Kevin McNulty

Fidelity Brokerage account £1 (H)

Fudelity core money market acct — None

Fidelity growth company mutual fund — Int/Div

Fidelity value mutual fund — Int/Div

Fidelity equity income mutual fund — Int/Div

Fidelity high income mutual fund — Int/Div

Fudelity corporate bond mutual fund — Int/Div

Fidelity IRA #1 (H)

Fudelity low priced stock mutoal fund — Int/Div

Fudelity Four in One mutual fund — Int/Div

Fidelity IRA 22 (H)

Fidelity core money market acct — None

Fidelhity high income mutual fund — Int/Div

Fidelity IRA #3 (H)

Fudehity core money market acct — None

Fiudelity Four in One index fund — Int/Div

Fidelity IRA 24 (rollover) (H)

Fudehity Govt money market fund — Int/Div

Fidelity Blue Chip Growth mutual fund — Int/Div

Fidelity Equity Dividend Income mutual fund — Int/Div

Fidelity Mega Cap Stock mutual fund — Int/Div

Fidelity Strategic Dividend & Income mutual fund — Int/Div

Fidelity Balanced mutual funds — Int/Div

Vanguard Wellington mutual funds — Int/Div — Sold (part)

Vanguard IRA target retirement 2055 fund — Int/Div — Buy

American Express High Yield sves account — Interest

Bank of America svgs & chkg accounts — Interest

Capital One High Yield chkg account — Interest

Santander ckg, svgs accounts (as estate executor) — Interest

Morgan Stanley brokerage acct (as estate executor) (H)

Am Cap Inc Bldr FI CIBFX — None — Sold

Am linc Fund Am FI! IFAFX — None — Sold

MFS Value C MEICX — None — Sold

Exxon Mobil Corp XOM — None — Sold

Morgan Stanley Bank cash acct — Interest — Distnbuted

Morgan Stanley IRA (25% beneficial interest) (H)

Am Cap Inc Bldr FI CIBFX — None — Sold

Am Inc Fund Am FI IFAFX — None — Sold

Northwestern Corp NWE — None — Sold

Morgan Stanley Bank cash acct — Interest

Executor, Estate-deccased family member

Income — 1112917 — Santander Bank executor account - distribution of bequest from deceased relative — $75.000.00

Income — 122117 — Santander Bank executor account - distribution of bequest from deceased relative — $2,500.00

Spouse's income — 2017 — Brooklyn College foundation - 1099 income, writer and editor

Spouse's income — 2007 — French Cap Consulting, Inc. 1099 income, writer and editor

Spouse's income — 207 — NJ Monthly 1099 income, writer

Spouse's income — 2007 — Gotham Wniters' Workshop Inc. W2 income, writing instructor

Spouse's income — 20017 — Misc. individual clients, writer and editor

VII lines 24 and 25.

Matched sale and purchase to contribute to IRA.

VII lines 29-35

11/13/2017 Appointed executor of estate of relative who died on 10/28/17. Controlled assets on lines 29-35 as fiduciary & inherited 25% share.

Gain on sale of assets on lines 31-34 calculated based on acquisition cost to deceased relative.

Proceeds of sale of lines 31-35 went into cash account line 35, then distributed.

VII lines 36-40

I became 25% beneficiary of IRA upon death of relative on 10/28/17

Income to estate on lines 36-40 calculated from date of death.

Gain on sale of assets on lines 37-39 calculated based on acquisition cost to deceased relative,

Proceeds of sale of lines 37-39 went into cash account line 40.