# Mona K. Majzoub

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6299

## Record

- **Judge:** Mona K. Majzoub
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 48

## Text

Trust #1 (Brokerage 1) — Int/Div
Abbott Laboratories
Apple Inc
AT&T hx
Blackrock Inc
BP PLC Spons ADR — Sold
Claymore Guggenheim Bulletshares 2016 High Y1d Corp Bd ETF
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF
Claymore Guggenheim Bulletshares 2018 High Y1d Corp Bd ETF — Buy
Comenca Inc
Costco Whsl Corp New Com (fka Costco Whsl Corp New)
Dover Corp Common
Energy Select Sector Spdr ETF
Exxon Mobil Corp
Franklin Resources Inc
General Electric Company
Genuine Parts Co Com
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Sold
Genuine Parts Co Com — Buy (add'l)
Guggenheim Bulletshares 2019 High Yield Corp Bond ETF — Buy
Honeywell International Inc
lmtel Corp
IShares Core MSC! Total Int! Stk ETF — Buy
IShares Core MSC Total Intl Stk ETF — Buy (add'l)
IShares Global Telecom ETF — Sold
IShares Ibonds Sep 2015 Amt Free Muni Bond ETF — Sold
IShares Ibonds Sep 2016 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2016 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2016 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2017 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2017 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2018 Amt-Free Muni Bond ETF — Buy
IShares Ibonds Sep 2019 Amt-Free Muni Bond ETF — Buy
IShares Ibonds Sep 2020 Amt-Free Muni Bond ETF — Buy
IShares Tr Ibonds Dec 2021 Amt Free Muni Bond ETF — Buy
IShares Iboxx$ High Yield Corp Bond ETF — Buy (add'l)
IShares Iboxx$ High Yield Corp Bond ETF — Sold (part)
IShares Iboxx$ High Yield Corp Bond ETF — Sold
IShares JP Morgan USD Emerging Markets Bond ETF — Sold (part)
IShares JP Morgan USD Emerging Markets Bond ETF — Buy (add'l)
IShares MSC EAFE Growth ETF — Sold (part)
IShares MSC EAFE Value ETF — Sold (part)
IShares MSCI Emerging Markets Minimum Volatility ETF — Sold
IShares PHLX Semiconductor ETF — Buy
IShares Russell Midcap Growth ETF
Ishares Russell Mid-Cap Value ETF
IShares Select Dividend ETF — Sold (part)
Johnson & Johnson
JPMorgan Chase & Co
Microsoft Corp
Nextera Energy Inc
Norfolk Southern Corp
Paychex Inc — Sold
Pepsico Incorporated
Powershares Senior Loan Portfolio ETF
Proctor & Gamble Co
Qualcomm Inc — Buy
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Sold
Roval Dutch Shell PLC ADR B — Buy
RPM International Inc
Select Sector Spdr Fd Materials
Select Sector Spdr Tr Utilities Select Sector
Spdr S&P Biotech ETF — Buy
Spdr S&P Emerging Markets Dividend ETF — Sold
Spdr S&P Emerging Markets Dividend ETF — Buy
Spdr S&P Emerging Markets Dividend ETF — Sold
Spdr S&P Midcap 400 Trust Series N ETF
Stryker Corp
Sysco Corporation
Teva Pharmaceutical ADR Inds Lud
Thomson Reuters Corp
US Bancorp New
VF Corporation — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Sold (part)
Vanguard Intl Equity Index Fds ¥1SE Emerging Mkts ETF — Buy (add'l)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Sold (part)
Verizon Communications Com
Wal-Mart Stores Inc
IBM Corp Sr Unsecured — Sold
John Deere Capital Corp Medium Term Notes — Sold
Novi MI Cmty Sch Dist Ref G/O Unltd B/ FE FSA — Redeemed
Whitehall Mich Dist Schs Rfdg G/O Unltd B/E FSA — Redeemed
Kent Cnty MI Bldg Auth Ref G/O Lid B/E — Redeemed
Lakeview MI Pub Schdist Macomb Cnty RF G/O Unlid B/E MBIA — Sold
Taylor MI G/O Ltd B/E MBIA — Sold
Grand Rapids MI Cap Impt G/O Ltd B/E NPFG — Sold
Federated Mun Secs Income Tr Mich Inter Mun Tr CLA — Sold
Vanguard Mun Bd Fd Inter Term Tax Exempt Fd Admiral Shs — Sold (part)
Vanguard Mun Bd Fd Lid Term Tax Exempt Fd Shs Admiral — Sold
IRA #1 (Brokerage 1) — Int/Div
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Sold (part)
Abbott Laboratories — Buy (add'l)
Apple Inc — Buy (add'l)
Apple Inc — Sold (part)
Apple Inc — Buy (add'l)
AT&T Inc — Buy (add'l)
Blackrock Inc — Buy (add'l)
Blackrock Inc — Buy (add'l)
Blackrock Inc — Buy (add'l)
BP PLC Spons ADR — Buy (add'l)
BP PLC Spons ADR — Buy (add'l)
BP PLC Spons ADR — Sold
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bnd ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bnd ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bnd ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshires 2019 Corp Bd ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bd ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bd ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2020 Corp Bd ETF — Buy
Claymore Guggenheim Bulletshares 2015 Corporate Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2015 Corporate Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2015 Corporate Bd ETF — Sold
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Sold (part)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Sold (part)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Sold (part)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Sold (part)
Claymore Guggenheim Bulletshares 2018 High Y1d Corp Bd ETF — Buy
Comerica Inc — Buy (add'l)
Comerica Inc — Buy (add'l)
Costco Whsl Corp New Com (fka Costco Whsl Corp New) — Buy (add'l)
Costco Whsl Corp New Com (fka Costco Whsl Corp New) — Sold (part)
Costco Whsl Corp New Com (fka Costco Whs! Corp New) — Sold (part)
Dover Corp Common — Buy (add'l)
Dover Corp Common — Buy (add'l)
Energy Select Sector SPDR ETF — Buy (add'l)
Energy Select Sector SPDR ETF — Buy (add'l)
Exxon Mobil Corp — Buy (add'l)
Exxon Mobil Corp — Buy (add'l)
Exxon Mobil Corp — Sold (part)
Franklin Resources Inc — Buy (add'l)
Franklin Resources Inc — Buy (add'l)
Franklin Resources lnc — Sold (part)
General Electric Company — Buy (add'l)
General Electne Company — Sold (part)
Genuine Parts Co Com — Buy (add'l)
Guggenheim Bulletshares 2021 Corporate Bond ETF — Buy
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Buy (add'l)
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Sold (part)
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Sold
Guggenheim Bulletshares 2019 High Yield Corp Bond ETF — Buy
Honeywell International Inc — Buy (add'l)
Honeywell International Inc — Sold (part)
Intel Corp — Buy (add'l)
Intel Corp — Buy (add'l)
Intel Corp — Sold (part)
IShares Core MSCI Total Intl Stk ETF — Buy
IShares Core MSCI Total Intl Stk ETF — Buy (add'l)
IShares Global Telecom ETF — Sold
IShares Iboxx$ High Yield Corp Bond ETF — Buy (add'l)
IShares Iboxx$ High Yield Corp Bond ETF — Sold (part)
IShares Iboxx$ High Yield Corp Bond ETF — Sold
Ishares Intermediate Credit Bond ETF — Buy (add'l)
Ishares Intermediate Credit Bond ETF — Sold (part)
Ishares Intermediate Credit Bond ETF — Sold
Ishares JP Morgan LSD Emerging Markets Bond ETF — Buy (add'l)
Ishares JP Morgan USD Emerging Markets Bond ETF — Sold (part)
Ishares JP Morgan LSD Emerging Markets Bond ETF — Sold (part)
IShares MSC EAFE Growth ETF — Buy (add'l)
IShares MSCI EAFE Growth Ev — Buy (add'l)
IShares MSC EAFE Value ETF — Buy (add'l)
I1Shares MSCI EAFE Value ETF — Buy (add'l)
IShares MSCI EAFE Value ETF — Sold (part)
IShares MSCI Emerging Markets Minimum Volatility ETF — Buy (add'l)
IShares MSCI Emerging Markets Minimum Volatility ETF — Buy (add'l)
IShares MSCI Emerging Markets Minimum Volatility ETF — Sold
IShares Russell Midcap Growth ETF — Buy (add'l)
IShares Russell Midcap Growth ETF — Sold (part)
IShares Russell Midcap Growth ETF — Buy (add'l)
IShares Russell Mid-Cap Valve ETF — Buy (add'l)
IShares Russell Mid-Cap Value ETF — Buy (add'l)
IShares Select Dividend ETF — Buy (add'l)
IShares Select Dividend ETF — Sold (part)
IShares Select Dividend ETF — Sold (part)
Johnson & Johnson — Buy (add'l)
Johnson & Johnson — Buy (add'l)
JPMorgan Chase & Co — Buy (add'l)
JPMorgan Chase & Co — Sold (part)
JPMorgan Chase & Co — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Nextera Energy Inc — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Paychex Inc — Sold
Pepsico Incorporated — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Sold (part)
Proctor & Gamble Co — Buy (add'l)
Proctor & Gamble Co — Buy (add'l)
Proctor & Gamble Co — Sold (part)
Qualcomm Inc — Buy
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Buy (add'l)
Royal Dutch Shell PLC ADR B — Buy
Royal Dutch Shell PLC ADR B — Sold (part)
RPM International Inc — Buy (add'l)
RPM International Inc — Buy (add'l)
Select Sector Spdr Fd Materials — Buy (add'l)
Select Sector Spdr Fd Materials — Buy (add'l)
Select Sector Spdr Tr Utilities Select Sector — Buy (add'l)
Spdr S&P Biotech ETF — Buy
Spdr S&P Biotech ETF — Buy (add'l)
Spdr S&P Biotech ETF — Sold (part)
Spdr S&P Biotech ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend FTF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Sold (part)
Spdr S&P Emerging Markets Dividend ETF — Sold
Spdr S&P Midcap 400 Trust Series N ETF — Buy (add'l)
Spdr S&P Midcap 400 Trust Series N ETF — Buy (add'l)
Stryker Corp — Buy (add'l)
Stryker Corp — Sold (part)
Sysco Corporation — Buy (add'l)
Sysco Corporation — Buy (add'l)
Sysco Corporation — Sold (part)
Teva Pharmaceutical ADR Inds Lud — Buy (add'l)
Teva Pharmaceutical ADR Inds Ltd — Sold (part)
Teva Pharmaceutical ADR Inds Lid — Buy (add'l)
Thomson Reuters Corp — Buy (add'l)
Thomson Reuters Corp — Sold (part)
US Bancorp New — Buy (add'l)
US Bancorp New — Buy (add'l)
VF Corporation — Buy (add'l)
VF Corporation — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Sold (part)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Buy (add'l)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Buy (add'l)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Sold (part)
Vanguard Total Bond Market ETF — Buy (add'l)
Vanguard Total Bond Market ETF — Buy (add'l)
Vanguard Total Bond Market ETF — Sold (part)
Verizon Communications Com — Buy (add'l)
Verizon Communications Com — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
IBM Corp Sr Unsecured — Sold
John Deere Capital Corp Medium Term Notes — Sold
Retirement Savings Plan #2 — hy
Dodge & Cox Balanced
Fid Freedom K Income
Amencan Funds 529 Plan One — Int/Div
AMCAP Fund-529A
American Balanced Fund-529A — Sold (part)
American High-Income Trust-529A (fka American High-Inc Tr 529A)
American Mutual Fund-529A
Bond Fund of America-S29A
Capital World Bond Fund-529A
EuroPacific Growth Fund-529A
Income Fund of America-529A (fka Inc Fund of America 529A)
New World Fund-529A
SMALLCAP World Fund-529A
Amencan Funds 529 Plan Two — Int/Div
AMCAP Fund-529A
American Balanced Fund-529A
American High-Income Trust-529A (fka American High-Inc Tr 529A)
American Mutual Fund-529A
Bond Fund of America-S29A
Capital World Bond Fund-529A
EuroPacific Growth Fund-529A
Income Fund of America-529A (fka Inc Fund of America 529A)
New World Fund-529A
SMALLCAP World Fund-529A
Amencan Funds 529 Plan Three — Int/Div
AMCAP Fund-529A
American Balanced Fund-529A
American High-Income Trust-529A (fka American High-Inc Tr 529A)
American Mutual Fund-529A
Bond Fund of America-529A
Capital World Bond Fund-529A
EuroPucific Growth Fund-529A
Income Fund of America-529A (fka Inc Fund of America 529A)
New World Fund-529A
SMALLCAP World Fund-529A
American Funds 529 Plan Four — Int/Div
AMCAP Fund-529A
American Balanced Fund-529A
American High-lncome Trust-529A (fka American High-Inc Tr 529A)
American Mutual Fund-529A
Bond Fund of America-529A
Capital World Bond Fund-529A
EuroPacific Growth Fund-529A
Income Fund of America-529A (fka Inc Fund of America 529A)
New World Fund-529A
SMALLCAP World Fund-529A
Trust #6 - Checking (PNC Bank) - fka Trust #6 - Checking (Brokerage 5) — Interest
Trust #3 - Checking (PNC Bank) - fka Trust #3 « Checking (Brokeruge 5) — Interest
Checking (Bank of America) - fka Checking «Bank 1 — Interest
IRA #2 (Brokerage 1) — Int/Div
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Sold (part)
Abbott Laboratories — Buy (add'l)
Apple Inc — Buy (add'l)
Apple Inc — Sold (part)
AT&T Inc — Buy (add'l)
AT&T Inc — Sold (part)
Blackrock Ing — Buy (add'l)
Blackrock Ing — Buy (add'l)
BP Plc Spons ADR — Buy (add'l)
BP Plc Spons ADR — Buy (add'l)
BP Plc Spons ADR — Sold
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bond ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bond ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bond ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bond ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bond ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bond ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2020 Corp Bond ETF — Buy
Claymore Guggenheim Bulletshares 2015 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2015 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2015 Corporate Bond ETF — Sold
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Buy (add'l)
IShares Select Dividend ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Sold (part)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 High YId Corp Bd Fd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Sold (part)
Claymore Guggenheim Bulletshares 2018 High Yield Corp Bond ETF — Buy
Comenca Inc — Buy (add'l)
Comenca Inc — Buy (add'l)
Costco Whsl Corp New Com — Buy (add'l)
Costco Whsl Corp New Com — Sold (part)
Costco Whsl Corp New Com — Sold (part)
Dover Corp Common — Buy (add'l)
Dover Corp Common — Buy (add'l)
Energy Select Sector Spdr ETF — Buy (add'l)
Energy Select Sector Spdr ETF — Buy (add'l)
Exxon Mobil Corp — Buy (add'l)
Exxon Mobil Comp — Buy (add'l)
Exxon Mobil Corp — Sold (part)
Franklin Resources Inc — Buy (add'l)
Franklin Resources Inc — Buy (add'l)
Franklin Resources Inc — Sold (part)
General Electric Company — Buy (add'l)
General Electric Company — Sold (part)
General Electric Company — Sold (part)
Genuine Parts Co Com — Buy (add'l)
Genuine Parts Co Com — Sold (part)
Guggenheim Bulletshares 2021 Corp Bond FTF — Buy
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Buy (add'l)
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Buy (add'l)
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Sold
Guggenheim Bulletshares 2019 High Yield Corp Bond ETF — Buy
Honeywell International Inc — Buy (add'l)
Honeywell International Inc — Sold (part)
Intel Corp — Buy (add'l)
Intel Corp — Buy (add'l)
Intel Corp — Sold (part)
IShares Core MSC Total Intl Stk ETF — Buy
IShares Core MSC Total Intl Stk ETF — Buy (add'l)
IShares Global Telecom ETF — Sold
IShares Iboxx$ High Yield Corp Bond ETF — Buy (add'l)
IShares Iboxx$ High Yield Corp Bond ETF — Buy (add'l)
IShares Iboxx$ High Yield Corp Bond ETF — Sold
IShares Intermediate Credit Bond ETF — Buy (add'l)
IShares Intermediate Credit Bond ETF — Buy (add'l)
IShares Intermediate Credit Bond ETF — Sold (part)
IShares Intermediate Credit Bond ETF — Sold
IShares JP Morgan USD Emerging Markets Bond ETF — Buy (add'l)
IShares JP Morgan USD Emerging Markets Bound ETF — Buy (add'l)
IShares JP Morgan USD Emerging Markets Bond ETF — Sold (part)
IShares MSC EAFE Growth ETF — Buy (add'l)
IShares MSCI EAFE Growth ETF — Sold (part)
IShares MSC EAFE Value ETF — Buy (add'l)
IShares MSC EAFE Value ETF — Buy (add'l)
IShares MSC EAFE Value ETF — Sold (part)
IShares MSCI Emerging Markets Minimum Volatility ETF — Buy (add'l)
IShares MSCI Emerging Markets Minimum Volatility ETF — Buy (add'l)
IShares MSCI Emerging Markets Minimum Volatility ETF — Sold
IShares Russell Midcap Growth ETF — Buy (add'l)
IShares Russell Midcap Growth ETF — Sold (part)
IShares Russell Mid-Cap Value ETF — Buy (add'l)
IShares Russell Mid-Cap Value ETF — Sold (part)
IShares Select Dividend ETF — Sold (part)
IShares Select Dividend ETF — Sold (part)
Johnson & Johnson — Buy (add'l)
JPMorgan Chase & Co — Buy (add'l)
JPMorgan Chase & Co — Sold (part)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Nextera Energy Inc — Buy (add'l)
Nextera Energy Inc — Sold (part)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Paychex Inc — Sold
Pepsico Incorporated — Buy (add'l)
Pepsico Incorporated — Sold (part)
Pepsico Incorporated — Sold (part)
Powershares Senior Loan Portfolio ETF — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Sold (part)
Proctor & Gamble Co — Buy (add'l)
Proctor & Gamble Co — Buy (add'l)
Proctor & Gamble Co — Sold (part)
Qualcomm Inc — Buy
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Sold (part)
Royal Dutch Shell PLC ADR B — Buy
Roval Dutch Shell PLC ADR B — Sold (part)
RPM International Inc — Buy (add'l)
Select Sector Spdr Fd Materials — Buy (add'l)
Select Sector Spdr Tr Utilities Select Sector — Buy (add'l)
Select Sector Spdr Tr Utilities Select Sector — Sold (part)
Select Sector Spdr Tr Unlities Select Sector — Sold (part)
Spdr S&P Biotech ETF — Buy
Spdr S&P Biotech ETF — Buy (add'l)
Spdr S&P Biotech ETF — Sold (part)
Spdr S&P Biotech ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend FTF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Sold (part)
Spdr S&P Emerging Markets Dividend ETF — Sold
Spdr S&P Midcap 400 Trust Senes N ETF — Buy (add'l)
Spdr S&P Midcap 400 Trust Series N ETF — Sold (part)
Spdr S&P Midcap 400 Trust Series N ETF — Buy (add'l)
Stryker Corp — Buy (add'l)
Stryker Corp — Sold (part)
Sysco Corporation — Buy (add'l)
Sysco Corporation — Sold (part)
Teva Pharmaceutical ADR Inds Lid — Buy (add'l)
Teva Pharmaceutical ADR Inds Lid — Sold (part)
Teva Pharmaceutical ADR Inds Lid — Buy (add'l)
Thomson Reuters Corp — Buy (add'l)
Thomson Reuters Corp — Sold (part)
Thomson Reuters Corp — Sold (part)
US Bancorp New — Buy (add'l)
US Bancorp New — Sold (part)
US Bancorp New — Buy (add'l)
VF Corporation — Buy (add'l)
VF Corporation — Sold (part)
VF Corporation — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Sold (part)
Vanguard ¥1SE Developed Markets ETF — Sold (part)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Buy (add'l)
Vanguard Intl Equity Index Fds F1SE Emerging Mkts ETF — Buy (add'l)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Sold (part)
Vanguard Total Bond Market ETF — Buy (add'l)
Vanguard Total Bond Market ETF — Buy (add'l)
Vanguard Total Bond Market ETF — Sold (part)
Vanguard Total Bond Market ETF — Sold (part)
Verizon Commumcations Com — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
Hewlett-Packard Co Sr Unsecured — Sold
1BM Corp Sr Unsecured — Sold
Caterpillar Financial S Senior Notes — Sold
Toyota Motor Credit Corp Medium Term Notes — Sold
John Deere Capital Corp Medium Term Notes — Sold
Occidental Petroleum Cor Sr Unsecured — Sold
Trust #2 (Brokerage 1) — Int/Div
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Buy (add'l)
Apple Inc — Buy (add'l)
Apple Inc — Buy (add'l)
AT&T hx — Buy (add'l)
AT&T Inc — Buy (add'l)
Blackrock Inc — Buy (add'l)
BP PLC Spons ADR — Buy (add'l)
BP PLC Spons ADR — Sold
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Yield Corp Bd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 High Y1d Corp Bd Fd ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2018 High Yield Corp Bond Fund ETF — Buy
Claymore Guggenheim Bulletshares 2018 High Yield Corp Bond Fund ETF — Buy (add'l)
Comenca Inc — Buy (add'l)
Comenca Inc — Buy (add'l)
Costco Whsl Corp New Com — Buy (add'l)
Costco Whsl Corp New Com — Buy (add'l)
Dover Corp Common — Buy (add'l)
Dover Corp Common — Buy (add'l)
Energy Select Sector Spdr ETF — Buy (add'l)
Energy Select Sector Spdr ETF — Buy (add'l)
Exxon Mobil Corp — Buy (add'l)
Exxon Mobil Corp — Buy (add'l)
Franklin Resources Inc — Buy (add'l)
Franklin Resources Inc — Buy (add'l)
General Electne Company — Buy (add'l)
General Electric Company — Buy (add'l)
Genuine Parts Co Com — Buy (add'l)
Genume Parts Co Com — Buy (add'l)
Guggenheim Bulletshs 2015 High Yield Corp Bond ETF — Buy (add'l)
Guggenheim Bulletshs 2015 High Yield Corp Bond ETF — Sold
Guggenheim Bulletshares 2019 High Yield Corp Bond Fund ETF — Buy
Guggenheim Bulletshares 2019 High Yield Corp Bond Fund ETF — Buy (add'l)
Honeywell International Inc — Buy (add'l)
Honeywell International Inc — Buy (add'l)
Intel Corp — Buy (add'l)
Intel Corp — Buy (add'l)
IShares Core MSCI Total Intl Stk ETF — Buy
IShares Core MSCI Total Int! Stk ETF — Buy (add'l)
IShares Core MSC Total Intl Stk ETF — Buy (add'l)
IShares Global Telecom ETF — Sold
IShares Ibonds Sep 2015 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2015 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2015 Amt Free Muni BJ ETF — Sold
IShares Ibonds Sep 2016 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2016 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2016 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2017 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2017 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2017 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2017 Amt Free Muni Bd ETF — Buy (add'l)
IShares Ibonds Sep 2018 Amt-Free Muni Bond ETF — Buy
IShares Ibonds Sep 2018 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2019 Amt-Free Muni Bond ETF — Buy
IShares Ibonds Sep 2019 Amt-Free Muni Bond ETF — Buy (add'l)
IShares Ibonds Sep 2020 Amt-Free Muni bond ETF — Buy
IShares Ibonds Sep 2020 Amt-Free Muni bond ETF — Buy (add'l)
IShares Tr Ibonds Dec 2021 Amt Free Muni Bond ETF — Buy
IShares Tr Ibonds Dec 2021 Amt Free Muni Bond ETF — Buy (add'l)
IShures Iboxx$ High Yield Corp Bond ETF — Buy (add'l)
IShares Iboxx$ High Yield Corp Bond ETF — Sold
IShares JP Morgan USD Emerging Markets Bond ETF — Buy (add'l)
IShares JP Morgan USD Emerging Markets Bond ETF — Buy (add'l)
IShares MSCI EAFE Growth ETF — Buy (add'l)
IShares MSCI EAFE Growth ETF — Sold (part)
IShares MSCI EAFE Value ETF — Buy (add'l)
IShares MSCI EAFE Value ETF — Sold (part)
IShares MSCI Emerging Markets Minimum Volatility ETF — Buy (add'l)
IShares MSCI Emerging Markets Minimum Volatility ETF — Sold
IShares PHLX Semiconductor ETF — Buy
IShares Russell Midcap Growth ETF — Buy (add'l)
IShares Russell Midcap Growth ETF — Buy (add'l)
IShares Russell Mid-Cap Value ETF — Buy (add'l)
IShares Russell Mid-Cap Value ETF — Buy (add'l)
IShares Select Dividend ETF — Buy (add'l)
IShares Select Dividend ETF — Sold (part)
Johnson & Johnson — Buy (add'l)
Johnson & Johnson — Buy (add'l)
JPMorgan Chase & Co — Buy (add'l)
JPMorgan Chase & Co — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Nextera Energy Inc — Buy (add'l)
Nextera Energy Inc — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Paychex Inc — Sold
Pepsico Incorporated — Buy (add'l)
Pepsico Incorporated — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Buy (add'l)
Procter & Gamble Co — Buy (add'l)
Procter & Gamble Co — Buy (add'l)
Qualcomm Inc — Buy
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Sold
Roval Dutch Shell PLC ADR B — Buy
Roval Dutch Shell PLC ADR B — Buy (add'l)
RPM International Inc — Buy (add'l)
RPM International Inc — Buy (add'l)
Select Sector Spdr Fd Materials — Buy (add'l)
Select Sector Spdr Fd Materials — Buy (add'l)
Select Sector Spdr Tr Lulities Select Sector — Buy (add'l)
Select Sector Spdr Tr Utilities Select Sector — Buy (add'l)
Spdr S&P Biotech ETF — Buy
Spdr S&P Biotech ETF — Buy (add'l)
Spdr S&P Biotech ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Sold
Spdr S&P Midcap 400 Trust Series N ETF — Buy (add'l)
Spdr S&P Midcap 400 Trust Series N ETF — Buy (add'l)
Stryker Corp — Buy (add'l)
Stryker Corp — Buy (add'l)
Sysco Corporation — Buy (add'l)
Sysco Corporation — Buy (add'l)
Teva Pharmaceutical ADR Inds Lud — Buy (add'l)
Teva Pharmaceutical ADR Inds Lid — Buy (add'l)
Thomson Reuters Corp — Buy (add'l)
Thomson Reuters Corp — Buy (add'l)
US Bancorp New — Buy (add'l)
US Bancorp New — Buy (add'l)
VF Corporation — Buy (add'l)
VF Corporation — Buy (add'l)
VF Corporation — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Sold (part)
Vanguard FTSE Developed Markets ETF — Buy (add'l)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — Buy (add'l)
Vanguard Intl Equity Index Fds 1'TSE Emerging Mkts ETF — Sold (part)
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF — A
Verizon Commumcations Com — Buy (add'l)
Verizon Commumcations Com — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
Wal-Mart Stores Inc — Buy (add'l)
IBM Corp Sr Unsecured — Sold
Toyota Motor Credit Corp Medium Term Notes — Sold
John Deere Capital Corp Medium Term Notes — Sold
Federated Mun Secs Income Tr Mich Inter Mun Tr CIA — Buy (add'l)
Federated Mun Secs Income Tr Mich Inter Mun Tr CIA — Buy (add'l)
Federated Mun Secs Income Tr Mich Inter Mun Tr CIA — Buy (add'l)
Federated Mun Secs Income Tr Mich Inter Mun Tr CIA — Buy (add'l)
Federated Mun Secs Income Tr Mich Inter Mun Tr CIA — Buy (add'l)
Federated Mun Secs Income Tr Mich Inter Mun Tr CIA — Sold
Vanguard Mun Bd Fd Inter Term Tax Exempt Fd Admiral Shs — Buy (add'l)
Vanguard Mun Bd Fd Inter Term Tax Exempt Fd Admiral Shs — Sold (part)
Vanguard Mun Bd Fd Inter Term Tax Exempt Fd Admiral Shs — Buy (add'l)
Vanguard Mun Bd Fd Ltd Term Tax Exempt Fd Shs Admiral — Sold (part)
Vanguard Mun Bd Fd Ltd Term Tax Exempt Fd Shs Admiral — Sold
Trust #1-2 (Wells Fargo Advisors) - fka Trust #1-2 (Brokerage 1) — Interest
Trust #3 (Brokerage 1) — Int/Div
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bond ETF — Buy (add'l)
Claymore Exchange Guggenheim Bulletshares 2018 Corp Bond ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bond ETF — Buy
Claymore Exchange Guggenheim Bulletshares 2019 Corp Bond ETF — Sold (part)
Claymore Exchange Guggenheim Bulletshares 2020 Corp Bond ETF — Buy
Claymore Guggenheim Bulletshares 2015 Corporate Bond ETF — Buy
Claymore Guggenheim Bulletshares 2015 Corporate Bond ETF — Sold
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy
Claymore Guggenheim Bulletshares 2016 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy
Claymore Guggenheim Bulletshares 2017 Corporate Bond ETF — Buy (add'l)
Claymore Guggenheim Bulletshares 2016 High Y1d Corp Bd ETF(seePtVI1il) — Sold (part)
Claymore Guggenheim Bulletshares 2016 High Y1d Corp Bd ETF(seePtVIIT) — Sold (part)
Claymore Guggenheim Bulletshares 2017 High Yield Corp Bond Fund ETF — Buy
Claymore Guggenheim Bulletshares 2017 High Yield Corp Bond Fund ETF — Sold (part)
Claymore Guggenheim Bulletshares 2018 High Yield Corp Bond ETF — Buy
Energy Select Sector Spdr ETF — Buy (add'l)
Energy Select Sector Spdr ETF — Sold (part)
Guggenheim Bulletshares 2021 Corporate ETF — Buy
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Sold (part)
Guggenheim Bulletshares 2015 High Yield Corp Bond ETF — Sold
Guggenheim Bulletshares 2019 High Yield FTF — Buy
Industrial Select Sector Spdr ETF — Sold (part)
Industrial Select Sector Spdr ETF — Sold (part)
IShares Core MSC! Total Int! Stk ETF — Buy
IShares Global Telecom ETF — Sold
IShares Iboxx$ High Yield Corp Bond ETF — Sold (part)
IShares Iboxx$ High Yield Corp Bond ETF — Sold
IShares Intermediate Credit Bond ETF — Buy (add'l)
IShares Intermediate Credit Bond ETF — Sold
1Shares JP Morgan USD Emerging Markets Bond ETF — Sold (part)
IShares JP Morgan USD Emerging Markets Bond ETF — Sold (part)
IShares MSC EAFE Growth ETF — Sold (part)
IShares MSC EAFE Value ETF — Buy (add'l)
IShares MSC EAFE Value ETF — Sold (part)
IShares MSCI Emerging Markets Minimum Volatility ETF — Sold
IShares Russell Midcap Growth ETF — Sold (part)
I1Shares Russell Midcap Growth ETF — Sold (part)
1Shares Russell Mid-Cap Value ETF — Sold (part)
1Shares Russell Mid-Cap Value ETF — Sold (part)
IShares Select Dividend ETF — Sold (part)
IShares Select Dividend ETF — Sold (part)
Powershares Senior Loan Portfolio ETF — Buy (add'l)
Powershares Senior Loan Portfolio ETF — Sold (part)
Sector Spdr Tr Technology Select Sector ETF — Sold (part)
Sector Spdr Tr Technology Select Sector ETF — Sold (part)
Select Sector Spdr Fd Consumer Discretionary — Buy (add'l)
Select Sector Spdr Fd Consumer Discretionary — Sold (part)
Select Sector Spdr Tr Consumer Staples — Sold (part)
Select Sector Spdr Tr Consumer Staples — Sold (part)
Select Sector Spdr Tr Financial ETF — Sold (part)
Select Sector Spdr Tr Financial ETF — Sold (part)
Select Sector Spdr Fd Health Care — Sold (part)
Select Sector Spdr Fd Health Care — Sold (part)
Select Sector Spdr Fd Matenals — Sold (part)
Select Sector Spdr Tr Unlites Select Sector — Sold (part)
Select Sector Spdr Tr Utilities Select Sector — Sold (part)
Spdr S&P Biotech ETF — Buy
Spdr S&P Emerging Markets Dividend ETF — Buy (add'l)
Spdr S&P Emerging Markets Dividend ETF — Sold (part)
Spdr S&P Emerging Markets Dividend ETF — Sold
Spdr S&P Midcap 400 Trust Series N ETF — Sold (part)
Spdr S&P Midcap 400 Trust Series N ETF — Sold (part)
Trustee, Line - Trust #1 (Brokerage 1) - Postions listed in Part VII, starting on Line 2
Trustee, Line 303 - Trust #6 - Checking (Brokerage 5) - No reportable assets - See Part vin
Trustee, Line 304 - Trust #3 - Checking (Brokerage 5) - No reportable assets - See Part vin
Trustee, Line 476 - Trust #2 (Brokerage 1) - Positions listed in Part VII starting on line 477
Trustee, Line 630 « Trust #1-2 (Brokerage 1) - No reportable assets - See Part VII
Trustee, Line 631- Trust #3 (Brokerage 1) - Positions listed in Part VII starting on line 632
Spouse's income — 2015 — Kitch, Drutchas « Law Firm
FIOUSTION TIC TCPOIL, LIC TRIS TRA DIE TOR TORICTEY RIHOWD 5 WICH a laine

CRS Ty

CURTCIH Cal. THC TR Titic tay 46 TURICS DC DUNGY kucu

or lack spaces in order to fit everything in the box provided.

Line 303 - Trust #6 - Checking (PNC Bank) - All cash,

Line 304 - Trust #3 - Checking (PNC Bunk) - All cash,

Line 305 - Checking (Bank of America) - All cash.

Line 630 - Trust #1-2 - (Wells Fargo Advisors) - All cash.

Lines 643 and 644 - Trust #3 (Brokerage |) This needs more explanation... Last year this was listed without the word "Guggenheim in it. We now have put that

word in. There was not enough room in the box to put the entire former name in it after the current name.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6299. Public record. Not legal advice.