Bridget Shelton Bade

H)ACCOUNTS

Arizona Central Credit Union — Int/Div

H)ROTHIRA #1 - BAIRD

ACSYX - Invesco Cocmstock Fund — None — Sold

MQLFX - MFS Limited Maturity Fund — Int/Div — Sold

IVV - iShares Core S&P 500 ETF — Int/Div — Buy

H)ROTH IRA #£ - BAIRD

NYVCX - Davis NY Venture Fund — None — Sold

MOQLFX - MFS Limited Maturity Fund — Int/Div — Sold

IVV - iShares Core S&P 500 ETF — Int/Div — Buy

H)COVERDELL ESA - BAIRD

NYVCX - Davis NY Venture Fund — None — Sold

IVV - iShares Core S&P 500 ETF — Int/Div — Buy

H) ROLLOVER IRA #1 - BAIRD

Baird Money Market — Interest

C common stock (X) — Int/Div — Sold

CI common stock — Int/Div — Sold

GE common stock — Int/Div — Sold

HD common stock — Int/Div — Sold

MRK common stock — Int/Div — Sold

MSFI common stock — Int/Div — Sold

PG common stock — Int/Div — Sold

XEL common stock (2018 report had XCEL as ticker symbol) — Int/Div

IVV - iShares Core S&P 500 ETF — Int/Div — Buy

H)ROLLOVER IRA # - BAIRD

Baird Money Market — Interest

MO common stock — Int/Div — Sold

BAC common stock — Int/Div — Sold

C common stock — Int/Div — Sold

CSCO common stock — Int/Div — Sold

COP common stock — Int/Div — Sold

GE common stock — Int/Div — Sold

INTC common stock — Int/Div — Sold

PM common stock — Int/Div — Sold

N” common stock — Int/Div — Sold

KHC common stock — Int/Div — Sold

MRK common stock — Int/Div — Sold

MSFI common stock — Int/Div — Sold

MDLZ common stock — None — Sold

PM common stock — Int/Div — Sold

PFE common stock — Int/Div — Sold

PSX common stock — Int/Div — Sold

DBO - Invesco DB Multi Sector Commodity Trust Oil Fund — None — Sold

XEL common stock (2018 report had XCEL as ticker symbol) — Int/Div

BSPAX - iShares S&P 500 Index Fund — Int/Div

IVV - iShares Core S&P 500 ETF — Int/Div — Buy

H) ROLLOVER IRA #3 - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

WB - iShares Russell 1000 ETF — Int/Div — Buy (add'l)

CHDVX - Cullen Value High Dividend Equity Fund — Int/Div — Sold

SGIIX - First Eagle Global Fund — None — Sold

SDRIX - Swan Defined Risk Fund — None — Sold

GE common stock — Int/Div — Sold

GS common stock — Int/Div — Sold

BSIIX - BlackRock Strategic Income Opps Instl Fund — Int/Div — Sold

HAVLX - Harbor Large Cap Value Fund — None — Sold

SHY - iShares 1-3 Y ear Treasury Bond ETF — Int/Div — Buy

IWF - iShares Russell 1000 Growth ETF — Int/Div — Buy

H) TRUST #1 - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

SGIIX - First Eagle Global Fund — None — Sold

SDRIX - Swan Defined Risk Fund — None — Sold

DHSCX - Diamond Hill Small Cap Fund — None — Sold

BAC common stock — Int/Div — Sold

HILVX - Harbor Large Cap Value Fund — None — Sold

IEFA - iShares Core MSCI EAFE ETF — None — Sold

DVY - iShares Select Dividend ETF — Int/Div — Buy

DVY - iShares Select Dividend ETF — Buy (add'l)

IWF - iShares Russell 1000 Growth ETF — Int/Div — Buy

IR - iShares Core S&P Small Cap ETF — None — Buy

IR - iShares Core S&P Small Cap ETF — Buy (add'l)

H)ROLLOVER IRA #4 - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

GS common stock — Int/Div — Sold

DHSIX - Diamond Hill Small Cap Fund — None — Sold

BSIIX - BlackRock Strategic Income Opps Inst] Fund — Int/Div — Sold

FPACX - FPA Crescent Fund — None — Sold

SDRIX - Lights Swan Defined Risk Fund — None — Sold

ODVYX - Oppenheimer Developing Markets Fund — None — Sold

CHDVX - Cullen High Dividend Equity Fund — Int/Div — Sold

SGENX - First Eagle Global Fund — None — Sold

DVY - iShares Select Dividend ETF — Int/Div — Buy

SHY - iShares 1-3 Y ear Treasury Bond ETF — Int/Div — Buy

SHY - iShares 1-3 Y ear Treasury Bond ETF — Buy (add'l)

IWB - iShares Russell 1000 ETF — Int/Div — Buy

FDIC Insured Deposit A ccount — Interest — Closed

TISXX - Federated US Treasury Cash Reserves Fund — Interest — Redeemed

AAPL common stock — Int/Div — Sold

ACN common stock — None — Sold

BDX common stock — Int/Div — Sold

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

BRK B common stock — Sold

BIIB common stock — None — Sold

CHRW common stock — Int/Div — Sold

CTSH common stock — None — Sold

CSCO common stock — Int/Div — Sold

KO common stock — Int/Div — Sold

IBM common stock — Int/Div — Sold

N” common stock — Int/Div — Sold

MDT common stock — Int/Div — Sold

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

MSFI common stock — Sold

NKE common stock — Int/Div — Sold

NVO common stock — Int/Div — Sold

OMC common stock — Int/Div — Sold

ORCL common stock — Int/Div — Sold

PEP common stock — Int/Div — Sold

PII common stock — Int/Div — Sold

PG common stock — Int/Div — Sold

RBGLY common stock — None — Sold

SBUX common stock — Int/Div — Sold

UTX common stock — Int/Div — Sold

VAR common stock — None — Sold

WMT common stock — Int/Div — Sold

DIS common stock — None — Buy (add'l)

DIS common stock — Sold

H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual A djustable 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)

Gift — Federal Bar Association - Phoenix Chapter — 2019 FBA Service Award - Package of yoga classes — $200.00

Gift — Federal Bar Association - Phoenix Chapter — 2019 FBA Service Award - Donation to Grow Haiti's Children, a 501(c) (3) organization — $500.00

Reimbursement — Institute of “udicial Administration — 07/15/19-07/19/19 — NY U School of Law — New Appellate “udges Seminar 2019 — NY U Law School facilities and faculty

Spouse's income — 2019 — Self-Employed Attorney

Part I. Positions. The judge is the co-trustee of a revocable trust for the benefit of the judge.

. The assets held in the name of the

revocable trust are the judge's personal residence, the interests in TBM2 Investments LLC, and the account listed in Part VIL, lines 59-71. The residence does not

have to be reported in Part VII, and the assets of TBM2 Investments LLC are reported in Part VII, lines 124-25.

Part V. The Federal Bar Association made a contribution to a 501(c)(3) organization in the judge's name in connection with the presentation of the FBA's 2019

Service Award. All tax reporting of the contribution by the 501(c)(3) organization was directed to the FBA. The judge received no financial benefit from such gift.

Part VII. After confirmation. the judge liquidated holdings in most individual securities that could give rise to conflicts. Most investments are now in iShares

ETFs.

Part VIL Office condo. The membership interests in TBM2 Investments LLC are owned equally by the judge [l/l Dl/!'!éi through their revocable trust. The

judge's [is the manager of the LLC.

Part VII. TBM2 Promissory Note. The loan to TBM2 Investments LLC was made on March 31, 2014 in connection with the LLC's purchase of the office condo.

TBM2 Investments LLC makes loan payments, consisting of principal and interest, to the judge [li As noted abouve, TBM2 Investments is owned

equally by the judge [1] through their revocable trust.