David W. Christel

What was filed

496
investments
6
positions
0
gifts
0
agreements
1
debts
0
reimbursements
2
income
2
spouse income

Named parties

David W. Chnstel Attomey at Law, PC
David W. Chnstel Attomey at Law 401 K Plan
Garrow Trident, LLC
North Side Group, LLC
Umpqua Bank (formerly Bank of the Cascades)
David W. Christel Attorney at Law, PC (Salary)
David W. Christel Attorney at Law, PC (Business Income)
Battle Ground School District, Salary
Alaska Airlines Inc., Miscellancous Income

As filed

3IMCOMPANY (Y)

R*3] — Sold (part)

ABBVIE INC — Int/Div — Buy

ABBVIE INC — Buy (add'l)

ABBVIE INC — Sold (part)

ACCENTURE PLC IRELANDCLA(Y)

ACELTD — Int/Div — Buy (add'l)

ACELTD — Buy (add'l)

AETNA INC — Int/Div — Buy (add'l)

ALLERGAN INC (Y)

ALLIANZ NFJ INTL VALUE PY)

ALLSTATE CORP(Y)

AMAZON COM INC — None — Buy (add'l)

AMAZON COM INC — Buy (add'l)

AMAZON COM INC — Sold

AMERICAN ELECTRIC POWER CO(Y)

AMERICAN AIRLINES GROUP INC — Int/Div — Buy

AMERICAN AIRLINES GROUP INC — Buy (add'l)

AMERICAN AIRLINES GROUP INC — Sold (part)

AMERICAN EXPRESS CO — Int/Div — Buy (add'l)

AMERICAN EXPRESS CO — Buy (add'l)

AMERICAN GW FD OF AMERICA F2 yy

AMGEN INC — Int/Div — Buy

AMGEN INC — Buy (add'l)

ANADARKOPETE(Y)

APPLE INC — Int/Div — Sold (part)

APPLE INC — Buy (add'l)

AT&T INC(Y)

BANK OF AMERICA CORP — Int/Div — Buy (add'l)

BANK OF AMERICA CORP — Buy (add'l)

BLACKROCK EQUITY DIVIDEND LLY)

BLACKROCK HI YIELD BD PTF INST — Int/Div — Buy (add'l)

BLACKROCK HI YIELD BD PTF INST — Buy (add'l)

BLACKROCK HI YIELD BD PTF INST — Sold (part)

BLACKROCK INC — Int/Div — Buy

BLACKROCK INC — Buy (add'l)

BLACKSTONE GROLPLP — Int/Div

BOEING CO(Y)

BRISTOL MYERS SQUIBB CO — Int/Div — Buy (add'l)

BRISTOL MYERS SQUIBB CO — Buy (add'l)

BRISTOL MYERS SQUIBB CO — Sold (part)

BRISTOL MYERS SQUIBB CO — Sold

CALL AMERICAN EXPRESS CO EXPIRES 07200113 (Y)

CALL BOEING CO EXPIRES 06/2213 (Y)

CALL CBS CORP NEW CL B SHARES EXPIRES 03/1613 (Y)

CALL CBS CORP NEW CL B SHARES EXPIRES 06/22/13 (Y)

CALL GENERAL ELECTRIC CO EXPIRES 06/2213(Y)

CALL GENERAL DYNAMICS CORP EXPIRES 02/1613(Y)

CALL JP MORGAN CHASE & CO EXPIRES 0420013 (Y)

CALL JP MORGAN CHASE & CO EXPIRES 06/22/13(Y)

CALL MONDELEZ INTL INC COM EXPIRES 0720013(Y)

CALL MONSANTO CO NEW EXPIRES 0420013 (Y)

CALL PROCTER & GAMBLE EXPRIES 0216/13(Y)

CALL UNITED TECHNOLOGIES EXPIRES O5/18/13(Y)

CALL WELLS FARGO & CO NEW EXPIRES OS/1813.(Y)

CALL WILLIAMS CO EXPIRES 06/22/13 {Y)

CAPITAL ONE FINANCIAL CORP — Int/Div — Sold

CATERPILLAR INC(Y)

CBS CORP NEW CL B SHARES — Int/Div — Buy (add'l)

CBS CORP NEW CL B SHARES — Buy (add'l)

CDN PACIFIC RY LTD NEW — Int/Div — Buy (add'l)

CDN PACIFIC RY LTD NEW — Buy (add'l)

CELGENE CORP — None — Sold

CENTRIAS ELECTICAS CO ADR (Y)

CF INDUSTRIES HOLDINGS, INC — Int/Div — Buy (add'l)

CF INDUSTRIES HOLDINGS, INC — Buy (add'l)

CHEVRON(Y)

CISCOSYSINC(Y)

COACH INC (Y)

COCA COLA CO(Y)

COLGATE PALMOLIVE CO(Y)

COSTCO WHOLESALE CORP NEW — Int/Div

COVIDIEN PLC NEW — Int/Div — Sold

CROWN CASTLE INTL (Y)

CVS CAREMARK CORP — Int/Div — Buy (add'l)

DANAHER CORPORATION — Int/Div — Buy (add'l)

DELAWARE TX-FR USA INTERMED A {iY

DELPHI AUTOMOTIVE PLC — Int/Div — Buy

DELPHI AUTOMOTIVE PLC — Buy (add'l)

DELTA AIRLINES INC NEW — Int/Div — Buy

DELTA AIRLINES INC NEW — Buy (add'l)

DELTA AIRLINES INC NEW — Sold (part)

DIRECTV COM — None — Buy

DIRECTV COM — Buy (add'l)

DIRECTV COM — Sold

DISCOVER FINANCIAL SERVICES — Int/Div — Buy

DISCOVER FINANCIAL SERVICES — Buy (add'l)

DREYFUS INTL BONDI — Int/Div — Buy (add'l)

DREYFUS INTL BONDI — Buy (add'l)

DREYFUS INTL BONDI — Sold

DUKE ENERGY CORP NEW (Y)

DWS MANAGED MUNI BOND A DIV Yr

EBAY (Y)

EMC CORP MASS (TY)

EMERSON ELECTRIC CO(Y)

ENERGY TRANSFER PARTNERS LP — Interest

ENTERPRISE PROD PARTNERS LP — Interest

EOG RESOURCES INC — Int/Div — Buy

EOG RESOURCES INC — Buy (add'l)

EXELON CORP (Y)

FACEBOOK INC CL-A — None

FEDEX CORP (Y)

FIDELITY ADV SH-INT MUNI INC L(Y)

FIDELITY ADV TOTAL BOND — Int/Div — Buy

FIDELITY ADV TOTAL BOND — Buy (add'l)

FIRST EAGLE GOLD ItY)

FIRST TRUST HEALTH CARE ALPHA ETF — None — Buy (add'l)

FIRST TRUST HEALTH CARE ALPHA ETF — Sold (part)

FIRST TRUST HEALTH CARE ALPHA ETF — Buy (add'l)

FIRST TRUST DJ INTERNET INDEX — None — Sold (part)

FIRST TRUST DJ INTERNET INDEX — Sold (part)

FIRST TRUST DJ INTERNET INDEX — Sold

FIRST TRUST ENERGY ALPHADEX FTF — Int/Div — Buy

FIRST TRUST ENERGY ALPHADEX FTF — Buy (add'l)

FIRST TRUST EUROPE — Int/Div — Buy (add'l)

FIRST TRUST EUROPE — Buy (add'l)

FIRST TRUST EUROPE — Sold

FIRST TRUST INDS/PRODS ETF — Int/Div — Sold

FIRST TRUST LARGE CAP GROWTH — Int/Div — Buy

FIRST TRUST LARGE CAP GROWTH — Buy (add'l)

FIRST TRUST LARGE CAP GROWTH — Sold

FIRST TRUST LARGE CAP VALLE AL — Int/Div — Buy

FIRST TRUST LARGE CAP VALLE AL — Sold

FIRST TRUST SMALL CAP VALUE — Int/Div — Sold

FIRST TRUST TECH ALPHA ETF — Int/Div — Buy

FIRST TRUST TECH ALPHA ETF — Buy (add'l)

FIRST TRUST TECH ALPHA ETF — Sold (part)

FORD MOTOR CO NEW (Y)

FRANKLIN HI YIELD TX FR ADV (Y)

GENERAL ELECTRIC CO — Int/Div — Sold

GENERAL DYNAMICS CORP — Int/Div — Sold

GILEAD SCIENCE — None — Donated

GOLDMAN SACH GRP INC (Y)

GOLDMAN SACHS GRW OPPORT 1L(Y)

GOLDMAN SACHS STRATEGIC INC) — Int/Div — Buy (add'l)

GOOGLE INCCLC(X) — None

GOOGLE INC-CL A — None — Buy (add'l)

GOOGLE INC-CL A — Buy (add'l)

GUGG RUSSELL TOP 50 MEG CP ETF {Y)

GUGGENHEIM RUSSELL TOP 50 ETF iY)

GUGGENHEIM S&P 500 EQU WEIGHT — Int/Div — Buy (add'l)

GUGGENHEIM S&P 500 EQU WEIGHT — Buy (add'l)

GUGGENHEIM SPIN OFF ETF — None — Sold

HJ HEINZ (Y)

HANCOCK HORIZON BURKENROAD A Y)

HERSHEY (Y)

HEWLETT PACKARD — None — Buy

HEWLETT PACKARD — Buy (add'l)

HOME DEPOT INC (Y)

HONEYWELL INTERNATIONAL INC — Int/Div — Buy (add'l)

HONEYWELL INTERNATIONAL INC — Buy (add'l)

INDUSTRIAL SEL SEC SPDR FUND (Y)

INTEL CORP(Y)

INVESCO CONVERT SECLRITIESY (Y)

INVESCO EQUITY AND INCOME A (Y)

INVESCO GLOBAL CORE EQUITY A Ww)

INVESCO HIGH YIELD MUNI A (Y)

INVESCO INTL SMALL COMPANY (Y)

INVESCO MUNI INCOME Y (Y)

INVESCO VK HIGH YIELD MUNIA (Y)

INVESCO VK MUNI INCOME (Y)

IRONWOOD INSTITUTE MS LLC — Int/Div — Buy (add'l)

ISHARES 20+ YR TREASURY BOND FTF — Int/Div — Buy

ISHARES 20+ YR TREASURY BOND FTF — Sold (part)

ISHARES 7-10 YR TREASURY BOND ETF — Int/Div — Buy (add'l)

ISHARES BARCLAYS 20+YR TSY BOND L(Y)

ISHARES DOW JONES US CONSUMER — None — Sold (part)

ISHARES DOW JONES US CONSUMER — Sold

ISHARES IBOXX S HY CORP BOND UY)

ISHARES RUSSELL 100 GR INDEX (Y)

ISHARES S&P 100 ETF — Int/Div — Buy

ISHARES S&P 100 ETF — Buy (add'l)

ISHARES S&P MIDCAP 400 INDEX — Int/Div — Sold (part)

ISHARES S&P MIDCAP 400 INDEX — Sold

ISHARES SP SMALLCAP 6X) INDEX — Int/Div — Buy

ISHARES SP SMALLCAP 6X) INDEX — Buy (add'l)

JP MORGAN MIDCAP VALLES (Y)

JPMORGAN CHASE & CO — Int/Div — Buy (add'l)

JPMORGAN CHASE & CO — Buy (add'l)

LIBERTY BROADBAND CORP S-A (X) — Int/Div — Sold

LIBERTY MEDIA CORP SER A — None — Buy

LIBERTY MEDIA CORP SER A — Buy (add'l)

LIBERTY MEDIA CORP SER C (X) — None

LYONDELLBASELL NV CL-A — Distribution — Buy (add'l)

MACY'S INC — None — Buy (add'l)

MAINSTAY LARGE CAPGRW A (Y)

MAINSTAY LARGE CAPGRW L(Y)

MALLINCKRODT PUBLIC LTD CO(Y)

MCDONALDS CORP (Y)

MCKESSON CORP — Int/Div — Buy (add'l)

MEAD JOHNSON NUTRITION COMPANY (Y)

MEDTRONIC INC — Int/Div — Buy

MEDTRONIC INC — Buy (add'l)

METLIFE INCORPORATED — Int/Div — Buy (add'l)

MICHAEL KORS HOLDINGS LTD — None — Buy

MICHAEL KORS HOLDINGS LTD — Buy (add'l)

MICHAEL KORS HOLDINGS LTD — Sold

MICROSOFT CORP (Y)

MITSUBISHI UFJ FINCL GRP ADS (Y)

MONDELEZ INTL INCCOM (Y)

MONSANTO CONEW — Int/Div — Buy (add'l)

MONSANTO CONEW — Buy (add'l)

MS 8.15% CNTG COUPON NOTE LINKED TO S&p 500 RATE — Interest

MORGAN STANLEY ACTIVE ASSETS TAX FR TRUST — Int/Div

MORGAN STANLEY BANK ACCOUNT #1 — Interest

MORGAN STANLEY BANK ACCOUNT NUMBER #2 — Interest

MORGAN STANLEY BANK ACCOUNT "21 — Interest

MORGAN STANLEY BANK ACCOUNT wd — Interest

MORGAN STANLEY BANK ACCOUNT ws — Interest

MORGAN STANLEY BANK ACCOUNT 27 — Interest

MS EMERGING MKTS DOMESTIC DEBT — Int/Div

MS FOCUS GROWTH FUND ALY)

MS INTERNATIONAL VALUE EQ A (Y)

MS US GOVERNMENT SEC TRB(Y)

MSIF INTL EQUITY H(Y)

MSIF SMALL COGROWTH PTF HY)

MSIF US REAL ESTATE PTF HY)

MYLAN — None — Sold (part)

MYLAN — Sold

NEUBERGER BERMAN LG SH INST — None — Sold

NOBLE ENERGY — Int/Div — Buy (add'l)

NOBLE ENERGY — Buy (add'l)

NUCOR(Y)

NUVEEN REAL ESTATE SEC FUND 1 {Y)

OCCIDENTAL PETROLELM (Y)

ORACLE (Y)

PEPSICO (Y)

PFIZER (Y)

PHILIP MORRIS (Y)

PHILLIPS 66 — Int/Div — Sold (part)

PHILLIPS 66 — Sold

PIMCO ALL ASSET ALLAUTHP — Int/Div — Buy (add'l)

PIMCO ALL ASSET ALLAUTHP — Buy (add'l)

PIMCO ALL ASSET ALLAUTHP — Sold

POWERSHARES QQOQ TR — Int/Div — a

POWERSHARES QQOQ TR — Buy (add'l)

bail — Buy (add'l)

PRAXAIR — None — Sold

PROCTER & GAMBLE (Y)

PROSHARES CREDIT SUISSE (LY)

PROSHARES LARGE CAP CORE PLUS — Int/Div — Buy (add'l)

PROSHARES LARGE CAP CORE PLUS — Buy (add'l)

PRUDENTIAL SHORT TERM CORP BD ZY)

QUALCOMM — Int/Div — Sold (part)

QUALCOMM — Sold (part)

QUALCOMM — Sold

RAYTHEON — Int/Div — Buy

RENAISSANCE RE HOLDINGS — None — Sold

RYDEX RUSSELL TOP SOETF(Y)

SANDISK (Y)

SBA COMMUNICATIONS — None

SCORPIO TANKERS — Int/Div — Sold

SCHLUMBERGER (Y)

SEMPRA ENERGY — Int/Div

SKYBRIDGE MUL-ADVISOR SER G ADV — Int/Div — Buy (add'l)

SPDR GOLD TRGOLD SHS (Y)

SPDR S&P REGIONAL BANKING ETF — None — Sold

TARGET (Y)

TCW GALILEO EMERG MARKETS INC 1 — Int/Div

TCW GALILEO TOTAL RETURN BOND 1 — Int/Div — Buy (add'l)

TEMPLETON GLOBAL BOND FUND ADV — Int/Div — Buy (add'l)

TEMPLETON GLOBAL BOND FUND C — Int/Div

TEREX CP NEW DEL — Int/Div — Buy

TEREX CP NEW DEL — Buy (add'l)

R11] — Buy (add'l)

R11] — Sold

THE FINANCIAL SEL SECT SPDR FUND y)

THE TECHNOLOGY SEL SECT SPDR FD Ww)

THORNBURG DEVELOPING WORLD wy)

THORNBURG INTL VALUE L(Y)

TIME WARNER INC NEW — Int/Div — Sold

TOUCHSTONE MERGER ARBITRAGE Y — Int/Div — Sold (part)

TOUCHSTONE MERGER ARBITRAGE Y — Buy (add'l)

kil} — Sold (part)

TWENTY-FIRST CENTURY FOX CL A — Int/Div — Buy (add'l)

TWENTY-FIRST CENTURY FOX CL A — Sold

TWITTER INC (Y)

UMPQUA HOLDINGS CORP (Y)

UNITED PARCEL SERVICE INC CL B {Y)

UNITED TECHNOLOGIES CORP — Int/Div — Buy (add'l)

UNITED TECHNOLOGIES CORP — Buy (add'l)

UNION PACIFIC CORP — Int/Div — Buy (add'l)

UNION PACIFIC CORP — Sold (part)

UNION PACIFIC CORP — Buy (add'l)

UNITED HEALTH GP INC — Int/Div — Buy (add'l)

UNITED HEALTH GP INC — Buy (add'l)

UNITED HEALTH GP INC — Sold (part)

VF CORPORATION (Y)

VALEANT PHARMACEUTIC INTL INC — None — Buy

VALEANT PHARMACEUTIC INTL INC — Buy (add'l)

VALEANT PHARMACEUTIC INTL INC — Sold

VALERO ENERGY CP DELA NEW — Int/Div — Buy

VALERO ENERGY CP DELA NEW — Sold

VALERO ENERGY CP DELA NEW — Buy

VALERO ENERGY CP DELA NEW — Buy (add'l)

VERIZON COMMUNICATIONS (Y)

VIRTUS INSIGHT EMERG MARKETS wy)

VISAINCCLA — Int/Div — Buy (add'l)

R*3] — Buy (add'l)

WAL MART STORES INCULY)

VMWARE INC CLASS A — None — Buy

VMWARE INC CLASS A — Sold

WALT DISNEY CO HOLDING CO(Y)

WASHINGTON FEDERAL INC — Int/Div

WELLS FARGO & CONEW (Y)

WILLIAMS CO INC — Int/Div — Buy (add'l)

WILLIAMS CO INC — Buy (add'l)

WILLIAMS SONOMA — Int/Div — Buy (add'l)

WISDOMTREE EQUITY INCOME FUND wy)

WISDOMTREE TRUST JAPAN HEDGE EQ — Int/Div — Sold (part)

REN] — Sold (part)

REN] — Sold

YUM BRANDS INC (Y)

AMEN CORNER MANAGEMENT, LLC xX) — Interest

COLUMBIA COMMUNITY CREDIT UNION ACCOUNTS — Interest

OVERTON LOAN — Interest

PACIFIC CONTINENTAL BANK — Interest

SILVER LAKE RV PARK MANAGEMENT. LLC (X) — Interest

RENTAL PROPERTY, VANCOUVER. WA (AMEN CORNER MGMT. LLC) — Rent

RENTAL PROPERTY, VANCOUVER. WA (BLUE TEE MGMT. LLC) — Reat

RENTAL PROPERTY, SUNNYBROOK OR (DOUBLE CUT MGMT. LLC) — Rent

RENTAL PROPERTY VANCOUVER, WA (DOUBLE EAGLE MGMT. LLC) — Rent

RENTAL PROPERTY, VANCOUVER. WA (FIRST CUT MGMT. LLC) — Rent

RENTAL PROPERTY, VANCOUVER. WA (FRONT NINE MGMT. LLC — Rent

RENTAL PROPERTY, VANCOUVER. WA (GARROW TRIDENT. LLC) — Rent

RENTAL PROPERTY, BROOKLYN. NEW YORK (KICK POINT. LLC» — Rent

RENTAL PROPERTY, VANCOUVER. WA (NORTH SIDE, LLC) — Rent

RENTAL PROPERTY, CLACKAMAS, OR (PELICAN BAY MGMT. LLCO) — Rent

RENTAL PROPERTY, ROCKLIN, CA (ROCKLIN NW. LLC — Rent

RENTAL PROPERTY, VANCOUVER. WA (SILVER LAKE RV. LLC) — Reat — Sold (part)

PETERSON TRUST - BLACKROCK Hl YIELD BOND PTF INST — Int/Div — Buy (add'l)

PETERSON TRUST - BLACKROCK Hl YIELD BOND PTF INST — Sold (part)

PETERSON TRUST - COCA COLA CO — Int/Div

PETERSON TRUST - DREYFUS INTL BOND — Int/Div — Buy (add'l)

PETERSON TRUST - DREYFUS INTL BOND — Buy (add'l)

assy — Sold (part)

assy — Sold

PETERSON TRUST - EXXON MOBIL CORP — Int/Div — Sold (part)

PETERSON TRUST - FIDEL ADV FLOATING RT HI INCOME 1 — Int/Div — Sold (part)

PETERSON TRUST - FIDEL ADV FLOATING RT HI INCOME 1 — Buy (add'l)

PETERSON TRUST - FIRST TRUST DJ INTERNET IDX — None — Sold (part)

PETERSON TRUST - FIRST TRUST DJ INTERNET IDX — Sold (part)

PETERSON TRUST - FIRST TRUST DJ INTERNET IDX — Sold

PETERSON TRUST - FIRST TRUST FUROPE — Int/Div — Buy (add'l)

PETERSON TRUST - FIRST TRUST FUROPE — Sold

PETERSON TRUST - FIRST TRUST HEALTH CARE ALPHA ETF — None — Sold (part)

PETERSON TRUST - FIRST TRUST INDS/PRODS ETF — Int/Div — Sold

PETERSON TRUST - FIRST TRUST LARGE CAP GROWTH — Int/Div — Buy

PETERSON TRUST - FIRST TRUST LARGE CAP GROWTH — Buy (add'l)

PETERSON TRUST - FIRST TRUST LARGE CAP GROWTH — Sold

PETERSON TRUST - FIRST TRUST LARGE CAP VALUE — Int/Div — Buy

PETERSON TRUST - FIRST TRUST LARGE CAP VALUE — Sold

PETERSON TRUST - FIRST TRUST SMALL CAP VALE — Int/Div — Sold

PETERSON TRUST - FIRST TRUST TECH ALPHA ETF — Int/Div — Buy

PETERSON TRUST - FIRST TRUST TECH ALPHA ETF — Buy (add'l)

PETERSON TRUST - GENERAL ELECTRIC CO — Int/Div

PETERSON TRUST - GOLDMAN SACHS STRATEGIC INC 1 (X) — Int/Div — Sold (part)

PETERSON TRUST - GUGGENHEIM RUSSELL TOP SOMEG CAP ETF (Y)

PETERSON TRUST - GUGGENHEIM S&P S00 EQUAL WEIGHT — Int/Div — Buy (add'l)

PETERSON TRUST - GUGGENHEIM S&P S00 EQUAL WEIGHT — Buy (add'l)

PETERSON TRUST - GUGGENHEIM SPIN OFF ETF — None — Sold

PETERSON TRUST - INDUSTRIAL SEL SEC SPDR FD (Y)

PETERSON TRUST - CONVERT SECURITIES Y (Y)

PETERSON TRUST - INVESCO INTL SMALL COMPANY Y (YY)

ISHARES 20+ YR TREASURY BOND ETF — Int/Div — Buy

ISHARES 20+ YR TREASURY BOND ETF — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF — Sold (part)

PETERSON TRUST - ISHARES 7-10 YR TREASURY BOND ETF — Int/Div — Buy

PETERSON TRUST - ISHARES BARCLAYS TIPS BOND FUNDY)

PETERSON TRUST - ISHARES CORE US AGGREGATE — Int/Div — Buy

PETERSON TRUST - ISHARES CORE US AGGREGATE — Buy (add'l)

PETERSON TRUST - ISHARES DOW JONES US CONSUMER — None — Sold (part)

PETERSON TRUST - ISHARES DOW JONES US CONSUMER — Sold

PETERSON TRUST - ISHARES IBOXX INVEST GR CORFE BOND — Int/Div — Sold

PETERSON TRUST - ISHARES RUSSELL 1000 GR INDEX (Y)

PETERSON TRUST ISHARES S&P 100 ETF — Int/Div — Buy

PETERSON TRUST ISHARES S&P 100 ETF — Buy (add'l)

PETERSON TRUST - ISHARES S&P MIDCAP 400 INDEX — Int/Div — Sold (part)

PETERSON TRUST - ISHARES S&P MIDCAP 400 INDEX — Sold

PETERSON TRUST - ISHARES SP SMALLCAP 600 INDEX — Int/Div — Buy

PETERSON TRUST - ISHARES SP SMALLCAP 600 INDEX — Buy (add'l)

PETERSON TRUST - JOHN HANCOCK GLB ABS RETSTR 1 — Int/Div

PETERSON TRUST - JOHNSON & JOHNSON — Int/Div

PETERSON TRUST - MAINSTAY MARKET FIELD 1 — None — Sold (part)

PETERSON TRUST - MAINSTAY MARKET FIELD 1 — Sold

PETERSON TRUST - MERCK & CO (Y)

PETERSON TRUST - METROPOLITAN WEST TOTAL RETURN BOND 1 — Int/Div — Buy

PETERSON TRUST - METROPOLITAN WEST TOTAL RETURN BOND 1 — Buy (add'l)

PETERSON TRUST - MORGAN STANLEY BANK ACCOUNT #1 (X) — Interest

PETERSON TRUST - MORGAN STANLEY BANK ACCOUNT #2 (XX) — Interest

PETERSON TRUST - MORGAN STANLEY BANK #3(X) — Interest

PETERSON TRUST - NEUBERGER BERMAN LG SH INST — Int/Div — Sold (part)

PETERSON TRUST - NEUBERGER BERMAN LG SH INST — Sold

PETERSON TRUST - PIMCO ALL ASSET ALL AUTHORITY P — Int/Div — Sold (part)

PETERSON TRUST PIMCO INCOME P — Int/Div — Buy

PETERSON TRUST - PIMCO LOW DURATION P — Int/Div — Sold

PETERSON TRUST - PIMCO TOTAL RETURN P — Int/Div

PETERSON TRUST - POWERSHARES QOQ TR — Int/Div — Buy

PETERSON TRUST - POWERSHARES QOQ TR — Buy (add'l)

PETERSON TRUST - POWERSHARES S&P S00 BUY WRITE (Y)

PETERSON TRUST - PROCTER & GAMBLE — Int/Div

PETERSON TRUST - PROSHARES LARGE CAP CORE PLUS — Int/Div — Buy (add'l)

PETERSON TRUST - PROSHARES LARGE CAP CORE PLUS — Buy (add'l)

PETERSON TRUST - PROSHARES SHORT 20+ TREASLRY (Y)

PETERSON TRUST - PRUDENTIAL SHT TRM CORP BOND 7 — Int/Div

PETERSON TRUST - SENTINEL GOVERNMENT SEC AY)

PETERSON TRUST - SKYBRIDGE MUL ADSVR SER G ADV — Int/Div — Buy (add'l)

PETERSON TRUST - SPDR GOLD TR GOLD SHS (Y)

PETERSON TRUST - TCW EMERGING MARKET INC — Int/Div

PETERSON TRUST - TCW GALILEO EMERG MARKETS INC L(Y)

PETERSON TRUST - TCW TOTAL RETURN BONDI — Int/Div — Buy (add'l)

PETERSON TRUST - TEMPLETON GLOBAL BOND FUND ADV — Int/Div

PETERSON TRUST - THE FINANCIAL SELSECTSPDR FDU(Y)

PETERSON TRUST - THE TECHNOLOGY SEL SPIDER FUNDY)

PETERSON TRUST - THORNBURG DEVELOPING WORLD 1 — None — Sold

PETERSON TRUST - TOUCHSTONE MERGER ARBITRAGE Y — None — Sold (part)

PETERSON TRUST - TOUCHSTONE MERGER ARBITRAGE Y — Sold (part)

PETERSON TRUST - VIRTUS INSIGHT EMERG MARKETS 1(Y)

PETERSON TRUST - VANGUARD WELLESLEY INC INV — Int/Div — Buy

PETERSON TRUST - VANGUARD WELLESLEY INC INV — Buy (add'l)

PETERSON TRUST - WELLS FARGO ADV ABSOLUTE RETURN ADM — Int/Div — Buy

PETERSON TRUST - WELLS FARGO SH TM HI YIELD BOND AD — Int/Div — Sold

PETERSON TRUST - WISDOMTREE EQUITY INCOME FUND(Y)

PETERSON TRUST - WISDOMTREE TRUST JAPAN HEDGE FQ — Int/Div — Sold (part)

PETERSON TRUST - WISDOMTREE TRUST JAPAN HEDGE FQ — Sold (part)

PETERSON TRUST - WISDOMTREE TRUST JAPAN HEDGE FQ — Sold

President, David W. Chnstel Attomey at Law, PC

Trustee, David W. Chnstel Attomey at Law 401 K Plan

Trustee

Member, Garrow Trident, LLC

Manager/Member, North Side Group, LLC

Attorney in Fact

Liability — Umpqua Bank (formerly Bank of the Cascades) — Mortgage on Commercial Rental (5% of property), Sunnybrook, OR (Pt VII, Line 368 and line 375)

Income — 2014 — David W. Christel Attorney at Law, PC (Salary) — S90.000.00

Income — 2014 — David W. Christel Attorney at Law, PC (Business Income) — $170,521.00

Spouse's income — 2014 — Battle Ground School District, Salary

Spouse's income — 2014 — Alaska Airlines Inc., Miscellancous Income

1) Part VIL, lines 378 through 497 - These assets are held as Trustee JN rust dated June 6, 1989. The Trustee position is identified under

Part 1, line 3,

2) Part VII, line 373, the rental property is now located in Brooklyn, New York v. Vancouver, WA, due to a tax free IRC 1031 exchange.