Neil W. Bason

First Republic Bank - accounts — Interest

Northwestern Mutual - whole life policies — Int/Div

IRA ZH) — Int/Div

Amencan Century Investments Livestrong 2038

IRA#2 — Int/Div

Schwab Market Track Growth Investor

Duane Moris LLP 401(k) — Int/Div

Dodge & Cox Balanced

Member of Regional Leadership Council, Southem California Public Radio

Liability — LS Bank — Credit Card

Liability — Citibank (government charge card) — Credit Card

Reimbursement — California Bankruptcy Forum (CBF) — 5/15/15-5/17/15 — Napa, CA — education, meeting with attorneys — meals, lodging, transportation

Reimbursement — Nmth Circunt Conference — 1215-715/18 — San Diego, CA — education, meeting with attorneys — meals, lodging, transportation

Reimbursement — Inland Empire Bankruptcy Forum (IEBF) — 10/13/18 — Riverside, CA — educanon, meeting with attorneys — meals, transportation

Reimbursement — Beverly Hills Bar Associaton — 117718 — Beverly Hills, CA — education, meeting with attorneys — meals

Reimbursement — Los Angeles Bankruptcy Forum (LABF) — 1/15 — Los Angeles, CA — education, meeting with attorneys, — meals