global Equities Fund

TIAA-CREF Lifecycle 2030-Inst Fund — Sold

Vanguard Target Retirement 2030 Fund — Buy

Vanguard Total Stock Market Index Signal Fund — Buy

Northwestern Mutual Variable Life Insurance #1 — Int/Div

Northwestern Mutual Index S00 Stock Fund (MSA)

Northwestern Mutual Mid Cap Growth Stock Fund (MSA)

Northwestern Mutual Variable Life Insurance #2 — Int/Div

Northwestern Mutual Growth Stock Fund (MSA)

Northwestern Mutual Index 400 stock Fund (MSA)

Vanguard UGTMA Account #1 — Int/Div

Vanguard Lifestrategy Moderate Growth Fund

Vanguard UGTMA Account #2 — Int/Div

Vanguard Lifestrategy Moderate Growth Fund

Vanguard Education Savings Account #1 — Int/Div

Vanguard Explorer Fund Inv

Vanguard STAR Fund

Vanguard Education Savings Account #2 — Int/Div

Vanguard Small-Cap Growth Index Fund

College Savings lowa 529 Plan #1 — None

Vanguard Growth Age-Based Track Growth Portfolio

College Savings lowa 529 Plan #2 — None

Vanguard Growth Age-Based Track Aggress Growth Portfolio — Sold

Vanguard Growth Age-Based Track Growth Portfolio — Buy

University of California Retirement Savings Program — Int/Div

UC Savings Fund

Putnam UGTMA Account #1 (X) — Int/Div

Putnam Dynamic Asset Allocation Balanced Fund

Putnam Dynamic Asset Allocation Growth Fund

Putnam UGTMA Account #2 (X) — Int/Div

Putnam Dynamic Asset Allocation Balanced Fund

Putnam Dynamic Asset Allocation Growth Fund

Virginia 529 College Savings Plan #1 (X) — Int/Div

American Funds Bond Fund of America

American Funds Capital World Growth and Income Fund

American Funds Growth Fund of America

American Funds New Perspective Fund

American Funds Washington Mutual Investors Fund

Virginia 529 College Savings Plan £2 (X) — Int/Div

American Funds Bond Fund of Amenca

American Funds Capital World Growth and Income Fund

American Funds Growth Fund of America

American Funds New Perspective Fund

American Funds Washington Mutual Investors Fund

Franklin Templeton 529 College Savings Plan #1 (X) — None

Templeton Growth 529 Portfolio

Franklin Growth 529 Portfolio

Franklin Small Mid Cap Growth 529 Portfolio

Mutual Shares 529 Portfolio

S&P S00 Index 529 Portfolio

Franklin Templeton 529 College Savings Plan #2 (X) — None

Founding Funds 529 Portfolio

Chase bank account — Interest — Open

Real property in San Juan County, WA (X) — None

Real property in Shoreline, WA (X) — None

Chase bank account for estate #41 — None — Open

Edward Jones IRA (X) — Int/Div — Sold

American Funds Short-Term Bond Fund of America-A — Int/Div — Sold

Amencan Funds American Mutual Fund- A — Int/Div — Sold

American Funds Capital World Growth and Income Fund-A — Int/Div — Sold

President, Federal Bar Association, Inland Empire Chapter

Personal Representative, Estate #1

Reimbursement — Federal Bar Association — September 22, 2012 — Sun Diego, CA — FBA Annual Meeting — Mileage and parking

Spouse's income — 2012 — Claremont Graduate University -- committee work

1) Part VII, lines 48-53 — these Putnam UGTMA accounts were inadvertently omitted from prior financial disclosure reports; they were established by a

some time ago; although | knew the relative intended to establish some sort of education savings accounts, 1 did not know anything more about them;

consequently, I did not think of them when completing prior financial disclosure reports; | only thought of them this year, after custodianship for the accounts was

transferred from the

and so we began receiving financial reports for the accounts,

2) Part VII, lines 54-73 — these 529 accounts were inadvertently omitted from prior financial disclosure reports; they were established

some time

ago; as with the Putnam accounts, | knew these relatives had established some sort of education savings accounts, but again did not know anything about them

and did not think of them when completing prior financial disclosure reports; as a result of learning of the Putnam accounts, this year | thought to inquire of my

about what accounts they had set up.

3) Part VII, line 75 -- | inherited an interest in this real property in 2012 as a result of the death of a relative {part of estate

#1Y; this was appraised on

10:23/2012, and the value shown is my interest of the whole.

4) Part VII, line 76 — I inherited an interest in this real property in 2012 as a result of the death of a relative (part of estate

#1); this was appraised on

04/23/2013, retrospectively as of 04/26/2012, und the value shown is my interest of the whole.

5) Part VIL, lines 78-81 - | acquired a beneficiary interest in a

Edward Jones IRA at the ime of the

death in 2012,