Richard Mark Gergel

Investment Property, Edisto Beach, SC — Rent

Lincoln National Universal Life Insurance — Int./Div.

Am. Balanced Class A — Interest — Sold (part)

Am. Balanced Class A — Sold (part)

Am. High Income Trust Class A — Int./Div.

VistaBank South Carolina — None

Bank of America Checking — Int./Div.

TIAA-CREF Fixed Annuity — Int./Div.

Wachovia Certificates of Deposit — Int./Div.

Am. Short Term Bond/Class A — Int./Div.

Blackrock Global Allocation Fund — Int./Div.

American Fund Global Balanced Fund — Interest

FIA Card SErvices Money Market — Interest

Merill Lynch Bank Deposit Fund — Interest

BOA Cash Reserve Money Market Fund — Interest

Tortoise Energy Capital — Int./Div. — Sold

IShares US Preferred Stock ETF (PFF) — Int./Div.

SP DR Gold Trust — Int./Div.

Liability — Bank of America — Mortgage on Investment Property: Edisto Beach, South Carolina

Reimbursement — Farrar, Straus & Giroux (publisher) — 1/30-31/2019 — New York City — Speech, Brooklyn Historical Society — Hotel, Air

Reimbursement — Farrar, Straus & Giroux (publisher) — 2/2-3/2019 — Washington, D.C. — Speech, Politics & Prose Bookstore — Hotel, Air

Reimbursement — Farrar, Straus & Giroux (publisher) — 3/26-27/ 2019 — Boston, Mass. — Speeches, Social Law Library and Harvard Law School — Hotel, Air

Reimbursement — Farrar, Straus & Giroux (publisher) — 3/23-24/2019 — Charlottesville, Va. — Speech, Virginia Festival of Books — Hotel, Air

Reimbursement — American Law Institute — 5/19-22/2019 — Washington, DC — Annual Meeting Attendance, American Law Institute — Hotel, Air

Reimbursement — Drake Unversity — 7/17-18/2019 — Des Moines, Iowa — Speech, Harkin Institute — Hotel, Air

Reimbursement — Truman Presidential Library — 7/18-19, 2020 — Independence, Missouri — Speech, Truman Presidential Library — Hotel, Air

Reimbursement — Martha's Vineyard Book Festival — 8/3-4/2019 — Martha's Vineyard, Mass. — Speech, Martha's Vineyard Book Festival — Air

Reimbursement — Farrar, Straus and Girroux (publisher) — 8/30-31/2019 — Washington, D.C. — Speech, Library of Congress Book Festival — Air, Hotel

Reimbursement — American Bar Association — 11/7-8/2019 — Washington, D.C. — Speech, ABA Criminal Justice Section — Air, Hotel

Reimbursement — Farrar, Straus & Giroux (publisher), University Club of New York — 11/20-21/2019 — New York City — Speech, University Club of New York — Air (Farrar, Straus & Giroux), Hotel (University Club of New York)

Income — 10/22/2019 — Farrar, Straus and Giroux, book royalties — $25,000.00