Gray M. Borden

IRA #1 (H)

BROKERAGE ACCOUNT #1 (H)

SPLV Common — Int/Div — Sold

SPHD Common — Int/Div — Sold

TSLA Common — None — Sold

AWK Common — Int/Div — Sold

KO Common — Int/Div — Sold

SO Common — Int/Div

CX Common — None — Sold

TIF Common — Int/Div — Sold

PYPL Common — None — Sold

NXP! Common — None

GE Common — Int/Div

DIS Common — None — Sold

Charles Schwab Deposit Accounts — Interest

Charles Schwab Cash — None — Closed

DAL Common — Int/Div — Buy

DAL Common — Sold

HD Common — Int/Div — Buy

BROKERAGE ACCOUNT £2 (H)

VNSYX — Int/Div

WITIX — Int/Div

SPY — Int/Div

AFNIX — Int/Div

TRBCX — Distribution

UBS BANK USA DEP ACCT — None

MYL Common — None — Sold

IWF Common — Int/Div — Sold

AMP Common — Int/Div — Sold

TMO Common — Int/Div — Sold

HLT Common — Int/Div — Sold

ROK Common — Int/Div — Sold

EFA Common — Int/Div — Sold

IEMG — Int/Div — Sold

BUFOX — Int/Div — Sold

YUM Common — Int/Div — Sold

SBUX Common — Int/Div — Sold

UTX Common — Int/Div — Sold

VFC Common — Int/Div — Sold

COL Common — Int/Div — Sold

TIX Common — Int/Div — Sold

SLB Common — Int/Div — Sold

ICE Common — Int/Div — Sold

ITW Common — Int/Div — Sold

MDT Common — Int/Div — Sold

MCK Common — Int/Div — Sold

ORLY Common — None — Sold

HD Common — Int/Div — Sold

GOOGL Common — None — Sold

ECL Common — Int/Div — Sold

CMCSA Common — Int/Div — Sold

AGN Common — None — Sold

AAPL Common (X) — Int/Div — Sold

BA Common (X) — Int/Div — Sold

CCX) — Int/Div — Sold

KO Common (X) — Int/Div — Sold

CTSH Common (X.Y) — None — Sold

CL Common (X) — Int/Div — Sold

CVS Common (X) — Int/Div — Sold

DHR Common (X) — Int/Div — Sold

DD Common (X) — Int/Div — Sold

PRXL Common (X) — None — Sold

UBS Bank USA Dep Account — None

Guggenheim S&P 500 Equal Weight ETF — Int/Div — Buy

Vanguard S&P 500 ETF — Int/Div — Buy

AAM/BAHL & Gaynor Income Growth Fund — Int/Div — Buy

Hamlin High Dividend Equity Fund — Int/Div — Buy

Hamlin High Dividend Equity Fund — Buy (add'l)

Oppenheimer International Growth Fund — Int/Div — Buy

Undiscovered MG BH VL SL — Int/Div — Buy

401K) 21 (H)

AAGPX — Int/Div — Sold (part)

NINDX — Int/Div — Sold (part)

FONTX — Int/Div — Sold (part)

MLRRX — Int/Div — Sold (part)

RPMGX — Int/Div — Sold (part)

AVFIX — Int/Div — Sold (part)

HINX — Int/Div — Sold (part)

AEPGX — Int/Div — Sold (part)

FSTEX — Int/Div — Sold

SHSAX — Int/Div — Sold (part)

FSGRX — Int/Div — Buy

FSGRX — Sold (part)

VGENX — Int/Div — Buy

VGENX — Sold (part)

MVCKX — Int/Div — Sold (part)

Servislst Bank Accounts — Interest

KO Common — Int/Div

Wells Fargo Bank Accounts (X) — Interest

IRA #2 (H)

UBS BANK USA DEP ACCT — None — Open

UBS BANK USA DEP ACCT — Int/Div — Buy

UBS BANK USA DEP ACCT — Int/Div — Buy

UBS BANK USA DEP ACCT — Buy (add'l)

HHDFX — Int/Div — Buy

HHDFX — Buy (add'l)

OIGYX — Int/Div — Buy

LUBVSX — Int/Div — Buy

IRA 43 (H)

UBS BANK USA DEP ACCT — None — Open

GOOG Common — None — Buy

AAPL Common — Int/Div — Buy

CVX Common — Int/Div — Buy

GM Common — Int/Div — Buy

HCA Common — None — Buy

INTC Common — Int/Div — Buy

IVZ Common — Int/Div — Buy

JPM Common — Int/Div — Buy

MAA Common — Int/Div — Buy

NKE Common — Int/Div — Buy

POT Common — Int/Div — Buy

TGT Common — Int/Div — Buy

TGT Common — Int/Div — Buy

TGT Common — Int/Div — Buy

HHDFX — Int/Div — Buy

HHDFX — Buy (add'l)

OIGYX — Int/Div — Buy

OIGYX — Buy (add'l)

UBVSX — Int/Div — Buy

UBVSX — Int/Div — Buy

401k) #2 (H)

Vanguard Institutional S00 Index — Int/Div — Buy

BlackRock EAFE Equity Index Fund — Int/Div — Buy

BlackRock Russell 2000 Index Fund — Int/Div — Buy

Northern Trust Aggregate Bond Index Fund — Int/Div — Buy

529 Fund #1 - Utah Educational Savings Plan (H)

Vanguard Total Stock Market Index (X) — Int/Div

Vanguard Developed Markets Index (X) — Int/Div

Vanguard Emerging Mkt Stock Index (X) — Int/Div

529 Fund #2 - Utah Educational Savings Plan (H)

Vanguard Total Stock Market Index (X) — Int/Div

Vanguard Developed Markets Index (X) — Int/Div

Vanguard Emerging Mkt Stock Index (X) — Int/Div

Vanguard Total Bond Market Index (X) — Int/Div

Vanguard Short-Term Invest-Grade (X) — Int/Div

Vanguard Short-Term Bond Index (X) — Int/Div

529 Fund #3 - Utah Educational Savings Plan (H)

Vanguard Institutional Index (X) — Int/Div

TRUSTEE, FAMILY IRREVOCABLE TRUST #1

Liability — SERVISIST BANK — UNSECURED LINE OF CREDIT

Spouse's income — 2016 — WAGES FROM SOUTHERN COMPANY

1. Family Irrevocable Trust #1, as disclosed in Part 1, is omitted from Part V1 because it has minimal assets held in trust and no reportable individual assets

subject to disclosure.

2. This is an amended report that is being filed to reflect changes suggested by « letter received from the Committee on Financial Disclosure dated August 10,

2017. The changes arc as follows:

a. Part VIL line 89 - Wells Fargo Bank Accounts - an (X) was added to the description

b. Part VII, lines 126 - 138 - individual assets of the three 529 plans are now listed