Willie J. Epps jr

Trust #1 (H)

Bank of America Cash Accounts — Interest

E*TRADE Cash Accounts — Interest

BLV Vanguard Long-Term Bond ETF — Interest

BRK.B Berkshire Hathaway Common Stock — None

DIA SPDR Dow Jones Industrial Average ETF — Dividend — Donated (part)

DIS Walt Disney Company Common Stock — Dividend

PG Proctor & Gamble Company Common Stock — Dividend

VAW Vanguard Materials ETF — Dividend

VBR Vanguard Small-Cap Value ETF — Dividend

VCIT Vanguard Intermediate-Term Corporate Bond ETF — Dividend

VDE Vanguard Energy ETF — Dividend

VFH Vanguard Financials ETF — Dividend

VGT Vanguard Information Technology ETF — Dividend

VPL Vanguard FTSE Pacific ETF — Dividend

VPU Vanguard Utilities ETF — Dividend

VTI Vanguard Total Stock Market ETF — Dividend — Donated (part)

WBA Walgreens Boots Alliance Common Stock — Dividend

YUM Yum Brands Common Stock — Dividend

YUMC Yum China Holdings Common Stock — Dividend

NMANX Neuberger Berman Mid Cap Growth Mutual Fund — Int./Div.

NPRTX Neuberger Berman Large Cap Value Mutual Fund — Int./Div.

VFIAX Vanguard 500 Index Admiral Shares Mutual Fund — Int./Div.

IRA #1 (H)

DIA SPDR Dow Jones Industrial Average ETF — Dividend

T AT&T Common Stock — Dividend

VCLT Vanguard Long-Term Corporate Bond ETF — Dividend

VNQ Vanguard REIT ETF — Dividend

VTI Vanguard Total Stock Market ETF — Dividend

VWO Vanguard FTSE Emerging Markets ETF — Dividend

XOM Exxon Mobil Common Stock — Dividend

VFINX Vanguard 500 Index Investor Shares Mutual Fund — Int./Div.

E*TRADE Cash — Interest

IRA #2 (H)

TWCUX American Century Ultra Mutual Fund — Int./Div.

IRA #3 (H)

VITSX Vanguard Total Stock Market Index I — Int./Div.

VFWSX Vanguard FTSE All-World ex- US Index I — Int./Div.

Edward Jones Balance Toward Growth Fund — Int./Div.

IRA #4 (H)

ABTIX American Century Govt Bond R5 — Int./Div. — Sold (part)

MWTNX Metropolitan West Total Re Bd Admin — Int./Div. — Sold (part)

OAKBX Oakmark Equity and Income Investor — Int./Div. — Sold

SRJAX JP Morgan SmartRetirement 2035A — Int./Div. — Sold

VEIRX Vanguard Equity-Income Adm — Int./Div. — Sold (part)

VUSXX Vanguard Treasury Money Market Inv — Interest

VBAIX Vanguard Balanced Index — Int./Div. — Buy

VPMAX Vanguard PRIMECAP — Int./Div. — Buy

VSCIX Vanguard Small Cap Index — Int./Div. — Buy

IRA #5 (H)

AQEAX Columbia Disciplined Core CL — Int./Div.

EEMAX Columbia Emerging Markets — Int./Div.

VAW Vanguard Index FDS Materials ETF — Int./Div.

E*TRADE Cash Account — Interest

IRA #6 (H)

SSCVX Columbia Select Smaller-Cap Value A — Int./Div.

Ameriprise VUL (H)

Columbia VP Select International Equity Fund CL3 — Int./Div.

Goldman Sachs VIT US Equity Insights Fund — Int./Div.

Goldman Sachs VIT Mid Cap Value Fund — Int./Div.

Third Ave Value Portfolio — Int./Div.

529 Account #1 (H)

Vanguard Agressive Growth Portfolio — Int./Div.

529 Account #2 (H)

Vanguard Agressive Growth Portfolio — Int./Div.

Optum HSA Cash Account #2 — Interest

Optum HSA Cash Account — Interest

Western Sun Federal Credit Union Cash Accounts — Int./Div.

Pentagon Federal Credit Union Cash Accounts — Int./Div.

United States Senate Federal Credit Union Accounts — Int./Div.

Custodian UTMA/UGMA (H)

DIA SPDR Dow Jones Industrial Average ETF — Dividend — Buy

Trustee, The Missouri Bar Foundation

Trustee Emeritus, Amherst College

Director, National Conference of Federal Trial Judges, Judicial Division, American Bar Association

Director, The Judges' Journal, Judicial Division, American Bar Association

Director, Federal Bar Association-Kansas and Western District of Missouri Chapter

Missouri State Committee Member, The Congressional Award

Missouri State Committee Member, American College of Trial Lawyers

Reimbursement — Harvard University — January 13-19, 2019 — Cambridge, Massachusetts — Teaching Faculty for Harvard Law School Trial Advocacy Workshop — Transportation, Meals, and Lodging

Reimbursement — American Bar Association — January 25-27, 2019 — Las Vegas, Nevada — Attend ABA Mid- Year Meeting/ National Conference of Federal Trial Judges — Transportation, Meals, and Lodging

Reimbursement — National Advocacy Center, U.S. Department of Justice — March 11-15, 2019 — Columbia, South Carolina — Teaching Faculty for Basic Criminal Trial Advocacy Seminar — Transportation, Meals, and Lodging

Reimbursement — American Bar Association — May 1-4, 2019 — New York, New York — Panelist/Speaker at ABA Tort Trial & Insurance Practice Section (TIPS) Conference — Transportation, Meals, and Lodging

Reimbursement — Bar Association of Metropolitan St. Louis — May 30, 2019 — Lake Ozark, Missouri — Panelist/Speaker at Bench & Bar — Transportation and Meals

Reimbursement — American Constitution Society — June 5-7, 2019 — Washington, D.C. — Attend Annual Meeting — Transportation, Meals, and Lodging

Reimbursement — American Bar Association — August 8-14, 2019 — San Francisco, California — Attend Annual Meeting/ National Conference of Federal Trial Judges — Transportation, Meals, and Lodging

Reimbursement — National Judicial College — August 18-23, 2019 — Reno, Nevada — Attend Designing & Presenting Programs Effectively: A Faculty Development Workshop — Transportation, Meals, and Lodging

Reimbursement — American Constitution Society — September 20, 2019 — Chicago, Illinois — Speaker at Northwestern Law School — Transportation and Meals