Amit Priyavadan Mehta

Citibank Accounts — Interest

BNY Mellon Accounts — Interest

401k) 21 (HD)

American Funds Growth Fund of America — Int/Div

American Funds New Perspective Fund — Int/Div

American Funds Washington Mutual Investors Fund — Int/Div

DC 529 Accounts (H)

Calvert Balanced Portfolio — None — Closed

DC College Savings Plan Age 0-5 — None — Closed

DC College Savings Plan Age 6-10 — None — Closed

Intermediate-Term Bond Portfolio — from line 10)

Intermediate-Term Bond Portfolio — Buy (add'l)

US Large Cap Equity Portfolio — from line 10)

US Large Cap Equity Portfolio — Buy (add'l)

DC College Savings 2025 Portfolio — from line 12)

DC College Savings 2025 Portfolio — Buy (add'l)

DC College Savings 2028 Portfolio — from line 11)

DC College Savings 2028 Portfolio — Buy (add'l)

IRA #1 (H)

Pershing Government Account — Interest

shares TR 1Boxx USD Invt Grade Corp Bond — Int/Div — Buy (add'l)

shares TR 1Boxx USD Invt Grade Corp Bond — Sold (part)

Ishares TR Tips Bond ETF — Int/Div — Buy (add'l)

Ishares TR Tips Bond ETF — Sold (part)

Ishares TR Tips Bond ETF — Sold

Ishares Ine Core MSC] Emerging Mkts ETF — Int/Div — Buy (add'l)

Ishares Ine Core MSC] Emerging Mkts ETF — Buy (add'l)

Ishares Ine Core MSC] Emerging Mkts ETF — Buy (add'l)

iShares Short Maturity Bond — Int/Div — Buy (add'l)

iShares Currency Hedged MSC EAFE — Int/Div — Buy (add'l)

iShares Currency Hedged MSC EAFE — Buy (add'l)

iShares Currency Hedged MSC EAFE — Sold (part)

iShares Currency Hedged MSC EAFE — Buy (add'l)

iShares 7-10 Year Treasury Bond — Int/Div — Buy (add'l)

iShares 7-10 Year Treasury Bond — Buy (add'l)

iShares JPMorgan USD Emerg Markets Bond — Int/Div — Sold (part)

iShares Core S&P Mid-Cap — Int/Div — Sold (part)

iShares Core S&P Mid-Cap — Buy (add'l)

iShares Core S&P Small-Cap — Int/Div — Buy

iShares Core S&P 500 — Int/Div — Buy

iShares Core S&P 500 — Buy (add'l)

iShares Edge MSC1 LSA Momentum Factor — Int/Div — Sold (part)

iShares Edge MSC1 LSA Momentum Factor — Buy (add'l)

iShares Intermediate Credit Bond — Int/Div — Buy (add'l)

iShares Intermediate Credit Bond — Buy (add'l)

iShares Intermediate Credit Bond — Buy (add'l)

iShares S&P S00 Growth — Int/Div — Sold (part)

iShares S&P S00 Growth — Sold (part)

iShares S&P S00 Growth — Buy (add'l)

iShares S&P S00 Growth — Sold

iShares S&P 500 Value — Int/Div — Sold (part)

iShares S&P 500 Value — Sold (part)

iShares S&P 500 Value — Sold (part)

iShares Edge MSCI Min Vol LSA — Int/Div — Sold (part)

iShares Edge MSCI Min Vol LSA — Buy (add'l)

iShares Edge MSCI Min Vol LSA — Sold (part)

iShares Core MSCI EAFE — Int/Div — Sold (part)

iShares Core MSCI EAFE — Sold (part)

iShares 20 Plus Year Treasury Bond ETF — Int/Div — Buy (add'l)

Gift — Edward Bennett Willams Inn of Court — Membership (dues) — $400.00

Reimbursement — Umversity of Alabama School of Law — March 21-23, 2017 — Tuscaloosa, TX — Moot Court — Travel, meals, and hotel

Reimbursement — Fordham Competition Law Institute — September 14, 2017 — New York, NY — Panel — Travel, meals, and hotel

Spouse's income — 2017 — Zuckerman Spaeder LLP (self-employed attomey)