Robert N. Block

MS&K Realty Co. investment (Los Angeles, California) — Distribution

Wells Fargo Bank cash accounts — Interest

Chase Bank cash accounts — Interest

Citibank cash accounts — Interest

Capital One Bank cash accounts — Interest

Note receivable--Bella Mar RV Park LLC — None

Note receivable--Phair Real Estate Acquisition Fund — None

RETIREMENT PLAN (H)

BofA Cash/Money Mkt accts — Int/Div

Loomis Sayles Strategic Income Fd — Int/Div

Kmder Morgan Management LLC — Int/Div

Doublelme Total Return Fd — Int/Div

Blackrock Global Allocation Fd — None

FPA Crescent Fd — None

PIMCO Income Fd — Int/Div

PIMCO All Asset Fd — Int/Div

Highland Global Allocation Fd — Int/Div

American Fds 2015 Tretdirtrmt R6 — None

American Fds 2020 Tretdtrtrmt R6 — None

Amerrican Fds Bal R6 — None

Vanguard Wellesley Income Admiral — None

Nationwide Fixed Select Option — None

National Life whole life policy — Int/Div

BROKERAGE ACCOUNT #1 (HY

JP Morgan Deposit Sweep Acct — Interest

Apple Inc. common stock — Int/Div

Buckeye Partners LP — Distribution

EQM Midstream Partners LP — istmbution

Magellan Midstream Partners LP — istmbution

Tallgrass Energy LP — Distribution

Andeavor (formerly Tesoro) Logistics LP — Distribution

Western Refining Logistics LP — Distribution

American Ser Tax-Advantaged Growth & Income Fd — Int/Div — Sold (part)

Amencan Ser 11 Tax Exempt Fd of Calif — Int/Div

American Limited Term Tax Exempt Bond Fd — Int/Div

Amencan Balanced Fd — Int/Div — Buy (add'l)

American Target Date Retirement Ser Inc 2020 — Int/Div — Sold

American Short Term Bond Fd — Int/Div

Amencan EuroPacific Growth Fd — Int/Div

Amencan Intl Growth & Income Fd — Int/Div

Amencan New World Fd — Int/Div

Western National Life Deferred Fixed Annuity — Interest

Protective Life Deferred Fixed Annuity — Interest — Buy

BROKERAGE ACCOUNT £2 (H)

JP Morgan Deposit Sweep Acct — Interest

American Ser Tax-Advantaged Growth & Income Fd — Int/Div — Buy (add'l)

American Ser Tax-Advantaged Growth & Income Fd — Sold (part)

Amencan Ser 11 Tax Exempt Fd of Calif — Int/Div

Amencan Balanced Fd — Int/Div — Buy (add'l)

American Target Date Retirement Ser Inc 2020 — Int/Div — Sold

American Limited Term Tax Exempt Bond Fd — Distribution

Amencan Short Term Bond Fd — Int/Div

American EuroPacific Growth Fd — Distribution

American Intl Growth & Income Fd — Int/Div

American New World Fd — Int/Div

Blackrock 20 80 Target Allocation Fd — Int/Div

Pimco Inc Fd — Int/Div

Prudential Financial Inc common stock — Int/Div

California St Dept Wir Res Pwr Suooly Rev Ser 2008 — Interest

BROKERAGE ACCOUNT #3 (H)

JP Morgan Deposit Sweep Acct — Interest

American Ser Tax-Advantaged Growth & Income Fd — Int/Div — Sold (part)

American Ser 1 Tax Exempt Fd of Calif — Int/Div

Amencan Balanced Fd — Int/Div — Buy (add'l)

American Target Date Retirement Ser Inc 2020 — Int/Div — Sold

American Limited Term Tax Exempt Bond Fd — Int/Div

American Short Term Bond Fd — Int/Div

Amencan EuroPacific Growth Fd — Int/Div

American Intl Growth & Income Fd — Int/Div

Amencan New World Fd — istmbution

Blackrock 20 80 Target Allocation Fd — Distribution

Pimco Inc Fd — istmbution

Riverside Calif Elec Rev Bds dated 12/1672010 — Interest

State of Calif Various Purpose G/O Rfdg Bds dated 03/08/2012 — Interest

State of Calif Various Purpose G/O Bds dated 04/01/2009 — Interest

IRA ACCOUNT 21 (H)

JP Morgan Sweep Accts — Int/Div

Amernican Ser Tax-Advantaged Growth & Income Fd — Int/Div

Amencan Balanced Fd — Int/Div

American Target Date Retirement Ser Inc 2020 — Int/Div

American Short Term Bond Fd — Int/Div

Amencan EuroPacific Growth Fd — Int/Div

Amencan Intl Growth & Income Fd — Int/Div

American New World Fd — Int/Div

Blackrock 20 80 Target Allocation Fd — Int/Div

Pimco Inc Fd — Int/Div

Western Asset Middle Mkt Income Fd — Int/Div

IRA ACCOUNT £22 (H)

JP Morgan Sweep Accts — Int/Div

American Ser Tax-Advantaged Growth & Income Fd — Int/Div

Amencan Balanced Fd — Int/Div

American Target Date Retirement Ser Inc 2020 — Int/Div

National Life whole life policy — Int/Div

Brighthouse Life (formerly MetLife) universal life policy — Interest

General Parmer (passive), MS&K Realty Co, (interest=approx. 46%)

Spouse's income — 18 — Self-employed doctor

Please be advised that this Financial Disclosure Report covers the reporting period requirements for both my initial report and my annual (CY 2018) report. Where

1 did not list transactions in Column D of Part VII, there were none in CY 2018,

Part VII, tem No, 1. The final K-1 for MS&K Realty was issued in 2018 for CY 2017. Since I no longer have an investment interest to report, 1 left blank the end

of reporting period columns.

Part VII, Item Nos, 9-17. All of these vestments were liquidated in 2017, when the retirement plan was set up with a different financial entity.

Part VII, tem Nos, 18-22. The financial entity in which these retirement plan investments are held does not credit income to the individual investments held, but

rather reports only the market value of each investment as of the report date.

Part VII, Item No.32. Effective October 30, 2017, Western Refining Logistics LP was acquired by Andeavor Logstics LP. Since | already held an investment in

Andeavor (Part VIL, Item No, 31), the two investments were merged,.

Part VII, Item Nos. 42-43. We are not receiving any distributions from these deferred fixed annuities, but they are caring interest at the contract rates so | have

reported the amount of interest camed during the reporting period in column B(1).