Michael Howard Simon

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union {checking and savings) — Interest

Northwestern Mutual Life Ins. (whole hfe insurance cash value) — Int/Div

Gold coins — None

Innsmouth Parmers. L.L.C. (Part VII) — None

Bonamici for Congress (spouse's loan to her campaign) (Part VIII) — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Int/Div — Sold (part)

Vanguard Capital Opportunity mut. fund — Int/Div

Vanguard Emerging Markets Stock Index mut. fund — Int/Div

Vanguard Energy mut. fund — Int/Div

Vanguard European Stock Index mut fund — Int/Div

Vanguard Global ex-U.S. Real Estate Index mut. fund — Int/Div

Vanguard Health Care mut. fund — Int/Div

Vanguard Inflation-Protected Securities mut. fund — Int/Div — Buy (add'l)

Vanguard PRIMECAP mut. fund — Int/Div — Sold (part)

Vanguard REIT Index mut. fund — Int/Div — Sold (part)

Amenprise Brokerage Account (H)

Ameriprise cash holding account — Interest

Oregon State Dept. of Admin. Services municipal bond — Interest

Active Portfolio Multi Manager Value Class A mut. fund — Int/Div — Buy

Active Portfolio Multi Manager Value Class A mut. fund — Sold (part)

Active Portfolio Multi Manager Value Class A mut. fund — Sold (part)

Active Portfolio Multi Manager Value Class A mut. fund — Buy (add'l)

Blackrock High Yield Bond Investor Class A mut. fund — Int/Div — Sold

Columbia Equity Value Class A mut. fund — Sold

Columbia Large Growth Quantitative Class A mut. fund — Int/Div — Sold (part)

Columbia Large Growth Quantitative Class A mut. fund — Buy (add'l)

Columbia Large Growth Quantitative Class A mut. fund — Sold (part)

Columbia Select Large Cap Growth Class A mut. fund — Int/Div — Sold (part)

Columbia Select Large Cap Growth Class A mut. fund — Buy (add'l)

Columbia Select Large Cap Growth Class A mut. fund — Sold (part)

Columbia Select Large Cap Growth Class A mut. fund — Sold (part)

Columbia Small Cap Core Class A mut fund — Int/Div — Buy (add'l)

Columbia Small Cap Core Class A mut fund — Buy (add'l)

Deutsche Global Real Estate Sec. Class A mut. fund (X) (Part VII — Int/Div — Buy (add'l)

Deutsche Global Real Estate Sec. Class A mut. fund (X) (Part VII — Sold (part)

Goldman Sachs Commodity Strategy Class A mut. fund — Sold

Goldman Sachs Mid Cap Value Class A mut. fund — Sold (part)

Goldman Sachs Mid Cap Value Class A mut. fund — Sold (part)

Goldman Sachs Mid Cap Value Class A mut. fund — Sold

JPMorgan Strategic Income Opptys Class A mut. fund — Int/Div — Buy (add'l)

JPMorgan Strategic Income Opptys Class A mut. fund — Sold (part)

MFS Emerging Markets Debt Class A mut. fund — Int/Div — Buy (add'l)

MFS Emerging Markets Debt Class A mut. fund — Sold (part)

MFS International Value Class A mut fund — Int/Div — Buy (add'l)

MFS International Value Class A mut fund — Buy (add'l)

MFS International Value Class A mut fund — Buy (add'l)

MFS Value Class A mut. fund — Int/Div — Sold (part)

S10. — Sold (part)

S10. — Buy (add'l)

Oppenheimer Intemational Growth Class A mut. fund — Int/Div — Buy (add'l)

Oppenheimer Intemational Growth Class A mut. fund — Buy (add'l)

Oppenheimer Intemational Growth Class A mut. fund — Buy (add'l)

Oppenheimer Intemational Growth Class A mut. fund — Buy (add'l)

Prudential Jennison Mid Cap Growth Class A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Advantage Emerging Mkts Equity Class A mut, fund — Int/Div — Buy (add'l)

Wells Fargo Advantage Emerging Mkts Equity Class A mut, fund — Sold (part)

Wells Fargo Advantage Emerging Mkts Equity Class A mut, fund — Buy (add'l)

Wells Fargo Advantage Municipal Bond Class A mut. fund (Part VII — Int/Div — Sold (part)

Wells Fargo Advantage Municipal Bond Class A mut. fund (Part VII — Sold (part)

Wells Fargo Advantage Municipal Bond Class A mut. fund (Part VII — Buy (add'l)

Wells Fargo Advantage Municipal Bond Class A mut. fund (Part VII — Sold (part)

Wells Fargo Advantage Short Term Municipal Bond Class A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Advantage Short Term Municipal Bond Class A mut. fund — Buy (add'l)

Wells Fargo Advantage Short Term Municipal Bond Class A mut. fund — Sold (part)

Wells Fargo Advantage Special Mid Cap Value Class A mut. fund — Int/Div — Buy

Western Asset Interm. Term Municipal Class A mut. fund — Int/Div — Sold (part)

Western Asset Interm. Term Municipal Class A mut. fund — Sold (part)

Western Asset Interm. Term Municipal Class A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal Class A mut. fund — Sold (part)

Franklin Templeton Growth Allocation Class A mut. fund — Int/Div — Sold (part)

Van Eck Intemational Investors Gold Class A mut. fund — Sold

Director, Classroom Law Project

Director, Oregon Law Institute

Member (minonty mterest; no control or managerial responsibility), Innsmouth Partners, L.L.C. (motion picture production company based in Hillsboro, OR; holds no investments)

Reimbursement — about the U.S. Israel relationship

Income — 2014 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — S17.781.00

Income — 2014 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”) — SIR4.0

Spouse's income — 2014 — LS. House of Representatives (spouse's wages)

1. Part I, line 3 and Part VII, Line 5. Innsmouth Partners, L.L.C. is a movie production company based in Hillsboro, OR. It holds no investments. My wife and |

own a minority interest and exercise no control or managenal responsibility.

2. Part VII, Line 6. On December 22, 2014, the Bonumici for Congress campaign made a partial repayment in the amount of $50,000 to my spouse on her personal

loan to the campaign.

3. Part VII, Line 36. Mutual fund name change only. On August 8, 2014, the DWS RREEF Global Real Estate Securities mutual fund (listed on 2013 Amended

Report, Part VII, Line 33) changed its name to Deutsche Global Real Estate Securities mutual fund,

4. Part VII, Line 60. Correction to name of mutuul fund only. The word "Bond" has been added after "Municipal" to the name of this fund (listed on 2013

Amended Report, Part VII, Line 56).