William Charles Lee

Steuben Co. IN, farm (Appraisal date 12/14/16) — Rent

Agency #1 (H)

Goldman Sachs FS Gov't 2465 — Int/Div — Sold

Goldman Sachs FS Gov't 2465 — Buy

Goldman Sachs FS Gov't 2465 — Sold

Goldman Sachs FS Gov't 2465 — Buy

Goldman Sachs FS Gov't 2465 — Buy

Goldman Sachs FS Gov't 2465 — Sold

Goldman Sachs FS Gov't 2465 — Buy

Goldman Sachs FS Gov't 2465 — Buy

Goldman Sachs FS Gov't 2465 — Sold

DODGE & COX INCOME FUND — Int/Div

GS DYNAMIC MUNI INCOME FD- INSTL — Int/Div

LORD ABBET INVT TR — Int/Div — Buy

NORTHERN FUNDS ULTRA-SHORT FIXED — Int/Div

OPPENHEIMER SENIOR FLOATING RATE — Int/Div — Buy

OPPENHEIMER SENIOR FLOATING RATE — Buy

OPPENHEIMER SENIOR FLOATING RATE — Buy

OPPENHEIMER SENIOR FLOATING RATE — Sold

VANGUARD FIXED INC — Int/Div

VANGUARD HIGH YIELD CORP FUND — Int/Div — Buy

VANGUARD INTER-TERM TAX EXEMPT FUND — Int/Div — Sold

VANGUARD ST CORP BOND INDEX — Int/Div — Sold

VANGUARD ST INV GRADE FUND 1 — Int/Div — Buy

EATON VANCE PARAMETRIC EMERGING MKT — Int/Div — Sold

HARBOR CAPITAL APPRECIATION FUND — Int/Div — Buy

ISHARES MSCI EAFE INDEX FUND — Buy

MFS VALUE — Int/Div — Buy

MFS VALUE — Sold

OPPENHEIMER INT'L SMALL COMPANY FD — Int/Div

TROWE PRICE MID C — Int/Div — Sold

TROWE PRICE QUANT MGT FDS INC — Int/Div — Buy

TROWE PRICE QUANT MGT FDS INC — Sold

VANGUARD S&P SOO ETF — Int/Div — Buy

VANGUARD S&P SOO ETF — Buy

VANGUARD SMALL CAP VALUE — Int/Div — Sold

VANGUARD SMALL CAP VALUE — Sold

VICTORY SYCAMORE ESTABLISHED — Int/Div — Sold

Member, Fort Wayne Community School Scholarship Commuttee

Board Member, Allen County Fort Wayne Historical Society

Bowrd Member, Volunteer Lawyer Program

Income — 2018 — West Publishing Co. Book Royalties — $51,302.67

Income — 2018 — Wilson Foundation « Committee Attendance Fees — S1.500.00