Beth Francine Bloom

Investment Property #2, Miami Beach, FL — Rent

Investment Property #3, Miami Beach, FL — Rent

Investment Property #4, Miami Beach, FL — Rent

Investment Property #5, Miami Beach, FL — Rent

Investment Property #6, Miami Beach, FL — Rent

Investment Property #8, Miami Beach, FL — Rent

Investment Property #9, Miami Beach, FL — Rent

SRA/Lincoln Theater, LLC, Miami Beach, FL — Rent

NDLS Management, LLC, Palm Beach, FL — Rent

Joe Acquisitions, LLC, Miami, FL — Rent

Partners, LLC, Miami, FL — Rent

The Stern Organization — None

Joe Partners, LLLP, Miami, FL — Rent

Joe Management LLC — Interest

Investment Property #10, Orlando, FL — Rent

Investment Property #11, Orlando, FL — Rent

Invetment Property #12, Orlando, FL — Rent

The Koniver Stern Group, Inc — Interest

American Funds Europacific Growth Fund — Dividend

Invesco Mid Cap Growth Fund — Dividend

MFS Mass Investors Growth Stock Fund — Dividend

Vanguard Total Stock Market Fund — Dividend

VALIC Fixed Interest Option — Interest

Wells Fargo Adv. Opportunity Fund — Dividend

Citibank, Cash Account — None

Citibank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank (FKA Marquis Bank), Cash Account — Interest

Professional Bank, Cash Account — Interest

Professional Bank, Cash Account — Interest

Professional Bank, Cash Account — Interest

Professional Bank, Cash Account — Interest

Professional Bank, Cash Account — Interest

Professional Bank, Cash Account — Interest

Wells Fargo Bank, Cash Account — Interest

Wells Fargo Bank, Cash Account — Interest

Wells Fargo Bank, Cash Account — Interest

Bank United, Cash Account — Interest

Bank United, Cash Account — Interest

Bank United, Cash Account — Interest

Bank United, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest

Iberia Bank, Cash Account — Interest — Open

Iberia Bank, Cash Account — Interest — Open

City National, Cash Account — Interest

BB&T, Cash Account — Interest

Bank of Ozarks, Cash Account — Interest

Bank of Ozarks, Cash Account — Interest

SEI Institutional Managed Trust DFA US Large Company Portfolio — None — Sold

SEI Institutional Managed Trust Tax- Managed Large Cap Fund Class F — Dividend

SEI Institutional Managed Trust Tax- Managed Small/Mid Cap Fd Class F — Dividend

SEI Institutional International Trust International Equity Fd Class F — Dividend

SEI Institutional Managed Trust American Funds - New World Fund — None — Sold

SEI Institutional International Trust Emerging Mkts Equity Fd Class F — Dividend — Sold (part)

SEI Institutional International Trust Emerging Mkts Equity Fd Class F — Buy (add'l)

SEI Tax Exempt Trust Intermediate-Term Municipal Fund Class F — Dividend

SEI Institutional Managed Trust High Yield Bond Fund Class F — Dividend

SEI Institutional Managed Trust TWC Emerging Markets Income Fund — None — Sold

SEI Institutional Managed Trust TIAA- CREF High Yield Fund — Dividend — Sold

SEI Institutional International Trust Intl Fixed Income Fund Class F — Distribution

SEI Institutional International Trust Emerging Mkts Debt Fd Class F — Dividend — Buy

SEI Instituional Managed Trust Multi- Strategy Alt Fund Class F — Dividend

SEI Institutional International Trust Nuveen Pref Sec & Inc Fund — Dividend — Buy

SEI Institutional International Trust Nuveen Pref Sec & Inc Fund — Sold

SEI Daily Income Trust Government Fund Class CAA — Dividend

SEI Daily Income Trust Government Fund Class F — Dividend — Buy (add'l)

SEI Daily Income Trust Government Fund Class F — Buy (add'l)

SEI Daily Income Trust Government Fund Class CAA — Dividend

SEI Daily Income Trust Government Fund Class — Dividend

Fidelity Govt. MMKT Capital Researves CL — Interest

CIM COML TR CORP COM — Dividend

Motorola Solutions Inc COM New — Dividend

Investco American Franchise Fund CL A — Distribution

Disney Walt Co COM — Dividend — Buy

Secretary, Children's Craniofacial Association, Miami Children's Hospital

Agreement — 01/20/1995 — State of Florida, Division of Retirement Pension Plan, payable upon retirement

Liability — Bank United — Mortgage, Investment Property #2, Miami Beach, Florida (Part VII, Line 1)

Liability — Iberia Bank — Mortgage, Investment Property #4, Miami Beach, Florida (Part VII, Line 2)

Liability — City National Bank — Mortgage, Investment Property #5, Miami Beach, Florida (Part VII, Line 3)

Liability — City National Bank — Mortgage, Investment Property #6, Miami Beach, Florida (Part VII, Line 7)

Liability — Wells Fargo - Changed from Iberia Bank — Mortgage, Investment Property #8, Miami Beach, Florida (Part VII, Line 8)

Liability — City National Bank — Mortgage, Investment Property #9, Miami Beach, Florida (Part VII, Line 9)

Liability — Mercantile Bank — Mortgage, SRA/Lincoln Theater, LLC (Part VII, Line 10)

Liability — City National Bank — Mortgage, NDLS Management, LLC (Part VII, Line 12)

Liability — Wells Fargo Bank — Mortgage, Invstment Property #10 (Part VII, Line 18)

Liability — Wells Fargo Bank — Mortgage,Investment Property #11 (Part VII, Line 19)

Liability — Wells Fargo Bank — Mortgage, Investment Property #12 (Part VII, Line 20)

Liability — City National — Mortgage,

Spouse's income — 2020 — Distribution from The Koniver Stern Group, Inc.