Russell F Nelms

Northwestern Mutual Whole Life Policy — Int/Div

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

IRA #5 Global Fin. Advisors Conservative Portfolio — Int/Div — Sold

Security Benefit Annuity-Guaranteed Lifetime Income — Int/Div

Schwab IRA #1*

Schwab IRA #1* — Int/Div — Buy

SCHX — Int/Div — Buy

SCHA — Int/Div — Buy

Schwab IRA #2*

SCHH — Int/Div — Buy

SCHH — Int/Div — Buy

SHYG — Int/Div — Buy

SCHE — Int/Div — Buy

FNDE — Int/Div — Buy

FNDF — Int/Div — Buy

FNDC — Int/Div — Buy

FNDX — Int/Div — Buy

FNDA — Int/Div — Buy

SCHR — Int/Div — Buy

SCHF — Int/Div — Buy

SCHC — Int/Div — Buy

SCHX — Int/Div — Buy

SCHA — Int/Div — Buy

SCHP — Int/Div — Buy

SCHP — Int/Div — Buy

EMLC — Int/Div — Buy

VNQI — Int/Div — Buy

VMBS — Int/Div — Buy

BNDX — Int/Div — Buy

Schwab IRA 43%

SCHH — Int/Div — Buy

SCHH — Int/Div — Buy

SHYG — Int/Div — Buy

SCHE — Int/Div — Buy

FNDE — Int/Div — Buy

FNDF — Int/Div — Buy

FNDC — Int/Div — Buy

FNDX — Int/Div — Buy

FNDA — Int/Div — Buy

SCHR — Int/Div — Buy

SCHF — Int/Div — Buy

SCHC — Int/Div — Buy

SCHX — Int/Div — Buy

SCHA — Int/Div — Buy

SCHP — Int/Div — Buy

SCHP — Int/Div — Buy

EMLC — Int/Div — Buy

VNOQI — Int/Div — Buy

VMBS — Int/Div — Buy

BNDX — Int/Div — Buy

Reimbursement — Bankruptcy Law Section — Intemational Bankruptcy Law Seminar

Reimbursement — Western District of Texas Bankruptcy Bar — 4/27-4/29.2016 — Fredericksburg, TX — Attend/Speak at Bench Bar Conference — Mileage, lodging, meals

Income — 2016 — LexisNexis; Writing/Editing — S3.000.00

*Each of these accounts invests only in ETFs and Closed End Funds. | select the investment strategy (moderate), and Schwab chooses the funds accordingly.

Each of the accounts is subject to periodic rebalancing. So, in order to keep any particular account in line with the target diversification, funds may be periodically

bought and sold. This is done without any input from me.