David Peebles

Vanguard Prime Money Mkt. Fund (VMMXX) — Interest

Vanguard Target Retirement 2020 IVTWNX) — Int/Div

Vanguard Growth Index Fund (VIGAX) — Int/Div

Vanguard 500 Index Fund (VFIAX) — Int/Div

Vanguard SOP Index Fund (VFIAX) — Int/Div — Sold (part)

Vanguard Value Index Fund (VVIAX) — Int/Div

CISCO Systems, Inc. (CSCO) — Int/Div

Intel Corp. (INTC) — Int/Div

Nok Corp. (NOK) — Int/Div

Tramswitch Corp. (TXCCQ) — Int/Div

Walgreen Boots Alliance Inc. (WBA) fik/a Walgreen Co. — Int/Div

Bank of America Accounts — Interest

Summit FCU Accounts — Interest

Solvay Bank Accounts — Interest

Marshe, LLC — Int/Div

Upstate Med. Univ. Dept. of Med. Profit Sharing — Int/Div

Research Founda. of SUNY Retirem. Plan — Int/Div

Fidelity Select Portfolios Biotechnology Fund (FBIOX) — Int/Div

Marsico Inv. Fund - Focus Fund (MFOCX) — Int/Div

Vanguard Total Stock Mkt Index Inv, (IRA) — Int/Div

Research Foundation of SUNY optional Ret. Savings Acct. (No Control) — Int/Div

NY 529 College Savings Program (Age Based) Aggressive Growth Portfolio — Int/Div

NY 529 College Savings Program (Age Based) Aggresive Growth Portfolio — Int/Div

Verizon Communications (VZ) — Int/Div

The Financial Sel Sect. SPDR FD (XLF) — Int/Div

Public Storage 6%-Z (PSA.Z) — Int/Div

Pioneer Fundamental Growth (FUNYX) — Interest — Sold

Nextera Energy Inc. (NEE) — Int/Div

Merck & Co. New Com. (MRK) — Int/Div

shares US Aerospace & DEF EF1 (ITA) — Int/Div

Home Depot Inc. (HD) — Int/Div

Crown Castle Int'l Corp. (CCl) — Int/Div

CISCO Sys. Inc. (CSCO) — Int/Div

Anheuser Busch Inbev SA Spon (BUD) — Int/Div

Amgen lnc. (AMGN) — Int/Div

Founding Member, Albany Intellectual Property and Innovations American Inns of Court

Power of Attormey, I (Mother)

Gift — Albany Intellectual Property and Innovations Americans Inns of Court — Honorary Membership (dues, hike privileges) — $400.00

Liability — The Student Loan Corp. (Navient) — Student Loans

Liability — Chase Bank — Credit Card

Liability — Barclays Bank — Credit Card

Liability — Capital One — Credit Card

Spouse's income — 2018 — Upstate Department of Medicine, Syracuse, New York - Salary

Spouse's income — 2018 — Research Foundation of SUNY, Albany, New York - Salary

Spouse's income — 2018 — Self-Employed Expert Consultant ( Physician)