Philip H. Brandt

Bank of America - savings & checking accounts — Interest

Canada Life - whole life policy — Int/Div

USAA Subscriber Savings — Int/Div

NW Mutual Life - whole life policies — Int/Div

Stifel Bank Deposit Program - cash equivalent account — Interest

USAA Federal Savings - savings & checking accounts — Interest

Amencan Funds Growth Fund A — istrnibution — Buy (add'l)

Metropolitan Life Fixed Annuity — Distribution

Reimbursement — Bankruptcy Judges: American Bar Ass'n — 110222019 — Bankruptcy Judges Annual Meetiung

Finally, the deficiencies noted in the Committee's 12/11/2019 letter are addressed in this report, as approved in discussions with the Committee's ciunsel's office.

In Part VII:

- re line 5, the RBC account was closed out und the funds transferred to the Stifel account in connection with our financial advisor’s move to Stifel, Nicklaus & Co.

The the balance increase came from proceeds of the sale of our residence,

-re line 7, we also used proceeds of the residential sale to purchase the additional units,

if there are any changes from the time of filing this report to my separation date, | will update te report.