Carlos Murguia

Argentine Federal Savings — Interest

Baird Rollover IRA (cash & money market account held at BMO) — Interest — Closed — Self transaction (Carlos)

Charles Schwab contributory IRA (cash & money market account) — Interest — Open — Self transaction (Carlos)

Learning Quest 529 Very Aggressive Portfolio - No control — Dividend

Learning Quest 529 Aggressive Portfolio - No control — Dividend

Learning Quest 529 Moderate Portfolio - No control — Dividend

Amgen Inc. (Y)

JPM (Y)

JNJ (Y)

MSFT (Y)

Pepsico (Y)

3M Company (Y)

Citigroup (Y)

Selection Committee, Greater Kansas City Hispanic Scholarship Fund

Liability — Bank of America — Credit Card

Liability — Nelnet — Student loan

Liability — Nelnet — Student loan

Regarding Part III-B. Non-Investment Income:

Regarding Part VII. Investments and Trusts:

In December 2018 my former wife and I were divorced. As part of our divorce settlement, she received the stocks that had been previously reported in my past

year's FIDO reports. As part of the settlement, I received the Baird Rollover IRA (Cash and Money Market account held at BMO) which has been included

on this report. In February 2020, I transferred the Baird Rollover IRA (Cash and Money Market account held at BMO) to a Charles Schwab Contributory IRA

account (Cash and Money Market account) which is listed on this Final Report as well.