Karen Nelson Moore

Key Bank Account — Interest

Key Bank Gold Money Market Savings — Interest

Key Bank CD — Interest

IRA T. Rowe Price New Horizons Fund — Distribution — Sold (part)

TIAA (Pension Fund) — Interest — Sold (part)

CREF (Pension Fund) — None — Sold (part)

Vanguard Wellesley Income Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Windsor Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Wellington Fund (Retirement Fund) — Dividend — Sold (part)

Dodge & Cox Stock Fund (Rollover IRA) — Dividend — Sold (part)

" " " " — Sold (part)

Fidelity Capital Appreciation (Rollover IRA) — Dividend — Sold (part)

" " " " — Sold (part)

T. Rowe Price Growth Stock — Dividend

IRA American Funds--Capital World Growth & Income CL A — Dividend — Sold (part)

IRA American Funds--Investment Co of Am CL A — Dividend

Baird Core Plus Inst (Rollover IRA) — Dividend — Sold (part)

" " " " — Sold (part)

American Funds--Capital Inc Bldr Fund CL A — Dividend

PNC Money Market — Interest

IRA Income Fund of Am Fd CL A — Dividend

Franklin Rising Div Fd — Dividend

Income Fund of Am Fd CL A — Dividend

Franklin Mut Glbl DScv Fd CL A — Dividend

Franklin Fltg Rate Dly Access — Dividend

Franklin Fed Tax Free Income CL A — Dividend

Franklin High Yield Tax Free — Dividend

Franklin Fed Intr-TM Tx FR Incm — Dividend

IRA American Fnd New Perspective Fd CL A — Dividend

Key Bank Checking — Interest — Closed

Franklin Dynatech Fund Cl A — Dividend

Franklin Equity Income Fund A — Dividend

Franklin Fed Intr--Tm Txfr Incm A — Dividend

Franklin Fed Ltd Term Tax Free — Dividend

Franklin Fed Tax-Free Income A — Dividend

Franklin Growth Series Class A — Dividend

Franklin High Yield Tax Free A — Dividend

Franklin Mut Glbl Dscv Fd Cl A — Dividend

Franklin Rising Dividends Fd A — Dividend

Templeton Global Smaller Cos A — Dividend

Fidelity Asset Manager 40% — Dividend

Fidelity Freedom Index 2025 Investor (Rollover IRA) — Dividend — Sold (part)

" " " " — Sold (part)

Fidelity 500 Index Premium Class — Dividend

Fidelity Tax Free Bond — Dividend

Fidelity Ohio Muni Income — Dividend

Fidelity Govt Money Mkt — Dividend — Buy

" " " " — Buy

" " " " — Sold (part)

Fidelity Asset Manager 60% — Dividend

Fidelity Zero Int' Index (X) — Dividend — Buy

Fidelity Zero Total Market Index (X) — Dividend — Buy

American TaxAdv G&I Port A (X) — Dividend — Buy

Federated Prime Cash Oblig (X) — Interest — Buy

American Expresss National Bank — Interest — Buy

Trustee, Trust #2

Member, Visiting Committee, Harvard Law School

Reimbursement — Federal Judges Association — 4/13/19 - 4/16/19 — Dallas, TX — Board Meeting — Transportation, food, lodging

Reimbursement — USC — 10/21/19 - 10/24/19 — Los Angeles, CA — Jurist in Residence — Transportation, food, lodging

Reimbursement — University of Indiana — 11/21/19 - 11/23/19 — Bloomington, IN — Moot Court — Transportation, food, lodging

Part VII - Items 30-40 are from Trust #2.

Part VII - Item 4. Five equal partial sales on 8/20, 9/20, 10/20, 11/20 12/20 totalling K.

Part VII - Items 7, 8, 9. Four equal partial sales on 9/10, 10/8, 11/8, 12/8 totalling J.

Part VII - Items 5, 6. Five equal partial sales on 8/22, 9/23, 10/22, 11/22, 12/23 totalling K.