Kimberly C. Priest Johnson

S29 ACCOUNT #2 (H)

CHASE BANK (VARIOUS ACCOUNTS) — Interest

BBVA COMPASS (VARIOUS ACCOUNTS) — Interest

RENTAL PROPERTY, TIGERTOWN, TX (/SINTEREST) — Rent

FISH & RICHARDSON, P.C. (CASH BALANCE) — Interest — Closed

ANKE H)

WELLS FARGO STABLE VALUE — Interest — Sold

TCW TOTAL RETURN BOND 1 — Int/Div — Sold

CALAMOS GROWTH & INCOME — Int/Div — Sold

DODGE & COX STOCK — Int/Div — Sold

MAINSTAY LARGE CAP GROWTH — Int/Div — Sold

JPMORGAN MID CAP VALLE INSTL — Int/Div — Sold

ARTISAN MID CAP INSTL — Int/Div — Sold

BROWN CAPITAL MGMT SMALL CO INSTL — Int/Div — Sold

ALLIANZ NFJ SMALL CAP VALUE INSTL — Int/Div — Sold

HARBOR INTERNATIONAL INSTITUTIONAL — Int/Div — Sold

ARTISAN INTERNATIONAL INSTL — None — Sold

401K 22 (H)

WELLS FARGO STABLE VALUE — Interest — Sold

VANGUARD INFLATION-PROTECTED SECS — Int/Div — Sold

VANGUARD TOTAL BOND MARKET INDEX ADMIRAL — Int/Div — Sold

VANGUARD INSTITUTIONAL INDEX — Int/Div — Sold

VANGUARD MID CAP INDEX ADMIRAL — Int/Div — Sold

VANGUARD SMALL CAP INDEX ADMIRAL — Int/Div — Sold

VANGUARD TOTAL INTL STOCK INDEX ADMIRAL — Int/Div — Sold

IRA #1 (H)

RAYMOND JAMES BANK DEPOSIT PROGRAM (Y)

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS I N/L (SSEIX) — Int/Div — Buy (add'l)

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS I N/L (SSEIX) — Sold (part)

BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (BIAGX) — Int/Div — Buy (add'l)

EUROPACIFIC GROWTH FUND CLASS F2. AMERICAN FUNDS N/L (AEPFX) — Int/Div — Buy (add'l)

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS NL UVLIX) — Int/Div — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Int/Div — Buy (add'l)

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Int/Div — Buy (add'l)

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Sold (part)

ISHARES TR CORE US AGGBD E1 (AGG) — Int/Div — Buy (add'l)

ISHARES TR MIN VOL UDA ETF (USMV) — Int/Div — Buy

ISHARES TR CORE MSC EAFE (IEFA) — Int/Div — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Sold (part)

IRA #2 (H)

RAYMOND JAMES BANK DEPOSIT PROGRAM — Interest — Open

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS NL (SSEIX) — Int/Div — Buy

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS NL (SSEIX) — Buy (add'l)

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS NL (SSEIX) — Sold (part)

BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (BIAGX) — Int/Div — Buy

EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Int/Div — Buy

EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Buy (add'l)

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Int/Div — Buy

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Buy (add'l)

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/LISAGYX) — Int/Div — Buy

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/LISAGYX) — Buy (add'l)

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Int/Div — Buy

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Buy (add'l)

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Sold (part)

ISHARES TR CORE US AGGBD E1 (AGG) — Int/Div — Buy

ISHARES TR CORE US AGGBD E1 (AGG) — Buy (add'l)

ISHARES TR MIN VOL UDA ETF (LSMV) — Int/Div — Buy

ISHARES TR CORE MSCI EAFE (IEFA) — Int/Div — Buy

ISHARES TR CORE MSCI EAFE (IEFA) — Buy (add'l)

ISHARES TR CORE MSCI EAFE (IEFA) — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Buy

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Sold (part)

BROKERAGE ACCOUNT #1 (H)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS N/L (AMRFX) — Int/Div — Buy

DODGE & COX INCOME FUND N/L (DODIX) — Int/Div — Buy

EUROPACIFIC GROWTH FUND CLASS F2. AMERICAN FUNDS NL (AEFPFX) — Int/Div — Buy

JPMORGAN VALUE ADVANTAGE FUND CLASS L NL (JVAIX) — Int/Div — Buy

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Int/Div — Buy

PRUDENTIAL HIGH YIELD FUND CLASS ZN/L(PHYZX) — Int/Div — Buy

T. ROWE PRICE SMALL CAP VALUE FUND ADVISOR CLASS N/L (PASVX) — Int/Div — Buy

T. ROWE PRICE SMALL CAP VALUE FUND ADVISOR CLASS N/L (PASVX) — Sold (part)

ISHARES TR CORE US AGGBD ET (AGG) — Distribution — Buy

ISHARES TR MIN VOL USA ETF {(USMV) — Int/Div — Buy

ISHARES TR CORE MSC EAFE (IEFA — Int/Div — Buy

ISHARES TR CORE MSC EAFE (IEFA — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Buy

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Sold (part)

RETIREMENT SAVINGS PLAN #1 {H)

VANGUARD INST TR 2015 — Int/Div — Buy

EDUCATION ACCOUNTS (H)

MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2021 — None — Closed

MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2024 — None — Closed

MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2027 — None — Closed

BRIGHT START BLENDED AGE BASED T9 YEARS PORTFOLIO — None — Closed

529 ACCOUNT #1 (H)

NEST NE 529 AGE BASED GROWTH 15-18 CLASS A M/F (NEFEA) — None — Buy

NEST NE 529 AGE BASED GROWTH 15-18 CLASS A M/F (NEFEA) — Buy (add'l)

NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (NASTA)Y — None — Buy

NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (NASTA)Y — Sold

NEST NE 529 AGE BASED GROWTH 11-14 CLASS A MF (NEEFA) — None — Buy

529 ACCOUNT #3 (H)

NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (INASTA) — None — Buy

WHOLE/UNIVERSAL LIFE INSURANCE POLICIES (H)

METLIFE FLEXIBLE PREMIUM VARIABLE LIFE — Interest

NORTHWESTERN MUTUAL LIFE — None

NORTHWESTERN MUTUAL VARIABLE LIFE INVESTMENT POLICY (H)

NORTHWESTERN MUTUAL US EQUITY LARGE CAP — Int/Div

NORTHWESTERN MUTUAL US EQUITY MID CAP — Int/Div

NORTHWESTERN MUTUAL US EQUITY SMALL CAP — Int/Div

NORTHWESTERN MUTUAL INT'L DEVELOPED MKTS — Int/Div

NORTHWESTERN MUTUAL REAL ESTATE SECURITIES — Int/Div

Adjunct Faculty

Liability — Fish & Richardson, P.C. 401(k) — personal loan

Liability — American Bank of Texas, First United Bank — personal loan

Liability — Northwestern Mutual Life — msurance loan

Liability — Wells Fargo — Ine of credit

Liability — First United Bank — line of credit

Reimbursement — EDTX Bar Association — March 9, 2017 — Plano, TX — EDTX Criminal Bench Bar Dinner — Meal

Reimbursement — San Francisco Daily Joumal — April 16-19, 2017 — San Francisco, CA — Patent Conference (speaker) — Transportation, lodging, meals

Reimbursement — EDTX Bar Association — May 8, 2017 — Plano, TX — EDTX Bar Association Dinner — Meal

Reimbursement — Texas Bar Association — July 20-21, 2017 — Horseshoe Bay, TX — Patent Conference (speaker) — Transportation, lodging, meals

Reimbursement — EDTX Bar Association — October 4-6, 2017 — Plano, TX — EDTX Annual Bench Bar Dinner — Transportation, lodging, meals

Reimbursement — Texas Bar Association — November 1, 2017 — Horseshoe Bay, TX — Luncheon — Meal

Income — 27 — S2.000.00

Spouse's income — 2017 — Fish & Richardson P.C. (salary)

Spouse's income — 2007 — Self-employed (attomey)

Part VIL, lines 29 and 48: Symbol changes only.

Part VII, lines 106 and 107: These policies do not have individual underlying investments,

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in umt value, per

page 42 of the filing instructions.