Jerry C. Oldshue jr

RCS Building, LLC — Distribution — Sold — Building, LLC

Rental House, Tuscaloosa County, Alabama — None — Sold — Alatass:

Synovus Bank account — Interest

Capstone Bank acount — Interest

ROSEN HARWOOD. PA. (IX: Y) — Int/Div

401K (H)

DFA US MICRO CAP — None

MELONSTABLE VALLE FUND — None

VANGUARD EMERGING MKTS STOCK INX ADM — None

VANGUARD TARGET RETIREMENT M08 — None

AMERICAN INCOME FUND OF AMERICA CLASS R — None

IRA #1 (H)

FIDELITY SELECT NATURAL RESOURCES — None

FIDELITY SELECT COMMERCIAL EQUIPMENT — None

FIDELITY SELECT FINACIAL SERVICES — None

FIDELITY SELECT SOFTWARE — None

FIDELITY SELECT CONSUMER STAPLES — None

FIDELITY SELECT ELECTRONICS — None

IRA #2 (H)

MORGAN STANLEY (X) — Interest

WILLIAM BLAIR INTL GROWTH — Int/Div

INVESCO INTL GROWTH — Int/Div

HARDING LOEVNER EMERG MKTS ADV — Int/Div

COLUMBIA SEL LARGE CAP VAL — Int/Div

COLUMBIA SELECTLGCPGROWTH — Int/Div

DAVIS NEW YORK VENTURE — Int/Div — Buy (add'l)

PRUDENTIAL JENNISON GROWTH — Int/Div

JANUS FLEXIBLE BOND — Int/Div

LORD ABBETT SHT DURATION INC — Int/Div

AQR MANAGED FUTURES STRATEGY — Int/Div

CALAMOS MARKET NEUTRAL INC — Int/Div

DIAMOND HILL LONG-SHORT — Int/Div

IVY MID CAP GROWTH — Int/Div

RSVALLUE — Int/Div

RSSMALL CAPGROWTH — Int/Div

RS PARTNERS — Int/Div

MLPSELECT 40 — None — Buy (add'l)

BLACKROCK HI YIELD BD PTF INST — Int/Div

VOYA GLOBAL REAL ESTATE — None

PIMCO SHORT TERM — Int/Div

PIMCO FOREIGN BD — Int/Div

S29 PLANS (HW)

SPIMCO SHORT-TERM 529 — None

NORTHERN BOND INDEX 529 — None

T. ROWE PRICE BALANCED 529 — None

T. ROWE PRICE REAL ESTATE 529 — None

T. ROWE PRICE LARGE CAP GROWTH 529 — None

NORTHERN MID-CAP INDEX 529 — None

NORTHERN SMALL CAP INDEX 529 — None

LORD ABBETT DEVELOPING GROWTH 529 — None

NORTHERN FUNDS INTERNATIONAL EQUITY INDEX 529 — None

LAZARD EMERGING MARKETS 529 — None

COHEN & STEERS DIVIDEND VALUE £29 — None

BROKERAGE ACCOUNT (H)

ALPHABET INC CLASS C COMMON STOCK (X) — None

APPLE INC COM COMMON STOCK XxX) — Int/Div

SOUTHERN COMPANY COMMON STOCK (X) — Int/Div

TIMBERLAND, Tuscaloosa County Alabama (X: Y) — Rent — Sold — CARPENTER

Secretary (2013-2015), Rosen Harwood, PA

Manager (2013-2015), Tuscaloosa Riverfront Dvelopment, LLC

Agreement — 2015 — Buyout agreement with Rosen Harwood, PA, former law firm

Agreement — 2015 — Retirement Plan with Rosen Harwood, PA, former law firm.

Liability — Synovus Bank — Guarantee of RCS Building, LLC loan on interest in building

Liability — Capstone Bank — Guarantee of Rosen Harwood, PA, operating line of credit

Liability — Capstone Bank — Guarantee of Rosen Harwood, PA. equipment loan

Liability — Regions Bank — Guarantee of Rosen Harwood, PA, operating line of credit

Liability — Mississippi State University — Tuition

Liability — Chase Bank — Credit Card

Income — 2015 — Rosen Harwood, PA. -Salury & Bonus — $243.236.00

Spouse's income — 2015 — Rosen Harwood, PA. « Attomey Salary

Spouse's income — 2015 — American Christian Academy - Teaching Salary

Part 111-B - Spouse's Rosen Harwood attorney salary for 2015 was left off initial filing. Spouse worked first half of year at Rosen before transitioning to teaching

position in Fall of 2015.

Part VII, Line | - Tuscalooss Riverfront Development, LLC owns the Bank of Tuscaloosi Plaza, 4 four story, 108,000 sq/ft office building in Tuscaloosa Alabama.

RCS Building, LLC is & 30% member of Tuscaloosa Riverfront Development, LLC. [owned a 7.14% interest in RCS Building, LLC, but my appointment to the

bench triggered a buyout provision. The buyout was complete by the end of 2015.

Part VII, Line § - Rosen Harwood dividends received from previous employer. Will not have going forward.

Part VII, Line 58 - Timberland located in Tuscaloosa County, AL. Should have been included on initial filing. Spouse owned property with ex-husband, Gavin

Carpenter, ex-brother-in-law, Todd Carpenter and ex-father-in-law, Jerry Carpenter, with each owning 25%. She sold her interest to her ex-brother-m-law, Todd

Carpenter in the summer of 2015.

Part VII, Line 6, 12 and 42 - Investment asset accounts 401K, IRA #1 and 529 Plans do not report income to the gecount. The reports only show the market value

in the account, thus the column B( 1) 1s left blank and "None" is entered in column B(2). Any other lines reporting no income means no income was camed on that

mvestment during the year.