Jorge Luis Alonso

American Funds Bond Fund of America — Int/Div

American Funds EuroPacific Growth Fund — Int/Div

Amencan Funds Growth Fund of America — Int/Div

American FUnds Intermeidiate Fund of American — Int/Div

American Funds New Economy Fund — Int/Div

American Funds New Perspective Fund — Int/Div

Amencan Funds SMALLCAP World Fund — Int/Div

American Funds The Investment Company of America — Int/Div

American Funds Washington Mutual Investors Fund — Int/Div

ASTON/Fairpomnte Mid Cap Fund — Int/Div — Sold

BlackRock High Yield Bond Fund — Int

Bright Start Age Based 12 - 14 years Potfolio-529 — Int/Div

Bright Start Age Based 12-14 years Portiolio-529 — Int/Div

Causeway International Value Fund — Int./y

Federated Institutional High Yield Bond Fund — Ine

Harbor International Fund — Int/Div — Sold

iShares MSCI EAFE ETF — Int/Div

JPMorgan Core Bond Select Fund — Int/Div — Sold

JPMorgan High Yield Fund — Int/Div — Sold

JPMorgan Liquid Assets Money Market Fund — Int/Div — Sold

JPMorgan Mid Cap Equity Fund — Int/Div — Sold

JPMorgan Short Duration Bond Fund — Int/Div — Sold

JPMorgan US Equity Fund — Int/Div — Sold

JPMorgan Value Advantage Fund — Int/Div — Sold

MPS Emerging Market Debt Fund — Int/Div

MFS Massachussetts Investors Trust — Int/Div

Oakmark Fund — Int/Div

PIMCO Short Term Fund — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

T.Rowe Price New Income Fund — Int/Div

Vanguard Short-Term Bond Index Fund — Int/Div

Wells Fargo Advantage Growth Fund — Int — Sold

Chase bank Cash Accounts — Interest

Northwestern Mutual Whole Life — Int/Div

Blackrock FDS — Int/Div

Blackrock Intemational — Int/Div

Brown Advisory FDS — Int/Div

Deutsche X Trackers MSC — Int/Div — Sold

Dodge & Cox Funds — Int/Div

MFS Research — hy

Wisdomtree Japan Hedged — Int/Div — Sold

Dodge & Cox Income Fund — Int

iShares Inc — Int/Div — Buy

Vanguard Charlotte FDS — Int/Div — Buy

S10.

Director, Dame! Murphy Scholarship Fund

Jumor Board Member, Cristo Rey Jesuit High School

Agreement — 2003 — Judges’ Retirement System of lino

Liability — Amencan Education Services — Education loan

Liability — Northwestern Mutural — Loan from lite insurance policy

Spouse's income — 2016 — self-employed attorney