Mindy A. Mora

CITIBANK CITIGOLD CHECKING — Interest — eR — EXEMPT

CITIBANK CITIGOLD CHECKING — Interest — Ta

CITIBANK CI'niGOLD SAVINGS — Interest — JOR

FIDELITY MUNICIPAL MONEY MARKET — Interest

SPDR S&P 500 E1¥ 1RUST UNIi1 SER S&P — Int/Div — ne — fr

FIDELI1Y OTC PORT — Int/Div — _

FIDELITY SELECT MED 1ECHNOLOGY & DEVICES — Int/Div — —

FIDELITY NASDAC) COMPOSITE INDEX — Int/Div — Fr

DOUBLELINE SHILLER ENHANCED CAPCLN — Int/Div

CATALYST LYONS HEDGE PREMIUM CLA — Diwvadend

JOHNSON & JOHNSON — Int/Div — 3 A Wen ¥

PUT (SPY) SPDR S&P 500 r:1r MAR 15 19 — Int/Div

METROPOLITAN WEST HIGH YIELD BONDCLM — Int/Div — ia — oo

FIDELL1Y TREASURY MONEY MARKET FUND — Interest

RA: ISHARES S&P 500 GROWTH ETF — Int/Div — :

IRA: ISHARES MSCI EAFE Err — Int/Div — a.

IRA: ISHARES S&P S00 VALUE ETF — Int/Div — A — Wa

IRA: ISIIARES MSCI EMERGING MARKETS ETF — Int/Div — a

IRA: ISHARES S&P MIDCAP 400 YALUE ETF — Int/Div — fA

IRA: ISHARES S&P MID CAP 400 GROWTH ETF — Int/Div — M

IRA: ISHARES ‘1k S&P SMALL CAP 600 OGROWTHETF — Int/Div — [ama

IRA: FIDELITY GOVERNMENT CASH RESERVES — Int/Div

IRA: ISHARES S&P SMALLCAP 600 VALUE ETF — Int/Div — :

FIDELITY MSCI FINLS INDEX (EQUITY HELD BY jam IRA) — Int/Div — a

FwELIIY MSCI HEALTH CARE INDEX ETF (EQUITY HELD BY jm IRA} — Int/Div — hr — OR

FIDELITY MSCI INDL INDEX ETF (EQUITY HELD BY my IRA) — Int/Div — acd

FIDELITY MSCI ENERGY INDEX Ent (ECUITY HELD BY jl IRA) — Int/Div

FIDELisY MSCI REAL ESTA'1t: INDi:X ETF (EQUITY HELD BY fmm IRA) — Int/Div — Js

FIDELITY MSCI UTILS INDEX Et (EQUITY HELD BY [ani IRA) — Int/Div — wilds

FIDELY1Y MSCI MATLS INDEX ETF (EQUITY HELD BY (RA) — Int/Div

FIDELITY ROTH (EQUITY HELD BY EE ROTH IRA) — Int/Div — will

401K: BLACKROCK EQUITY INDEX CLASS R FUND — Int/Div — Pr

401K: VANGUARD EQUITY-INCOME ADM FUND — Int/Div — Ty — —

401K: AMERICAN CENTURY MID-CAP VALUE R6 FUND — Int/Div

401K: JANUS HENDERSON TRITON N FUND — Int/Div — To

401K: AMERICAN FUNDS EUROPACIFIC GROWTH R6 FUND — Int/Div — j . = — Les a eg Sn

401K:BS BANYAN II INVESTMENTS LLLP — Distribution — ve

RLS/TLH HUGHES-!, LLC — Distribution

President, Mindy A. Mora, P.A

Mindy A. Mora, P.A. as Partner, Bilzin Sumberg Baena Price & Axelrod LLP

Agreement — 12/11/2012 — Partnershp Agreement for Bilzin Sumberg Baena Price & Axelrod, LLP provides for vested retirement benefits due to Judge Mora i/a/o approximately $65,000.

Liability — Citibank, N.A — Bridge loan

Liability — Chase Sapphire — Credit Card

Income — 2016 — S CORPORATION INCOME (SEE PART VIII — S408.434.00

Income — 2017 — S CORPORATION INCOME (SEE PART VIID — $297 807.00

Income — 2018 — S CORPORATION INCOME (SEE PART VII — £24 500.00

Spouse's income — 2 — BES FL] ATE Th aT 3 = aE. FEE LT ET ye wise [CT Nd Re pl WA =

PART IIL: NON-INVESTMENT INCOME:

MINDY A. MORA OWNS 100% OF THE CAPITAL STOCK OF MINDY A. MORA, PA (PA). THE PA WAS A PARTNER IN THE LAW FIRM OF BILZIN

SUMBERG BAENA PRICE & AXELROD, LLP (BSBPA). ALL THE INCOME FROM BSBPA WAS REPORTED BY THE PA. MINDY A. MORA

REPORTS THIS INCOME AS SALARY AND S CORPORATION INCOME FROM MINDY MORA PA. THE 2018 S CORPORATION INCOME HAS BEEN

ESTIMATED BASED UPON THE BEST INFORMATION AVAILABLE BECAUSE THE 2018 BOOKS OF BSBPA HAVE NOT BEEN COMPLETED YET.