1

Baker & Hostetler LLP

Cleveland, Ohio

Partner

Present

2

Legal Aid Society of Greater Cleveland

Cleveland, Ohio

Member of Board of Directors

Present

3

Hawken School

Gates Mills, Ohio

Member of Board of Trustees

Present

4

Solon, Ohio

Co-Trustee

Present

5

Cleveland Marshall College of Law

Cleveland, Ohio

Member of the Board of Visitors

Present

1

IRA #1

1.1

American Funds Developing World Growth & Income (DWGHX)

$50,001 - $100,000

None (or less than $201)

1.2

American Funds Emerging Markets Bond (EBNFX)

$15,001 - $50,000

None (or less than $201)

1.3

American Funds Global Balanced (GBFLX)

$50,001 - $100,000

None (or less than $201)

1.4

American Funds New Economy (NFFFX)

$15,001 - $50,000

None (or less than $201)

1.5

American Funds Income Fund of America (AMEFX)

$15,001 - $50,000

None (or less than $201)

1.6

American Funds New Perspective (ANWFX)

$50,001 - $100,000

None (or less than $201)

1.7

American Funds New World (NFFFX)

$50,001 - $100,000

None (or less than $201)

1.8

American Funds Small Cap World (SMCFX)

$50,001 - $100,000

None (or less than $201)

1.9

Blackrock Multi-Asset Income (BIICX)

$50,001 - $100,000

None (or less than $201)

1

Baker & Hostetler LLP Retirement Program

Cleveland, Ohio

I will continue to participate in both defined contribution plans. The plan sponsor will not make further contributions into either plan after my separation.

6/2016

2

BakerHostetler Cash Balance Plan

Cleveland, Ohio

This plan terminated in June 2021, no further contributions to this plan have been made by the plan sponsor or the filer since that time. Pursuant to the terms of the ERISA 202(h) Notice of Intent to Terminated the Cash Balance Plan, the filer will be entitled to and will receive a lump sum distribution from the plan in 2022.

6/2016

3

BakerHostetler Retirement Benefits Enhancement Plan

Cleveland, Ohio

I will continue to participate in this cash balance pension plan. The plan sponsor will not make further contributions after my separation.

6/2016

4

Baker & Hostetler LLP Capital Investment

Cleveland, Ohio

Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a lump-sum payment of my capital account. This payment will be calculated as of the date of my withdrawal.

6/2016

5

Baker & Hostetler LLP Partnership Share

Cleveland, Ohio

Pursuant to the terms of the partnership agreement, I will receive my final partnership share in one lump-sum payment within 90 days of my departure from the firm. The total amount of the payment will be my pro rata share of the firm’s 2022 earnings through the date of my departure, minus the amount I have already been paid in 2022 at the time of my departure.

6/2016

6

BakerHostetler Discretionary Bonus

Cleveland, Ohio

Pursuant to my partnership agreement, I may receive a performance-based bonus for services rendered up to the date of my departure from the firm. This bonus will be paid prior to my assuming the duties of the position of Director or I will forfeit it.

6/2016

1

Baker & Hostetler LLP

Cleveland, Ohio

Partner at firm

2

Aleris International, Inc.

Beachwood, Ohio

Legal representation

3

Dublin, Ohio

Legal representation

4

CBIZ, Inc.

Independence, Ohio

Legal representation

5

Charles Rizzo

Detroit, Michigan

Legal representation

6

Cleveland Clinic Foundation

Cleveland, Ohio

Legal representation

7

Clutterbuck Capital Management

Cleveland, Ohio

Legal representation

8

Crocs, Inc.

Broomfield, Colorado

Legal representation

9

Deloitte, Ltd.

New York, New York

Legal representation

10

Armond Budish

Beachwood, Ohio

Legal representation

1

IRA #1

1.1

American Funds Europacific Growth (AEPFX)

$50,001 - $100,000

None (or less than $201)

1.2

American Funds AmCap (AMCFX)

$15,001 - $50,000

None (or less than $201)

1.3

American Funds Capital World Growth and Income (WGIFX)

$50,001 - $100,000

None (or less than $201)

1.4

American Funds Emerging Markets Bond (EBNFX)

$15,001 - $50,000

None (or less than $201)

1.5

American Funds Global Balanced (GBLFX)

$15,001 - $50,000

None (or less than $201)

1.6

American Funds International Growth and Income (IGFFX)

$15,001 - $50,000

None (or less than $201)

1.7

American Funds Washington Mutual (WMFFX)

$15,001 - $50,000

None (or less than $201)

1.8

U.S. brokerage account (cash)

$50,001 - $100,000

None (or less than $201)

1.9

DFA Emerging Markets (DFEVX)

$15,001 - $50,000

None (or less than $201)

1

Family Trust #1 (revocable)

1.1

Capital Income Builder Class F2 Shares (CAIFX)

$100,001 - $250,000

$5,001 - $15,000

1.2

American High-Income Municipal Bond Fund Class F2 Shares (AHMFX)

$100,001 - $250,000

$5,001 - $15,000

1.3

U.S. brokerage account (cash)

$15,001 - $50,000

None (or less than $201)

1.4

Fidelity Advisor Strategic Income Fund Class Z Shares (FIWDX)

$15,001 - $50,000

$1,001 - $2,500

1.5

Fidelity Advisor Total Emerging Markets Fund Class Z Shares (FIQNX)

$50,001 - $100,000

$1,001 - $2,500

1.6

Fidelity Emerging Markets Index Fund (FPADX)

$15,001 - $50,000

$201 - $1,000

1.7

Fidelity International Sustainability Index Fund (FNIDX)

$50,001 - $100,000

$1,001 - $2,500

1.8

Fidelity Small Cap Value Index Fund (FISVX)

$50,001 - $100,000

$1,001 - $2,500

1.9

Fidelity US Sustainability Index Fund (FITLX)

$50,001 - $100,000

$1,001 - $2,500

1

Wells Fargo

$50,001 - $100,000

2012

20 years

2

Key Bank

$100,001 - $250,000

2017

84 months

5

6

Spouse's employment ended in 2020. Spouse received balance of salary in 2021.