Michael Howard Simon

U S Bank NA (checking and savings) — Interest

Bank of America (checking and savings) (see Part VII (Y)

Key Bank (checking and savings) (see Part VII Y)

OnPomt Community Credit Union {checking and savings) — Interest

Brokerage # (Rollover IRA) (H)

Vanguard S00 Index mut. fund — Int/Div

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-L.S. Real Estate Index mut. fund — Int/Div

Vanguard Health Care mut. fund — Int/Div

Vanguard Inflation-Protected Securities mut. fund — Int/Div

Vanguard PRIMECAP mut. fund — Int/Div

Vanguard REIT Index mut. fund — Int/Div

Brokerage # 2 (stocks, bonds, cash, and IRAS) (H)

Ameriprise cash holding account — Interest

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

Ameriprise Managed Asset Account {see Part VII (HY (X)

Blackrock High Yield Bond Investor Class A mut. fund (X) — Int/Div

w= Columbia Equity Value Class A mut fund (X) — Int/Div — Sold (part)

w= Columbia Equity Value Class A mut fund (X) — Sold (part)

w= Columbia Equity Value Class A mut fund (X) — Sold (part)

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

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

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

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

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

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

ws Columbia Small Cap Core Class A mut fund (X) — Int/Div — Sold (part)

ws Columbia Small Cap Core Class A mut fund (X) — Sold (part)

ws Columbia Small Cap Core Class A mut fund (X) — Sold (part)

DWS RREEF Global Real Estate Securities Class A mut. fund (X) — Int/Div — Sold (part)

DWS RREEF Global Real Estate Securities Class A mut. fund (X) — Sold (part)

e- Goldman Sachs Commodity Strategy Class A mut. fund (X) — Int/Div — Sold (part)

Goldman Sachs Mid Cap Value Class A mut. fund (X) — Int/Div — Sold (part)

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

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

ws JPMorgan Strategic Income Opptys Class A mut. fund (X) — Int/Div

wes MFS Emergmg Markets Debt Class A mut. fund (X) — Int/Div

es MFS International Value Class A mut fund (X) — Int/Div — Sold (part)

es MFS International Value Class A mut fund (X) — Sold (part)

es MFS International Value Class A mut fund (X) — Sold (part)

es MFS International Value Class A mut fund (X) — Sold (part)

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

ees MFS Value Class A mut. fund (X) — Sold (part)

ees MFS Value Class A mut. fund (X) — Sold (part)

we Oppenheimer International Growth Class A mut. fund (X) — Int/Div — Sold (part)

we Oppenheimer International Growth Class A mut. fund (X) — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

wx Prudential Jennison Mid Cap Growth Class A mut. fund (X) — Int/Div — Sold (part)

wx Prudential Jennison Mid Cap Growth Class A mut. fund (X) — Sold (part)

wx Prudential Jennison Mid Cap Growth Class A mut. fund (X) — Sold (part)

Wells Fargo Adv Emerging Mkts Equity Class A mut. fund (X) — Int/Div — Sold (part)

x Wells Fargo Adv Municipal Class A mut. fund (X) — Int/Div — Sold (part)

x Wells Fargo Adv Municipal Class A mut. fund (X) — Sold (part)

x Wells Fargo Adv Short Term Municipal Bond Class A mut. fund (X) — Int/Div

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

AIM Invesco Small Cap Disc. Class A mut. fund (X) — Sold

ws Columbia Interm. Bond Class A mut fund (X) — Int/Div — Sold

Columbia Small Cap Value Il mut. fund xX) — Sold

Blackrock Global Allocation Investor Class A mut. fund — Int/Div — Sold

Franklin Templeton Growth Allocation mut. fund — Int/Div

Manning & Napier Pro-Blend Ext. Term Class S mut, fund — Int/Div — Sold

MFS Aggressive Growth mut. fund (see Part VIII) — Int/Div — Sold

MFS Growth mut. fund (see Part VII) — Int/Div — Sold

Neuberger Berman Socially Responsible Class A mut. fund — Distribution — Sold

Van Eck Intemational Investors Gold mut. fund — Distribution

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

Gold Coins — None

Innsmouth Parters, L.L.C. (no control) (see Part VIII) — None

Bonamici for Congress loan to her congressional campaign) — None

Director, Classroom Law Project

Member (mmonty terest: no control or managerial responsibility), Innsmouth Partners, L.L.C. {motion picture production company based m Hillsboro, OR; holds no investments)

Reimbursement — Stanford, CA — Symposium on "The Future of the Legal Profession™ — BR TRON, ANU A ITS LOSE TR. Ani rae gy Aad doef ow

Income — 2013 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — SIS.014.00

Income — 2013 — International Authors Society (theatrical rovalues for "The Odd Couple®) — S12.354.00

Income — 2013 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises") — $1,566.00

Spouse's income — 2013 — LS. House of Representatives (spouse's wages)

1. Part I, line 2 and Part VII, Line 72. Innsmouth Partners, L.L.C. is a movie production company based in Hillsboro, OR. It holds no investments.

and |

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

2. Part VII, Line 2. Bank of America account, This is

© checking and savings account, and

3. Part VII, Line 3. Key Bank account. This is

checking and savings account, and

4, Part VII, Lines 19-62. Last year, | reported an "Amerprise Active Diversified Fund (no control)” with a gross value of between $1,000,001 and $5,000,000, See

Report dated May 9, 2013, Part VII, Line 21. Upon seeing the Rev. Feb. 2014 instructions, 1 now understand that this managed asset account "must be reported in

the sume manner us an ordinary brokerage account.” (See also Advisory Opinion No. 110.) Thus, in this current amended report for filing year 2013, | am keeping

the reference to "Ameriprise Managed Asset Account” as a "Header Only," see Part VII, Line 19, and | have added the individual holdings in this managed asset

account in Part VIL, Lines 20-62, with each of Lines 19-62 followed by an *(X)."

5. Part VII, Line 66. MFS Aggressive Growth mutual fund. This asset was

UGMA account, and

Also, the

fund was sold as indicated.

6. Part VII, Line 67. MFS Growth mutual fund. This asset was

UGMA account, und

+ Also, the fund was sold as

indicated.

7. Part VII, Line 72. See note 1 above.