Neil W. Bason

First Republic Bank accounts — Interest

Northwestern Mutual - whole life policies — Dividend

IRA #1 (H)

American Century One Choice 2035 Inv. — Int./Div.

IRA #2 (H)

Schwab Market Track Growth — Int./Div.

Duane Morris LLP 401(k) (H)

Dodge & Cox Balanced Fund Mutual Fund — Int./Div.

Reimbursement — Inn of Court — 2/21/19, 3/12/19, 5/14/19, 6/11/19 — Los Angeles, CA — education; meeting with attorneys and judges — meals

Reimbursement — California Bankruptcy Forum — 5/17/19-5/19/19 — Rancho Mirage, CA — education; meeting with attorneys and judges — meals, lodging

Reimbursement — Public Counsel & local bar sponsors — 11/14/19 — San Francisco, CA — pro bono awards; meeting with attorneys and judges — meal

Reimbursement — Central Dist. Cal. Consumer Bankruptcy Att'y Assoc. — 11/7/19 — Los Angeles, CA — pro bono awards; meeting with attorneys and judges — meals

Reimbursement — Central California Bankruptcy Association — 9/20/19 — Fresno, CA — education; meeting with attorneys and judges — meals; lodging; transportation

Reimbursement — Los Angeles Bankruptcy Forum — 6/3/19 — Los Angeles, CA — education; meeting with attorneys and judges — meal

Reimbursement — Orange County Bar Assoc. — 5/23/19 — Orange, CA — education; meeting with attorneys — meal

Reimbursement — Lawyer Representatives to courts — 5/22/19 — Los Angeles, CA — meeting with attorneys and judges — meal

Reimbursement — local bar associations — 4/30/19 — Los Angeles, CA — education; meeting with attorneys and judges — meal

Reimbursement — Loyola Bankruptcy Clinic — 4/2/19 — Los Angeles, CA — pro bono; meeting with attorneys and judges — meal