Roberto Antonio Lange

Eastman Lange LLC — None

New York Life universal policy from 1992 — Int/Div

New York Life umversal policy from 1995 — Int/Div

First Bank & Trust account — Interest

Merrill Lynch IRA brokerage account

American Funds EuroPacific Gwth (AFPFX) — None — Buy (add'l)

AEPFX continued) — Sold

BlackRock Eq Div (MADVX) — Int/Div — Sold (part)

wee MADVX continued) — Sold (part)

MADVX continued) — Buy (add'l)

eo MADVX continued) — Sold

Clearbridge Small Cap (SBPYX) — None — Buy (add'l)

oy SBPYX continued) — Sold (part)

SBPYX continued) — Sold

Goldman Sachs 6/15/20 bond (GS20B) — Interest — Buy

HSBC 3/0821 bond — None — Buy

IShares Core US Treasury (GOVT) — Int/Div — Sold (part)

eee GOVT contmued ) — Buy (add'l)

wee GOVT continued) — Sold (part)

GOVT continued ) — Buy (add'l)

GOVT contmued ) — Sold

IShares Emerging Markets (IMEG) — Int/Div — Buy

ceo IMEG continued) — Sold (part)

oIMEG continued) — Sold (part)

eee IMEG continued) — Sold

IShares Russell 1000 Grwth (IWF) — Int/Div — Buy (add'l)

eo IWF continued) — Sold (part)

of IWF continued) — Buy (add'l)

eof IWF continued) — Sold

IShares Russell 1000 Value (IWD) — Int/Div — Buy (add'l)

eo IWD continued) — Sold (part)

eo IWD continued) — Buy (add'l)

eee IWD continued) — Sold

John Hancock Disciplined Value (JVLIX) — None — Buy (add'l)

eee JLIX continued) — Sold

Mamstay Lg Cap Growth (MLAIX) — None — Buy (add'l)

o(MLAIX continued) — Sold (part)

eo MLAIX continued) — Buy (add'l)

cee MLAIX continued) — Buy (add'l)

eee MLAIX continued) — Sold

Nuveen Real Estate Securities (FARCX) — Int/Div — Buy

Oakmark Intemat’l Fund (OAKIX) — None — Buy (add'l)

eee OAKIX continued) — Sold (part)

eof OAKIX continued) — Buy (add'l)

eee OAKIX continued) — Sold (part)

OAKIX continued) — Sold

Oppenheimer Rising Div (OYRDX) — Int/Div — Sold

Oppenheimer Int'l Growth (OIGYX) — Buy

eer OIGY X continued) — Sold

Pioneer Fundamental Growth (FUNYX) — None — Buy

of FUNYX continued) — Sold

TCW Total Return Bond CLI{TGLMX) — Int/Div — Sold (part)

dTGLMX continued) — Buy (add'l)

co TGLMX continued) — Buy (add'l)

ceo TGLMX continued) — Sold

Trans Am Emer Mkt Debt (EMTIX) — Int/Div — Sold (part)

wo EMTIX continued) — Sold (part)

eo EMTIX continued) — Sold

USD Aspen Ins. 11/15/23 bond (AHL23) — None — Buy

Vanguard Intermed. Corp Bond (VCIT) — Int/Div — Sold (part)

VCIT continued) — Buy (add'l)

VCIT continued) — Buy (add'l)

eo VCIT continued) — Buy (add'l)

eo VCIT continued) — Sold

Vanguard Total Stock Market (VT1) — Int/Div — Buy

Victory Small Co Opp Fund (VSOYX) — None — Sold (part)

VSOYX) — Sold

Wellpoint 5/15/22 bond (ANTM22) — None — Buy

Wells Fargo 2/13/23 bond (WFC23) — None — Buy

Memill Lynch tax free bond acct (reconstituted in 2013; see notes)

Oppenheimer Senior Class C (OOSCX) — Int/Div

Loomis Sayles Strutegic (NECZX) — Int/Div

Children's Current 529 Plans (Y) (absolutely no control: see notes)

Scholar's Choice 529 Plan--child — Int/Div

Scholar's Choice 529 Plan--child 2 — Int/Div

Scholar's Choice 529 Plan--child 3 — Int/Div

to sister and brother-m-law IN — None — Open

Member, Eastman Lange LLC

Line items 5 through 69 of Part VII are part of one Merrill Lynch account that is an Individual Retirement Account ("IRA"). That IRA account was opened in late

2009 and funded at the inception of 2010 with monies from liquidation of Judge Lange's 401(K) account from his previous employment with Davenport, Evans,

Hurwitz & Smith LLP, An effort has been made to simplify investments in this account so as to simplify this annual disclosure.

The code "A" for Income/Gain of $1,000 or less is used in Part VII in some instances where there was no gain or 4 loss upon a sale or partial sule of an mvestment

disclosed.

Line items 70 through 72 of Part VII were part of a Merrill Lynch tax free bond portfolio that Judge Lange opened on July 25, 201 1, with proceeds form sale of his

interest in & residence in Lincoln County, South Dakota.

Line items 73 through 76 of Part VII disclose 529 college savings plans in existence since 2004 for the benefit of Judge Lange's children. Judge Lange originally

opened these at Merrill Lynch, but they later were moved to Scholar's Choice without Judge Lange's involvement. The custodian on the account and the account

owner is not Judge Lange, but the mother of the children. Disclosure of the 529 Pleans were overlooked prior to the disclosure of 2011, The original 529 Plans

were replaced through transactions on April 9 and 13, 2012, establishing new 529 Plans with the same funds, Judge Lange has no investment control over his

children's 529 Plans, and is neither custodian nor account owner. The effort in disclosing those plans is both for the sake of utter completeness in this disclosure

and continuity in the annual disclosures.

Line item 77 references a loan made by Judge Lange in September of 2016 to his sister, | N.~=~“ll sist them and their

children. Value method code "V™ is used as the value is considered to be the amount owed under a promissory note.