Michelle H. Burns

Interest Checking Account Bank of America — Interest

Partnership - Burns Fulton — istmbution

Interest checking wells fargo bank — Interest

Fidelity Insvestments Brokerage Account (sn

Fidelity Cash Account — Interest

Blackrock Emerg Mkts — Int/Div

Fidelivy Investments Managed Acct (502)

Fid. Advior Growth — Int/Div

Fid. Intl Small Cap Opp — Int/Div

Fd. Adv. Int'l Discy — Int/Div

Fid. Low Priced Stock — Int/Div — Sold

Fid. Value Strategies — Int/Div

Oakmark Fund — Int/Div — Buy

BlackRock Natl Muni Fund — Int/Div

Franklin Fed. Tax Free C1 — Int/Div

IShares Russell Midcap Val — Int/Div

IShares Russel Mdep Grwth — Int/Div

IShares Russell 1000 Val — Int/Div

IShares Russell 2000 ETF — Int/Div

MFS Inte! Value Fund — Int/Div — Buy

Nuveen Interm Dur Mumi — Int/Div

Oppenheimer Inter] Grw A — Int/Div — Sold

TT Rowe Price Overs Stk Fnd — Int/Div

SPDR S&PSOO EFT Tr Unit — Int/Div

Sector SPDR TR Shs Ben int — Int/Div

Tmpton Frontr Mkts FAC — Int/Div

Tmplton Global Bond cl A — Int/Div

Wells Fargo Sht Tem Muni — Int/Div

Fid Diversfied Inter) — Int/Div

Artisan Int' Value Fund — Int/Div

Wilham Blair Int'l Growth — Int/Div

John Hanck Disc. Value — Int/Div

Oppenheimer Intl Bnd fd — Int/Div

TRowe Price RealEst fad — Int/Div

Oppenhmer Dev Mkts fd — Int/Div

Transamerca Int'l Equity — Int/Div

Acadian Emg Mkts Port — Int/Div

Dreyfus Opptunist Mcp — Int/Div — Sold

Golman Sachs SC Value — Int/Div — Sold

Harbor Int'l — Int/Div — Sold

T-Rowe Pc Int'l stock — Int/Div

T Rowe Pc Sm Cp St Adv — Int/Div — Sold

RS Sm Cap Growth — Int/Div

Franklin Conv Sec Adv — Int/Div — Sold

Fidelity Growth Co — Int/Div — Buy

Invesco Convertble Sec FD ¢l — Int/Div — Buy

Columbia Contrarian Core Fund — Int/Div — Buy

Franklin Internat] Sm Cap Grwth Adv — Int/Div — Buy

Janus Enterprise Fund Class T Shares — Int/Div — Buy

Morgan Stanley Global Real Estate Port A — Int/Div — Buy

Morgan Sta Inst Inc. Intem’ Equity A — Int/Div — Buy

Wasatch Frontier Emerging Small Cos — Int/Div — Buy

Wells Fargo Special Mid Cap ADM — Int/Div — Buy

Blackrock High Yd Bd Port CL K — Int/Div — Buy

Fidelity Municipal Money Mkt — Int/Div — Buy

IShares Russell 1000 Growth ETF — Int/Div — Buy

IShares Core S&P Small Cap ETF — Int/Div — Buy

IShares S&P Smallcap 600 Value — Int/Div — Buy

iShares S&P Smallcap Growth ETF — Int/Div — Buy

IRA #1 (695)

Fidelity Small Cap — Int/Div

Fidelity ContraFund — Int/Div

Fidelity Equity Income — Int/Div

Fidelity Dividend Growth — Int/Div

Fidelity Export and intern'] — Int/Div

Fidelity int'l discovery — Int/Div

Nokia OYJ ADR — Int/Div

Fidelity Cash Reserves — Interest

Yum! Brunk Inc — Int/Div

Mathews Chima Fund — Int/Div

Cisco Sysinc — Int/Div

General Electric — Int/Div

Fidelity NASDAQ Composite INdex — Int/Div — Buy

Fidelity Large Cap Value Enhanced INdex — Int/Div — Buy

Fidelity Equity Divident Income Fund — Int/Div — Buy

VAnguard 500 Index FD Investor SHS — Int/Div — Buy

IRA #2 (687)

Fidelity Contrafund — Int/Div

Fidelity Equity Income — Int/Div

Fidelity Equity Income 11 — Int/Div

Spartam 500 Omdex FD ADvamtage Cass — Interest — Buy

IRA 43 (R-840)

Spartan 500 Index FD Advantage Class — Interest

Intel Corp — Int/Div

IRA #4 (R - R832)

Fidelity Cash Reserves — Interest

IRA 45 (SEP 709)

Fidelity Stock Selector — Int/Div

Fidelity Asset Mgr — Int/Div

Fidelity ContraFund — Int/Div

Fidelity Low Price Stock — Int/Div

Fidelity Value Fund — Int/Div

Fidelity Cash Reserves — Interest

Fidelity SEP IRA Managed Account (053)

Strategic Advsrs Core Fnd — Int/Div

Strategic Advrs Grwth Fnd — Int/Div

Strategic Advsrs Value Fnd — Int/Div

Strategic Advsrs Emmg mkts — Int/Div

Strategic Advsrs us oppt fnd — Int/Div

Strategic Adv smll-mid cap — Int/Div

Strategic Advsrs Intern! fond — Int/Div

Fidelity Short trm bond fund — Int/Div — Sold

Fidelity Total Bond — Int/Div — Sold

Strategic Adv shrt durtn fond — Int/Div

Strategic Adv income oppty — Int/Div

Strategic Adv core mem fd — Int/Div

FIMM mkt port inst ¢l — Int/Div

Arden alterty stratgies ¢l — Int/Div

Blackstone alt multimgr 1 — Int/Div

Pimco total rtrn admin shs — Int/Div — Sold

Templeton globl bond cl A — Int/Div

Merger Fund — Int/Div — Buy

IRA #6

Blackrock Gibal — Int/Div

Nationwide Retirement Solutions - deferred compensation acct

Fidelity Contrafund — Int/Div

State Str. Eq S&P 500) — Int/Div

Fidelity 529 Education Account (773)

NH Portfolio 2015 — Int/Div — Sold (part)

NH Portfolio 2015 — Sold (part)

Fidelity 529 Education Account (765)

NH Portfolio 2012 — Int/Div — Sold (part)

NH Portfolio 2012 — Sold (part)

Lawson Financial-Muni Bonds -John € Lincoln Hosp — Interest

Reimbursement — Judiciary — 03/06/15 — Tucson, Anzona — District Conference — transportation, meal

Reimbursement — Baa IE Sa THLE. i — paraas aed Seine a ANS LN A — Ninth Circuit Wellness Committee — EEA NAL ZN SRST YR A LAT AT

Reimbursement — Judiciury — O7/12/1507/158/15 — San Diego, California — Circurt Conference — trunsportation, hotel, meals

Reimbursement — Judicrary — 08/14/15 — Flagstaff, Anzom — Magistrate Judge Investiture — transportation

Reimbursement — Judicury — 09115091215 — Litchfield Park, Arizona — Arizona District Judges’ retreat — transportation, hotel, meals

Reimbursement — Judicary — 1028/14 10/30/15 — Monterey, Cahiforma — Magistrate Judges Executive Board Mig — transportation, hotel, meals

Spouse's income — 2015 — Burns, Nickerson, and Taylor, S<Corp. salary

See Line 81, Part VII: the cash reserves account was depleted to purchase the security.

See Lines 118-123, Part VII: Investments and Trust. The accounts are UTMA accounts, and several checks were written and money withdrawn over 2015 for the

student's college tuition and eligible fees, and the account was depleted. | did not list all of the dates that the checks were negotiated or the withdrawals made.