Elizabeth E. Brown

TRUST #1 (H)

John Hancock Universal Life Insurance Policy — None

Metlife stock — Int/Div

IRAZI(H)

Fundamental Investors Cl A (ANCFX) — Int/Div

Fundamental Investors Inc C1 FI (AFIFX) — Int/Div

Growth Fund of Amer (GFAFX) — Int/Div

Investment Co. of Amer Cl A (AIVSX) — Int/Div

Investment Co of Amer C1 F1 (AICFX) — Int/Div

Washington Mutual Inv (WSHFX) — Int/Div

Cap World Grwth & Incm (CWGIX) — Int/Div

New Perspective Fund Cl A (ANWPX) — Int/Div

New Perspective Fund Cl FI (NPFFX) — Int/Div

iShares TR (TIP) — Int/Div

Amer. Balanced C1 A (ABALX) — Int/Div

Amer Balanced Fd CI Fl (BALFX) — Int/Div

IRA £2 (H)

RBC Bank Deposit Program — Int/Div

AMG GWK US Sm Cap Grwth (ATSIX) — None — Sold

AMG Mngrs Mtg & Cldwll Grwth IMOGIX) — None — Sold

Artisan Partners Funds Val Fund (APDLX) — Int/Div

Dodge & Cox Stock Fd (DODGX) — Int/Div

iShares Core S&P Small Cap (LR) — Int/Div

iShares Core S&P 500 (1VV) — Int/Div — Buy (add'l)

Ivy Lg Cap Gwth Fd (IYGIX) — Int/Div

Riverpark Wedgewood Fund (RWGIX) — Int/Div

SPDR S&P S00 ETR (SPY) — Int/Div — Buy (add'l)

Thomburg Intl Value Fd {TGVIX) — Int/Div

Looms Sayles Inv (LSIIX) — Int/Div

iShares 3-7 yr. Treasury (1EI) — Int/Div — Buy (add'l)

iShares 3-7 yr. Treasury (1EI) — Sold

iShares 1-3 Yr Treasury Bond ETF (SHY) — Int/Div — Buy

Collegelnvest Colorado 529 College Savings Plan (H)

Scholars Choice College Savings Prem Age Based — None

Adpnct Professor, Umiversity of Colorado School of Law

Editor-in-Chief, American Bankruptcy Law Journal

Reimbursement — Oklahoma Bar Association — December 6-9, 2018 — Oklahoma City, OK — Annual Bankruptcy Law Seminar — Transportation, lodging, and meals

Income — 2018 — University of Colorado School of Law - Teaching — S9.000.00

Income — 2018 — Editor m Chief, Amencan Bankruptcy Law Journal — S16.000 00

Spouse's income — 2018 — Self-employed (psychotherapist)

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 in unit value, per

page 42 of the filing instructions.