Catherine J. Furay

Bank Account The Park Bank® — None — Closed

Bank Account Middleton Community Bank, wk/a Monona Bank — Interest

The Peoples Community Bancshares — Interest

Muzvah LLC — None

Bank Account Towne Bank — Interest

INVESTMENT ACCOUNT #1 (UBS): (H)

Cash (UBS) — Interest

ABBLTD(ABB) — Int/Div — Sold (part)

ABBLTD(ABB) — Sold (part)

ABBLTD(ABB) — Sold

Amenca Movil (AMX) — None — Sold (part)

Amenca Movil (AMX) — Sold (part)

Amenca Movil (AMX) — Sold

Amgen Inc. (AMGN) — Int/Div — Sold (part)

Amgen Inc. (AMGN) — Sold (part)

Apple Inc. (AAPL) — Int/Div — Sold (part)

Apple Inc. (AAPL) — Sold (part)

Banco Santander (SAN) — Int/Div — Sold (part)

Banco Santander (SAN) — Sold (part)

Banco Santander (SAN) — Sold (part)

Capital One Financial Corp (COF) — Int/Div — Sold (part)

Capital One Financial Corp (COF) — Sold (part)

Camival Corp New-Paired Stock (CCL) — Int/Div — Sold (part)

Camival Corp New-Paired Stock (CCL) — Sold (part)

Cisco Systems Inc. (CSCO) — Int/Div — Sold (part)

Cisco Systems Inc. (CSCO) — Sold (part)

Cisco Systems Inc. (CSCO) — Sold (part)

Citigroup Inc. (C) — Int/Div — Sold (part)

Citigroup Inc. (C) — Sold (part)

Coca Cola Co. (KO) — Int/Div — Sold (part)

Diageo PLC New (DEO) — Int/Div — Sold (part)

Diageo PLC New (DEO) — Sold (part)

Duke Energy Corp (DUK) — Int/Div — Buy (add'l)

Duke Energy Corp (DUK) — Sold (part)

Eaton Corp PLC (ETN) — Int/Div — Sold (part)

Eaton Corp PLC (ETN) — Sold (part)

Eaton Corp PLC (ETN) — Sold (part)

Eaton Corp PLC (ETN) — Sold

Exxon Mobil Corp (XOM) — Int/Div — Buy (add'l)

Exxon Mobil Corp (XOM) — Sold (part)

Ford Motor Co. (F) — Int/Div — Buy (add'l)

Ford Motor Co. (F) — Sold (part)

Ford Motor Co. (F) — Sold

Halliburton Co. (HAL) — None — Sold

HSBC Holdings (HSBC) — Int/Div — Sold (part)

HSBC Holdings (HSBC) — Sold (part)

HSBC Holdings (HSBC) — Sold

McDonald's Corp. (MCD) — Int/Div — Sold (part)

McDonald's Corp. (MCD) — Sold (part)

Merck & Co Inc. (MRK) — Int/Div — Buy (add'l)

Merck & Co Inc. (MRK) — Sold (part)

Microsoft Corp. (MSFT) — Int/Div — Sold (part)

Microsoft Corp. (MSFT) — Sold (part)

Mondelez Intemational Inc. (MDLZ) — Int/Div — Buy (add'l)

Mondelez Intemational Inc. (MDLZ) — Sold (part)

Nestle (NSRGY) — Int/Div — Sold (part)

Nestle (NSRGY) — Sold (part)

Oracle Corp. (ORCL) — Int/Div — Sold (part)

Oracle Corp. (ORCL) — Sold (part)

Qualcomm Inc. (QCOM) — Int/Div — Buy (add'l)

Qualcomm Inc. (QCOM) — Sold (part)

Sanofi Spon ADR (SNY) — Int/Div — Buy (add'l)

Sanofi Spon ADR (SNY) — Sold (part)

Unilever NV (UN) — Int/Div — Sold (part)

Unilever NV (UN) — Sold (part)

Walt Disney Co. (DIS) — Int/Div — Buy (add'l)

Walt Disney Co. (DIS) — Sold (part)

Western Umion (WU) — Int/Div — Buy (add'l)

Western Umion (WU) — Sold (part)

Westpac Banking Lid. (WBK) — Int/Div — Buy (add'l)

Westpac Banking Lid. (WBK) — Sold (part)

Westpac Banking Lid. (WBK) — Sold

Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Int/Div — Sold (part)

Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Sold (part)

Wisdomtree Emergmg Markets ETF (DGS) — Int/Div — Sold (part)

Wisdomtree Emergmg Markets ETF (DGS) — Sold (part)

SPDR Nuveen Barclays Municipal ETF {TF — Int/Div — Buy (add'l)

SPDR Nuveen Barclays Municipal ETF {TF — Sold (part)

Vaneck Vectors ETF High Yield Municipal (HYD) — Int/Div — Buy (add'l)

Vaneck Vectors ETF High Yield Municipal (HYD) — Sold (part)

VISA Inc. (V) — Int/Div — Sold (part)

VISA Inc. (V) — Sold (part)

Monsanto Co, (MON) — Int/Div — Sold (part)

Monsanto Co, (MON) — Sold

Starbucks Corp. (SBUX) — Int/Div — Sold (part)

Ishares MSCI ACWI(ACWD — Int/Div — Sold (part)

Ishares MSCI ACWI(ACWD — Buy (add'l)

SPDR Nuveen Barclays Short-Term Muni (SHM) — Int/Div — Buy (add'l)

SPDR Nuveen Barclays Short-Term Muni (SHM) — Sold (part)

Blackrock (BLK) — Int/Div — Buy

Blackrock (BLK) — Sold

Eastman Chemical (EMN) — Int/Div — Buy

Eastman Chemical (EMN) — Sold

General Electric (GE) — Int/Div — Buy

General Electric (GE) — Sold (part)

General Electric (GE) — Sold

iShares Core S&P S00 ETV (IVV) — Int/Div — Buy

Roval Dutch Shell (RDSA) — Int/Div — Buy

Roval Dutch Shell (RDSA) — Sold (part)

IRA £1 (UBS): (H)

Cash (UBS) — Interest

Abb Ltd Spon Adr (ABB) — Int/Div — Sold (part)

Abb Ltd Spon Adr (ABB) — Buy (add'l)

America Movil (AMX) — Int/Div — Sold (part)

America Movil (AMX) — Sold (part)

Amgen Inc. (AMGN) — Int/Div — Sold (part)

Amgen Inc. (AMGN) — Buy (add'l)

Apple Inc. (AAPL) — Int/Div — Sold (part)

Apple Inc. (AAPL) — Buy (add'l)

Banco Santander (SAN) — Int/Div — Sold (part)

Banco Santander (SAN) — Sold (part)

Banco Santander (SAN) — Buy (add'l)

Capital One Financial Corp (COF) — Int/Div — Sold (part)

Capital One Financial Corp (COF) — Buy (add'l)

Camival Corp New-Paired Stock (CCL) — Int/Div — Sold (part)

Camival Corp New-Paired Stock (CCL) — Buy (add'l)

Cisco Systems Inc. (CSCO) — Int/Div — Sold (part)

Cisco Systems Inc. (CSCO) — Sold (part)

Cisco Systems Inc. (CSCO) — Buy (add'l)

Citigroup Inc. (C) — Int/Div — Sold (part)

Citigroup Inc. (C) — Buy (add'l)

Coca Cola Co. (KO) — Int/Div — Buy (add'l)

Coca Cola Co. (KO) — Buy (add'l)

Diageo PLC New GB Spon ADR (DEO) — Int/Div — Sold (part)

Diageo PLC New GB Spon ADR (DEO) — Buy (add'l)

Duke Energy Corp (DUK) — Int/Div — Buy (add'l)

Duke Energy Corp (DUK) — Buy (add'l)

Eaton Corp PLC (ETN) — Int/Div — Sold (part)

Eaton Corp PLC (ETN) — Sold (part)

Eaton Corp PLC (ETN) — Sold

Exxon Mobil Corp (XOM) — Int/Div — Buy (add'l)

Exxon Mobil Corp (XOM) — Buy (add'l)

Ford Motor Co. (F) — Int/Div — Buy (add'l)

Ford Motor Co. (F) — Buy (add'l)

General Electric Co. (GE) — Int/Div — Buy (add'l)

General Electric Co. (GE) — Sold

Halliburton Co. (HAL) — None — Sold

HSBC Holdings PLC New GB Spon ADR (HSBC) — Int/Div — Sold (part)

HSBC Holdings PLC New GB Spon ADR (HSBC) — Sold (part)

HSBC Holdings PLC New GB Spon ADR (HSBC) — Buy (add'l)

McDonald's Corp. (MCD) — Int/Div — Sold (part)

McDonald's Corp. (MCD) — Buy (add'l)

Merck & Co Inc. New Com (MRK) — Int/Div — Buy (add'l)

Merck & Co Inc. New Com (MRK) — Buy (add'l)

Microsoft Corp. (MSFT) — Int/Div — Sold (part)

Microsoft Corp. (MSFT) — Buy (add'l)

Mondelez Intemational Inc. (MDLZ) — Int/Div — Buy (add'l)

Mondelez Intemational Inc. (MDLZ) — Buy (add'l)

Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — Int/Div — Sold (part)

Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — Buy (add'l)

Oracle Corp. (ORCL) — Int/Div — Sold (part)

Oracle Corp. (ORCL) — Buy (add'l)

Qualcomm Inc. (QCOM) — Int/Div — Buy (add'l)

Qualcomm Inc. (QCOM) — Buy (add'l)

Sanofi Spon ADR (SNY) — Int/Div — Buy (add'l)

Sanofi Spon ADR (SNY) — Buy (add'l)

Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div — Buy (add'l)

Schlumberger Ltd. Netherlands Antilles (SLB) — Buy (add'l)

Unilever NV Y SHS New Netherlands Spon ADR (UN) — Int/Div — Sold (part)

Unilever NV Y SHS New Netherlands Spon ADR (UN) — Buy (add'l)

Walt Disney Co. (DIS) — Int/Div — Buy (add'l)

Walt Disney Co. (DIS) — Buy (add'l)

Western Union Co (WLU) — Int/Div — Buy (add'l)

Western Union Co (WLU) — Buy (add'l)

Westpac Banking Lid Spon ADR Australia ADR (WBK) — Int/Div — Buy (add'l)

Westpac Banking Lid Spon ADR Australia ADR (WBK) — Buy (add'l)

Wisdomtree Emergmg Markets High Divid Fund ETF (DEM) — Int/Div — Sold (part)

Wisdomtree Emergmg Markets High Divid Fund ETF (DEM) — Buy (add'l)

Wisdomtree Emerging Markets ETF (DGS) — Int/Div — Sold (part)

Wisdomtree Emerging Markets ETF (DGS) — Buy (add'l)

Blackstone Group Lp (BX) — Int/Div — Sold (part)

Blackstone Group Lp (BX) — Buy (add'l)

Ishares Core U.S. Aggregate Bond ETF (AGG) — Int/Div — Buy (add'l)

Pimco 0-5 High Yield Corp. Bond Index ETF (HYS) — Int/Div — Buy (add'l)

Powershares Senior Loan (BKLN) — Int/Div — Buy (add'l)

Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Int/Div — Buy (add'l)

Visa Inc. (V) — Int/Div — Sold (part)

Visa Inc. (V) — Buy (add'l)

Monsanto Co. (MON) — Int/Div — Sold (part)

Monsanto Co. (MON) — Sold

Daimler AG Unsponsored ADR (DMLRY) — None — Sold

Glaxo SmithKline PLC ADR (GSK) — Int/Div — Buy (add'l)

Glaxo SmithKline PLC ADR (GSK) — Buy (add'l)

Johnson Ctls Intl PLC (JCD — Int/Div — Buy (add'l)

Johnson Ctls Intl PLC (JCD — Buy (add'l)

Roche Hidg Ltd Spons ADR Switz ADR (RHHBY) — Int/Div — Buy (add'l)

Roche Hidg Ltd Spons ADR Switz ADR (RHHBY) — Buy (add'l)

Starbucks Corp (SBUX) — Int/Div — Buy (add'l)

Starbucks Corp (SBUX) — Buy (add'l)

VF Corp (VFC) — Int/Div — Sold (part)

VF Corp (VFC) — Sold

Ishares Short-Term Corporate Bond Fund (ISGB)* — Int/Div — Buy

Anheuser Busch Inbeyv Spon ADR (BUD) — Int/Div — Buy

Anheuser Busch Inbeyv Spon ADR (BUD) — Buy (add'l)

Blackrock Inc (BLK) — Int/Div — Buy

Blackrock Inc (BLK) — Buy (add'l)

Blackrock Inc (BLK) — Buy (add'l)

Daimler AG Spon ADR (DDAIY) (X) — Int/Div — Buy (add'l)

Daimler AG Spon ADR (DDAIY) (X) — Buy (add'l)

Eastman Chemical Co. (EMN) — Int/Div — Buy

Eastman Chemical Co. (EMN) — Buy (add'l)

Ingersoll-Rand PLC (IR) — Int/Div — Buy

Ingersoll-Rand PLC (IR) — Buy (add'l)

Royal Dutch Shell PLC CL A Spon ADR (RDSA) — Int/Div — Buy

Royal Dutch Shell PLC CL A Spon ADR (RDSA) — Buy (add'l)

Tencent (TCEHY) — Int/Div — Buy

Tencent (TCEHY) — Buy (add'l)

Telefonica S A Spon ADR (TEF) — Int/Div — Buy

Telefonica S A Spon ADR (TEF) — Buy (add'l)

IRA #2 (UBS): (H)

Cash (UBS) — Interest

Abb Ltd Spon Adr (ABB) — Int/Div — Sold (part)

Abb Ltd Spon Adr (ABB) — Buy (add'l)

Amenca Movil (AMX) — None — Sold (part)

Amenca Movil (AMX) — Sold

Amgen Inc. (AMGN) — Int/Div — Sold (part)

Amgen Inc. (AMGN) — Buy (add'l)

Apple Inc. (AAPL) — Int/Div — Sold (part)

Apple Inc. (AAPL) — Buy (add'l)

Banco Santander (SAN) — Int/Div — Sold (part)

Banco Santander (SAN) — Sold (part)

Banco Santander (SAN) — Buy (add'l)

Capital One Financial Corp (COF) — Int/Div — Sold (part)

Capital One Financial Corp (COF) — Buy (add'l)

Camival Corp New-Paired Stock (CCL) — Int/Div — Sold (part)

Camival Corp New-Paired Stock (CCL) — Buy (add'l)

Cisco Systems Inc. (CSCO) — Int/Div — Sold (part)

Cisco Systems Inc. (CSCO) — Sold (part)

Cisco Systems Inc. (CSCO) — Buy (add'l)

Citigroup Inc. (C) — Int/Div — Sold (part)

Citigroup Inc. (C) — Buy (add'l)

Coca Cola Co. (KO) — Int/Div — Buy (add'l)

Coca Cola Co. (KO) — Buy (add'l)

Diageo PLC New GB Spon ADR (DEQ) — Int/Div — Sold (part)

Diageo PLC New GB Spon ADR (DEQ) — Buy (add'l)

Duke Energy Corp. (DUK) — Int/Div — Buy (add'l)

Duke Energy Corp. (DUK) — Buy (add'l)

Eaton Corp PLC (ETN) — Int/Div — Sold (part)

Eaton Corp PLC (ETN) — Sold (part)

Eaton Corp PLC (ETN) — Sold

Exxon Mobil Corp (XOM) — Int/Div — Buy (add'l)

Exxon Mobil Corp (XOM) — Buy (add'l)

Ford Motor Co. (F) — Int/Div — Buy (add'l)

Ford Motor Co. (F) — Buy (add'l)

General Electric Co. (GE) — Int/Div — Buy (add'l)

General Electric Co. (GE) — Sold

Halliburton Co. (HAL) — None — Sold

HSBC Holdings PLC New GB Spon ADR. (HSBC) — Int/Div — Sold (part)

HSBC Holdings PLC New GB Spon ADR. (HSBC) — Sold (part)

HSBC Holdings PLC New GB Spon ADR. (HSBC) — Buy (add'l)

McDonald's Corp. (MCD) — Int/Div — Sold (part)

McDonald's Corp. (MCD) — Buy (add'l)

Merck & Co Inc. New Com (MRK) — Int/Div — Buy (add'l)

Merck & Co Inc. New Com (MRK) — Buy (add'l)

Microsoft Corp. (MSFT) — Int/Div — Sold (part)

Microsoft Corp. (MSFT) — Buy (add'l)

Mondelez Intemational Inc. (MDLZ) — Int/Div — Buy (add'l)

Mondelez Intemational Inc. (MDLZ) — Buy (add'l)

Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — Int/Div — Sold (part)

Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — Buy (add'l)

Oracle Corp. (ORCL) — Int/Div — Sold (part)

Oracle Corp. (ORCL) — Buy (add'l)

Qualcomm Inc. (QCOM) — Int/Div — a

Qualcomm Inc. (QCOM) — Buy (add'l)

Sanofi Spon ADR (SNY) — Int/Div — Buy (add'l)

Sanofi Spon ADR (SNY) — Buy (add'l)

Schlumberger Lid. Netherlands Antilles (SLB) — Int/Div — Buy (add'l)

Schlumberger Lid. Netherlands Antilles (SLB) — Buy (add'l)

Unilever NV Y SHS New Netherlands Spon ADR (UN) — Int/Div — Sold (part)

Unilever NV Y SHS New Netherlands Spon ADR (UN) — Buy (add'l)

Walt Disney Co. (DIS) — Int/Div — Buy (add'l)

Walt Disney Co. (DIS) — Buy (add'l)

Western Umon Co (WLU) — Int/Div — Buy (add'l)

Western Umon Co (WLU) — Buy (add'l)

Westpac Banking Ltd Spon ADR Australia ADR (WBK) — Int/Div — Buy (add'l)

Westpac Banking Ltd Spon ADR Australia ADR (WBK) — Buy (add'l)

Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Int/Div — Sold (part)

Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Buy (add'l)

Wisdomtree Emergmg Markets ETF (DGS) — Int/Div — Sold (part)

Wisdomtree Emergmg Markets ETF (DGS) — Buy (add'l)

Blackstone Group Lp (BX) — Int/Div — Sold (part)

Blackstone Group Lp (BX) — Buy (add'l)

Ishares Core U.S. Aggregate Bond ETF (AGG) — Int/Div — Buy (add'l)

Pimeo 0-5 High Yield Corp. Bond Index ETF (HYS) — Int/Div — Buy (add'l)

Powershares Senior Loan (BKLN) — Int/Div — Buy (add'l)

Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Int/Div — Buy (add'l)

Visa Inc. (V) — Int/Div — Sold (part)

Visa Inc. (V) — Buy (add'l)

Monsanto Co. (MON) — Int/Div — Sold (part)

Monsanto Co. (MON) — Sold

Daimler AG Spon ADR (DDAIY)* — Int/Div — Sold (part)

Daimler AG Spon ADR (DDAIY)* — Buy (add'l)

Daimler AG Spon ADR (DDAIY)* — Buy (add'l)

Glaxo Smithkline PLC ADR (GSK) — Int/Div — Buy (add'l)

Glaxo Smithkline PLC ADR (GSK) — Buy (add'l)

Johnson Ctls Intl PLC (JCD — Int/Div — Buy (add'l)

Johnson Ctls Intl PLC (JCD — Buy (add'l)

Roche Hldg Ltd Spons ADR Switz (RHHBY) — Int/Div — Buy (add'l)

Roche Hldg Ltd Spons ADR Switz (RHHBY) — Buy (add'l)

Starbucks Corp (SBUX) — Int/Div — Buy (add'l)

R11] — Buy (add'l)

VF Comp (VFC) — Int/Div — Sold (part)

VF Comp (VFC) — Sold

Ishares Short-Term Corporate Bond ETF (ISGB)* — Int/Div — Buy (add'l)

Anheuser Busch Inbev Spon ADR (BUD) — Int/Div — Buy

Anheuser Busch Inbev Spon ADR (BUD) — Buy (add'l)

Blackrock Inc. (BLK) — Int/Div — Buy

Blackrock Inc. (BLK) — Buy (add'l)

Blackrock Inc. (BLK) — Buy (add'l)

Eastman Chemical Co. (EMN) — Int/Div — Buy

Eastman Chemical Co. (EMN) — Buy (add'l)

Ingersoll-Rand PLC (IR) — Int/Div — Buy

Ingersoll-Rand PLC (IR) — Buy (add'l)

Royal Dutch Shell PLC CL A Spon ADR (RDSA) — Int/Div — Buy

Royal Dutch Shell PLC CL A Spon ADR (RDSA) — Buy (add'l)

Tencent (TCEHY) — Int/Div — Buy

Tencent (TCEHY) — Buy (add'l)

Telefonica S A Spon ADR (TEF) — Int/Div — Buy

Telefonica S A Spon ADR (TEF) — Buy (add'l)

Extendquip LLC — None

State of Wisconsin Life Insurance — Int/Div

Wisconsin Retirement System Dept of Emplovee Trust Funds — Interest

IRA #3 (UBS): (H)

Cash (LBS) — None

Barclays Bank PLC Trigger PS DXJ — None — Redeemed

UBS AG Trigger PS EM EQTY BSKT — None — Redeemed

Goldman Sachs Group, Inc. Airbag PS LKX — None — Redeemed

Credit Suisse AG Airbag PS SPTSX60 — None

JP Morgan Chase Financial T-1SS SPX — None

GS Finance Corp T-SS SPX — None

Barclays Bank T-Gears SPX — None — Buy

Barclays PLC T-Gears VWO — None — Buy

GS Fmance T-Gears SXSE — None — Buy

HSBC USA CT-Gears SPX — None — Buy

Roval Bank of Canada CT-Gears SXSE — None — Buy

IRA #3 (UBS): (H)

Cash (UBS) — Interest

Barclays Bank PLC Trigger PS DXJ — None — Redeemed

UBS AG Trigger PS EM EQTY BSKT — None — Redeemed

Goldman Sachs Group, Inc. Airbag PS UKX — None — Redeemed

Credit Suisse AG Airbag PS SPTSX60 — None

JP Morgan Chase Financial T-1SS SPX — None

GS Finance Corp T-SS SPX — None

Barclays Bank T-Gears SPX — None — Buy

Barclays Bank T-Gears VWO — None — Buy

GS Fmance Corp T-Gears SXSE — None — Buy

HSBC USA CT-Gears SPX — None — Buy

Roval Bank of Canada CT-Gears SXSE — None — Buy

401k ACCOUNT (ING): (H)

Lincoln Financial Group Amnuity 401k* — Int/Div — Closed

IRA 45 (UBS): (H)

Cash (LBS) — None

ACAP Strategic Fund — Int/Div — Buy (add'l)

Skybridge Multi-Advisor — Int/Div — Buy (add'l)

Blackstone Real Estate — Int/Div — Buy

IRA 26 (UBS) (H)

Cash (UBS) — None

ACAP Strategic Fund — Int/Div

Skybridge Multi-Advisor — Int/Div

Committee Member, Villages of Bishops Bay Architectural Review Committee

Member of Board of Directors and Finance Committee; Treasurer, Umiversity of Wisconsin-Eau Claire Foundation Inc

Committee Member, Elections, Finance, and Online Learning Committees of the National Conference of Bankruptcy Judges

Chairman of the Board and Past-President of Certification Oversight Comm., Turnaround Management Association

Global TMA Board of Trustees Member, Tumaround Management Association

Education Advisory Commitee for Central States Bankruptcy Conference, Amencan Bankruptcy Institute

Liability — American Express — Credit Card

Liability — Amcrican Express — Credit Card

Liability — Visa — Credit Card

Reimbursement — Certification Oversight Committee Meeting

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10/27/18 - 1OVUV IR — San Antonio, TX — NCBJ 2018 Annual Meeting — Transportation, lodging

Income — 122018 — LexisNexis - compensation tor updating Construction Law treatise — S2.000.00

Spouse's income — 2018 — Stemnhilber Swanson, LLC - salary

Part V. Gifts. During 2018, friends sent me gifts of art, jewelry. and memorabilia. | have no reason to believe that any of these items exceeded the $375 limit. If |

should learn otherwise, 1 will amend this form.

Part VII. Investments and Trusts.

Line 192 - formerly Ishares 1-3 Year Credit Cond ETF (CS)

Line 291 - formerly Daimler AG Unsponsored ADR (DMLRY)

Line 304 - formerly Ishares 1-3 Yr Credit Bond ETF (CSJ)

Line 350 « This annuity was closed and the funds were transferred to IRA #5,