Susan Ritchie Bolton

IBM common stock — Int/Div

FIA Card Services — Interest

Bank of America — Interest

Memill Lynch Single Premium Life- Insurance — None

Philadelphia Life Insurance Company: Insurance (see part VII — Closed

US. Savings Bonds — None

Virtus Balanced Fund — Int/Div

ML Retirement Plus-Annuity — None

Transamerica Landmark Annuity — None

Allianz Franklin- Annuity — None

Office condo-1/2 Int-Phx, AZ ("94 60,000-04 30.000) — Rent

Mell Lynch Basic Retirement Plan-Profit Sharing (see part VIII)

Menmill Lynch Basic Retirement Plan-Money Purchase(see part VII

Mermill Lynch IRA (FGB) (see part VIII)

Fidelity Equity Dividend Income Fund — Int/Div

Fidelity Magellan mutual fund — Int/Div

Fidelity Value mutual fund — Int/Div

Fidelity Asset Manager mutual fund — Int/Div

Fidelity Puritan mutual fund — Int/Div

Janus Balanced mutual fund — Int/Div

Vanguard Growth Index Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Prime Cap Fund — Int/Div

Vanguard Life Strategy Growth Fund — Int/Div

Vanguard IRA

Total Stock Market Index Fund

Growth Index Fund

Vanguard IRA — Int/Div

Total Stock Market Fund

Nhnois DFA zero coupon Muni Bond — None

Ten acres, Oroville, CA (1972, $5.000) — None

Arnzona Elected Officials Retirement Plan — pension

Arizona State Retirement System(see part Vi — None

Keyport Keyannuity — None

Keyport Keyanuity — None

IRA #1 (formerly listed as Merrill Lynch IRAISRB)

JPMorgan Chase CD — Redeemed

BMO Harms Bank CD — Redeemed

Capital One CD — Redeemed

Sallie Mae Bank CD — Redeemed

Goldman Sachs Bank CD

Discover Bank CD

US Treasury Inflation Note — Redeemed

FIA Card Services NA

Bank of America NA(X)

US Treasury zero coupon bond — Redeemed

Huntmgton National Bank CD — Redeemed

Pepsico common stock

Yum Brands common stock

Oppenheimer Income Trust mutual fund

JPMorgan Chase CD — Redeemed

Discover Bank CD — Redeemed

Key Bank CD — Redeemed

GE Cap Retail Bank CD

Goldman Sachs Bank CD

US Treasury Inflation Notes ( remains, redeemed — Sold (part)

Amenican Express Cent. Bank CD

Goldman Sachs Bank CD

Sallie Mae Bank CD

Amencan Ex Centurian CD

Motorola Solutions

GE CAP Retail Bank CD

GE CAP Retail Bank CD

Discover Bank CD

Nodatone common stock

Blackrock Global Mutual Fund

BMW Bank CD

GE Capital Bank CD

GE Capital Bank CD

GE Capital Bank CD

GE Capital Bank CD

CIT Bank CD — Redeemed

BMW Bank CD — Redeemed

Sallie Mae Bank CD — Redeemed

CIT Bank CD — Redeemed

GE Capital Bank CD — Redeemed

GE Capital Bank CD

Goldman Sachs Bank CD

US Treasury Inflation Note — Redeemed

US Treasury zero coupon bond — Redeemed

Wal-Mart common stock

Mid-First Bank CD — Interest — Closed

Mid-First Bank CD — Interest — Closed

US. Savings Bonds — None

U.S. Savings Bonds — None

US Savings Bonds — None

Bank of America Dep Account Preferred — Interest

IRA £2 — Interest — Open

Morgan Stanley Bank

Trust #1 (see part VII) — Interest

AVIVA Life & Annuity #1

AVIVA Life & Annuity #2

AVIVA Life & Annuity #3

Real Estate - Sunnyvale, CA

Bunk of America

LCapital One Bank

Wells Fargo Bank

Lincoln Financial Life Insurance

Allianz Annuity

California STRS

Principal Financial Group Annuity

Sun America Annuity

Managing member, Orgamzanonal Diagnostics LLC [i company)

Agreement — 1989 — Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)

Liability — Sonoma Nanonal Bank, CA — Mortgage on one-half interest in office codominium (Pr. VII Tine 12)

Income — 2013 — Arizona Elected Officials Retirement Plan — S58.820.00

Spouse's income — 2013 — Orgamzational Diagnostics, L.L.C. - earnings

Part VII, line 5: The surrender of this life insurance policy (closed 7/25/06) was inadvertenly omitted.

Part VII, lines 12, 13 and 14: The assets previously reported on these accounts are now held in the account on line 36,

Part VIL, line 88: Upoa the death [JN | became the trustee of this trust.

Part VIL, line 33: The Arizona State Retirement System is the pension system operated by the State of Arizona not a retirement account over which | have

investment control. | am unaware of the investments that are within this multi billion dollar retirement system,