L. Paige Marvel

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — Distribution

USAA Fed. Savings Bank Accts. #1 — Interest

USAA Fed. Savings Bank Accts. #2 — Interest

M&T Bank accts. #1 — None

M&T Bank accts. #2 — Interest

RBC Brokerage Acct. (H):

Shares, Adient PLC — None — Closed

Shares, AT&T Inc. — Dividend

Common, Bristol Myers Squibb Co. — Dividend

Common, Centerpoint Energy Inc. — Dividend — Closed

Common, Exxon Mobil Corp — Dividend

Common, Fresenius Med Care Aktiengesellschaft ADR — Dividend

Shares, Johnson Controls Intl. PLC — Dividend

Common, Medtronic PLC — Dividend

Common, Nvent Electric PLC — Dividend — Closed

Shares, Pentair PLC — Dividend — Closed

Common, Pfizer Inc. — Dividend

Shares, PNC Financial Services Group, Inc. — Dividend

Shares, TE Connectivity Ltd. — Dividend

Shares, UDR Inc. — Dividend

Shares, Verizon Communications — Dividend

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Int./Div. — Redeemed (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Redeemed (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Redeemed (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Redeemed (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Redeemed (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Redeemed (part)

Fidelity Taxable Account (H)

T Rowe Price Growth Stock Fund — Distribution

T Rowe Price State Tax Free Inc. MD — Dividend

Fidelity Government Money Market Fund — Dividend

Fidelity Brokerage Rollover IRA (H):

Fidelity 500 Index Premium Class (formerly Spartan) — Distribution — Sold (part)

Fidelity Strategic Real Return — Distribution — Sold (part)

Fidelity Contrafund — Distribution

Fidelity Equity Income — Distribution

Fidelity New Millenium — Distribution

Fidelity Low Priced Stock — Distribution

Fidelity Select Med Technology & Devices — Distribution

Fidelity Select Biotechnology — Distribution

Oakmark Select — Distribution — Sold

T Rowe Price Comm & Technology Investor — Distribution — Buy

T Rowe Price Health Sciences — Distribution

Primecap Odyssey Growth Fund — Distribution

T Rowe Price Cap Appreciation — Distribution

T Rowe Price Equity Income — Distribution — Sold (part)

T Rowe Price Equity Income — Sold (part)

T Rowe Price Equity Index 500 Fund — Distribution

T Rowe Price Intl Discovery Fund — Distribution

T Rowe Price New Asia — Distribution — Sold (part)

T Rowe Price Emerging Markets Stock — Distribution

T Rowe Price New Horizons FD Inc — Distribution

T Rowe Price Small Cap Value Fund — Distribution — Sold (part)

T Rowe Price Mid Cap Value — Distribution

Wasatch Ultra Growth — Distribution

Wasatch International Growth — Distribution

Fidelity New Markets Income — Distribution

Fidelity GNMA Fund — Distribution

Fidelity Total Bond — Distribution — Buy (add'l)

Fidelity Total Bond — Buy (add'l)

Fidelity Government Income — Distribution — Sold

Loomis Sayles Bond Retail — Distribution

Pimco Real Return Class D — Distribution — Sold (part)

Pimco Real Return Class D — Sold

T Rowe Price High Yield Bond — Distribution

T Rowe Price Emerging Markets Bond Fund — Distribution

T Rowe Price US Treas Intermediate — Distribution — Sold

Vanguard Inflation Protected Secs Inv — Dividend

First Trust Chindia ETF — Dividend — Sold

Invesco QQQ TR Unit SER 1 (formerly Powershares) — Dividend

Wisdomtree TR Emerging MKTS High — Dividend

Common, Anavex Life Sciences Corp — None — Sold

Shares, Berkshire Hathaway Inc. CL B — None

Shares, Goldman Sachs Group Inc. — Dividend — Sold (part)

Shares, Goldman Sachs Group Inc. — Sold

Common, Intrexon Corp. — None

Fidelity Cash Reserves — Dividend — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Traditional IRA Acct. (H):

Common, Apple Inc. — Dividend — Buy

Common, Berkshire Hathaway — None

Shares, Seaspan Corporation — Dividend

Common, Intrexon Corp. — None — Sold

ETFMG Alternative Harvest ETF — Dividend — Sold

IShares Tr Nasdaq Biotech Index Fund — Dividend

Invesco QQQ Trust Unit Ser.1 (formerly Powershares) — Dividend

Teton Westwood Mighty Mites FD — None — Sold

Vanguard Index FDS Vanguard Small Cap — Dividend — Buy

Fidelity Cash Reserves — Dividend — Buy (add'l)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Fidelity Cash Reserves — Redeemed (part)

Vanguard Brokerage Acct. (H) (opened 07/05/19)

Shares, Adient PLC — None — Open

Shares, Centerpoint Energy Inc. — Dividend — Open

Luminex Corp (X) — Dividend — Open

Luminex Corp (X) — Sold

Sharesm Nvent Electric PLC — Dividend — Open

Shares, Pentair PLC — Dividend — Open

Vanguard Federal Money Market Fund — Dividend — Open

Vanguard Rollover IRA (H):

Shares, Convertible Securities — None — Sold (part)

Shares, Convertible Securities — Sold

Shares, Dividend Growth Fund — Distribution — Buy (add'l)

Shares, Dividend Growth Fund — Buy (add'l)

Shares, Wellesley Income Fund — Distribution — Buy (add'l)

Shares, Wellesley Income Fund — Buy (add'l)

Shares, Vanguard Information Technology ETF — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Sold (part)

Fidelity Joint Brokerage Acct. (transf. from RBC)(H):

Common, Apple, Inc. — Dividend — Buy (add'l)

Common, Walt Disney Co. — Dividend

Fidelity Govt. Money Market — Dividend

Fidelity Investment Acct. (formerly USAA) (H):

Fidelity Blue Chip Growth — Distribution — Buy

Fidelity OTC Port — Distribution — Buy (add'l)

Fidelity Select Software & IT SRVC — Distribution

Fidelity MMKT Premium Class — Dividend — Buy (add'l)

Fidelity MMKT Premium Class — Sold (part)

Fidelity Core Acct. — Int./Div. — Redeemed (part)

Fidelity Core Acct. — Redeemed (part)

Fidelity Core Acct. — Redeemed (part)

Fidelity Rollover IRA (H):

Fidelity New Millennium — Distribution — Sold

Fidelity Puritan — Distribution

Fidelity OTC Port — Distribution — Buy (add'l)

Fidelity Select Health Care — Distribution

Fidelity Select Med Technology & Devices — Distribution — Buy (add'l)

T Rowe Price Blue Chip Growth Inc — Dividend — Buy (add'l)

T Rowe Price Dividend Growth — Dividend — Buy (add'l)

T Rowe Price Dividend Growth — Buy (add'l)

Fidelity New Markets Income — Dividend — Sold

Fidelity Capital & Income — Distribution

Fidelity Total Bond — Dividend — Sold (part)

Guggenheim Investment Grade Bond CL P — Dividend — Buy (add'l)

T Rowe Price Global MultiSector Bond Fund — Dividend — Buy (add'l)

Thompson Bond Fund — Dividend

Vanguard High Yield Corp Investor CL — Dividend

Vanguard Short Term Investment Grade Investor CL — Dividend

Fidelity MMKT Premium Class — Dividend — Sold (part)

Fidelity MMKT Premium Class — Sold (part)

Fidelity MMKT Premium Class — Sold (part)

Fidelity MMKT Premium Class — Sold (part)

Fidelity MMKT Premium Class — Sold (part)

Vanguard Sector Index FDS Health Care Vipers — Dividend

Vanguard Sector Index FDS IndustrialVipers — Dividend

Vanguard Sector Index FDS Info Technology Vipers — Dividend

Vanguard World FDS Vanguard Information Technology ETF — Dividend

Core Account (FDIC Insured Bank Accts.) — Interest — Redeemed (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Redeemed (part)

Core Account (FDIC Insured Bank Accts.) — Redeemed (part)

Core Account (FDIC Insured Bank Accts.) — Buy (add'l)

Core Account (FDIC Insured Bank Accts.) — Redeemed (part)

Vanguard Investment Acct. (H):

Shares, Balanced Index Fund — Distribution

Shares, 500 Index Admiral CL — Dividend — Buy

Shares, 500 Index Admiral CL — Buy (add'l)

Shares, Prime Money Mkt. Fund — Dividend

Shares, Small-Cap Value Fund — Dividend — Sold (part)

Shares, Small-Cap Value Fund — Sold

Shares, Wellington Investor CL — Distribution

Shares, IShares Technology ETF — Dividend

529 Acct. - Vanguard (Child 1): Income Fund — Dividend

LHH Revocable Trust (H):

M&T Money Market Acct. — Interest — Distributed

Partner, Partnership #1

Trustee, LHH Revocable Trust

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — U.S. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory University — Student Loans

Reimbursement — ABA Tax Section — 10/03/19-10/06/19 — San Francisco. CA — Speak at and attend ABA Tax Section Fall Meeting — Registration, Meal and Reception Tickets (Travel, Lodging & remaining Food reimbursed by the Court)

Reimbursement — California Tax Policy Conference — 11/06/18-11/09/19 — San Diego, CA — Speak at and attend Annual Tax Conference — Travel, Lodging, Food

Spouse's income — 2019 — National Financial Services (Fidelity Investments) distribution

Spouse's income — 2019 — Fidelity IRA distribution

Spouse's income — 2019 — RBC IRA distribution

2019 Report, part VII: For certain investments paying both capital gains distributions and dividends, the income has been aggregated and shown as distributions to

simplify reporting.

2019 Report, part VII, lines 8,11, 16,17, 118-125: The investments listed at lines 8, 11, 16, and 17, together with the Luminex shares (the value of which was too

small to be listed under the RBC account in prior reports) were transferred from the RBC account to a newly opened Vanguard brokerage account (lines 118-125)

on July 7, 2019.

2019 Report, part VII, line 193: Due to the Maryland Stay At Home order, I cannot go to my office to access the records that would provide the exact date of the

final distribution. The date shown on line 193 is my best guess of approximately when the final distribution occurred.