Ursula Mancusi Ungaro

Miami Federal Credit Umon Cash Account — Interest

Formerly:MectLife Advantage 3 Annuity Now: Brighthouse Vintage 3 (H)

American Funds Growth Fund — None — Sold

ClearBndge Vanable Aggressive Growth Portfolio — None — Sold

ClearBndge Vanable Dividend Strategy Portfolio — None — Sold

Hams Oakmark Intemational Portfolio — None — Sold

JPMorgan Small Cap Value Portfolio — None — Sold

Brighthouse/Aberdeen Emerging Markets Equity Portfolio — None — Sold

MFS Value Portfolio (Class A) — None — Sold

Neuberger Berman Genesis Portfolio — None — Sold

Templeton Foreign VIP Fund — None — Sold

Western Asset Management -Strategic Bond Opportunities — None — Sold

1035 Exchanged From Met to Lincoln Annuity (H)

AMERICAN FUNDS GROWTH FUND CLASS 4 — None — Buy

AMERICAN FUNDS GROWTH. INCOME FUND -CL — None — Buy

AMERICAN FUNDS INTERNATIONAL FUND -CL — None — Buy

AMERICAN FUNDS NEW WORLD FUND - CLASS — None — Buy

DELAWARE VIP SMALL CAP VALUE SVC CLA — None — Buy

DELAWARE VIP VALUE SERIES - SV( CLASS — None — Buy

FIDELITY VIP Il CONTRAFUND SERVICEC — None — Buy

FIDELITY VIP STRATEGIC INCOME PORTFOLI — None — Buy

FRANKLIN MUTUAL SHARES VIP FUND - CLAS — None — Buy

LVIP DIMENSIONAL INTL CORE EQUITY SV — None — Buy

LVIP DIMENSIONAL/'VANGUARD TOTAL BONDS — None — Buy

LVIP SSGA SMALL/MID CAP 200 - SV CL — None — Buy

LVIPTR PRICE GROWTH STOCK - SV CL — None — Buy

Lwvip Western Asset Core Bond Fund Serv — None — Buy

TEMPLETON GLOBAL BOND VIP FUND - CLASS — None — Buy

Meg Green Account - was SA Stone now Fidelity (H)

Fidelity Master Account — Int/Div

Regional Transn Dist Colo Sale — Interest

Texas St Bond — Interest — Sold

PA St Higher Edl — Interest

Ivy Tech Cmnty College — Interest

King Cnty Wash Swr Rev For — Interest

Mesa County Valley School District No 51 Grand Junction/ — Interest

New York St Dorm Auth S — Interest

Oregon St For Issues Did — Interest

Snohomish Cnty Wash Pub Util — Interest

West Virginia St Wir Dev — Interest

New York State Dormitory Authonit — Interest — Sold

Phoenix Ariz Civic Impt Cor — Interest

DFA US Core Equity 1 — Int/Div — Sold (part)

DFA US Large Company — Int/Div — Sold (part)

DFA US Small Cap — Int/Div — Sold (part)

DFA Intemational Small Company — Int/Div — Sold (part)

DFA Intemational Small Company — Sold (part)

DFA Intemational Small Company — Sold (part)

DFA Emerging Markets Small Cap — Int/Div — Sold (part)

DFA 5-Year Global Fixed-Income — Int/Div — Buy (add'l)

DFA 5-Year Global Fixed-Income — Sold (part)

Hurst Fuless Bedford Tex — Interest

Maricopa Cnty Anz Sch Dist — Interest

Reedy Creek Impt Dist — Interest

Vanguard Total International Bond — None — Sold (part)

Vanguard Total International Bond — Buy (add'l)

West Lafayette Ind Sch Bldg — Interest

DFA Cash position (X) — Int/Div

Connecticut St Revolving Fd Ge20775YDN3 — Interest — Buy

Franklin Cnty Wash Sch Dist No353442(°20 — Interest — Buy

iShares MSC EAFE Small-CapSCZ — None — Buy

iShares Russell 20000WM — None — Buy

HSBC Premier Savings Account — Interest

Liability — Foster Construction — Renovations

Part VI. The lability reported is a seperate loan utilized for home renovations to my personal residence. It is not part of my mortgage nor a home equity line of

credit.

Part VII Line 2 & 3 (H): The annuity held with MetLife Advantage 3 which became Brighthouse financial on March 6,2017 due to a spinoff, was exchanged on

June 14th,2018 to a new company known as Lincoln Financial via a 1035 exchange.

Part VII Lines 3-12: Unable to provide the breakdown of income per fund and gain/loss in the annuity since the statements do not provide this information.

Part VII Lines 14-28: Unable w provide the breakdown of income per fund in the annuity since the statements do not provide this information.

Part VII Line 19 (H): On October 12th, 2018 Meg Green and Associates changed their custodians from SA Stone Wealth Management to Fidelity.

Part VII: Line 54-55: In the Annual Report filed on April 17. 2019, | listed a Suntrust checking account at line 54 of Part VII and a Norther Trust checking

account at line 55 of Part VII. Neither account had a balance of $5000 or more at the end of the reporting period. Therefore, they were excepted from the reporting

requirements pursuant to Section 315 .20§ a) of the Guidance, As a consequence, | have deleted these accounts from Part VII in the Amended Report,

Additional Explanations: Although not required, | am reporting the following: I own a 1. | % limited partnership interest in Mt. Blue Ltd. Parmers which owns a

2.73% interest in another entity, the Shopping Center Partnership. 1 did not report this interest until 2010 because, during my entire tenure, it has never had a value

of $1,000 or more. In other words, there has not been a secondary market for my interest at any time during my service as a Disict Judge. However, it carries the

potential for a tax liability (the amount of which and timing I cannot predict), Although | am not obligated to report this interest as an asset | am continuing to

report it in an abudance of caution because I am concerned that some tax liability could arise in connection with this interest. It should be noted, however that I

have no information from the general partner and no information regarding the partnership from any other source. that suggests any current tax liability exposure. |

am relying simply on my knowledge of current economic conditions, my undestanding of the tax liabilities that can be associated with limited partnership interests

gemerally and my knowledge of the history of these entities,