William J. Fisher

Schwab Markettrack All (SWEGX) — Int/Div

SPDR Dow Jones (DIA) — Int/Div

Altria Group Inc. (MO) — Int/Div

Donaldson Company (DCI) — Int/Div

Kraft Heinz Company (KHC) — Int/Div

McDonald's Corp. (MCD) — Int/Div

Mondolez (MDLZ) — Int/Div

Plizer Incorporated (PFE) — Int/Div

Phillip Morris International (PM) — Int/Div

Schwab S and P 500 Index Fund FD (SWPPX) — Int/Div

Health Savings Account (H)

Money Market Account (see part VIII) — Interest

Individual Retirement Account Plan (H)

Vanguard Institutional Index Plus — Int/Div

IRA (H)

Putmam Intemational Equity Class A — Int/Div

Pumam Growth Opptys — Int/Div

Columbia Seligman Global Technology Fund Class A (HGTX) — Int/Div

Columbia Select International Equity Fund Class A (NTAX) — Int/Div

Columbia Large Cap Growth Fund Class A (LEGAX) — Int/Div

Columbia Mid Cap Growth Fund Class A {CBSAX) — Int/Div

401K) (H)

Vanguard Target Retirement 2025 Retirement Plus — None

IRA (H)

Eaton Vance Funds Greater China Growth Fund — Int/Div

Charles Schwab Bank (bank account) — Interest

Pension Account (US Bank)

2010 Cash Balnace Plan — Interest

Cash Balance Plan (pre-2002) — Interest

Bank of America (bank account) — Interest

US Bank (bank accounts) — Interest

Schwab Brokerage/Sweep Account — Interest

Mass Mutual (whole life insurance) — Int/Div

US Bank — Int/Div — Buy

US Bank — Buy (add'l)

Schwab Intemational Equity (Y)

Schwab US Large Cap ETF (SCHX) (Y)

Schwab US Small Cap ETF (SCHA) (Y)

Commumty Faculty Member (similar to ad unct professor), Metropolitan State Lmiversaty

Liability — US Bank — credit cards mn the ordmary course

Reimbursement — Bankruptcy Judges — judges and attomeys - primarily educational — FI of LE A Coie A LPS A SE TARE in full

Income — 2018 — State of Minnesota (teaching at Metropolitan State University two Semesters) — $12,450.62

Spouse's income — 2018 — US Bank National Assocaition - salary

1. As to the 401K listed on line 23 of Part VII, my wife was told there were no dividends by the plan adminstrator (it seems unlikely there were no dividends but it

is possible dividends, if any, were reinvested).

2. As to the Money Market account listed on line 12 of Part VII, it is assumedly FDIC insured as the state adminstrator cannot identify a specific money market

account.

3. The cash plans listed on lines 27-29 apparently consist of cash to be paid upon my wife's retirement when she reaches a qualifying age. They are admistered

by her now former employer, US Bank, She also apparently has a vested a pension which will be paid by her former employer when she reaches a qualifying age

but there is no amount to be reported.

4. The stock in US Bank listed on lines 34-35 of Part VII was awarded to my wife by her former employer as part of compensation on the dates noted - she was

unaware of the acquisition until approx. February, 2019 and sold on or about 2/28/2019,

5. The items in lines 38-40 were owned by a dependent in 2017 but he was no longer a dependent in 2018,