Josephine L. Staton

IRA Z(H)

Ave Maria Rising Dividend Fund — Int/Div

First Eagle Overseas Fund CI — Int/Div

First Eagle US Value Fund C1 1 — Int/Div

Janus Balanced Fund C1) — Int/Div

Sterling Capital Stratton Small Cap Value Fund — Int/Div

Janus Flexible Bond Fund CLT — Int/Div

Charles Schwab Bank (Cash Account) — None

IRA#£2(H)

Pamassus Core Equity Fund Investor SH — Int/Div

Charles Schwab Bank (Cash Account) — None

State of California Savings Plus Program (401457 (HY

Large Cap Fund — Interest

Target Date Fund — Interest

Schwab 529 College Savings Plan Short Term Portfolio — None — Sold (part)

Schwab 529 College Savings Plan Short Term Portfolio — Sold (part)

Schwab 529 College Savings Plan Short Term Portfolio (Y) — Int/Div — Sold

Schwab 529 College Savings Plan Moderately Conservative Portfolio — Int/Div — Buy

Schwab 529 College Savings Plan Moderately Conservative Portfolio — Sold (part)

Schwab 529 College Savings Plan Moderately Conservative Portfolio — Sold (part)

Schwab 529 College Savings Plan Moderately Conservative Portfolio — Sold (part)

Schwab 529 College Savings Plan Moderately Conservative Portfolio — Sold (part)

United Health Group — Int/Div — Sold (part)

Charles Schwab Bank (Cash Account) — None

Chase Bank (Cash Account) #1 — None

Chase Bank (Cash Account) #2 (X) — None

American Express Bank (Cash Account) — Interest

U.S. Series E Savings Bonds — Interest

Rental Property #1 Orange County, CA — Reat

IRA #3 (H)

Rental Property #2 Orange County CA — Rent

Custodial Cash (IRA Services Trust Co.) — None

First Republic Checking — Interest

First Republic Savings — Interest

First Republic Checking 2 — Interest

First Republic Savings 2 — Interest

USAA Checking — Interest

USAA Checking 2 — Interest

USAA Checking 3 — Interest

USAA Checking 4 — Interest

USAA Savings — Interest

USAA Savings 2 — Interest

USAA 529 College Plan (H)

USAA Age-Based (14-15) $29 Conservative Portfolio Mutual Fund — Int/Div

USAA IRA (H)

USAA Money Market (Cash) Mutual Fund — Int/Div

USAA Brokerage (H)

UUSTX Short Term Bond Mutual Fund — Int/Div

Fidelity Roth IRA (H)

FUSVX Fidelity Mutual Fund — Int./hv

Fidelity Rollover IRA (H)

FUXVX Fidelity Mutual Fund — Int/Div

Fidelity Indiv. Account (H)

FDRXX Fidelity Bond Fund — Int/Div

Fidelity Indy. Account (H)

Wells Fargo QPIQQ Mutual Funds — Int/Div

Judicial Advisory Council, Association of Business and Trial Lawyers

Board Member, Federal Bur Assocution - Orange County Chapter

Liability — Ditech — Mortgage on Rental Property #1, Orange County, CA (Part VII)

Liability — ALG clients — Chient Trust Account

Reimbursement — Association of Business and } Trial Lawyers — 10/04/17 through 1008/17 — Carlsbad, CA — Education/Annusl Conference — Lodging & Transportation

Spouse's income — 2017 — The Art Law Group ("ALG") (self-employed lawyer)

Spouse's income — 2007 — One LLP (self-cmploved lawyer)

Spouse's income — 2007 — Self-employed writer

Part VIL, p.4, line 18: Schwab 529 College Savings Plan Moderately Conservative Portfolio appeared on 2016 Financial Disclosure Report on Part VIL, p 4, Line

17 as Schwab 529 College Savings Plan Moderately Aggressive Plan. All the funds in the Schwab 529 College Savings Plan Short Term Portfolio (line 17) were

transferred into this fund, and the fund on line 17 was closed. Some of the funds in the Schwab 529 College Savings Plan Short Term Portfolio (line 15) were

transferred into this fund, The value of these transfers is reflected on lines 15, 17, and 18.

Part VIL, line 28: LS. Series E Bonds. The value decreased because [NN ho hold the bonds are no longer dependents.