Russell F Nelms

Brokerage Account

Schwab Money Market Fund — Int/Div

IRA#)

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

SCHZ — Int/Div — Sold

SCHP — Int/Div — Sold

SCHF — Int/Div — Sold

SCHX — Int/Div — Sold

SCHA — Int/Div — Sold

SCHA — Int/Div — Sold

IRA #3 (formerly 401(k)

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

SCHZ — Int/Div — Sold

SCHP — Int/Div — Sold

SCHE — Int/Div — Sold

SCHF — Int/Div — Sold

SCHX — Int/Div — Sold

SCHA — Int/Div — Sold

SCHA — Int/Div — Sold

Northwestern Mutual Whole Life Policy — Int/Div

IRA #4 Global Fin. Advisors Conservative Portfolio* — Int/Div — Buy

IRA #5 Global Fin, Advisors Conservative Portfolio* — Int/Div — Buy

Security Benefit Annuity-Guaranteed Lifetime Income* — Int/Div — Buy

Reimbursement — Kansas Bar Assocation — 4/3-4/4/2014 — Overland Park, Kansas — Speaker, Kansas Bar Association — Aartare, trunsportation, lodging and meals

Reimbursement — University of Texas School of Law — 11/23-11/24/2014 — Austin, Texas — Panelist, Westbrook Bankruptcy Conference — Transportation

Income — 2014 — LexisNexis; Writing/Editing — S3.000.00

*With each of these mvestments, | have no ability to select anything other than the investment strategy. So, | cannot select stocks, bonds, funds, or make buy/sell

decisions within the portfolio. 1 have selected a conservative strategy with respect to all investments,