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MARKET D 2012-01-03 2020-01-23 526 530 -4 -4 TEMPLETON EMERGING MARKET D 2013-01-02 2020-01-23 505 509 -4 -4 TEMPLETON EMERGING MARKET D 2013-01-03 2020-01-23 304 306 -2 -2 TEMPLETON EMERGING MARKET D 2014-01-02 2020-01-23 923 930 -7 -7 TEMPLETON EMERGING MARKET D 2014-01-02 2020-01-23 2638 2657 -19 -19 TEMPLETON EMERGING MARKET D 2015-01-02 2020-01-23 30 31 -1 -1 TEMPLETON EMERGING MARKET D 2015-01-02 2020-01-23 800 806 -6 -6 TEMPLETON EMERGING MARKET D 2015-01-02 2020-01-23 2236 2252 -16 -16 TEMPLETON EMERGING MARKET D 2016-01-04 2020-01-23 32 32 0 0 TEMPLETON EMERGING MARKET D 2016-01-04 2020-01-23 1376 1386 -10 -10 TEMPLETON EMERGING MARKET D 2016-01-04 2020-01-23 4217 4248 -31 -31 TEMPLETON EMERGING MARKET D 2017-01-03 2020-01-23 780 786 -6 -6 TEMPLETON EMERGING MARKET D 2018-01-02 2020-01-23 6 6 0 0 TEMPLETON EMERGING MARKET D 2018-01-02 2020-01-23 730 735 -5 -5 TEMPLETON EMERGING MARKET D 2018-01-02 2020-01-23 2568 2587 -19 -19 OTIS WORLDWIDE CORP CASH-IN-LIEU P 2020-04-07 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0 69 0 69 0 0 250 0 250 0 181 0 181 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 1 0 0 1 N/A PAUL W AND SHARI R FINCH 6023178992 1010 AVIENDA DEL SOL LAKE HAVASU CITY AZ 86406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL W FINCH JR 1010 AVIENDA DEL SOL LAKE HAVASU AZ 86406 DIRECTOR 0.00 0 0 0 SHARI R FINCH 1010 AVIENDA DEL SOL LAKE HAVASU AZ 86406 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 416278 7630 0 423908 0 0 423908 6359 417549 20877 20877 69 69 20808 0 20808 0 20808 21267 0 21267 0 21267 20808 0 0 1708 2440 9462 10267 23877 21267 0 0 0 20808 459 0 0 24336 0 0 0 0 0 0 0 24336 1708 2440 9462 10267 459 PAUL W FINCH JR SHARI R FINCH X SAVE THE FAMILY FOUNDATION OF ARIZONA 125 E UNIVERSITY DRIVE MESA AZ 85201 501(C)(3) PUBLIC CHA CHARITABLE DONATION 20000 20000 0 14 10466 18 -1282 0 9184 0 9184 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 2600 2080 520 CHARLES SCHWAB EQUITIES AT COST 234680 277015 CHARLES SCHWAB OTHER SECURITIES AT COST 133544 139104 NONDEDUCTIBLE FEDERAL TAXES 166 P.O. BOX 555 444 111 NONTAXABLE NONDIVIDEND DISTRIBUTIONS 434 NONTAXABLE DIVIDENDS 457 INVESTMENT MANAGEMENT FEES 3029 2423 606 PAUL W AND SHARI R FINCH 1010 AVIENDA DEL SOL LAKE HAVASU CITY AZ 86406 FOREIGN TAXES PAID 150 120 30