Edward John Davila

Bank of America — None

Santa Clara County Federal Credit Union Accounts — Interest

Chase Bank Account — Interest

Chase Private Client Accounts — Interest

Investment Property, Sunnyvale, CA — None

Investment Property, Mountain View, CA (X) — None

(H) Utah Educational Savings Plan 529

Static Option A — Dividend — Buy (add'l) — See Note In Part VIII

Static Option A — None — Sold (part) — See Note In Part VIII

(H) Pershing Account #1

Insured Cash Account Program - FIC Insured Bank Deposits — Int./Div.

AMCAP Fund Class A, Mutual Fund — Dividend

American Balanced Fund Class A, Mutual Fund — Dividend

American High Income Trust Class A, Mutual Fund — Dividend

The Bond Fund of America Class F-2, Mutual Fund — Dividend

Capital Income Builder Fund Class A, Mutual Fund — Dividend

Capital World Bond Fund Class F-2, Mutual Fund — Dividend

Capital World Growth and Income Fund Class F-2, Mutual Fund — Dividend

Fundamental Investors Class A, Mutual Fund — Dividend

The Growth Fund of America Class A, Mutual Fund — Dividend

Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorpLdr100) — Dividend

The Income Fund of America Class A, Mutual Fund — Dividend

International Growth and Income Fund Class A, Mutual Fund — Dividend

The Investment Company of America Class A, Mutual Fund — Dividend

New Perspective Fund Class A, Mutual Fund — Dividend

Carter Validus REIT — Dividend — Merged (with line 27) — See Note in Part VIII

Carter Validus Mission Critical REIT II — Dividend — Open — See Note in Part VIII

KBS Real Estate REIT — Dividend

(H) Pershing Account #2

Franklin Dynatech Fund Class A, Mutual Fund — Dividend

(H) Pershing Account #3

Bank Deposit Sweep Program, FDIC Insured Bank Deposits — Int./Div.

Baron Growth Fund, Mutual Fund — Dividend

Dodge & Cox Stock Fund, Mutual Fund — Dividend

(H) Savings Plus 457 Plan

Target Date Fund - 2020 — None — Buy (add'l) — See Note In Part VIII

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

Target Date Fund - 2020 — None — Buy (add'l)

(H) County of Santa Clara Deferred Compensation Plan

Fidelity TRP Inst LgCap Grth — Int./Div.

Fidelity Vantage Plus R10 — None — Closed — See Note in Part VIII

Fidelity Vantage Plus R13 — None — Open — See Note in Part VIII

Member, Law Advisory Board, Santa Clara University

Board Member, Association of Business Trial Lawyers (ABTL)

Liability — Bank of America — Credit Card

Liability — Chase Bank — Mortgage on Investment Property, Sunnyvale, CA

Liability — American Express — Credit Card

Liability — Chase Bank — Credit Card

Liability — Capital One — Credit Card

Liability — Tuition

Liability — Southwest Airlines — Credit Card

Income — 2019 — California Public Employees Retirement System - Pension — $36,295.00

Income — 2019 — Judicial Branch of California - Settlement — $4,928.00

Spouse's income — 2019 — California Public Employees Retirement System - Pension

Spouse's income — 2019 — County of Santa Clara - Salary

Spouse's income — 2019 — State of California - Salary

Spouse's income — 2019 — Replacement Benefit Fund - Pension

Spouse's income — 2019 — Judicial Branch of California - Settlement

Part VII Investments and Trusts:

Line 8, Column D: Utah Educational Savings Plan 529 - Bi-weekly contribution amount $416.00 (did not add line-by-line detail of these transactions). Total value

of all contributions for 2019 recorded in column D3.

Line 9, Column D: Utah Education Savings Plan 529 - Withdrawal taken from account to pay tuition expenses.

Lines 26 & 27: Carter Validus Mission Critical REIT merger with Carter Validus Mission Critical REIT II on 10/07/19.

Lines 36 - 47: Savings Plus 457 Plan - $2,000.00 contributions made to the Target Date Fund 2020 on a monthly basis. All monthly detail added to column D.

Lines 50 & 51: County of Santa Clara Deferred Compensation Plan - Auto-conversion from class R10 shares to R13 shares on 9/30/19 (no control)