Callie V. Granade

Southwest Bancshares stock — Int/Div

First Community Bank Accounts — Interest

Wells Fargo Bank Accounts — Interest

Army Aviation Center FCU (Y) — Interest — Closed

Morgan Stanley Brokerage Account

Allstate Life Variable Annuity: AB VPS Lg Cap Grw Port-Cls B — None

Schwab IRA — Int/Div

Schwab Money Market Funds (see note) — None

MFS Intl Value CL — Int/Div — Buy (add'l)

Oppenheimer Dev Mkts Fd C1'Y — Int/Div — Buy (add'l)

Credit Suisse ETN F Equal Weight MLP Index — Int/Div

Vanguard REIT — Int/Div

Vanguard Total World Stock ETF — Int/Div

Primecap Odyssey Ager Growth Fd — Int/Div — Buy (add'l)

Vanguard Small Cap — Int/Div

Charles Schwab Brokerage Account

Schwab Govt Money Fund sweep acct — None

Apple Computer Inc. common stock — Int/Div — Sold (part)

Apple Computer Inc. common stock — Sold (part)

Coca Cola stock — Int/Div — Sold

Diageo PPLC SponADR stock — Int/Div — Sold (part)

Duke Energy Corp Hldg. Co. stock — Int/Div

First Tr NYSE ARCA Biotech Index Funs — Int/Div

Kimberly Clark Comp. stock — Int/Div

MFS Intl Value C11 — Int/Div — Buy (add'l)

MFS Intl Value C11 — Buy (add'l)

Microsoft common stock — Int/Div

Nestle Spon ADR stock — Int/Div

Oppenheimer Developing Mkts Fd C1'Y — Buy

Oppenheimer Developing Mkts Fd C1'Y — Sold

Pepsico Inc. NC stock — Int/Div

Powershares Exchange TR Fund — Int/Div

Powershares Water Res PTF — Int/Div

Sanofi CVR Ris 123120 — None — Sold

Sherwin Williams Co. Ohio stock — Int/Div

The Advisory Board Co. stock — None

U.S. Bancorp common stock — Int/Div

Verizon Communications stock — Int/Div

American Amcap A Mutual Fund — Int/Div

American Growth Fund of America A Mutual Fund — Int/Div

American Inv Co. of America A Mutual Fund — Int/Div

Driehaus Emerging Mkts Gr Fd — None — Buy

MFS Inf Value C1 — Int/Div — Buy

MFS Inf Value C1 — Buy (add'l)

Primecap Odyessey Agger Growth Fund — Int/Div — Buy (add'l)

Primecap Odyessey Agger Growth Fund — Sold (part)

Vanguard Cosmr Dscrinary — Int/Div

Vanguard Energy ETF — Int/Div — Sold

Vanguard Financials — Int/Div — Buy (add'l)

Vanguard Health Care — Int/Div

Vanguard Industrials — Int/Div

Vanguard Mid Cap — Int/Div — Buy (add'l)

Vanguard Mid Cap Value — Int/Div — Buy (add'l)

Vanguard REIT — Int/Div

1/12 mineral rights, parcel in Washington County, Alabama — None

12.5% interest in Daphne Offices, LLC Daphne, AL — Rent

16.24% interest in Stockton Oaks, LLC (see note) — None

1/6 mterest in 1.8 acres property in Magnolia Springs, AL — None

1/3 interest in real estate parcel £1 in Washington Cty AL — None

1/3 terest in real estate parcel #2 in Washington Cry, AL — None

1/2 mt in real estate Parcel #3 m Washington Cry, AL — None

3% interest in realty in Fairhope, AL — None

Amentrade IRA — Int/Div

Ameritrade cash account — None

First Eagle Global Fund Class — hy — Sold (part)

Homestead Fuinds Small Co Stk Fund — Int/Div — Buy (add'l)

Homestead Fuinds Small Co Stk Fund — Sold (part)

Homestead Fuinds Small Co Stk Fund — Buy (add'l)

Homestead Fuinds Small Co Stk Fund — Buy (add'l)

Homestead Fuinds Small Co Stk Fund — Buy (add'l)

Nicholas EQ Inc. Fund Inc Com — Int/Div — Buy (add'l)

Nicholas EQ Inc. Fund Inc Com — Buy (add'l)

AMG Yacktman Fund SVC — None — Sold (part)

AMG Yacktman Fund SVC — Sold (part)

AMG Yacktman Fund SVC — Sold (part)

AMG Yacktman Fund SVC — Sold

Blackrock FDS Health Sciences Fund — Int/Div — Sold (part)

Blackrock FDS Health Sciences Fund — Buy (add'l)

Oakmark Fds Oakmark Fd — Int/Div — Buy (add'l)

Oakmark Fds Oakmark Fd — Buy (add'l)

Franklin Utilities Fd Adv — None — Sold

Franklin Mutual Global Discovery Z (see note) — Int/Div — Sold (part)

Franklin Mutual Global Discovery Z (see note) — Sold (part)

Catalyst Hedged futures Strategy — Int/Div — Buy

Catalyst Hedged futures Strategy — Buy (add'l)

Catalyst Hedged futures Strategy — Buy (add'l)

Catalyst Hedged futures Strategy — Buy (add'l)

Catalyst Hedged futures Strategy — Buy (add'l)

Catalyst Hedged futures Strategy — Sold (part)

Catalyst Hedged futures Strategy — Sold (part)

Catalyst Hedged futures Strategy — Sold (part)

Catalyst Hedged futures Strategy — Sold (part)

Primecap Odyssey Stock FD — Int/Div — Buy

Primecap Odyssey Stock FD — Buy (add'l)

Vanguard Dividend Growth Investor Fund — Int/Div — Buy

Vanguard Dividend Growth Investor Fund — Buy (add'l)

Trust #1 (see note) (see Part , Line 1) — None

Trust #2 (see note) — None

Southwest Bancshares stock

Stone, Granade & Crosby P.C. 401(K) (see note) — Int/Div

Amenican Europacific Growth — Int/Div — Buy (add'l)

Amenican Europacific Growth — Buy (add'l)

Amenican Europacific Growth — Buy (add'l)

Amenican Europacific Growth — Buy (add'l)

Artisan Mid-Cap Value — Int/Div — Buy (add'l)

Artisan Mid-Cap Value — Buy (add'l)

Artisan Mid-Cap Value — Buy (add'l)

Artisan Mid-Cap Value — Buy (add'l)

Columbia Dividend income A — Int/Div — Buy (add'l)

Columbia Dividend income A — Buy (add'l)

Columbia Dividend income A — Buy (add'l)

Columbia Dividend income A — Buy (add'l)

Harbor International Institutional — Inv — Buy (add'l)

Harbor International Institutional — Buy (add'l)

Harbor International Institutional — Buy (add'l)

Harbor International Institutional — Buy (add'l)

Janus Triton = T — Int/Div — Buy (add'l)

Janus Triton = T — Buy (add'l)

Janus Triton = T — Buy (add'l)

Janus Triton = T — Buy (add'l)

Janus Triton = T — Sold (part)

Lazard Emerging Markets — Int/Div — Buy (add'l)

Lazard Emerging Markets — Buy (add'l)

Lazard Emerging Markets — Buy (add'l)

Lazard Emerging Markets — Buy (add'l)

Lazard Emerging Markets — Sold (part)

Neuberger Bernam Mid Cap Growth — Int/Div — Buy (add'l)

Neuberger Bernam Mid Cap Growth — Buy (add'l)

Neuberger Bernam Mid Cap Growth — Buy (add'l)

Neuberger Bernam Mid Cap Growth — Buy (add'l)

Van Eck Hard Assets — Int/Div — Buy (add'l)

Van Eck Hard Assets — Buy (add'l)

Van Eck Hard Assets — Buy (add'l)

Van Eck Hard Assets — Buy (add'l)

Van Eck Hard Assets — Sold

Vanguard Large Cup Index Admiral — Int/Div — Buy (add'l)

Vanguard Large Cup Index Admiral — Buy (add'l)

Vanguard Large Cup Index Admiral — Buy (add'l)

Vanguard Large Cup Index Admiral — Buy (add'l)

Vanguard Large Cup Index Admiral — Sold (part)

Vanguard Mid-Cap Index Admiral — Int/Div — Buy (add'l)

Vanguard Mid-Cap Index Admiral — Buy (add'l)

Vanguard Mid-Cap Index Admiral — Buy (add'l)

Vanguard Mid-Cap Index Admiral — Buy (add'l)

Vanguard Mid-Cap Index Admiral — Sold (part)

Vanguard PRIMECAP Core (See Note) — Int/Div — Buy (add'l)

Vanguard PRIMECAP Core (See Note) — Buy (add'l)

Vanguard PRIMECAP Core (See Note) — Buy (add'l)

Vanguard PRIMECAP Core (See Note) — Buy (add'l)

Vanguard PRIMECAP Core (See Note) — Sold (part)

Vanguard Small Cap Index Admiral — Int/Div — Buy (add'l)

Vanguard Small Cap Index Admiral — Buy (add'l)

Vanguard Small Cap Index Admiral — Buy (add'l)

Vanguard Small Cap Index Admiral — Buy (add'l)

Vanguard Small Cap Index Admiral — Sold (part)

Vanguard Small Cap Index - Signal (See Note) — None

Virtus Real Estate Securities Fund (See Note) — Int/Div — Buy (add'l)

Virtus Real Estate Securities Fund (See Note) — Buy (add'l)

Virtus Real Estate Securities Fund (See Note) — Buy (add'l)

Virtus Real Estate Securities Fund (See Note) — Buy (add'l)

Liability — First Community Bank, Chatom, AL (See note) — Note secured by lot, house and rental cottage in Fairhope, AL

Reimbursement — Washington & Lee University Law School — November 12 - 14, 2016 — Lexington, VA — Participate as a Judge at Moot Court competition — Airfare, Room & Meals for self and Spouse

Spouse's income — 2015 — Southwest Bancshares, Inc. (Director's fees)

Spouse's income — 2015 — Stone, Granade & Crosby, P.C. (law firm income)

156 Part I, Line 1: The only asset in Trust #1 was a Metropolitan Life permanent life insurance policy. The msured died in 2014, and the proceeds distributed to

the beneficiaries. The trust's existence was continued until April 2015 in order to file an income tax return on the interest earned before distribution, but was then

dissolved.

Part VII, Line &: This is a sweep account and eams no income.

Part VII, Line $7: Stockton Oaks, LLC owns undeveloped acreage in North Baldwin County, AL, with an estimated value of $175,000. 16.24% of $175,000 is

$28,420,

Part VII, Line 62: Although there is a rental cottage on the property, my husband does not receive any of the rentul income. He is on the note for the property...see

Part VI, Line |.

Part VII, Line 97: Trust #1 had no assets at year end. See note at Part 1, Line |

Part VII, Line 98: The only asset in Trust #2 is stock of Southwest Bancshares, some of which was a gift from a relative, and the rest purchases. The value of the

trust is derived from book value of the stock value as of 12/31/2015. There is no income from the trust currently going to any reportable beneficiary.

Part VII, Line 100: This is a 401(k) plan at my husband's law firm.

Part VII, Line 146: Mistakenly reported as “sold” on 2014 annual report. What should have been reported as "sold" in 2014 is the asset now reported on Part VII,

Line 156.

Part VII, Line 156; Was actually sold in 2014, See note at Part VII, Line 146.