Autumn D. Spaeth

Wells Fargo (savings) (cash) (X) — Interest

Bank of America (cash) — Interest

New York Life Custom Whole Life Insurance — Int/Div

Rental Property #1, Aliso Viejo. CA — Reat

Com collection — None

Chevron Corp (CVX) (X) — Int/Div

IRA Z(H)

ABERDEEN STD SILVER ETF (SIVR) (FORMERLY SILVER TR SILVER SHS) — None

ISHARES GOLD TRUST ISHARES (IAL) — None

SPDR GOLD TR GOLD SHS (GLD) — None

CAMECO CORP COM NPV (CCH — Int/Div

SPROTT PHYSICAL GOLD TRUST (PHYS) — None

URANIUM ENERGY CORP (LEC) — None

GOLD - BLLLION BAR -- 5 0Z.(GBS5) — None

SILVER - SILVER BAR -- 100Z. (SB10A) — None

GOLD <- BLLLION BAR << 100Z.(GB1O) — None

RETIREMENT ACCT #1 (H)

Invesco Diversified Dividend Investor (LCEIX) — None

Vanguard Target Retirement Income Inv (VTINXD — None

Vanguard Total Bond Market Index Inv (BND) — None

Putnam Stable Value Fund 50 — None

RETIREMENT ACCT £2 (H)

Inv Govt & Agey Pri (AGPXX) — None

RETIREMENT ACCT #3 (H)

American Funds Capital World Growth Income RI (RWICX) — None — Sold

American Funds Interm Bd Fd of Amer R3 (RBOCX) — Int/Div — Sold

Lord Abbett Total Return RI (LTRRX) — Int/Div — Sold

American Funds 2040 Target Date Fd R3 (RCKTX) — None — Sold

BROKERAGE #1 (H)

ISHARES SILVER TR (SLV) — None

FIRST MAJESTIC SILVER CORP (AG) — None

UNITED HEALTH GROUP (UNH) — Int/Div

WHEATON PRECIOUS METALS CORP (WPM) — Int/Div

HSA Z(H)

Vanguard 500 Index (VOO) — None

Vanguard Equity Income (VEIPX) — None

Vanguard Wellington Fund (VWELX) — None

S529#1(H)

TIAA Principal Plus Interest Portfolio 2954 — None

529 #2 (H)

TIAA Principal Plus Interest Portfolio 2954 — None

Judicwl Board Member (current), Federal Bur Assocution - Orange County Chapter

Board of Directors (former), Federal Bar Association - Orange County Chapter

Board of Directors (former), Orange County Bar Association

Gift — Sheppard, Mullin, Richter & Hampton — Baseball Tickets — $1050.00

Liability — Nuvision Credit Union — Mortgage on Rental Property

Liability — FACTS Grant and Aud — Tuition Service

Income — 2018 — Smiley Wang-Ekvall LLP — $66,365.35

Spouse's income — 2018 — Episource LLC (salary)

Spouse's income — 2018 — Beacon Healthcare (salary)

Spouse's income — 2018 — Optum Services (deferred executive compensation)

Part 1, line 1: Trust #1 contains no reportable assets.

Part VII, line 3: "Dividend" is a term used by NYL to represent a partial return of premiums when there are excess funds generated by the pool of policy

holders. Tt is not indicative of underlying assets.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.