Jane Branstetter Stranch

Bank of America Accounts — Interest

Capstar Bank Account — Interest

UBS Fmancual Services, Inc. Accounts (H)

UBS Bank USA Deposit Account — Interest

American Funds Capital Income Builder Fund — Int/Div

Virtus Emerging Mkts Opportunities Fund — Int/Div

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha Sector) — None

Virtus Multi-Sector Short-Term Bond — Int/Div — Sold (part)

ISHARES Silver Trust — None

SPDR Gold Trust — None

IRA #1 (cash account) held by UBS — Interest

IRA #2 (cash account) held by UBS — Interest

Telecom Argentina Stock — None

Scolar Pharma, Inc. Stock — None

Piedmont Natural Gas Stock — Int/Div

CapStar Financial Holdings, Inc. Stock fka Capstar Bank Stock — None

UBS Financial Services, Inc. Pension Plan #1 — None

John Hancock USA Pension Plan #2 (H)

Oppenheimer Developing Mkt — None

T. Roe Price Health Sci — None

Legg Mason Clear Br Agg, Growth — None

Energy (Vanguard) — None

Imtl Small Cap Fund — None

EuroPacific Growth Fund — None

Davis New York Venture — Sold

Real Est, Securities Fund — None

Capital Appreciation Fund — None

John Hancock Disciplined Value — None

JP Morgan US Equity Fund — None — Buy

UBS Financial Services, Inc. Pension Plan € — None

John Hancock USA Pension Plan 24 (H)

Lifestyle Aggressive — None

Oppenheimer Developing Mkt — None

T. Roe Price Health Sci — None

Legg Mason Clear Br Agg. Growth — None

Energy (Vanguard) — None

Inl Small Cap Fund — None

EuroPacific Growth Fund — None

Davis New York Venture — Sold

Capital Appreciation Fund — None

John Hancock Disciplined Value — None

JP Morgan US Equity Fund — None — Buy

Memphis Partners — Int/Div

Branstetter Partners (H)

Bank of Nashville Accounts (Y)

Pmnacle Bank Account — Interest

Investment Property, Nashville. TN {Appraisal 4/09) — None

Trust #2, real property Nashville, TN (2005-8. S282.000) — None

Trust #3 (H)

UBS Bank USA Deposit Account — Interest

Amencan Funds Capital Income Builder Fund — Int/Div

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA) — Int/Div

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA) — Sold (part)

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA) — Sold (part)

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA) — Sold (part)

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA) — Sold (part)

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA) — Sold (part)

Virtus Dynamic Trend Fund Class A(fka Virtus Dynamic Alpha Sector A — None

Virtus Emerging Markets Opportunities Fund — Int/Div

First Eagle Global Fund Class A (X) — Int/Div

Trust #4 (H)

Investment Property, Nashville, TN {Appraisal 4/09) — None

Trust #5 (H)

Investment Property, Nashville, TN (Appraisal 409) — None

Trust #6 (H)

Investment Property, Nashville, TN (Appraisal 4/09) — None

Trust £7 (H)

Investment Property, Nashville, TN (Appraisal 4/09) — None

Northwestern Mutual: Whole Life Policy — Int/Div

Pinnacle Bank Accounts — Interest

Estate #1 (H)

Pinnacle Bank Account — Interest

UBS Bank USA Bus. Acct — Interest

Virtus Equity Trend Fund Class A (fka Virtus Premium Alpha SectorA — Int/Div

General Mirs. Accep.Corp.Bond — Interest

BCM 1999-8 AS SER 1999.B CL A-S — Interest

OAK SER 2001C CL A4 — Interest

Structure Asset Securities Co. SER 2004 GEI3CLB — Interest

FHR 3034 SE — Interest

Met Govt Nashville&David SR A RV BE/ R/ — Interest

Memphis Tenn ASSUR BE/R/ — Interest

Shelby Co TN Hlth Ed&HSG CRSOVR RV MLTFM C B/E/R/ — None

Met Govt Nashville&David SR A RV BE/ rR — Interest

Blackrock Muniassets Fund Ine — Int/Div

Nuveen lnvt Quality Muni Fund Inc — Int/Div

Ivy Limited Term Bond Fund — Int/Div

Lord Abbett Short Duration Income Fund Class A — Int/Div

Oppenheimer Rochester High Yield Municipal Fund Class A — Int/Div

Virtus Multi-Sector Short Term Bond Fund Class A — Int/Div

Virtus Dynamic Trend Fund ClassA(fka Virtus Dynamic Alpha SectorSM — None

First Eagle Global Fund Class A — Int/Div

FI-Franklin Income — Int/Div

Power of Attomey, Farmly Member

Agreement — 12026/68 — Branstetter, Stranch & Jennings, PLLC Profit Sharing Plan with former law firm, no control

Agreement — 2010 — Branstetter, Stranch & Jennings, law firm, payment of value of interest in fees to be collected at the end of litigation for work done before leaving the firm,

Spouse's income — 2015 — Self-emploveed attomey

Part I, Line 1 on 2014 report - The only asset of this partnership was sold mn 2014, as reported on Part VIL, Line 17 of the 2014 report. The asset referenced in Part

VII and the partner title in Part 1 of the 2014 report are removed from this 2015 report because the partnership was closed effective the end of 2014,

All Part VII, references by line listed below:

1. Lines 7, 52, 74 - This investment was previously named Virtus Premium Alpha Sector Fund A, using symbol VAPAX. During 2015, it was renamed Virtus

Equity Trend Fund Class A. VAPAX remains its symbol.

2. Line 8 - In the 2014 report, column C(1) inadvertently listed K for value due to increased value from a nonreportable transaction. It should have listed M,

which remains its valus after the small sule on 12/11/15.

3. Line 16 - Due to a reorganization, Capstar Bank Stock was reissued under the name CapStar Financial Holdings, Inc. Stock.

4. Line 18 (Line 19 on the 2014 report) is the heading for & retirement account with investments selected by the manager bused on categories of risk 1 choose,

Line 25 (line 26 on the 2014 report) is a fund deleted by the manager and the fund on Line 29 was added.

5. Line 31 (on the 2014 and 2015 report) is the heading for a retirement account with investments selected by the manager based on categories of risk my husband

chooses, Line 29 (on the 2014 and 2015 report) is a fund deleted by the manager and the fund on Line 42 was added.

6. Lines 19-24; 26-28; 32-38; 40-41 are the investments selected by the manager that are referenced in notes 4 and 5 above. The manager is an insurance company

that holds the listed investments in its own account. My husband and | do not own the mvestments. We only own units in the account held and controlled by the

insurance company and report on that value,

7. Line 45 - In 2014, Line 44 contained the Bank of Nashville accounts for Branstetter Partners. Those accounts were closed and the funds transferred to Pinnacle

Bunk, which name is substituted on Line 46.

8. Line 48 on this report, Trust #2 contains gifts of percentage ownership in real property given over time from 2005 to 2008. The value as deeded is as follows:

2005 - $66,000

2006 - $72,000

2007 - $72,000

2008 - $72,000

Total $282,000

9. Lines 58, 90 - This investment was previously named Virtus Dynamic Alpha Sector (SM) Fund A, using symbol EMNAX. During 2015, it was renamed Virtus

Dynamic Trend Fund Class A. EMNAX remains its symbol.

10. Line 60 on this report references a Fund that | inadvertently failed to include on the 2014 report. The Fund was purchased on 3/14/14 with a purchase value

code of L.