Micaela Alvarez

JPMorgan Core Bond FD Slect WOBDX — Dividend — Sold

Blackrock FDS Core Bond Port Instl Class BFMCX — Dividend — Sold

Fidelity New MKR Inc I FGZMX — Dividend — Sold

John Hancock FDS III Global Shareholder YLD Class I JGYIX — Dividend — Sold

MFS Ser Tr I Value FD CL I MEILX — Dividend — Sold

Mainstay FD High Yield Corporate BD CL I MHYIX — Dividend — Sold

Metropolitan West FDS Total Return BD Cl I MWTIX — Dividend — Sold

Pimco FDS Invt Diversified Inc FD Instl PDIIX — Dividend — Sold

T Rowe Price Blue Chip Growth Fund TRBCX — Dividend — Sold

Wells Fargo FDS Trust Emerging Markets Equity Fund Instl Class EMGNX — Dividend — Sold

American Europacific Growth AEPFX — Dividend — Sold

Principal FDS Inc Small-Midcap Dividend Income PMDIX — Dividend — Sold

JPMorgan TR I VSEIX — Dividend — Sold

PIMCO FDS PIMIX — Dividend — Sold

Cohen & Streers RltyShares Inc CSRSX — Dividend — Sold

PIMCO FDS PAC Invt Mgmt PCRIX — Dividend — Sold

MFS Series TR XII Global Real Estate Fund Class I MGLIX — Dividend — Sold

Board Member, Knapp Community Care Foundation

Reimbursement — George Mason University — December 7-14, 2019 — Honolulu, HI — Educational Seminar — Transportation, hotels, meals

Reimbursement — Knapp Community Care Foundation — October 16-19, 2019 — Colorado Springs, CO — Philanthropy Southwest Conference — Transportation, hotels, meals