Sarah Evans Barker

Indianapolis Post Office Credit Union, Account — Interest

JP Morgan Chase Bank, Account — Interest

BlackRock Global Allocation Fund (Mutual Fund, IRA #1) — Dividend — See Part VIII Note 1

Bank of America, NA RASP (IRA #1, cash equivalent) (Y)

JP Morgan Chase Bank, Account — Interest

Prudential Financial dba Talcott Resolution Life & Annuity(Whole Life) — None — See Part VIII Note 2

Ivy Natural Resources A (Mutual Fund, IRA #2) — Dividend

Ivy International Core Equity A (Mutual Fund, IRA #2) — Dividend — Sold (part)

Ivy Core Equity A (Mutual Fund, IRA #2) — Dividend

Ivy Science & Technology A (Mutual Fund, IRA #2) — Dividend

Ivy High Income A (Mutual Fund, IRA #2) — Dividend

Ivy Securian Real Estate Securities A (Mutual Fund, IRA #2) — Dividend

Ivy Small Cap Growth A (Mutual Fund, IRA #2) — Dividend

Ivy Wilshire Global Allocation A (Mutual Fund, IRA #2) — Dividend

Ivy Mid Cap Growth A (Mutual Fund, IRA #2) — Dividend

Ivy Limited-Term Bond A (Mutual Fund, IRA #2) — Dividend

American Balanced Fund CL A (Mutual Fund, IRA #1) (ABALX) — Dividend

BlackRock Low Duration Bond Fund CL A (Mutual Fund, IRA #1) (BLDAX) — Dividend

BlackRock Advantage Large Cap Core Fund CL A (Mut. Fund, IRA #1) MDLRX — Dividend

Franklin Invs Sec Trust Franklin Managed Incm Fund (Mutual Fund) FBLAX — Dividend — See Part VIII Note 3

Ivy Accumulative A (Mutual Fund) — Dividend

Ivy Cash Management A (Mutual Fund) — Dividend

BlackRock Global Allocation Fund (MDLOX) (Mutual Fund) — Dividend

Ivy Small Cap Growth A (Mutual Fund) — Dividend

Ivy Large Cap Growth A (Mutual Fund) — Dividend

Ivy LaSalle Global Real Estate A (Mutual Fund) — Dividend

Ivy Managed International Opportunities A (Mutual Fund) — Dividend

Ivy Limited-Term Bond A (Mutual Fund) — Dividend

Ivy Core Equity A (Mutual Fund) — Dividend — Buy

Ivy Balanced A (Mutual Fund) — Dividend

Ivy Global Equity Income A (Mutual Fund, IRA #3) — Dividend

Ivy Science & Technology A (Mutual Fund, IRA #3) — Dividend

Ivy LaSalle Global Real Estate A (Mutual Fund, IRA #3) — Dividend — Sold (part)

Ivy International Core Equity A (Mutual Fund, IRA #3) — Dividend

Ivy Emerging Markets Equity A (Mutual Fund, IRA #3) — Dividend

Ivy Balanced A (Mutual Fund, IRA #3) — Dividend

American Balanced Fund CL A (Mutual Fund) (ABALX) — Dividend

BlackRock Large Cap Focus Growth Fund IncA (MDFOX) (Mut. Fund, IRA #1) — Dividend — See Part VIII Note 4

BlackRock Strategic Income Opps PTF A (BASIX) (Mutual Fund, IRA #1) — Dividend

BlackRock Capital Appreciation Fund A (MDFGX) (Mutual Fund, IRA#1) — Dividend

BlackRock Advantage Global Fund Inc. A (MDGCX) (Mutual Fund, IRA#1) — Dividend

BlackRock Basic Value Fund A (MDBAX) (Mutual Fund, IRA #1) — Dividend

BlackRock Total Return Fund CL A (MDHQX) (Mutual Fund, IRA #1) — Dividend

BlackRock Emerging Markets Fund A (MDDCX) (Mutual Fund, IRA #1) — Dividend — Buy

BlackRock Equity Dividend Fund A (MDDVX) (Mutual Fund, IRA #1) — Dividend

BlackRock International Fund A (MDILX) (Mutual Fund, IRA #1) — Dividend

BlackRock High Yld BD Portfolio CL A (BHYAX) (Mutual Fund, IRA #1) — Dividend

BlackRock Large Cap Focus Growth Fund Inc A (MDFOX) (Mutual Fund) — Dividend — Buy — See Part VIII Note 4

American Bond Fund of America CL C (BFACX) — Dividend

Vanguard S&P 500 Growth Index Fund EFT (VOOG) — Dividend — Buy

Vanguard S&P 500 Value Index Fund EFT (VOOV) — Dividend — Buy

Ivy Mid Cap Growth A (Mutual Fund) — Dividend — Buy

Member, Executive Board, 1986-present, The Gathering

Member, 1987-present, Kiwanis Club of Indianapolis

Director, 1996-present, Indiana University Health (nonprofit). Formerly Methodist Hospital; formerly Clarian Health Partners.

Member (affiliated with IUHealth) 1996-Present, Methodist Hospital Group

Member, 1996-present, Indiana University--Distinguished Alumni Service Association

Ex Officio Director/Officer, 2001-present, Federal Judges Association

Member, 2002-present, Indiana Academy

Gift — Donations from persons who have worked directly with Judge (current & former clerks & staff) — 35th Anniversry celebration (reception, food, flowers, after-party & engraved watch) — $1,211.00

Reimbursement — Indiana University Health — 25-27 June 2019 — Chicago, IL — Board of Directors Meeting — Transportation, accommodations, meals

Spouse's income — 2019 — Indiana University Health, Inc.

Part VII. Investments and Trusts:

Note #1--Apparent Duplications:

The BlackRock Global Allocation Fund listed at line 3 is held, as noted, in an IRA. The same fund is also listed at line 23 except that there it is held in a non-IRA

account. In short, the asset has not been aggregated into a single entry because the ownership and/or account vehicles are substantially different.

Similar instances of non-aggregated holdings (and therefore apparent duplications in the filing) appear whenever a particular asset is held either in an IRA account

as well as a non-IRA account or is held in two different IRA accounts. Such other instances (besides lines 3 and 23) include the following:

Lines 8 and 34 (Ivy International Core Equity A)

Lines 9 and 29 (Ivy Core Equity A)

Lines 10 and 32 (Ivy Science & Technology A)

Lines 13 and 24 (Ivy Small Cap Growth A)

Lines 15 and 52 (Ivy Mid Cap Growth A)

Lines 16 and 28 (Ivy Limited-Term Bond A)

Lines 17 and 37 (American Balanced Fund CL A)

Lines 26 and 33 (Ivy LaSalle Global Real Estate A)

Lines 30 and 36 (Ivy Balanced A)

Lines 38 and 48 (BlackRock Large Cap Focus Growth Inc Fund A)

Note #2, Line 6--Name Change:

This was previously designated as "Prudential Financial dba Hartford Life & Annuity Ins. Co." The Hartford dba has now become "Talcott Resolution Life and

Annuity Insurance Company." The underlying whole life insurance policy, however, remains the same.

Note #3, Line 20--Name Change:

This asset name was formerly designated as Franklin Investors Securities Trust "Balanced Fund." On or about March 1, 2019, the name was changed to Franklin

Investors Securities Trust "Franklin Managed Income Fund."

Note #4, Lines 38 and 48--Name Change and Symbol Change:

This asset, listed in an IRA account at line 38 and also listed in a non-IRA account at line 48, was previously reported as "BlackRock Large Cap Focus Growth

Fund A" with its symbol being MDLHX. On December 6, 2019, the fund was reorganized, taking a new, slightly changed name, "BlackRock Large Cap Focus

Growth Fund Inc A," and also adopting a new syumbol, MDFOX.