Kimberly Jo Mueller

Common Stock, [I - See Part VII — None

Partner in Spring Valley Ranch — Distribution

Real Estate. North Sacramento, CA — Rent — Sold — Ma

Bank accounts. Golden One — Interest

905) Calvert Social Investment Balance - A — Interest

Manulife 401 (k) (no control) — Interest

River City Bank accounts — Interest

1/2 interest in 2 Stephens Motor Yachts — None

Real Estate, Sacramento, CA - 3/14/14 See Part VIII — Rent

Real Estate, Sacramento, CA 1/27/16 See Part VIII — Rent

Real Estate, Sacramento, CA 6/30/17 See Part VIII — Rent — Buy — add'l info Part VII

Exchange Funds - Asset Preservation Inc — None — Closed — add'l Info Part VII

Board of Directors, ex-officio member (January 1, 2013 to present), Eastern District Historical Society

Board of Directors, ex-officio member (Fall 2012 - present), Sacramento Federal Judicial Library and Learning Center

Board of Directors, member (March 2015 - present), Federal Judicial Center

Board of Directors, member (Fall 2012 - present), Bethel College-North Newton Kansas

Board of Directors, member (November 2015 - present), Grantland L. Johnson Institute of Leadership Development

Gift — Sotins Kolokotroms — Concert Tickets — $500.00

Liability — Glen Fan, successor Trustee — Real estate mortgage Paid in full in 2017 upon sale of property

Liability — Spring Valley Ranch — Personal Loan

Part 111-A. Non-Investment Income. Non-reportable non-investment income was earned during the reporting period (salary from the U S Government for services

as a United States District Judge)

Part VII, Investments and Trusts. Line | Re: Common Stock,

. The valuation was based on the per share value resulting from the

federal estate tax examination of the related sharcholder who

most recent valuation available.

Part VII, Investments and Trusts Line 3. Re: Investment in real estate, North Sacramento, CA. The property was sold on May 3,2017 for $700,000. The mortgage

($312,548) was paid off. The proceeds were deposited in a qualified exchange intermediary account. The taxable gain on this sale was deferred under IRC

Section 1031.

Part VII, Investments and Trusts. Line 9 Re: Investment in real estate, Sacramento, CA. A 22.65% interest in the commercial rental property located on

[0 was acquired on 3/14/2014 for $884,639 cash- funds were in a qualified exchange intermediary account, Seller -

E—

Part VII, Investments and Trusts. Line 10 Re: Investment in real estate, Sacramento, CA. A 45% interest in the commercial rental property located on

was acquired on 1/27/2016 for $1,7:

ler

oe (cash of $1,127,666 from a qualified exchange intermediary account plus mortgage assumption of $631,703).

Part VII, Investments and Trusts. Line 11 Re: Investment in real estate, Sacramento, CA. A 17.9% interest in the commercial rental property located on

ii was acquired on 6/30/2017 or $700,000 (cash of $347,342 from a qualified exchange intermediary account plus mortgage assumption of $352,638). Seller -

Part VIL, Investments and Trusts Line 12. Re: Exchange Funds. This account was opened 5/3/17 and the entire amount in this account ($347,342) was used to

purchase real estate in Sacramento, CA on June 30, 2017.

Part I, Positions. While the Eastern District Historical Society does not meet regularly at this time, this position is left on as | continue to receive occasional emails related

to the Board. Additionally, in the 2016 report, listing of the Gruntland L. Johnson Institute was inadvertently omitted.