Andrew T. Baxter

Chase (Accounts) — Interest

ally (Account) — Interest

H) NY's 529 College Savings Program (Accounts)

Interest Accumulation Portfolio {Bloomberg Barclays Index Fund) — Buy (add'l)

Interest Accumulation Portfolio (Bloomberg Barclays Index Fund) — Interest — Sold (part)

MH) Trust 21

First Citizens Community Bank (Dep Acct) — Interest

Charles Schwab Bank, High Yield Investor Checking — Interest — Open

Charles Schwab, Schwab One Trust Account — Interest — Open

Schwab Value Advantage Money Fund Investor Shares (SWVXX ) — Int/Div — Buy

Schwab U.S. Broad Market ETF (SCHB) — Int/Div — Buy

Vanguard High Dividend Yield Index Fund ETF (*"VYM") — Int/Div — Buy

Real Estate Parcel 21, Potter Cty., PA — Rovalty

Real Estate Parcel #2, Potter Cty., PA — None

Real Estate Parcel #3, Potter Cty., PA (wi wus lease) — Rovalty

Real Estate Right of Way, Potter Cty., PA — None

Trust #2 — Int/Div

1/4 mterest im Ameritas Life Ins. Co. whole life policy #1 — Int/Div

1/4 interest in Ameritas Life Ins. Co. whole life policy #2 — Int/Div

1/4 interest m Ameritas Life Ins. Co. whole life policy #3 — Int/Div

1/4 mterest in Ameritas Life Ins. Co. whole life policy #4 — Int/Div

1/4 mterest m Ameritas Life Ins. Co. whole life policy #5 — Int/Div — Matured

1/4 interest in Ameritas Life Ins. Co. whole life policy #6 — Int/Div — Expired

1/4 interest m MONY Life Ins. Co. (AXA) whole life policy — Int/Div

Real Estate Parcel #4, Potter County, PA — None

Co-Trustee (1 of 4), Trust £1

Vice President, Princeton Alumni Association of Central New York

Reimbursement — Education Progra rum, Law and Economics Center — Educational Program — WE hi A Sein Ai ~ Cah} J lodging

Asset #4 3-5: Additional contribution made to college savings plan, then withdrawal paid towards graduate school tuition for non-depenent child. Interest income

for asset is shown only on line 5,

Asset #4 8-9: Charles Schwab accounts opened with gift of funds from a relative and transfer from the trust's First Citizens account.

Asset # 13: Income consisted of one-time royalty for sub-surface natural gas rights from JKLM Energy, LLC.

Asset # *15: Income consists of royalty on natural gas storage lease from National Fuel Gas Supply Corp.

Asset # *16: The value of the right of way relating to other parcels in Potter County, PA was purchased, on 8/16/2004, for $2,500 by the donor to the trust, a

relative.

Asset # *1T: Trust # 2 is a trust created and owned by relatives other than the reporting judge, his spouse, or any dependent child and neither the reporting judge,

his spouse, nor any dependent child have knowledge of the holdings or source of income of Trust # 2, The reported income range represents the gross distribution

to the reporting judge. The distribution included between $5,001-815,000 m taxable income and dividends, with the balance spparently representing distribution

of principal or other non-taxable income. The reporting judge has been advised that Trust # 2 was liquated in 2018.

Assets #4 *18-21, 24: 100% cash value and dividends reported, although reporting judge owns 1/4 interest in policies (on the life of a living relative),

Asset # 22: Life insurance policy on the life of a living relative matured. Gross distribution to the reporting judge was greater than the taxable amount, which was

in the range of $1,001-$2,500.

Asset # 23: Life insurance policy paid death benefit on the life of a relative who died during 2018, 1/4 of which was paid to the reporting judge.