Thomas M. DiGirolamo

WELLS FARGO ADVISORS #1

STANDARD BANK DEPOSIT — Interest

WELLS FARGO ADVISORS #2

STANDARD BANK DEPOSIT — Interest

TAX EXEMPT BOND FUND OF AMERICA FUND CLASS F1 — Dividend

WELLS FARGO ADVISORS MUNICIPAL ACCOUNT

STANDARD BANK DEPOSIT — Interest

PRINCE GEORGES CNTY MD CONS PUB IMPT SER A G/O LTD B\E DUE 9/15/24 — Interest — Sold

WASHINGTON SUBN SAN DIST MD CONS PUB IMPT G/O UNLTD B/E DUE 6/1/22 — Interest

BALTIMORE MD CONS PUB IMPT SER A G/O UNLTD B\E DUE 10/15/25 — Interest — Sold

MARYLAND ST ST & LOC FACS 1ST SER A BOOK ENTRY G/O DUE 3/1/25 — Interest

TALBOT CNTY MD RFDG PUB IMPT G/ O LTD B\E DUE 12/15/25 — Interest

ANNE ARUNDEL CNTY MD CONS WTR & SWR G/O LTD B\E DUE 4/1/26 — Interest

MD ST HLTH & HIGH EFA REV RFDG JOHNS HOPKINS UNIV SER A B/E DUE 7/1/26 — Interest

HARFORD CNTY MD GO CONS PUB IMPT BDS 2018 G/O UNLTD B/E DUE 9/15/26 — Interest

FREDERICK CNTY MD FOR ISSUES DTD PR TO 6/29/16 SEE 355694 DUE 2/1/27 — Interest

SEQUOIA CA UN HIGH SCH DIST ELECTION 2014 G/O B\E DUE 7/1/28 — Interest

WASHINGTON ST FOR ISSUES DTD PRIOR TO 2/5/13 RFDG MTR VEH F DUE 7/1/28 — Interest

MARYLAND ST DPT TRANSN CONS TRANSN REV B/E DUE 11/1/28 — Interest

BOSSIER CTY LA PUB IMPT SALES & USE TAX REV SER ST B/E DUE 12/1/28 — Interest

BALTIMORE MD REV RFDG WASTEWATER PJS SER B B/E DUE 7/1/29 — Interest

PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS G/O UNLTD B/E DUE 7/15/29 — Interest

NY ST DORM AUTH ST PERS INCOME TAX REV GEN PURP SER A B/E DUE 2/15/31 — Interest

ALBUQUERQUE BERN CNTY WTR UTIL AUTH NM JT WTR & SWR SYS REV DUE 7/1/31 — Interest

ANNE ARUNDEL CNTY MD CONS WTR SWR GO BDS 2018 G/O LTD B/E DUE 10/1/34 — Interest

DISTRICT OF COLUMBIA WTR & SWR AUTH PUB UTIL REV DUE 10/1/35 — Interest — Buy

WELLS FARGO ADVISORS IRA #1

STANDARD BANK DEPOSIT — Interest

ISHARES ETF RUSSELL 2000 — Dividend — Sold (part)

ISHARES ETF RUSSELL 2000 — Sold (part)

ISHARES CORE MSCI ETF EAFE ETF — Dividend — Buy (add'l)

ISHARES CORE MSCI ETF EAFE ETF — Sold (part)

ISHARES CORE S&P MID ETF ETF — Dividend — Buy (add'l)

ISHARES CORE S&P MID ETF ETF — Sold (part)

ISHARES CORE S&P 500 ETF S&P 500 INDEX FD — Dividend — Buy (add'l)

ISHARES CORE S&P 500 ETF S&P 500 INDEX FD — Sold (part)

ISHARES CORE S&P 500 ETF S&P 500 INDEX FD — Sold (part)

ISHARES CORE U.S. ETF AGGREGATE BOND — Dividend — Sold (part)

ISHARES CORE U.S. ETF AGGREGATE BOND — Buy (add'l)

ISHARES CORE U.S. ETF AGGREGATE BOND — Sold (part)

ISHARES CORE U.S. ETF AGGREGATE BOND — Sold (part)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Dividend — Sold (part)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

ISHARES CORE MSCI ETF EMERGING MARKETS ETF — Dividend — Buy (add'l)

ISHARES CORE MSCI ETF EMERGING MARKETS ETF — Sold (part)

DWS ENHANCED COMMODITY STRATEGY FUND INST — Dividend — Sold

DODGE & COX STK FD — Dividend — Sold (part)

DODGE & COX STK FD — Sold (part)

DODGE & COX STK FD — Buy (add'l)

INVESCO OPPENHEIMER GLOBAL OPPORTUNITIES FUND CLASS Y — Dividend — Buy

INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Buy

DODGE & COX FDS INTL STK FD — None — Sold (part)

DODGE & COX FDS INTL STK FD — Sold

HARTFORD GROWTH OPPORTUNITIES FUND CLASS 1 — None — Sold (part)

HARTFORD GROWTH OPPORTUNITIES FUND CLASS 1 — Sold

MAINSTAY MACKAY HIGH YIELD CORPORATE BOND FUND CLASS 1 — Dividend — Buy (add'l)

MAINSTAY MACKAY HIGH YIELD CORPORATE BOND FUND CLASS 1 — Sold (part)

MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Dividend — Buy (add'l)

MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Sold (part)

JPMORGAN TR II SMALL CAP GROWTH FUND CL L — Dividend — Buy

JPMORGAN TR I GROWTH ADVANTAGE FD I CL — Dividend — Buy

PRINCIPAL INV FUND REAL ESTATE SECS FD CL INSTL — Dividend — Buy

VANGUARD WORLD FD INTL GROWTH FD ADMIRAL SHS — Dividend — Buy

BROOKFIELD INVT FUNDS GLOBAL LISTED REAL ESTATE FD CL Y — Dividend — Sold

SMALLCAP WORLD FD INC CL F2 — None — Sold (part)

SMALLCAP WORLD FD INC CL F2 — Sold (part)

SMALLCAP WORLD FD INC CL F2 — Sold

TEMPLETON INCOME TR GLOBAL BD FD ADVISOR CL — Dividend — Sold

UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L — None — Sold (part)

UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L — Sold (part)

UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L — Sold

VAN ECK FUNDS EMERGING MARKETS FUND CLASS Y — None — Sold (part)

VAN ECK FUNDS EMERGING MARKETS FUND CLASS Y — Sold

GOLDMAN SACHS ETF TR ETF ACTIVEBETA US LARGE CAP EQUITY ETF — Dividend — Buy

GOLDMAN SACHS ETF TR ETF ACTIVEBETA US LARGE CAP EQUITY ETF — Sold (part)

GOLDMAN SACHS ETF TR ETF ACTIVEBETA US LARGE CAP EQUITY ETF — Sold

JENSSEN PORTFOLIO INC CLASS I SHS — Dividend — Buy

JENSSEN PORTFOLIO INC CLASS I SHS — Sold (part)

JENSSEN PORTFOLIO INC CLASS I SHS — Sold

WELLS FARGO ADVISORS IRA #2

STANDARD BANK DEPOSIT — Interest

DWS ENHANCED COMMODITY STRATEGY FUND INST — Dividend — Buy (add'l)

DWS ENHANCED COMMODITY STRATEGY FUND INST — Buy (add'l)

DWS ENHANCED COMMODITY STRATEGY FUND INST — Sold

BLAIR WILLIAM FDS INTL GROWTH FD CL 1 — None — Sold

CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Dividend — Buy (add'l)

CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)

CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)

DODGE & COX FDS INTL STK FD — Dividend — Buy

DODGE & COX FDS INTL STK FD — Buy (add'l)

DODGE & COX FDS INTL STK FD — Buy (add'l)

EATON VANCE SER II INCOME FUND BOSTON CL 1 — Dividend — Buy (add'l)

EATON VANCE SER II INCOME FUND BOSTON CL 1 — Buy (add'l)

AMG TIMESSQUARE MID CAP GROWTH FD CL I — Dividend — Buy (add'l)

AMG TIMESSQUARE MID CAP GROWTH FD CL I — Buy (add'l)

AMG TIMESSQUARE MID CAP GROWTH FD CL I — Buy (add'l)

GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Dividend — Buy (add'l)

GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)

HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Dividend — Buy (add'l)

HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Buy (add'l)

HOTCHKIS & WILEY FDS MID CAP VALUE FD CL 1 — None — Sold

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Dividend — Buy (add'l)

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)

INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Buy (add'l)

INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)

INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)

LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Dividend — Buy (add'l)

LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)

LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)

MFS SER TR I VALUE FD CL I — Dividend — Buy (add'l)

MFS SER TR I VALUE FD CL I — Buy (add'l)

MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Dividend — Buy (add'l)

MAINSTAY LARGE CAP GROWTH FUND CLASS 1 — Dividend — Buy (add'l)

MAINSTAY LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)

WELLS FARGO EMERGING GROWTH FUND CLASS INST — Dividend — Buy (add'l)

WELLS FARGO EMERGING GROWTH FUND CLASS INST — Buy (add'l)

WELLS FARGO EMERGING GROWTH FUND CLASS INST — Buy (add'l)

PRINCIPAL GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS SHS — Dividend — Buy (add'l)

PRINCIPAL GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS SHS — Buy (add'l)

PRINCIPAL GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS SHS — Sold

T ROWE PRICE REAL EST FUND INC — Dividend — Buy (add'l)

T ROWE PRICE REAL EST FUND INC — Buy (add'l)

T ROWE PRICE REAL EST FUND INC — Sold

T ROWE PRICE INTL FD OVERSEAS STK FD — Dividend — Buy (add'l)

T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)

VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Dividend — Buy

VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)

VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)

VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)

VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)

VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Dividend — Buy (add'l)

VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)

VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)

VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Dividend — Buy (add'l)

VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)

WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Dividend — Buy (add'l)

WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Buy (add'l)

WELLS FARGO SEP IRA

STANDARD BANK DEPOSIT — Interest

ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS 1 — Dividend — Buy (add'l)

DIAMOND HILL FDS LARGE CAP FD CL 1 SHS — None — Sold

EDGEWOOD FUNDS GROWTH FUND INSTL CLASS — Dividend

GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Dividend

AMERICAN FUNDS GROWTH FUND OF AMERICA CL F2 — Dividend — Buy (add'l)

HARTFORD MUTL FDS INC MIDCAP FUND CLASS 1 — Dividend

INVESCO BALANCED RISK COMMODITY STRATEGY Y — None — Sold

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Dividend — Buy

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)

LAZARD FDS INC INTL EQUITY PORT INSTL SHS — Dividend — Buy (add'l)

MERIDIAN FD INC SMALL CAP GROWTH FD INVESTOR CL — Dividend

METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Dividend — Buy (add'l)

PRINCIPAL GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS SHS — Dividend — Sold

PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD INSTL CL — Dividend

TOUCHSTONE FDS GROUP VID CAP VALUE FUND CLASS Y — Dividend

DEAN SMALL CAP VALUE FUND CL 1 — Dividend

VIRTUS FUNDS VIRTUS VONTOBEL EMG MKTS OPPORTUNITIES FUND CLASS 1 — Dividend

TIAA-CREF RETIREMENT ACCOUNTS

TIAA TRADITIONAL ACCOUNT — Interest

CREF STOCK ACCOUNT — Interest — Closed

CREF GROWTH ACCOUNT — Interest — Closed

CREF GLOBAL EQUITIES ACCOUNT — Interest — Closed

TIAA REAL ESTATE — Interest — Closed

TIAA ACC LFCYCLE 2030 — Interest — Closed

VALIC ANNUITY ACCOUNTS

LARGE CAP ACCOUNT — Interest

FIXED INCOME ACCOUNT — Interest

BANK OF AMERICA ACCOUNT — None

Trustee, Family Trust #1

Spouse's income — 2019 — self-employed development consultant

VII. Investments and Trusts

1. The account shown on line 6 of the 2019 FDR was exchanged for the account reflected on line 6 of the 2018 FDR.

2. The name of the account shown on line 97 of the 2018 FDR was changed and is now reflected on line 108 of the 2019 FDR.

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