Jane Branstetter Stranch

Bank of America Accounts — Interest

Capstar Bank Account — Interest

UBS Fmancial 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 (Y)

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

First Eagle Global Fund Class A — Int/Div

Lincoln Life Deferred Income Annuity — None

Telecom Argentina Stock — None

CapStar Financial Holdings, Inc. Stock (CSTR) — None

John Hancock USA Pension Plan #2 (H)

American Funds 2025 TD — None

American Funds 2035 TD — None

American Funds Capital Income Builder — None

Pamassus Core Equity Fund — None

Undiscovered Mgr Behavorial Value Fund — None

John Hancock USA Pension Plan #4 (H)

Oppenheimer Developing Mkt Fund — None

American Funds 2020 TD — None

Amencan Funds American Balanced Fund — None

Undiscovered Mgr Behavioral Value Fund — None

T. Rowe Price Sci & Tech Fund — None

Memphis Partners — None

Branstetter Partners (H)

Pinnacle Bank Account — Interest

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

Northwestern Mutual: Whole Life Policy — Int/Div

Pinnacle Bank Accounts — Interest

Estate #1 (H)

UBS AG Dep Account — Interest — Open

Pinnacle Bank Account — None

UBS Bank USA Bus. Acct — Interest

Virtus Equity Trend Fund Class A — None

General Mtrs. Accep. Corp. Bond — Interest

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

OAK SER 2001C CL A4 — Interest

FHR 303 SFE — Interest

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

Memphis Tenn ASSUR BE/R/ — Interest

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

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

Blackrock Muni Assets Fund Inc — 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

First Eagle Global Fund Class A — Int/Div

FT<Franklin Income — Int/Div

IRA #3 (H)

Loomis Sayles Bond Fund (Class Institutional — Int/Div

Loomis Sayles Bond Fund (Class Institutional — Sold (part)

Virtus Newfleet Multi-Sector Short Term Bond Fund Class 1 — Int/Div

Virtus Newfleet Multi-Sector Short Term Bond Fund Class 1 — Sold (part)

Delaware Value Fund Institutional Class — Int/Div

Delaware Value Fund Institutional Class — Sold (part)

RMB Mendon Financial Services Fund Class A — Int/Div

First Eagle Global Funds Class — Int/Div

First Eagle Global Funds Class — Sold (part)

Franklin Inc. Ady — Int/Div

Franklin Inc. Ady — Sold (part)

Franklin Inc. Ady — Sold (part)

The Income Fund of America Fund Class 2 — Int/Div

The Income Fund of America Fund Class 2 — Sold (part)

Loomis Sayles Global Equity and Income fund CLY — Int/Div

Thornburg Income Builder CL — Int/Div

Victory Trivalent Int'l Sm Cap — Int/Div — Buy

Alpha Centric Inc Opport Fund Class A — Int/Div — Buy

UBS Bank USA Deposit Acct — Interest — Open

IRA #4 (H)

Loomis Sayles Bond Fund Class Institutional — Int/Div

Virtus Newfleet Multi-Sector Short Term Bond Fund Class 1 — Int/Div

Delaware Value Fund Institutional Class — Int/Div

Delaware Value Fund Institutional Class — Sold (part)

RMB Mendon Financial Services Fund Class A — Int/Div

First Eagle Global Funds Class — Int/Div

First Eagle Global Funds Class — Sold (part)

Franklin Inc Adv — Int/Div

Franklin Inc Adv — Sold (part)

The Income Fund of America Fund Class 0d — Int/Div

The Income Fund of America Fund Class 0d — Sold (part)

Loomis Sayles Global Equity and Income Fund CL Y — Int/Div

Thornburg Income Builder CL — Int/Div

Victory Trivalent Int'l SmCap — Int/Div — Buy

UBS Bank USA Dep Acc — Interest — Open

Estate #2 (H)

Pmnacle Bank Acct — None

Pmnacle Bank Acct — Interest

USB Bank USA Dep Acct — Interest

Wells Fargo & Co. Stock — Int/Div

Shelby Cty TN Hith Ed Bond — Interest

Williamson Cty TN Bd of Ed Bond — Interest

Memphis TN Elec Sys Bond — Interest

Greeneville TN AGC Bond — Interest

Lenoir City TN Assur Bond — Interest

Springfield TN Assur Bond — Interest

Metro Gov't Nashville + Davidson Cty Bond — Interest

Temnessee Energy Acq Gas Bond — Interest

Metro Gov't Nashville + Davidson Cty Bond — Interest

Memphis-Shelby Cty TN Bond — Interest

Montgomery Cty TN Bond — Interest

Metro Gov't Nashville + Davidson Cty Bond — Interest

Blackrock Muni Assets Fund — Int/Div

Ishares Nat'l Muni Bond ETF — Int/Div

Nuveen TN Mum Bond Fund Class A — Int/Div

Virtus Newfleet Multi-Sect Bond Class A — Int/Div

Parcel #1 Nashville, TN (Appraisal 11/3/17) — None

Parcel #2 Nashville, TN (Appraisal 11/3/17) — None

Parcel #3 Nashville, TN (Appraisal 7/31/15) — None

Rental Property #1 Nashville, TN 2015 $190,000 (Appaisal 7/31/15) — Rent

Parcel #4 Nashville, TN (Appraisal 7/31/15) — None

Parcel #5 Nashville, TN $6.200, 2017 — None

Parcel #6 Nashville, TN (Appraisal 7/31/15) — None

Parcel #7 Nashville, TN (Appraisal 7/31/15) — None

Parcel #8 Nashville, TN (Appraisal 7/31/15) — None

Rental Property #2 Nashville, TN 2014 $312,480 — Reat

Parcel #9 Nashville, TN (Appraisal 7/31/15) — None

Rental Propery #3 Nashville TN 2014 $570.000 — Rent

Parcel #10 Nashville, TN (Appraisal 7/31/15 — None

Parcel #11 Nashville, TN (Appraisal 731715) — None

Parcel #12 Nashville, TN (Appraisal 731/15) — None

Reimbursement — Court, Columbus School of Law

Reimbursement — Labor & Employment Law Conference — RNC TOY FETE he

Spouse's income — 2017 — Self-employed attorney

All Part VII, references by line listed below:

1. Line 7, Virtus Equity Trend Fund Class A was sold in 2016 in total 5724/16, The prior year report incorrectly reported part sale in column D(1),

2. Line 13, John Hancock USA Pension Plan #2 continuing through Line 18 contain units in a pooled mvestment account that is controlled by and held m the

custody of John Hancock. No information is mamtamed at the participant level that applies to Column B of this report.

3. Line 19, John Hancock USA Pension Plan #4 continuing through Line 24 is for spouse and contain units in a pooled investment account that is controlled by

and held in the custody of John Hancock. No information is maintained at the participant level that applies to Column B of this report.

4. Line 26, Branstetter Partners assets are reported at total value as there are multiple beneficiaries.

5. Lines 31-51, Estate #1 assets are reported at total value as there are multiple beneficiaries.

6. Lines 88-123, Estate #2 assets are reported at total value us there are multiple beneficiaries.