Robert N. Block

Wells Fargo Bank cash accounts — Interest

Chase Bank cash accounts — Interest

Citibank cash accounts — Interest

Capital One Bank cash accounts — Interest

Credit Karma cash accounts — Interest — Open

Note receivable--Bella Mar RV Park LLC — None

Note receivable--Phair Real Estate Acquisition Fund — None

RETIREMENT PLAN (H)

American Fds 2015 Trgtdtrtrmt R6 — None

American Fds 2020 Trgtdtrtrmt R6 — None

Amerrican Fds Bal R6 — None

Vanguard Wellesley Income Admiral — None

Nationwide Fixed Select Option — None

National Life whole life policy — Dividend

BROKERAGE ACCOUNT #1 (H)

JP Morgan US Govt Money Mkt Fd — Dividend

Apple Inc. common stock — Dividend

Buckeye Partners LP — Distribution — Sold

EQM Midstream Partners LP — Distribution

Magellan Midstream Partners LP — Distribution

Tallgrass Energy LP — Distribution

Andeavor Logistics LP — Distribution — Merged (with line 23)

MLPX — Distribution

American Ser Tax-Advantaged Growth & Income Fd — Dividend — Buy (add'l)

American Ser II Tax Exempt Fd of Calif — Dividend

American Limited Term Tax Exempt Bond Fd — Dividend

American Balanced Fd — None — Sold

American Short Term Bond Fd — Dividend — Sold (part)

American EuroPacific Growth Fd — None — Sold

American Intl Growth & Income Fd — None — Sold

American New World Fd — None — Sold

American General Stable Growth 5 Fixed Annuity — Interest

Protective Life Deferred Fixed Annuity — Interest

Symetra Select 5 FixedAnnuity — Interest — Buy

BROKERAGE ACCOUNT #2 (H)

JP Morgan Deposit Sweep Acct — None

American Ser Tax-Advantaged Growth & Income Fd — Dividend — Buy (add'l)

American Ser II Tax Exempt Fd of Calif — Dividend

American Balanced Fd — None — Sold

American Limited Term Tax Exempt Bond Fd — Distribution

American Short Term Bond Fd — Dividend — Sold (part)

American EuroPacific Growth Fd — None — Sold

American Intl Growth & Income Fd — None — Sold

American New World Fd — None — Sold

Blackrock 20 80 Target Allocation Fd — Dividend

Pimco Inc Fd — Dividend

Prudential Financial Inc.common stock — Dividend

BROKERAGE ACCOUNT #3 (H)

JP Morgan US Govt Money Mkt Fd — Dividend

American Ser Tax-Advantaged Growth & Income Fd — Dividend — Buy (add'l)

American Ser II Tax Exempt Fd of Calif — Dividend

American Balanced Fd — None — Sold

American Limited Term Tax Exempt Bond Fd — Dividend

American Short Term Bond Fd — Dividend

American EuroPacific Growth Fd — None — Sold

American Intl Growth & Income Fd — None — Sold

American New World Fd — None — Sold

Blackrock 20 80 Target Allocation Fd — Distribution

Pimco Inc Fd — Distribution

Riverside Calif Elec Rev Bds dated 12/16/2010 — Interest — Redeemed

State of Calif Various Purpose G/O Rfdg Bds dated 03/08/2012 — Interest

State of Calif Various Purpose G/O Bds dated 04/01/2009 — Interest — Redeemed

Greenfield Calif Un Sch Bds dated 11/6/19 — None — Buy

IRA ACCOUNT #1 (H)

JP Morgan US Govt Money Mkt Fd — Dividend

American Ser Tax-Advantaged Growth & Income Fd — Dividend — Buy (add'l)

American Balanced Fd — None — Sold

American Target Date Retirement Ser Inc 2020 — Dividend

American Short Term Bond Fd — Dividend

American EuroPacific Growth Fd — None — Sold

American Intl Growth & Income Fd — None — Sold

American New World Fd — None — Sold

Blackrock 20 80 Target Allocation Fd — Dividend

Pimco Inc Fd — Dividend

Western Asset Middle Mkt Income Fd — Dividend

IRA ACCOUNT #2 (H)

JP Morgan US Govt Money Mkt Fd — Dividend

American Ser Tax-Advantaged Growth & Income Fd — Dividend — Buy (add'l)

American Balanced Fd — None — Sold

American Target Date Retirement Ser Inc 2020 — Dividend

National Life whole life policy — Dividend

Brighthouse Life (formerly MetLife) universal life policy — Interest

Trustee, Family Trust

Spouse's income — 2019 — Self-employed doctor

Part I. All of the assets listed iin Part VII technically are held by the family trust to which I referred in Part I..

Part VII, Item Nos. 9-13. The financial entity in which these retirement plan investments are held does not credit income to the individual investments held, but

rather reports only the market value of each investment as of the report date.

Part VII, Item Nos. 16, 49, 66, and 77. Each of our brokerage accounts historically has had what is known as a "sweep" deposit account for all otherwise

uninvested cash. In 2019, in four of our brokerage accounts, we directed that all otherwise uninvested cash be invested automatically in the JP Morgan US Govt

Money Mkt Fd.

Part VII, Item Nos 22-23. On 7/30/19, Andeavor Logistics LP was merged into MLPX. Both entities issued K-1's for 2019. So, I listed the income distribuited by

each.

Part VII, Item No. 32. In my previous FDR, I mistakenly reported this annunity under the name Western National Life Deferred Fixed Annuity.

Part VII, Item Nos. 32-34. We are not receiving any distributions from these deferred fixed annuities, but they are earning interest at the contract rates so I have

reported the amount of interest earned during the reporting period in column B(1).

.