Carl John Nichols

4511 Q Place NW, DC 20007 (Rental) [Appraised 5/15/18] — Rent

Citibank Checking Account — Interest

Citibank Savings Account — Interest

Bank of America Checking Account — None

Merrill Lynch Money Market Account — Interest

AXA Equitable Large Cap Value Volatility — None

AXA Equitable International Core Volatility — None

AXA Equitable Large Cap Growth — None

AXA Equitable Moderate Allocation — None

AXA Equitable 2000 Managed Volatility — None

ACAP Strategic Fund — Dividend

Altegris KKR Commitments Fund — Dividend

CPG Carlyle Commitments Fund — Dividend

Partners Group Private Equity (Master Fund) — Dividend

PMF TEI Fund — Dividend

Owl Rock Fund — Dividend

WilmerHale Capital Account — Interest — Redeemed

WilmerHale Defined Benefit Plan — None

Templeton Global Bond Fund — Interest

Lord Abbett Short Duration Income Fund — Dividend

Eaton Vance Floating Rate Fund — Dividend

Oppenheimer Developing Markets Fund — Dividend

American New Perspective — Dividend

MFS Value Fund — Dividend

Blackrock Age 18 Fund — None

Franklin Templeton Age 18 Fund — None

MFS Age 18 Years Fund — None

Blackrock Age 16 Fund — None

Franklin Templeton Age 16 Fund — None

MFS Age 16 Fund — None

Blackrock Age 8-11 Years Fund — None

Franklin Templeton Age 8-11 Years Fund — None

MFS Age 8-11 Years Fund — None

MainStay MK HY Corp Bond I — Dividend — Sold

Franklin Emerg Mrkt Debt Opp — Dividend — Sold

Dodge & Cox Income Fund — Dividend — Sold

Harbor Large Cap Value Inst — Dividend — Sold

MFS Value Fund R3 — Dividend — Sold

BlackRock Equ Inv Non-Lend M — Dividend — Sold

Loomis Sayles Growth Fund N — Dividend — Sold

T Rowe Price Real Estate Fund — Dividend — Sold

Acadian Emerging Mtks Prt Inst — Dividend — Sold

Oakmark International Inv — Dividend — Sold

TIAA CRE Intl Equity Idx Inst — Dividend — Sold

Altria Group Inc. (MO) — Dividend — Sold

Amgen Inc. Common (AMGN) — Dividend — Sold

American Elec. Power Co. (AEP) — Dividend — Sold

Astrazeneca PLC Spnd ADR (AZP) — None — Sold

AT&T Inc. (T) — Dividend — Sold

BB&T Corp (BBT) — None — Sold

Boeing Company (BA) — Dividend — Sold

C.H. Robinson Worldwide (CHRW) — None — Sold

Carnival Corp Paired SHS (CCL) — Dividend — Sold

Cisco Systems Inc. Common (CSCO) — Dividend — Sold

CME Group Inc. (CME) — None — Sold

Coca Cola Common (KO) — None — Sold

Digital Rlty Tr Inc. (DLR) — None — Sold

Emerson Elec Co (EMR) — Dividend — Sold

JP Morgan Chase & Co. (JPM) — Dividend — Sold

Lockheed Martin Corp. (LMT) — Dividend — Sold

McDonalds Corp. Common (MCD) — None — Sold

Merck and Co. Inc. (MRK) — Dividend — Sold

Paychex Inc. (PAYX) — None — Sold

Pfizer Inc.(PFE) — None — Sold

Procter & Gamble (PG) — None — Sold

Royal Dutch Shell PLC (RDSB) — Dividend — Sold

Target Corp. (TGT) — Dividend — Sold

Texas Instruments (TXN) — None — Sold

Tiffany & Co. (TIF) — Dividend — Sold

Toronto Dominion Bank (TD) — Dividend — Sold

Union Pacific Corp. (UNP) — None — Sold

United Techs Corp.(UTX) — Dividend — Sold

Verizon Communications (VZ) — Dividend — Sold

American Express Credit(AXP21) — Interest

Apple Inc. (AAPL 24) — Interest

AT&T Inc. (T21E) — Interest — Sold

AT&T Inc. (T27) — Interest

Cisco Systems Inc. (CSCO19) — Interest — Sold

Citigroup Inc. (C25E) — Interest

CVS Health Corp. (CVS20A) — Interest

Enterprise Products Oper (EPD20A) — Interest

Goldman Sachs Group Inc. (GS26O) — Interest

Home Depot Inc. (HD21A) — Interest

John Deere Capital Corp. (DE19) — Interest — Sold

Lockheed Martin Corp. (LMT20) — Interest

Microsoft Corp. (MSFT45) — Interest

Morgan Stanley (MS24R) — Interest

Oracle Corp. (ORCL25F) — Interest

Shire Acq Inv. Ireland DA (SHPG21) — Interest

Southern Co. (SO26) — Interest

Verizon Communications (VZ23) — Interest

Visa Inc. (V45) — Interest

Walt Disney Company (DIS22) — Interest

Wells Fargo & Company (WFC24) — Interest — Sold

BP Capital Markets PLC (BP27B) — Interest

USD Shell Intl Fin (RDS 18) — Interest

Berkshire Hathaway Bonds — None — Buy

PSRP Special Situations Enhanced-Liquidity — Dividend

PSRP Passive US Equities — Dividend

PSRP Passive Non-US Equities — Dividend

PSRP Passive US Bonds — Dividend

MPPP Special Situations Enhanced- Liquidity — Dividend

MPPP Passive US Equities — Dividend

MPPP Passive Non-US Equities — Dividend

MPPP Passive US Bonds — Dividend

Principal LifeTime 2035 R5 Fund — Dividend

Marsh & McLennan Bonds — Interest — Buy

Invesco Emerging Mtk. Debt ETF — Dividend — Buy

Invesco Preferred ETF — Dividend — Buy

IShares IBOXX Bond ETF — Dividend — Buy

IShares TIPS (Bond) ETF — Dividend — Buy

IShares 3-7 year Treasury ETF — Dividend — Buy

IShares MBS (Bond) ETF — Dividend — Buy

IShares IBOXX High Yield ETF — Dividend — Buy

IShares Core MSCI (Stock) ETF — Dividend — Buy

IShares TR Core MSCI EAFE ETF — Dividend — Buy

Vaneck Vectors EM Bond ETF — Dividend — Buy

Vaneck Small Cap Value ETF — Dividend — Buy

Vaneck Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vangaurd Growth ETF — Dividend — Buy

Vanguard Intermediate Bond ETF — Dividend — Buy

Vanguard Short-Term Bond ETF — Dividend — Buy

Vanguard Intermediate Corp ETF — Dividend — Buy

XTrackers USD High Yield ETF — Dividend — Buy

Partner, WIlmer Cutler Pickering Hale & Dorr LLP ("WilmerHale")

Agreement — 2010 — WilmerHale Defined Benefit Plan; I received a lump-sum distribution from this defined benefit plan after my departure from the firm

Agreement — 2010 — WilmerHale Capital Account; I received my contributed capital, together with accrued interest, at the time of my departure from the firm

Agreement — 2010 — WilmerHale Partnership Share; I received payments representing my partnership shares at the time of my departure

Liability — Bank of America — Mortgage on Rental Property

Liability — Citibank — Loan for WilmerHale Capital Account

Liability — Citibank — Loan for WilmerHale Capital Account

Liability — Citibank — Loan for WilmerHale Capital Account

Income — 2019 — WilmerHale Partnership Income (earned for tax year 2019) — $494,257.00

Spouse's income — 2019 — Ashoka (Employee)