Keith L. Phillips

RENTAL PROPERTY #1/RICHMOND, VA 2002 - $36,750 (50%) — Rent

EKP ASSOCIATES LC - RENTAL PROPERTIES/RICHMOND. VA (50%) — Rent

BLVD. LLC (50% OWNERSHIP) — istnibution

WELLS FARGO - CHECKING ACCOUNT — Int/Div

BB&T 2] - CHECKING ACCOUNT — None

BB&T 22 - CHECKING ACCOUNT — None

FIDELITY INVESTMENTS - CASH ACCOUNT — Interest

HW FIDELITY INVESTMENTS

STATE BK INDIA NEW YORK NY 1.50% wi — Interest — Redeemed

AMERICAN EXP FED SVGS BK. INSTL 2.20% 1072319 — Interest

GECAP BK RETAIL CD 2.85% 09/16/21 — Interest

BANK INTERNET USA SAN DIEGO CA 3.8500 03/3120 — Interest

GECAPBKINCCD 290% 11116021 — Interest

GE CAP BK INC RETAIL CD 1.50% wim? — Interest — Redeemed

GE CAP BK INC RETAIL CD 3.80% 1211/19 — Interest

GOLDMAN SACHS BK USA NY 5.00% 121217 — Interest — Redeemed

GOLDMAN SACHS BK USA NY 2.50% 12/072018 — Interest

STATE BK INDIA NY 2.10% 12052018 — Interest

GOLDMAN SACHS BK USA NY 2.15% 1VO 7.2020 — Interest

GOLDMAN SACHS BAK USA NY CD 2.35% 1128/22 — Interest

GOLDMAN SACHS BK USA NY CD 2.600 117252022 — Interest

SYNCHRONY BANK RETAIL CD 2.90% 12/02/2021 — Interest

DISCOVER BK GREENWOOD DEL 2.65% 117222020 — Interest

SYNCHRONY BANK RETAIL CD 2.90% 12/02.2021 — Interest

SYNCHRONY BANK RETAIL CD 2.10% 08/29/2019 — Interest

FIDELITY INVESTMENTS CASH ACCOUNT — Interest

H)JANNLY MONTGOMERY SCOTI LLC #1

CLEARBRIDGE VALLE — Int/Div

ROYCE PAMUTL CONSULT -STOCK — Int/Div

JANNEY INSURED SwWp — Int/Div

VASTRES AUTH - TAX EXEMPT OID — Int/Div

VIRGINIA 529 PREPAID PLAN #1 - 8 SEMESTER TIER — None

VIRGINIA 529 PREPAID PLAN #2 - 8 SEMESTER TIER 1 — None

VIRGINIA 529 PREPAID PLAN #3 - 8 SEMESTER TIER — None

H) IRA #1, JANNEY MONTGOMERY SCOTTLLC

CASH ACCOUNT, JANNEY MONTGOMERY SCOTT LLC — Int/Div

CLEARBRIDGE SPECIAL SM CAP INVESTMENT FUND — Int/Div

LEGG MASON OPPORTUNITY FUND — Int/Div

MFS GROWTH FUND — Int/Div

MFS INVESTORS GROWTH FUND — Int/Div

MFSTOTAL RETURN — Int/Div

PIMCO REAL RETURN FUND — Int/Div

PIMCO INCOME FUND FUND — Int/Div

WESTERN ASSET CORE BOND FUND — Int/Div

H) IRA #2, CHARLES SCHWAB

CASH DEPOSIT ACCOUNTS, CHARLES SCHWAB — Int/Div

SCHWAB VALUE ADVANTAGE — Int/Div

SCHWAB VALUE ADVANTAGE — Int/Div — Buy

BANK OF THE WEST 65% 17CD — Int/Div — Buy

BANK OF THE WEST 65% 17CD — Int/Div — Matured

AMERICAN CENTURY ONE — Int/Div — Buy

AMERICAN FD TAX ADVNTGD — hy — Buy

JPMORGAN INCM BUILDER — Int/Div — Buy

SCHWAB MONTHLY INCOME FD EN PAYOUT — Int/Div — Buy

SCHWAB MONTHLY INCOME FD MAX PAYOUT — Int — Buy

DISCOVER BANK 1.3% I18CD — Int/Div — Buy

SCHWAB DIVIDEND EQUITY FUND — Int/Div

SCHWAB FUNDAMENTAL US LARGE CO INDEX — Int/Div

SCHWAB MARKETTRACK GROWTH — Int/Div

SCHWAB S&P 500 INDEX FUND — hy

SCHWAB TOTAL STOCK MKT INDEX — Int/Div

SCHWAB 1000 INDEX FUND — Int/Div

TT ROWE PRICE RETIREMENT 2030 FUND — Int/Div

VANGUARD WELLESLEY INCOME FD INVESTOR SHARE — Int

VANGUARD WELLESLEY INCOME FD INVESTOR SHARE — Int/Div — Buy

H) IRA #3, JANNEY MONTGOMERY SCOTTLLC

CASH DEPOSIT ACCOUNTS, JANNEY MONTGOMERY SCOTT LLC — Int/Div

CONSUMER DISCRETIONARY SELECT SECTOR SPDR (47) — Int/Div — Sold (part)

CONSUMER DISCRETIONARY SELECT SECTOR SPDR (30) — Int/Div

CONSUMER DISCRETIONARY SELECT SECTOR SPDR (5) — Int/Div

CONSUMER DISCRETIONARY SELECT SECTOR SPDR (4) — Int/Div — Buy (add'l)

ISHARES CORE MSC EUROPE (20) — Int/Div — Sold (part)

ISHARES CORE MSCI EUROPE (31) — Int/Div

ASHARES CORE MSCH EUROPE (6) — Int/Div

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR (13) — Int/Div — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR (45) — Int/Div

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR (8) — Int/Div

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR (8) — Int/Div — Buy (add'l)

SECTOR HEALTHCARE SELECT SECTOR SPDR (70) — Int/Div — Sold (part)

SECTOR HEALTHCARE SELECT SECTOR SPDR — None — Sold (part)

SECTOR HEALTHCARE SELECT SECTOR SPDR (57) — Int/Div

SECTOR HEALTHCARE SELECT SECTOR SPDR (10) — Int/Div

SECTOR HEALTHCARE SELECT] SECTOR SPDR (4) — Int/Div — Buy (add'l)

SECTOR TECHNOLOGY SELECT SPECTOR SPDR (57) — Int/Div — Sold (part)

SECTOR TECHNOLOGY SELECT SPECTOR SPDR — None — Sold (part)

SECTOR TECHNOLOGY SELECT SPECTOR SPDR — None — Sold (part)

SECTOR TECHNOLOGY SELECT SPECTOR SPDR (63) — Int/Div

SECTOR TECHNOLOGY SELECT SPECTOR SPDR (13) — Int/Div

SECTOR TECHNOLOGY SELECT SPECTOR SPDR (33) — Int/Div

VANGUARD ALL WORLD (133) — Int/Div — Sold (part)

VANGUARD ALL WORLD — None — Sold (part)

VANGUARD ALL WORLD (85) — Int/Div

VANGUARD ALL WORLD (17) — Int/Div

VANGUARD PACIFIC (12) — Int/Div — Sold (part)

VANGUARD PACIFIC (TD — Int/Div

VANGUARD PACIFIC — Int/Div

ISHARES, 7-10YR TREASURY BOND (20) — Int/Div — Sold

ISHARES, 7-10YR TREASURY BOND Rk) — Int/Div — Sold

ISHARES, 7-10YR TREASURY BOND 2) — Int/Div — Sold

ISHARES, 1-3YR TREASURY BOND “Hun — Int/Div — Sold

ISHARES, 1-3YR TREASURY BOND {5h — Int/Div — Sold

ISHARES. 1-3YR TREASURY BOND (9) — Int/Div — Sold

ISHARES, IBOXX, 4INVESTMENT GRADE CORP BOND (38) — Int/Div

ISHARES, IBOXX, 4INVESTMENT GRADE CORP BOND (22) — Int/Div

ISHARES, IBOXX, 4INVESTMENT GRADE CORP BOND (4) — Int/Div

ISHARES, IBOXX, 4INVESTMENT GRADE CORP BOND (5S) — Int/Div — Buy (add'l)

ISHARES, IBOXX, 4INVESTMENT GRADE CORP BOND (2) — Int/Div — Buy (add'l)

ISHARES, US FINANCIAL SERVICES 116) — Int/Div — Buy

ISHARES, US FINANCIAL SERVICES “Tun — Int/Div — Buy (add'l)

ISHARES, US FINANCIAL SERVICES (18) — Int/Div — Buy (add'l)

ISHARES. 0-5 YEAR TIPS BOND (40) — Int/Div — Buy

ISHARES, 0-5 YEAR TIPS BOND (2) — Int/Div — Buy (add'l)

ISHARES. 0-5 YEAR TIPS BOND (43) — Int/Div — Buy (add'l)

ISHARES. FLOATING RATE BOND (79) — Int/Div — Buy

ISHARES. FLOATING RATE BOND (3) — Int/Div — Buy (add'l)

ISHARES. FLOATING RATE BOND (3) — Int/Div — Buy (add'l)

SPDR BLOOMBERG BARCLAYS CAPITALSTCORP BOND (127) — Int/Div — Sold

SPDR BLOOMBERG BARCLAYS CAPITALSTCORPBOND (122) — Int/Div — Sold (part)

SPDR BLOOMBERG BARCLAYS CAPITAL STCORP BOND (124) — Int/Div

SPDR BLOOMBERG BARCLAYS CAPITALST CORP BOND (33) — Int/Div — Buy (add'l)

Agreement — 2013 — ORAL AGREEMENT WITH FORMER LAW FIRM TO RECEIVE COMPENSATION FOR LEGAL SERVICES RENDERED PRIOR TO BECOMING A JUDGE. NO CONTROL IN FORMER LAW FIRM.

Agreement — 2013 — ORAL AGREEMENT WITH SUCCESSOR CHAPTER 7 TRUSTEES TO RECEIVE COMMISSIONS EARNED FOR SERVICES PERFORMED PRIOR TO BECOMING A JUDGE. NO CONTROL OVER TRUSTEE CASES.

Liability — NATIONSTAR MORTGAGE — MORTGAGE - EKP ASSOCIATES - RENTAL PROPERTY #4/ RICHMOND, VA (PT VII, LINE 2)

Income — 27 — TRUSTEE INCOME (GROSS) — SE.000.00

PART VIL, LINE 40 - VALUE IS BASED ON REFUNDABLE VALUE PROVIDED BY THE VIRGINIAS29 COLLEGE SAVINGS PLAN

PART VII, LINE 41 - VALUE IS BASED ON REFUNDABLE VALUE PROVIDED BY THE VIRGINIAS29 COLLE

* SAVINGS PLAN

PART VII, LINE 42 - VALUE IS BASED ON REFUNDABLE VALUE PROVIDED BY THE VIRGINIAS29 COLLEGE SAVINGS PLAN