Bridget Shelton Bade

(H) ACCOUNTS

Arizona Central Credit Union — Int./Div.

(H) ROTH IRA #1 - BAIRD

IVV - iShares Core S&P 500 ETF — Dividend

(H) ROTH IRA #2 - BAIRD

IVV - iShares Core S&P 500 ETF — Dividend

(H) COVERDELL ESA - BAIRD

IVV - iShares Core S&P 500 ETF — Dividend

(H) ROLLOVER IRA #1 - BAIRD

Baird Money Market — Interest

XEL common stock — Dividend

IVV - iShares Core S&P 500 ETF — Dividend

(H) ROLLOVER IRA #2 - BAIRD

Baird Money Market — Interest

XEL common stock — Dividend

BSPAX - iShares S&P 500 Index Fund — Dividend

IVV - iShares Core S&P 500 ETF — Dividend

(H) ROLLOVER IRA #3 - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

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

SHY - iShares 1-3 Year Treasury Bond ETF — Int./Div.

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

(H) TRUST #1 - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

DVY - iShares Select Dividend ETF — Int./Div. — Buy (add'l)

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

DVY - iShares Select Dividend ETF — Sold

IWF - iShares Russell 1000 Growth ETF — Int./Div. — Buy (add'l)

IJR - iShares Core S&P Small Cap ETF — Int./Div. — Buy (add'l)

IJR - iShares Core S&P Small Cap ETF — Sold

SHY - iShares 1-3 Year Treasury Bond ETF — Int./Div. — Buy

(H) ROLLOVER IRA #4 - BEACON POINTE

FDIC Insured Deposit Account - Cash — Interest

DVY - iShares Select Dividend ETF — Int./Div. — Sold (part)

SHY - iShares 1-3 Year Treasury Bond ETF — Int./Div.

IWB - iShares Russell 1000 ETF — Int./Div. — Sold (part)

IWB - iShares Russell 1000 ETF — Buy (add'l)

(H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Dividend

Northwestern Mutual Adjustable CompLife — Dividend

Northwestern Muutal Adjustable CompLife — Dividend

Northwestern Mutual Whole Life — Dividend

Northwestern Mutual 65 Life — Dividend

(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 — 2020 — 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 VII, lines 23-31. The residence does not

have to be reported in Part VII, and the assets of TBM2 Investments LLC are reported in Part VII, lines 44-45.

Part VII. Office condo. The membership interests in TBM2 Investments LLC are owned equally by the judge 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 . As noted abouve, TBM2 Investments is owned

equally by the judge through their revocable trust.