Robert N. Kwan

Wells Fargo Bank, checking accounts — Interest

Wells Fargo Bank, savings account — Interest

Chase Bank, checking account — Interest

Chase Bank, savings account #1 — Interest

Chase Bank, savings account #2 — Interest

East West Bank, savings account — Interest

East West Bank, checking account — Interest

Northwestern Mutual Life Ins. Co., cash value policy — Dividend

Brokerage Account

Bank of America (formerly Merrill Lynch) CMA money market fund — Dividend

IRA # 1

Voya Capital Allocation mutual fund — Int./Div.

Columbia Balanced mutual fund — Int./Div.

American Balanced mutual fund — Int./Div.

Blackrock Global Allocation mutual fund (A) — Int./Div.

Nuveen Preferred Income Opportunities mutual fund — Int./Div.

Bank of America (formerly Merrill Lynch) money market fund — Dividend

IRA # 2

Calamos Growth and Income mutual fund — Int./Div.

Hartford Balanced mutual fund (A) — Int./Div.

Putnam Dynamic Asset Allocation Growth mutual fund — Int./Div.

American Balanced mutual fund — Int./Div.

403(b) retirement savings plan

TIAA-CREF Growth & Income mutual fund — Int./Div.

TIAA-CREF Social Choice mutual fund — Dividend

TIAA-CREF International Equity mutual fund — Dividend

TIAA-CREF Large Cap Value mutual fund — Int./Div.

TIAA-CREF Mid-Cap Value mutual fund — Int./Div.

TIAA-CREF S&P 500 Index mutual fund — Dividend

TIAA-CREF Small Cap Value mutual fund — Int./Div.

Calif. State Teachers Retirement System 403(b) annuity plan — Interest

American Fidelity Assurance Co. 403(b) annuity plan — Interest

Member, Board of Directors, James T. King Bankruptcy American Inn of Court (formerly Southern California Bankruptcy American Inn of Court)

Member, Board of Drectors, Judge Robert M. Takasugi Pro Bono Bar Review Program

Reimbursement — California Bankruptcy Forum — 5/17/19-5/19/19 — Rancho Mirage, CA — Continuing legal education — Lodging, meals, seminar fees

Spouse's income — 1/19-12/19 — California State Teachers' Retirement System, pension plan benefit payments