Bridget Shelton Bade

H) ACCOUNTS

Arizona Central Credit Union — Interest

H)BSB ROTH IRA - BAIRD

ACSYX - Invesco Coemstock Fund — Int/Div

5, — Distribution

MOQLFX - MFS Limited Maturity Fund — Int/Div

H)TWB ROTH IRA - BAIRD

NYVCX - Davis NY Venture Fund — Int/Div

9 — Distribution

MQLFX - MFS Limited Maturity Fund — Int/Div

H)MNB COVERDELL ESA - BAIRD

NYVCX - Davis NY Venture Fund — Int/Div

13 — Distribution

H)BSB ROLLOVER IRA - BAIRD

Baird Money Market Account — Interest

CC common stock — Int/Div

ESRX common stock — None — with line 18)

Cl common stock (ESRX merged with C1 on 12/24/18 — None

GE common stock — Int/Div

HD common stock — Int/Div

MRK common stock — Int/Div

MSFI common stock — Int/Div

PG common stock — Int/Div

XCEL common stock — Int/Div

HW) TWB ROLLOVER IRA - BAIRD

Baird Money Market Account — Interest

MO common stock — Int/Div

BAC common stock — Int/Div

CC common stock — Int/Div

CSCO common stock — Int/Div

COP common stock — Int/Div

GE common stock — Int/Div

INTC common stock — Int/Div

IPM common stock — Int/Div

INJ common stock — Int/Div

KHC common stock — Int/Div

MRK common stock — Int/Div

MSFT common stock — Int/Div

MDLZ common stock — Int/Div

PM common stock — Int/Div

PFE common stock — Int/Div

PSX common stock — Int/Div

DBO - Powershares DB Multi Sector Commodity Trust Oil Fund — Distribution

XCEL common stock — Int/Div

BSPAX - iShares S&P S00 Index Fund — Int/Div

46 — Distribution

H) BSB ROLLOVER IRA - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

IWB - iShares Russell 1000 Index Fund — Int/Div

CHDVX - Cullen Value High Dividend Equity Fund — Int/Div — Buy (add'l)

51 — Distribution

SGX - First Eagle Global Fund — Int/Div

53 — Distribution

SDRIX - Swan Defined Risk Fund — Int/Div

GE common stock — Int/Div

GS common stock — Int/Div

BSHX - BlackRock Strategic Income Opps Inst! Fund — Int/Div

DHSCX « Diamond Hill Small Cap Fund — None — Sold

BPRIX - BP L/S Research Inst] Fund — None — Sold

HAVLX - Harbor Large Cap Value Fund — Int/Div — Buy

61 — Distribution

H) TRUST #1 - BEACON POINTE (formerly int tenant account)

FDIC Insured Deposit Account - Cash — Interest

SGIX - First Eagle Global Fund — Int/Div

6s — Distribution

SDRIX - Swan Defined Risk Fund — Int/Div — Buy (add'l)

SDRIX - Swan Defined Risk Fund — Buy (add'l)

DHSCX - Diamond Hill Small Cap Fund — Int/Div

“av — Distribution

BAC common stock — Int/Div

AEPFX - American Funds Europacific Growth Fund — Int/Div — Buy (add'l)

AEPFX - American Funds Europacific Growth Fund — Sold

HILVX - Harbor Large Cap Value Fund — Int/Div — Buy

74. — Distribution

1EFA «iShares Core MSC1 EAFE ETF — None — Buy

H) TWB ROLLOVER IRA - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

GS common stock — Int/Div

DHSIX - Diamond Hill Small Cap Fund — Int/Div

R00 — istnbution

BSIHX - BlackRock Strategic Income Opps Inst] Fund — Int/Div — Buy (add'l)

MWTRX - Metropolitan West Total Return Bond Fund — Int/Div — Sold

FPACX - FPA Crescent Fund — Int/Div

5S — Distribution

SDRIX - Swan Defined Risk Fund — Int/Div

BPRIX - BP L/S Research Inst] Fundy — None — Sold

ODVYX - Oppenheimer Developing Markets Fund — Int/Div

CHDEX - Cullen High Dividend Equity Retail Fund — None — Sold

CHDVX - Cullen High Dividend Equity Inst! Fund — Int/Div — Buy

EY) — istmbution

SGENX - First Eagle Global Fund — Int/Div

92 — istnbution

H) TWB ROLLOVER IRA - BEACON POINTE - SARATOGA VALUE

FDIC Insured Deposit Account - Cash — Interest

TISXX - Federated US Treasury Cash Reserves Fund — Interest

MMM common stock — None — Sold

AAPL common stock — Int/Div

AON common stock — Int/Div

BDX common stock — Int/Div

BRK B common stock — Int/Div

BHB common stock — None

CHRW common stock — Int/Div

CTSH common stock — Int/Div

CSCO common stock — Int/Div — Sold (part)

TPR common stock — None — Sold

KO common stock — Int/Div

IBM common stock — Int/Div — Buy (add'l)

INJ common stock — Int/Div

MDT common stock — Int/Div

MSFT common stock — Int/Div

NKE common stock — Int/Div

NVO common stock — Int/Div

OMC common stock — Int/Div

ORCL common stock — Int/Div

PEP common stock — Int/Div

PH common stock — Int/Div

PG common stock — Int/Div

RBGLY common stock — Int/Div — Buy

SBUX common stock — Int/Div — Buy

TSS common stock — None — Sold

UTX common stock — Int/Div — Buy (add'l)

VAR common stock — Int/Div — Sold (part)

WMT common stock — Int/Div — Sold (part)

DIS common stock — Int/Div

H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual Adjustable CompLife — Int/Div

Northwestern Muutal Adjustable CompLife — Int/Div

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual 65 Life — Int/Div

H) OFFICE CONDO

TBM2 Investments LLC - office condo in Tempe, AZ — Rent

H) TBM2 PROMISSORY NOTE

Promissory Note from TBM2 Investments LLC — Interest

Co-Trustee, Trust #1 (revocable trust)

Spouse's income — 2018 — Self-Employed Attomey

Part I. Positions, The judge is the co-trustee of Trust #1, which is a revocable trust. The assets held in the name of Trust #1 include a brokerage account reported

in Part VII, lines 62-75, the judge's personal residence, and the membership interests in TBM2 Investments LLC. The residence does not have to be reported in

Part VII, and the assets of TBM2 Investments LLC are reported in Part VII, lines 135-36,

Part VIL. The TDAM Municpal Portfolio and the TDAM Government Portfolio listed on lines 50. 64, 75 and 91 of the judge's 2017 Annual Report were replaced

the FDIC Insured Deposit Accounts listed on lines 48, 63, 77 and 94 of this Aunual Report. Beacon Pointe changed the manner in which they manage cash in

investment accounts, Previously, they used money market funds managed by TD Ameritrade, which inlcuded the TDAM Municipal Portfolio and the TDAM

Government Portfolio. Now, they use FDIC insured accounts. In additon, 4 signfiicant portion of the TDAM Municipal Portfolio on line 91 of the judge's 2017

Annual Report is now held in TISXX - Federated US Treasury Cash Reserves on line 95 of this Annsul Report, which is a different money market account. All of

these accounts/money market funds simply represent different ways to hold and manage cash that has not been deployed for long-term mvestment.

Part VII. Office condo. The membership interests in TBM2 Investments LLC are owned equally by the judge and her spouse through Trust #1. The judge's spouse

is the manager of the LLC.