Gina L. Simms

IRA 22 (HD)

JUSTICE FEDERAL CREDIT UNION (cash) — Int/Div — Exempt

BANK OF AMERICA (cash) — Interest

SUNTRUST BANK (cash) — Interest

CAPITAL ONE BANK (cash) — Interest

PNC BANK (cash) — Interest

WELLS FARGO BANK (cash) — Interest

NEW YORK LIFE (whole life policy) — Int/Div

USTREASURY DIRECT SERIES EE SAVINGS BOND — None

USTREASURY DIRECT SERIES SAVINGS BOND — None

AMERICAN FUNDS, NEW PERSPECTIVE FUND A (ANWPX) — Int/Div

THE WALT DISNEY COMPANY — Int/Div

BROKERAGE ACCOUNT #1 (HY

KRAFT HEINZ CO COM (KHO) — Int/Div

MONDELEZ INTL INC COM (MDLZ) — Int/Div

PROCTOR & GAMBLE CO (PG) — Int/Div

TARGET CORP (TGT) — Int/Div

VALERO ENERGY CORP (VLO) — Int/Div

WALMART STORES INC (WMT) — Int/Div

RETIREMENT PLAN #1 (H)

GOLDMAN SACHS MID CAP VALUE INST — Int/Div

HARTFORD SMALL COMPANY HLS IB INST — Int/Div

IVY MID CAP GROWTH Y — Int/Div

JOHN HANCOCK DISCIPLINED VALUE 1 — Int/Div

MAINSTAY LARGE CAP GROWTH RI — Int/Div

WELLS FARGO SMALL CAP VALUE A — Int/Div

AMERICAN FUNDS EUROPACIFIC GROWTH A — Int/Div

BROKERAGE ACCOUNT #2 (H)

AMERIPRISE INSURED MONEY MARKET (cash) — Interest

ALLIANZGI ULTRA MICRO CAP CL P (AAUPX) — Int/Div

EATON VANCE ATLANTA CAP SMID CAP CL H(EISMX) — Int/Div

IVY SCIENCE AND TECHNOLOGY CL (ISTIX) — Int/Div

EVENTIDE HEALTHCARE & LIFE SCIENCES CL 1(ETIHX) — Int/Div

OPPENHEIMER INTL SMALL-MID COMPANY CL Y (OSMYX) — Int/Div

TOUCHSTONE SANDS CAP SELECT GROWTH CL Y (CFSIX) — Int/Div

SENSATA TECHNOLOGIES HOLDING BV ALMELO (ST) — None

ACTIVISION BLIZZARD INC (ATV — Int/Div

AT&TINC(T) — Int/Div

APPLE INC (AAPL) — Int/Div

CA INC(CA) — Int/Div

CELGENE CORP (CELGH — None

CERNER CORP (CERN) — None

CIRRUS LOGIC INC (CRUS) — None

GENERAL ELECTRIC CO (GE) — Int/Div

JOHNSON & JOHNSON (UND — Int/Div

KRAFT HEINZ CO(KHC) — Int/Div

SYNAPTICS INC (SYNA) — None

COLUMBIA VP-MNGD VOL GROWTH FDCL2 — Int/Div

IRA 41 (H)

ALPHABET INC CL C (GOOG) — None

AMAZON COM INC (AMZN) — None

PRUDENTIAL FINANCIAL INC (PRL) — Int/Div

REGENERON PHARMACEUTICALS INC (REGN) — None

AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME CL A (ICWGIX) — Int/Div

AMERICAN FUNDS FUNDAMENTAL INVESTORSNCL A (ANCFX) — Int/Div

AMERICAN FUNDG GROWTH FUND OF AMERICA CL A(AGTHX) — Int/Div

AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CL A (AIVSX) — Int/Div

AMERICAN FUNDS NEW ECONOMY CL A (ANFFX) — Int/Div

AMERICAN FUNDS NEW PERSPECTIVE CL A (ANWPX) — Int/Div

AMERICAN FUNDS SMALLCAP WORLD CL A (SMCWX) — Int/Div

VP MOD AGGRESSIVE C14 — None

IRA 43(H)

FIRST EAGLE GLOBAL 1 — Int/Div

VANGUARD FEDERAL MONEY MARKET INV FD — Int/Div

TEMPLETON GLOBAL BOND ADV — Int/Div

COHEN & STEERS INSTITUTIONAL REALTY SHARES — Int/Div

VANGUARD SMALL CAP INDEX INST — Int/Div

TROWE PRICE GROWTH FUND — Int/Div

VANGUARD MID CAP INDEX INST — Int/Div

OPPENHEIMER DEVELOPING MARKETS — Int/Div

MFS GLOBAL EQUITY FUND R4 — Int/Div

401k) £1 (H)

AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R6 — None

VANGUARD BENEFIT INDEX FUND — None

HOTCHKINS & WILEY SMALL CAP VALUE FUND DLASS — None

DODGE & COX INTERNATIONAL STOCK FUND — None

VANGUARD EXPLORER FUND ADMIRAL — None

VANGUARD TOTAL BOND MARKET INDES FUND INST PLUS — None

GOLDMAN SACHS HIGH YIELD INSTL CLASS — None

BLACKROCK LIQUIDITY FUNDS FED FUND CLASS INSTITUTIONAL — None

PARTNER (NON-EQUITY INCOME PARTNER), OBER, KALER, GRIMES & SHRIVER, LLP

Agreement — 2017 — BAKER, DONELSON, BEARMAN. CALDWELL & BERKOWITZ (Self-Directed 401k»)

Spouse's income — 2016 — FR (SALARY)

Spouse's income — 2007 — I (SALARY)

Spouse's income — 2018 — (SALARY)

Part 1, lines | and 2: These entries represent the official titles given to my positions with the firms.

Part 11, line 1: Matching (3%) and safe harbor (3%) benefits available as of October 2018.

Part 11, line 2: Rolled into the Baker Donelson plan in 2017.

Part 111; None in 2018,

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only mn unit value, per page

40 of the filing instructions.