Youlee Yim You

Trust # 1: Rental Property, Portland, OR (See Part VIII) — Rent

IRA, Fidelity 500 Index — Distribution

Oregon Growth Savings Plan, Large Cap Domestic Equity — None

Oregon College Savings Plan, Age Based Portfolio — None

Oregon College Savings Plan, Age Based Portfolio (X) — None — Sold (part)

Apple Inc. — Dividend

IRA, American Funds EuroPacific Fund — None

IRA, American Funds Growth Fund of America — None

IRA, Fidelity Total Market Index — None

IRA, Fidelity Extended Market Index — None

Fidelity 500 Index — Dividend — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Micron — None — Buy

Disney — None — Buy

Schwab (cash) — None

Trust # 1: Rental Property, Portland, OR (See Part VIII) — Rent

IRA, Fidelity 500 Index — Distribution

Oregon Growth Savings Plan, Large Cap Domestic Equity — None

Oregon College Savings Plan, Age Based Portfolio — None

Oregon College Savings Plan, Age Based Portfolio (X) — None — Sold (part)

Apple Inc. — Dividend

IRA, American Funds EuroPacific Fund — None

IRA, American Funds Growth Fund of America — None

IRA, Fidelity Total Market Index — None

IRA, Fidelity Extended Market Index — None

Fidelity 500 Index — Dividend — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Micron — None — Buy

Disney — None — Buy

Schwab (cash) — None

Trust # 1: Rental Property, Portland, OR (See Part VIII) — Rent

IRA, Fidelity 500 Index — Distribution

Oregon Growth Savings Plan, Large Cap Domestic Equity — None

Oregon College Savings Plan, Age Based Portfolio — None

Oregon College Savings Plan, Age Based Portfolio (X) — None — Sold (part)

Apple Inc. — Dividend

IRA, American Funds EuroPacific Fund — None

IRA, American Funds Growth Fund of America — None

IRA, Fidelity Total Market Index — None

IRA, Fidelity Extended Market Index — None

Fidelity 500 Index — Dividend — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Micron — None — Buy

Disney — None — Buy

Schwab (cash) — None

Micron — None — Buy

Trust # 1: Rental Property, Portland, OR (See Part VIII) — Rent

IRA, Fidelity 500 Index — Distribution

Oregon Growth Savings Plan, Large Cap Domestic Equity — None

Oregon College Savings Plan, Age Based Portfolio — None

Oregon College Savings Plan, Age Based Portfolio (X) — None — Sold (part)

Apple Inc. — Dividend

IRA, American Funds EuroPacific Fund — None

IRA, American Funds Growth Fund of America — None

IRA, Fidelity Total Market Index — None

IRA, Fidelity Extended Market Index — None

Fidelity 500 Index — Dividend — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Disney — None — Buy

Schwab (cash) — None

Trust # 1: Rental Property, Portland, OR (See Part VIII) — Rent

IRA, Fidelity 500 Index — Distribution

Oregon Growth Savings Plan, Large Cap Domestic Equity — None

Oregon College Savings Plan, Age Based Portfolio — None

Oregon College Savings Plan, Age Based Portfolio (X) — None — Sold (part)

Apple Inc. — Dividend

IRA, American Funds EuroPacific Fund — None

IRA, American Funds Growth Fund of America — None

IRA, Fidelity Total Market Index — None

IRA, Fidelity Extended Market Index — None

Fidelity 500 Index — Dividend — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Fidelity 500 Index — Sold (part)

Micron — None — Buy

Disney — None — Buy

Schwab (cash) — None

Board Member, Children's Trust Fund of Oregon (non-profit organization)

Trustee, Trust #1 (See Part VII, Line 1)

Board Member, Children's Trust Fund of Oregon (non-profit organization)

Trustee, Trust #1 (See Part VII, Line 1)

Board Member, Children's Trust Fund of Oregon (non-profit organization)

Trustee, Trust #1 (See Part VII, Line 1)

Board Member, Children's Trust Fund of Oregon (non-profit organization)

Trustee, Trust #1 (See Part VII, Line 1)

Board Member, Children's Trust Fund of Oregon (non-profit organization)

Trustee, Trust #1 (See Part VII, Line 1)

Agreement — 2004 — Oregon Public Employees Retirement System, Judges in PERS, payable upon retirement (no control over fund)

Agreement — 2004 — Oregon Public Employees Retirement System, Judges in PERS, payable upon retirement (no control over fund)

Agreement — 2004 — Oregon Public Employees Retirement System, Judges in PERS, payable upon retirement (no control over fund)

Agreement — 2004 — Oregon Public Employees Retirement System, Judges in PERS, payable upon retirement (no control over fund)

Agreement — 2004 — Oregon Public Employees Retirement System, Judges in PERS, payable upon retirement (no control over fund)

Liability — Wells Fargo Bank — Mortgage on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — Bank of America — Loan on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — SoFi — Student Loan

Liability — Wells Fargo Bank — Mortgage on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — Bank of America — Loan on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — SoFi — Student Loan

Liability — Wells Fargo Bank — Mortgage on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — Bank of America — Loan on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — SoFi — Student Loan

Liability — Wells Fargo Bank — Mortgage on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — Bank of America — Loan on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — SoFi — Student Loan

Liability — Wells Fargo Bank — Mortgage on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — Bank of America — Loan on Rental Property #1, Portland, OR (Part VII, Line 1)

Liability — SoFi — Student Loan

Income — 2019 — Survivor income (annuity), University of California Retirement Plan — $25,385.68

Income — 2019 — Survivor income (annuity), University of California Retirement Plan — $25,385.68

Income — 2019 — Survivor income (annuity), University of California Retirement Plan — $25,385.68

Income — 2019 — Survivor income (annuity), University of California Retirement Plan — $25,385.68

Income — 2019 — Survivor income (annuity), University of California Retirement Plan — $25,385.68

Section VII, #1: Value is based on the most current county property tax assessment (for tax year ending June 30, 2019).

Section VII, #2: Age-based mandatory distribution.

Section VII, #5: Combined college savings accounts in prior reports. This separates them into two accounts. Does not impact value. No reportable gain on this

account because it was a qualified disbursement from college savings plan.

Section VII, ##8, 9: The amendment dated 5-13-21 corrects an error in the 2019 report. The IRA account in line 8 contained the Fidelity Total Market Index and

the investment account in Line 9 contained the Fidelity 500 Index, not the other way around, as reported. The other reported information remains the same.

Section III-A: The amendment dated 5-13-21 corrects the date from 2018 to 2019.

Section VII, ##7, 8, 9, 10: Changes were made in response to the Committee's February 1, 2022 letter to reflect the amount in each fund. (Previously numbers 7

and 8 were combined and numbers 9 and 10 were combined.) These are widely held investment funds in that they widely diversified and one can neither exercise

control over nor have the ability to exercise control over the financial interest held by the fund.