Marcia Parsons

Capital Bank Checking — Interest

TN Energy Acqu. Rev, Bond — Interest

US. Savings Bonds — Interest

IRA #2 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest

IRA #2 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest

IRA #2 (UBS Cus: Fed Hom La Mtg Corp Zero Coupon Bonds — Interest — Matured

IRA #2 (UBS Cus: Fed Nat'l Ass Med Term Zeros) — Interest

2 (UBS Cus: Bank USA Deposit Account) — Interest

IRA #1 (UBS Cus: Fin'ing Corp CPN FICO Zero Coupon Bonds) — Interest — Matured

IRA #1 (UBS Cus: Fin'ing Corp. Fed Cpn Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fin'ing Corp Strip Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fed Nat's Mtg Assn Med Term Zero Coup Bonds) — Interest

IRA #1 (UBS Cus: Fed Nat's Mtg Assn Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Resol Funding Corp. Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: TN Vally Zero Coupon Bounds) — Interest

IRA #1 (UBS Cus: USA Bank Deposit Acount) — Interest

IRA #1 (UBS Cus: Jackson National Annuity) — Int/Div

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Ohio Nat'l Annuity) — Interest

Hartford Fixed Annuity — Distribution

Great West IRA (100% in Secure Foundation Balanced L Account) — Distribution

NY Life Fixed Annuity — Distribution

TIAA-CREF Retirement Annuity #1 (ASL) — Distribution

UBS Bank USA Deposit Account — Interest

Capital One 360 Checking Account — Interest

AMEX Personal Savings Account — Interest — Closed

VOYA Vanable Annuity #1 Intermediate Bond Portfolio — Interest — with line 43)

VOYA Vanable Annuity #1 Growth & Income Portfolio — Interest — with line 43)

VOYA Variable Annuity #1 Large Cap Growth Portfolio — Interest — with line 43)

VOYA Vanable Annuity #2 Intermediate Bond Portfolio — Interest — with line 44)

VOYA Vanable Annuity #2 Growth & Income Portfolio — Interest — with line 44)

VOYA Vanable Annuity #2 Large Cap Growth Portfolio — Interest — with line 44)

VOYA Vanable Annuity #3 Intermediate Bond Portfolio — Interest

VOYA Vanable Annuity #3 Growth & Income Portfolio — Interest

VOYA Variable Annuity #3 Large Cap Growth Portfolio — Interest

Ally Bank Savings Account — Interest

Ally Bank CD — Interest

UBS Bank USA Salt Lake Utah CD — Interest — Buy

VOYA Annuity #1 (Fixed payment) — Distribution — Open

VOYA Annuity #2 (Fixed payment) — Distribution — Open

IRA #2 (UBS Cus: HSBC Bank USA CD) — Interest — Buy

IRA #1 (UBS Cus: HSBC Bank USA CD) — Interest — Buy

Ally Bank CD — Interest — Buy

VOYA Annuity #3 (WSCC) (Variable) Vanguard Wellington Fund Adm — Int/Div — Open

VOYA Annuity #3 (WSCC) (Variable) Vanguard Target Retire 2020 Find — Int/Div — Open

VOYA Annuity #3 (WSCC) (Variable) Vanguard Target Retire Income Fnd — Int./hv — Open

VOYA Annuity #3 (WSCC) (Variable) VOYA Fixed Plus Account 111 — Int/Div — Open

Liability — SoFi Lending Corp. — Cuaranty of note for son's student loan

Reimbursement — National Conference of Bankruptcy Judges — 1007 to 10/11 — Las Vegas, NV — Meeting — Transportation, meals, room

1. The TIAA-CREF Retirement Annuity on Line 26 of Part VII of the 2016 report has been renamed TIAA-CREF Retirement Ammuity (ASL) #1 and appears on

Line 26 of Part VII of this report. The renaming is to distinguish it from new TIAA-CREF Retirement Annuity #2 (WSCC) that appears on Line 42 of Part VII of

this report,

2. The funds making up VOY A Retirement Anuuity #1 that appeared on Lines 30-32 of Part VII the 2016 report have been merged into the VOY A Retirement

Annuity #1 appearing on Line 43 of Part VII of this report to reflect that this investment has been annuitized mto a single payment.

3, The funds making up VOY A Retirement Anuuity #2 that appeared on Lines 33-35 of Part VII the 2016 report have been merged into the VOY A Retirement

Annuity #1 appearing on Line 44 of Part VII of this report to reflect that this investment has been annuitized into a single payment.

Additional Information/Explanations for amended 2017 report:

1. VOYA Retirement Annuity #1 appearing on Line 43 of the original 2017 report has been relabeled us "Voya Annuity #1 (Fixed payment)” to reflect that it is a

fixed payment annuity.

2. VOYA Retirement Annuity #2 appearing on Line 44 of the original 2017 report has been relabeled us *Voya Annuity #2 (Fixed payment)” to reflect that it is a

fixed payment annuity.

3. TIAA CREF Retirement Annuity #2 (WSCC) appearing on Line 42 of the original 2017 report was incorrectly labeled as a TIAA CREF annuity when it is in

fact a VOY A annuity and should have been described in the original 2017 report as "VOYA Annuity #3 (Variable)™. In this amended report that investment is.

listed in Lines 48-51 where the specific funds in which the investment is held are identifed. Line 42 in this amended report is left blunk for that reason.