Michael Yale Scudder jr

JPMorgan Chase Bank Account #1 (cash account) — Interest

JPMorgan Chase Bank Account #2 (cash account) — Interest

JPMorgan Chase Bank Account #3 (cash account) — Interest

Navy Federal Credit Union Account (cash account) — Int./Div.

PNC Bank Account #1 (cash account) — Interest — Sold

PNC Bank Account #2 (cash account) — Interest — Sold

PNC Bank Account #3 (cash account) — Interest

Bank of America Account #1 (cash account) — Interest

Bank of America Account #2 (cash account) — Interest

Citi Private Bank Investment Account (H)

Western Asset Institutional Government Money Market Deposit Account — Interest

iShares Gold TR iShares (IAU) — None — Buy

iShares Gold TR iShares (IAU) — Buy (add'l)

iShares TR MSCI All Country Asia ex Japan ETF (AAXJ) — Dividend — Buy

iShares TR MSCI All Country Asia ex Japan ETF (AAXJ) — Sold

iShares TR Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)

iShares TR Russell 1000 Value ETF (IWD) — Sold (part)

iShares TR Russell 1000 Value ETF (IWD) — Sold (part)

iShares TR Russell 1000 Value ETF (IWD) — Sold (part)

iShares TR Russell 1000 Value ETF (IWD) — Buy (add'l)

iShares TR Russell 1000 Value ETF (IWD) — Buy (add'l)

iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy (add'l)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)

iShares TR Russell 2000 ETF (IWM) — Dividend — Sold (part)

iShares TR Russell 2000 ETF (IWM) — Sold (part)

iShares TR Russell 2000 ETF (IWM) — Sold (part)

iShares TR Russell 2000 ETF (IWM) — Buy (add'l)

iShares TR Russell 2000 ETF (IWM) — Buy (add'l)

iShares TR JPMorgan USD Emerging Markets Bond ETF (EMB) — Dividend — Sold (part)

iShares TR JPMorgan USD Emerging Markets Bond ETF (EMB) — Buy (add'l)

iShares TR JPMorgan USD Emerging Markets Bond ETF (EMB) — Buy (add'l)

iShares TR JPMorgan USD Emerging Markets Bond ETF (EMB) — Sold (part)

iShares TR JPMorgan USD Emerging Markets Bond ETF (EMB) — Sold (part)

iShares TR JPMorgan USD Emerging Markets Bond ETF (EMB) — Buy (add'l)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Dividend — Sold (part)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Sold (part)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Buy (add'l)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Buy (add'l)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Buy (add'l)

SPDR Bloomberg Barclays High Yield Bond ETF (JNK) — Dividend — Buy (add'l)

SPDR Bloomberg Barclays High Yield Bond ETF (JNK) — Sold (part)

SPDR Bloomberg Barclays High Yield Bond ETF (JNK) — Buy (add'l)

SPDR Bloomberg Barclays High Yield Bond ETF (JNK) — Sold (part)

SPDR Bloomberg Barclays High Yield Bond ETF (JNK) — Buy (add'l)

SPDR Bloomberg Barclays High Yield Bond ETF (JNK) — Buy (add'l)

SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) — Dividend — Sold (part)

SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) — Buy (add'l)

SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) — Sold (part)

SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) — Buy (add'l)

SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) — Sold (part)

SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) — Sold (part)

SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) — Dividend — Sold (part)

SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) — Buy (add'l)

SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) — Buy (add'l)

SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) — Buy (add'l)

SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) — Sold (part)

SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Dividend — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Buy (add'l)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Buy (add'l)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Buy (add'l)

Citi Private Bank Individual Retirement Account #1 (H)

Western Asset Institutional Government Money Market Deposit Account — Interest

iShares Gold TR iShares (IAU) — None — Buy

iShares Gold TR iShares (IAU) — Buy (add'l)

iShares MSCI All Country Asia ex Japan ETF (AAXJ) — Dividend — Buy

iShares MSCI All Country Asia ex Japan ETF (AAXJ) — Buy (add'l)

iShares MSCI All Country Asia ex Japan ETF (AAXJ) — Sold (part)

iShares MSCI All Country Asia ex Japan ETF (AAXJ) — Buy (add'l)

iShares MSCI All Country Asia ex Japan ETF (AAXJ) — Sold (part)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Dividend — Buy

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Sold (part)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Buy (add'l)

PIMCO ETF TR Enhanced Short Maturity Active ETF (MINT) — Buy (add'l)

iShares TR Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)

iShares TR Russell 1000 Value ETF (IWD) — Sold (part)

iShares TR Russell 1000 Value ETF (IWD) — Buy (add'l)

iShares TR Russell 1000 Value ETF (IWD) — Sold (part)

iShares TR Russell 1000 Value ETF (IWD) — Buy (add'l)

iShares TR Russell 1000 Value ETF (IWD) — Buy (add'l)

iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy (add'l)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Sold (part)

iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)

iShares TR Russell 2000 ETF (IWM) — Dividend — Sold (part)

iShares TR Russell 2000 ETF (IWM) — Sold (part)

iShares TR Russell 2000 ETF (IWM) — Buy (add'l)

iShares TR Russell 2000 ETF (IWM) — Sold (part)

iShares TR Russell 2000 ETF (IWM) — Buy (add'l)

iShares TR Russell 2000 ETF (IWM) — Buy (add'l)

iShares TR JPMorgan USD Emerging MKTs Bond ETF (EMB) — Dividend — Sold (part)

iShares TR JPMorgan USD Emerging MKTs Bond ETF (EMB) — Buy (add'l)

iShares TR JPMorgan USD Emerging MKTs Bond ETF (EMB) — Buy (add'l)

iShares TR JPMorgan USD Emerging MKTs Bond ETF (EMB) — Sold (part)

iShares TR JPMorgan USD Emerging MKTs Bond ETF (EMB) — Buy (add'l)

iShares TR JPMorgan USD Emerging MKTs Bond ETF (EMB) — Sold (part)

iShares TR Short-Term Corp. Bond ETF (IGSB) — Dividend — Buy (add'l)

iShares TR Short-Term Corp. Bond ETF (IGSB) — Sold (part)

iShares TR Short-Term Corp. Bond ETF (IGSB) — Sold (part)

iShares TR Short-Term Corp. Bond ETF (IGSB) — Buy (add'l)

iShares TR Short-Term Corp. Bond ETF (IGSB) — Sold (part)

iShares TR Short-Term Corp. Bond ETF (IGSB) — Sold

Vanguard Total Bond Market ETF (BND) — Dividend — Sold (part)

Vanguard Total Bond Market ETF (BND) — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Buy (add'l)

Vanguard Total Bond Market ETF (BND) — Sold (part)

Vanguard Total Bond Market ETF (BND) — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard Charlotte FDS Total International Bond ETF (BNDX) — Dividend — Sold (part)

Vanguard Charlotte FDS Total International Bond ETF (BNDX) — Buy (add'l)

Vanguard Charlotte FDS Total International Bond ETF (BNDX) — Buy (add'l)

Vanguard Charlotte FDS Total International Bond ETF (BNDX) — Sold (part)

Vanguard Charlotte FDS Total International Bond ETF (BNDX) — Sold (part)

Vanguard Charlotte FDS Total International Bond ETF (BNDX) — Buy (add'l)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Dividend — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Buy (add'l)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Sold (part)

Vanguard Int'l Equity Index FDS FTSE Emerging Markets ETF (VWO) — Sold (part)

TD Ameritrade Investment Account #1 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

Guggenheim BulletShares 2021 ETF (BSCL) — Dividend

Guggenheim BulletShares 2020 ETF (BSCK) — Dividend

Guggenheim BulletShares 2022 ETF (BSCM) — Dividend — Sold (part)

Guggenheim 2023 Corporate Bond ETF (BSCN) — Dividend — Sold

Invesco Bullet Shares 2024 Corporate Bond ETF (BSCO) — Dividend — Sold

iShares Core High Dividend ETF (HDV) — Dividend

Vanguard Dividend Appreciation ETF (VIG) — Dividend

Vanguard Growth ETF (VUG) — Dividend

Vanguard Value ETF (VTV) — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF (VTI) — Dividend

DoubleLine Flexible Income Fund I (DFLEX) — Dividend

DoubleLine Low Duration Bond Fund Class I (DBLSX) — Dividend — Sold

DoubleLine Low Duration Bond Fund Class I (DBLSX) — Buy

Wisdom Tree Emerging Markets Equity Income Fund (DEM) — Dividend

Wisdom Tree International LargeCap Dividend Fund (DOL) — Dividend — Buy (add'l)

Wisdom Tree U.S. Total Market Fund (EXT) — Dividend

SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) — Dividend — Sold (part)

SPDR SSGA U.S. Large Cap Low Volatility Index ETF (LGLV) — Dividend

Federated Drive Cash Obligations Fund (PRCXX) — Dividend — Sold (part)

Federated Drive Cash Obligations Fund (PRCXX) — Buy (add'l)

Federated Drive Cash Obligations Fund (PRCXX) — Sold

Federated Drive Cash Obligations Fund (PRCXX) — Buy

Wisdom Tree Floating Rate Treasury Fund (USFR) — Dividend — Sold (part)

Wisdom Tree US Short-Term High Yield ETF (SFHY) — Dividend — Buy

Wisdom Tree US Short-Term High Yield ETF (SFHY) — Buy (add'l)

iShares Gold Trust (IAU) — None

TD Ameritrade Investment Account #2 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) (Y)

Guggenheim 2023 Corporate Bond ETF (BSCN) (Y)

Guggenheim BulletShares 2022 ETF (BSCM) (Y)

Guggenheim BulletShares 2021 ETF (BSCL) (Y)

Guggenheim BulletShares 2020 ETF (BSCK) (Y)

iShares Core High Dividend ETF (HDV) (Y)

iShares Gold Trust ETF (IAU) (Y)

ProShares Short S&P 500 New ETF (SH) (Y)

Vanguard Dividend Appreciation ETF (VIG) (Y)

Vanguard All-World ex-US ETF (VEU) (Y)

Vanguard Growth ETF (VUG) (Y)

Vanguard Value ETF (VTV) (Y)

Vanguard Total Stock Market ETF (VTI) (Y)

DoubleLine Flexible Income Fund I (DFLEX) (Y)

DoubleLine Low Duration Bond Fund Class I (DBLSX) (Y)

Wisdom Tree Emerging Markets Equity Income Fund (DEM) (Y)

Wisdom Tree International LargeCap Dividend Fund (DOL) (Y)

Wisdom Tree U.S. SmallCap Quality Dividend Growth Fund (DGRS) (Y)

Wisdom Tree U.S.SmallCap Fund (EES) (Y)

Wisdom Tree U.S. Total Market Fund (EXT) (Y)

SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) (Y)

Guggenheim Ultra Short Duration ETF (GSY) (Y)

Wisdom Tree International Quality Dividend Growth Fund (IQDG) (Y)

Lord Abbett Short Duration Income Fund Class A (LALDX) (Y)

SPDR SSGA U.S. LargeCap Low Volatility Index ETF (LGLV) (Y)

SPDR Portfolio Short Term Treasury ETF (SPTS) (Y)

Vanguard Small-Cap Growth ETF (VBK) (Y)

Vanguard Small-Cap Value ETF (VBR) (Y)

Vanguard High Dividend (VYM) (Y)

Wells Fargo Short-Term High Yield Bond Fund (WDHYX) (Y)

TD Ameritrade Investment Account #3 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) — Dividend — Sold

Guggenheim BulletShares 2020 ETF (BSCK) — Dividend — Sold (part)

Guggenheim BulletShares 2021 ETF (BSCL) — Dividend — Sold (part)

DoubleLine Flexible Income Fund I (DFLEX) — Dividend — Buy (add'l)

Wisdom Tree Emerging Markets High Div ETF (DEM) — Dividend — Buy

Wisdom Tree Emerging Markets High Div ETF (DEM) — Buy (add'l)

Wisdom Tree International LargeCap Div ETF (DOL) — Dividend — Buy

SPDR S&P Emerging Markets Dividend ETF (EDIV) — Dividend — Sold (part)

SPDR S&P Emerging Markets Dividend ETF (EDIV) — Sold

Wisdom Tree US Total Stock Market ETF (EXT) — Dividend — Buy

SPDR Bloomberg Barclays Inv Grade Flt Rate ETF (FLRN) — Dividend — Buy

Wisdom Tree International Qual Div ETF (IQDG) — Dividend — Buy

iShares Gold Trust ETF (IAU) — None

Federated Drive Cash Obligations Fund (PRCXX) — Dividend — Buy (add'l)

Federated Drive Cash Obligations Fund (PRCXX) — Sold (part)

Federated Drive Cash Obligations Fund (PRCXX) — Buy (add'l)

Federated Drive Cash Obligations Fund (PRCXX) — Sold

Federated Drive Cash Obligations Fund (PRCXX) — Buy

Invesco FTSE RAFI U.S. 1000 ETF (PRF) — Dividend — Sold

Invesco FTSE RAFI Developed Markets ex- U.S. ETF (PXF) — Dividend — Sold

Invesco FTSE RAFI Emerging Markets ETF (PXH) — Dividend — Sold (part)

Invesco FTSE RAFI Emerging Markets ETF (PXH) — Sold

Wisdom Tree US Short-Term High Yield ITF (SFHY) — Dividend — Buy

SPDR Portfolio Developed World ex-US ETF (SPDW) — Dividend — Sold (part)

SPDR Portfolio Total Stock Market ETF (SPTM) — Dividend — Sold (part)

SPDR Portfolio Total Stock Market ETF (SPTM) — Buy (add'l)

SPDR Portfolio Total Stock Market ETF (SPTM) — Buy (add'l)

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) — Dividend — Sold (part)

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) — Buy (add'l)

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) — Buy (add'l)

SPDR Portfolio S&P 500 Growth ETF (SPYG) — Dividend — Sold (part)

SPDR Portfolio S&P 500 Growth ETF (SPYG) — Buy (add'l)

SPDR Portfolio S&P 500 Growth ETF (SPYG) — Buy (add'l)

SPDR Portfolio S&P 500 Value ETF (SPYV) — Dividend — Sold (part)

SPDR Portfolio S&P 500 Value ETF (SPYV) — Buy (add'l)

SPDR Portfolio S&P 500 Value ETF (SPYV) — Buy (add'l)

T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) — Dividend — Buy (add'l)

T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) — Sold (part)

SPDR SSGA Ultra Short Term Bond Fund ETF (ULST) — Dividend — Buy (add'l)

SPDR SSGA Ultra Short Term Bond Fund ETF (ULST) — Sold (part)

SPDR SSGA Ultra Short Term Bond Fund ETF (ULST) — Buy (add'l)

TD Ameritrade Individual Retirement Account #1 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

DoubleLine Low Duration Bond Fund Class I (DBLSX) — Dividend

Wisdom Tree Emerging Markets Equity Income Fund (DEM) — Dividend

Wisdom Tree Emerging Markets Quality Dividend Growth Fund (DGRE) — Dividend

Wisdom Tree U.S. SmallCap Quality Dividend Growth Fund (DGRS) — Dividend

Wisdom Tree International LargeCap Dividend Fund (DOL) — Dividend

Wisdom Tree U.S.SmallCap Fund (EES) — Dividend

Wisdom Tree U.S. Total Market Fund (EXT) — Dividend

Wisdom Tree U.S. Mid Cap Fund (EZM) — Dividend

SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) — Dividend — Sold

iShares Gold Trust ETF (IAU) — None

Wisdom Tree International Quality Dividend Growth Fund (IQDG) — Dividend

SPDR Portfolio Emerging Markets ETF (SPEM) — Dividend

SPDR Portfolio Short Term Treasury ETF (SPTS) — Dividend — Sold (part)

Vanguard Small-Cap Growth ETF (VBK) — Dividend

Vanguard Small-Cap Value ETF (VBR) — Dividend

Vanguard FTSE All-World ex-U.S. ETF (VEU) — Dividend

Vanguard Mid-Cap ETF (VO) — Dividend

Vanguard Total Stock Market ETF (VTI) — Dividend

Vanguard Value ETF (VTV) — Dividend

Vanguard Growth ETF (VUG) — Dividend

Wisdom Tree High Yield ETF (WFHY) — Dividend — Buy

TD Ameritrade Individual Retirement Account #2 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

SPDR S&P Emerging Markets Small Cap ETF (EWX) — Dividend

SPDR S&P International Small Cap ETF (GWX) — Dividend — Buy (add'l)

SPDR S&P 600 Small Cap Value ETF (SLYV) — Dividend — Buy (add'l)

SPDR Portfolio Developed World ex-U.S. ETF (SPDW) — Dividend — Buy (add'l)

SPDR Portfolio Emerging Markets ETF (SPEM) — Dividend

SPDR Portfolio Large Cap ETF (SPLG) — Dividend

SPDR Portfolio Small Cap ETF (SPSM) — Dividend — Buy (add'l)

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) — Dividend

SPDR Portfolio S&P 500 Growth ETF (SPYG) — Dividend

SPDR Portfolio S&P 500 Value ETF (SPYV) — Dividend

TD Ameritrade Individual Retirement Account #3 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

Vanguard Total Bond Market ETF (BND) — Dividend — Buy (add'l)

Vanguard Small-Cap Index Fund ETF (VB) — Dividend

Vanguard Short-Term Corporate Bond (VCSH) — Dividend — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Buy (add'l)

Vanguard Short-Term Treasury Index Fund ETF Shares (VGSH) — Dividend — Buy (add'l)

Vanguard Dividend Appreciation ETF (VIG) — Dividend

Vanguard Total Stock Market ETF (VTI) — Dividend

Vanguard Value ETF (VTV) — Dividend

Vanguard Growth ETF (VUG) — Dividend

Vanguard FTSE Emerging Markets ETF (VWO) — Dividend

TD Ameritrade Investment Account #4 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

Wisdom Tree Balance Income ETF (WBAL) — Dividend — Buy

Federated Prime Cash Obligations Fund (PRCXX) — Dividend — Buy

TD Ameritrade Investment Account #5 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

Wisdom Tree Balance Income ETF (WBAL) — Dividend — Buy

Federated Prime Cash Obligations Fund (PRCXX) — Dividend — Buy

TD Ameritrade Investment Account #6 (H)

TD Ameritrade FDIC Insured Deposit Account (cash account) — Interest

Wisdom Tree Balance Income ETF (WBAL) — Dividend — Buy

Federated Prime Cash Obligations Fund (PRCXX) — Dividend — Buy

Illinois Bright Directions 529 Account (H)

Invesco Government Agency Portfolio C — None

Bright Directions Age-Based Allocation — None

West Virginia Smart Select 529 Account #1 (H) (see Part VIII)

All Equity Portfolio D — None

West Virginia Smart Select 529 Account #2 (H) (see Part VIII)

All Equity Portfolio D — None

Farmland - LaGrange County, Indiana — Rent

REC RT, L.L.C. 125 12.5% Preferred Units (REIT) — None

Adjunct Professor of Law, Northwestern University Pritzker School of Law

Lecturer in Law, University of Chicago Law School

Agreement — 2009 — Agreement with Skadden, Arps, Slate, Meagher & Flom LLP for the return of my capital. (See Part VIII)

Reimbursement — Seventh Circuit Bar Association — May 5-7, 2019 — Milwaukee, WI — Annual meeting — Hotel, transportation, meals

Reimbursement — Allen County Bar Association — August 7, 2019 — Fort Wayne, IN — Speak at bar association with Judge Kanne — Transportation

Reimbursement — Vanderbilt University Law School — September 11-14, 2019 — Nashville, TN — Teaching of short course — Airfare, hotel, transportation, meals

Income — 2019 — Skadden, Arps, Slate, Meagher & Flom LLP - interest income (see Part VIII) — $6,167.00

Income — 2019 — University of Chicago Law School - Teaching — $14,000.00

Income — 2019 — Northwestern University Prtizker School of Law - Teaching — $14,000.00

In Part II, I have disclosed my agreement with my former law firm, Skadden, Arps, Slate, Meagher & Flom LLP, entitling me to a return of my capital in the firm.

I received the first installment of my return of capital in 2018 after joining the U.S. Court of Appeals for the Seventh Circuit. I received the final installment in

2019. The 2019 return of capital included $6,167 in interest, which I have reported as non-investment income in Part III.

In Part VII, I have disclosed two accounts in the West Virgina Smart Select 529 Plan. In both accounts, the principal is invested in an all equity portfolio. The

Plan's fund manager is the Hartford Life Insurance Company. Beyond choosing an all equity portfolio concentration, I do not make or receive information about

individual investment decisions within the accounts. The investment statements I receive show only the aggregate market value of the accounts at reporting dates,

not specific equity holdings that the Plan chose to invest in.