Helen E. Burris

cont'd — Sold

South State Bank - Accounts — Interest

Tr. 21 South State Bank — Interest — Closed — VII

Vova Financial, Inc. Annuity (ING USA) — Int/Div — Sold — line 4

Alhanz 222 Annuity (H)

AnPtPtw/cap- Bloomberg US Dynamic Balance Index 1 — Interest — Buy

NW Mutual Whole Life Cash Value #1 — Int/Div

401K Fidelity Freedom 2030 Fund — Int/Div

NetReit -now Presidio Property Trust, Inc (name changed) — Int/Div — VII

IRA American Funds (H)

American Funds-Income Fund of America A — Int/Div — Distnbuted

American Funds-American Balanced Fund A — Int/Div — Distnbuted

Future Scholar529 College Savings Plan-FS Mod Consery (no control) (H) — Int/Div — Buy (add'l)

cont'd — Sold (part)

cont'd — Sold (part)

Rental Property #1 Greenville SC — Rent

Future Scholar 529 College Savings Plan 2nd) FS Mod Conserv (2) (H) — Int/Div — Buy (add'l)

cont'd — Sold (part)

comt'd — Sold (part)

TD Ameritrade Institutional (H)

Deutsche X-Trackers MSCI Europe Hedged Equity ETF — Int/Div — Sold

IShares Intl Developed Real Estate ETF — Int/Div — Buy

Ishares Core S&P Mid-Cap ETF — Int/Div

Ishares Core S&P Small-Cap ETF — Int/Div — Buy (add'l)

Ishares Floating Rate Bond ETF — Int/Div — Buy (add'l)

Powershares Var Rate PFD POR EF — Int/Div — Buy (add'l)

Vanguard FI1SE Developed Markets ETF — Int/Div — Sold (part)

Vanguard Emerging Markets ETF (X) — Int/Div — VII

Vanguard Index Funds S&P 500 ETF — Int/Div — Buy (add'l)

SPDR Series Trust Short Term High Yield Bond ETF — Int/Div

ALPS ETF Trust Alerian MLP — Int/Div — Buy (add'l)

cont'd — Sold

Global X Funds MLP Index ETF — Int — Buy

contd — Buy (add'l)

Powershares Senior Loan Portfolio — Int/Div — Sold

Ishares 1-3 vear credit BND ETF — Int/Div — Buy (add'l)

Fidelity Covington Trust MSCI Finance FTF — Int/Div

Ishares Core US Aggregate Bond ETF — Int/Div — Buy (add'l)

cont'd — Buy (add'l)

Proshares Inflation Expectations ETF — Int/Div — Buy (add'l)

Community National Bank IRA — Interest — Sold (part) — in part to 42

Griffin Inst Success RE FACLC — Int — Buy

Buyout of partnership mvestment Turner Padget Graham& Laney — None

2nd home Boone, NC — Reat — Buy — VII

Co-trustee Trust #1, See Part VII

Liability — American Express — credit card

Liability — US. Department of Education/Navient — student loan (dependent child's obligation)

Liability — L.S. Department of Education’ Nelnet — student loan (dependent child's obligation)

Liability — Bank of Amierca — credit card

Reimbursement — South Carolina Bar — 19/17 to 121117 — Greenville, SC — CLE/Bar meeting — registration waived

Reimbursement — South Caroling Bankruptcy } Law Association — 707 w 49/17 — Asheville, NC — CLE! speaker — lodgmg, food, registration waved

Reimbursement — South Carolia Detense Frul Attorneys Association — 19 Tw 1112/17 — Sea Island, Ga — CLE — lodgme, food, registrabon waived

Spouse's income — 2017 — The Law Office of Eric K. Englebardt, LLC (this entity owns 50% of Wilson & Englebardt, LLC Kattormeys)

VII Line 2- Trust #1 was a bank account containing nominal amounts that was closed within 2017 (est March). Entire trust has ended due to age of beneficiary.

VIL Line 8 NetReit on previous reports changed its name to Presidio Property Trust, Inc. in 2017,

VIL Line 43- Buyout of partnership interest in law firm payable upon withdrawal in 2016, paid back in monthly installments over 36 months,

VII Lline 44 20d home purchased. Minimal rent did not exceed expenses. Sellers Peter and Cynthia Gaw $220,000.

VII Line - 27 Vanguard Emerging Markets ETF was reported as sold in full on 9/19/16 but in fact it was a partial sale, with funds remaining in account.