John E. Ott

ENERGEN (Common) — Int/Div — Buy (add'l)

AFLAC Stock (Common) — Int/Div

AFLAC Stock (Common) — Int/Div

Mutual Shares Mutual Fund (Y)

American Express (Common) — Int/Div

UNUM: Universal Life — Int/Div

UNUM: Universal Life — Int/Div

Amencan Express (Bank Account) — Interest

Florida West Coast Credit Union — Interest

US. Savings Bonds — Interest

American Fund Capital Income Builder-A — Int/Div

Wells Fargo (Bank Account) — Interest

Cigna 401(K) Plan (H)

Prudential Retirement Insurance and Amnuity Company Fixed Income Fund — Interest

Prudential Large Cap Blend Fund — Int/Div

Prudential Intl. Stock Fund — Int/Div

Prudential Mid Cap Blend Fund (X) — Int/Div

Prudential Small Cap Blend Fund (X) — Int/Div

Prudential Mid Cap Value Fund (X) — Int/Div

Prudential Small Cap Growh Fund (X) — Int/Div

Windsor Il Fund (X) — Distribution

Ascension Health Savings Plan (H)

TransAmerica Pmrs Inst! Hi Yid Bond (X) — Int/Div

Baird Aggregate Bond Inst — Int/Div

Vanguard Money Market — Int/Div

American Funds EuroPac Gr — Int/Div

Dodge & Cox Stock — Int/Div

Principal Large Cap Growth — Int

Vanguard Inst, Index Inst] — Int/Div

TransAmerica Pars Inst Mid Val (X) — Int/Div

Vanguard Small Cap Index (X) — Int/Div

Hartford Small Cap Growth (X) — Int/Div

DFA Int. Small Comp I (X) — Int/Div

DFA US Targeted Val 1 (X) — Int/Div

BBVA Compass (Bank Account) — Interest

Vanguard Russell 1000 Growth Index — hy

ISHARES Core MSC EAFE (X) — Int/Div

Invesco Equity & Income CL C (X) — Int

Board Member, YMCA (Metro) Board of Management

Board Member & Vice President, Birmmgham Bar Foundation Board

Bowrd Member, ESI Roundtable

Income — 2016 — Cumberland School of Law (Teaching Salary) — S1.545.00

Spouse's income — 2016 — Health Care Consultant (Cigna-Health Spring) - Hourly Employee