Jane Elizabeth Magnus-Stinson

Vanguard 500 Index Fund — Dividend

Settlers Life Individual Retirement Annuity — Interest

Indiana Members Credit Union Accts. — Int./Div.

Huntington Bank Acct. — Interest

Old National Bank Acct. — Interest

J IN 529 Age Based Income Portfolio — Interest

G IN 529 College Portfolio — Interest — Distributed (part)

G IN 529 College Portfolio — Buy (add'l)

Charles Schwab Joint Brokerage Account

Schwab Bank Cash — Interest

JP Morgan Hedged Equity (JHEQX) — Dividend — Buy

JP Morgan Hedged Equity (JHEQX) — Buy (add'l)

Janus Henderson Short Duration (VNLA) — Dividend — Buy

Schwab Brokerage

Schwab Bank Cash — Interest

Charles Schwab IRA

Schwab Bank Cash — Interest

Loomis Sayles Global Bond (LSGLX) — Dividend

Pioneer Strategic Income (STRYX) — Dividend

Artisan International Fund (APDIX) — Dividend

Diamond Hill Small Cap (DHSCX) — None — Sold

Dodge & Cox Stock (DODGX) — Dividend

Harbor Capital Appreciation (HACAX) — None — Sold

Matthews Asia Dividend (MAPIX) — Dividend

Neuberger Berman Gensis (NBGNX) — Dividend

Scout Unconstrained Bond (SUBEX) — Dividend

Doubleline Total Return (DBLTX) — Dividend

JP Morgan Midcap Value — Dividend

Legg Mason BW Global Bond — Dividend

Peartree (QUSIX) — Dividend

Schwab Value Advantage (SWVXX) — Dividend

ICM Small Cap (ICSCX) — Dividend — Buy

American Funds AMCAP (FMACX) — Dividend — Buy

Charles Schwab IRA -

Schwab Bank Cash — Interest

Loomis Sayles Global Bond (LSGLX) — Dividend

Pioneer Strategic Income Institutional (STRYX) — Dividend

Vanguard Short Term Inv (VFSTX) — Dividend

American Funds AMCAP (FMACX) — Dividend

Artisan International Fund (APDIX) — Dividend

Diamond Hill Small Cap (DHSCX) — None — Sold

Goldman Sachs Mid Cap Value (GSMCX) — Dividend

Matthews Asia Dividend (MAPIX) — Dividend

NB Genesis (NBGNX) — Dividend

Vanguard Windsor II (VWNFX) — Dividend

MFS International New Discovery (MWNIX) — Dividend

Doubleline Total Return (DBLTX) — Dividend

DFA International Value (DFIVX) — Dividend

Baird Mid Cap (BMDIX) — Dividend

Schwab Value Advantage (SWBXX) — Dividend

ICM Small Cap (ICFCX) — Dividend — Buy

Charles Schwab Brokerage -

Schwab Bank Cash — Interest

Member, Board of Visitors, Indiana University Robert H. McKinney School of Law

Member, Board of Trustees, Butler University

Agreement — 1995 — Indiana Judges Retirement Fund, pension upon reaching retirement age

Income — 2020 — Indiana Judges Retirement Fund — $50,252.30

Spouse's income — 2020 — Indiana Publie Employees Retirement Fund, pension

Spouse's income — 2020 — Indianapolis Airport Authority, wages