Anita Blumstein Brody

Bank Accounts (H)

Wells Fargo - bank accounts — Interest

Family Trust #2 (H)

Wellington Fund Admiral — Dividend

Total Bond MKT Index Adm — Dividend — Sold (part)

Total Stock Mkt Idx Adm — Dividend

Growth Index Fund Adm — Dividend — Buy

IRA #3 (H)

Vanguard Total Bond Market Index Fund Admiral Shares — Dividend — Distributed (part)

Vanguard Total Bond Market Index Fund Admiral Shares — Distributed (part)

Vanguard Total Stock Market Index Fund Admiral Shares — Dividend

Wellington Fund Admiral Shares — Dividend

Education Account #1 (H)

NH Portfolio 2018 (Index) — None — Sold

NH Portfolio 2018 — None — Sold

Education Account #3 (H)

Fidelity Cash Account — None — Closed

Education Account #5 (H)

NH Portfolio 2015 (Index) — None — Buy (add'l)

NH Portfolio 2015 — None — Buy (add'l)

Education Account #6 (H)

NH Portfolio 2024 (Index) — None — Buy (add'l)

NH Portfolio 2024 — None — Buy (add'l)

Education Account #7 (H)

NH Portfolio 2024 (Index) — None — Buy (add'l)

NH Portfolio 2024 — None — Buy (add'l)

Education Account #8 (H)

NH Portfolio 2021 (Index) — None — Buy (add'l)

NH Portfolio 2021 — None — Buy (add'l)

Ameriprise Financial stock — Dividend

Brokerage Account #2 (H)

Fidelity Treasury MMkt FD — Interest

Third Avenue Focused Credit Fund Investor — Distribution — Sold

Brokerage Account #3 (H)

Fidelity Inter Mediate Muni Income — Dividend — Sold (part)

Fidelity Total Mkt Index — Dividend — Buy (add'l)

Fidelity 500 Index Premium Class — Dividend — Buy (add'l)

Fidelity 500 Index Premium Class — Buy (add'l)

Fidelity 500 Index Premium Class — Merged (with line 41)

Fidelity Government Money Market — Interest

Fidelity 500 Index Fund — Dividend

Member, Board of Visitors, Columbia Law School

Trustee, Family Trust

Reimbursement — Colby College — May 20, 208 - May 21, 2018 — Waterville, ME — Award presentation — Transportation and lodging

Income — 2018 — Commonwealth of Pennsylvania-pension — $30,691.00

Part VII, line 17 was the remaining cash balance in the education account at the end of the prior year which was distributed in 2018 and closed.

Part VII, Lines 16-29. Although I understand the form requires income to be listed for each investment in column B of Part VII, "none" has been reported because

the statements provided to me from the educational accounts do not provide such detail.