Steve Kim

VTAPX — Dividend

VBTLX — Dividend

VTABX — Dividend

VTIAX — Dividend

Ally Bank Cash Accounts — Interest

Capital One Cash Account — None — Closed

PenFed Cash Accounts — Interest

Wells Fargo Cash Account — None

529 Plan California TIAA-CREF Passive Age Based Portfolio 9-10 — None

Vanguard Rollover IRA (H)

VGRLX — Dividend

VAIPX — Dividend

VMMXX — Dividend

VGSLX — Dividend

VTSAX — Dividend — Sold (part)

VMFXX (X) — Dividend — Buy

Fidelity Brokerage Account (H)

FTEXX — Dividend

ACP — Dividend — Sold

BGB — Dividend — Sold

RA — Dividend — Sold

EXD — Dividend — Sold

IRL — Distribution — Sold

NEA — Dividend — Sold

NAD — Dividend — Sold

SWZ (Y)

EMD — Dividend — Sold

NNC — Dividend — Sold

UTF — Dividend — Sold

ARDC — Dividend — Sold

AFT — Dividend — Sold

GDL — Dividend — Sold

ECF — Dividend — Sold

EMI — Dividend — Sold

Fidelity Roth IRA (H)

FDRXX — Dividend

FHLC — Dividend

Fidelity Trad IRA #1 (H)

FDRXX (Y)

SHY (Y)

Vanguard Trad IRA #1 (H)

VEIEX — Dividend — Buy (add'l)

VEIEX (converted to VEMAX) — Dividend — Merged (with line 44)

VEMAX (X) — Dividend

VEXRX — Distribution — Sold (part)

VITAX — Dividend — Sold (part)

VWIAX — Distribution

VMFXX (X) — Dividend — Buy

Fidelity Trad IRA #2 (H)

FDRXX (Y)

Vanguard Trad IRA #2 (H)

VBIAX — Dividend

VFIDX — Dividend

VPGDX — Distribution

VFSUX — Dividend

Liability — NELNET Loan Servicing — Student Loan

Spouse's income — 2018 — PJCA Management LLP - W2 Wages