Raymond T. Chen

CollegeBoundfund Age-Based Moderate Growth Portfolio — None — Sold (part) — Chen

CollegeBoundfund Age-Based Moderate Growth Portfolio — Sold (part) — Chen

SunTrust Bank Accounts — Interest

Fidelity Cash Reserves — Interest

INL/S&P4 — None

INL/Mellon Capital Management Oil & Gas Sector — None

INL/FPA + DoubleLine Flexible Allocation — None

INL/S&P Intrinsic Value — None

INL/Mellon Capital Healthcare Sector — None

INL/Mellon Capital Small Cap Index — None

INL/S&P Total Yield — None

INL/Mellon Capital S&P SMid6e) — None

Reimbursement — New York Intellectual } Property Law Association — 3/23/2018 — New York City, NY — Activity of professional association — Train, lodging, meals, ground transportation.

Reimbursement — Symposium — association and law school (Speaker) — Pa Wy Ba re eT er El rae a ne pe sey re

Reimbursement — Federal Circuit Bar Association — 20.22.2018 — Coronado, CA — Activity of professional association (Panelist) — Aarfare, lodgmg, meals, ground transportation,

Reimbursement — ABA IP West Conference 2018 — 10/4-5/2018 — Los Angeles, CA — Activity of professional association (Speaker) — Arrtare; meals, ground transportation

Reimbursement — Notre Dame Law School — 11/82018 — Chicago, IL — Activity of Law School (Speaker) — Aartare, lodging, ground transportation

Reimbursement — Intellectual Property Law : Assoc, of Chicago — 11/9/2019 — Chicago, IL — Activity of professional association (Panelist) — Lodging, ground transportation

Section VII Additional Information: