Donna M. Ryu

Brokerage Account - Indv

Dimensional Funds Investment Grade Bond (DFAPX) — Int/Div — Sold (part)

Dimensional Funds Inestment Grade Bond (DFAPX) — Sold

Dimensional Funds Emerging Market (DFEVX) — Int/Div

Dimensional Funds Int'l Value (DFIVX) — Int/Div — Buy

Dimensional Funds US Large Value (DFLVX) — Int/Div — Sold (part)

Dimensional Funds US Large Value (DFLVX) — Sold (part)

Dimensional Funds US Large Value (DFLVX) — Sold (part)

Dimensional Funds US Large Value (DFLVX) — Sold (part)

Dimensional Funds US Small Value (DFSVX) — Int/Div — Sold (part)

Dimensional Funds US Small Value (DFSVX) — Sold (part)

Dimensional Funds Int'l Small Value (DISVX) — Int/Div — Sold (part)

Dimensional Funds Inter Term Bond (DFTEX) — Int/Div — Buy

Dimensional Funds Inter Term Bond (DFTEX) — Sold (part)

Money Market Fund (SWSXX) — Int/Div

Brokerage Account - SEP IRA

Money Market Fund (SWSXX) — Int/Div

Dimensional Funds Investment Grade Bond (DFAPX) — Int/Div — Buy

Dimensional Funds Investment Grade Bond (DFAPX) — Sold

Dimensional Funds Emerging Market (DFEVX) — Int/Div — Buy

Dimensional Funds Int'l Value (DFIVX) — Int/Div — Buy

Dimensional Funds US Large Value (DFLVX) — Int/Div — Sold (part)

Dimensional Funds US Small Value (DFSVX) — Int/Div — Sold (part)

Dimensional Funds Int'l Small Value (DISVX) — Int/Div — Sold (part)

Dimensional Funds Int'l Small Value (DISVX) — Buy

Dimensional Funds Inter Term Bond (DFTEX) — Int/Div — Buy

Brokerage Account - Roth IRA

Money Market Fund (SWSXX) — Int/Div

Dimensional Funds Global Allocation (DGSIX) — Int/Div — Sold

Dimensional Funds Selectively Hedged (DSHGX) — Int/Div — Sold

Dimensional Funds Inter Term Bond (DFTEX) — Int/Div — Buy

Dimensional Funds Global Equity (DGEIX) — Int/Div — Buy

University of California CAP

Fixed Account (no selection of funds available) — Interest

529 College Savings Plan

Age Based Portfolio - 18 & Over Index — hy

Wells Fargo Bank Accounts — Int

Provident Credit Union Accounts — Int/Div

ING Direct Accounts — Int/Div

S10.

Co-Trustee, Revocable Trust Agreement re family member's estate

Agreement — 2002 — University of California Retirement Plan (pension on retirement)

Reimbursement — Section of Labor & Employment Law — Mar rr. — Midwinter conference — aA TIL I ire

Part |, and Part VIL

Part 1:

Line I: Trust for the benefit of fumily member,

-1 am not the owner or grantor of the trust, | am solely the co-trustee of a revocable trust created for the benefit of a familty member.

-I am a co-trustee for the convenience of my family member, and | have not received any income through the trust or trust assets. In an abundance of caution, |

had previously listed the trust property (my mother's house) in Section VIL, but that have since been instructed not to list the house in Section VII, since it is not an

investment, and 1 do not receive any income of any kind from the house or the trust,

Patil:

Lines 3-37: The University of California Capital Accumulation Provision (CAP) account is a supplemental benefit plan held by the University of California. | have

no input in selecting how these funds are invested.