Scott M. Grossman

Wells Fargo Bank cash accounts — Interest

OptumHealth Bank (H)

cash account — Interest

Dodge & Cox Income Fund — Dividend — Buy

Schwab Target 2040 Index Fund — Dividend

Florida Prepaid College Plan #1 — None

Florida Prepaid College Plan #2 — None

The Vanguard Group (H)

Vanguard Prime Money Market Fund — Dividend — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Municipal Money Market Fund (Y)

Vanguard S-T Investment Grade Fund (Y)

Vanguard Target Retirement 2045 (Roth IRA #1) — Dividend

Vanguard Target Retirement 2045 (Roth IRA #2) — Dividend

Vanguard 80%/20% Aggressive Age- Based 529 #1 — None — Buy (add'l)

Vanguard 90%/10% Aggressive Age- Based 529 #1 (Y)

Vanguard 90%/10% Aggressive Age- Based 529 #2 — None — Buy (add'l)

Vanguard Aggressive Age-Based Growth 529 #2 (Y)

Rental Property, Aventura, FL ($225,000) — Rent

Greenberg Traurig, P.A. stock — None

Pacific Life Insurance Policy cash value (Y)

Schwab SSgA Target Retirement 2040 — None — Sold

Shareholder, Greenberg Traurig, P.A.

Agreement — 2008 — Greenberg Traurig, P.A. Shareholder Agreement

Liability — Wells Fargo Bank, N.A. — Mortgage on Rental Property, Aventura, FL (Part VII, line 24)

Liability — Paletz Roofing — New Roof

Reimbursement — Florida Bar, Business Law Section — November 6-7, 2019 — Tampa, FL — View from the Bench Seminar — Transportation, meals, hotel

Reimbursement — Florida Bar, Business Law Section — November 7-8, 2019 — Miami, FL — View from the Bench Seminar — Transportation, meals, hotel

Income — 2019 — Greenberg Traurig, P.A. compensation — $394,324.00

Part VII, line 6 - Florida Prepaid College Plan does not report income information.

Part VII, line 7 - Florida Prepaid College Plan does not report income information.

Part VII, line 16 - sold prior to 1/1/2019.

Part VII, line 17 - sold prior to 1/1/2019.

Part VII, line 20 - Vanguard 529 plan does not report income information.

Part VII, line 21 - sold prior to 1/1/2019.

Part VII, line 22- Vanguard 529 plan does not report income information.

Part VII, line 23 - sold prior to 1/1/2019.

Part VII, line 25 - Greenberg Traurig, P.A. stock does not earn (and therefore does not report) any income.

Part VII, line 26 - surrendered prior to 1/1/2019.

Part VII, line 27 - Schwab 401(k) plan does not report income information.