Joan Marie Azrack

Citibank NA Personal Banking NY, NY (multiple accounts) — Interest

National Life Ins. Co. whole life policy — Dividend

Fidelity VIP Equity Incm Port-Nationwide annuity contract (see VIII 4) — None — Sold

Fidelity VIP Growth Port - Nationwide annuity contract (see VIII 4) — None — Sold

Fidelity Overseas Port - Nationwide annuity contract (see VIII 4) — None — Sold

Fidelity VIP2 Asst Mgr Port - Nationwide annuity contract (see VIII 4) — None — Sold

PMA: Pimco Low Duration Fund Intl (IRA) (See VIII 1) — Distribution — Sold (part)

(continuation of 7) — Buy (add'l)

(continuation of 7) — Buy (add'l)

(continuation of 7) — Sold (part)

Oppenheimer Global Value Fund - Nationwide annuity contract(see VIII4) — None — Sold

Fidelity Blue Chip Fund - Fidelity 401K (see VIII 3) — None

Fidelity Diversified intl - Fidelity 401K — None

Fidelity Freedom 2020 Fund - Fidelity 401K — None

Fidelity Contrafund - Fidelity 401K — None

Fidelity Growth & Inc - Fidelity 401K — None

Fidelity Value Fund - Fidelity 401K — None

Fidelity Government Money Market - Fidelity 401K — None

Fidelity Investment Grade Bond Fund - Fidelity 401K — None

Am Century Equity - Fidelity 401K — None

JP Morgan Growth & Income "A" Shares — Dividend

Walt Disney Co common stock — Dividend

NW NVIT Money Market I - Nationwide annuity contract (see VIII 4) — None — Sold

Oppenheimer: Catalyst Inside Buying Fund (IRA) — Dividend

Oppenheimer: Voya Global Equity Div & Prm Opp Fund (IRA) — Dividend — Sold

PMA: Vanguard High Yield Adm (IRA) — Distribution — Sold (part)

(continuation of 26) — Buy (add'l)

(continuation of 26) — Sold (part)

(continuation of 26) — Sold (part)

(continuation of 26) — Sold (part)

Oppenheimer: Kinetics Paradigm Adv C (IRA) — Dividend

PMA: Vanguard Short Term Investment Grade Fund (IRA) — Distribution — Sold (part)

(continuation of 32) — Buy (add'l)

(continuation of 32) — Buy (add'l)

(continuation of 32) — Buy (add'l)

PMA: MetWest Intermediate Bond Fund — Distribution — Sold (part)

(continuation of 36) — Buy (add'l)

Northwestern Mutual Life Ins. whole policy — Dividend

PMA: Vanguard Intermet Term Investment Grade Fund (IRA) — Distribution — Sold (part)

(continuation of 39) — Sold (part)

(continuation of 39) — Buy (add'l)

NW NVIT Intl Equity Fund - Nationwide annuity contract (see VIII 4) — None — Sold

NW NVIT Multi Mngr Intl Gr I - Nationwide annuity contract(VIII 4 & 6) — None — Sold

JP Morgan Mid Cap Growth — Dividend

NW NVIT DYNMC US Gr f/k/aNVIT Large Cap Gr I-Nationwideannuity -VIII4 — None — Sold

Oppenheimger: Large Cap formerly Black Rock (IRA) — Dividend — Sold

Oppenheimer: Advantage Bank Deposits in various banks (IRA) — Interest

PMA: Jensen Quality Grade (IRA) — Distribution

PMA: Odyssey Growth Fund (IRA) — Distribution — Sold (part)

(continuation of 49) — Buy (add'l)

PMA: T Rowe Price Small Cap Stock Fund (IRA) — Distribution — Buy (add'l)

(continuation of 51) — Buy (add'l)

PMA: Vanguard Extended Market Index (IRA) — Distribution — Sold (part)

PMA: Vanguard 500 Index Fund (IRA) — Distribution — Buy (add'l)

(continuation of 54) — Sold (part)

(continuation of 54) — Buy (add'l)

PMA: T. Rose Price Intl (IRA) — Distribution — Buy (add'l)

(continuation of 57) — Sold (part)

PMA: Vanguard Intl Index Fund (IRA) — Distribution — Buy (add'l)

(continuation of 59) — Buy (add'l)

PMA: Odyssey Growth Fund — Distribution

PMA: Odyssey Aggressive Growth Fund — Distribution

PMA: Vanguard Intl Index Fund — Distribution — Buy (add'l)

PMA: Vanguard Extended Market Index Fund — Distribution

PMA: Jensen Quality Growth — Distribution

PMA: Vanguard 500 Index Fund — Distribution

PMA: Pimco Low Duration Fund — Distribution — Buy (add'l)

(continuation of 67) — Buy (add'l)

PMA: Vanguard High Yield Corporate Fund — Distribution — Buy (add'l)

(continuation of 69) — Sold (part)

(continuation of 69) — Sold (part)

PMA: Vanguard Limited Term Tax Exempt Fund — Distribution — Buy (add'l)

(continuation of 72) — Buy (add'l)

(continuation of 72) — Buy (add'l)

PMA: Vanguard Intmd Term Tax Exempt Fund — Distribution — Sold (part)

(continuation of 75) — Buy (add'l)

PMA: T Rowe Price Equity Inc. — Distribution

PMA: American Beacon Intl Fund (IRA) — None — Sold

PMA: Vanguard Growth Index Fund (IRA) — Distribution — Sold (part)

PMA: T Rowe Price Equity Income Fund (IRA) — Distribution — Buy (add'l)

PMA: Vanguard Growth Index Fund — Distribution

PMA: MetWest Intermediate Bond Fund (IRA) — Distribution — Sold (part)

(continuation of 82) — Sold (part)

(continuation of 82) — Sold (part)

McDonald's common stock — Dividend

Coca Cola common stock — Dividend

Nike common stock class B — Dividend

PMA: Fidelity Gvt Cash Reserves (see VIII 5) — Distribution

PMA: USAA Short Term Bond Fund (IRA) — Distribution — Sold (part)

(continuation of 89) — Buy (add'l)

(continuation of 89) — Buy (add'l)

(continuation of 89) — Buy (add'l)

PMA: Fidelity Govt Cash Reserves (IRA) (see VIII 5) — Distribution

Dodge Cox STK (IRA) — Distribution — Buy (add'l)

Oppenheimer Nuveen NY Mun Value FD Tax Free Com (see VIII 7) — Int./Div.

PMA Baird Core Plus (IRA) — Distribution — Sold (part)

(continuation of 93) — Sold (part)

(continuation of 93) — Buy (add'l)

PMA Van Md VI Index (IRA) — Distribution — Buy (add'l)

(continuation of 96) — Sold (part)

PMA DFA Int'l Core Eq (IRA) — Distribution — Buy (add'l)

(contination of 98) — Buy (add'l)

PMA DFA Int'l Small Comp (IRA) — Distribution — Sold (part)

PMA Dodge Cox Int'l — Distribution — Buy (add'l)

(continuation of 101) — Buy (add'l)

PMA JH Dis Val MDCP — Distribution — Buy (add'l)

PMA DFA Int'l Core Eq. — Distribution

PMA FMI Large Cap Fund (IRA) (See VIII 7) — Distribution

PMA Van Eq. Inc. — Distribution

NW Mult Mgr MDCAPGRI - Nationwide Annuity Contract (see VIII 4) — None — Sold

NW NVIT MULT MGRMDCAPVAL II - Nationwide Annuity Contract (see VIII 4) — None — Sold

Oppenheimer FT Deep Value Dividend No. 23 (IRA) — Dividend — Buy

Nationwide Fixed Annuity Invested S&P 500 Index Funds (See VIII 4) — None — Buy

PMA Dodge Cox Int'l (IRA) — Distribution — Buy

(continuation of 111) — Buy (add'l)

PMA Vanguard Int'l Gr. — Distribution — Buy

Spouse's income — 2019 — Salary and bonus from Landman Corsi Ballaine & Ford PC

1. PMA as used in Section VII refers to Prudential Management Associates, which maintains managed asset portfolios (individual and IRA) consisting of

investments identified in that section.

2. Oppenheimer as used in Section VII refers to Oppenheimer & Co., Inc., which maintains brokerage accounts (individual and IRA) consisting of investments

identified in that section.

3. Fidelity 401K as used in Section VII refers to a 401K account maintained by Fidelity Investments consisting of investments identified in that section. Each

year, a maximum allowable 401K contribution is made (total value K,) which is allocated pursuant to formula among various of the 401K fund investments

identified in this report. Each allocated amount has a value of J.

4. References to a Nationwide annuity contract is to the variable annuity contact held prior to 11/21/2019 or the fixed annuity contract acquired as of that date

pursuant to an IRC 1035 exchange, on which there is no taxable gain. The funds held under the variable annuity contract are described in item nos 3-6, 11, 23, 42,

43, 45, 110 and 111. The non-taxable gain on these eleven funds as a result of the 1035 exchange have an aggragate value of N. The fund held under the fixed

annuity contact is described in item no. 113.

5. In Section VII, items 88 and 93 are money market funds that would be the subject of multiple purchases and sales during the course of the year. At year end,

the increased value of each fund had a value of J.

6. The 2018 report contained an inadvertent duplication of funds in item numbers 49 and 139 (re NW NVIT Mult Mgr Int'l Grade I - Nationwide Annuity

Contract.) This report corrects the error by listing that fund only once, in item 43.

7. The 2018 report mistakenly identified the Oppenheimer Nuveen NY Mun Value FD Tax Free Com asset as the subject of a partial sale on 3/12/18. That entire

asset was sold on that date. Accordingly columns C1 and C2 for the Nuveen asset identified on the 2018 report should have been left blank and column D.1 should

have read Sold. Columns B1 and 2 and D2-4 remain unchanged. (Item 123 on the 2018 report.)