Susan G Braden

Rental Property, Alexandria, VA — Rent

Citibank (cash accounts) — Interest

RGIP, LLC — Distribution

Dept. of Justice Credit Union (cash) — Interest

401(k) #1 (H)

Ameriprise Insured Deposit Account (IDA) (cash) — Interest

WCM Focus Int Growth Inst (WCMIX) — None

Advisors Inner Circle FDS Edgewood Growth Instl Cl (EGFIX) — None — Buy (add'l)

Artisan High Income Inst (APHFX) — Dividend — Sold (part)

Artisan Intl Value Inst (APHKX) — None

Ashmore Emerging Markets Short Dur I (ESFIX) — Dividend — Buy

Blackrock Strategic Income Opportunities (BSIIX) — Dividend — Sold

Dreihaus Inc. Mut. Fd. Emerging Mkt. Act (DIEMX) — None — Buy (add'l)

FMI Funds Large Cap (FMIQX) — None — Sold (part)

Matthews Intl Fds Asia Div. Fd. (MIPIX) — None — Buy (add'l)

Metropolitan West Tot Ret Bd P (MWTSX) — Dividend — Buy (add'l)

Miller Invt TR Convertible Bond Fund (MCIFX) — Dividend

Newberger Berman Core Bd Fd Intl Cl (NCRLX) — Dividend — Sold (part)

Transamerica Intl Sml Cap Value (TISVX) — None

Vanguard Index Sml Cap Index Admiral (VSMAX) — Dividend

Vanguard Index 500 Index Admiral (VFIAX) — Dividend — Sold (part)

Oil & Gas Royalty (Houston & San Antonio, TX) — Royalty

529 ACCOUNTS (H)

U Fund College Investing Plan #1: Fidelity Funds, MA Portfolio 2021 — None

U Fund College Investing Plan #2: Fidelity Funds, MA Portfolio 2024 — None

U Fund College Investing Plan #3: Fidelity Funds, MA Portfolio 2024 — None

U Fund College Investing Plan #4: Fidelity Funds, MA Portfolio 2027 — None

U Fund College Investing Plan #5: Fidelity Funds, MA Portfolio 2027 — None

U Fund College Investing Plan #6: Fidelity Funds, NH Portfolio 2030 — None

U Fund College Investing Plan #7: Fidelity Funds, NH Portfolio 2033 — None

Trust #1 (H)

Federated Govt Obli Fd (GOFXX) — Dividend

Edgewood Growth Fund (EGFIX) — None

FMI Large Cap Fd (FMIHX) — None

Vanguard 500 Index Fund (VOO) — Dividend

Artisan Intl Value Fd Ins (APHKX) — None

WCM Focused International Growth Fund (WCMIX) — None

Vanguard Sml Cap Index Fd (VB) — Dividend

Transamerica Intl Small Cap Value Fd (TISVX) — None

Driehaus Emg Mkts Growth Fund (DREGX) — None

Matthews Asia Dividends Ins (MAPIX) — Dividend

NB Muni I/T Bonds Fnd Ins. (NBH) — Dividend

Vanguard I/T T/E Fd Adm (VWITX) — Dividend

Nuveen Short Duration High Yield Muni Bond Fd. (NVHAX) — Dividend

Blackrock Strategic Inc. Opp Fd Ins (BSIIX) — Dividend — Sold

Miller Convertible Bond Fund (MCIFX) — Dividend

Ashmore EM Mkts Sht Dur-Inst — Dividend — Buy

ABAThrift Savings 401(k) (no control) (H)

Vanguard Target Ret 2040 (VFORX) — None

Vanguard Target Ret Inc (VTINX) — Dividend

Vanguard Ext Mkt Idx Adm (VEXAX) — Dividend

Liability — BB&T — Mortgage on rental property

Reimbursement — George Mason University Center for Law and Economics — Jan. 23-27, 2019 — Islamorada, FL — Course on Economics for Judges — Transportation, lodging, and meals

Reimbursement — American Law Institute — Mar. 6-8, 2019 — Philadelphia, PA — Drafting Session - Restatement of Copyright Law — Transportation, lodging, and meals

Reimbursement — NY Intellectual Property Law Association — Mar. 22-24, 2019 — New York, NY — Program, Luncheon, and Meeting — Transportation, lodging, and meals

Spouse's income — 2019 — American Bar Association - salary

Spouse's income — 2019 — Ropes & Gray L.LP - retirement benefits

Spouse's income — 2/2/19 — American University - $400 honorarium

Spouse's income — 2019 — Self-employed (consultant)