Michael R. Wilner

Brokerage Acct # 1

VANGUARD CA INTERM TERM TAX FREE — Distribution

PARNASSUS CORE EQUITY FUND — Distribution — Sold

PRINCIPAL EQUITY INCOME FUND — Distribution

ISHARES RUSSELL 1000 VALUE ETF — Distribution

ISHARES S&P 500 GROWTH ETF — Distribution

ISHARES RUSSELL 1000 GROWTH ETF — Distribution

ISHARES RUSSELL 2000 GROWTH ETF — Distribution

ISHARES MSCI EAFE SMALL CAP ETF — Distribution

ISHARES NATL MUNI BOND ETF — Distribution

SCHWAB SHORT TERM US TREASURY ETF — Distribution

SCHWAB US DIVIDEND EQUITY ETF — Distribution

SCHWAB US MIDCAP ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB INTL SMALL CAP ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

SPDR S&P 600 SMALL CAP ETF — Distribution

ISHARES CALIFORNIA MUNI BOND ETF — Distribution

ISHARES IBONDS DEC 2019 TERM ETF — Distribution — Matured

ISHARES IBONDS DEC 2020 TRM ETF — Distribution

ISHARES IBONDS DEC 2021 TERM ETF — Distribution

ISHARES IBONDS DEC 2022 TERM ETF — Distribution

ISHARES IBONDS DEC 2023 TERM ETF — Distribution

ISHARES IBONDS DEC 2024 TRM ETF — Distribution

ISHR IBND DEC 2025 TRM ETF — Distribution

ISHARES IBONDS MUNI DEC 2023 — Distribution

ISHARES IBONDS MUNI DEC 2025 — Distribution

ISHARES IBONDS HIYLD DEC 2025 — Distribution — Buy

SCHWAB CA MUNI MONEY FUND — Distribution — Sold

VANGUARD SMALL CAP ETF VB — Distribution

INVESCO FTSE RAFI DEV MKT ETF — Distribution — Buy

ISHARES US REIT ETF USRT — Distribution

ISHARES GOLD ETF IAU — Distribution — Sold

ABERDEEN PHYSICAL PRECIOUS MTL BSKT ETF GLTR — Distribution — Sold

MARKET VECTORS EMERGING MARKET ETF EMLC — Distribution — Sold

SCHWAB FUNDAMENTAL EMERGING MARKETS ETF FNDE — Distribution

SCHWAB FUNDAMENTAL INTL LARGE CAP ETF FNDF — Distribution

SCHWAB FUNDAMENTAL INTL SMALL CAP ETF FNDC — Distribution

SCHWAB FUNDAMENTAL US LARGE CAP ETF FNDX — Distribution

SCHWAB FUNDAMENTAL US SMALL CAP ETF FNDA — Distribution

VANGUARD GLOBAL EXUS REAL ESTATE ETF VNQI — Distribution — Sold

XTRACKERS BARCLAYS HIGH YIELD BOND ETF HYLB — Distribution — Sold

ISHARES CORE MSCI EMERGING ETF IEMG — Distribution — Sold

SPDR BARCLAY EMERGING MARKET BONDS ETF EBND — Distribution — Sold

SCHWAB US TIPS ETF SCHP — Distribution — Sold

VANGUARD FTSE DEVELOPED ETF VEA — Distribution

VANGUARD ALL WORLD ETF VSS — Distribution

Brokerage Acct #3

LAUDUS US LARGE CAP GROWTH FUND — Distribution

PARNASSUS CORE EQUITY FUND — Distribution

PRINCIPAL EQUITY INCOME FUND — Distribution

SCHWAB AGGR BOND ETF — Distribution

SCHWAB US DIVIDEND EQUITY ETF — Distribution

SCHWAB US TIPS ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution — Buy (add'l)

SCHWAB INTL EQUITY ETF — Distribution — Buy (add'l)

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution — Buy

SCHWAB FUNDA EMG MKTS LARGE COM ETF — Distribution

SPDR S&P 600 SMALL CAP GROWTH ETF — Distribution

VANGUARD SMALL CAP ETF VB — Distribution

SCHWAB CA MM SWKXX — Distribution

Brokerage Acct #4

PARNASSUS CORE EQUITY FUND — Distribution

PRINCIPAL EQUITY INCOME FUND — Distribution

UNDISCOVERED MANAGERS VALUE FUND — Distribution

SCHWAB AGGR BOND ETF — Distribution

SCHWAB US DIVIDEND EQUITY ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution — Buy (add'l)

SCHWAB US SMALL CAP ETF — Distribution

ISHARES CALIFORNIA MUNI BOND ETF — Distribution

Brokerage Acct # 5

POWERSHARES INTL DIVIDEND ACHIEVERS ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

PROSHARES RUSSELL 2000 DVD GRWRS ETF — Distribution — Sold

MOTLEY FOOL 100 INDEX ETF TMFC — Distribution

SCHWAB US BROAD MKT SCHB — Distribution — Buy

Brokerage Acct #6

PIMCO TOTAL RETURN FUND — Distribution

POWERSHARES HIGH YIELD BOND ETF — Distribution

SCHWAB AGGR BOND ETF — Distribution

SCHWAB US TIPS ETF — Distribution

SCHWAB EMERGING MARKETS ETF — Distribution

SCHWAB INTL EQUITY ETF — Distribution

SCHWAB US LARGE CAP ETF — Distribution

SCHWAB US SMALL CAP ETF — Distribution

SCHWAB US BROAD MARKET ETF — Distribution — Buy (add'l)

Brokerage #7

VANGUARD TOTAL STOCK MARKET ETF VTI — Distribution

VANGUARD FTSE EMERGING MARKETS ETF VWO — Distribution

VANGUARD ENERGY ETF VDE — Distribution — Sold

VANGUARD FTSE DEVELOPED MARKETS ETF VEA — Distribution

ISHARES CORE MSCI EMERGING MARKETS IEMG — Distribution

SELECT SECTOR SPDR ENERGY TRUST XLE — Distribution — Sold

SCHWAB INTL EQUITY ETF SCHF — Distribution

SCHWAB US BROAD MARKET ETF SCHB — Distribution

SCHWAB US DIVIDEND EQUITY ETF SCHD — Distribution

SPDR NUVEEN BARCLAYS MUNI BOND ETF TFI — Distribution

VANGUARD DIVIDEND APPRECIATION ETF VIG — Distribution

VANGUARD MUNI BOND FUND ETF VTEB — Distribution

Brokerage # 9

SCHWAB US BROAD MARKET ETF SCHB — Distribution

Brokerage # 11

SCHWAB INTERNATIONAL ETF SCHF — Distribution — Buy (add'l)

SCHWAB US BROAD MARKET ETF SCHB — Distribution — Buy (add'l)

Brokerage # 12

SCHWAB US BROAD MKT SCHB — Distribution — Buy

Schwab Checking / Brokerage Sweep Accts — Int./Div.

Citibank Checking / Savings Accts - CLOSED — Int./Div. — Closed

Capital One Bank Savings Acct — Int./Div.

Wealthfront Cash Savings Acct — Int./Div.

529 Account #1 New York Col Savings Prog Cons/Mod Growth (no control) — Distribution — Sold (part)

529 Account #2 Wealthfront Dividend Stock and Bond Portfolio — Distribution

Board Member, Federal Bar Association, Los Angeles Chapter

Executive Committee Member, Judge Paul Michel Intellectual Property American Inn of Court

Litigation Executive Committee Member, Los Angeles County Bar Association

Part VIII - Brokerage # 8 closed and merged into Brokerage # 1, most assets sold during 2019.

Part VIII - Assets for Brokerage # 2 and # 10 (lines 37-53 and 164-166 from FY 2018 report) are omitted because the owner is no longer a dependent.

Part VII - Citibank bank accounts closed January 2019.