Stephen Robert Clark sr

UMB Bank Personal Accounts — Interest

HSA Optum Bank Account — None

HSA Optum Investment Account (H)

American Funds Capital World (CWGFX) — Dividend — Sold

American Funds Cap World GR & Inc. R6 (RWIGX) — Dividend — Buy

BlackRock Equity Dividend K Fund (MKDVX) — Dividend

Goldman Sachs Gr & Inc. Strat (GOIAX) — Dividend

John Hancock Fundamental Large Cap Core Equity (TAGRX) — Sold (part)

John Hancock Fundamental Large Cap Core Equity (TAGRX) — Sold

John Hancock Fundamental Large Cap CORE (JLVIX) — Dividend — Buy

John Hancock Fundamental Large Cap CORE (JLVIX) — Buy (add'l)

John Hancock High Yield A (JHHBX) — Dividend

Keely Small Cap Div Value FD (KSDVX) — Dividend

Neuberger Berman Genesis Fund (NBGIX) — Dividend

PiMCo Real Return Fund (PCRAX) — Dividend — Sold

PiMCo Real Return Fund Institutional Class (PRRIX) — Dividend — Buy

Vanguard 500 Index (VFIAX) — Dividend

Vanguard Global Equity Fund (VHGEX) — Dividend

Vanguard Treasury Money Market (VUSXX) — Dividend

Vanguard Wellington Fund (VWENX) — Dividend

Trust #1 (H)

Shareholder, — None

Member, RUNNYMEDE law group — Distribution

Trust #2 (H)

Microsoft Corp Stock (MSFT) — Dividend

Trust #3 (H)

Microsoft Corp stock (MSFT) — Dividend

International Business Machines Corp (IBM) — Dividend

Fidelity Government MMKT Capital Reserves (FZAXX) — Dividend — Sold (part)

Fidelity Government MMKT Capital Reserves (FZAXX) — Sold (part)

IRA #1 (H)

AMCAP Fund A (AMCPX) — Dividend

Capital Income Builder-A (CAIBX) — Dividend

Capital World Bond Fund-A (CWBFX) — Dividend

Capital World Growth and Income Fund-A (CWGIX) — Dividend

EuroPacific Growth Fund-A (AEGPX) — Dividend

Global Balanced Fund-A (GBLAX) — Dividend

The Growth Fund of America-A (AGTHX) — Dividend

The Investment Company of America-A (AIVSX) — Dividend

New World Fund-A (NEWFX) — Dividend

SMALLCAP World Fund-A (SMCWX) — Dividend

Washington Mutual Investors Fund-A (AWSHX) — Dividend

ROTH IRA #1 (H)

AMCAP Fund A (AMCPX) — Dividend

Capital Income Builder-A (CAIBX) — Dividend

Capital World Bond Fund-A (CWBFX) — Dividend

Capital World Growth and Income Fund-A (CWGIX) — Dividend

EuroPacific Growth Fund-A (AEGPX) — Dividend

Global Balanced Fund-A (GBLAX) — Dividend

The Growth Fund of America-A (AGTHX) — Dividend

The Investment Company of America-A (AIVSX) — Dividend

New World Fund-A (NEWFX) — Dividend

SMALLCAP World Fund-A (SMCWX) — Dividend

Washington Mutual Investors Fund-A (AWSHX) — Dividend

ROTH IRA #2 (H)

Wasatch (WMICX) — Dividend

ROTH IRA #3 (H)

AMCAP Fund A (AMCPX) — Dividend

Capital Income Builder-A (CAIBX) — Dividend

Capital World Growth and Income Fund-A (CWGIX) — Dividend

EuroPacific Growth Fund-A (AEGPX) — Dividend

The Growth Fund of America-A (AGTHX) — Dividend

The Investment Company of America-A (AIVSX) — Dividend

Mass Mutual Whole Life Policy — Dividend

MOST 529 Individual College Savings Plan #1 (H)

Vanguard Interest Accumulation Portfolio — None — Distributed (part)

MOST 529 Individual College Savings Plan #2 (H)

Vanguard Interest Accumulation Portfolio — None — Sold (part)

Vanguard Interest Accumulation Portfolio — Buy (add'l)

Vanguard Interest Accumulation Portfolio — Sold (part)

Vanguard Interest Accumulation Portfolio — Buy (add'l)

Vanguard Interest Accumulation Portfolio — Sold (part)

MOST 529 Individual College Savings Plan #3 (H)

Vanguard Interest Accumulation Portfolio — Sold (part)

Vanguard Interest Accumulation Portfolio — Buy (add'l)

Vanguard Interest Accumulation Portfolio — Sold (part)

Vanguard Interest Accumulation Portfolio — Sold (part)

Vanguard Interest Accumulation Portfolio — Sold (part)

Private College 529 Savings Plan #1 — None — Sold

IRA #2 (H)

Amcap Fund A (AMCPX) — Dividend

Capital Income Builder-A (CAIBX) — Dividend

Capital World Bond Fund-A (CWBFX) — Dividend

Capital World Growth and Income Fund-A (CWGIX) — Dividend

EuroPacific Growth Fund-A (AEPGX) — Dividend

Global Balanced Fund-A (GBLAX) — Dividend

The Growth Fund of America-A (AGTHX) — Dividend

The Investment Company of America-A (AIVSX) — Dividend

New World Fund-A (NEWFX) — Dividend

SMALLCAP World Fund-A (SMCWX) — Dividend

Washington Mutual Investors Fund-A (AWSHX) — Dividend

ROTH IRA #4 (H)

Fidelity Govenment Market (SPAXX) — Interest — Buy

Fidelity Govenment Market (SPAXX) — Buy (add'l)

Fidelity Govenment Market (SPAXX) — Sold (part)

Ishares S&P 500 (IVV) — None — Buy

Sole member, Clark Law Firm, LLC d/b/a RUNNYMEDE law group

Member, (share held under Trust Agreement #1)

Shareholder (share held under Trust Agreement#1)

Trustee, Trust Agreement #1

Advisor

Agreement — 05/22/2019 — Stephen R. Clark, Sr. and RUNNYMEDE law group agreee that RUNNYMEDE law group will pay Stephen R. Clark, Sr.all net income of the firm.

Liability — Chase Bank — credit card

Liability — Collector of Revenue — property tax bill

Reimbursement — George Mason University Antonin Scalia Law School - Law and Economics Center — September 27- October 2, 2020 — Sage Lodge — Legal education. — Transportation, hotel, and meals.

1. Part I: I am a member of which is an entity that sold its only asset last year. The entity still exists, which is why I have listed it in Part 1.

2. Part I: I am no longer the trustee of Irrev. Trust #1 listed on my previous reports.

3 .Part I: I am no longer the trustee of Irrev. Trust #2 listed on my previous reports.

4. Part VII, Lines 4-5, 8-11, and 15-16 represent an exchange of assets held in an HSA account made by the fund manager. The monthly statements do not report

any realized gains on the transfers of these assets, and despite my diligent efforts to obtain further information, the fund manager did not provide further details.