Steven M. Colloton

MidWestOne - Accounts — Interest

MidWestOne Financial Group Inc - Common Stock — Dividend

Vanguard Long-Term Tax-Exempt Fund Investor Shares — Dividend

Vanguard Total International Stock Index Admiral Shares — Dividend — Sold (part)

Vanguard Ext. Market Index Fund Admiral Shares — Dividend — Sold (part)

Vanguard 500 Index Fund Admiral Shares — Dividend

Vanguard Intermediate Term Tax-Exempt Admiral Shares — Dividend

Vanguard Total Stock Mkt Index Admiral Shares — Dividend

Vanguard Total Intl Bond Index Admiral Shares — Dividend

Nationwide Life Insurance Company - Whole Life Policy — Dividend

Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: B1 Con Gr Port(no ctrl) — None — Distributed (part)

Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Inc. Port. (no ctrl) — None

Iowa St Brd Regents Hosp Rev, 3.4%, Due - 9/1/2023 — Interest

Johnston Comm Sch District Bond, 3.5%, Due - 7/1/2024 — Interest

TIAA-CREF Equity Index - RTL — Dividend

KNDR HealthCare LLC, Series A units (provider of health care bus svc) — None

Trust #1 (H)

Baxter Intl Inc - Common Stock — Dividend

Takeda Pharmaceutical Co. (formerly Shire PLC) — Dividend

Edwards Lifesciences Corp - Common Stock — None

MidWestOne Financial Group Inc - Common Stock — Dividend

Johnston Comm Sch District Infrastructure Bd, 3.5%, Due - 7/1/2004 — Interest

MidWestOne Bank - Cash Accounts — Interest

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Dividend — Buy (add'l)

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Buy (add'l)

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Buy (add'l)

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Buy (add'l)

Co-Trustee

Reimbursement — George Washington University Law School — Jan. 29-30, 2020 — Washington, DC — Moot Court — Travel, meals, hotel

Spouse's income — 2020 — Self-employed provider of health care business services

Part VII, Line 8: The name of the fund is clarified by adding the word "Total." There is no change in the holding from previous years.

Part VII, Line 12: On May 4, 2020, all units in the Moderate Growth Age-Based Track: Conservative Growth Portfolio were automatically exchanged for units in

the Income Portfolio based on the age of the beneficiary.