Wendy A. Kinsella

2020

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What was filed

410
investments
25
positions
5
gifts
5
agreements
10
debts
5
reimbursements
15
income
20
spouse income

Named parties

Harris Beach PLLC
Financial Restructuring, Bankruptcy, and Creditors' Rights - Harris Beach PLLC
Council on Inclusion and Diversity - Harris Beach PLLC
Trust #1 (reportable assets are listed in Part VII)
Trust #2 (reportable assets are listed in Part VII)
Exempt
Marriott Bonvoy
Cabela's Club Capital One
Harris Beach PLLC (salary/disbursement)
Harris Beach PLLC (salary)
National Grid (salary)
Commonwealth of Massachusetts (benefits)
Cornerstone Energy Services (salary)
Self-employed (landman)

As filed

Individual Assets (H) — Exempt

HSABank (cash) — Interest

M&T Bank (cash) — Interest

Solvay Bank (cash) — Interest

Solvay BK corp — None

Harris Beach PLLC (partnership interest/ cash) — Interest

Guardian Whole Life Insurance Policy #1 — Dividend

Guardian Whole Life Insurance Policy #2 — Dividend

Account #1 (H)

Victory RS Large Cap Alpha Fund Class A (GPAFX) — None

Account #2 (H)

Alibaba Group Holdings Ltd (BABA) — None

Apple Inc Com (AAPL) — Dividend

Berkshire Hathaway Inc Com Cl B (BRKB) — None

Boeing Co Com (BA) — None

Coinbase Global Inc Com Cl A (COIN) — None

Canopy Growth Corporation Com (CGC) — None

Nvidia Corp Com (NVDA) — Dividend

Square Inc Com Cl A (SQ) — None

Account #3 (H)

Metropolitan West Total Return Bond (MWTRX) — None

Columbia Dividend Income (GSFTX) — None

Wells Fargo Advisors Growth Fund (SGRAX) — None

Vanguard Selected Value (VASVX) — None

William Blair Small Mid Cap Growth (WSMNX) — None

Invesco Small Cap Value (VSCAX) — None

Hartford Small Cap Growth (HBSGX) — None

American Funds Europacific Growth Fund (AEPGX) — None

Causeway Emerging Markets (CEMIX) — None

American Beacon Large Cap Value (AAGPX) — None

Account #4 (H)

Lockheed Martin Corp Com (LMT) — Dividend

Zoom Video Communications Inc (ZM) — None

Account #5 (H)

Applied Materials Inc Com (AMAT) — Dividend

Bristol Myers Squibb Co Com (BMY) — Dividend

Constellation Brands Inc Com Cl A (STZ) — Dividend

Exxon Mobil Corporation Com (XOM) — Dividend

Motorola Solutions Inc Com (MSI) — Dividend

Pfizer Inc (PFE) — Dividend

Procter & Gamble Co (PG) — Dividend

Charles Schwab Corp Com (SCHW) — Dividend

Walmart Inc Com (WMT) — Dividend

Account #6 (H)

American Funds Balanced Fund Class C (BALCX) — Dividend

American Mutual Fund Class C (AMFCX) — Dividend

Franklin Dynatech Class C (FDYNX) — None

Account #7 (H)

Principal Preferred Securities Inst (PPSIX) — Dividend

Alliance Bernstein Inter NY Muni Port (ANIYX) — Dividend

Franklin NY Tax Free Income (FNYAX) — Dividend

Lord Abbett NY Tax Free (LNYFX) — Dividend

Oppen Rochester NY (RMUYX) — Dividend

Vanguard NY Tax Exempt (VNYUX) — Dividend

Amazon (AMZN) — None

Apple (APPL) — Dividend

Chevron (CVX) — Dividend

Home Depot (HD) — Dividend

Johnson & Johnson (JNJ) — Dividend

Lowes Corp (LOW) — Dividend

Merck & Co New (MRK) — Dividend

Procter & Gamble (PG) — Dividend

Qualcomm Incorp (QCOM) — Dividend

Raytheon Technologies (RTX) — Dividend

SalesForce (CRM) — None

Verizon Communications (VZ) — Dividend

Walmart (WMT) — Dividend

3M (MMM) — Dividend

Russell 2000 Small Cap Index (IWM) — Dividend

S&P Midcap 400 Growth (IJK) — Dividend

Account #8 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #9 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #10 (H)

Brighthouse Asset Allocation 100 — None

Account #11 (H)

Metlife Stock Index — None

Fidelity VIP Equity Income — None

Blackrock Capital Appreciation — None

Individual Assets (H) — Exempt

HSABank (cash) — Interest

M&T Bank (cash) — Interest

Solvay Bank (cash) — Interest

Solvay BK corp — None

Harris Beach PLLC (partnership interest/ cash) — Interest

Guardian Whole Life Insurance Policy #1 — Dividend

Guardian Whole Life Insurance Policy #2 — Dividend

Account #1 (H)

Victory RS Large Cap Alpha Fund Class A (GPAFX) — None

Account #2 (H)

Alibaba Group Holdings Ltd (BABA) — None

Apple Inc Com (AAPL) — Dividend

Berkshire Hathaway Inc Com Cl B (BRKB) — None

Boeing Co Com (BA) — None

Coinbase Global Inc Com Cl A (COIN) — None

Canopy Growth Corporation Com (CGC) — None

Nvidia Corp Com (NVDA) — Dividend

Square Inc Com Cl A (SQ) — None

Account #3 (H)

Metropolitan West Total Return Bond (MWTRX) — None

Columbia Dividend Income (GSFTX) — None

Wells Fargo Advisors Growth Fund (SGRAX) — None

Vanguard Selected Value (VASVX) — None

William Blair Small Mid Cap Growth (WSMNX) — None

Invesco Small Cap Value (VSCAX) — None

Hartford Small Cap Growth (HBSGX) — None

American Funds Europacific Growth Fund (AEPGX) — None

Causeway Emerging Markets (CEMIX) — None

American Beacon Large Cap Value (AAGPX) — None

Account #4 (H)

Lockheed Martin Corp Com (LMT) — Dividend

Zoom Video Communications Inc (ZM) — None

Account #5 (H)

Applied Materials Inc Com (AMAT) — Dividend

Bristol Myers Squibb Co Com (BMY) — Dividend

Constellation Brands Inc Com Cl A (STZ) — Dividend

Exxon Mobil Corporation Com (XOM) — Dividend

Motorola Solutions Inc Com (MSI) — Dividend

Pfizer Inc (PFE) — Dividend

Procter & Gamble Co (PG) — Dividend

Charles Schwab Corp Com (SCHW) — Dividend

Walmart Inc Com (WMT) — Dividend

Account #6 (H)

American Funds Balanced Fund Class C (BALCX) — Dividend

American Mutual Fund Class C (AMFCX) — Dividend

Franklin Dynatech Class C (FDYNX) — None

Account #7 (H)

Principal Preferred Securities Inst (PPSIX) — Dividend

Alliance Bernstein Inter NY Muni Port (ANIYX) — Dividend

Franklin NY Tax Free Income (FNYAX) — Dividend

Lord Abbett NY Tax Free (LNYFX) — Dividend

Oppen Rochester NY (RMUYX) — Dividend

Vanguard NY Tax Exempt (VNYUX) — Dividend

Amazon (AMZN) — None

Apple (APPL) — Dividend

Chevron (CVX) — Dividend

Home Depot (HD) — Dividend

Johnson & Johnson (JNJ) — Dividend

Lowes Corp (LOW) — Dividend

Merck & Co New (MRK) — Dividend

Procter & Gamble (PG) — Dividend

Qualcomm Incorp (QCOM) — Dividend

Raytheon Technologies (RTX) — Dividend

SalesForce (CRM) — None

Verizon Communications (VZ) — Dividend

Walmart (WMT) — Dividend

3M (MMM) — Dividend

Russell 2000 Small Cap Index (IWM) — Dividend

S&P Midcap 400 Growth (IJK) — Dividend

Account #8 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #9 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #10 (H)

Brighthouse Asset Allocation 100 — None

Account #11 (H)

Metlife Stock Index — None

Fidelity VIP Equity Income — None

Blackrock Capital Appreciation — None

Individual Assets (H) — Exempt

HSABank (cash) — Interest

M&T Bank (cash) — Interest

Solvay Bank (cash) — Interest

Solvay BK corp — None

Harris Beach PLLC (partnership interest/ cash) — Interest

Guardian Whole Life Insurance Policy #1 — Dividend

Guardian Whole Life Insurance Policy #2 — Dividend

Account #1 (H)

Victory RS Large Cap Alpha Fund Class A (GPAFX) — None

Account #2 (H)

Alibaba Group Holdings Ltd (BABA) — None

Apple Inc Com (AAPL) — Dividend

Berkshire Hathaway Inc Com Cl B (BRKB) — None

Boeing Co Com (BA) — None

Coinbase Global Inc Com Cl A (COIN) — None

Canopy Growth Corporation Com (CGC) — None

Nvidia Corp Com (NVDA) — Dividend

Square Inc Com Cl A (SQ) — None

Account #3 (H)

Metropolitan West Total Return Bond (MWTRX) — None

Columbia Dividend Income (GSFTX) — None

Wells Fargo Advisors Growth Fund (SGRAX) — None

Vanguard Selected Value (VASVX) — None

William Blair Small Mid Cap Growth (WSMNX) — None

Invesco Small Cap Value (VSCAX) — None

Hartford Small Cap Growth (HBSGX) — None

American Funds Europacific Growth Fund (AEPGX) — None

Causeway Emerging Markets (CEMIX) — None

American Beacon Large Cap Value (AAGPX) — None

Account #4 (H)

Lockheed Martin Corp Com (LMT) — Dividend

Zoom Video Communications Inc (ZM) — None

Account #5 (H)

Applied Materials Inc Com (AMAT) — Dividend

Bristol Myers Squibb Co Com (BMY) — Dividend

Constellation Brands Inc Com Cl A (STZ) — Dividend

Exxon Mobil Corporation Com (XOM) — Dividend

Motorola Solutions Inc Com (MSI) — Dividend

Pfizer Inc (PFE) — Dividend

Procter & Gamble Co (PG) — Dividend

Charles Schwab Corp Com (SCHW) — Dividend

Walmart Inc Com (WMT) — Dividend

Account #6 (H)

American Funds Balanced Fund Class C (BALCX) — Dividend

American Mutual Fund Class C (AMFCX) — Dividend

Franklin Dynatech Class C (FDYNX) — None

Account #7 (H)

Principal Preferred Securities Inst (PPSIX) — Dividend

Alliance Bernstein Inter NY Muni Port (ANIYX) — Dividend

Franklin NY Tax Free Income (FNYAX) — Dividend

Lord Abbett NY Tax Free (LNYFX) — Dividend

Oppen Rochester NY (RMUYX) — Dividend

Vanguard NY Tax Exempt (VNYUX) — Dividend

Amazon (AMZN) — None

Apple (APPL) — Dividend

Chevron (CVX) — Dividend

Home Depot (HD) — Dividend

Johnson & Johnson (JNJ) — Dividend

Lowes Corp (LOW) — Dividend

Merck & Co New (MRK) — Dividend

Procter & Gamble (PG) — Dividend

Qualcomm Incorp (QCOM) — Dividend

Raytheon Technologies (RTX) — Dividend

SalesForce (CRM) — None

Verizon Communications (VZ) — Dividend

Walmart (WMT) — Dividend

3M (MMM) — Dividend

Russell 2000 Small Cap Index (IWM) — Dividend

S&P Midcap 400 Growth (IJK) — Dividend

Account #8 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #9 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #10 (H)

Brighthouse Asset Allocation 100 — None

Account #11 (H)

Metlife Stock Index — None

Fidelity VIP Equity Income — None

Blackrock Capital Appreciation — None

Individual Assets (H) — Exempt

HSABank (cash) — Interest

M&T Bank (cash) — Interest

Solvay Bank (cash) — Interest

Solvay BK corp — None

Harris Beach PLLC (partnership interest/ cash) — Interest

Guardian Whole Life Insurance Policy #1 — Dividend

Guardian Whole Life Insurance Policy #2 — Dividend

Account #1 (H)

Victory RS Large Cap Alpha Fund Class A (GPAFX) — None

Account #2 (H)

Alibaba Group Holdings Ltd (BABA) — None

Apple Inc Com (AAPL) — Dividend

Berkshire Hathaway Inc Com Cl B (BRKB) — None

Boeing Co Com (BA) — None

Coinbase Global Inc Com Cl A (COIN) — None

Canopy Growth Corporation Com (CGC) — None

Nvidia Corp Com (NVDA) — Dividend

Square Inc Com Cl A (SQ) — None

Account #3 (H)

Metropolitan West Total Return Bond (MWTRX) — None

Columbia Dividend Income (GSFTX) — None

Wells Fargo Advisors Growth Fund (SGRAX) — None

Vanguard Selected Value (VASVX) — None

William Blair Small Mid Cap Growth (WSMNX) — None

Invesco Small Cap Value (VSCAX) — None

Hartford Small Cap Growth (HBSGX) — None

American Funds Europacific Growth Fund (AEPGX) — None

Causeway Emerging Markets (CEMIX) — None

American Beacon Large Cap Value (AAGPX) — None

Account #4 (H)

Lockheed Martin Corp Com (LMT) — Dividend

Zoom Video Communications Inc (ZM) — None

Account #5 (H)

Applied Materials Inc Com (AMAT) — Dividend

Bristol Myers Squibb Co Com (BMY) — Dividend

Constellation Brands Inc Com Cl A (STZ) — Dividend

Exxon Mobil Corporation Com (XOM) — Dividend

Motorola Solutions Inc Com (MSI) — Dividend

Pfizer Inc (PFE) — Dividend

Procter & Gamble Co (PG) — Dividend

Charles Schwab Corp Com (SCHW) — Dividend

Walmart Inc Com (WMT) — Dividend

Account #6 (H)

American Funds Balanced Fund Class C (BALCX) — Dividend

American Mutual Fund Class C (AMFCX) — Dividend

Franklin Dynatech Class C (FDYNX) — None

Account #7 (H)

Principal Preferred Securities Inst (PPSIX) — Dividend

Alliance Bernstein Inter NY Muni Port (ANIYX) — Dividend

Franklin NY Tax Free Income (FNYAX) — Dividend

Lord Abbett NY Tax Free (LNYFX) — Dividend

Oppen Rochester NY (RMUYX) — Dividend

Vanguard NY Tax Exempt (VNYUX) — Dividend

Amazon (AMZN) — None

Apple (APPL) — Dividend

Chevron (CVX) — Dividend

Home Depot (HD) — Dividend

Johnson & Johnson (JNJ) — Dividend

Lowes Corp (LOW) — Dividend

Merck & Co New (MRK) — Dividend

Procter & Gamble (PG) — Dividend

Qualcomm Incorp (QCOM) — Dividend

Raytheon Technologies (RTX) — Dividend

SalesForce (CRM) — None

Verizon Communications (VZ) — Dividend

Walmart (WMT) — Dividend

3M (MMM) — Dividend

Russell 2000 Small Cap Index (IWM) — Dividend

S&P Midcap 400 Growth (IJK) — Dividend

Account #8 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #9 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #10 (H)

Brighthouse Asset Allocation 100 — None

Account #11 (H)

Metlife Stock Index — None

Fidelity VIP Equity Income — None

Blackrock Capital Appreciation — None

Individual Assets (H) — Exempt

HSABank (cash) — Interest

M&T Bank (cash) — Interest

Solvay Bank (cash) — Interest

Solvay BK corp — None

Harris Beach PLLC (partnership interest/ cash) — Interest

Guardian Whole Life Insurance Policy #1 — Dividend

Guardian Whole Life Insurance Policy #2 — Dividend

Account #1 (H)

Victory RS Large Cap Alpha Fund Class A (GPAFX) — None

Account #2 (H)

Alibaba Group Holdings Ltd (BABA) — None

Apple Inc Com (AAPL) — Dividend

Berkshire Hathaway Inc Com Cl B (BRKB) — None

Boeing Co Com (BA) — None

Coinbase Global Inc Com Cl A (COIN) — None

Canopy Growth Corporation Com (CGC) — None

Nvidia Corp Com (NVDA) — Dividend

Square Inc Com Cl A (SQ) — None

Account #3 (H)

Metropolitan West Total Return Bond (MWTRX) — None

Columbia Dividend Income (GSFTX) — None

Wells Fargo Advisors Growth Fund (SGRAX) — None

Vanguard Selected Value (VASVX) — None

William Blair Small Mid Cap Growth (WSMNX) — None

Invesco Small Cap Value (VSCAX) — None

Hartford Small Cap Growth (HBSGX) — None

American Funds Europacific Growth Fund (AEPGX) — None

Causeway Emerging Markets (CEMIX) — None

American Beacon Large Cap Value (AAGPX) — None

Account #4 (H)

Lockheed Martin Corp Com (LMT) — Dividend

Zoom Video Communications Inc (ZM) — None

Account #5 (H)

Applied Materials Inc Com (AMAT) — Dividend

Bristol Myers Squibb Co Com (BMY) — Dividend

Constellation Brands Inc Com Cl A (STZ) — Dividend

Exxon Mobil Corporation Com (XOM) — Dividend

Motorola Solutions Inc Com (MSI) — Dividend

Pfizer Inc (PFE) — Dividend

Procter & Gamble Co (PG) — Dividend

Charles Schwab Corp Com (SCHW) — Dividend

Walmart Inc Com (WMT) — Dividend

Account #6 (H)

American Funds Balanced Fund Class C (BALCX) — Dividend

American Mutual Fund Class C (AMFCX) — Dividend

Franklin Dynatech Class C (FDYNX) — None

Account #7 (H)

Principal Preferred Securities Inst (PPSIX) — Dividend

Alliance Bernstein Inter NY Muni Port (ANIYX) — Dividend

Franklin NY Tax Free Income (FNYAX) — Dividend

Lord Abbett NY Tax Free (LNYFX) — Dividend

Oppen Rochester NY (RMUYX) — Dividend

Vanguard NY Tax Exempt (VNYUX) — Dividend

Amazon (AMZN) — None

Apple (APPL) — Dividend

Chevron (CVX) — Dividend

Home Depot (HD) — Dividend

Johnson & Johnson (JNJ) — Dividend

Lowes Corp (LOW) — Dividend

Merck & Co New (MRK) — Dividend

Procter & Gamble (PG) — Dividend

Qualcomm Incorp (QCOM) — Dividend

Raytheon Technologies (RTX) — Dividend

SalesForce (CRM) — None

Verizon Communications (VZ) — Dividend

Walmart (WMT) — Dividend

3M (MMM) — Dividend

Russell 2000 Small Cap Index (IWM) — Dividend

S&P Midcap 400 Growth (IJK) — Dividend

Account #8 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #9 (H)

JPMorgan 529 Conservative Growth Portfolio - A — None

JPMorgan 529 Conservative Growth Portfolio - C — None

Account #10 (H)

Brighthouse Asset Allocation 100 — None

Account #11 (H)

Metlife Stock Index — None

Fidelity VIP Equity Income — None

Blackrock Capital Appreciation — None

Partner, Harris Beach PLLC

Practice Group Leader, Financial Restructuring, Bankruptcy, and Creditors' Rights - Harris Beach PLLC

Co-Chair, Council on Inclusion and Diversity - Harris Beach PLLC

Trustee, Trust #1 (reportable assets are listed in Part VII)

Trustee, Trust #2 (reportable assets are listed in Part VII)

Partner, Harris Beach PLLC

Practice Group Leader, Financial Restructuring, Bankruptcy, and Creditors' Rights - Harris Beach PLLC

Co-Chair, Council on Inclusion and Diversity - Harris Beach PLLC

Trustee, Trust #1 (reportable assets are listed in Part VII)

Trustee, Trust #2 (reportable assets are listed in Part VII)

Partner, Harris Beach PLLC

Practice Group Leader, Financial Restructuring, Bankruptcy, and Creditors' Rights - Harris Beach PLLC

Co-Chair, Council on Inclusion and Diversity - Harris Beach PLLC

Trustee, Trust #1 (reportable assets are listed in Part VII)

Trustee, Trust #2 (reportable assets are listed in Part VII)

Partner, Harris Beach PLLC

Practice Group Leader, Financial Restructuring, Bankruptcy, and Creditors' Rights - Harris Beach PLLC

Co-Chair, Council on Inclusion and Diversity - Harris Beach PLLC

Trustee, Trust #1 (reportable assets are listed in Part VII)

Trustee, Trust #2 (reportable assets are listed in Part VII)

Partner, Harris Beach PLLC

Practice Group Leader, Financial Restructuring, Bankruptcy, and Creditors' Rights - Harris Beach PLLC

Co-Chair, Council on Inclusion and Diversity - Harris Beach PLLC

Trustee, Trust #1 (reportable assets are listed in Part VII)

Trustee, Trust #2 (reportable assets are listed in Part VII)

Gift — Exempt

Agreement — 2004 — Harris Beach PLLC (partnership agreement and 401(k) plan)

Liability — Marriott Bonvoy — credit card

Liability — Cabela's Club Capital One — credit card

Liability — Marriott Bonvoy — credit card

Liability — Cabela's Club Capital One — credit card

Liability — Marriott Bonvoy — credit card

Liability — Cabela's Club Capital One — credit card

Liability — Marriott Bonvoy — credit card

Liability — Cabela's Club Capital One — credit card

Liability — Marriott Bonvoy — credit card

Liability — Cabela's Club Capital One — credit card

Reimbursement — Exempt

Income — 2021 — Harris Beach PLLC (salary/disbursement) — $130,602.00

Income — 2020 — Harris Beach PLLC (salary) — $395,767.00

Income — 2019 — Harris Beach PLLC (salary) — $316,671.00

Income — 2021 — Harris Beach PLLC (salary/disbursement) — $130,602.00

Income — 2020 — Harris Beach PLLC (salary) — $395,767.00

Income — 2019 — Harris Beach PLLC (salary) — $316,671.00

Income — 2021 — Harris Beach PLLC (salary/disbursement) — $130,602.00

Income — 2020 — Harris Beach PLLC (salary) — $395,767.00

Income — 2019 — Harris Beach PLLC (salary) — $316,671.00

Income — 2021 — Harris Beach PLLC (salary/disbursement) — $130,602.00

Income — 2020 — Harris Beach PLLC (salary) — $395,767.00

Income — 2019 — Harris Beach PLLC (salary) — $316,671.00

Income — 2021 — Harris Beach PLLC (salary/disbursement) — $130,602.00

Income — 2020 — Harris Beach PLLC (salary) — $395,767.00

Income — 2019 — Harris Beach PLLC (salary) — $316,671.00

Spouse's income — 2021 — National Grid (salary)

Spouse's income — 2021 — Commonwealth of Massachusetts (benefits)

Spouse's income — 2020 — Cornerstone Energy Services (salary)

Spouse's income — 2019 — Self-employed (landman)

Spouse's income — 2021 — National Grid (salary)

Spouse's income — 2021 — Commonwealth of Massachusetts (benefits)

Spouse's income — 2020 — Cornerstone Energy Services (salary)

Spouse's income — 2019 — Self-employed (landman)

Spouse's income — 2021 — National Grid (salary)

Spouse's income — 2021 — Commonwealth of Massachusetts (benefits)

Spouse's income — 2020 — Cornerstone Energy Services (salary)

Spouse's income — 2019 — Self-employed (landman)

Spouse's income — 2021 — National Grid (salary)

Spouse's income — 2021 — Commonwealth of Massachusetts (benefits)

Spouse's income — 2020 — Cornerstone Energy Services (salary)

Spouse's income — 2019 — Self-employed (landman)

Spouse's income — 2021 — National Grid (salary)

Spouse's income — 2021 — Commonwealth of Massachusetts (benefits)

Spouse's income — 2020 — Cornerstone Energy Services (salary)

Spouse's income — 2019 — Self-employed (landman)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period,

whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only

in unit value, per page 42 of the filing instructions.

Accounts #10 and #11 are Brighthouse Financial Variable Life Insurance Policies. Underlying reportable assets are listed in Part VII.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.