2024

Part I., Line 1. Taught two-week course in July 2024, but received compensation in February 2025. Part VII., Lines 40, 78, 79. Some of the Class C shares were exchanged for Class A shares. Part VII., Line 53. The name TA Vanguard Instl Target Ret. 2020 fund (VITWX) changed to Vanguard Target Ret. 2020 Trust Select fund (VTNWX).

2023

Part VII., Line 4. The name Putnam Multi-Cap Growth fund (PNOPX) changed to the Putnam VT Sustainable Leaders fund (PNOPX). Part VII., Line 22. The name AlphaSimplex Global Alternatives CL Y fund (GAFYX) changed to the Virtus AlphaSimplex Global Alternatives CL I fund (GAFYX). Part VII., Line 49. The name Putnam VT Growth Opportunities fund (POGAX) changed to the Putnam VT Large Cap Growth fund (POGAX).

2022

Part III-B., line 1. Spousal non-investment income type clarified over prior year reports. Part VII., line 114. Reports from 2019 through 2021 disclosed spousal non-investment income from Mlegal Group, Inc. / Macrae, Inc. in Part III-B., but inadvertently omitted from Part VII a non-income-generating equity holding obtained incident to commencement of employment. Reports from 2019 to 2021 have been amended to reflect this asset.

2021

Part VII., line 11. In 2021, ownership of this property was transferred to a partnership. Part VII., lines 12, 13, and 33. Column B(1) reports all dividends through July 13, 2021. On July 15, my529 began publishing the net asset value (NAV), or unit price, for each option. Dividends and interest are now embedded in the NAV. my529 also published ticker symbols for each option on July 15, 2021, and so those ticker symbols have been added. Part VII., line 13. On July 14, 2021, my529 converted the existing "Age-Based Moderate" holding to "Enrolled" fund (UTAWX). Part VII., line 17. On December 6, 2021, Wells Fargo Absolute Return Fund changed its name to Allspring Absolute Return Fund. Part VII., line 121. This report was amended in May 2023 to reflect an equity holding in Macrae, Inc. Spousal non-investment income from Macrae, Inc. had previously been reported in Part III-B.

2021

Part VII., line 11. In 2021, ownership of this property was transferred to a partnership. Part VII., lines 12, 13, and 33. Column B(1) reports all dividends through July 13, 2021. On July 15, my529 began publishing the net asset value (NAV), or unit price, for each option. Dividends and interest are now embedded in the NAV. my529 also published ticker symbols for each option on July 15, 2021, and so those ticker symbols have been added. Part VII., line 13. On July 14, 2021, my529 converted the existing "Age-Based Moderate" holding to "Enrolled" fund (UTAWX). Part VII., line 17. On December 6, 2021, Wells Fargo Absolute Return Fund changed its name to Allspring Absolute Return Fund.