John Zihun Lee

Rental Property #1, Barrington, IL (2007 £745.000) — Rent

Freeborn & Peters 401 Retirement Plan — Int/Div — Sold

DWS Equity 550 Index

Jensen Fund

Oppenheimer Global N

Putnam Intem’] Capital A

T Rowe Price New Horizon

LPL Fmancial IRA — Int/Div

Am. Beacon High Yield — Buy

Am. Beacon High Yield — Buy (add'l)

Am. Beacon High Yield — Buy (add'l)

Am. Beacon Lg Cap Value — Buy

Am. Beacon Lg Cap Value — Buy (add'l)

Am. Beacon Lg Cap Value — Buy (add'l)

Am. Century Real Estate — Buy

Am. Century Real Estate — Buy (add'l)

Am. Century Real Estate — Buy (add'l)

Am. Century Real Estate — Buy (add'l)

Artisan Mid Cap — Buy

Artisan Mid Cap — Buy (add'l)

Artisan Mid Cap — Buy (add'l)

Artisan Mid Cap — Buy (add'l)

Artisan Small Cap Value — Buy

Artisan Small Cap Value — Buy (add'l)

Artisan Small Cap Value — Buy (add'l)

DWS Floating Rate — Buy

DWS Floating Rate — Buy (add'l)

DWS Select Al Allocation — Buy

DWS Select Al Allocation — Buy (add'l)

DWS Select Al Allocation — Buy (add'l)

DWS Select Al Allocation — Buy (add'l)

Janus Venture — Buy

Janus Venture — Buy (add'l)

Janus Venture — Buy (add'l)

Natixis ASG Global Alt — Buy

Natixis ASG Global Alt — Buy (add'l)

Natixis ASG Global Alt — Buy (add'l)

Oakmark International — Buy

Oakmark International — Buy (add'l)

Oakmark International — Buy (add'l)

Oakmark Select — Buy

Oakmark Select — Buy (add'l)

Oakmark Select — Buy (add'l)

Oppenheimer Dev. Mkts — Buy

Oppenheimer Dev. Mkts — Buy (add'l)

Perkins Mad Cap Value — Buy

Perkins Mad Cap Value — Buy (add'l)

Perkins Mad Cap Value — Buy (add'l)

Perkins Mad Cap Value — Buy (add'l)

RS Small Cap Growth — Buy

RS Small Cap Growth — Buy (add'l)

TCW Select Equities — Buy

TCW Select Equities — Buy (add'l)

TCW Total Return — Buy

Touchstone Sands Select — Buy

Touchstone Sands Select — Buy (add'l)

Touchstone Sands Select — Buy (add'l)

JP Morgan Prime Money Mkt Fund — Buy

Bright Directions College Savings 9-12 A Portfolio — None

American Fund Capital Income Builder Fund A — Int/Div

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

Blackrock College Advantage Plan — None — Sold

Bright Directions College Savings 13-16 Portfolio — None — Buy

6720 Jeffery, LLC — Distribution

Trust #1 — Int/Div

DFA Intem'] Core Equity Pifl

DFA US Core Equity 2

DFA Emerg Mkts Core Equity

DFA Intern'l Sm Cap Value

DFA US Small Cap Value Port

DFA US Large Cap Value Port

DFA Real Estate Ptf

DFA Global Real Estate Sec Ptf

DFA Intern'] Value Ptf

Vanguard Intern'l Equity Index

Vanguard REIT ETF Index

FDIC Insured Deposit Account

Apple (AAPL) — Int/Div

Revolution Lighting (RVLT) — None

Revolution Lighting (RVLT) — Buy (add'l)

Agreement — 2012 — Freeborn & Peters LLP — Compensation for legal services rendered before becoming a judge

Liability — Capital One — Mortgage on Rental Property #1, Barrington, IL

Liability — Greentree Financial Services — Mortgage on Rental Property #1, Barrington, IL

Reimbursement — Federal Judicial Center — 02042013-02/08201 . — Washington, D.C — Judicial training — Transportation, meals, lodging

Reimbursement — ICAS Summer Symposium — 08/09/2013-08/10:201 — Philadelphia, PA — Speaker at conference — Transportation, meals, lodging

Spouse's income — 2013 — Physician Anesthesia Associates