Carol Bagley Amon

IRA Accts Citibank, B'kyn, NY (See VIII) — Dividend

Law Partnership Cap Acct — None

Citibank N.A. Money Market — Interest

Merrill Lynch CMA Account (H) (See VIII)

Invesco/Midcap Growth — Dividend

Fidelty Ad Equity Growth — Dividend

Fidelty Ad Tech Fund — Dividend

MFS Moderate Allocation — Dividend

Johnson & Johnson — Dividend

1919 Financial Services Fund Class C — Dividend

ClearBridge Large Cap — Dividend

Chase Select Checking — Interest

Passumpsic Bank (See VIII) — Interest

Encore Networks Inc. (See VIII) — None

Rental Property Brooklyn, NY — Rent

Rental Property Newport, VT (See VIII) — Rent

AXA Equitable Variable Life Policy (See VIII) — Interest

Aim Technology — Dividend

Sonic Mountain Inc. — None

Citibank CD — Interest

Spoleto Corp. (See VIII) — Interest

Pimco Total Return Fund (Bonds) — Interest

Franklin Rising Dividends FD Class A — Dividend

Walnut Street Finance, LLC — Interest

Military Talent Group, Inc. — None

Airborne Wireless Network — None

Wilson Davis Account # 1 (H) (See VIII)

Microsoft — None

Apple — None

Fidelity Funds — Dividend — Buy

JP Morgan Brokerage Account # 3 (CBA) (H) (See VIII)

Treas Money Market — Dividend

JP Morgan Advisory (See VIII) Horizen Account (CBA) #4 — Dividend

Invesco Asia Pacific Growth — Dividend

IShare Russell 2000 ETF — Dividend

IShares New York Muni Bond — Dividend — Sold (part)

IShares IBOXX $ High Yield Corporate Bond ETF — Dividend

IShares Select Dividend ETF — Dividend

Lord Abbett Shrt Duration Income Fund — Dividend

Pimco High Yield Fund Inst1 C1 — Dividend

Vanguard S&P 500 ETF — Dividend

Vanguard Total Bond Market ETF — Dividend

Powershares QQQ Trust Series 1 — Dividend

Guggenheim S&P 500 Equal Weight ETF — Dividend

JP Morgan Deposit Acct A — Interest

DoubleLine FDS TR — Dividend

Invesco Exchange Traded Fund — Dividend

JPM 100% U.S. Treas Sec MM — Interest

NYS 529 College Savings Account (See VIII) — Dividend

Columbia Convert Bond Fund — Interest — Buy

Agreement — 1/1/2002 — Law Office of Thomas G. Amon - Chase Manhattan Bank Defined Benefit Pension Plan

Agreement — 1/1/2002 — Law Office of Thomas G. Amon - Chase Manhattan Bank Defined Benefit Profit-Sharing Plan

Liability — Passumpic Bank — Mortgage of rental property - Newport, VT - rental income generated in 2019

Reimbursement — Pepperdine University School of Law — March 13 - 15, 2019 — Malibu, California — Lecturer - Byrne Clerk's Institute — Meals, transportation and lodging

Reimbursement — E.D.N.Y. Association — February 13, 2019 — New York, New York — Annual Dinner — Meals

Reimbursement — Federal Bar Conference — February 16 - 23, 2019 — Maui, Hawaii — Winter Bar Meeting — Meals, transportation and lodging

Reimbursement — Thomas More Society — October 1, 2019 — New York, New York — Award Dinner — Meals

Spouse's income — 2019 — Law Office Thomas G. Amon - Non-investment Income Pension Plan

Spouse's income — 2019 — Law Office Thomas G. Amon - Non-investment Income Profit-sharing Plan

Re: Part VII

Item 1 - IRA Accts Citibank, B'klyn, NY - Fidelity Advisor Stock Selector All Cap Fund Class A

Item 4 - Merrill Lynch CMA Account (CBA) - Master Account Holding Items 5 - 11

Item 13 - Passumpsic Bank - Newport, VT - Account opened on 5/15/18

Item 14 - Market value of vested options less exercise on 12/31/19

Item 16 - Rental property located in City of Newport, Chittenddon County, Vermont, inherited in 19994. Value at date acquired - $200,000

Item 17 - AXA Equitable Variable Life Insurance Policy - Incentive Legacy III

Item 21 - Asset Management Consulting Company

Item 27 - Management Asset Account (TGA)

Item 31 - Managed Asset Brokerage Account - (JPMorgan Securities) (CBA)

Item 33 - Advisory Horizen Managed Account - (JPMorgan Securities) (CBA)

Item 49 - Investment with Vanguard Aggressive Growth Funds