1

Woodland Hills, California

President

Present

2

San Francisco, California

Advisor

Present

3

Los Angeles, California

Co-Trustee

Present

4

Rockville, Maryland

Board Member

Present

5

Downey, California

Chair- Elect/Member of the Board

Present

6

Sacramento, California

Board Member (At-Large)

Present

7

Malibu, California

Chair of the Board

Present

8

Los Angeles, California

Chair of the Board

Present

9

Rosemead, California

Working Group Member

Present

10

Washington , District of Columbia

Uncompensated Advisor

Present

1

Aesa Inc. also d/b/a Strategic Solutions Group (business consulting)

Salary

$24,000

2

Aesa Inc. also d/b/a Strategic Solutions Group (business consulting)

None (or less than $1,001)

Consulting Income

$38,506

1

Woodland Hills, California

My consulting business will be inactive during my appointment as outlined in my ethics agreement. Any outstanding client fees will be fixed prior to appointment.

1/2022

1

Woodland Hills, California

Provides companies with general business consultation and advice regarding strategic planning and business development, general business and economic matters and other such similar services.

2

Lewisville, Texas

General business consultation and advice regarding strategic planning and business development, general business and economic matters and similar services.

3

Glendale, California

Identify, develop and close funders and foundations for charitable initiatives around early literacy. Provide technical assistance and guidance pertaining to global messaging and key communications with stakeholders.

4

Ontario, California

Provide marketing, brand, social impact consulting expertise to help increase Webb Family Enterprises brand awareness and community engagement through social media marketing, social impact initiatives, events and public relations.

1

Vision & Task Enterprises Inc (Executive producer for entertainment services)

None (or less than $1,001)

Ordinary Business Income

1.1

Ares Capital Corporation

Board Member Meeting Fees (through Vision & Task Enterprises Inc.)

2

Hidden Beach Records, LLC (Entertainment Services)

$100,001 - $250,000

Consulting Fees

2.1

Sound and video recording copyrights (Value not readily ascertainable)

None (or less than $201)

3

Universal Music Group 401(k) Plan

3.1

Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)

$50,001 - $100,000

None (or less than $201)

3.2

Vanguard Inst Index Fund Inst Plus

$100,001 - $250,000

None (or less than $201)

4

Ares Capital Corp

$500,001 - $1,000,000

$50,001 - $100,000

1

Brokerage Account #1

1.1

U.S. brokerage money market account (cash)

$1,001 - $15,000

Interest

$201 - $1,000

1.2

Chipotle Mexican Grill, Inc. (CMG)

None (or less than $1,001)

Capital Gains

$201 - $1,000

1.3

Sirius XM Holdings, Inc. (SIRI)

$1,001 - $15,000

None (or less than $201)

1.4

Starbucks Corp. (SBUX)

None (or less than $1,001)

Capital Gains

$201 - $1,000

1.5

Workday, Inc. (WDAY)

None (or less than $1,001)

Capital Gains

$201 - $1,000

1.6

First Trust Nasdaq 100 Technology Sector Index Fund ETF

None (or less than $1,001)

$201 - $1,000

1.7

First Trust Dow Jones Internet Index Fund (FDN)

None (or less than $1,001)

$1,001 - $2,500

1.8

iShares S&P Mid-Cap 400 Growth ETF (IJK)

None (or less than $1,001)

$201 - $1,000

1.9

iShares US Medical Devices ETF (IHI)

$1,001 - $15,000

None (or less than $201)

1

Chase

$100,001 - $250,000

2005

30 years

2

Select Portfolio Servicing

$1,000,001 - $5,000,000

2005

30 years

3

Mohela

$50,001 - $100,000

2019

10 years

3

1

If I am confirmed, this will be effective upon my confirmation.

5

2.1

Discography: Jill Scott - Who Is Jill Scott: Words and Sounds - Vol. 1 (2000); Brenda Russell: Paris Rain (2000); Hidden Beach Recordings Presents: Unwrapped Vol. 1 (2001); Jill Scott: Experience Jill Scott 826+ (2001); Darius Rucker: Back to Then (2002); Hidden Beach Recordings Presents: Unwrapped Vol. 2 (2002); Kindred the Family Soul: Surrender to Love (2003); BeBe Winans: My Christmas Prayer (2003); Hidden Beach Recordings Presents: Unwrapped Vol. 3 (December 2004); Jill Scott: Beautifully Human, Words and Sounds - Vol. 2 (2004); BeBe Winans: Dream (2005); Lina: The Inner Beauty Movement (2005); Mike Phillips: Uncommon Denominator (2005); Hidden Beach Recordings Presents: Unwrapped Vol. 4 (2005); Tribaljazz (feat. John Densmore) (2006); Hidden Beach Recordings Presents: You Have Reached Mike Phillips (2006); Kindred the Family Soul: In This Life Together (2006); Jill Scott: Collaborations (2007); Onitsha: Church Girl (2007) Sunny Hawkins: More Of You (2007); Cornel West & BMWMB (2007) Keite Young: The Rise and Fall of Keite Young (2007); Jill Scott: The Real Thing, Words and Sounds Vol. 3 (2007); Jill Scott: Live in Paris+ (2008); Hidden Beach Recordings Presents: Unwrapped Vol. 5.0 (2008); Hidden Beach Recordings Presents: Unwrapped - The Ultimate Box Set - Vols. 1-4 (2009); Hidden Beach Presents: Hidden Hits Vol. 1 (2009); Jeff Bradshaw: Bone Appetit Vol. 1 (2012); The Tony Rich Project: Exist (2008); Kindred the Family Soul: the Arrival (2008); Change Is Now: Renewing America's Promise (Obama 2012 campaign) (2009) Al B Sure: Honey I'm Home (2009); Hidden Beach Recordings Presents: Unwrapped Vol. 6 "Give the Drummer Some" featuring Tony Royster (2009); Hidden Beach Recordings Presents: Unwrapped Vol. 7 "Back to Basics" (2010); Mike Phillips: M.P.3 (2010); Hidden Beach Valentines Vol. 1: Love, Passion & Other Emotions (2011); Naturally 7: Christmas, A Love Story (2011); Naturally 7: VocalPlay (2010); Jill Scott: The Original Jill Scott from the Vault, Vol. 1 (2011); Jeff Bradshaw: Bone Appetit (2012); Jill Scott: Crates Remix Fundamentals Vol. 1 (2012); Peter Black: Neverwhere, Peter Black's Book Vol. 1 (2012); Naturally 7: Hidden In Plain Sight (2014); Angie Fisher (single): "I.R.S." (2014); Jill Scott: Golden Moments (greatest hits) (2015); Kindred the Family Soul: Family Treasures (2015); Angie Fisher (single): "Hide & Seek" (2015); Angie Fisher (single): "Summertime" (2015); Jill Scott (Collection): "By Popular Demand" (2018); Hidden Beach Recordings Presents: Unwrapped Vol. 8 "The Chicago Sessions" (2019)