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What was filed

  • 35

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Part VIII
  • VIII
  • Part VIII "
  • Legal Education Fund, Inc
  • U.S. - Asia Law Institute
  • University of Hawaii Founda tion
  • National Institute for Trial Advocacy, Louisville, CO (royalties)

As filed

IRA #!] — Int/Div

TD Ameritrade Money Market Deposit Ac count — Part VIII

ConocoPhillips Common Stock

Brokerage Account #1 — VIII

Tamarack Prime Money Market Fund — Int/Div — Part VIII

American Funds: Capital Income Builder F und — Int/Div — Part VIII

Federated Investors: Muni & Stock Advant age Fund — Int/Div — Part VIII

Franklin Templeton Inv.: Mutual Discover v Fund — Int/Div — Sold — Part VIII

Pioneer Investments: AMT-Free Municipal Fund — Int/Div — Part VIII

American Funds: Tax Exempt Bond Fund of Am. — Int/Div — Part VIII

Duke Realty Corp. Common Stock — Int/Div

ldaho Housing & Finance: Sgl Family M ort.Rev.Bonds — Interest — Part VIII

Kraft Foods Inc. Common Stock — Int/Div — Sold

Franklin Templeton Inv.: Mutual European Fund — Int/Div — Sold — Part VIII

UST Inc. Common Stock — Int/Div

Spectra Energy Corp. Common Stock — Int/Div — Sold

Wells Fargo Capital Trust IV Common S tock — Interest — Buy

Barclays Global Investors: IShares Trust In dex Fund — Int/Div — Buy

Investors Real Estate Trust Common Stock — Distribution — Buy

First TrustAdvisors: Tech Sector Index F ! und — None — Buy

First TrustAdvisors: Tech Sector Index F ! und — Sold

USB Capital X Common Stock — None — Buy

First Trust Advisors: Preferred Income P ortfolio — Int/Div — Buy

Trust #1 — Int/Div — Part VIII

Tamarack Prime Money Market Fund — Part VIII

Grand Forks, ND: Refunding & Improvem ent Muni Bonds — Part VIII

American Funds: Capital Income Builder F und — Part VIII

American Funds: Europacific Growth Fu nd — None — Sold — Part VIII

Franklin Templeton Inv.: Federal Tax Free Income Fund — Part VIII

Franklin Templeton Inv.: H-Yield Tax Fre e Inc. Fund — Part VIII

Franklin Templeton Inv.: Income Fund — Part VIII

Franklin Templeton Inv.: Mut. Beacon Fun d — Int/Div — Sold — Part VIII

Franklin Templeton Inv.: Mut. European F und — Int/Div — Sold — Part VIII

American Funds: Tax Exempt Bond Fund of Am. — Part VIII "

First Trust Advisors: Preferred Income Por tfolio — Int/Div — Buy

Dtrector, Legal Education Fund, Inc

Director, U.S. - Asia Law Institute

Reimbursement — University of Hawaii Founda tion — February 3-11, 2008 — Honolulu, Hawaii — Junists program — lodging, meals and travel

Income — 2008 — National Institute for Trial Advocacy, Louisville, CO (royalties) — $122.00

Part VI, Line 2A Correct description of asset is TD Ameritrade Money Market Deposit Account. The terms "Deposit Account” were inadvertently omitted from

prior year's report.

Part VII, Line 4

In prior year's report, Brokerage Account #2 was transferred into Brokerage Account #1. Brokerage Account #2 closed 1/18/07

Part VII, Line 5

Edward Jones Money Market transferred into Tamarack Prime Money Market Fund on 06/03/08. Edward Jones Money Market closed

06/03/08

Part VII, Lines 6-10, 12, 14 Added fund family per letter from Committee dated 08/01/08

Part VII, Line 7A Corrected specific fund name by dropping "Federated."

Part VII, Line 7B(2) Inadvertently reported as "Div." on prior year's report. Corrected to "Int./Div.

Part VII, Line 8A Corrected specific fund name by dropping "Franklin."

Part VII, Line 9A Corrected specific fund name by dropping "Pioneer."

Part VII, Line 9B(2) Inadvertently reported as "Div." on prior years report. Corrected to "Int./Div."

Part VII, Line 10B(2) Inadvertently reported as "Div." on prior year's report. Corrected to "Int./Div.”

Part VII, Line 12 Corrected specific fund name by adding "Single Family" before "Mortgage Revenue Bonds."

Part VII, Line 14A Corrected specific fund name by dropping "Franklin."

Part VII, Line 24 Former Trust #2 combined with Trust #1 on prior year's report.

Part VII, Line 25 Edward Jones Money Market transferred into Tamarack Prime Money Market Fund on 06/03/08. Edward Jones Money Market closed

06/03/08.

Part VII, Lines 25-34 Added fund family per letter from Committee dated 08/01/08

Part VI], Line 26A

Corrected specific fund name by dropping "Grand Forks, ND."

Part VII, Line 29A

Corrected specific fund name by dropping “Franklin

Part VI], Line 30A

Corrected specific fund name by dropping "Franklin

Part VII, Line 31A

Corrected specific fund name by dropping "Franklin."

"

Part VII, Line 32A

Corrected specific fund name by dropping "Franklin

Part VI], Line 33A

Corrected specific fund name by dropping "Franklin."

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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