Jorge Luis Alonso

American Funds: Bond Fund of America — Int/Div

American Funds: EuroPacific Growth Fund — Int/Div

Amencan Funds: Growth Fund of America — Int/Div

American Funds: Intermediate Bond Fund of America — Int/Div

American Funds: New Economy Fund — Int/Div

American Funds: New Perspective Fund — Int/Div

American Funds: Smallcap World Fund — Int/Div

American Funds: The Investment Company of America — Int/Div

American Funds: Washington Mutual Investors Fund — Int/Div

Blackrock High Yield Bond Fund — Int/Div — Sold

Bright Start (Sec. 529) Age Based 15-16 Moderate Portfolio Acct, #1 — Int — Buy (add'l)

Bright Start (Sec. 529) Age Based 17-18 Moderate Portfolio Acct, #2 — Int/Div — Buy (add'l)

Causeway Intemational Value Fund — Int/Div — Sold (part)

Federated Institutional High Yield Bond Fund — Int./y — Sold

iShares MSC1 EAFE ETF — Ine — Sold

JPMorgan US Equity Fund — Int/Div — Sold

MFS Massachusetts Investors Trust — Int/Div — Sold

Oakmark Fund — None — Sold

PIMCO Short Term Fund — Int/Div — Sold

SPDR S&P S00 ETF Trust — Int/Div — Sold

T. Rowe Price New Income Fund — Int/Div — Buy

Vanguard Short Term Bond Index Fund — Int/Div — Sold

Chase Bank Cash Accounts — Interest

Northwestern Mutual Life Ins. Co. (Whole Life Policy) — Int/Div

Blackrock Index FDS: iShares MSCI EAFE International Index Fund — Int/Div — Buy (add'l)

Brown Advisory FDS: WMC Strategic European Equity Inst] Fund — None — Sold

Dodge & Cox Funds: Dodge & Cox International Stock Fund — Int/Div — Sold (part)

MFS Research (International Fund) — Int/Div — Sold (part)

Dodge & Cox Income Fund — Int/Div — Sold (part)

iShares lnc — None — Sold

Vanguard Charlotte FDS: Vanguard Total International Bond Index Fund — Int/Div — Buy (add'l)

JPMorgan US Government Money Market Fund — Int — Buy (add'l)

Vanguard Index Trust (S&P S00 Index) — Int/Div — Buy (add'l)

John Hancock Income Fund — Int/Div — Sold

PIMCO Fund PAC INV (Credit Bond Fund) — Int/Div — Sold (part)

PIMCO Total Return Fund — Int/Div — Buy (add'l)

T. Rowe Price International Fund — Int/Div — Sold

Vanguard Fixed Income Fund — Int/Div — Buy (add'l)

Fidelity S00 Index Fund — Int/Div — Buy

JPMorgan ETF-Canada — hy — Buy

JPMorgan ETF-Asia Excluding Japan — Int/Div — Buy

JPMorgan ETF-Europe — Int — Buy

JPMorgan ETF-Japan — Int/Div — Buy

Six Circles Int'l Equity Fund — Int/Div — Buy

Six Circles U.S. Equity Fund — Int/Div — Buy

Six Circles Ultra Short Duration Fund — Int/Div — Buy

Vanguard Total Bond Market Index Fund — Int/Div — Buy

Vanguard Total International Bond E11 — Int/Div — Buy

Vanguard Short Term Bond ETF — Int/Div — Buy

Member, Board of Directors, Dame! Murphy Scholarship Fund

Adpunct Professor, John Marshall Law School

Member, Board of Directors, Cristo Rey Jesuit High School

Agreement — 2003 — Judges’ Retirement System of lino

Agreement — Participant in Federal Retirement System

Liability — Amencan Education Services — Education loan

Liability — Northwestern Mutual Life Insurance Co. — Loan from lite insurance policy

Income — 2018 — John Marshall Law School: compensation as ad jpunct professor — S9.000.00

Spouse's income — 2018 — self-employed attorney

NOTE:

Part VIL, Lines 11, and 12.

On March 26, 201%, as the result of the advancement in ages of the Person Reporting's [Jj IE the two Bright Start (Sec. 529) accounts

were exchanged from Age Based 13-14 and Age Based 15-16 to Age Based 15-16 and Age Based 17-18, respectively.

The existing balances in the old accounts were fully transferred into the new accounts.