Samuel James Otero

Aviva Life Insurance Strategy Select — Dividend

Great American Life Insurance (Y)

Ford Motor (X "common" brokerage acct. #2) — Dividend

Chase Bank Account Joint — Interest

L.A. Federal Credit Union Accounts — Interest

California Credit Union — Interest

OPG LLC Edgecliff Real Property (Los Angeles, CA) X — Rent

OPG Holdings LLC Lafayette Real Property (Los Angeles, CA) X — Rent

Board Member/Officer, Judge Michel Intellectual Property American Inn of Court

Board Member, Association of Business Trial Lawyers

Executor, Family Estate

Gift — Los Angeles IP Inn of Court — Membership — $850.00

Gift — Association of Business Trial Lawyers — Membership — $95.00

Agreement — 2003 — California Judges Retirement Plan; Pension Upon Retirement, Age 63

Agreement — 1988 — Los Angeles Employees Retirement Plan; Pension Upon Retirement, Age 55

Liability — Wells Fargo — Mortgage (investment property)

Liability — Union Bank — Mortgage (investment property)

Liability — U.S. Bank — Mortgage (investment property)

Reimbursement — Association of Business Trial Lawyers — 04/13/2018 to 04/15/2018 — San Diego, California — ABTL Joint Board Retreat — transportation, lodging, food, registration fee

Reimbursement — Administrative Office of the U.S. Courts — 08/26/2018 to 08/29/2018 — Santa Fe, New Mexico — Retirement and Senior Status Planning Program — transportation, lodging, food

Reimbursement — Federal Judicial Center — 09/12/2018 to 09/14/2018 — Malibu, California — Mediation Skills Workshop — transportation and incidentals

Reimbursement — Association of Business Trial Lawyers — 10/09/2018 to 10/14/2018 — Maui, Hawaii — ABTL Annual Seminar — transportation, lodging, food, registration fee

Income — 01/2018 — Los Angeles Employee Retirement Pension — $19,391.00

Income — 01/2018 — California State Judges Retirement — $98,039.00

Income — 01/2018 — Social Security Benefits — $19,614.00

Spouse's income — 01/2017 — Los Angeles Unified School District

My 2018 report is amended as follows.

Part VII, line 2 listed "Great American Life Insurance." This was a Life Insurance Policy covering my wife when she was employed as a teacher with Los Angeles

Unified Schools. My wife has since retired and the Policy is no longer in place. This Policy was incorrectly reported in Part VII.