Erik P. Kimball

Bank of America Cash Accounts — Interest

IRA #1 (H)

Fidelity Cash Reserves (FDRXX) — Dividend

iShares Core S&P Total US (ITOT) — Dividend — Buy

iShares Core US Aggreg Bond (AGG) — Dividend — Buy

iShares Trust Core MSCI EAFE (IEFA) — Dividend — Buy

Ernst & Young 401k (H)

Fidelity Low Priced Stock — Int./Div.

Vanguard Target Retirement Inc — Int./Div.

Fidelity MIP II CL 3 — Int./Div.

Vanguard Target 2030 — Int./Div.

College Savings Iowa 529 (H)

Growth Age-Based Track — Int./Div. — Sold

Moderate Growth Age-Based Track — Int./Div. — Buy

Florida Retirement System (H)

FRS 2030 Retirement Date Fund — Int./Div.

Reimbursement — Bankruptcy Bar Association for the Southern District of Florida — 5/10/2019 to 5/12/2019 — Key Largo, Florida — Educational Seminar — Lodging, Meals, Registration

Spouse's income — 2019 — Florida Atlantic University (salary)

Spouse's income — 2019 — Land Grant University Tax Education Foundation (fee for service)

Part VII, Lines 16 and 17

From inception until October 7, 2019, all investments in this 529 account have been in the Growth Age-Based Track. On October 7, 2019, we moved all existing

investments and future investments to the Moderate Growth Age-Based Track. For these investment vehicles, College Savings Iowa invests in lower risk

investments as the beneficiary ages and thus comes closer to attending college. In prior annual reports, I have listed the portfolio names used by College Savings

Iowa as the beneficiary ages, rather than the relevant age-based track. It appears that listing the age based track is more appropriate, and permits me to disclose the

change from one track to another as shown in this report.