Ao 1o .....

I
Rev. 1/2010

FINANCIAL DISCLOSURE REPORT
FOR CALENDAR YEAR 2009
2, Court or Organization EASTERN DISTRICT OF MICHIGAN 5a. Reporl Type (check appropriate type) [] Nomination, [] Initial Date [] Atmual [] Final

Report Required by the Ethics
(s u.s.c, app. §§ 10t-110
3. Date of Repor~ 04/21/2010 6. Reperting Period 01/01/2009 to 12/31/2009 ~ in Government Act of 1978

I. Person Reporting (last name, first, middle initial) FRIEDMAN, BERNARD A, 4. Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time) SENIOR U. S. DISTRICT JUDGE

7. Chnml~ees or Office Address i00 UNITEI~ STATES COURTHOUSE 23 ! WEST LAFAYETTE BOULEVARD DETROIT, MICHIGAN 48226

5b. [] Amended Report 8. On the basis of the Information contained in this Report and any inodifleatlons pertaining thereto, it Is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer Date

IMPORTANT NOTES: The instructions accompanying this form muxt be followe~L Complete all parts,
checking the NONE box for each part where you have no reportable informa6on. Sign on last page.

I. POSITIONS. ~R,,o~’,.g
NONE ~o reportab& position.) POS~IQN
1. 2. 3.

NAME OF OR~ANIZATIQN~NTITY

II. AG~EMENTS.
~ NONE ~o reputable a~eements.)
~ 1. 1982-pre P~TIES AND TERMS State of Michigan 48~ District Coua Pension Fund

FINANCIAL DISCLOSURE REPORT Page 2 of 15

Name of Person Reporting

D.te of Report

FRmVMAN, B~RNARV A.

04/21/2010

III. NON-INVESTMENT INCOME. (Reporting individua! and spousei seepp. 17-2,1 of fding instructions.)
A. Filer’s Non-Investment Income NONE (No reportable non-investment income.) DATE
1. 2. 3. 4.

SOURCE AND TYPE

~COME
(yours, not spouse’s)

B. Spouse’s Non-Investment Income - If you were marrted during any poraon of the reporting ylear, ¢o~ ~ secao~
~oll~ ~ount not requ~ed ~cept for ho~roria.)

~

NONE ~o reportable non-investment income.) DA~
1.2~

SO~CE AND ~E
Self-Employ~ Psycholo~l P~ctice

2. 3. 4.

IV’ REIMBURSEMENTS - ~an,pon~ton. lodging, food, enttrtainmerd.
(Includes those to spouse and dependent children: see pp. 25-27 of filing in~’tructions.)

NONE (No reportable reimbursements.) SOURCE
!.

DATE~

LOCATION

PUP,-POSI~

ITEMS PAID OR PROVIDED

2. 3.
4. 5.

FINANCIALpage 3 of 15 DISCLOSURE REPORT ] FRIEDMAN, BERNARD A.

I

Name of Person Reporting

Date of Report

04/21/2010

V. GIFTS. a,~1~a~
NO~ (No reportable g~s.) ~
1. 2.

DESC~P~ON

3.
4, 5.

VI. LIABILITIES. a,~t.,~ ,t, os¢ ol,vo-~ ,,,,a ~.~ ~,aa, e,,; ~ t,v. sz-s~ of filin8 insirucdons~)
NONE (No reportable liabilitia,.)

CREDITOR
I, 2, 3, 4. 5_

FINANCIAL DISCLOSURE REPORT Page 4 of 1 5 VII. INVEST MENTS and TRU S TS - into ....
~
A. ~scfiption of As~ (including ~ ~e~) P1~e "~)" a~ere~h ~ exempt ~m prior ~l~m

[ Name of Person Reporting

Date of Report

I

vo~.o~o,,~AO A.

~, transactions Ona~,des those of sm~e ana aependent children; see ~, 34~0 of fiflng
C. Gro~ value at end of r~o~g period O) (2) Value Value C~e 2 Me~ (}-P) C~e 3 (Q-~ D. T~nmctions d~ng ~ing 0) T~ (e.g., buy, ~ll, ~mption) (~) Date ~d~ (?) (4) Value [ G~n C~¢ 2 C~ I (J-P) (A-~ (~) Idenfi~ of buyer/s¢ll~ (if private ~saction)

NOHE ~o repo~able income, ~sets, or ~ansactions,)
B. Income dung r~o~ng ~fi~ ()) (2) ~ount T~ (e.g., C~e I ~v., ~nL (A-~ or in~)

l, 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13.

I~ AND PENSION ACCO~: 48TH DIS~ CO~T ~rge Cap Blen~ictor F~d AIM Ftmd Templeton Foreign Fund STATE OF MICHIGAN 401 K Dodge & Cox Stock Fund Am FundEuro-Pacific Rainier Lg. Cap. (formerly Legg Mason) Fidelity Fund Manager Program Portfolio Advisory (IRA) Lloyd’s Mobile Home Ltd. P’ship Int. Archwood Apt. Assoc. Ltd. Partnership Interest Lighthouse Pte. Apt. Project Limited Partners Weathervane Apt. Assoc., a Ltd. Partnership A A A C B A A A A

None Divided Dividend Dividend None Dividend Dividend Dividend Div. Distribution Distribution None None None None A Distribution None K J J N K K K K K K K K T T T T W W W W W W" W W M J K T T T

(Heading)

(Heading)

14. " Bellridge Apartment Assoc., Limited Partnership 15. 16. Kingsborough Ltd. P/S in Mobile Home Park High Country, Ltd.

17. OLTC, Ltd.

1. lncomc Gala (3odes: (See Cotmun~ B 1 a~d D4) 2. Valtie Codes (See Coltmms CI and D3)

A -$1,000 or less F =$50,001 - $ 100.000 J =$ I 5,000 or le~ N =$250,001 - $500,0~0 P3 =$25.000,001 - $$0.000,(Xt0 3. Value M~hod Codes Q =Appraisal (See Colmna C2) U =Book Value ..........................................

B -$1,001 - $2,500 G =$100,001 - $1.000.000 K = $15,001 - $50.000 O :$500,001 - $1,000,000 R =Cost (Rca| Estate Only) V =Ot~r

C =$2,501 - $5,000 H 1 :$ !,000,001 - $5,000,000 L =$50,001 - $ 100,000 PI :$1,000.001. $5,000,000 P4 =More than $50,000.000 S =Assessment W =Estiraatcd

D =$5,001 - $15,000 H2 =Mor~ than $5,000,000 M = $100,001 - $250.000 P2 =$5.000,001 - $25,000,000 T =~h Market

E =$15,001 - $50,000

PageFINA~CIAL5 o£ ] 5 DISCLOSURE REPORTFRIEDMAN, BERNARD A.
VII. INVESTMENTS and TRUSTS -,~,,~,,~,
NO~qE {"No reportable income, assets, or transactions.)
A. Description of Assets (including wast assets) Plzee "(X)" after each asset exempt from priordiselosure B. C. Income during Gross value at end reporting peried reporting period of i (!) (2) (t) (D I (2) Amount t Type (e.g., Value Type I Value (e.g,, Code 1 I div., rent, Method b~y, sell, ~.p)2 (A-H) or int.) Code 3 redemption) (Q-W) B A A B Dividend Interest Interest Interest None C A A A A A Dividend Dividend Dividend Dividend Dividend Dividend None A A A A A Dividend Dividend Dividend Dividend Interest N J K J J J J J J J J J T T T T T T T T T T T T J L K K T T T T (Heading) D. Transactions during reporting period (2) (3) (4) I Date Value i GainI mm!dd/yy Code 2 i Code I (J -P) (A-H)

I

Name of Person Reporting

Date of Report 04/21/20]0

(5) Identity of buyer/seller (if’private transaction)

18. 19. 20. 21. 22. 23. 24. 25. 26. : 27. 28, 29. 30. 31. 32. 33. 34.

Bank One Certificates of Deposit!Regular Savings - JP Morgan Chase Nationwise Ins. Co. U, S. Savings Bonds (CAPTION) COMMON STOCKS Pepsico Disney Kellogg Lockheed Martin CMS Energy NCR Teradata Corporation Target Wal-Mart Glimcher Realty Trust U.S. Baneorp Magellan Fund - Fidelity

t. Income Cry.in (~: (.q~e C~|unms B I ~a~d I)4) 2. Value Codes (S¢.¢ Column~ CI and D3) 3. Value Metho~ C~des (See Columrt C2)

A =$1,000 or k~ F -$50,001 - $100,0t)O J =S 15,IX}0 or less N :$250,001 - $500,000 P3 =$25,0~0,¢01 - 550,000.000 Q =Appraisal U =Book Value

B =$1100i - $21500 .... G =$ | {Kt,00 t - 51,000,0~0 K =515,001. $50,000 O =5500,~q - $|,0~O.00(t R =~ost (Rc~l Estate O~lly) V -Oiler

¢ --$2.50t - $5,000 H l =$1+00~.001 o $5.000,0~1 L =$50,001 - $100,000 PI =$1,0~).001 - $5.000,0~0 P4 =Mo~ than S =Asscsslnen! W =Emln~ated

D --’$5,001 - 5lS,0OO H2 =More titan $5,060,1300 M =$10~,001 - $250,000 P2 =$5.00~,00! - $25.0~O.000 ]" =4Sash Marke~

E =$tS,00t - 550,O00

FINANCIAL DISCLOSURE REPORT Page 6 of 1 5

i Name of Person Reporting | [ FRIEDMAN, BERNARD A.

Dete of Report

04/21/2010

VII. INVESTMENTS and TRUSTS. ~co~ ~ ~o,~ a.e~ th~ ols~ ~ ~,~ ,~,~,~ ~,e pp. 34-60 of flltng instructton&)
NONE (No reportable income, assets, or transactions.) A. Description of Assets (including trust assets) Place "(X)" al~cr each asset exempt from prior disclosure B. Income during reporting period (t) (2) Amount [ Type (e.g., Code I [ die., rant, (A-H) or int.) C. Gross value at end of reporting period (l) (2) Value Value Code 2 Mc’~od (J-P) Code 3 (Q-W) D. Transactions during reporting perio~ (0 Typ~ (c.g,, buy, sell, redemption) (2) Date Value I Gain mm/dd/yy Code 2 Code I (A-H) (~P)

Icientity of buyer/seller (if priva~ t~sactios)

35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46~ i 47. [48. 49. 50. 51,

(CAPTION) MUNICIPAL BONDS Roseville MI Com. Schools Rochester Hills MI Cap Manistce MI Pt~blic Schools MI Mun Bd. Auth Rev Milan MI Schools Michigan Comprehensive White Cloud Michigan Public Schools CD J. P. Morgan Chase CD Am Trust Bank Fed. Nat. Mtg. Ass. ATT Am. Bal. Fund Waste IMgt. CD Banco Puerto IUco CD Banco Puerto Rico CD Discovery Bank A A A A A A A A A A A A A A A A

None Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Dividend Dividend Dividend Interest Interest Interest K K J L L L T T T T T T K T K K T T

(Heading) Redeemed Redeemed Redeemed 05t01/09 8/03/09 ~]1/09 K L K A A A Merrill Lynch Merrill Lynch Merrill Lynch

Redeemed

06/12/09

J

A

Merrill Lynch

Redeemed Redeemed Redeemed

04/09/09 6/11/09 06/30/09

L L K

A A A

Merrill Lynch Merrill Lynch Merrill Lynch

Buy Buy Buy

l 1/10/09 11/10/09 11/10/09

L L L

Merrill Lynch Merrill Lynch MerrillLynch

FINANCIAL DISCLOSURE REPORT Page 7 of 15

[ Name of Person Reporting
I FRIEDMAN, BERNARD A.

Date of Report 04/21/2010

VII. INVESTMENTS and TRUSTS -t,~o,,~, ,a,e, ~,o~,~ons a.a,d~, ~o,, of ,~o.,e ,nd dependent children; see pp. 34-60 of.fding instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) (2) Amount Type (e.g., Code I die., rent, (A-H) or int.) C. Gross value at end ofwl3orting period (1) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W) J K M K K K K K K K J K J N T T T T T T T T T T T T T T Buy Buy (Heading) (Heading) J T D. Transactions during ~vorting period (I) Type (e.g., buy, sell, redemption) (2) (3) {4) Date Value Gain mm/dd/yy Code 2 ! Code I (J-P) (A-H) (5) Identity of buyer/se!.ler (if private transaction) Inherited - Merrill Lynch Inherited - Merrill Lynch Inherited - Merrill Lynch Inherited - Merrill Lynch Inherited - Merrill Lynch Inherited - Merrill Lynch i Inherited - Merrill Lynch Inherited - Merrill Lynch Inherited - Merrill Lynch Inherited- Merrill Lynch Inherited - Merrill Lynch Inherited-Merrill Lynch Merrill Lynch Merrill Lynch

52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68.

MI St. Hosp. Authority *X Taylor County FL Sales Tax *X _ DC Ren *X White Cloud Pub Sch *X Baltimore County M!T *X Jasper Wtr Wks/Wts *X Meta’o Pea IL Ded Tax St *X Rich LD - Dean Bissm In *X Grand Rapids - Kent County *X ND St Man Bd *X Utah Trans Aut Sales Tx *X GalvestonTx *X Tortoise Energy Merrill Lynch Managed Account (CAPTION) IRAs and SEPs (CAPTION) FIDELITY CORP. IRA Diversified International

A A A A A A A A A A A A A A

Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest None None

01/31/09 01/31109 01/31/09 01/31/09 :01/31/09 01/31/09 01/31/09 01/31/09 01/3 t109 01/31/09 01/31/09 01/31/09 12/09/09 10/01/09

J K M K K K K K K K K K .1 N

A

Dividend

- 1. Income Gai~ Codes: (see Columns B I and IM) 2. Vale: Cod~

A =SI,000 or less
F =$50,001 - $ | 00,000

I
l

B =$1,001. $2,500 O 15| 00,00 | - $1,000,000
K ~$15,001 - $50,000 O ~$500,001. $1,000,000

C ---$21501 - $5,000 H t =$1,0OO,001 . $5,000,000
L ~$50,001 - $100,000 PI =$1,000.001 . $5,000,000 P4 =Move than $50,~00,000

D =$5,001 - $15,000 H2 =More than $5,000,000
M =$100,001 - $250,000 P2 =$5,0~0,001 - $25.000.000

E --$15,001 - $50,000

J ~$15,04)0 Or leSS
N ~$250,001 - $500,000 P3 =$25,0~O,0OI * $50,000,0~0 Q =Appraisal

(See Colutn~s CI and D3)

I 3. Value Me~hod C.~es
(See Col~ C2)

LI =Book Value

R ~osl (Real Eskqle Only) V=Other

S =Agscs~ment W

T =Cash M anket

FINANCIAL DISCLOSURE REPORT

Name of Person Reporting FRIEDMAN, BERNARD A,

Date of Report

Page 8 of 15

04/21/2010

70.
71. 72. 73.

Stock Selector Fund
Magellan (CAPTION) FIDELITY SEP!IRA Fidelity Canada

A
A

Dividend
Dividend None

J
J

T
T (Heading)

A

Dividend

J

T

i74.
75. 76. 77. 78. 79, 80. 81. 82. 83. 84. 85.

Contr~fund
Fidelity Bal Fidelity Growth & Income Alpine Realty Income Fidelity International Disc. Newberger Brennan P/S Janus Fund American Century IRA/S & F (CAPTION) T. ROWE PRICE SEPflRA Capital Appreciation (CAPTION) COMMON STOCK HELD BY WACHOVIA Air Products & Chem.

A
A A A A A A A

Dividend
Dividend Dividend Dividend Dividend Dividend Dividend Dividend None

K
J K J J J J J

T
T T T T T T T (Heading)

A

Dividend None

J

T (Heading)

A

Dividend

L

T

i t. Income Gain Cock~: (See Colurm3s BI ¢t~tt 134) 2. Value Codes
i i (See Col urns,; Ct and D3)

A =$1,(~0 or less
F a$50,001 - $100.000

B =$1,001 . $2,500
G =$100,001 - $1,000,000

J =$15.000 or less
N =$250,001 - $500.000 P3 =$25,000,001 - $50,000,000 Q =Appraisal

K =$15,001 - $50.000
O =$500,001 - $1,000.0~0 g ==Cost (Real Estate Only)

C =$2,501 - $5,000 I I I =$1,000,001 - $5.000,000 L =$50,001 - $100,000
P ] -$1,000,001 - $5,(X)O,000 1’4 =More than $50.0t~.000 S =A$se, g~tl~lq!

D =$5,001 - $15.~00 t12 =More than M =$! 00,001 - $250,000
P2 =$5,000,00| - $25,000.000 T ~4~,ash Markel

E =$15,001 - $50.000

i 3. Value Method Cod¢~ (See Colum~ C2)

U ~8ook Value

V =OrJk*r

W =Estimated

FINANCIAL DISCLOSURE REPORT Page 9 of 15

I

Name of Person Reporting

Date of Report 04/21/2010

] FRIEDMAN, BERNARD A.

VII. INVESTMENTS and TRUSTS - ~o~, ~.t.~ t,u~s.cao~ a.etu~ ~os, of ,~o~ ,~ d,~u,, chU~,,,: s,, ~. S~O of filing lnstmctlo~tg)
NONE (No reportable income, assets, or transactions.)
A, Descfipfien of Assets (including trust assets) Plaee "(X)" after each asset exempt from prior disclosure B. Income during reperting period AmountI Type (e.g., C. Gross value at end of ~vorting period Value Code 2 (J-P) D. Teansactions during reporting period

<1) i

(2)

(i)

(2)
Value Method Code 3 (Q-W) T T T T T T T T T T T T T T T T T

(i)
Type (e.g., buy, sell, rodemption)

Code 1 (A-H)

dD., rent, or int.)

DateI Value [ Gain ! mmidd,h~ Code 2 ] Code 1 : (J-P) (AoH) i

(2) 1(3)

t (4) ’

(5)

Identity of buyer/seller (if private transaction)

86. 87. 88. 89. 90. 91, 92, 93. 94. 95. 96. 97. 98. 99.

Alcatel - Lucent American International Group Archer Daniels Midland Arkema AT&T Autoliv, Inc. Bristol Myers Squibb C1SCO Systems Citadel Broadcasting Coca-Cola Covidien, Ltd. Fifth Third Bank Gartner Group - B General Electric

A A A A A A A A A A A A A A A A A

Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend

J J J J K J K K J K J J J K K J J

100. General Mills 101. Halliburton 102, Home Depot

FINANCIAL DISCLOSURE REPORT Page 1 0 of 15

Name of Person Reporting

Date of Relmrt

FRIEDMAN, BERNARD A.

04/21/2010

VII. INVESTMENTS and T RUSTS [---] NOIN"E (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset B. Income during reporting period [Amount~ Type(e.g., (A-H) or int.) C. Gross value at end of reporting period Value
(J-P)

D. Transactions during reporting l~riod

I Value
! Code 3

Type(e.g., redemption)

/ Date [ Value
(J-P)

Gain (A-H)

ldentityof (if private

103. Hospira Inc. IOzL IMS 105. Intel Corp. t06. Janus Cap Group, Inc. 107. Johnson & Johnson 108. J. P. Morgan Chase 109. Kimberly Clark 110. Limited ~"i I I. LSI Corp, 112. Maseo Corp. 113. McDonald’s Corp, 114. Medco Health Solutions I 15. Merck & Co, 116. Motorola 17. Perot Systems 18. Pitney Bowes 119. Prudential Financial

A A A A A A A A A A A A B A A A A

Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend

J

T Redeemed 2/26t09 J C Wells Fargo

J J M J K J J J L J L J J J J

T T T T T T T T T T T T T T T Merged (with line 125) 12/3/09 J A Wells Fargo

1. income Gain Codes: (S~ Cotutrms BI lind D4) 2. Value Codes (See Columns C ! and D3) 3 Value M~hod Code.~ (Sec Column C21

A -$1,000 or tcm F -$50,001 - $ 100,0OO J =$15,00o or le~ N =$250,001 ¯ $500,000 P3 =$25,000,(J01 - $50.0~0,000 Q =Appraisal U =Book VBIu¢

B =$1.001 . $2,500 G =$100,001 . $1,000,000 K =$15,001. $50,000 O =$500,001. $1,000,000 R =4:ost (Real Estate Only) V -Other

C =$2,501 - $5,000 I II =$1,000,001 - $5,000.(~0 L =$50,001 - $ t00,000 PI =$1,000,001. $5.000.000 P4 =More than $50,000,000 S =Assessment W =Estimated

D =$5,001 -$15,000 H2 =Morn than M =$ 100,001 - $250,000 P2 =$5.0(~,001 T =Cash M~ket

E =$I 5.001 - $50,000

FINANCIAL DISCLOSURE REPORT I FRI]~AN, ~:RNARD A.

Name of Person Reporting

Dste of R~o~t

I

Page 1 1 of 15

04/21/2010

VII. INVESTMENTS and TRUSTS - ~o~, ~t., ~,,~no~ ana~d,s ~o~, o/,~o,~ o~ d~o~,~ chad,,n~ ~, p~ ~4o o:/~,,# ~,.~no~
V-] NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. C. D. Income during Gross value at end Transactions during reporting period reporting period of reporting period (I) i (2) (i) (2) (1) 1~) [ (3) (4) (5) [ Amount i Type (e.g,, Valu~ Value Type (e.g., Date! Val~" Gain Identity of [ Code i i div,, rent, i mr~/dcliyy Code 2 Code 1 Code 2 Me;hod buy, sell, buyer/seller , (A-H) ! or int.) (J-P) Code 3 redemption) I (J-P) [ (A-H) (ifprlvale transaction) i ........................ [ (Q-W) ! _i A A A A A A A Dividend Dividend Dividend Dividend Dividend Dividend Dividend K L J K L J T T T T T T Merged (with line 125) 11/30/09 J A Wells Fargo Redeemed 04/09/09 J A Wells Fargo

120. Rohm & Huss Co. 12 I. Royal Dutch Petroleum 122. Sysco Corp. 123, Tween Brands 124. Tyco International 125. Wells Fargo 126. Walgreen

127. Walt Disney
128. Whole Foods 129. Zimmer Holdings 130. COLUMBIA SPECIAL FUND 131, JANUS OVERSEAS FI.IND 132. American Inv FDS European Growth 133, Federated Kaufman 134. R S Value Fund 135. Janus Contrarian *X I36. Neuberger & Berman Equity FD *X

A
A A A A A A A A A

Dividend
Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend

J
J J J J K J J J J

T
T T T T T T T T T 01/09/09 1/9/2009 J J Inherited - Wells Fargo Inherited - Wells Fargo

(See Coltmms CI and D3) 3. Value Method Codes (See Coltmm C2)

N -5250,001 - $500,000 O -Appraisal U -Book Value

O =S500 001 - $1.000 000 R =Cosl (Real IKc, alc Only) V ,~jther

I’l =$1,000,001 - $5,000,000 $ =A,ssessmcat W =Estimated

P2 =$5,000,001 - $25,000,000 T =C~b Market

FINANCIAL DISCLOSURE REPORT Page 12 of 15

Name of Person RepoSing

Date of Report

04/21/2010 [
FRIEDMAN, BERNARD A.

VII. INVESTMENTS and TRUSTS -~n~m~va~u¢~tr~nsa~d~ns(~n~udesth~$e~-fsp~us~andd~pend¢nt¢h~Mren;s~ep~44~f~g~uc~n~)
"--] NO/qE (No reportable income, assets, or transactions.) Description of Assets (including trust assets) Pt~e "(X)" after each asset exerapt from prior disclosure

A.

~

B.
Income during reporting l~riod

C,
Gross value at end i of reporting period Value Code 2 O-P) Value Method Code 3

i

D.
Transactions during reporting period

I Amount Type (e.g., , Code l ] dlv., r~t, or int.) i (A-H) i

Type (e,g., buy, sell, redemption)

Da(e Value :.mm/dd/yy [ Code 2 .[. II-P)

Gain Code I (A-H)

Identity of buyer/seller (if private

137~ Select Am Shares *X 138. Wells Fargo Bank CD 139. (CAPTION) J. P. MORGAa~I 140. J.P. Morgan Mid-Cap Value Fund 141. J.P. Morgan Intrep. Mid-Cap 142. J.P. Morgan Small Cap Value Fund 143. J.P. Morgan International Fund 144. (CAPTION) VANGUARD 145. Growth Index Fund 146. FIDELITY PORTFOLIO FND, MGR ACCT. (NO CTRL/ASSET SELEC. I) 147. FIDELITY PORTFOLIO FND. MGR ACCT. (NO CTRL/ASSET SELEC. 2) 148. Maunlife Financial *X i49. DFCU CD 150. WELLS FARGO IRA (heading) 151. Janus Contmrian *X 152. Rowe T Price *X 153. Select Am, Shares *X

A A

Dividend Dividend None

J M

T T Buy (Heading)

01/09/09 12/12/09

J M

Inherited - Wells Fargo Wells Fargo

A A A A

Dividend Dividend Dividend Dividend None

K K K J

T T T T (Heading)

A C A A A

Dividend Dividend Dividend Dividend Interest

J O N L M

T T T T T Buy Buy 12/30/09 9/23/09 11/20/09 N L M Fidelity Inherited - BNY Mellon DFCU Heading

A A A

Interest Interest Interest

J J J

T T T

12/12/09 12/12/09 12/12/09

J J J

lnhedted- Wells Fargo Inherited - Wells Fargo I Inherited - Wells Fargo

FINANCIAL DISCLOSURE REPORT Page 13 of 15

Name of Person Reporting

Date of Report

04/21/2010 [ FreEDMAn, B~.RNA~t~ A.

VII. INVESTMENTS and TRUSTS - ~,,co,,~, ..t,,., ,~-n,,.acno,.. a,,.t,,d., a,,,~ o/~,,~ n,a,~,.,~..t a,,,.,,.,,: ... ~ 34-~o of filing
NONE (No reportable income, assets, or transactions.)
A, Description of Assets (including trust assets) ..... Flace ’~(X)" aft~ e~:h as~l exernptfrompriordisetosure i~_omeB.d~ring reporting period Amount I Typ~ (e.g., Codel t div.,rent, (A-H) [ orint.) C. Gross value at end of reporting period Valu~I Value Code2 Method (J-P) ] COde3 i O. Transactions during relmrting period

Type (e.g.) buy, sell, redemption)

Dam ! V~Ine G~in[ [mm/ddiyy’.Code2 )Codel ii (J-P) ! (A-H)

Id~’ntity of buyer/seller (ifprlvate

/
154. Vanguard Equity I~come *X A A Interest Interest K J

i (Q-w)
T

_
12/12/09

i
K }

~tiou)
Inherited - Wells

I~S. Vaagua~d Prime Cap *X I~6, Vtmg~ard Wellington *X

T

12/12/09

I~h~dted - Wells Fargo

A

Imerest

K

T T

12/12/09

K

Inhedt~ - W~l]s Fargo Inherited - Wells Fargo

1~7. Vangtta~d Wi~dso~ *X I~8.

A

Interest

J

12/I 2/09

J

159. 160, 161. 162.

FINANCIAL DISCLOSURE REPORT Page 14 of 15

N~ of Person Reperfin~

Date of Report

FmEVMAN, BERNARD A,

04/21/2010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. a,~a~p~, o/R~,~)

PageFINANCIAL15 of 15 DISCLOSURE REPORT [ FRIEDMAN, BERNARD A.

I

Name of Person Reporting

D.te04/21/2010ofReport

IX. CERTIFICATION.
1 certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was w~thheld because it met applicable statutory provisions permitting non-dlsclosure. ! further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S,C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIIVIINAL SANCTIONS (5 U.S.C, app. § 104)

FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544

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