Allison Dale Burroughs

Middlesex Savings Bank, accounts — Interest

Capital One 360, bank accounts — Interest

Hanscom Federal Credit Union, accounts — Interest

Nationstar Mortgage LLC, cash account (Y)

Gold Coins — None

Hopster's LLC Series A-2 Preferred Units — None

HWS Baseball VI, LLC, membership interest — None

Longleaf Partners Fund — Dividend

Longleaf Partners International Fund — Dividend

Sappi Limited Performance Shares (vested) — None — Buy — Sappi Limited

Sappi Limited Performance Shares (vested) — Sold

SPDR S&P 500 ETF Trust — Dividend

U.S. Savings Bonds, Series EE — None

Vanguard Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Federal Money Market Fund — Sold (part)

Vanguard Federal Money Market Fund — Sold (part)

Vanguard GNMA Fund — Dividend

Vanguard Short-Term Investment Grade Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund — Sold (part)

401K #2 (H)

American Funds EuroPacific Growth Fund — Dividend — Sold (part)

Vanguard Retirement Savings Trust II — Dividend — Sold

Vanguard Retirement Savings Trust III — Dividend — Buy

Vanguard Retirement Savings Trust III — Buy (add'l)

Vanguard Retirement Savings Trust III — Buy (add'l)

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

IRA #1 (H)

Vanguard GNMA Fund — Dividend — Buy (add'l)

Vanguard Short-Term Investment Grade Fund — Dividend — Buy (add'l)

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund — Sold (part)

Trust #1 (H)

Brookfield Real Assets I: RA — Dividend

Chipotle Mexican Grl.(X) — None

Duke Energy Corp. — Dividend — Buy

Netflix Inc. — None

Royal Dutch Shell ADRs — Dividend

Schwab Value Advantage Money Fund — Dividend — Sold (part)

Schwab Value Advantage Money Fund — Sold (part)

Schwab Value Advantage Money Fund — Sold (part)

Schwab Value Advantage Money Fund — Sold (part)

Southern Co. — Dividend — Buy

Charles Schwab & Co., Inc., cash balance — Interest — Buy (add'l)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Charles Schwab & Co., Inc., cash balance — Buy (add'l)

Charles Schwab & Co., Inc., cash balance — Buy (add'l)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Charles Schwab & Co., Inc., cash balance — Buy (add'l)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Trust #2 (H)

Vanguard GNMA Fund — Dividend

Vanguard Federal Money Market Fund — Dividend — Sold (part)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Short-Term Investment Grade Fund — Dividend

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

Trust #3 (H)

Vanguard GNMA Fund — Dividend

Vanguard Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Short-Term Investment Grade Fund — Dividend

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

IRA #2 (H)

Vanguard GNMA Fund — Dividend — Buy (add'l)

Vanguard Short-Term Investment Grade Fund — Dividend — Buy (add'l)

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund — Sold (part)

Trust #4 (H)

Middlesex Savings Bank, account — None

Trust #5 (H)

Middlesex Savings Bank, account — None

Trustee, Agassiz Village

Trustee, Trust #1

Trustee, Trust #2

Trustee, Trust #3

Trustee, Trust #4

Liability — Summer Camp — Tuition Agreements

Spouse's income — 2020 — Sappi North America, Inc., salary