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Judicial Watch • Susan W. Wright – 2012

Susan W. Wright – 2012

Susan W. Wright – 2012

Page 1: Susan W. Wright – 2012

Category:Federal Judges

Number of Pages:35

Date Created:January 3, 2014

Date Uploaded to the Library:May 22, 2014

Tags:Susan W Wright, DHS, Appraisal, Assessment, Estimated, 2012, Gross, assets, transactions, Codes, dividend, reporting, Federal Judge, income, Judge


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POSIT!0NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Trustee 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] 
PARTIES AND TERMS 

Date Report 
WRIGHT, SUSAN 
08/02/2013 
Ill. 0N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) SOURCE AND TYPE 
INCOME 

(yours, not spouse's) Spouse's Non-Investment Income -1jyou were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 offiling insrrucrions.) NONE (No reportable reimbursements.) DATES LOCATION PURPOSE ITEMS PAID PROVIDED travel, lodging and food 

Date Report 
WRIGHT, SUSAN 
08/02/2013 GIFTS. (Includes tltose spouse and dependent cltildren; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes tltose spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 

-income, value, transactions r1ncludes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(2) (2) (2) (3) (4) (5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller Income Gain Codes: =$1,000 less =$1.001 -$2.500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(See Columns and 04) =$50,001 -$100.000 =$100.001 -$1.000.000  Ill =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00 -$I 00.000 =$100.00 -$250,000  
(See Columns and 03) =$250.00 -$500.000 =$500.00I -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

Date Report 
WRIGHT, SUSAN 
08/02/2013 
VII. INVESTMENTS and TRUSTS -income, vallle, transactions r1nc1udes those spo11se and dependent chitdren; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (I) (3) (5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code
exempt from prior disclosure 
div., rent, Code2 Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int) (J-P) Code redemption) 
(A-H) (if private 
(Q-W) transaction) Income Gain Codes: =$1.000 less 41.001 -$2.500 =$2.501 -$5.000  0=$5,001 -$15.000 =$15.00I -$50.000  
(See Columns and 04)  F=$50.001 -$100.000 =$100.00 -$1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes  J=$15.000or less  K=$15.001 -$50.000 =$50.00 -$100.000 =$100.001 -$250.000  
(Sec Columns and 03) =$250.00I -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 ""More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

Date Report 
WRIGHT, SUSAN 
08/02/2013 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period reporting period  

Transactions during reporting period 
(2) (I) (2) (I) (2) (3) (4) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/ddfyy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

35.  -Strategist Fund (MSI)(Y)  See Note  
36. 37.  -Global Advantage (prev -Euro Grwth (MSl)(Y) -Aggressive Equity (MSI)(Y)  See Note See Note  
38.  -Strategist Fund (MS )(Y)  See Note  
39.  -AIM Cap. Dev. A(Y)  See Note  
40.  -Amer America F(Y)  See Note  
41.  -Fidel Adv Dvrsfd.Jntl A(Y)  See Note  
42.  -Lazard Emerging Markets l(Y)  See NoteG.  
43.  -Phoenix Multi-Sector S!f A(Y)  See Note  
44. 45.  -PIMCO Unconstrained Bond P(PUCPX) (mutual funds) -RS Partners A(Y)  See Note See Note  
46.  -TCW Galileo Div Focus  See Note  
47.  -MS(DW) Active Asset Money Fnd  
48.  -Alerian MLP ETF  Buy  1/11/12  
49.  -Gug BLT 2018 Corp Bnd ETF  Buy  917/12  
50.  -Guggenheim Bullershr 2017 CBE (BSCH)  Buy  917/12  
51.  -Guggenheim Bulletshares 2015 (BSJF)  Buy  10/10/12 Income Gain Codes: =$1.000 less 41,001 -$2.500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.00 -$50.000  
(See Columns and 04) =$50.001 -$100.000 =$100.001 -$1.000.000  Ill =$1.000.001 -$5.000.000  ll2 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00 -$100.000 100.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Melhod Codes =Appraisal =Cost (Real Es1atc Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 fiting instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(2) (I) (I) (3) (4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code  Type (e.g., div., rent,  Value Code  Value Method  Type (e.g., buy, sell,  Date mm/dd/yy  Value Code  Gain Code  Identity buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1.000 less =$1.00  $2.500 =$2.501 $5.000 =$5.001 -$15.000 =$15.001 -$50.000 (See Columns and 04) F=$50.00 I00.000 =$100.001 -$1.000.000 Ill =$1.000.001 -$5.000.000 112 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00 -$I 00.000 =$!00.001 -$250.000 
(Sec Columns and D3) =$250.001 -$500.000 =$500.00I -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000
Value Mclhod Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Other =Boo Value =Estimated 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period Jncome Gain Codes: =$1.000 less =$1.001 -$2.500 =$2.501 -$5. 000  0=$5.001 -$15.000 =$15.001 -$50.000  
(See Columns and 04) =$5 001 -$100.000 =$100.00 000.000  III =$1. 000. 001 -$5.000.000 =More than $5.000. 000 Value Codes  J=$15. 000orless =$15. 001 -$5 0.000 =$50.00 -$I 00. 000 =$100.00 -$250.000  
(See Columns and 03) 0.001 -$5 00.000 =$500.00 .000.000 =$1 000. 001 -$5,000.000 =$5.000.001 -$25,000. 000 =$25.000.001 -$50.000.000 =More than 0.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
WRIGHT, SUSAN 
08/02/20 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including tmst assets)  reporting period reporting period  

(I) (2) (I) (2) (2) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code exempt from prior disclosure 
div., rent, Code 	Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
86. -Utilites Se!. Sect. SPDR Buy 11/14/12 
87. -Wisdomtree Div Top 100 (DTN) Buy 05110112 
88. -Wisdomtree Equity Income Fund (DHS) Buy 1/8/12 Income Gain Codes: =$1.000 Jess =$1,001 -$2.500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04) =$50.001 -$100.000 =$100.001 -$1.000.000 =$1.000.001 -$5.000,000 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00I -$I 00.000 =$100.00 -$250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.00 -$1.000.000 =$1,000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.0 =More than $50.000.0 Value Mc1hod Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
WRIGHT, SUSAN 
08/02/2013 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (I) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
103.  -Vanguard Dividend Appreciation  See Note  
104.  -Vanguard European MSC! ETF (VGK)  Buy  917112 Income Gain Codes: =$1.000 less =$1.001 -$2.500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(See Columns and 04)  F=$50.00I -$100.000 100.00 -$1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes  J=$15.000 orless =$15.001 -$50.000 =$50.00 100.000 =$I 00.00 -$250.000  
(See Columns and 03) =$250.00 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000 .000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
WRIGHT, SUSAN 
08/02/20 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1ncfudes those spouse and dependent children; see PP 34-60 filing instructions.> NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(I) 
(1) 
(2) (I) (2) (3) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prfur disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1.000 less 41.001 -$2.500 42.501 -$5.000  0=$5,001 -$15.000 =$15.001-$50.000  
(Sec Colunms and 04) =$50.001 -$!00.000 =$I 00.001 1.000.000  fll =$1.000.001 -$5.000.000  fl2 =More than $5.000.000 Value Codes =$15.000 Jess =$15.001 -$50.000 =$50.001-$100.00 =$100.001 -$250.000  
(See Columns and D3) =$250.001 -$500.000 =$500.001 -$1.000.000 =$1,000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 fiting instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including tmst assets)  reporting period reporting period  

(I) 
(I) 
(2) 
(2) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
137.  -Utilities Sec Sec SPDR Fund  Buy  4/3/12 Income Gain Codes: =$1.000 less =$1,00 -$2.500 =$2.501 -$5.000 =$5.001 -$15.000 =$I 5.00 -$50.000  
(Sec Columns and 04)  F=$50.00l -$100.000 =$!00.001 -$1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00 I00.000 =$!00.001 -$250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  

Identity 
158. -Nuveen Muni Value Fd. Inc. 
Code Iexempt from prior disclosure 
div., rent, Code 	Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
154. -Wells Fargo Company Fds Precious SeeNote 
Metals (Mutual Fund 
155. (X)-Merrill Lynch 6.45% Cap (securities) Buy 12/15/11 See Note 
(preferred) 
156. -Nuveen Amt. Free Municipal Value 	Buy 916112 
157. -Nuveen Insured Tax Free Income Port SeeNote 
SBl(Y) Income Gain Codes: =$1,000 less =$1.001 -$2,500 =$2.501 -$5.000 =$5.001 -$15,000 =$15.001 -$50.000  
(See Columns and D4) =$50.00 -$I 00.000 =$100.00 -$1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less  K=$15.001-$50.000 =$50.00 -$I 00.000 =$I 00.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000  0=$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000,001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Other =Estimated  

VII. INVESTMENTS and uSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reponing period reponing period  
(I)  (2)  (I)  (2)  {I)  (2)  (3)  (4)  (5)  
Place "{X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

171. 
-!Shares SP Midcap 400 Index 

172. 
-!Shares SP 500 Index Fd. Income Gain Codes: =$1.000 less =$1,001 -$2,500 =$2.501 -$5,000  D=$5.00I -$15.000 =$15.001 -$50,000  
(See Columns and D4) =$50.001 -$100.000 =$100.001 -$1.000.000  fl! =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100.000 =$100.00 -$250.000  
(Sec Columns and D3) =$250.001 -$500.000 =$500,001 -$1.000.000 =$1,000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(I) (2) (I) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

 Income Gain Codes: =$1.000 less =$1.001 -$2 .500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04)  F=$50.00l -$100.000 I00.00 -$1.000.000  Ill =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00I -$I 00.000 =$100.00 -$250.000  
(Sec Columns and D3) =$250.001 -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (I) (2) (I) (3) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1.000 less =$1,001 -$2.500 =$2.501 -$5.000  D=$5.001 -$15.000 =$15.001 -$50,000  
(See Columns and D4)  F=$50.001 -$100.000 =$100.001 -$1.000.000  111 =$1.000.001 -$5.000.000  ll2 =More than $5.000.000 Value Codes  J=$15.000 less =$15.001 -$50.000 =$50.00 -$100.000 =$100.001 -$250.000  
(See Columns and 03) =$250.001 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) 
(2) (2) (3) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1,000 less =$1 .00  $2.500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(Sec Colunms and 04) =$50.001  00.000 =$!00.001 -$1.000.000 =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00 -$I 00,000 =$100.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent c1titdren; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (2) (I) (2) (4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
239.  -AmEx  Dividend  
240.  -Bank America Corp.  Dividend  Closed  3/15/12  

241. -Caterpillar Inc. Dividend Income Gain Codes: =$I .000 less =$1.00 -$2.500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.00 -$50.000  
(Sec Columns and D4)  F=$50.001 -$100.000 =$100.00 -$1.000.000 =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes  J=$15.000 Jess =$15.001 -$50.000 =$50.001 -$100.000 I00.00 -$250.000  
(Sec Columns and D3) =$250.001 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those spouse and dependent children; see PP 34-60 instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
{I) (2) {I) (2) {I) 
(3) 
(4) (5) 
Place "{X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) 
256. -lnteml. Bus Machines Corp. Dividend 
257.  -!Share Tr. SP Small Cap 600 Index Fd.  Dividend  
258.  -!Shares Brcly. Inst. ETF  Dividend  See Note  
259. 260. 262. 263. 264. 265.  -SHS Inc. MSC! Korea Webs Index -!Shares MSC! Korea ETF -!Shares Core SP Mid ETF -!Shares Inv. Gr. Bond ETF -!Shares !BOXX Inv. Grade Corp Bond Fund -!Shares Morgan Emerging Markets Bond Fd. -!Shares MSC! EAFE Index Fund  Dividend Dividend Dividend Dividend Dividend Dividend Dividend  Buy Buy Buy Buy  8/20/12 8/20/12 11/7/12 08/31/12  
266.  -!Shares MSCI Malaysia Index Fd.  Dividend  
267.  -!Shares SP Midcap 400 Index Fd.  Dividend  
268. 269.  -!Shares MSC! Singapore Index Fd. -Johnson Johnson  Dividend Dividend  Sold  03/15/12  
270.  !Shares TR-Russell 112000 Index Fd.  Dividend  Sold  03/1 5/12  
271.  -JP Morgan Chase Co.  Dividend  
272.  -Kraft Foods Inc. CL.  Dividend  Sold  03/15/12 Income Gain Codes: =$1,000 less =$1.00 -$2.500 =$2.501 -$5.000 =$5,001 -$15.000  E=$15.00I -$50.000  
(See Columns and 04)  F=$50.00 -$I 00,000 =$I 00.00 -$1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes  J=$15.000 Jess =$15.001 -$50.000 =$50.00 -$I 00.000 =$100,001 -$250.000  
(See Columns and DJ) =$250.001 -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5,000.000 =$5.000.00 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Melhod Codes =Appraisal =Cost (Real Es!ate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=01hcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1ut1es those spouse ant1 t1epent1ent chilt1ren; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(2) (I) (I) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) 
273. 
-McDonalds Corp. Dividend 

274. 
-Merck Co. Inc. New Dividend Sold 04105112 

275.  -Microsoft Corp.  Dividend  Sold  04/05/I2  
276.  -Mondelez Intl.  Dividend  See Note  
277.  -Morgan Stanley Tech  Dividend  Sold  01/1 1/12  
278.  -Oracle  Dividend  Buy  3/I5/I2  
279.  -Philip Morris Intl. Inc.  Dividend  Sold  I/I I/I2  
280.  -Pfizer Inc.  Dividend  See Note ff.  
281.  -Phillips  Dividend  Buy I/OI/I2  
282.  -Powershares Preferred Portfolio PGX  Dividend  
283.  -Powershares Mar. Sov Pt. PCy  Dividend  Buy  3/I5/12  
284. 285.  -Powershares Comm. Index Tracking Fd. -Powershares Command ETF  Dividend Dividend  See Note See Note  
286.  -Qualcomm  Dividend  See Note  
287.  -Sector SPDR Technology Se!. Ssector  Dividend  Buy  3/15/I2  
288. 289.  -SPDR Barclays Cap Yield Bond ETF Jnk -SPDR Barclays Cap Yid. Intl. Treasury Bond ETF  Dividend Dividend Income Gain Codes: =$1.000 less =$1.00 -$2,500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04) =$50.001 -$100.000 =$I 00.00 -$1.000.000 =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes  J=$15.000 less =$15.001 -$50.000 =$50.00 -$I 00.000 =$100.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500,00 -$1.000.000 =SI.000.001 -$5,000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 fiting instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(2) (2) (2) (3) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) 
290. 
-United Technologies Corp. Dividend 

291. 
-US Bancorp New Dividend Buy 11/29/12 Income Gain Codes: =$1.000 Jess =$1,00 -$2.500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04)  F=$50.00l -$100.000 =$100.001 -$1.000.000  Ill =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes  J=$15.000 Jess =$15.001 -$50.000 =$50.00 -$I 00.000 =$100.001 -$250.000  
(See Columns and 03) =$250.00 $500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Othcr =Estimated 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period ofreporting period 
{I) 
(l) (2) (l) (2) (3) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: .000 less =$1,001 -$2.500 =$2.501 -$5.000 =$5.001 -$15.000  E=$15.001 -$50.000  
(Sec Columns and 04) =$50.001 -$100.000 I00.00 -$1.000.000 =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes  J=$15.000 less =$15.00t -$50.000 =$50.001 -$I 00.000 I00.00 -$250.000  
(See Columns and 03) =$250.001 -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.00 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column CZ) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc111des those ofspo11se and dependent children; see PP 34-60 instr11ctions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(2) (I) (2) (3) (4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code  Type (e.g., div., rent,  Value Code  Value Method  Type (e.g., buy, sell,  Date mm/dd/yy  Value Code  Gain Code  Identity buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) Income Gain Codes: =$1.000 less =$1,00 -$2,500 =$2.501 -$5,000  0=$5.001 -$15.000 =$15.001 -$50,000  
(See Columns and D4) =$50.001 -$100.000 100.00 -$1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 Jess =$15.001 -$50.000 =$50.00 -$I 00.000 100.00 -$250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.001 -$1.000.000 =$1,000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(I) (2) (I) (I) {5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1.000 less =$1,00 -$2,500 =$2.50 -$5.000  0=$5,001 -$15.000 =$15.001  $50.000  
(Sec Columns and 04) =$50.001 -$100.000 =$100.001 -$1.000.000 =$1.000.001 -$5.000.000  112 =More than $5,000.000 Value Codes  J=$15.000 lcss =$15.001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500.00  $1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
{See Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
{I) (2) {I) (2) (2) (3) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  {J-P)  Code  redemption)  (J-P)  (A-H)  {if private  

transaction) Income Gain Codes: =$1.000 less =$1.001 -$2.500 =$2.501 -$5.000  D=$5.001 -$15,000  E=$15.00l -$50.000  
(Sec Columns and D4)  F=$50.00I -$100.000  G=$100.001 -$1.000.000  fl! =$1.000.001 -$5,000.000  112 =More than $5.000.000 Value Codes  J=$15.000 less =$15.001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000  
(See Columns and 03) =$250.001 -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offiting instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(2) (2) (5) 

Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
375.  -Gilead Sciences, Inc.  Sold  01119112  

376. -Georgia Gulf 
Buy 1/19/12 
377. -Global Payments 
Buy 12/10/12 Income Gain Codes: =$1 .000 less =$1,001 -$2,500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.00I -$50.000  
(Sec Columns and 04)  f=$50.00l -$100.000 =$!00,001 -$1 .000.000 =$1 .000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less =$1 5,001 -$50.000 =$50.001 -$! 00.000 =$I 00.00 -$250.000  
(Sec Columns and 03) =$250.00I -$500.000 =$500.00 -$1 .000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(2) (I) (2) (3) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (ifprivate  

transaction) 
392. 
-MGM Resorts Buy 3/12/12 

393. 
-Marathon Oil Corp. Buy 1113112 

394. 
-Medtronic, Inc. 

395.  -Merck Inc.  
396.  -Metlife Inc.  Sold  8/2/12  
397.  -Microsoft Corp.  
398.  -Mondelez Intl Inc  Buy  3/12/12  
399.  -Mosaic Co.  
400.  -National Oilwell -Varco  Sold  02/03/12  -Newfield Exploration Co.  Sold  3115112  
402.  -Nucor Corp.  Buy  416112  
403.  -Pfizer Inc.  
404.  -Qualcomm Inc.  Buy  3/15/12  
405.  -RF Micro Devices Inc.  Buy  9/25/12  
406.  -Sirius Radio Inc.  Sold  09/14112  
407.  -Time Warner Inc.  Sold  8/24/  
408.  -Travelers Cos.  Sold  8/24/12 Income Gain Codes: =$1.000 less =$1,00  $2,500 =$2.50 -$5.000  0=$5,00I -$15.000 =$15,00 -$50.000  
(Sec Columns and 04)  F=$50.00I -$100,000 =$100.001 -$1.000.000  Ill =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.00 100.000 100.00 -$250.000  
(Sec Columns and D3) =$250.001 -$500,000  =$500.001 -$1.000.000 =$1,000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25,000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 fitinc instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (I) (2) (2) (3) (4) (5) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure 
Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) 
Code redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes: =$1,000 less 41.001 -$2.500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.00 -$50,000  
(Sec Columns and 04)  F=$50.00l -$100.000 =$100.001 -$1.000.000  Ill =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00 -$100.000 I00.00 -$250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.00  $1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Es1a1c Only) =Assessment =Cash Markel  
(See Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes 11tose spouse and dependent c1tildren; see PP 34-60 instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period reporting period  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  {if private  

transaction) 
426. -Merrill Lynch Med. Tenn Notes 
See Note 
427. -Bear Steams Inc Senior Notes 
See Note Income Gain Codes: =$1.000 less =$1,001 -$2.500 =$2.50 -$5.000  045.001 -$15.000 =$15.001 -$50,000  
(Sec Columns and 04)  F=$50.00I -$100.000 =$100.00 -$1.000.000  Ill =$1.000.001 -$5,000.000  112 =More than $5.000.000 Value Codes  J=$15.000 less =$15.001  $50.000 =$50.00 -$100.000 =$100.00 -$250.000  
(Sec Colunms and 03) =$250.00 -$500.000 =$500.00 -$i .000.000 =$1.000.001 -$5,000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spo11se and dependent children; see PP 14-60 ins1ruc1ions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(I) (2) (I) 
(3) (4) (5) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code exempt from prior disclosure 
div., rent, Code 	Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
443. -Fedex Corp Co. GTD See Note 
444. -Burlingtn North Santa Debentures See Note 
445. -Marathon Oil Corp. Sr. Unsecured Callable See Note Income Gain Codes: =$1.000 less 41,001 -$2,500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04) =$50,001 -$100.000 =$100.001 -$1.000.000 =$1.000.001  $5.000.000 =More than $5.000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.00 -$100.000 =$100.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500,001 $1.000.000 =$1.000.001  $5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(2) 
(I) 
(2) (3) (4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code  Type (e.g., div., rent,  Value Code  Value Method  Type (e.g., buy, sell,  Date mm/dd/yy  Value Code  Gain Code  Identity buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Jncome Gain Codes: =$1.000 less =$1.001 -$2.500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.001 -$50.000  
(See Columns and D4) =$50.001 -$100.000 =$100.001 -$1.000.000 =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes  J=$15.000 orless =$15.001 -$50.000 =$50.001 -$100.000 =$I 00.00 $250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001  $25.000.000 =$25.000.001  $50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (I) (2) (2) (3) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1.000 less =$1.00 -$2.500 =$2.501 -$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(See Columns and 04) =$50.001 -$100.000 J00.00 $1.000.000  Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less  K=$15.00J -$50.000 =$50.001 -$I 00.000 I00.00 -$250.000  
(See Columns and 03) =$250.001 -$500.000  0=$500,001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=01hcr =Estimated 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 

(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code Iexempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) {J-P) Code redemption) 
(A-H) (if private 
(Q-W) transaction) 
494.  -Vanguard Div. Apprec. (VIG)  See Note  
495.  -Vanguard European MSC! ETF  Buy  917112  
496.  -Vanguard MSC! Emerg. Mkts.  See Note  
497.  -Wisdom Tree Div Top 100  Buy  1/18/12  
498.  -Wisdomtree Equity Incomd Fd.  Buy  1/18/12  
499.  -Wisdomtree Trust Emrg. Mkt Eqt.  See Note  
500.  -Oppenheimer Dev. Mkts  See Note  -Pimco Unconstrained Bond  Buy  4/3/12  See Note  
502.  -Thornburg Intl. Value  
503.  -Virtus Multi Sect Sht Trm BDI  See Note Income Gain Codes: =$1.000 less =$1,001 -$2,500 =$2,501 -$5.000 =$5.001 -$15.000 =$15.001 -$50,000  
(See Columns and 04)  F=$50.001 -$100,000 =$100.001 -$1.000.000  fl! =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes  J=$15,000 less  K=$15,00l -$50.000 =$50.00 I00.000 =$I 00.00 -$250.000  
(See Columns and 03) =$250.00 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate part ofreport.J 
Note Wells Fargo money market funds are included each Wells Fargo account. This listing duplicative and will omitted future years' reports. 
Note Tarrant County municipal bonds should not have been included this account. has been moved line 22. 
Note Line 219. This stock inadvertently omitted from statements the past, although purchased 07/09/2007. 

Note Lines 177-184 are holdings different account number with Wells Fargo. That account number ends 

These holdings will appear that 
account next year's report. 
Note Line 160. This holding now part Wells Fargo Fds Precious Metals Fd. 
Note Line 154. The name this account changed, reflected the description. 
Note Lines 31-43, 45, 157, 161-162, 212-213-216, 245 have been reinvested into other stock. The date these reinvestments uncertain. 
Note Lines 44, 46, 53, 56-61, 63, 65, 68-69, 71, 78, 87, 03, 105-108, 118-127, 131-132, 135, 167, 259, 281, 285-287, 299, 484, 486, 488-489, 491-494, 496, 
501-503, 505. These stocks and mutual funds were purchased 2011 and inadvertently omitted from the previous year's report. 

Note Lines 230-237, 465-467. 

assets. The 

has ceased dependent. 
Note Lines 4-5, 7-10, 15, 17-29, 48, 126 138, 141-150, 17. 231, 287 296, 328-329, 332-333 contain holdings 

which were distributed among his heirs upon his death 2006. have continued list them report error. 
Note Lines 303-324, 419-453 are corporate bonds. These bonds were omitted from previous reports error. 
Note Line 277 bought 2010. Omitted from previous reports error. 
Note Line 334. longer part portfolio. Date transaction uncertain. 
Note Line moved Line 339 included brokerage account. 
Note 
mineral interests Lafayette County, AR. have previously Trustee. Note Line 447. The holdings this account have previously been reported part account Note Line 325. These notes were purchased and omitted from previous reports error. Note Line 153. These notes purchased 2002 and omittted from previous reports error. Note Lines 155 and 165 were duplicative. deleted line 165 from this year's report. These notes were purchased 12/15/11 and omitted from last year's 
report error. 
Note Line 476. This money market account part the Morgan Stanley brokerage accounts. have had since the accounts were established. listing 

separately beginning with this year's report. your inquiry about last year's report: 
Line 2011 report line this year's amended report. 

Line report now line 45. Line 126 2011 report now line 169. Line 231 2011 report now line 339. 
These line changes are due additions/deletions made this year's report. 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

Signature: SUSAN WRIGHT 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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