Pamela Pepper

Penn Mutual Variable Universal Life: Ssg Index S00 Fund — Interest

Penn Mutual Variable Universal Life: T Rowe Price Flexibly Mg'd Fund — Interest

The Principal Adjustable Life — Int/Div

IRAZI(Y)

Principal Mutual Funds MidCap (Y)

Principal Mutual Funds Small Cap Blend yy

US. Savings Bonds, Series EE — Interest

Trust #1 (Y)

Equitable Bank cash accounts (Y)

40k #1(Y)

Amernican Funds EuroPacific Growth (Y)

American Funds Fundamental Investors Y)

Nuveen Equity Index (Y)

PNC Bank cash accounts — Int/Div

IRA #2

Edward Jones Growth Fund of America — Int/Div

Edward Jones Principal Capital Appreciation Fund — Int/Div

Edward Jones Principal Equity Income Fund — Int/Div

Edward Jones Pi SMALLCAP Blend Fund — Int/Div

Edward Jones Pi Real Estate Securities Fund — Int/Div

Edward Jones Pi Diversified Intemational — Int/Div

Edward Jones Principal Midcap Fund — Int/Div

Edward Jones cash — Int/Div — Distributed

Edward Jones--American Funds High Income Muni Bond Fund — Int/Div

Voya 529 Age 11-12 Option Class C — Int/Div — Open

Vova 529 Age 11-12 Option Class C — Int/Div — Closed

Voya 529 Balanced Option Class ( — Int/Div — Open

Ex-officio director, Eastern District of Wisconsin Bar Association

Member, Board of Directors, American Bankruptcy Institute

Reimbursement — Bankruptcy, Insolvency and Creditiors Rights Section — (speaker) Re

Reimbursement — Consumer Bankruptcy Attorneys — (speaker)

Reimbursement — National Bankruptcy Conference — 5/28/2015 to 52912015 — Washington, DC — Bankruptcy symposium (speaker) — Airfare, meals, ground transportation

Reimbursement — American Bankruptcy } Institute — 112015 to 14/2015 — I'raverse City, Michigan — Bankruptcy conference (speaker) — Aartare, hotel room, meals, ground transportation

Reimbursement — American Bankruptcy Institute — 107282015 — Chicago, Hinois — Bankruptcy semini (speuker) — Train fare, meals

Reimbursement — American Bankruptcy } Institute — 12/3/2015 to 12/5/2015 — Phoenix, Arizona — Bankruptcy seminar (speaker) — Aarlare, hotel room, meals, ground transportation

Reimbursement — Mississippi Bankruptcy Conference — 12/9/2015 to 12112015 — Juckson, Mississippi — Bankruptcy seminar (speaker) — Airfare, meals (stayed with a friend, so no hotel room)

111-B. Information is no longer reportable, pursuant to Section 102(¢)(2).

VII-4-6 These were assets of my former spouse.

VII-8-13 These were assets of my former spouse.

V11-25-27 In September 2015, | opened a 529 account for a dependent. The account remained open for three months, but during that time, the administrator

indicated that it did not receive the identity verification information | had provided. | provided them the information a couple of times (via fax and e-mail), but

they did not receive it until 1 sent it by mail, At that point, they indicated that they needed to close the original account, open i new one, and transfer the balance

accrued in the first account to the second one. So the first account was open only from September 21 to December 31. The new account has remained open since.