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p. 11 attachment (text read by OCR)
STEPHANIE E. DUNN PERSONAL FINANCIAL DISCLOSURE STATEMENT August 26, 2026 Attachment B Person With Name of Business, Insurance Company, or Trust Interest Self AB Wealth Appreciaton Strategy Class A Self AbbVie Inc Self Abrdn Healthcare Investors Self Allspring 100% Treasury Money Market Fund Service Self Altria Group Inc Self Amarillo Tex Drain 8/15/38 Self American Electric Power Self American Funds the Growth of America Class R-6 Self Apple Inc Self AT&T Inc Self Bank Of America Corporation Dep SHS RPST 1/1000th Self Bank Of America Corporation Dep SHS REPSTG 1/100th Self Blackrock Health Sciences Tr Self Blackrock Inc Self Blackrock Municipal Income TR Il Self Blackrock MuniHoldings Fd Inc Self Broomfield CO Wtr 12/1/2037 Self Chevron Corporation Self Cisco Systems Inc Self CoreCare, Inc. Self CoreCare Il, LLP Self Colorado Health Facs Auth Rev Vail Valley Med Ctr Bond Self Colorado St Brd Governors Public Higher Education Bond Self Colorado St Brd Governors Public Higher Education Bond Self CVS Health Corporation Self DFA Emerging Markets Self DFA International Core Equity Self DFA Int'l Small Company Self DFA US Large Cap Equity Institutional Self DFA US Large Cap Value Self DFA US Large Cap Value Il Self Digital Realty Trust Inc Self Dimensional Global Real Estate ETF Self Dimensional Int'l Core Equity Self Dodge & Cox Income Fund CLI Self Dominion Energy Inc Self Duke Energy Corporation Self Eaton Vance Tax Mngd Div Eq Inc Fd Self Eaton Vance Tax Mngd Buy Wrt Opp Fd Self Eaton Vance Buy Wrt Inc Fd Self Eaton Vance Global Buy Wrt Opp Fd Self Eaton Vance Tax Advantaged Div Inc Fd Self Emerson Electric Co Self Enterprise Products Partners Self Federated Hrms Str Value Div Cl R6CL R6 Self Gilead Sciences Inc Self Goldman Sachs ETF Trust Activebeta US large Cap Eq ETF Self GSK Plc Self International Business Machines Corp Self invesco Fundamental High Yield Corporate Bond ETF
p. 12 attachment (text read by OCR)
STEPHANIE E. DUNN PERSONAL FINANCIAL DISCLOSURE STATEMENT August 26, 2026 Attachment B Person With Name of Business, Insurance Company, or Trust interest Self iShares Core U S Aggregate Bd ETF Self John Hancock Tax-Advtg Div Inc Fnd Self Johnson & Johnson Self JPMorgan Tr linc Fd Cl R6 Self JPMorgan Tr Il Mtg Backed Secs Fd Ultra CL Self Kinder Morgan Inc Self Kraft Heinz Company Self Lebanon IN Middle 7/15/2039 Self Lockheed Martin Corp Self Loveland Colo Elec & Combined Utilities Rev 2019 A Bond Self MetLife Inc Notes Self Microsoft Corp Seif National Grid Pic Self New York St Dorm Callable 09/15/2028 Self Newton lowa Cmnty 6/1/2039 Self NextEra Energy inc Self Nuveen Global Cities REIT Inc Class Self Oneok Inc Self PNC Financial Svcs Group Inc Self Qualcomm Inc Self Rampart Range Met Dist No 1 MD#0001 Gen Purpose Rev 2017 Self Restaurant Brands Intl Inc Self Schwab Charles Corp New Dep Shs Self Schwab Fundamental US Large Company IDX Self Schwab US Treasury Money Market Self Sempra Jr. Sub Notes Pfd SEC Self SPDR S&P MidCap 400 ETF Self Superior Open Space Sales Co Gen Purp Rev 2020 Self T. Rowe Price Blue Chip Grwth Fd Inc Self Targa Resources Corp Self Union Pacific Corp Self UnitedHealth Group Inc Self United States Treasury Bill Self United States Treasury Bill Re-Issue 11/13/2025 Self United States Treasury Bill Self United States Treasury Bill Self United States Treasury Bill Re-Issue 11/21/2024 Self United States Treasury Bill Re-Issue 12/26/2024 Self United States Treasury Bill Re-Issue 01/02/2026 Self University of Northern Colo Rev 2016 A Callable Self Unum Group Self US Bancorp Del Self Vanguard 500 Index Fund Admiral Shares Self Vanguard Emerging Market Stock Index Fund Institutional Shares Self Vanguard Equity Income Fund Admiral Shares Self Vanguard Explorer Fund Admiral Self Vanguard Fixed Income Secs Shrt Term Invt Grade Fd Adm Sh Self Vanguard High-Yield Corp Fund Adm Self Vanguard Infla-Protected Sec Inst Self Vanguard Inflation-Protected Securities Fund Admiral Cl Self Vanguard Inst 500 Index Tr Unit D
p. 13 attachment (text read by OCR)
STEPHANIE E. DUNN PERSONAL FINANCIAL DISCLOSURE STATEMENT August 26, 2026 Attachment B Person With Name of Business, Insurance Company, or Trust Interest Self Vanguard Inst Tot Intl Stock Mkt Index Tr Unit D Self Vanguard Mega Cap ETF Self Vanguard Mid-Cap ETF Self Vanguard Mid-Cap Index Fund Institutional Shares Self Vanguard Real Estate !ndex Instl Self Vanguard Real Estate Index Fund ETF Self Vanguard Short Term Inflation Protection Self Vanguard Short-Term Invest-Gr Instl Self Vanguard Small-Cap Index Fund Institutional Shares Self Vanguard Total Bond Market Fund Admiral Shares Self Vanguard Total Bond Mkt Index Fund Shares Self Vanguard Total Intl Stk Idx Self Vanguard Total International Stock Index Fund Institutional Shares Self Vanguard Ultra ST Inflation Protected Self Verizon Communicaions Inc Sr Glbl Nt 54 Self WCM Focused Intl Groth Cl Instl Self Williams Companies Inc Spouse Atlantic Cnty NJ Impt Auth Rev 6/1/2028 Spouse Bank of America Corp Holding Spouse Bossier City LA Utils Rev 10/1/2030 Spouse Charleston SC Pub Facs 9/1/2031 Spouse Columbia SC Facs Corp 6/1/2033 Spouse DFA Emerg Core Equity Market ETF Spouse DFA Global Real Estate ETF Spouse DFA International Core Equity Market ETF Spouse DFA US Small Cap ETF Spouse Dover Corp. Spouse Edwards Lifesciences Corp Spouse First Trust Senior Loan ETF Spouse Florida St Board 7/1/2034 Spouse Gilead Sciences Inc. 10/01/2040 Spouse Hess Corp Spouse ICICI Bank Ltd SPD ADR Holding Spouse Intuitive Surgical, Inc. Spouse Invesco Fndmnitl High Yield Corp Spouse iShares Core Growth Allocation ETF Spouse Jackson Finl Incorp Spouse Lowe's Companies Inc 10/15/[address removed] College Bldg Auth 5/1/2029 Spouse Mastercard, Inc. Spouse McDonald's Corp 10/15/2037 Spouse Meta Platforms Inc. Spouse Microsoft Corp. Spouse Middlesex Cnty NJ Impt Auth Lease Rev 8/15/2036 Spouse Morgan Stanley 7/22/2038 Spouse Mount Vernon Hancock Cnty 7/15/2027 Spouse Nuveen Global Cities REIT Inc Class Spouse New York St Urban Dev Crop Rev 3/15/2027 Spouse Oracle Corporation 7/15/2036 Spouse Oregon State Dep't of Transportation Highway 11/15/33 Spouse Oxford Investments LLC
p. 14 attachment (text read by OCR)
STEPHANIE E. DUNN PERSONAL FINANCIAL DISCLOSURE STATEMENT August 26, 2026 Attachment B Person With Name of Business, Insurance Company, or Trust Interest Spouse Paypal Holdings Inc SHS Spouse Phillips 66 Co Sr Note 6/30/2033 Spouse Proctor & Gamble, Co. Spouse Prudential PLC ADR Spouse Raytheon/United Technologies Corp 5/1/2035 Spouse Riverside Cnty CA Infrastructure 11/1/2030 Spouse Sales Tax Securitization Corp 1/1/2032 Spouse Salesforce.com Inc. Spouse San Luis Unit 9/1/2031 Spouse Schwab US Treasury Money Market Spouse Simon Property Group 1/15/[address removed] Bldg Auth Rev 2.249% 6/1/[address removed] Sch 11/1/2039 Spouse The Goldman Sachs Grp 11/16/2026 Spouse Southern Co 10/15/2032 Spouse The Walt Disney Co 12/15/2035 Spouse United Parcel Svc Inc. 11/15/2040 Spouse Univ OK 7/1/2038 Spouse University WI Hosp & Clinics 4/1/2026 Spouse Vanguard Mega Cap ETF Spouse Vanguard Mega Cap Growth ETF Spouse Vanguard Mega Cap Value ETF Spouse Vanguard Mid-Cap ETF Spouse Vanguard ST Bond Index ETF Spouse Vanguard ST Inflation Protected ETF Spouse Via Met Tran Auth 8/1/2032 Spouse Voya Finl Inc. SHS Spouse Wells Fargo & Co 1/24/2029 Spouse Zoetis Inc. Self RBC Investment Account Self 401(k) (Vanguard) Self Charles Schwab Checking Account Self Charles Schwab Investment Account Self College Invest 529 Account Self Health Savings Account (WEX) Self IRA (Charles Schwab} Self Mass Mutual Life Insurance Policy Self PERA Self Wells Fargo Checking Account Spouse 401(k) (Charles Schwab & Nationwide) Spouse Charles Schwab Checking Account Spouse Charles Schwab Investment Account Spouse College Invest 529 Account Spouse Health Savings Account (HSA Bank & Charles Schwab) Spouse IRA (Charles Schwab) Spouse Mass Mutual Life Insurance Policy Spouse Merrill Lynch Investment Accounts Self/Spouse Schwab Checking Account Self/Spouse _|Charles Schwab Investment Account