Katharine H. Parker

ACMVX — Dividend

NY 529 Program (H)

NY College Savings Program, Conservative Income Portfolio (age based) — Int./Div. — Distributed (part) — Tuition payment

NY College Savings Program, Conservative Income Portfolio (age based) — Distributed (part) — Tuition payment

NY College Savings Program, Conservative Income Portfolio (age based) — Distributed (part) — Tuition payment

NY College Savings Program, Conservative Income Portfolio (age based) — Distributed (part) — Tuition payment

IRA (H)

BNY Mellon Cash — Interest

US Bank Cash — Interest

CORE — Dividend

AGG — Dividend

ALFA — Dividend

BJBHX — Dividend

ECON — Dividend

GOOG — Dividend

GOOGL — Dividend

NCR — Dividend

VT — Dividend

MSFT — Dividend — Buy

AMZN — Dividend

BYND — Dividend — Buy

Stock Account (H)

Fidelity FCASH account — Interest

AAGPX — Dividend

AAPL — Dividend

ABBV — Dividend

ABT — Dividend — Donated — donation

ATT — Dividend — Buy — corporate aquision of TW

BJBHX — Dividend — Sold (part) — sale

CAMOX — Dividend

CHTR — Dividend

CSCO — Dividend

DAL — Dividend

DIS — Dividend

EFA — Dividend

ETSY — Dividend

FDRXX — Dividend

FLCSX — Dividend

FTBFX — Dividend

FTHRX — Dividend

IBM — Dividend

IWM — Dividend

KO — Dividend

NNTWX — Dividend

OAKIX — Dividend

PFE — Dividend

PTSGX — Dividend

VWO — Dividend

Nokia — Dividend

HRL — Dividend

HAIDX — Dividend

JACTX — Dividend

MNOSX — Dividend

NKE — Dividend

Trust #1 - Mass Mutual whole life — Dividend

Trust #2 - Athena whole life — Dividend

401(k) (H)

Dodge & Cox Stock — Dividend

Goldman Sachs Small Cap Value Inst'l — Dividend

Keogh (H)

Dodge & Cox Stock — Dividend

Dodge & Cox Int'l Stock — Dividend

Dodge & Cox Balanced — Dividend

ML Edge UTMA #2 (H)

ML Edge UTMA Cash — Interest

AAPL (same stock; correction to symbol) — Dividend

CLNE (same stock; correction to symbol) — Dividend

F (same stock; correction to symbol) — Dividend

D — Dividend

PM — Dividend

TSLA — Dividend

Joint Account (H)

SPDR S&P 500 ETF Trust — Dividend

401(K) (H)

CREF Growth R! (Y) — see row 84

TIAA Access Mid-Cap Value Fund T4 (Y) — see row 84

TIAA Access Int'n Equity Fund T4 (Y) — see row 84

TIAA-CREF Lifecycle Index 2030 Fund Institutional Class (Y) — see row 84

CREF Infl-Linked Bond RI (Y) — see row 84

TIAA Real Estate (Y) — see row 84

TIAA Access Social Choice Equity Fund T4 (Y) — see row 84

CREF Social Choice RI (Y) — see row 84

TIAA Traditional (Y) — see row 84

T-C Lfcycle 1dx 2030-Inst. — Dividend — Buy — Rows 75-83 moved into 84

IRA (ROLLOVER) (H) — Distribution

RYH S&P 500 — Dividend

Schb — Dividend

VBK — Dividend

TRBCX — Dividend

Trust #6 - Mass Mutual whole life — Dividend

JPMC Cash — Interest

401(k) (H)

American Funds 2030 Trgt. Date Retire R6 — Dividend

Trustee (uncompensated), Trust #1

Trustee (uncompensated), Trust #2

Agreement — 2016 — Proskauer Rose LLP Defined Benefit Pension Plan

Agreement — 2016 — Proskauer Rose LLP Keogh Plan (firm managed asset selection)

Agreement — 2016 — Proskauer Rose LLP 401(k) Plan

Liability — JP Morgan Chase — LOC

Reimbursement — The Sedona Conference — May 2-3, 2019 — Charlotte, N.C. — Conference on discovery/ FRCP — Flight, cabs, Hotel

Spouse's income — 2019 — NYC Bar Association - wages

Long- and/or short-term capital gains, if any, are also reflected in column B2; however, the drop down menu did not allow for this specificity.