Michael Francis Urbanski

Wells Fargo Bank (accounts) — Interest

Parkway Acquisition Corp. PKKW:US Common Stock — Int/Div

MetLife Policvholder Trust — Int/Div

Brighthouse Financial BHF( — None — from line 3)

Real Estate’ Carroll Co... VA — None

Northwestern Mutual - Ordinary Life — Int/Div

Northwestern Mutual - Custom CompLife — Int/Div

Northwestern Mutual - Term to Age 65 — Int/Div

Northwestern Mutual - Whole Life — Int/Div

AXA Group IRA Equivest 100 Series {variable annuity) (H)

AXA Equitable IRAMultimanager Aggressive Equity Fund — Int/Div

Trust #1 (H)

USAA Subscriber's Account — Distribution

USAA Life Ins. Co. Annuity (fixed) — Interest

USAA Life Ins. Co. Annuity (fixed) — Interest

USAA Life Ins. Co. Annuity (fixed) — Interest — Sold (part)

Ist Advantage Federal Credit Union Accounts — Int/Div

American General Life Insurance - Whole Life — Interest

Wells Fargo Advisors Cash Account — Interest

Invesco High Yield Mun. Fd CL Y (ACTDX) — Int/Div

API Funds, API Multi-Asset Income Fund (APIIX) — Int/Div

luvt Mngrs Ctr Coast Ins (CCONX) — Distribution — Sold

Delaware Grp Global & Intl Funds (DEMIX) — Int/Div — Buy

Dodge & Cox Income Fund (DODIX) — Int/Div — Buy

Federated Equity Funds, Strt Flu Inst] (SVAIX) — Int/Div — Sold (part)

Federated Equity Funds, Strt Flu Inst] (SVAIX) — Sold (part)

Federated Equity Funds, Strt Flu Inst] (SVAIX) — Sold (part)

Janus Invt Fd. Henderson Global Equity Income CL 1 (HFOQIX) — Int/Div — Sold (part)

Janus Invt Fd. Henderson Global Equity Income CL 1 (HFOQIX) — Sold (part)

Janus Invt Fd. Henderson Global Equity Income CL 1 (HFOQIX) — Sold (part)

Legg Mason Clrbrdg Age 1 (SAGYX) — Int/Div — Sold (part)

Legg Mason Clrbrdg Age 1 (SAGYX) — Sold (part)

Legg Mason Clrbrdg Age 1 (SAGYX) — Sold (part)

T. Rowe Price Real Estate Fund (TRREX) — Int/Div — Sold (part)

Touchstone Mid Cap Inst. (TMCPX) — Int/Div — Sold (part)

Touchstone Mid Cap Inst. (TMCPX) — Sold (part)

Touchstone Mid Cap Inst. (TMCPX) — Sold (part)

Touchstone Mid Cap Inst. (TMCPX) — Sold (part)

Undiscovered Mgrs Beh Value (UBVLX) — Int/Div — Sold (part)

Trust #1 - CUNA Mutual Members Variable Amity (H)

Ultra Series Fund Large Cap Growth — None

Ultra Series Fund Large Cap Value — None

Ultra Series Fund Diversified Income — None

Vanguard VIF Money Market — None

CUNA 1-Year Guaranteed Return — Interest

CUNA 7-Year Guaranteed Return — Interest

Ultra Series Fund Mid Cap — None

Co-Trustee, Trust #1

Reimbursement — College (teaching/mock trial judging)

Reimbursement — William and Mary Law School — 0217200 7-02/19/17 — Williamsburg, VA — Moot court competition (judging) — Meals

Reimbursement — Virginia CLE — 12277 — Staunton, VA — CLE Seminar (teaching) — Mileage

Spouse's income — 2017 — IN - part-time (Wages)

Spouse's income — 2007 — Gardener - self-employed (occasional)

Part VII, line 5: One-half interest in real estate in Carroll County, Virginia. The assessed value of the entire parcel 1s $163,304).

Part VII, line 8: This policy includes a cash value.

Part VII, lines 10 and 11: The full name of this variable annuity is now listed as a header on line 10, with the underlying investment listed on line | 1; collectively,

these entries correspond with line 7 of the 2016 report.

Part VIL, lines 21, 25, and 28: Name changes; see 2016, lines 35, 20, and 36, respectively.

Part VII, lines 41-47: Income on the assets held in the CUNA Mutual Members Variable Annuity (apart from the fixed portion at lines 45 and 46) is not reported

by CUNA Mutual.

Part VII, lines 45 and 46: These items are now listed separately and by proper names to more fully identify the holdings: collectively, these entries correspond with

line 25 of the 2016 report.