John Dorsey

Charles Schwab IRA (H)

USPRX — Dividend

Schwab Money Mkt Cash Account — Interest

USAA Cash Accounts — Interest

Wells Fargo Cash Account — Interest

Victory Capital USAA Mutual Fund USAXX — Dividend — Sold (part)

Victory Capital USAA Mutual Fund USAXX — Sold (part)

Victory Capital USAA Mutual Fund USAXX — Sold (part)

Victory Capital USAA Mutual Fund USAXX — Sold (part)

Victory Capital USAA 529 - Age-Based Option 7-8 — Dividend

Schwab Brokerage Account (H)

QSPRX — Dividend — Sold

QSERX — Dividend — Sold (part)

QSERX — Sold

ABEYX — Dividend

ABEYX — Buy (add'l)

AHLIX — Dividend — Sold

GICUX — Dividend — Sold (part)

GICUX — Sold

HLIZX — Dividend

HLIZX — Buy (add'l)

TFEBX — Dividend — Buy (add'l)

TFEBX — Buy (add'l)

HHHFX — Dividend — Buy (add'l)

PEIFX — Dividend — Sold

UMAFX — Dividend — Sold (part)

USSTX — Dividend — Buy (add'l)

USSTX — Buy (add'l)

VGIAX — Dividend — Buy (add'l)

VGIAX — Sold (part)

VGIAX — Sold (part)

VGIAX — Sold (part)

VGIAX — Buy (add'l)

VEVRX — Dividend — Sold (part)

APHJX — Dividend — Buy

APHJX — Buy (add'l)

BDSIX — Dividend — Buy

BDSIX — Sold (part)

CSDIX — Dividend — Buy

CSDIX — Buy (add'l)

DEMIX — Dividend — Buy

DEMIX — Sold (part)

PPCOX — Dividend — Buy

PPCOX — Buy (add'l)

PPCOX — Sold (part)

PPCOX — Buy (add'l)

Schwab YCST 401(k) (H)

RATEX — Dividend

JENSX — Dividend

JAMCX — Dividend

SWDRX — Dividend

VMVAX — Dividend

VTHRX — Dividend

Schwab Money Market Cash Account — Interest

Victory Capital USAA IRA - URTRX — Dividend

First American Bank HSA Cash Account — Interest

First American HSA Investment Account (H)

Invesco-Opp Devel. Mkts I — Dividend

JHandcock Money Mkt A — Dividend — Sold

PIMCO StksPLUS Int'l USD-HDG I — Dividend

Principal MidCap Institutional — Dividend

Vanguard Long-Term Corp Bond Idx — Dividend — Sold

Vanguard Mid Cap Index Admiral — Dividend

Vanguard S/T Corp Bond Idx Adm — Dividend

Vanguard Small Cap Inx Adm — Dividend

Part VII

USAA tansferred management of IRAs and 529 accounts to Victory Capital in 2020. Investments remained the same from prior reporting period.

USAA transferred brokerage account to Charles Schwab in 2020. Investments remained the same unless buy/sell indicated.