Michael Howard Simon

What was filed

90
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
3
income
1
spouse income

Named parties

Classroom Law Project
Innsmouth Partners, L.L.C. {motion picture production company based m Hillsboro, OR; holds no investments) (See Part VIII, line )
Samuel French, Inc. (theatncal royalties for "The Odd Couple”)
Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”)
International Authors Society (theatrical royalties tor "The Odd Couple™)
LS. House of Representatives (spouse's wages)

As filed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union {checking and savings) — Interest

Northwestern Mutual Life Ins. (whole hfe insurance cash value) — Int/Div

Gold coins — None

Innsmouth Partners, L.L.C. (See Part VIII, line 1) — None

Bonamici for Congress (spouse campaign loan) (See Part VIII line 2) — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Int/Div — Buy (add'l)

Vanguard 500 Index mut. fund — Buy (add'l)

Vanguard Capital Opportunity mut. fund — Int/Div — Sold

Vanguard Emerging Markets Stock Index mut. fund — Int/Div — Sold

Vanguard Energy mut. fund — Int/Div — Buy (add'l)

Vanguard European Stock Index mut fund — Int/Div — Sold

Vanguard Explorer mut. fund — Int/Div — Sold (part)

Vanguard Explorer mut. fund — Sold

Vanguard Global ex-L.S. Real Estate Index mut. fund — Int/Div — Sold

Vanguard Health Care mut. fund — Int/Div — Sold

Vanguard PRIMECAP mut. fund — Int/Div — Buy (add'l)

Vanguard REIT Index mut. fund — Int/Div — Buy (add'l)

Vanguard REIT Index mut. fund — Buy (add'l)

Vanguard Small-Cap Index mut, fund — Int/Div — Buy (add'l)

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

Oregon State Dept. of Admin. Services municipal bond — Interest

Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Int/Div — Buy

Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Buy (add'l)

Blackrock Strategic Inc. Opptys Investor Class A mut. fund — Sold (part)

Blackrock High Yield Bond Investor Class A mut. fund — Int/Div — Buy

Blackrock High Yield Bond Investor Class A mut. fund — Sold (part)

Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Int/Div — Sold (part)

Active Portfolio Multi Manager Small Cap Equity Class A mut. fund — Sold (part)

Active Portfolio Multi Manager Growth Class A mut. fund — Int/Div — Buy

Active Portfolio Multi Manager Growth Class A mut. fund — Sold (part)

Active Portfolio Multi Manager Value Class A mut. fund — Int/Div — Buy (add'l)

Active Portfolio Multi Manager Value Class A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Directional Alt, Class A mut. fund — Int/Div — Buy

Columbia Disciplined Growth Cl. A mut fund — Sold

Columbia Select Large Cap Growth Class A mut. fund — Sold

JPMorgan Large Cap Growth Class A mut fund — Int/Div — Buy

JPMorgan Large Cap Growth Class A mut fund — Buy (add'l)

JPMorgan Large Cap Growth Class A mut fund — Sold (part)

MFS Municipal High Inc. Class A mut fund — Int/Div — Buy (add'l)

MFS Municipal High Inc. Class A mut fund — Buy (add'l)

MFS International Value Class A mut fund — Int/Div — Buy (add'l)

MFS International Value Class A mut fund — Sold (part)

MFS Value Class A mut. fund — Int/Div — Sold (part)

MFS Value Class A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond Class A mut. fund — Int/Div — Buy

Nuveen Interm. Duration Mun. Bond Class A mut. fund — Buy (add'l)

Oppenhemner International Growth Class A mut, fund — Int/Div — Buy (add'l)

Oppenhemner International Growth Class A mut, fund — Buy (add'l)

Oppenhemner International Growth Class A mut, fund — Sold (part)

Prudential Jennison Mid Cap Growth Class A mut. fund — Int/Div — Buy (add'l)

Prudential Jennison Mid Cap Growth Class A mut. fund — Sold (part)

Prudential Jennison Mid Cap Growth Class A mut. fund — Buy (add'l)

Wells Fargo Advantage Emerging Markets Equity Class A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Advantage Emerging Markets Equity Class A mut. fund — Sold (part)

Wells Fargo Advantage Municipal Bond Class A mut. fund — Int/Div — Sold

Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Int/Div — Sold (part)

Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Buy (add'l)

Wells Fargo Advantage Short Term Municipal Bond Class A mut, fund — Sold (part)

Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Sold (part)

Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Buy (add'l)

Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Sold (part)

Western Asset Interm. Term Municipal Class A mut. fund — Int/Div — Sold (part)

Western Asset Interm. Term Municipal Class A mut. fund — Buy (add'l)

Franklin Templeton Growth Allocation Class A mut. fund — Int/Div

Director, Classroom Law Project

Member (mmonty terest: no control or managerial responsibility), Innsmouth Partners, L.L.C. {motion picture production company based m Hillsboro, OR; holds no investments) (See Part VIII, line )

Income — 2016 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — S17.898.00

Income — 2016 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”) — ST30.00

Income — 2016 — International Authors Society (theatrical royalties tor "The Odd Couple™) — $21,493.00

Spouse's income — 2016 — LS. House of Representatives (spouse's wages)

1. Part I, line 2 and Part VIL, line 5. Innsmouth Partners, L.L.C. is a movie production company based m Hillsboro, OR. It holds no investments. My wife and |

own a minority interest and exercise no control or managerial responsibility.

2. Part VII, line 6. On November 28, 2016, the Bonamici for Congress campaign made a partial repayment in the amount of $50,000 to my spouse on her personal

loan to the campaign.