Bridget Shelton Bade

H) ACCOUNTS

Arizona Central Credit Union - accounts — Int/Div

H) ROTH IRA - BAIRD

Am Invesco Comstock CC — Int/Div

MFS Limited Maturity C1 C — Int/Div

H) ROTH IRA - BAIRD

Davis NY Venture Cl C — Int/Div

MFS Limited Maturity Cl € — Int/Div

H) COVERDELL ESA - BAIRD

Davis NY Venture C) C — Int/Div

H) COVERDELL ESA - BAIRD

Davis NY Venture C1 C — Int/Div

H) ROLLOVER IRA - BAIRD

Baird Money Market — Interest

DELL common stock — None

ESRX common stock — None

GE common stock — Int/Div

HD common stock — Int/Div

MRK common stock — Int/Div

MSFT common stock — Int/Div

PG common stock — Int/Div

XCEL common stock — Int/Div

H) ROLLOVER IRA - BAIRD

Baird Money Market — Interest

MO common stock — Int/Div

BAC common stock — Int/Div

C common stock — Int/Div

CSCO common stock — Int/Div

COP common stock — Int/Div

GE common stock — Int/Div

INTC common stock — Int/Div

JPM common stock — Int/Div

INJ common stock — Int/Div

KRFT common stock (formerly Kraft Foods Global) — Int/Div — from line 37)

MRK common stock — Int/Div

MSFT common stock — Int/Div

MDLZ common stock {formerly Kraft Foods - KFT) — Int/Div

PM common stock — Int/Div

PFE common stock — Int/Div

PSX common stock — Int/Div — from line 29)

DBO Powershares DB Multi Sector Commodity Trust Oil Fund — None

XCEL common stock — Int/Div

Blackrock S&P SOO Index Investor C1 A — Int/Div

Hh) ROLLOVER IRA - BEACON POINTE

TDAM US Government Portfolio — Int/Div

Ishares Russell 1000 Index Fund — Int/Div

Cullen Value FAHi Dvd Fd C1) — Int/Div

First Eagle Sogen Fds Inc Global Fd C1 A — Int/Div — Buy

First Eagle Sogen Fds Inc Global Fd C11 — Int/Div

Manning & Napier Pro Blend Ext Term Series Fd — Int./hv

Manning & Napier Pro Blend Ext Term Series Fd — Sold (part)

Pimco Fds All Asset All Authority D — Int/Div — Buy

Pimco Fds All Asset All Authority D — Buy (add'l)

Pimco Fds All Asset All Authority D — Buy (add'l)

Pimco Fds All Asset All Authority D — Buy (add'l)

Pimco Funds All Asset Fd Inst) — Int/Div

Touchstone Funds Small Cap Core A — hy — Buy

Virtus Funds Emerging Mkts Oppty — Int/Div — Buy

Natixis Vaughan Nelson Sm Cap Value A — Int/Div — Sold

FPA Crescent Portfolio — Int — Sold (part)

FPA Crescent Portfolio — Sold

Calamos Growth & Income Fd C1 A — Int/Div — Sold

Oppenheimer Developing Mkts Cl A — Int/Div — Sold

BRK B common stock — None — Buy

DVN common stock — Int/Div

GE common stock — Int/Div

GS common stock — Int/Div

Loomis Sayles Strategic Income Y — Int/Div — Buy (add'l)

Loomis Sayles Strategic Income Y — Sold

Hy TEN - BEACON POINTE

TDAM Municipal Portfolio Class A — Int/Div

First Eagle Sogen Fds Inc Global Fd C1 A — Int/Div — Buy

First Eagle Sogen Fds Inc Global Fd C11 — Int/Div — Buy

FPA Crescent Portfolio — Int/Div — Buy (add'l)

FPA Crescent Portfolio — Buy (add'l)

FPA Crescent Portfolio — Buy (add'l)

FPA Crescent Portfolio — Buy (add'l)

FPA Crescent Portfolio — Sold (part)

FPA Crescent Portfolio — Buy (add'l)

Riverpark Wedgewood Inst] — Int/Div — Buy

Riverpark Wedgewood Retail — Int/Div — Buy

Riverpark Wedgewood Retail — Buy (add'l)

Toucstone Funds Small Cap Core A — Int/Div — Buy

Toucstone Funds Small Cap Core A — Buy (add'l)

Perrint Fds Micro Cap Opport Short Term — Int/Div — Sold

Manning & Napier Pro Blend Ext Term Series Fd — Int/Div — Buy

Manning & Napier Pro Blend Ext Term Series Fd — Buy (add'l)

Manning & Napier Pro Blend Ext Term Series Fd — Sold

Davis NY Venture C1 A — Int/Div — Sold

Davis NY Venture C1 C — Int/Div — Sold

BAC common stock — Int/Div

GOOG common stock — Int/Div

CPB common stock — Int/Div — Sold

H)BBR PSP FBO TWB

H)BBR PSP - BEACON POINTE WEALTH ADVISORS

TDAM Municipal Portfolio — Int/Div

MLM common stock — Int/Div — Sold

BRO common stock — Int/Div — Sold

BK common stock — Int/Div — Sold

MRK common stock — Int/Div — Sold

KMX common stock — None — Sold

LOW common stock — Int/Div — Sold

PGR common stock — Int/Div — Sold

TGT common stock — Int/Div — Sold

AXP common stock — Int/Div — Sold

GOOG common stock — None — Sold

FTR common stock — Int/Div — Sold

GS common stock — Int/Div

Templeton Income Tr Global Bond — Int/Div — Sold

Pimco Fds All Asset All Authority Inst — Int/Div — Buy

Pimco Fds All Asset All Authority Inst — Buy (add'l)

Pimco Fds All Asset All Authority Inst — Buy (add'l)

Pimco Total Retum D — Inv — Buy

Pimco Total Retum D — Buy (add'l)

Riverpark Wedgewood Retail — Int/Div — Buy

FPA Crescent Portfolio — Int/Div

BDX common stock — Int/Div — Sold (part)

BRK B common stock — None — Sold (part)

WMT common stock — Int/Div — Sold

WFC common stock — Int/Div — Sold

TIX common stock — Int/Div — Sold

VZ common stock — Int/Div — Sold

RAVN common stock — Int/Div — Sold

CVX common stock — Int/Div — Sold

CHK common stock — Int/Div — Sold

MA common stock — Int/Div — Sold

MSFT common stock — Int/Div

TDAM Municipal Portfolio C1 A — Int

ABT common stock — Int/Div — Buy

ADBE common stock — Int/Div — Buy

ADP common stock — Int/Div — Buy

CSCO common stock — Int/Div — Buy

GD common stock — Int/Div — Buy

IBM common stock — Int/Div — Buy

KO common stock — Int/Div — Buy

MCD common stock — Int/Div — Buy

MDT common stock — Int/Div — Buy

MMM common stock — Int/Div — Buy

OMC common stock — Int/Div — Buy

ORCL common stock — Int/Div — Buy

PEP commom stock — Int/Div — Buy

PG common stock — Int/Div — Buy

SYK common stock — Int/Div — Buy

TSS common stock — Int/Div — Buy

UTX common stock — Int/Div — Buy

VAR common stock — Int/Div — Buy

NKE common stock — Int/Div — Buy

H) BBR PSP - TCS FINANCIAL

Am Centy Target Mats TR Zero Coupon — Int/Div

Blackrock Pacific Fund C1 A — Int. — Buy

Columbia High Yield Muni Z — Int/Div — Sold

Columbia High Yield Muni Z — Buy

FAM Funds Value Fund — Int/Div — Buy

Legg Mason Clearbridge Aggressive Growth A — Int/Div — Buy

Loomis Sayles Fds Inflation Protected Sec Retail — Int/Div — Buy (add'l)

Lord Abbett Fundamental Equity A — Int/Div — Buy

Oppenheimer AMT-Free Muni Sh Ben Int A — Int/Div — Buy

Pimco Total Return Admin — Int/Div — Buy (add'l)

Pimco Long Term US Govt Fd Admin — Int/Div — Buy

Putnam Tax Exempt Income Fd Sh Ben Int A — Int/Div — Buy

Franklin Templeton Investments Mutual Global Discovery Fund — Int/Div — Buy

Franklin Templeton Investments Mutual Global Discovery Fund — Sold

Am Funds Fundamental Investors F (Mutual Fund) — Int/Div — Buy (add'l)

Am Funds Fundamental Investors F (Mutual Fund) — Sold

Blackrock Funds Capital Appreciation A (Mutual Fund) — Int/Div — Sold

Nuveen Funds Small Cap Select A — Int/Div — Buy

Nuveen Funds Small Cap Select A — Sold

Templeton Income Tr Global Bd Fd Cl A — Int/Div — Buy

Templeton Income Tr Global Bd Fd Cl A — Sold

Templeton Funds Inc Foreign C1 A — Int/Div — Buy

Templeton Funds Inc Foreign C1 A — Sold

Rydex Ser tr Govt Long Bond 1.2X Strat Iny — Int/Div — Buy

Rydex Ser tr Govt Long Bond 1.2X Strat Iny — Sold

Columbia Hi Y1d Mun Fd CL Z (Mutual Fund) — Int/Div — Sold

Fidelity Advisor Ser 11 Growth Oppts A (Mutual Fund) — hy — Sold

PIMCO Real Return BD FD Admin CL (Mutual Fund) — Int/Div — Sold

H) LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual Adjustable CompLife — Int/Div

Northwestern Mutual Adjustable ComplLife — Int/Div

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual 65 Life — Int/Div

Director, Archway Classical Academy - Chandler

Spouse's income — 2012 — Self-Employed Attomey - Bade Baskin Richards PLC

Bade Baskin Richards PSP or BBR PSP = Bade Baskin Richards Profit Sharing Plan, which

law firm's profit sharing plan. The plan has self-

directed accounts for the participants.

self-directed account is managed by two separate advisors in three separate accounts. Beacon Pointe Wealth

Advisors is responsible for the accounts designated Beacon Pointe Wealth Advisors and Beacon Pointe Wealth Advicosrs - Saratoga Value. The Saratoga Value

account is managed by # separate account manager. TCS Financial is the advisor for the third BBR PSP account. TCS Financial employs computer algorithms

based upon pricing to select mutual funds to buy and/or sell.

The BBR PSP changed financial advisors for the plan in early 2012. Many of the listed transactions were the result of the liquidation of the previous financial

advisor’s positions,

As indicated on my annual report, dated 5/15/13, the assets listed at Section VII, page 9, lines 97-99, 101-102, puge 10, lines 103-105, and 109, and page 11, lines

121-127, were sold on 3/14/12, 3/29/12, and 3/19/12. This transaction information is listed on my annual report, dated 5/15/13, in column D. These assets were

not listed on my initial report, dated 7/25/12, because | did not own them at the time of filing my initial report and | was exempt from listing transactions that

occurred during that reporting period because it was my initial report.

The asset listed on my initial report, dated 7/25/12, at Section VII, page 4, line14 as "DBO Commonstock” is included im my annual report, dated 5/15/13, at

Section VII, page 6, line 41 as "DBO Powershares DB Mult Sector Commodity Trust Oil Fund.™ It is the sume asset on both reports, but it is listed with a more

accurate name on the annual report.

The assets listed on my initial report, dated 7/25/12, at Section VII, page 7, lines 63 and 64 us "Davis Fund CL A (Mutual Fund)" and "Davis Fund CL C (Mutual

Fund)," are listed on my annual report, dated 5/15/13, at Section VII, page 9, lines 89 and 90 as "Davis NY Venture Cl A" and "Davis NY Venture C1 C." These

ure the same assets on both reports, but listed with more accurate names on the unnual report.