Amy Berman Jackson

HQH (X) — Sold

Capital One — Interest

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

Wells Fargo bank account — Interest

***SCHAWB INVESTMENTS***

AEDYX — None — Sold

BPIRX — None — Sold

CAMYX — None — Sold

DFTCX — Dividend — Sold (part)

DGLRX — Dividend — Buy

DGLRX — Distribution — Buy (add'l)

DGLRX — Buy (add'l)

EMVIX — None — Sold (part)

FPACX — Dividend

FPNIX — Dividend — Buy (add'l)

FSK — Dividend

HLEMX — Dividend — Sold (part)

HLEMX — Buy (add'l)

ISTIX — Distribution

LLDYX — Dividend — Buy (add'l)

MICSX — Dividend

MWCIX — Dividend — Buy (add'l)

OGIYX — Distribution — Buy

SWVXX — Dividend — Sold (part)

SWVXX — Buy (add'l)

THISX — Dividend — Buy

TRAIX — None — Buy

USSCX — None — Buy (add'l)

USSCX — Sold (part)

USSCX — Sold (part)

USSCX — Sold

VDIGX — Dividend

VIISX — Dividend — Buy (add'l)

VSCSX — Dividend — Buy (add'l)

VTI — Dividend — Sold (part)

VUSFX — Dividend

WABIX — None — Sold

WHGIX — Dividend — Sold

Schwab Investments cash equivalent account — Interest

***MERRILL LYNCH INVESTM'T ACCT***

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

Cecil Cty MD Refunding & Consolid. Publ. Improvement Bond — Interest

GFFFX — Dividend

VTI — Dividend

MADVX — Dividend

SGIIX — Dividend

BPIRX — None — Sold

BEEIX — None — Sold

FPACX — Dividend — Sold (part)

MALOX — Dividend

Sevier Cty TN Public Bldg Auth Local Govt Public Improv't Series VI1 — Interest — Redeemed

BRKB — None

MERRILL LYNCH INHERITED IRA:

ML Bank Deposit - FIA Card/BoA RASP — Interest

GFFFX (class exchange - new symbol AGTHX) — Dividend

BEEIX (class exchange - new symbol BEEAX) — Dividend — Sold (part)

BPIRX — Dividend

MADVX (class exchange - new symbol MDDVX) — Dividend

MALOX (class exchange - new symbol MDLOX) — Dividend

SGIIX (class exchange - new symbol SGENX) — Dividend

VTI — Dividend

CD American Bank Center — Interest

CD First National Bank — Interest — Matured

CD JP Morgan — Interest — Matured

Autumn Woods Limited Partnership* — Rent

***SPOUSE IND ACCOUNT***

XSLV (X) — Dividend — Buy

DGRO (X) — Dividend — Buy

PRILX (X) — Dividend — Buy

SCHD (X) — Dividend — Buy

MRFOX (X) — Dividend — Buy

VIG (X) — Dividend — Buy

DIS (X) — Dividend — Buy

DIS (X) — Buy (add'l)

IQLT (X) — Dividend — Buy

MTT (X) — Dividend

Hartford Cnty Conn Met Dist General Purpose - 416489QS4 (X) — Interest

District of Columbia Income Tax General Purpose - 25477GGD1 (X) — Interest

AMLP (X) — Dividend — Buy

AMLP (X) — Buy (add'l)

AMLP (X) — Sold

AAPL (X) — Dividend — Buy (add'l)

AAPL (X) — Sold

CMCSA (X) — Dividend — Sold

CET (X) — Dividend — Sold

EPD (X) — Distribution — Buy (add'l)

EPD (X) — Buy (add'l)

EPD (X) — Sold

JKE (X) — None — Buy

JKE (X) — Sold

IEO (X) — Dividend — Buy

IEO (X) — Sold

USMV (X) — Dividend — Buy

USMV (X) — Sold

SPLV (X) — Dividend — Buy

SPLV (X) — Sold

JNJ (X) — Dividend — Sold

MDT (X) — Dividend — Sold

POGRX (X) — None — Buy

POGRX (X) — Buy (add'l)

POGRX (X) — Buy (add'l)

POGRX (X) — Sold (part)

POGRX (X) — Sold

PONPX (X) — Dividend — Buy

PONPX (X) — Sold

Pattern Energy Group INC Class A (X) — Dividend — Sold (part)

Pattern Energy Group INC Class A (X) — Sold

PYPL (X) — None — Sold

LGLV (X) — Dividend — Buy

LGLV (X) — Sold

VT (X) — Dividend — Buy (add'l)

VT (X) — Sold

HYND (X) — Dividend — Sold

***SPOUSE IRA***

ABBV (X) — Dividend — Buy

ABBV (X) — Buy (add'l)

ABBV (X) — Buy (add'l)

ABBV (X) — Buy (add'l)

AMCFX (X) — Dividend — Buy (add'l)

AMCFX (X) — Distribution — Buy (add'l)

ARKK (X) — Distribution — Buy

ARKK (X) — Buy (add'l)

T (X) — Dividend — Buy (add'l)

T (X) — Buy (add'l)

T (X) — Buy (add'l)

T (X) — Sold (part)

T (X) — Buy (add'l)

SBLYX (X) — Dividend — Buy (add'l)

CMCSA (X) — Dividend

DSEEX (X) — Dividend — Buy

DSEEX (X) — Distribution — Buy (add'l)

DSEEX (X) — Buy (add'l)

CZA (X) — Dividend — Buy

CZA (X) — Buy (add'l)

PSCT (X) — Dividend

IJH (X) — Dividend

NEE (X) — Dividend — Buy

PFPWX (X) — Dividend — Buy (add'l)

PRILX (X) — Dividend — Buy (add'l)

PRILX (X) — Distribution — Buy (add'l)

SCHD (X) — Dividend — Buy

SCHD (X) — Buy (add'l)

SRE (X) — Dividend — Buy

SO (X) — Dividend — Buy

TGT (X) — Dividend — Buy

TGT (X) — Buy (add'l)

MRFOX (X) — Dividend — Buy

MRFOX (X) — Distribution — Buy (add'l)

MRFOX (X) — Buy (add'l)

VB (X) — Dividend — Buy

DHS (X) — Dividend — Buy

BCE (X) — Dividend — Buy

LMGNX (X) — Dividend — Buy (add'l)

IGLT (X) — Dividend — Buy

MFAIX (X) — Dividend — Buy

OAYIX (X) — None — Buy

VWO (X) — Dividend — Buy

DSL (X) — Dividend — Buy

DSL (X) — Sold (part)

LUBFX (X) — Dividend — Sold (part)

LUBFX (X) — Buy (add'l)

PONPX (X) — Dividend — Buy

PONPX (X) — Buy (add'l)

Lloyds TSB BK PLC Original Issue Discount - 539473AH1 (X) — Interest

AMBFX (X) — Dividend — Buy

AMBFX (X) — Distribution — Buy (add'l)

ABB (X) — None — Buy

ABB (X) — Sold

HDGE (X) — None — Buy

HDGE (X) — Sold

BUD (X) — None — Buy

BUD (X) — Buy (add'l)

BUD (X) — Sold

AMLP (X) — Dividend — Buy

AMLP (X) — Buy (add'l)

AMLP (X) — Buy (add'l)

AMLP (X) — Buy (add'l)

AMLP (X) — Buy (add'l)

AMLP (X) — Sold (part)

AMLP (X) — Sold

BABA (X) — None — Buy

BABA (X) — Sold

GOOGL (X) — None — Buy (add'l)

GOOGL (X) — Sold

GOOGL (X) — Buy

GOOGL (X) — Sold

AAPL (X) — Dividend — Buy (add'l)

AAPL (X) — Sold (part)

AAPL (X) — Sold

BAC (X) — Dividend — Buy

BAC (X) — Buy (add'l)

BAC (X) — Sold

MPV (X) — Dividend — Sold (part)

MPV (X) — Sold

BMY (X) — None — Buy

BMY (X) — Sold

CVS (X) — Dividend — Sold (part)

CVS (X) — Sold (part)

CVS (X) — Sold

CVS (X) — Buy

CVS (X) — Sold

LNG (X) — None — Sold

SZC (X) — Dividend — Buy (add'l)

SZC (X) — Sold (part)

SZC (X) — Sold

CFG (X) — Dividend — Buy

CFG (X) — Buy (add'l)

CFG (X) — Buy (add'l)

CFG (X) — Sold

CCI (X) — Dividend — Sold (part)

CCI (X) — Sold

DISCA (X) — None — Buy (add'l)

DISCA (X) — Sold

DUK (X) — Dividend — Sold

DUK (X) — Buy

DUK (X) — Sold

DOW (X) — None — Buy

DOW (X) — Sold

DOV (X) — Dividend — Sold

EBAY (X) — Dividend — Buy

EBAY (X) — Buy (add'l)

EBAY (X) — Sold

FE (X) — Dividend — Sold

FRC (X) — Dividend — Sold

FB (X) — None — Buy

FB (X) — Sold

GSK (X) — Dividend — Sold

ING (X) — None — Buy

ING (X) — Sold

INFY (X) — Dividend — Sold

HON (X) — Dividend — Sold

IGM (X) — Dividend — Sold

USMV (X) — Dividend — Buy

USMV (X) — Sold

OAYMX (X) — Dividend — Buy (add'l)

OAYMX (X) — Sold

INTC (X) — Dividend — Buy

INTC (X) — Buy (add'l)

INTC (X) — Sold

BTO (X) — Dividend — Buy

BTO (X) — Buy (add'l)

BTO (X) — Buy (add'l)

BTO (X) — Sold

JNJ (X) — Dividend — Sold

KSCYX (X) — None — Sold

LMT (X) — Dividend — Sold

MA (X) — None — Buy

MA (X) — Sold

MDLZ (X) — Dividend — Sold

MSFT (X) — Dividend — Sold

NPIFF (X) — None — Buy

NPIFF (X) — Sold

NGG (X) — Dividend — Buy

NGG (X) — Sold

NSC (X) — Dividend — Sold

PCG (X) — None — Buy

PCG (X) — Buy (add'l)

PCG (X) — Sold

PRU (X) — Dividend — Buy

PRU (X) — Buy (add'l)

PRU (X) — Buy (add'l)

PRU (X) — Sold

PKO (X) — Dividend — Sold

Pattern Energy Group INC - 70338P-10-0 (X) — Dividend — Sold (part)

Pattern Energy Group INC - 70338P-10-0 (X) — Sold

RDSB (X) — Dividend — Sold

R (X) — Dividend — Sold

SPLK (X) — None — Sold

HQH (X) — Dividend — Buy

HQH (X) — Buy (add'l)

HQH (X) — Buy (add'l)

UNH (X) — None — Sold

VOD (X) — Dividend — Sold (part)

VOD (X) — Sold

VZ (X) — Dividend — Sold (part)

VZ (X) — Buy (add'l)

VZ (X) — Buy (add'l)

VZ (X) — Sold

HYND (X) — Dividend — Sold

WMT (X) — Dividend — Sold

WMB (X) — Dividend — Buy

WMB (X) — Buy (add'l)

WMB (X) — Buy (add'l)

WMB (X) — Buy (add'l)

WMB (X) — Sold (part)

WMB (X) — Sold

WMB (X) — Buy

WMB (X) — Buy (add'l)

WMB (X) — Buy (add'l)

WMB (X) — Sold

General Mtrs Finl Co INC - 37045X-BP-0 (X) — Interest — Redeemed

Lazard Group LLC - 52107Q-AF-2 (X) — Interest — Redeemed

CALL APPL 10/18/19 200 (X) — None — Sold

CALL EBAY 01/15/21 50 (X) — None — Sold

CALL APPL 01/17/20 250 (X) — None — Sold

CALL EBAY 01/17/20 45 (X) — None — Sold

Spouse's income — 2019 — Orrick Herrington & Sutcliffe LLP - law firm partnership income

Concerning VII. Investments and Trusts:

-- Line 72: Autumn Woods Limited Partnership (Maryland real estate investment) -- partnership owns an apartment building in Howard County, Maryland. The

value is not based on a formal appraisal but on an internal evaluation prepared by the comptroller of Starch Realty, which manages the property. The income

represents my share of the rental income from the property.

-- Assets below line 74 are marked with an (X) to indicate that they were not reportable on any prior FDR; I was married on September 7, 2019, and all of these

assets are or were the sole property of my spouse. He has no dependent children.