Christopher P. Tuite

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (WHOLE) — Int/Div

AGIRA INVESTMENT LLC — None

35401 BELL BLVD. REALTY CORP. (1/3 interest) — istnibution

IRAZI(H)

AMERICAN BALANCED FUND CLASS C(BALCX) — Int/Div

BLACKROCK EQUITY DIVIDEND FUND CL C(MCDVX) — Int/Div

EUROPACIFIC GROWTH FUND CLASS C(AEPCX) — Int/Div

FIDELITY ADVISOR MID CAP 11 FUND CLASS C(FIICX) — Int/Div

FIDELITY ADVISOR NEW INSIGHTS FUND CLASS C (FNICX) — Int/Div

INTERNATIONAL GROWTH AND INCOME FUND CLASS CHIGICX)y — Int/Div

PIMCO TOTAL RETURN CLASS C (PTTCX) — Int/Div — Sold

PIMCO INCOME FUND CLASS C (PONCX) — Int/Div — Buy (add'l)

PIMCO SMALL CAP STOCKS PLUS AR STRATEGY FUND CL C(PCKCX) — Int/Div

BROKERAGE ACCOUNT #1 (H)

HCIGROUP INC COM (HCD — Int/Div

BROKERAGE ACCOUNT £2 (H)

HCIGROUP INC COM (HCH — Interest

Liability — Berkeley Preparatory School — Tuition

Spouse's income — 2018 — Women's Care Florida (salary)

Part VII, line 3: The 2018-2019 assessed value of the property as a whole is $1,289,000; the value code for our 1/3 interest is reflected in Column C(1).

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.