Wes R. Porter

Rental Property #1 (Honolulu, HI) - Tax Assesment: $1,017,000 — Rent

Rental Property #2 (Honolulu, HI) - Tax Assessment: $1,001,600 — Rent

Area (.25) in prim. residence (Honolulu, HI) - TaxAssessment: $696,525 — Rent

NY Life IRA, AMERICAN FUNDS GRWTH & INCOME PORT CL A — Interest

Metlife, BH ASSET ALL 80 — Interest

Thrift Savings Plan, L 2040 Fund — Interest

MassMutual Financial, MFS LIFETIME 2040 FUND-R2 — Interest

Vanguard, VANGUARD FEDERAL MONEY MARKET FUND — Interest

Scholarshare 529, PASSIVE AGE-BASED PORTFOLIO X-X, PORTFOLIO 2940 — Interest

Scholarshare 529, PASSIVE AGE-BASED PORTFOLIO X-X, PORTFOLIO 2938 — Interest

Operator Collective LP - investment fund — None

Blacksand fund II - investment fund — None

Bank of Hawaii - savings and checking — Interest

Capitol One 360 - savings and checking — Interest

Transamerica, TIAA-CREF BOND PLUS INST — Interest

Transamerica, VANGUARD TOTAL BOND MARKET INDEX I — Interest

Transamerica, AMERICAN BEACON SMALL CPVAL INST — Interest

Transamerica, AMERICAN FUNDS CAPITAL WORLD G/I R6 — Interest

Transamerica, BROWN CAPITAL MGMT SMALL CO INST — Interest

Transamerica, COHEN & STEERS INSTL REALTY SHARES — Interest

Transamerica, DFA INTERNATIONAL SMALL COMPANY I — Interest

Transamerica, DODGE & COX INTERNATIONAL STOCK — Interest

Transamerica, VANGAURD 500 INDEX ADMIRAL — Interest

Transamerica, VANGUARD SMALL CAP INDEX ADM — Interest

Transamerica, VANGUARD TOTAL INTLSTOCK INDEX ADMIRAL — Interest

Transamerica, VANGUARD WINDSOR II ADM — Interest

Transamerica, T. ROWE PRICE GROWTH STOCK I — Interest

ADP TotalSource, BLACKROCK US DEBT INDEX — Interest

ADP Total Source, AMFUNDS WASHINGTON MUTUAL — Interest

ADP Total Source, VOYA LARGE CAP GROWTH PORT — Interest

ADP Total Source, JHANDCOCK DSPL VAL MID CAP — Interest

ADP Total Source, FEDERATED CLOVER SM CAP VAL — Interest

ADP Total Source, BLACKROCK GLOBAL EQUITY EX US — Interest

Capital One, Sharebuilder 401k, ISHARES RUSSELL 1000 GROWTH ETF — Interest

Capital One, Sharebuilder 401k, ISHARES RUSSELL 1000 VALUE ETF — Interest

Capital One, Sharebuilder 401k, ISHARES SELECT DIVIDEND ETF — Interest

Capital One, Sharebuilder 401k, ISHARES RUSSELL 2000 ETF — Interest

Capital One, Sharebuilder 401k, ISHARES CORE S&P MID-CAP ETF — Interest

Capital One, Sharebuilder 401k, VANGUARD TOTAL BOND MARKET — Interest

Capital One, Sharebuilder 401k, VANGUARD FTSE EMERGING MARKETS ETF — Interest

Capital One, Sharebuilder 401k, VANGUARD FTSE DEVELOPED MARKETS ETF — Interest

Capital One, Sharebuilder 401k, VANGUARD GROWTH ETF — Interest

Capital One, Sharebuilder 401k, VANGUARD VALUE ETF — Interest

Director (prior to appt), PWH Educational Foundation

Director (prior to appt), Hawaii Association of Independent Schools

Law Professor (prior to appt), University of Hawaii, Richardson School of Law

President & CEO (postion prior to appt: 1/1/18-5/31/19), Damien Memorial School (dba Congregation of Christian Brothers Hawaii)

Liability — Quicken Loans Inc. — Mortgage on Rental Home #1 (Honolulu, HI)

Liability — Bank of Hawaii — Mortgage on Rental Home #2 (Honolulu, HI)

Liability — Punahou School — Tuition agreements

Liability — Operator Collective LP — Investment fund commitment

Liability — Blacksand Fund II — Investment fund commitment

Income — 2019 — Damien Memorial School - salary & bonus — $190,000.00

Income — 2019 — University of Hawaii - teaching stipend — $6,000.00

Spouse's income — 2019 — MacNaughton Group - salary, bonus, benefits

Spouse's income — 2019 — TMG Holdings Incentive LLC

Spouse's income — 2019 — Kualoa Ranch - stipend for board of director position