Christopher P. Tuite

INDIVIDUAL ASSETS (H)

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (WHOLE) — Dividend

NASSAU LIFE INSURANCE POLICY (WHOLE) — Interest

AGIRA INVESTMENT LLC (Y)

35-01 BELL BLVD. REALTY CORP. (1/3 interest) — Distribution

ACCOUNT #1 (H)

PERSHING GOVERNMENT FUND (cash) (X) — Interest

BERKSHIRE HATHAWAY (BRK.B) — None — Buy

AMERICAN BALANCED FUND CLASS F (AMBFX) — Dividend — Buy (add'l)

PIMCO INCOME FUND INSTITUTIONAL CLASS N (PIMIX) — Dividend

PIMCO STOCKSPLUS SMALL FUND INSTITUTIONAL CLASS (PSCSX) — Dividend

ISHARES CORE MSCI EMERGING MKTS (IEMG) — Dividend

VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX (IVOO) — Dividend

VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD (BSV) — Dividend — Sold

VANGUARD INDEX FDS S&P 500 ETF (VOO) — Dividend

ACCOUNT #2 (H)

VANGUARD TOTAL BOND MARKET INDEX FUND (VBTLX) — Dividend

VANGUARD WELLESLEY INCOME FUND INV (VWINX) — Dividend

VANGUARD TARGET RETIREMENT 2030 (VTHRX) — Dividend

VANGUARD WINDSOR II FUND INV (VWNFX) — Dividend

VANGUARD MID-CAP INDEX FUND INV (VIMSX) — Dividend

VANGUARD MID-CAP VALUE INDEX INV (VMVIX) — Dividend

ACCOUNT #3 (H)

HCI GROUP INC COM (HCI) — Dividend

ACCOUNT #4 (H)

HCI GROUP INC COM (HCI) — Dividend

INDIVIDUAL ASSETS (H)

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (WHOLE) — Dividend

NASSAU LIFE INSURANCE POLICY (WHOLE) — Interest

AGIRA INVESTMENT LLC (Y)

35-01 BELL BLVD. REALTY CORP. (1/3 interest) — Distribution

ACCOUNT #1 (H)

PERSHING GOVERNMENT FUND (cash) (X) — Interest

BERKSHIRE HATHAWAY (BRK.B) — None — Buy

AMERICAN BALANCED FUND CLASS F (AMBFX) — Dividend — Buy (add'l)

PIMCO INCOME FUND INSTITUTIONAL CLASS N (PIMIX) — Dividend

PIMCO STOCKSPLUS SMALL FUND INSTITUTIONAL CLASS (PSCSX) — Dividend

ISHARES CORE MSCI EMERGING MKTS (IEMG) — Dividend

VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX (IVOO) — Dividend

VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD (BSV) — Dividend — Sold

VANGUARD INDEX FDS S&P 500 ETF (VOO) — Dividend

ACCOUNT #2 (H)

VANGUARD TOTAL BOND MARKET INDEX FUND (VBTLX) — Dividend

VANGUARD WELLESLEY INCOME FUND INV (VWINX) — Dividend

VANGUARD TARGET RETIREMENT 2030 (VTHRX) — Dividend

VANGUARD WINDSOR II FUND INV (VWNFX) — Dividend

VANGUARD MID-CAP INDEX FUND INV (VIMSX) — Dividend

VANGUARD MID-CAP VALUE INDEX INV (VMVIX) — Dividend

ACCOUNT #3 (H)

HCI GROUP INC COM (HCI) — Dividend

ACCOUNT #4 (H)

HCI GROUP INC COM (HCI) — Dividend

INDIVIDUAL ASSETS (H)

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (WHOLE) — Dividend

NASSAU LIFE INSURANCE POLICY (WHOLE) — Interest

AGIRA INVESTMENT LLC (Y)

35-01 BELL BLVD. REALTY CORP. (1/3 interest) — Distribution

ACCOUNT #1 (H)

PERSHING GOVERNMENT FUND (cash) (X) — Interest

BERKSHIRE HATHAWAY (BRK.B) — None — Buy

AMERICAN BALANCED FUND CLASS F (AMBFX) — Dividend — Buy (add'l)

PIMCO INCOME FUND INSTITUTIONAL CLASS N (PIMIX) — Dividend

PIMCO STOCKSPLUS SMALL FUND INSTITUTIONAL CLASS (PSCSX) — Dividend

ISHARES CORE MSCI EMERGING MKTS (IEMG) — Dividend

VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX (IVOO) — Dividend

VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD (BSV) — Dividend — Sold

VANGUARD INDEX FDS S&P 500 ETF (VOO) — Dividend

ACCOUNT #2 (H)

VANGUARD TOTAL BOND MARKET INDEX FUND (VBTLX) — Dividend

VANGUARD WELLESLEY INCOME FUND INV (VWINX) — Dividend

VANGUARD TARGET RETIREMENT 2030 (VTHRX) — Dividend

VANGUARD WINDSOR II FUND INV (VWNFX) — Dividend

VANGUARD MID-CAP INDEX FUND INV (VIMSX) — Dividend

VANGUARD MID-CAP VALUE INDEX INV (VMVIX) — Dividend

ACCOUNT #3 (H)

HCI GROUP INC COM (HCI) — Dividend

ACCOUNT #4 (H)

HCI GROUP INC COM (HCI) — Dividend

CHANCELLOR AND EXECUTIVE COMMITTEE MEMBER, CRIMINAL INN OF COURT, TAMPA CHAPTER

CHANCELLOR AND EXECUTIVE COMMITTEE MEMBER, CRIMINAL INN OF COURT, TAMPA CHAPTER

CHANCELLOR AND EXECUTIVE COMMITTEE MEMBER, CRIMINAL INN OF COURT, TAMPA CHAPTER

Liability — Smart Tuition — Tuition

Liability — Smart Tuition — Tuition

Liability — Smart Tuition — Tuition

Spouse's income — 2020 — WOMEN'S CARE FLORIDA (SALARY)

Spouse's income — 2020 — WOMEN'S CARE FLORIDA (SALARY)

Spouse's income — 2020 — WOMEN'S CARE FLORIDA (SALARY)

For the property at Bell Blvd, the 2018-2019 assessed value of the property as a whole was $1,289,000; the value code for our 1/3 interest is reflected in

Column C(1).

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.