Jane Elizabeth Magnus-Stinson

Vanguard 500 Index Fund — Int/Div

Settlers Life Individual Retirement Annuity — Interest

Indiana Members Credit Union Accts — Int/Div

Huntington Bank Acct — Interest

Old National Bank Acct — Interest

JIN 529 Age Based Income Portfolio — Interest — Sold (part)

GIN 529 Age Based Income Portfolio — Interest — with line 8)

GIN 529 College Portfolio — Interest — Sold (part)

GIN 529 College Portfolio — Sold (part)

Charles Schwab Joint Brokerage Account

CERES California Muni Bond — Interest — Matured

Indiana Financial Authority Muni Bond — Interest

Matthews Asia Dividend Fund (MAPIX) — Int/Div

Schwab Bank Cash — Interest

Schwab Brokerage William Stinson

Schwab Bank Cash — Interest

Charles Schwab IRA William Stinson

Schwab Bank Cash — Interest

Loomis Sayles Global Bond (LSGLX) — Int/Div

Pioneer Strategic Income (STRYX) — Int/Div

Artisan International Fund (ARTIX) — None — with line 22)

Artisan International Fund (APDIX) — Int/Div

Diamond Hill Small Cap (DHSCX) — Int/Div

Dodge & Cox Stock (DODGX) — Int/Div

Salient fka Forward Intemational Small Company — Int/Div

Harbor Capital Appreciation (HACAX) — Int/Div

Matthews Asia Dividend (MAPIX) — Int/Div

Neuberger Berman Gensis (NBGNX) — Int/Div

Prudential Jennison Mid Cap Growth (PEGZX) — None — Sold

Scout Unconstrained Bond (SUBEX) — Int/Div

Doubleline Total Return (DBLTX) — Int/Div

JP Morgan Midcap Value — Int/Div

Legg Mason BW Global Bond — Int/Div

Charles Schwab IRA - Jane Magnus-Stinson

Schwab Bank Cash — Interest

Looms Sayles Global Bond (LSGLX) — Int/Div

Pioneer Strategic Income Institutional (STRYXD — Int/Div

Vanguard Short Term lov (VFSTX) — Int/Div

American Funds AMCAP (AMCFX) — None — with line 40)

Amencan Funds AMCAP (FMACX) — Distribution

Artisan Intl Fund (ARTIX) — None — with line 42)

Artisan International Fund (APDIX) — Int/Div

Diamond Hill Small Cap (DHSCX) — Int/Div

Goldman Sachs Mid Cap Value (GSMCX) — Int/Div

Harbor International (HAINX) — None — Sold

Matthews Asia Dividend (MAPIX) — Int/Div

NB Genesis (NBGNX) — Int/Div

Vanguard Windsor 11 {VWNFX) — Int/Div

Prudential Jennison Mid Cap Growth (PEGZX) — None — Sold

MFS International New Discovery (IMWNIX) — Int/Div

Doubleline Total Return (DBLTX) — Int/Div

DFA International Value (DFIVX) — Int/Div — Buy

Baird Mid Cap (BMDIX) — Int/Div — Buy

Charles Schwab Brokerage - Jane

Schwab Bank Cash — Interest

Member, Board of Visitors, Indiana University Robert H. McKinney School of Law

Member, Board of Trustees, Butler University

Agreement — 1995 — Indiana Judges Retirement Fund, pension upon retirement, chgible for benefits 2020-2023

Spouse's income — 2018 — Indiana Publie Employees Retirement Fund, pension

Spouse's income — 2018 — Indianapolis Awrport Authonty, wages