Shon Kaelberer Hastings

US Bank - Checking Account — Interest

Wells Fargo - Checking Account — Interest

Wells Fargo - Savings Account — Interest

AIM Constellation Fund (A) — Int/Div

USAA Growth Fund py IRA) — Int/Div

USAA Growth Fund [1 IRA) — Int/Div

Mairs and Power Growth Fund (IRA Rollover from S M&I 401k) — Int/Div

Mairs and Power Balanced — Int/Div

Mairs and Power Growth — Int/Div

Mairs and Power Balanced Fund (IRA Rollover from B 401k) — Int/Div

Microsoft 401k - Fidelity Contrafund K — Int/Div

Microsoft 401k - Vanguard Value Index Inst — Int/Div

Microsoft 401k - Vanguard Growth Index Inst — Int/Div

Microsoft 401k - Vanguard ST Bond Index Sig — Int/Div

Microsoft - 401k - Oakmark Equity & Inc Fund — Int/Div — Sold

Microsoft - 401k « BTC Life Path 2020 — None — Buy

Microsoft - 401k - Microsoft Common Stock — Int/Div

Fidelity (Employee Stock Purchase Plan) Microsoft Stock — Int/Div

T.RowePrice Personal Strategy Balanced Fund — Int/Div — Sold

T.RowePrice Retirement 2025 — Int/Div — Sold

T.RowePrice Retirement 2020 — Int/Div — Sold

T.RowePrice Retirement 2015 — Int/Div — Sold

T.RowePrice Spectrum Growth — Int/Div — Sold

Spouse's income — 2012 — Microsoft - salary