Paul Gerhardt Rosenblatt

4acres undeveloped land South of Prescott, AZ — None

Chase Bank Account — Interest

IRA Bank of America - Cash - Equivalent — Interest

Wells Fargo Bank Accounts — Interest

Vodafone Airtouch PLC — Int/Div

Exxon Mobil — Int/Div

AT&T Common Stock — Int/Div

Edison Intemational — Int/Div

Chevron Common Stock — Int/Div

Maricopa Co. AZ Indl Hlth — Interest — Redeemed

Tax Free Trust of AZ - Trust — Int/Div

Rental Property #1, Prescott, AZ — Reat

Delaware Investments Arizona — Int/Div

Verizon — Int/Div

Comcast Corp. New Class A — Int/Div

FRB Treasury Direct Acct 3-7/8 Note T 07 — Interest

Goodyear, AZ 4.5% 7-1-24 — Interest

Prudential Advanced Series Apex [1 Annuity — Interest

ONEAZ — Interest

SPDR S&P Trustee ETF — Interest

LP. Morgan Chase Bank (L)

SIT Dividend Growth Fund-1 — Int/Div

JPM Intrepid European FD « Inst] — Int/Div

Matthews Asia Dividend-Ins — Int/Div

Columbia FD Ser Trt - Columbia — Int/Div

Eaton Vance Floating-Rate — Int/Div

HSBC FDS — Int/Div

Tortoise MLP & Pipeline-Ins — Int/Div

Lord Abbett Invt Tr — Int/Div

Ridgeworth Seix Floating-1 — Int/Div

TRP Inst Floating Rate-F — Int/Div

Blackrock High Yield Bond — Int/Div

Avenue Mut Fds Tr — Int/Div

Cohen & Steers Preferred Securities — Int/Div

Metropolitan West Fds — Int/Div

Harbor High Yield Bond-Inst — Int/Div

Harbor Convertible Sec-Inst — Int/Div

JPM Unconstrained Debt FD - Select — Int/Div

Doubleline Total Ret BD-1 — Int/Div

Successor Co-Trustee (with no beneficial interest), Family Trust

Part 1, Line 1, Neither | nor my

have a beneficial interest in the trust. We have no dependent children. We did not create the trust. Did not recive income.

Part VII, Line 19, Arizona State Credit Union changed name to ONEAZ