Susan K. Gauvey

JPMorgan Chase Bank (cash) — Interest — Exempt

Rental property, Glenview, IL — Reat

IRAZI(H)

FIDELITY GOVERNMENT MONEY MKT I(SPAXX) — Int/Div

FIDELITY 500 INDEX PREM FUND (FXAIX) — Int/Div

FIDELITY US. BOND INDEX PREM FUND (FXNAX) — Int/Div

VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS (VYM) — Int/Div

VANGUARD INDEX FDS S&P 500 (VOO) — Int/Div

VANGUARD INDEX FDS VANGUARD SMALL CAP (VB) — Int/Div

VANGUARD INDEX FDS VANGUARD TOTALSTK MKT ETF(VThH — Int/Div

VANGUARD BD INDEX FD INC LONG TERM BD ETF (BLV) — Int/Div

VANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF (BND) — Int/Div

TESLA INCCOM(TSLA) — None

IRA #2 (H)

TROWE PR BLUE CHIP GRWTH FD {TRBCX) — Int/Div

VANGUARD GRWTH & INC PORT (VONPX) — Int/Div

VANGUARD SPECIALIZED PORT REIT INDX (VGSIX) — Int/Div

RETIREMENT ACCT 21 (H)

Vang Primecap ADM (VPMAX) — Int/Div

JH Discpl Value R6 (JDVWX) — Int/Div

Metwest TOT RTN BD P(MWTSX) — Int/Div

Vang TOT Intl Stk IS (VGTSX) — Int/Div

Vang EXT Mkt Idx ISP (VEMPX) — Int/Div

Vang EXT Mkt Idx INS (VIELX) — Int/Div

Vanguard Inst Index (VINIX) — Int/Div

Vang Inst Index Plus (VIX) — Int/Div

Vang TOT BD Mkt Inst (VBTIX) — Int/Div

Blkrk LP Idx 2040 K (LIKKX) — Int/Div

Blkrk LP Idx 2050 K (LIPKX) — Int/Div

Blkrk LP Idx 2045 K (LIHKX) — Int/Div

403B ACCT #1 (H)

Vang Primecap ADM (VPMAX) — Int/Div

JH Discpl Value R6 (JDVWX) — Int/Div

Metwest TOT RTN BD P(MWTSX) — Int/Div

Vang TOT Intl Stk IS (VGTSX) — Int/Div

Vang EXT Mkt Idx ISP (VEMPX) — Int/Div

Vang Inst Index Plus (VIX) — Int/Div

Vang TOT BD Mkt Inst (VBTIX) — Int/Div

Blkrk LP Idx 2040 K (LIKKX) — Int/Div

Blkrk LP Idx 2050 K (LIPKX) — Int/Div

Blkrk LP Idx 2045 K (LIHKX) — Int/Div

BROKERAGE ACCT #1 (H)

ML BANK DEPOSIT PROGRAM (cash) — Interest

Abbvie Inc (ABBY) — Int/Div

Altria Group (MO) — Int/Div

Apple Inc (AAPL) — Int/Div

Archer Daniels Midland (ADM) — Int/Div

AT&T Inc(T) — Int/Div

Cisco Systems Inc (CSCO) — Int/Div

Motorola Solutions Inc (MSI) — Int/Div

AMERICAN INCOME FUND OF AMERICA UIFAFX) — Int/Div

AMERICAN GROWTH FUND OF AMERICA (GFAFX) — Int/Div

BLACKROCK ADV INTL FD A (BROAX) — Int/Div

BLACKROCK ADV LG CAP GRWTH FD A (BMCAX) — Int/Div

BLACKROCK BASIC VALUE FD INC A (MDBAX) — Int/Div

OPPENHEIMER GLOBAL OPPS FD SBI {LOPGIX) — Int/Div

TEMPLETON GRWTH FD INC A (TEPLX) — Int/Div

BROKERAGE ACCT 22 (H)

VANGUARD REIT ETF (VNQ) — Int/Div

VANGUARD TOT STK MKT ETF (VT) — None

TROWE PR EQ INC (PRFDX) — Int/Div

VANGUARD WINDSOR I FD (VWNFX) — Int/Div

VANGUARD TOT STK MKT INDX FD (VISMX) — Int/Div

BROKERAGE ACCT #3 (H)

WELLS FARGO EXPANDED BANK DEPOSIT (CASH) — Int/Div

AGILENT TECH INC (A) — Int/Div

AMEREN CORP (AEE) — Int/Div

BP PLC SPONS ADR (BP) — Int/Div

COCACOLA COMPANY (KO) — Int/Div

COCA-COLA EUROPEAN PARTNERS PLC (CCEM) — Int/Div

CONOCOPHILLIPS (COP) — Int/Div

DEERE & CO (DE) — Int/Div

DISNEY WALT COMPANY (DIS) — Int/Div

EXELON CORPORATION (EXC) — Int/Div

FORD MOTOR CO (F)(Y)

HEWLETT PACKARD ENTERPRISE CO (HPF) — Int/Div

HP INC (HPQ) — Int/Div

INTEL CORP(INTC) — Int/Div

KEYSIGHT TECHS INC (KEYS) — None

MICRON TECHNOLOGY INC (MU) — None

PROCTER & GAMBLE CO (PG) — Int/Div

VERIZON COMMUNICATIONS (V2) — Int/Div

INVESCO GROWTH & INCOME FD CL AACGIX) — Int/Div

INVESCO MID CAP GROWTH FD CL A {(VGRAX) — Int/Div

AB CAP FD INC RELATIVE VALUE FD CL A((CABDX) — Int/Div

COLUMBIA ACORN INTL FD CL A {LAIAX) — Int/Div

COLUMBIA FDS SER TR I MID CAP GROWTH FUND A (CBSAX) — Int/Div

EUROPACIFIC GROWTH FD CLASS A (AFPGX) — Int/Div

FIRST EAGLE GLOBAL INC GLOBAL FD CL A (SGENX) — Int/Div

GOLDMAN SACHS SMALL CAP VALUE FD CL A (GSSMX) — Int/Div

LORD ABBETT BD-DEB A (LBNDX) — Int/Div

OPPENHEIMER GLOBAL FD CL A {OPPAX) — Int/Div

PIONEER SER TR IV CLASSIC BALANCED FD CLASS A (AOBLX) — Int/Div

BROKERAGE 24 (H)

JPMORGAN TR Il MUN MONEY MKT FD 1 IMXX) (cash) — Int/Div

AMCAP FD A (AMCPX) — Int/Div

INCOME FD OF AMERICA (AMECX) — Int/Div

INVESTMENT CO AMER CL A (AIVSX) — Int/Div

PUTNAM EQUITY INCOME FUND NEW APEYAX) — Int/Div

BROKERAGE #5 (H)

NORTHERN SMALL CAP VALUE INOSGX) — Int/Div

NORTHERN INCOME EQUITY (NOIEX) — Int/Div

NORTHERN STOCK INDEX (NOSIX) — Int/Div

NORTHERN MONEY MARKET INORXX) — Int/Div

529 ACCT #1 (H)

BRIGHT START EQUITY PORTFOLIO — None

BRIGHT START INDEX EQUITY PORTFOLIO — None

BRIGHT START INDEX BALANCED PORTFOLIO — None

BRIGHT START INDEX FIXED INCOME PORTFOLIO — None

529 ACCT #2 (H)

BRIGHT START EQUITY PORTFOLIO — None

BRIGHT START INDEX EQUITY PORTFOLIO — None

BRIGHT START INDEX BALANCED PORTFOLIO — None

BRIGHT START INDEX FIXED INCOME PORTFOLIO — None

S29 ACCT #23 (H)

Bright Start Balanced Portfolio — None

Bright Start Fixed Income Portfolio — None

Bright Start Index Equity Portfolio — None

Bright Start Index Balanced Portfolio — None

Bright Start Index Fixed Income Portfolio — None

S29 ACCT 24 (H)

Bright Start Equity Portfolio — None

Bright Start Balanced Portfolio — None

Bright Start Fixed Income Portfolio — None

Bright Start Index Equity Portfolio — None

T Rowe Price Large-Cap Growth 529 Portfolio — None

Vanguard Explorer 529 Portfolio — None

Vanguard Total Intl Stock Index 529 Port — None

Vanguard Total Stock Mkt 529 Port — None

Board Member, Leadership Greater Chicago

Board Member, Northwestern Law School Alumni Club of Chicago

Board Member, Federal Bar Assocation, Chicago Chapter

Semor Advisory Council member, South Asian Bar Associabon

Committee Co-Chair, American Bar Association, Section of Linganon

Adpunct Professor, Northwestern University School of Law

Associates Board Member, Ravinia Festival

Sensei, Traditional Karate Club of Wilmette

Income — 2018 — Northwestern University School of Law (teaching) — S300.00

Spouse's income — 2018:2019 — Northwestern Lmversaty (salary teaching)

Part 111 A: No reportable income for 2017 or 2019.

The 529 accounts listed in Part VII do not allocate income to individual holdings. They are based in unit value as described on page 42 of the filing instructions.