Scott C. Clarkson

Bank of America (various accounts) — Interest

FolioFN (cash account) — Interest

WMI (Common Stock) — Dividend

IRA #1 (H)

FolioFN (cash account) — Interest

AGG — Dividend — Buy

AGG — Buy (add'l)

AGG — Sold

IWR — Dividend — Buy

IWR — Sold (part)

IWR — Sold

VTI — Dividend — Buy

VTI — Sold (part)

VTI — Sold

EFA — None — Buy

EFA — Sold

ICF — Dividend — Buy

ICF — Buy (add'l)

ICF — Sold

IRA #2 (H)

FolioFN (cash account) — Interest

AGG — Dividend — Buy

AGG — Sold

IWR — Dividend — Buy

IWR — Sold

VTI — Dividend — Buy

VTI — Sold

EFA — None — Buy

EFA — Sold

ICF — Dividend — Buy

ICF — Sold

Reimbursement — Bay Area Bankruptcy Forum — January 16-17, 2019 — San Francisco, CA — Speaker — Transportation, lodging, and meals

Reimbursement — American Bankruptcy Institute — March 27-28, 2019 — Beverly Hills, CA — Speaker — Parking and lodging

Reimbursement — Bankruptcy Bar Association of Southern Florida — May 9-11, 2019 — Key Largo, FL — Speaker — Transportation, lodging, and meals

Reimbursement — California Bankruptcy Forum — May 17-19, 2019 — Rancho Mirage, CA — Speaker — Transportation, lodging, and meals

Reimbursement — Sacramento Bar Association — June 16-17, 2019 — Sacramento, CA — Speaker — Transportation, lodging, and meals

Reimbursement — American Bankruptcy Institute — August 19-21, 2019 — Cincinnati, OH — Speaker — Transportation, lodging, and meals

Reimbursement — American Bankruptcy Institute — September 5-7, 2019 — Las Vegas, NV — Speaker — Transportation, lodging, and meals

Reimbursement — Minnesota State Bar Association — October 3-5, 2019 — Minneapolis, MN — Speaker — Transportation, lodging, and meals

Reimbursement — National Conference of Bankruptcy Judges — October 28- November 2, 2019 — Washington, DC — Speaker — Transportation, lodging, and meals

Reimbursement — United Trustees Association — November 10-11, 2019 — Las Vegas, NV — Speaker — Transportation, lodging, and meals

Spouse's income — 2019 — Calpirs (California state retirement benefits)

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

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.