L. Paige Marvel

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — istmbution

USAA Fed. Savings Bank Accts, #1 — Interest

USAA Fed. Savings Bank Accts, #2 — Interest

MAT Bank accts. #1 — None

MET Bank accts. #2 — Interest

RBC Brokerage Acct. (H):

Shares. Adient PLC — Int/Div

Shares. AT&T Inc — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Common, Centerpoint Energy Inc — Int/Div

Common, Exxon Mobil Corp — Int/Div

Common, Fresenius Med Care Aktiengesellschaft ADR — Int/Div

Common, General Electric Co. — Int/Div — Sold

Shares, Johnson Controls Intl. PLC — Int/Div

Common. Medtronic PLC — Int/Div

Common. Nvent Electric PLC — Int/Div — from line 18)

Shares, Pentair PLC — Int/Div

Common. Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc. — Int/Div

Shares, TE Connectivity Ltd. — Int/Div

Shares, UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Int/Div — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Fidelity Taxable Account (H)

T Rowe Price Growth Stock Fund — Distribution — Buy (add'l)

T Rowe Price State Tax Free Inc. MD — Int/Div

Fidelity Government Money Market Fund — Int/Div

Fidelity Brokerage Rollover IRA (H)

Fidelity 500 Index Premium Class (formerly Spartan) — Distribution — Sold (part)

Fidelity Strategic Real Return — Distribution

Fidelity Contrafund — Distribution — Sold (part)

Fidelity Contrafund — Buy (add'l)

Fidelity Contrafund — Sold (part)

Fidelity Contrafund — Sold (part)

Fidelity Contrafund — Buy (add'l)

Fidelity Equity Income — Distribution — Sold (part)

Fidelity Equity Income — Sold (part)

Fidelity Equity Income — Buy (add'l)

Fidelity Equity Income — Buy (add'l)

Fidelity Equity Income — Buy (add'l)

Fidelity New Millenium — Distribution — Buy (add'l)

Fudehity Low Priced Stock — istmbution — Sold (part)

Fudehity Low Priced Stock — Sold (part)

Fidelity Select Med Technology & Devices — None — Buy

Fidelity Select Med Technology & Devices — Buy (add'l)

Fiudelity Select Biotechnology — Distribution — Sold (part)

Fiudelity Select Biotechnology — Buy (add'l)

Fiudelity Select Biotechnology — Sold (part)

Fairholme Fund — None — Sold (part)

Fairholme Fund — Sold

Oakmark Select — Distribution

T Rowe Price Health Sciences — istnbution — Sold (part)

T Rowe Price Health Sciences — Sold (part)

T Rowe Price Health Sciences — Sold (part)

Primecap Odyssey Growth Fund — Distribution — Buy

Primecap Odyssey Growth Fund — Buy (add'l)

T Rowe Price Cap Appreciation — istmbution — Buy (add'l)

T Rowe Price Equity Income — istmbution

T Rowe Price Equity Index S00 Fund — Distribution

T Rowe Price Intl Discovery Fund — Distribution — Sold (part)

T Rowe Price Intl Discovery Fund — Buy (add'l)

T Rowe Price New Asia — istmbution — Sold (part)

T Rowe Price New Asia — Buy (add'l)

T Rowe Price Emerging Markets Stock — istnbution — Sold (part)

T Rowe Price New Horizons FD Inc — Distribution — Buy (add'l)

T Rowe Price New Horizons FD Inc — Buy (add'l)

T Rowe Price New Horizons FD Inc — Buy (add'l)

T Rowe Price Science & Technology — None — Sold

T Rowe Price Small Cap Value Fund — Distribution — Buy (add'l)

T Rowe Price Mid Cap Value — Distribution — Buy (add'l)

Wasatch Ultra Growth — Distribution

Wasatch International Growth — Distribution — Buy (add'l)

Fidelity New Markets Income — Distribution

Fidelity GNMA Fund — Distribution

Fidelity Total Bond — Distribution — Buy (add'l)

Fidelity Government Income — Distribution

Loomis Savles Bond Retail — Distribution

Pinco Real Return Class D — Distribution

T Rowe Price High Yield Bond — Distribution

T Rowe Price Emerging Markets Bond Fund — Distribution

T Rowe Price US Treas Intermediate — Distribution

Vanguard Inflation Protected Secs ny — Int/Div

First Trust Chindia ETF — Int/Div

IShares MSCI Singapore Capped ETF — Int/Div — Sold

Invesco QQ TR Unit SER 1 (formerly Powershares) — Int/Div

Wisdomtree TR Emerging MKTS High — Int/Div

Common, Anavex Life Sciences Comp — None

Shares, Berkshire Hathaway Inc. CL B — None

Shares, Goldman Sachs Group Inc — Int/Div — Sold (part)

Common, Intrexon Corp. — None

Fidelity Cash Reserves — Int/Div — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed

Fidelity Cash Reserves — Sold (part)

Fidelity Traditional IRA Acct. (H):

Common, Berkshire Hathaway — None

Shares, Seaspan Corporation — Int/Div

Common, Intrexon Corp — None

Dreyfus Opportunisti Midcap Value CL A Fund — None — Sold (part)

Dreyfus Opportunisti Midcap Value CL A Fund — Sold (part)

Dreyfus Opportunisti Midcap Value CL A Fund — Sold

ETFMG Alternative Harvest ETF — Int/Div — Buy

IShares Tr Nasdaq Biotech Index Fund — Int/Div — Open

Invesco QQ Trust Unit Ser. (formerly Powershares) — Int/Div — Open

Teton Westwood Mighty Mites FD — Distribution

Fidelity Cash Reserves — Int/Div — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

RBC IRA Acct. (H):

Ishares Tr Nasdag Biotech Index Fund — None — Closed

Powershares QQQ Trust Unit Ser. 1 — None — Closed

Vanguard Rollover IRA (H):

Shares, Convertible Securities — Distribution — Buy (add'l)

Shares, Dividend Growth Fund — Distribution — Buy (add'l)

Shares, Wellesley Income Fund — Distribution — Buy (add'l)

Shares, Vanguard Information Technology FTF — Int/Div

Vanguard Federal Money Market Fund — Int/Div

RBC Jomt Brokerage Acct. (H)

Common, Apple, Inc — Int/Div — Closed

Common, Walt Disney Co. — Int/Div — Closed

Common. Tesla Motors Inc — None — Closed

US Govt. Money Market RBC Reserve Class — Int/Div — Sold (part)

US Govt. Money Market RBC Reserve Class — Closed

Fidelity Joint Brokerage Acct. (transf. from RBC)

Common, Apple, Inc — Int/Div — Open

Common, Walt Disney Co. — Int/Div — Open

Common, Walt Disney Co. — Sold (part)

Common. Tesla Motors Inc — None — Open

Common. Tesla Motors Inc — Sold (part)

Common. Tesla Motors Inc — Sold

Fidelity Govt. Money Market — Int/Div — Open

Fidelity Govt. Money Market — Buy (add'l)

Fidelity Govt. Money Market — Sold (part)

Fidelity Govt. Money Market — Sold (part)

Fidelity Govt. Money Market — Buy (add'l)

Fidelity Govt. Money Market — Sold (part)

Fidelity Investment Acct. (formerly USAA) (Hy

USAA Value Fund — None — Sold

USAA Nasdaq 100 Index Retail — None — Sold

USAA Science & Technology — None — Sold

Fidelity OTC Port — Distribution — Buy

Fidelity OTC Port — Buy (add'l)

Fidelity OTC Port — Buy (add'l)

Fidelity Select Software & IT SRVC — Distribution — Buy

Fidelity Select Software & IT SRVC — Buy (add'l)

Fidelity MMKT Premium Class — Int/Div — Buy

Fidelity Core Acct — Int/Div — Buy (add'l)

Fidelity Core Acct — Buy (add'l)

Fidelity Core Acct — Sold (part)

Fidelity Core Acct — Sold (part)

Fidelity Core Acct — Buy (add'l)

Fidelity Rollover IRA (H)

Fidelity NASDAQ Composite Index — Int/Div — Buy

Fidelity NASDAQ Composite Index — Sold

Fidelity New Millennium — Distribution — Buy

Fidelity New Millennium — Sold (part)

Fidelity Puritan — Distribution

Fudelity OTC Port — Distribution

Fidelity Select Health Care — istnbution — Buy

Fidelity Select Med Technology & Devices — Distribution

Fidelity Select Software & IT SRV( — Distribution — Buy

Fidelity Select Software & IT SRV( — Sold

T Rowe Price Blue Chip Growth Inc — Int/Div — Buy

T Rowe Price Dividend Growth — Int/Div — Buy

T Rowe Price Dividend Growth — Buy (add'l)

T Rowe Price QM US SML Cap Growth Equity — Distribution — Buy

T Rowe Price QM US SML Cap Growth Equity — Buy (add'l)

T Rowe Price QM US SML Cap Growth Equity — Sold

Fidelity New Markets Income — Int/Div — Buy (add'l)

Fidelity New Markets Income — Sold (part)

MFS Value Class A — istrnibution — Sold

USAA Value Fund Retail — None — Sold

USAA Science & Technology — None — Sold

Fidelity Capital & Income — Distribution

Fidelity Total Bond — Int/Div

Guggenheim Investment Grade Bond CL P — Int/Div — Buy

T Rowe Price Global MultiSector Bond Fund — Int/Div — Buy

Thompson Bond Fund — Int/Div — Buy

Vanguard High Yield Corp Investor CL — Int/Div — Buy

Vanguard Short Term Investment Grade Investor CL — Int/Div — Buy

Fidelity MMKT Premium Class — Int/Div — Buy

Fidelity MMKT Premium Class — Buy (add'l)

Fidelity MMKT Premium Class — Buy (add'l)

Fidelity MMKT Premium Class — Buy (add'l)

Fidelity MMKT Premium Class — Buy (add'l)

EFI Managers Tr Prime Cyber Security — Int/Div — Sold

Vanguard Sector Index FDS Health Care Vipers — Int/Div — Sold (part)

Vanguard Sector Index FDS Industrial Vipers — Int/Div — Sold (part)

Vanguard Sector Index FDS Info Technology Vipers — Int/Div — Sold (part)

Vanguard World FDS Vanguard Information Technology ETF — Int/Div — Sold (part)

Vanguard Intl Equity Index Fund Emerging Markets ETF — Int/Div — Sold

First TR PFD Secs & Income ETF — Int/Div — Sold

Vanguard Index FDS REIT ETF — Int/Div — Sold

Common, Amgen, Inc — Int/Div — Sold

Common, AT&T — None — Open

Common, AT&T — Sold

Common, Blackrock Energy & Res TR — Int/Div — Sold

Common. Bristol Myers Squibb — Int/Div — Sold

Common. Cohen & Steers Infrastructure — Distribution — Sold

Common. Gabelli Div& income TR — Int/Div — Sold

Common, Johnson & Johnson — Int/Div — Sold

Common, Eli Lilly & Co — Int/Div — Sold

Common, Microsoft Corp. — Int/Div — Sold

Common, Novartis A G Sponsored ADR — Int/Div — Sold

Common, Pembina Pipeline Corp. — Int/Div — Sold

Common, Pepsico Inc — Int/Div — Sold

Common, Sysco Corp. — Int/Div — Sold

Preferred, Citigroup Inc. DEP 6.87500% PFD — Int/Div — Sold

Common, Gladstone Com! Corp. — Int/Div — Sold

Shares, John Hancock Regional Bank CL A — Int/Div — Buy

Shares, John Hancock Regional Bank CL A — Sold

Pimco Dynamic Income FD — Int/Div — Open

Pimco Dynamic Income FD — Sold

Common, Verizon Communications — Open

Common, Verizon Communications — Sold

Common, BCE Inc — Int/Div — Open

Common, BCE Inc — Sold

Common. General Mills Inc — Int/Div — Open

Common. General Mills Inc — Sold

Core Account (FDIC Insured Bank Accts.) — Interest — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

Core Account (FDIC Insured Bank Accts.) — Sold (part)

bail — Sold (part)

bail — Buy (add'l)

bail — Sold (part)

bail — Buy (add'l)

bail — Buy (add'l)

bail — Sold (part)

Vanguard Investment Acct. (H):

Shares. Balanced Index Fund — Int/Div

Shares, Prime Money Mkt. Fund — Int/Div

Shares, Small-Cap Value Fund — Int/Div

Shares, Shares Technology ETF — Int/Div

529 Acct. - Vanguard (Child 1): Income Fund — Int/Div

REH Irrevocable Trust (H):

Promissory Note from Vicki A. Marvel, 6% — None — Distnbuted

M&T Money Market Acct — Interest — Distnbuted

LHH Revocable Trust (H):

Fidelity Roth IRA (H):

Shares, Fidelity Contrafund — None — Sold (part)

Shares, Fidelity Contrafund — Sold

Share, Fidelity Focused Stock Fund — None — Sold

Shares, Fidelity Select Biotechnology — Distribution — Sold

Shares, Fidelity OTC Port — None — Buy

Shares, Fidelity OTC Port — Sold

Shares, Fidelity Capital & Income — Int/Div — Buy

Shares, Fidelity Capital & Income — Sold

Fidelity Government Cash Reserves — Int/Div — Buy

Fidelity Government Cash Reserves — Distributed

M&T Money Market Acct. — Interest — Buy (add'l)

M&T Money Market Acct. — Buy (add'l)

M&T Money Market Acct. — Buy (add'l)

R11] — Sold (part)

TIC Fidelity Trust Acct (H).

Shares, Fidelity Capital & Income — Int/Div — Sold

Shares. Fidelity OTC Port — Int/Div — Sold

Shares, Fidelity Select Medical Equipment & System — Distribution — Sold

Fidelity Cash Reserves — Interest — Buy (add'l)

Fidelity Cash Reserves — Redeemed

Bank of Oklahoma (BOO) Checking Acct — Interest — Closed

Residence in Oklahoma — None — Open

Residence in Oklahoma — Sold

Partner, Parmership #1

Adpunct Professor, Georgetown University Law School - Graduate Tax Program

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — U.S. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory Umversity — Student Loans

Reimbursement — Tax Section Midyeas Meeting — (Travel, Lodging & remaining Food reimbursed by the Court)

Reimbursement — Tax Section May Meeting — (remaining Food reimbursed by the Court)

Reimbursement — New York University (NYU) — 06200 1806/22/18 — New York City, NY — Speuk at NYU Tax Controversy Forum — Travel, Lodging, Food

Reimbursement — Umiversity of San Dicgo Tax Conference — O7/1W18-0721/19 — San Diego, CA — Speak at and attend Annual Tax Conference — Travel, Lodging, Food

Reimbursement — California Tax Policy } Conference — 1A 1811/10/18 — San Jose, CA — Speak at and attend Annual Tax Conference — Travel, Lodging, Food

Income — 2018 — Georgetown University Law Center, Compensation for Teaching as adjunct faculty member — S6.000.00)

Spouse's income — 2018 — Maryland State Retirement Agency distribution (457 Plan)

Spouse's income — 2018 — National Fanci! Services (Fidelity Investments) distribution

Spouse's income — 2018 — Fidelity IRA distribution

2018 Report, part VII: For certain investments paying both capital gains distributions and dividends, the income has been aggregated and shown as distributions to

simplify reporting.

2018 Report, part VII, lines 129-130: These assets were formerly held im an RBC IRA account (reported on 2017 Report, limes 122-124). They were rolled over

to the existing Fidelity IRA account on March 9, 2018. The RBC IRA account is reported on the 2018 Report at lines 140-142 and uses the transaction code

"Closed" to reflect the transfer to Fidelity.

2018 Report, part VIL, lines 149-154 and lines 155-162: The assets previously held in an RBC investment accout were transferred to a newly opened Fidelity

account on March 19, 2018. The transaction code “Closed” is used to refer to the transfer out of RBC and the code "Open" 1s used to refer to the transfer mto the

new Fidelity account.

2018 Report, lines 168-171: In December 2017, 1 transferred all of the the assets in my USAA investment account to a newly established Fidelity investment

account (reported on lines 136-140 of the 2017 Report). 1 did not separately list the assets again in the Fidelity investment account but showed the change in the

header.

2018 Report, lines [83-276 : | rolled over my two IRA accounts at RBC and my IRA account at USAA to Fidelity in December 2017, and consolidated them

into a newly established Fidelity IRA Rollover account for convenience and ease of management, The effects of the rollover ure reflected in a new listing (as of

the 2017 Report) for the Fidelity IRA Rollover Account. On the 2017 Report, the transfer of each individual asset out of the old accounts was reflected by the

word “Closed” and the receipt of each individual asset by Fidelity was reflected by the word "Open”. The values shown on the 2017 Report were the values on the

dates that the assets were transferred from the old accounts to the new Fidelity account. No gain or loss is reported because the assets were not sold or otherwise

disposed of but were simply transferred between financial institutions. Any income earned and any purchases or sales made during 2017 were properly reported in

the accounts where the income was carmed and the purchases or sales were made. am including this history to remind the reader of the restructuring of my IRA

accounts in 2017.

2018 Report, lines 243, 245, 247, 249 - The assets on these lines were properly reported in the listing of assets in the RBC IRA accounts on my 2017 Report.

When creating the new listing of assets in the Fidelity Rollover account on my 2017 Report

(lines 194-249), however, 1 mistakenly used the Fidelity statement as of January 31, 2018, The assets shown on designated lines were sold from the new Fidelity

Rollover account in January 2018 and should have been included in the listing of assets held in the new Fidelity Rollover account on my 2017 Report. Because

the assets were simply transferred over but were erroneously not listed, | have used the term "Open" in column D.(1), and the date "01/01/18" in an effort to show

that they were in the account as of January |, 2018.

2018 Report, lines 283-285: The assets from this trust were distributed to the beneficiaries and the trust is now closed.

2018 Report, lines 286-310: LHH, the grantor of the trust, died in 2018. During 2018, most of the assets in the trust were converted to cash and distributed to the

beneficiaries. The only asset remaining as of December 31, 2018 is the balance in the account reported at line 298. My 2019 Report will show that the trust assets

remaining after expenses have been fully distributed.

2018 Report, line 310-311: This asset was not reported on prior reports because it was a personal residence in which the grantor of the trust lived. After her death

in 2018, the trust, which held title to the residence, sold the residence and the net proceeds were deposited into the trust bank account. As explained above, the

proceeds and other assets have been completely distributed to the beneficiaries.