Lois Bloom

American Funds Income Fund of America (a) — Dividend

Pfizer — Dividend

Citibank Accounts — Interest

Chase Accounts — Interest

Fidelity SEP IRA (H)

Fidelity International Disc — Dividend

Fidelity International Disc — Buy (add'l)

Fidelity International Disc — Buy (add'l)

Fidelity International Disc — Buy (add'l)

Int'l Index Premium Class — None — Sold

500 Index Premium Class — Dividend

500 Index Premium Class — Buy (add'l)

500 Index Premium Class — Buy (add'l)

Fidelity Contrafund — None

Fidelity Contrafund — Buy (add'l)

Fidelity Contrafund — Buy (add'l)

Fidelity Puritan — Dividend

Fidelity Puritan — Buy (add'l)

Fidelity Puritan — Buy (add'l)

Fidelity Balanced — Sold

Fidelity Cash Reserves — Dividend

Fidelity Trend — Dividend — Buy

Int'l Cap Appreciation — Dividend — Buy

Fidelity Investment Grade Bond Fund — Dividend — Buy

Charles Schwab Bank Deposit Accts. — Interest

Activision Blizzard — Dividend — Sold

Comcast — Dividend — Sold

Blackstone Mortgage TR — Dividend — Sold

Invesco S&P Global Water (formerly Guggenheim CGW) — None — Sold

JP Morgan Chase & Co. — Dividend — Sold

Kinder Morgan Inc. — Dividend — Sold

Novartis — None — Sold

Paypal Holdings Incorporated — None — Sold

Schwab International Small — None — Sold

SPDR Index Shares Fund — Dividend — Sold

Starwood PPTY — Dividend — Sold

TJX Cos Inc. — None — Sold

Ventas Inc. — Dividend — Sold

BP PLC — None — Buy

BP PLC — Dividend — Sold

Shake Shack — None — Buy

Shake Shack — None — Sold

ISHARES CORE MSCI: IEMG — Dividend — Buy

ISHARES CORE MSCI: IEMG — Sold (part)

Schwab Government Money Fund Investor Shares: SNVXX — Dividend — Buy

Schwab Government Money Fund Investor Shares: SNVXX — Sold (part)

ISHARES RUSSELL 2000: IWM — Dividend — Buy

ISHARES RUSSELL 2000: IWM — Sold (part)

Schwab International: SCHF — Dividend — Buy

Schwab International: SCHF — Sold (part)

Scwab US large cap: SCHG — Dividend — Buy

Schwab US large cap: SCHG — Sold (part)

Schwab US large cap: SCHV — Dividend — Buy

SPDR S&P Biotech ETF IV:XBI — Dividend — Buy

SPDR S&P Biotech ETF IV:XBI — Sold (part)

Vanguard Mid Cap Growth: VOT — None — Buy

Vanguard Mid Cap Growth: VOT — Sold

Vanguard Total Bond: BND — None — Buy

Vanguard Total Bond: BND — Dividend — Buy (add'l)

Vanguard Total Internatl: BNDX — Dividend — Buy

Vanguard Total Stock: VTI — Dividend — Buy

Vanguard Total Stock: VTI — Buy (add'l)

Vanguard Total Stock: VTI — Sold (part)

Spouse's income — 2020 — self-employed attorney

In Part VII, I list Fidelity Int'l Premium Class which was sold on 10/11/19, but had been listed as still owned at year's end on last year's report. I believe I confused

Int'l Index Premium Class with 500 Index Premium Class on last year's report. (On last year's report, 500 Index Premium Class was listed as sold on 10/11/19 but

was not.) I also list Activision Blizzard on this year's report which was inadvertantly listed as sold on last year's report, but was only sold in part. This year it was

sold on 7/22/20.