Charles Joseph Williams

University of Iowa Credit Union — Dividend

First Trust Exchange ETF (FMB) — Dividend

Ishares Trust Agency Bond ETF (AGZ) — Dividend

Odyssey Marine Exploration (OMEX) — Dividend

SPDR Series Trust S&P500 ETF (SPYG) — Dividend

Vanguard Star FD TL Intl Stk F ETF (VXUS) — Dividend

Vanguard Shrt Trm Corp Bd ETF (VCSH) — Dividend

Vanguard Mortg-back Sec ETF (VMBS) — Dividend

Vanguard Total Stk Mkt ETF (VTI) — Dividend

Workiva Inc. Com. CL A (WK) — Dividend

American Funds New Economy Mutal Funds — Dividend

Federal Investments Prime Cash Money Market — Interest

Iowa College Savings 529 Acct.; Age Based track-Conserv. Growth — None

Iowa College Savings 529 Acct.; Age Based track-Consv. Income — None

Adjunct Professor of Law (2001 to present), University of Iowa College of Law

Trustee (August 2015 to present), Gary W. Williams Revocable Trust

Agreement — 2019 — Teach as Adjunct Law Professor, University of Iowa College of Law ($4,000 per semester)

Liability — University of Iowa Credit Union — Mortgage

Liability — Penny Mac — Mortgage

Income — 2019 — West Publishing (royalty) — $977.12

Income — 2019 — University of Iowa College of Law — $8,000.00

Income — 2019 — Gary W. Williams Trust — $2,000.00

The Iowa College Savings 529 Statements do not report income; they only report growth

The Trust, of which I serve as Trustee, is a trust my established before he died. During the reporting period, the trust consisted of

approximately $700,000. The Trust document requires that income and principle be use to support my for her life. Upon her death, if any assets

remain they are to split equally among the . I am paid $2,000 a year to maintain the investments and disburse funds to my on an as-

needed basis.