Thomas Michael Durkin

CD Wells Fargo Bank - 1.55% — Interest

CD Capital One Bank - 1.75% — Interest

IShares Russell 1000 Growth — Int/Div — Sold (part)

IShares Russell 1000 Growth — Int/Div — Sold (part)

CD Discover Bank - 1.7% — Interest

IShares Russell 1000 Value — Int/Div — Sold (part)

IShares Russell 1000 Value — Int/Div — Sold (part)

IShares Russell Midcap Growth — Int/Div — Sold (part)

IShares Russell Midcap Value — Int/Div — Sold (part)

IShares Gold Trust — None

IShares Silver Trust — None

CD Capital One - 2.25% — Interest

CD Key Bank - 1.7% — Interest

Chase accounts (various cash accounts) — Interest

Northern Trust account (cash account) — None

CD Discover Bank - 2.25% — Interest

Memill Lynch/Bank of America Bank Deposit Program (cash account) — Interest

ISHARES S&P Small Cap 600 Growth — Int/Div — Sold (part)

ISHARES S&P Small Cap 600 Value — Int/Div — Sold (part)

Galveston Cnty Tex Pass Bond — Interest — Redeemed

Franklin Moderate Allocation — Int/Div

JPMIT COR BD (part of annuity) — None

NW NVIT MNY MKT 1 (part of annuity) — None

IPMIT Intreped MDCAP (part of annuity) — None

JPMIT US EQ (purt of annuity) — None

CD Compass Bank, Birmingham, AL (1.4%) — Interest — Redeemed

CD Ally Bank, Midvale VT (1.25%) — Interest — Redeemed

CD Goldman Sachs BK USA, New York. NY (1.25%) — Interest — Redeemed

CD Discover BK. Greenwood, DE (1.2%) — Interest — Redeemed

Wisdomtree Trust Japan Hedged Equity FD — Int/Div

lowa Fin Authority Rev Revolving FD — Interest

CD Ally Bank 1.3% — Interest

CD Key Bank NA 1.35% — Interest

CD Merchantile Commercial 1.3% (now Amerant Bank) — Interest

CD Belmont Savings Bank 1.4% — Interest

CD Capital One Bank USA 1.55% — Interest

Vaneck Vectors Vietnam — Int/Div — Buy

CD State Bank India — Interest — Buy

CD Comenity Capital Bank — Interest — Buy

IShares MSC EAFE — Int/Div — Buy

CD Ally Bank (2.4%) — Interest — Buy

Income — 2018 — John Marshall Law School - teaching — S6.000.00)

Spouse's income — 2018 — rental income from condormmum im FE 3) after depreciation

Explanations for Part VII:

Lines 22-25 - These funds were transferred from another annuity