Holly B. Fitzsimmons

ATT common stock — Int/Div — Donated

FLR common stock — Int/Div — Donated

WGO common stock (see Part VII) — None

WBS common stock — Int/Div — Sold (part)

TD Bank North account — Interest

Sikorsky FCU account — Interest

Newtown Savings Bank accts (checking and savings) — Interest

3 Rental units, pms (1 location) — Rent

Ameriprise One acct (lines 11-12) (H)

ATT common stock — Int/Div — Sold (part)

Amenpnse Insured Money Market fund (AIMMA) — Interest

4 IRAs, see lines 21 et seq. -cash portion in AIMMA — Interest

RiverSource Life Ins. Co. (lines 18-19) (H)

RVS Retirement Advantage Plus VA, VP moderate — None — Closed

2 IRAs (same type as line 18 but VP moderate aggressive)-roll over — None — Closed

Roth #1 Ameriprise Trust Co. (H)

CAT common stock — Int/Div

DIS common stock — Int/Div

XLPSPDR ETF — Int/Div

XLUSPDR ETF — Int/Div

XLV SPDR ETF — Int/Div

CASY common stock — Int/Div — Buy

GNTX common stock — Int/Div — Buy

GILD common stock — Int/Div — Buy

OAK common stock — Int/Div — Buy

OKE common stock — Int/Div — Buy

PAG common stock — Int/Div — Buy

Roth # 2 Ameriprise Trust Co. (H)

AAPL — Int/Div — Buy (add'l)

SE — Int/Div

TSLA — None

TGH — Int/Div

TGH — None — Sold

GOOGL — None — Buy

GOOGL — None — Buy

GOOGL — Int/Div — Buy

GOOGL — Int/Div — Buy

IRA 43 (H)

surrender vanable annuity formerly hme 16 & rollover to new IRA — Open

SCTY common stock — None — Buy

TSLA — None — with line 46)

IRA #4 (H)

surrender variable annuity{ line 16 in 2015 mt) & rollover to new IRA — Open

GOOG — None — Buy

BRK-B — None — Buy

BABY — None — Buy

TRIP — None — Buy

TRIP — None — Buy

ENSG — Int/Div — Buy

EGOV — Int/Div — Buy

SHOP — Buy

ILMN — Buy

Spouse's income — self-employment as a writer; royalties on previously published works

Part 1. As previously indicated, the only remaining assets of the 2 estates are U.S. savings bonds. The total interest income generated annually does not reach the

reporting threshold; the aggregate value is J, but no individual bond has a value that reaches the reporting threshold.

Part VII

The listing of assets held through various Ameriprise entities (lines 11 through 59) has been organized under the following headings, the

Ameriprise One account (lines 11-13); RiverSource Life Insurance Company (lines 17-19), IRAs 1-4, and noncash assets for four IRAs first mentioned on line 15

(lines 21-59),

The three Riversource variable annuities, 2 of which were held in IRAs and reported for 2015 at lines 15 and 16, were all surrendered in 2016; the cash from the

non-IRA variable annuity went into the Ameriprise One account; and the cash from the IRA annuities was rolled over into IRAs ## 3 and 4.

Lines 18 19, 45, 50.. The "gain" from each listed in column D is the amount by which the variable annuity increased in value from its purchase to the surrender

date. Line 19, column D, is the total of Lines 45 & 50, column D.

Lines 13,15.

These AIMMA funds hold the cash portion of the Ameriprise One account and the cash portions of the four IRAs, AIMMA funds were deposited

by Ameriprise in 2016 at First TN Bank, Wells Fargo, and US Bank. I had no input into where the funds were deposited.

Part VII, line 3. This stock was apparently surrendered thy WGO to the State of Connecticut, which sold it and is holding the proceeds. | do not yet have

information about when this occurred or how much the proceeds were.

Part VII, lines 46-47. TSLA stock listed on line 47 was acquired in exchange for SCTY stock listed on line 46, when TSLA acquired SCTY.