Claire Claudia Cecchi

Bank of America - Checking accounts — Interest

Citibank - Checking accounts — Interest

Northwestern Mutual Ins Cash Value — Interest

Guardian Whole Life — Interest

Mass Mutual Whole Life — Interest

401(K) £1 - Lines 7-8

AmencanFunds Inv Fund — Int/Div

Mamstay Large Cap — Int/Div

SEP#)

UBS Bank (Cash account) — Int/Div — Sold (part)

401(k) #2 - Lines 12-13

American Century Growth Fund — Int/Div

PIMCO Total Retum — Int/Div

Mark Pharmaceutical (Unlisted Security) — None

Brokerage #1 - Lines 17-19

Western Asset Money Mkt — Int/Div

Vanguard Total Stock Market etf — Int/Div

Prudential Short-term Corp Bond Fund — Int/Div

Trust 1- See Note in Part VII — None

Liability — Bank of America — 401k loan

Liability — Citibank — Unsecured credit lines

Liability — Amencan Express — Credit Card

Liability — Bank of America — Credit Card

Liability — Chase — Credit Card

Liability — Northwestern Life — Life Insurance loan on policy

PART VIL INVESTMENTS AND TRUSTS:

Line 20. Trust | -

trust which us of report date had no value.