Stacey L. Meisel

TD Bank Cash Accounts — Int./Div.

Franklin Income Fund (b) class c — Dividend — Sold

Hooper Holmes (a) — Dividend

Targa Resources Pfd 9% (a) — Dividend

Calamos Strategic Total Return (a) — Dividend

Intel Corp (a) — Dividend

Franklin Income Fund (a) — Dividend

Citigroup Note 10% 8/19/35 (a) — Int./Div.

United States Oil Fund (a) — Dividend

Regal Bank Money Market (a) Cash Account — Interest

1. Becker LLC 401(k) Plan (a) H

2. Blackrock Lifepath Inde 2035 — Int./Div.

1. Becker LLC 401 (k) Plan (c) H

2. Blackrock Lifepath Index 2035 — Int./Div.

3. Blackrock Lifepath Index 2060 — Int./Div. — Spinoff (from line 14)

4. John Hancock Bond Fund — Interest — Spinoff (from line 14)

5. Blue Chip Growth Fund — Int./Div. — Spinoff (from line 14)

6. 500 Index Fund — Int./Div. — Spinoff (from line 14)

7. Invesco International Growth — Int./Div. — Spinoff (from line 14)

8. DFA U.S. Small Cap Fund — Int./Div. — Spinoff (from line 14)

Franklin Income Fund 529 Plan (d) — Dividend

Alibaba (b) — Dividend

American Int'l Group (b) — Dividend

Exxon Mobil (b) — Dividend

Franklin Income Fund (b) class A — Dividend — Sold

Targa Resources Pfd (b) — Dividend

Citibank CD (b) — Int./Div.

EPR PPTYS 5.75 PFD (b) — Dividend

Morgan Stanley 10% due 08/19/33 (b) — Int./Div.

Vornado Rlty PFD (b) — Dividend

Regal Bank Money Market (c) Cash Account — Interest

Alibaba (c) — Dividend

Citibank CD 209% 11/15/33 (c) — Int./Div.

Citigroup Note 10% 11/26/34 (c) — Int./Div.

JP Morgan Chase CD 10% 7/21/34 (c) — Int./Div.

Franklin Income Fund (c) — Dividend

Exxon Mobil (d) — Dividend

Targa Resources PFD 9% (a) — Dividend

TransAmerica Universal Life Insurance (a) — Dividend

1. Mass Mutual Variable Universal Life Insurance (c) policy 710 (H)

2. -MML Equity Index (c) — Dividend

3. -Oppenheimer Main Street — Dividend

4. -MML Money Market — Dividend

5. -Oppenheimer Core Bond/Inv Oppenheimer Total Return Bond (merged) — Dividend

6. -Janus Aspen Global Research/Janus Henderson Glbl Research (merged) — Dividend

1. Mass Mutual Variable Universal Life Insurance (c) policy 712 (H)

2. -MML Equity INdex (c) — Dividend

3. -Oppenheimer Main Street — Dividend

4. -MML Money Market — Dividend

5. -Oppenheimer Core Bond/Inv Oppenheimer Total Return Bond (merged) — Dividend

6. -Janus Aspen Global Research/Janus Henderson Glbl Research (merged) — Dividend

Seelaus Money Market (c) cash account — Interest

Seelaus Money Market (a) cash account — Interest

Seelaus Money Market (b) cash account — Interest

Seelaus Money Market (d) cash account — Interest

Centurylink Inc Fixe 7.6% 9/15/39 (b) — Interest — Buy

Centurylink Inc. Fixe 7.6% 9/15/39 (b) — None — Sold

Citigroup Inc Med Term 2/27/35 "X" (b) — Interest

United Sts Stl New 6.65% 6/1/37 (b) — Interest — Buy

JUDICIAL ADVISOR, ASSOCIATION OF THE FEDERAL BAR

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES FEDERAL RULES ADVISORY COMMITTEE

JUDICIAL CO-CHAIR, ABI MID-ATLANTIC CONFERENCE

Agreement — 03/26/08 — Becker Meisel LLC 401(k) Plan

Agreement — 09/23/15 — Becker LLC - Partnership Buy-Out Agreement - Final payment received in 2019

Reimbursement — ABI Mid-Atlantic Bankruptcy Workshop — 8/1/19 - 8/3/19 — Hershey, PA — Professional Assoc. — Travel & per diem

Reimbursement — 2019 NCBJ Conference — 10/30/19 - 11/3/19 — Washington, D.C. — Professional Assoc. — Travel & per diem

Income — 2019 — West Services Inc. - book royalties — $2,314.00

Income — 2019 — Becker LLC - buyout payments — $14,000.00

Spouse's income — 2019 — Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"

The John Hancock 401(k) information has been valued as of 12/31/19. I estimated the income and gains on the sale of the 401(k) assets because I could not obtain

that information from John Hancock.

As per my broker, the cash value of the TransAmerica life insurance policies are held by TransAmerica and not a third party intermediary like a bank. I have

Universal Life Insurance policies. To the extent the premiums exceed the basic cost of insurance, they are considered to be the cash value of the account but are

left in the company's general account. The company uses the general account to pay claims, meet policyholder demands and set aside reserves against future

claims as required by various State Insurance Commissioners. The company credits policyholder funds in the general account with interest. The company

guarantees a minimum interest rate but may set the rate higher than the minimum. The interest crediting rates are set annually by management and approved by

the Board.