Ona T. Wang

Individual Assets (H)

Citibank (cash) — Interest

Vanguard Money Market (cash) — Interest

Disney Timeshare, Lake Buena Vista, FL (Y)

Investment Property #1, Stratton, VT — Rent

Investment Property #2, Lake Las Vegas, NV — None

HS2, LLC — Interest

Minnesota Life Insurance Co. Variable Universal Life Insurance (H)

MSTAR BALANCED ETF1 — None

FID VIP CONTRAFUND (R) — None

MSTAR GROWTH ETF1 — None

IVY VIP SMALL CAP CORE — None

BROKERAGE ACCOUNT #1 (H)

E-Trade Bank (cash sweep) — Interest

Amazon (AMZN) — None

Apple (AAPL) — Dividend

Caterpillar (CAT) — Dividend

Cboe Global Markets (CBOE) — Dividend

Chevron (CVX) — Dividend

Cisco Systems (CSCO) — Dividend

Intel (INTC) — Dividend

Walt Disney Co. (DIS) — Dividend

403B #1 (H)

TIAA Traditional (TIAA) — None

TIAA Real Estate (TIREX) — None

CREF Bond Market R3 (QCBMIX) — None

CREF Stock R3 (QCSTPX) — None

Vanguard Inst Tg Rtm 45 Inst (VITLX) — Dividend

457B #1 (H)

TIAA Traditional (TIAA) — None

CREF Stock R3 (QCSTPX) — None

TIAA Real Estate — None

CREF Bond Market R3 (QCBMIX) — None

CREF Money Market R3 — None

Vanguard Inst Tg Rtm 45 Inst (VITLX) — Dividend

403B #2 (H)

Vanguard Inst Tgt Ret 2030 (VTTWX) — Dividend

403B #3 (H)

Vanguard Inst Tgt Ret 2030 (VTTWX) — Dividend

IRA #1 (H)

Vanguard European Stock Index Inv (VEURX) (Y)

Vanguard US Growth Fund Inv (VWUSX) (Y)

IRA#2 (H)

Vanguard 500 Index Fund Adm (VFIAX) — Dividend — Buy

Vanguard 500 Index Fund Inv (VFINX) — Dividend — Sold

IRA #3 (H)

Blackrock Global Allocation A (MDLOX) (X) — Dividend

529 ACCT #1 (H)

NYs 529 Aggressive Age-Based Option: Aggressive Portfolio — None

NYs 529 Conservative Growth Portfolio — None

529 ACCT #2 (H)

NYs 529 Aggressive Age-Based Option: Aggressive Growth — None

Agreement — 2017 — Baker Hostetler Deferred Compensation Plan (no control)

Liability — Citimortgage — Mortgage on rental property

Spouse's income — 2019 — Hospital for Special Surgery (salary)

Part II, line 1: This agreement involves only the right to deferred compensation payments.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.