Michael E. Wiles

Rental Property # 1, Hawan County, Hawaii — Rent

Rental Property # 2, Hawan County, Hawaii — Reat

Citibank Accounts — Interest

JPMorgan Chase Account — Interest

Wells Fargo Account — Interest — Closed

Horizon Bank Account — Interest

Equitable Variable Life Insurance - Guar Interest — Interest

Metropolitan Life Insurance Co — Int/Div

Met Life/Fidelity Variable Insurance Products Index S00 Portfolio — Int/Div

Westfield Subsidiary REIT 2 Inc — Int/Div

Talcott Realty 111 Trust — Int/Div

Met Life Policyholder Trust — Int/Div

Morgan Stanley Account — Interest

Brokerage Account #1 (H)

BBH Core Select Fund (BBTEX) — Int/Div

BlackRock Global Allocation Fund (MALOX) — Int/Div

BlackRock Strategic Muni. Opps. Fund IMAMTX) — Int/Div — Sold (part)

Deutsche Int. Term Tax-Ex Fund (SZMIX) — Int/Div — Sold (part)

Fidelity Low Priced Stock (FLPSX) — Int/Div

Fidelity Municipal Money Market (FTEXX) — Interest

Fidelity Spartan Total Market Index (FSTVX) — Int/Div

Spartan 500 Index Fund (FUSYX) — Int/Div

SPDR S&P Midcap 400 Fund (MDY) — Int/Div

Vanguard Int. Term Tax-Ex Fund (VWILX) — Int/Div — Sold (part)

Vanguard Limited Term T/E Fund (VMLUX) — Int

Glenmede Large Cap Core Inst. (GTLIX) — Int/Div

Fidelity Treasury Money Fund (FZFXX) — Interest

Fidelity Money Market Premium (FZDXX) (X) — Interest

Brokerage Account #2 (H)

Baldwin Cnty Ala WTS (057845M 29) — Interest — Matured

Boston Mass Wir & Swr Comm Rey (1010290K 5) — Interest

Denton County TX (248775R26) — Interest

Florida St. Brd Ed Pub Ed (34153PMAY) — Interest

Jeu FI St. Johns River Pwr Park (46613QIES) — Interest

Kentucky A/L Commn Agy (491 18SNENT) — Interest

King Cnty WA Sch Dist #411 Issaquah (495224V8T) — Interest

Morgan Stanley US Govt Money Market (DWGXX) — Interest

New York NY City Trans Auth Rev (6497 IMA) — Interest

New York St. Urban Dev Corp Rev (6500355W9) — Interest

North Kansas City Mo Sch Dist 1660266GD3) — Interest

Ohio St. Umiv (677632Y(C9) — Interest

Pearland TX (7048626X4) — Interest

Seattle WA Solid Waste Rev (812702AK4) — Interest — Matured

University Houston Tex Univ Rev 1914301 H66) — Interest

University Wash Univ Revs (91523NHSS) — Interest

Valwood TX Imp Auth (920480E)5) — Interest

Rockford Il Waterworks Systems (TT3160QZY8) — Interest

North Texas St Muni Wir District Ref] (6628312HP2) — Interest

Corona CA Pub Fin Auth (21969PDT3) — Interest

Southfield MI Pub Sch (8442150X4) (X) — Interest — Buy

Brevard Cnty FL Sch Board (107431KW7) (xX) — Interest — Buy

Camden Cnty NJ Impt Auth Rey (1328 INWR (XX) — Interest — Buy

Retirement Account £1 (H)

BBH Core Select Fund (BBTEX) — Int/Div

BlackRock Global Allocation Fund (MALOX) — Int/Div

Fidelity Contrafund (FONTX) — Int/Div

Fidelity Government Cash Reserves {FDRXX) — Interest

Fidelity Low Priced Stock (FLPSX) — Int/Div

Fidelity Spartan 500 Index Fund (FUSVX) — Int/Div — Buy (add'l)

Fidelity Spartan 500 Index Fund (FUSVX) — Buy (add'l)

Fidelity Spartan Total Market (FSTVX) — Int/Div

Glenmede Large Cap Core Inst. (GTLIX) — Int/Div

BlackRock Strategic Muni Opp (MAMTX) — Int/Div

Deutsche Intermediate Tax/Amt Free (SZMIX) — Int/Div — Sold (part)

Deutsche Intermediate Tax/Amt Free (SZMIX) — Sold (part)

Vanguard Int Tax/Amt Free Fund (VWILX) — Int/Div — Sold (part)

Vanguard Int Tax/Amt Free Fund (VWILX) — Sold (part)

iShares Core S&P 400 Mid Cap ETF (JH) — Int/Div

iShares Tr IBOXX CpBd (LQD) (X) — Int/Div — Buy

iShares Tr IBOXX CpBd (LQD) (X) — Buy (add'l)

Fidelity Money Market Premium (FZDXX) (X) — Interest

Retirement Account #2 (H)

Fidelity Contrafund (FONTX) — Int/Div — Buy (add'l)

Fidelity Govt Cash Reserves (FDRXX) — Interest

Retirement Account 23 (H)

Fidelity Government Cash Reserves (FDRXX) — Interest

Fidelity Treasury Money Fund (FZFXX) (X) — Interest

Spartan S00 Index Fund (FUSVX) — Int/Div — Buy (add'l)

Spartan S00 Index Fund (FUSVX) — Buy (add'l)

iShares Tr IBOXX Inv CpBd (LQD) (X) — Int/Div — Buy

Retired partner/pension nights (1/1/2017 to date), Debevoise & Plimpton LLP

Member, board of trustees (1/1/2017 10 6/19/2018), Soundview Preparatory School

Trustee (1/1/2017 to date), Trust # (not subject to reporting)

Trustee (1/1/2017 to date), Trust # 2 (not subject to reporting)

Gift — Debevoise & Plimpton LLP (former law firm) — April 2017 dinner to honor recently retired partners « see Part VII — $825.00

Gift — Debevoise & Phmpton LLP (former law firm) — November 2017 dimer to honor recently retired partners - see Part VIII — $1,077.80

Agreement — 17172000 — Cash Balance Plan, Debevoise & Plimpton LLP

Liability — Wells Fargo Home Mortgage — Mortgage on Rental Property # (Pt VIL line 1)

Liability — Wells Fargo Home Mortgage — Mortgage on Rental Property # 2 (Pt VIL line 2)

Reimbursement — Fn Dn i JR Shi Institute — RT Rh ad Cal Re SH Re TaN various rulings in EFHI bankruptcy cases

Reimbursement — Vitek ol ape ad Land aud ras business school exercise for class in restructuring

Reimbursement — bein Sod atelaein s,s Plated dae cooperation in cross-border bankruptcy cases

Reimbursement — Association — York — held in Saratoga Springs, Now York

Spouse's income — 2017 — Self-employed artist

Part | - Positions: | resigned from my position as a trustee of Soundview Preparatory School on June 19, 2018,

Part 1 = Trusts | and 2: 1am the trustee for two grantor trusts set up by a friend for his children. As grantor trusts, all investment decisions are made by the

grantor (my friend) and not by me as trustee. Assets of the trusts are not listed in Part VII because | did not establish the trusts, 1 have never received and will not

receive any income from these trusts, and 1 never have had, or will have, any beneficial interest in the principal or income of the trusts. I understand based on the

mstructions that as a result the assets of the trusts are not reportable.

Parts 11 and 111-A: Income from Debevoise & Plimpton LLP: | continue to receive pension payments from Debevoise & Plimpton LLP pursuant to the firm's

retirement program, and 1 have a continuing interest in the firm's Cash Balance Plan, 1 plan to recuse myself from matters in which Debevoise & Plimpton LLP is

counsel.

Part V, Gifts: Debevoise & Plimpton LLP holds dinners to honor recently retired partners. My wife and | attended such dinners in April 2017 and in November

2017. Ido not believe this qualifies as a gift for reporting purposes but | am reporting it here in an abundance of caution. | have been informed by Debevoise &

Plimpton LLP that the cost per-person was $412.50 for the April dinner and $538.90 for the November dinner. The reported amounts represent attendance by

myself and my wife. The costs listed here include the actual food and beverage charges for my wife and myself and do not include allocations of other charges

(photographers, for example) that Debevoise & Plimpton incurred for this event.

Part VII, Trusts: see the first item above with respect to the assets of Trusts | and 2.

Part VII, Rental Properties (items 1 and 2): income reported is gross rental come before deductions for operating expenses, local taxes, management

commissions, condominium und homeowner association fees, and other costs.

Part VII, line 6: the Horizon Bank account was listed on prior reports as the LaPorte Savings Bank Account, Horizon bank acquired LaPorte Savings Bank in late

2016.

Part VII, Equitable Varuble Life Insurance (item 7): this reflects investment returns in two variable life msurance policies. The mvestment option is the

guaranteed interest option. The value at the end of the reporting period reflects cash value, not the potential msurance coverage.

Part VII, Met Life/Fidelity Variable Insurance Products Index 500 Portfolio (item 9): this represents investments that fund premiums in & variable life insurance

policy at Met Life. The income listed is based on reported returns during the relevant period. The value at the close of the reporting period is the cash value of the

mvestment rather than the potential insurance coverage.

Part VII: items 14-80 are based on information provided by my financial advisor,

Part VII, items 20,27,28,37,57.71,74,76,77: 1 have reported all brokerage account cash deposits and money market funds held during the year and the amount of

investment income from each such holding. Note, however, that the reports | received from my financial advisor do not list changes in these account balances

as "acquisitions" or “dispositions” because they really are just changes in cash balances in what are the equivalent of brokerage deposit accounts; otherwise

every change in a cash balance from day to day would have to be listed as an "acquisition" or as a “disposition,” For that reason 1 did not list “acquisitions” or

“dispositions” in these lines.