Peter Panuthos

Fed. Choice Savings Account — Interest

Sun Trust Money Market, Wash., D.C. — Interest

Wells Fargo Bank., Sav. Acct., Wash., D.C. — Interest

Sun Trust Checking Account, Wash., D.C. — Interest

Wells Fargo Bank, checking acct. Wash. DC — Interest

Westwood Rochester Co. (partnership) — Interest

Westgate Barrington (partnership) — Interest

West Brookside (partnership) — Interest

Lippett Escondido Trust — Interest

Rental Property-W. Babylon, NY — Rent

Midland Nat. Life — Interest

(H) (P-IRA)

Nuveen Preferred Securities I — Dividend

Fidelity Floating Rate High Income — Dividend — Sold (part) — See VIII - Explanation

(H) (P Reg. Acct.)

DFA Emerging Markets Core Equity I — Dividend — Sold

DFA U.S. Core Equity 1 I — Dividend

Fidelity Money Market — Dividend

iShares Russell 3000 Index — Dividend

DFA Global RE Sec. — Dividend

DFA Emerging Markets Portfolio — Dividend

Vanguard High Yield Corp Adm — Dividend — Sold

Fidelity Floating Rate High Income — Dividend — Sold (part)

" — Dividend — Buy

Fidelity High Income — Dividend — Buy

Fidelity High Income — Dividend — Sold

(H) (J-IRA)

Nuveen Preferred Securities I — Dividend

Fidelity Floating Rate High Income — Dividend — Sold (part)

(H) (J-Reg. Acct.)

DFA Emerging Markets [Core Equity I] — Dividend — Sold

DFA U.S. Core Equity 1 I — Dividend

DFA U.S. Core Equity I — Dividend

Fidelity Cash Reserves — Dividend

Nuveen Preferred Securities I — Dividend

Fidelity Int. Index Premium — Dividend — Sold

(H) (J Protected Acct.)

i Shares Russell 2000 Index — Dividend

DFA Intl Core Equity I — Dividend

DFA U.S. Core Equity 1 I — Dividend

i Shares MSCI EAFE Small Cap Index — Dividend

DFA Emerging Markets Core Equity I — Dividend

Nuveen Preferred — Dividend

DFA Global RE — Dividend

Vanguard Total Bond Mkt. — Dividend — Sold

Fidelity Floating Rate High Income — Dividend — Sold

" — Dividend — Sold

Fidelity Floating Rate High Income — Dividend — Sold (part)

" — Dividend — Sold (part)

PIMCO Income Inst. — Dividend

Vanguard High Yield Corp. Adm. — Dividend

Vanguard Dev. Markets In. Adm. — Dividend

DFA Int. Vector Equity Port — Dividend

Fidelity Inflation Prot. Bd Index Fund — Dividend

Fidelity Limited Term Muni Income — Dividend

Fidelity Treasury Money Market Fund — Dividend

Real Estate, Dunellon, FL — None

Liability — JP Morgan Chase Bank — Mortgage on Rental Property--W. Babylon, N.Y

Reimbursement — American Bar Association (ABA) — 1/17 - 1/19 — New Orleans, LA — Speaker — Reimbursement for travel, meals & lodging

Reimbursement — NITA — 11/2-11/8 — Boulder, CO — Speaker — Reimbursement for travel, meals & lodging

Income — Spr 2019 — Georgetown University Law School - Teaching — $3,000.00

Spouse's income — 2019 — Self-employed Writer

Spouse's income — 2019 — Professor - Univ. of Delaware

Lines 14 and 15 - On the 2018 report lines 14 and 15 listed this identical security separately. This is one security which was purchased in 2018 and a partial sell in

2018. For the 2019 report the security is listed only once and there was a partial sell in 2019.