Tamara O. Mitchell

Wells Fargo Bank (multiple accounts) — Interest

Raymond JamesSEP-IRA(fka Morgan Keegan of Mobile) - mutual funds (H) — Closed

Fidelity Advisor 11 Growth Oppt CL T GAGOX (mutual fund) — Interest — Sold

Washington Mutual Ins Fd Com AWSH(mutual fund) — Interest — Sold

IRA - Mass Mutual Odyssey Annuity — Interest — Sold

Regions Bank ( account) — Interest — Closed

BB&T (account) — Interest — Open

Schwab Inv Account (H)

Schwab Bank Deposit Sweep SCHBKCR — Interest — Open

Vanguard Indes Fds Midcap Indx Adm VIMAX — Int/Div — Buy

Vanguard Index Fds SMCP Indes Adm VSMAX — Int/Div — Buy

Vanguard Ltd Term Tax Exempt Fd Admiral Shrs VMLUX — Int/Div — Buy

American Funds Europacific Growth Fd Cl Fl! AEGFX — Int/Div — Buy

Schwab S&P S00 Index SWPPX — Int/Div — Buy

Schwab IRA Account (H)

Schwab Bank Deposit Sweep SCHBKCR — Interest — Open

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

Vanguard Bd Index Fd Int Trm Bd Admiral VBILX — Int/Div — Buy

Spouse's income — 2015 — Self-emploved (Licensed Auctioneer and Retail Sales) Spouse Died in 2015 so this business was closed m 2015

New Schwab Investment Account opened after received back pay award. IRAs at Raymond James and Mass Mutual transferred to new Schwab IRA Acoount.

Schwab Accounts are managed by Mitchell McLeod Pugh & Williams, Investment Advisors.