Stephanie A. Gallagher

Individual Assets (H)

Suntrust (cash) — Interest

IRA #1 (H)

Fidelity Govt Cash Reserves (FDRXX) (cash sweep acct) — Interest — Buy

Fidelity Contrafund (FCNTX) — Dividend — Buy

Fidelity Total Market Index Fund (FSKAX) — Dividend — Buy

iShares Core S&P Total US Stock Mkt (ITOT) — Dividend — Buy

iShares Russell 1000 Value (IWD) — Dividend — Buy

American Funds, Europacific Growth Fund (AEPGX) — Dividend — Sold

American Funds, Growth Fund of America (AGTHX) — None — Sold

American Funds, New World Fund (NEWFX) — None — Sold

American Funds, American Small Cap World Fund (SMCWX) — None — Sold

American Funds, Washington Mutual Investors Fund (AWSHX) — Dividend — Sold

IRA #2 (H)

Fidelity Government Cash Reserves (FDRXX) — Dividend — Buy

Fidelity Government Cash Reserves (FDRXX) — Sold

Glenmede Large Cap Core Inst (GTLIX) — Dividend — Buy

American Funds, Europacific Growth Fund (AEPGX) — Dividend — Sold

American Funds, Growth Fund America (AGTHX) — None — Sold

American Funds, New World Fund (NEWFX) — None — Sold

American Funds, American Small Cap World Fund (SMCWX) — None — Sold

IRA #3 (H)

Fidelity Government Cash Reserves (FDRXX) — Dividend — Buy

Fidelity Government Cash Reserves (FDRXX) — Sold

Fidelity Contrafund (FCNTX) — Dividend — Buy

Glenmede Large Cap Core Inst (GTLIX) — Dividend — Buy

American Funds, Europacific Growth Fund (AEPGX) — Dividend — Sold

American Funds, Growth Fund America (AGTHX) — None — Sold

American Funds, New World Fund (NEWFX) — None — Sold

401(k) #1 (H)

JPMorgan Smart Retirement 2035 Cl R5 (SRJIX) — Dividend

401(k) #2 (H)

JPMorgan Smart Retirement 2035 Cl R5 (SRJIX) (Y)

JPMorgan Smart Retirement 2040 Cl R5 (SMTIX) — Dividend

401(k) #3 (H)

Vanguard Target Retirement 2035 Fund — Dividend — Buy

Brokerage Account #1 (H)

Wells Fargo Sweep Account (cash) (Y)

Fidelity Money Market Fds Instl (FNSXX) — Dividend — Buy

Fidelity Money Market Fds Instl (FNSXX) — Sold

Fidelity Treasury Money Market Fund (FZFXX) — Dividend — Buy

SPDR Series Trust SPDR Bloomberg (BIL) — Dividend — Buy

Mylan N.V. (MYL) — None

American High-Income Munibond Fund (AMHIX) — Dividend — Buy

American High-Income Munibond Fund (AMHIX) — Buy (add'l)

American High-Income Munibond Fund (AMHIX) — Sold (part)

American High-Income Munibond Fund (AMHIX) — Sold (part)

American High-Income Munibond Fund (AMHIX) — Sold

Brokerage Account #2 (H)

Under Armour Inc. Cl A (UAA) (X) — Dividend

529 #1 (H)

T Rowe Price MD 529 Plan Portfolio 2021 — None

529 #2 (H)

T Rowe Price MD 529 Plan Portfolio 2024 — None

Dan Gallagher Group LLC (H)

Wells Fargo (cash) (X) — Interest

Symbiont (stock options) — None

Symbiont stock — None — Buy

Secretary/Board Member, Federal Bar Association - Maryland Chapter

Board Member, Institute of Notre Dame

Board Member, Sister's Circle

Liability — Tuition

Spouse's income — 2019 — Mylan, Inc. (salary)

Spouse's income — 2019 — Self-employed (consultant)

Spouse's income — 2019 — WilmerHale (salary)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Part VII, Line 57, Column C(2): IRS valuation.