Jorge Luis Alonso

American Funds: Bond Fund of America — Int./Div.

American Funds: EuroPacific Growth Fund — Int./Div.

American Funds: Growth Fund of America — Int./Div.

American Funds: Intermediate Bond Fund of America — Int./Div.

American Funds: New Economy Fund — Int./Div.

American Funds: New Perspective Fund — Int./Div.

American Funds: Smallcap World Fund — Int./Div.

American Funds: The Investment Company of America — Int./Div.

American Funds: Washington Mutual Investors Fund — Int./Div.

Bright Start (Sec. 529) Age Based 17-18 Moderate Portfolio Acct. #1 — Int./Div. — Buy (add'l)

Bright Start (Sec. 529) Age Based 19+ Moderate Poirtfolio Acct. #2 — Int./Div. — Buy (add'l)

T. Rowe Price New Income Fund — Int./Div. — Sold (part)

Chase Bank Cash Accounts — Interest

Northwestern Mutual Life Ins. Co. (Whole Life Policy) — Int./Div.

Vanguard Charlotte FDS: Vanguard Total International Bond Index Fund — Int./Div.

JPMorgan US Government Money Market Fund — Int./Div.

Vanguard Index Trust (S&P 500 Index) — Int./Div.

JPMorgan ETF-Canada — Int./Div.

JPMorgan ETF-Asia Excluding Japan — Int./Div.

iShares US Treasury Bond ETF — Int./Div. — Buy

iShares US Treasury Bond ETF — Int./Div. — Sold (part)

iShares US Treasury Bond ETF — Int./Div. — Sold

PIMCO High Yield Fund — Int./Div. — Buy

PIMCO High Yield Fund — Int./Div. — Sold

Six Circles U.S. Equity Fund — Int./Div. — Sold (part)

Six Circles Ultra Short Duration Fund — Int./Div. — Sold

Vanguard Total Bond Market Index Fund — Interest — Sold (part)

Fidelity International Index Fund — Int./Div. — Sold (part)

iShares 20 Year Treasury Bond ETF — Interest — Buy (add'l)

iShares MBS ETF — Int./Div.

Dodge & Cox Income Fund — Int./Div. — Sold (part)

Dodge & Cox Income Fund — Int./Div. — Sold

PGIM High Yield Fund — Int./Div. — Buy

PGIM High Yield Fund — Int./Div. — Buy (add'l)

PGIM High Yield Fund — Int./Div. — Buy (add'l)

Six Circles Global Bond Fund — Int./Div. — Buy

Six Circles Global Bond Fund — Int./Div. — Buy (add'l)

Vanguard Intermediate Term Corporate Bond ETF — Int./Div. — Buy

iShares Emerging Markets ETF — Int./Div. — Buy

Six Circles Credit Oppty Fund — Int./Div. — Buy

Blackrock Index FDS: iShares MSCI EAFE International Index Fund — Int./Div. — Sold (part)

Blackrock Index FDS: iShares MSCI EAFE International Fund — Int./Div. — Sold (part)

Fidelity 500 Index Fund — Int./Div. — Sold (part)

Fidelity 500 Index Fund — Int./Div. — Buy (add'l)

Fidelity 500 Index Fund — Int./Div. — Sold (part)

Fidelity 500 Index Fund — Int./Div. — Buy (add'l)

Fidelity 500 Index Fund — Int./Div. — Sold (part)

Fidelity 500 Index Fund — Int./Div. — Buy (add'l)

Fidelity 500 Index Fund — Int./Div. — Sold (part)

JPMorgan ETF-Europe — Int./Div. — Sold (part)

JPMorgan ETF-Europe — Int./Div. — Buy (add'l)

JPMorgan ETF-Europe — Int./Div. — Sold (part)

JPMorgan ETF-Europe — Int./Div. — Sold (part)

JPMorgan ETF-Japan — Int./Div. — Sold (part)

JPMorgan ETF-Japan — Int./Div. — Buy (add'l)

Six Circles Int'l Equity Fund — Int./Div. — Buy (add'l)

Six Circles Int'l Equity Fund — Int./Div. — Buy (add'l)

Vanguard Total International Bond ETF — Int./Div. — Buy (add'l)

Vanguard Total International Bond ETF — Int./Div. — Sold (part)

Vanguard Total International Bond ETF — Int./Div. — Sold (part)

Vanguard Total International Bond ETF — Int./Div. — Sold (part)

Vanguard Total International Bond ETF — Int./Div. — Sold (part)

iShares 10 Year Treasury Bond ETF — Int./Div. — Sold (part)

iShares 10 Year Treasury Bond ETF — Int./Div. — Sold

Member, Board of Directors, Daniel Murphy Scholarship Fund

Adjunct Professor, UIC Law School (formerly John Marshall Law School)

Member, Board of Directors, Cristo Rey Jesuit High School

Lecturer at Law, University of Chicago Law School

Agreement — 2003 — Judges' Retirement System of Illinois

Agreement — Current — Participant in Federal Retirement System

Liability — Northwestern Mutual Life Insurance Company — Loan from life insurance policy

Income — 2020 — UIC Law School: compensation as adjunct professor — $2,000.00

Spouse's income — 2020 — Associate Judge, State of Illinois

Part I. Positions:

Note that while Judge Alonso is a Lecturer at Law at the University of Chicago Law School, his is a voluntary/unpaid position.

Additionally, the Board memberships for both the Daniel Murphy Scholarship Fund and the Cristo Rey Jesuit High School are voluntary/unpaid positions.