David C. Godbey

Charles Schwab, formerly Merrill Lynch(H)

Vanguard Institutional Index Fund — Dividend

Vanguard Short Term Investment Grade Fund ADM Class — Dividend

JPMorgan Chase Bank Accounts — Interest

JPMorgan Chase Bank Accounts DOD 8-16-14 — Interest

JPMorgan Chase Bank Account DOD 6-18-12 — Interest

TDAmeritrade #2 (H)

Bank deposit program — Interest

Aberdeen Asia-Pacific Income FAX — Dividend

DXC Technology — Dividend

Hewlett Packard Enterprise Company — Dividend

Hopewell Holdings — Dividend — Sold

HP Inc — Dividend

National Ret Prp NNN — Dividend

Public Service Entpz Group PEG — Dividend

Telefonica deEspana TEF — Dividend

Texas Pacific Land & Trust TPL — Dividend

Hawaiian Electric Industries Inc — Dividend

Putnam Tax Exempt Income-A — Dividend

Schwab Brokerage (H)

Sch Adv Cash Reserve — Dividend

DFA One Year Fixed Inc Port Instl DFIHX — Dividend

DFA Two Year Global Fixed Inc Port Instl DFGFX — Dividend

DFA Emerging Mkts Sm Cap Port Instl DEMSX — Dividend

DFA Emerging Mkts Value Port Instl DFEVX — Dividend

DFA Intl Sm Cap Grwth Instl DISMX — Dividend

DFA Intl Sm Cap Value Port Inst DISVX — Dividend

DFA Real Estate Secur Port Instl DFREX — Dividend

DFA US Lg Cap Grwth Instl DUSLX — Dividend

DFA US Lg Cap Value Port Instl DFLVX — Dividend

DFA US Micro Cap Port Instl DFSCX — Dividend

DFA US Sm Cap Grwth Instl DSCGX — Dividend

DFA US Sm Cap Value Port Instl DFSVX — Dividend

Vanguard Inter-Term Corp Bond Ix Ad — Dividend

Vanguard Total Stock Mkt Idx Adm — Dividend — Sold (part)

Vanguard Prime MMA — Dividend

TDAmeritrade #3(H)

SPDR S&P 500 ETF Trust — Dividend

SPDR S&P Midcap 400 ETF Trust — Dividend

Vanguard Int-Term Corp — Dividend

Vanguard FTSE Dev Mkts — Dividend

Bank deposit program — Interest

TDAmeritrade #4(H)

SPDR S&P 500 ETF Trust — Dividend

SPDR S&P Midcap 400 ETF Trust — Dividend

Vanguard Int-Term Corp — Dividend

Vanguard FTSE Dev Mkts — Dividend

Bank deposit program — Interest

Executor 2 estates, Executorships, See Part VII, Lines 5-17

Trustee, Family Trust, See Part VII, Lines 43-48

Spouse's income — 2019 — Self employed, attorney

Part VII, Lins 5 through 17. Respondent was Executor of two family member's estates. Dates of death were June 18, 2012 and August 16, 2014.

Part VII, Lines 43-48 were from a trust created under estate administration.