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

Cripe Deferred Comp Alliance Benefit Group

Columbia Balanced Fund — Int/Div — Closed

Dodge & Cox Stock (DODGX) — Interest — Closed

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

JIN 529 Age Based Income Portfolio — Sold (part)

GIN 529 Age Based Income Portfolio — Interest — Buy (add'l)

GIN 529 Age Based Income Portfolio — Sold (part)

Charles Schwab Joint Brokerage Account

CERES California Mum Bond — Interest

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

Looms Sayles Global Bond (LSGLX) — Int/Div

Pioneer Strategic Income (STRYX) — Int/Div

Artisan International Fund (ARTIX) — Int/Div — Buy (add'l)

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 — Buy (add'l)

Matthews Asia Dividend (MAPIX) — Int/Div

Neuberger Berman Gensis (NBGNX) — Int/Div — Buy (add'l)

Prudential Jennison Mid Cap Growth (PEGZX) — Int/Div

Scout Unconstrained Bond (SUBEX) — Int/Div

Doubleline Total Return (DBLTX) — Int/Div

JP Morgan Midcap Value — Int/Div — Buy

Legg Mason BW Global Bond — Int/Div — Buy

Charles Schwab IRA - Jane Magnus-Stinson

Schwab Bank Cash — Int/Div

Loomis Sayles Global Bond (LSGLX) — Int/Div

Pioneer Strategic Income Institutional ISTRY XD — Int/Div

Vanguard Short Term Inv (VFSTX) — Int/Div

Amencan Funds AMCAP (AMCFX) — Int/Div

Artisan Intl Fund (ARTIX) — Int/Div

Diamond Hill Small Cap (DHSCX) — Int/Div

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

Harbor International (HAINX) — Int/Div

Matthews Asia Dividend (MAPIX) — Int/Div

NB Genesis (NBGNXD — Int/Div

Vanguard Windsor 11 {VWNFX) — Int/Div

Prudential Jennison Mid Cap Growth (PEGZX) — Int/Div

MFS International New Discovery (IMWNIX) — Int/Div

Doubleline Total Return (DBLTX — Int/Div

Charles Schwab Brokerage - June

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 — 2017 — Indiana Publie Employees Retirement Fund, pension

Spouse's income — 2007 — Indianapolis Awrport Authonty, wages

Spouse's income — 32007 — Indiana Alcohol & Tobacco Commission, wages

Part VII, Line 2 Settlers Life Individual Retirement Annuity is not a self-directed fund. It is an IRA annuity contract with Settlers Life Insurance Company. with a

guaranteed rate of interest. 1 have no control as to how the funds are invested.

Part VII, Lines 7 & 8, corrected to show no value at the end of the reporting period because the account was closed.