Barry Ted Moskowitz

Cabrillo Credit Union (accounts) — Interest

CA Teachers Retirement System — None

Ford Common Stock — Int/Div

Wells Fargo Bank — Interest

Apple Common Stock — Int/Div

San Diego County Credit Union (Trust A) — Interest

A US. Bank (accounts) (Trust A) — Interest

Wells Fargo Bank (accounts) (Trust A) — Interest

Schwab brokerage money market (Trust A) cash reserves — Interest

American Century CA (BCITX) Bond Fund (A) — Int/Div

Vanguard CA Inter Term Bond Fund (VCADX) (A) — Int/Div

Vanguard Inflation Bond Fund (VAIPX) (A) — Int/Div

Shares MSCI EAFE ETF (EFA) (A) — Int/Div

Select STR Financial ETF (XLF) (A) — Int/Div

SPDR S&P Mid Cap 400 ETF (MDY) (A) — Int/Div

SPDR S&P SOO ETF (SPY) (A) — Int/Div

I Shares Core S&P small cap ETF (UR) (A) — Int/Div

Schwab Bank account (B) — Interest

Schwab Trust B brokerage money market RB — Int/Div

American Century Inter (twitix) bond fund BB — Int/Div

Doubleline EMRG MKTS (DLENX) bond fund (B) — Int/Div

n — Distribution

Ridgeworth (Virtus) SEIX INVT bond fund (STTBX)(B) — Int/Div

Schwab CA Tax Free Bond Fund (SWCAX) (B) — Int/Div

USAA Tax Exempt Inter bond fund (USATX) (B) — Int/Div

Vanguard CA Inter Term bond fund (VCADX)(B) — Int/Div

Parnassus Core EQTY stock fund (PRBLX) B — Distribution

28 — Int/Div

Shares Select DIV. A ETF fund (DVY) (B) — Int/Div

SPDR S&P DIV. ETF fund (SDY) (B) — Distribution

1 — Int/Div

Vanguard REIT ETF fund (VNQ)(B) — Int/Div

American Century High MUN bond fund (ABHYX) (B) — Int/Div

Vanguard High Yield Corp. bond fund (VWEAX)(B) — Int/Div

Family Trust (see explanation)

Member of the Advisory Board, San Diego Chapter of the Federal Bar Association

Power of Attormey for family member (managing assets and paymg bills)

Trustee, Family Trust A

Trustee, Family Trust B

Gift — Hyatt Regency Kanapoli, Maui - March 2017 — Lodging waived at my im wedding: no ADA compliant room available. — $1,700.00

Liability — Barclay Card Visa — Revolving Credit Card Accounts (1)

Liability — Cit Card — Revolving Credit Card Account (1)

Spouse's income — 2017 — Califorma State Teachers Retirement System - Pension

Spouse's income — 2007 — San Diego Unified School District Supplemental Retirement Annuity from Pacific Life Insurance Company

V

March, 2017 - Waiver of lodging cost at my [JN wedding because the Hyatt did not have the ADA compliant room | had reserved. The value was

approximately $1,700,00

VIL

In 2016, | became the successor trustee for one of my family members who is the lifetime beneficiary of the trusts. 1 also started acting as power of attorney for the

same family member in 2016, Pursuant to the Instruction on page 9, the investment assets subject to the power of attorney were not reported. The assets in Trusts

A and B arc denoted by (A) and (B) respectively.

My I BI had a trust. My Jl is not the trustee or a trust beneficiary during the life of her [Jl] She is a beneficiary on death. My [IN BN died

on 12/24/17. The trustee sold the trust assets in 2018 and distributed my [Jl] share to her in 2018. 1 made an inquiry to the Committee on Financial Disclosure

as to whether | had to list the several individual assets of her [Jl trust. 1 was advised by Examiner [JENN BI on May 10, 2018 that | did not have to list

the trust on my 2017 report, but if 1 wanted to, T could include this explanation.