Michael Andre Shipp

Bank of America - cash accounts — Int./Div.

Merrill Edge Account (H)

Merrill Edge Account CD Wells Fargo Bank — Interest — Redeemed

Merrill Edge Cash Balance Account (X) — Interest

KPMG 401K (H) (X)

American Growth Fund R6 — Int./Div.

American EuroPacific Growth R6 — Int./Div.

Artisan Mid Cap Fund Fd Cl K — Int./Div.

Blackrock Extended Fd Cl K — Int./Div.

Vanguard Shrt Term Bd Indx Inst — Int./Div.

Blackrock MSCI ACWI Ex Cl M — Int./Div.

Fidelity Real Estate Idx Instl — Int./Div.

Vanguard Instl 500 Idx Trust — Int./Div.

DFA U.S. Sustainability Core 1 — Int./Div.

MFS Value Fund Cl A — Int./Div.

Hotchkis and Wiley Sml Cp Vl 1 — Int./Div.

Dodge & Cox International St — Int./Div.

Prudential Merged Supplemental Retirement Plan (cash balance account) — Interest — Closed

KPMG Partner Pension Plan — Interest — Closed

KPMG Pension Plan — Interest — Closed

KPMG Long Term Compensation Plan — Interest — Closed

Liability — Tufts University — Tuition Agreement

Liability — Nelnet — Student Loans

Liability — Rutgers University — Tuition Agreement

Liability — Peddie School — Tuition Agreement

Liability — The Hun School — Tuition Agreement

Income — 2020 — Seton Hall University School of Law Adjunct Professor, teaching income — $26,500.00

Spouse's income — 2020 — KPMG, LLP - Employment salary

Spouse's income — 2020 — MLB - Employment salary

Section VII, lines 2-21 were completed based on the information provided to me by my spouse. These assets are the sole financial interest of my spouse; were not

derived from my income or activities; I do not expect to nor have I derived a benefit from the assets; and I have no knowledge other than what is set forth herein.

My spouse is no longer employed by KPMG.

Section VII, line 2 - As previously reported, my spouse had a Merrill Edge account. (See 2019 Report VII, line 5 - Header "Merrill Edge Account." The Merrill

Edge Account previously contained 2 CDs. The Sallie Mae CD was redeemend during the 2019 reporing period.) During the 2020 reporting period, my spouse

utilized the cash balance feature of the Merrill Edge account, which is reflected in line 4. During the 2020 reporting period, my spouse redeemed the Merrill Edge

CD Wells Fargo Bank (VII, #3), closed the Prudential merged supplemental retirement plan account (VII, #18), closed three of the KPMG accounts (VII, #19,

#20, #21), and put the funds from all of these into the Merrill Edge cash balance account (VII, line 4).

Section VII, line 5 - KPMG 401K - This asset is new to the report because my spouse became eligible for this 401K with her previous employer during the

reporting period.