Lena M. James

What was filed

American Express High Yield Savings — Interest

Charles Schwab Bank Checking — Interest

Wells Fargo Checking — Interest

Wells Fargo Savings — Interest

Wells Fargo Money Market — Interest

Charles Schwab Money Market — Int/Div — Sold (part)

Matthews China Fund — Int/Div — Sold (part)

DWS Emerging Mkt Equity Fund — Int/Div

RBC Micro Cap Value FD (RMVIX) — Int/Div

Schwab 1000 Index Fund (SNXFX) — Int/Div — Sold (part)

Schwab S&P S00 Index FD (SWPPX) — Int/Div — Sold (part)

Blackrock Euro Fund — Int/Div

Davis Real Estate Fund — Int/Div

DWS Latin American Equity Fund — Int/Div

Northeast Investor Trust Fund — Int/Div

PIMCO Emerging Market Bond Fund — Int/Div

Wells Fargo Advantage Asia Pacific FD — Int/Div

Vanguard FTSE Emerging Fund — Int/Div

Vanguard Growth Fund — Int/Div

Northwestern Mutual Whole Life — Int/Div

Vanguard Global Capital Market Cycles Fund — Int/Div

Vanguard Prime Money Mkt Fund — Int/Div — Sold (part)

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard REIT Index Fund Adm — Int/Div

Vanguard Retirement 2035 — Int/Div — Buy (add'l)

Vanguard Retirement 2035 — Buy (add'l)

Power of attorney, family member

Reimbursement — Middle District Bankruptcy Seminar — 4/12/18-4/14/18 — Durham, NC — Legal CLE (teach) — meals, lodging

Reimbursement — Turnaround Management Assoc of Carolinas — 1273/18 — Charlotte, NC — Teach — ransportanon

Spouse's income — 2018 — Winston-Salem Forsyth County Schools - salary

Spouse's income — 2018 — The Point College Preparatory and Leadership Academy - salary

Please note name chamge from Vanguard Precious Metals and Mining to Vanguard Capital Market Cycles Fund