Josephine L. Staton

IRA Z(H)

Ave Maria Rising Dividend Fund — Int/Div

First Eagle Overseas Fund CI — Int/Div

First Eagle US Value Fund C1 1 — Int/Div

Janus Balanced Fund C1) — Int/Div

Sterling Capital Stratton Small Cap Value Fund — Int/Div

Janus Flexible Bond Fund CLT — Int/Div

Charles Schwab Bank (Cash Account) — None

IRA #£2(H)

Pamassus Core Equity Fund Investor SH — Int/Div

Charles Schwab Bank (Cash Account) — None

State of California Savings Plus Program (401457 (HY

Large Cap Fund — Interest

Target Date Fund — Interest

Schwab 529 College Savings Plan Short Term Portfolio — None

Schwab 529 College Savings Plan Short Term Portfolio — Int/Div — Sold (part)

Schwab 529 College Savings Plan Moderately Aggressive Plan (X) — Int/Div

United Health Group — Int/Div

Charles Schwab Bank (Cash Account) — None

Chase Bank (Cash Account) — None

Amencan Express Bank (Cash Account) — Interest

US. Series E Savings Bonds — Interest

Rental Property #1 Orange County, CA — Rent

IRA 43 (H)

Rental Property #2 Orange County CA — Rent

Custodial Cash — None

First Republic Checking 1 (X) — Interest

First Republic Savings 1 (X) — Interest

First Republic Checking 2 (X) — Interest

First Republic Savings 2 (X) — Interest

USAA Checking 1 (X) — Interest

USAA Checking 2 (X) — Interest

USAA Checking 3 (X) — Interest

USAA Checking 4 (X) — Interest

USAA Savings (X) — Interest

USAA Savings 2 (X) — Interest

USAA 529 College Plan (H)

USAA Age-Based (14-15) 529 Conservative Portfolio Mutual Fund (X) — Int/Div

USAA IRA (H)

USAA Money Market (Cash) Mutual Fund xX) — hy

USAA Brokerage (H)

UUSTX Short Term Bond Mutual Fund (X) — Int — Sold (part)

Fidelity Indiv. Equity (H)

AAPL Stock (X) — Int/Div — Sold

CVX Stock (X) — Int/Div — Sold

BAC Stock (X) — Int/Div — Sold

INTC Stock (X) — Int/Div — Sold

GE Stock (X) — Int/Div — Sold

FRC Stock (X) — Int/Div — Sold

UPS Stock (X) — Int./hv — Sold

Fidelity Roth IRA (H)

FUSVX Fidelity Mutual Fund (X) — Int/Div

Fidelity Rollover IRA (H)

FUXVX Fidelity Mutual Fund (X) — Int/Div

Fidelity Indiv. Account (H)

FDRXX Fidelity Bond Fund (X) — Int/Div — Sold (part)

Fidelity Indiv. Account (H)

Wells Fargo QPIQQ Mutual Fund (X) — Int/Div — Sold (part)

Judicial Advisory Council, Association of Business and Trial Lawyers

Board Member, Federal Bur Assocution - Orange County Chapter

Liability — Ditech — Mortgage on Rental Property #1, Orange County, CA (Part VII)

Liability — ALG clients — Chient Trust Account

Reimbursement — Association of Business and Trial Lawyers — 1002/16-1009/16 — Kapalua, Maui, HI — Education/Annusl Conference — Lodging & Transportation

Spouse's income — 2016 — The Art Law Group ("ALG") (self-employed lawyer)

Spouse's income — 2016 — One LLP (self-cmploved lawyer)

Spouse's income — 2016 — Self-employed writer

Part VIL, p.4, line 17: Schwab 529 College Savings Plan Moderately Aggressive Track: Conservative Portfolio appeared on 2015 Financial Dislosure Report on

Part VIL, p §, Line 19 as Schwab 529 College Savings Plan Aggressive Portfolio. The change to the "Conservative Portfolio” from the "Aggressive Portfolio”

occurred as a result of the Plan's Terms related to investment strategy based on the age of the minor beneficiary of the Plan,