Shane Kato Crews

Wells Fargo Bank Cash Accounts — Interest

Edward Jones Mutual Funds (H)

American AMCAP C — Dividend

American Europacific Growth C — Dividend

American Fundamental INV C — Dividend

American INTL Growth & Inc C — Dividend

American Invest Co of Amer C — Dividend

American New Economy C — Dividend

American New World C — Dividend

American SMALLCAP World C — Dividend

American Wash Mutual INV C — Dividend

SC 529 Age Based 16-18 A — None

SC 529 Age Based 16-18 C — None

SC 529 Age Based 13-15 A — None — Sold

SC 529 Age Based 13-15 C — None — Sold

SC 529 Age Based 16-18 A — None — Spinoff (from line 14)

SC 529 Age Based 16-18 C — None — Spinoff (from line 15)

IRA #1 (H)

Edward Jones Retirement Money Market — Interest

iShares MSCI EAFE Small Cap Et — Dividend

iShares Core US Aggregate Bond — Dividend

iShares Russ MC Growth ETF — Dividend

iShares Russ MC Value ETF — Dividend

iShares Russ 1000 Value ETF — Dividend

iShares Russ 2000 ETF — Dividend

iShares S&P 500 Growth ETF — Dividend

iShares MSCI EAFE Growth ETF — Dividend

iShares MSCI EAFE Value ETF — Dividend

Vanguard Value ETF — Dividend

Vanguard Large Cap ETF — Dividend

Vangrd FTSE All-Wrld exUS ETF — Dividend

Vanguard Ttl BD Market ETF — Dividend — Sold (part)

JPM Federal Money Market I — Interest — Buy

Pgim High Yield R6 — Dividend — Buy

IRA #2 (H)

Edward Jones Retirement Money Market — Interest

iShares MSCI EAFE Small Cap Et — Dividend

iShares Core US Aggregate Bond — Dividend

iShares Russ MC Value ETF — Dividend

iShares Russ 1000 Value ETF — Dividend

iShares Russ 2000 ETF — Dividend

iShares S&P 500 Growth ETF — Dividend

iShares MSCI EAFE Growth ETF — Dividend

Shares MSCI EAFE Value ETF — Dividend

Vanguard Value ETF — Dividend

Vanguard Large Cap ETF — Dividend

Vangrd FTSE All-Wrld exUS ETF — Dividend

Vanguard Ttl BD Market ETF — Dividend

PGIM High Yield R6 — Dividend

Director (volunteer), Colorado Bar Association Continuing Legal Education

Member, State Bar of Colorado

Co-Trustee, Family Trust #1 (no reportable assets)

Agreement — 2018 — Hoffman Nies Dave LLP f/k/a Hoffman Crews Nies Waggener & Foster LLP: receipt of fees collected in the future for work done prior to leaving the firm

Income — 2019 — Hoffman Crews Nies Waggener & Foster LLP: earned income (fees collected for work performed prior to leaving law firm in 2018) — $1,257.18

Spouse's income — 2019 — Monument Academy Charter School: wages for part-time employment

Part I: Family Trust #1 is a revocable living trust with no reportable assets.

Part VII: My previous report listed "SIMPLE IRA"at line 16. This 2019 report removed that entry because the prior Simple IRA transferred to IRA #1 listed on the

present report. No acquisitions or dispositions were made in that transfer. All other removed entries were entries noted as "sold" in my 2018 report.

Part VII: Lines 16 and 17 are more precisely "exchanges" associated with the referenced lines; "spinoff" was the closest descriptor provided by the form's drop-

down options.