Bessie Mae Parrish Creswell

PNC BANK CASH ACCOUNTS — Interest

IRA Z(H)

TD AMERITRADE CASH ACCOUNTS xX) — None

AMAZON.COM INC COM — None

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Buy (add'l)

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — None — Sold

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — Buy

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — Sold

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — Buy

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — Sold

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — Buy

CREDIT SUISSE VELOCITY DAILY 2X SHT TRM — Sold

PAYPAL HLDGS INC COM — None

SHELL MIDSTREAM PARTNERS COM — Distribution — Sold

SPDR GOLD TR GOLD SHS — None

TESLA INC COM — None — Buy (add'l)

TELADOC HEALTH INC COM — None — Buy

TELADOC HEALTH INC COM — Sold

TSLA Jan 19 2018 325.00 Call (X) — None — Sold

SPY Feb 16 2018 276.00 Call — None — Buy

SPY Feb 16 2018 276.00 Call — Sold

SPY Feb 16 2018 281.00 Call — None — Buy

SPY Feb 16 2018 281.00 Call — Sold

FB Feb 16 2018 185.00 Call (X) — None — Sold

BAC Mar 16 2018 32.00 Call (X) — None — Sold

JD Apr 20 2018 45.00 Call (X) — None — Sold

SPY May 18 2018 280.00 Call (Y) — None — Buy

TSLA Sep 21 2018 350.00 Call (X) — None — Sold

TSLA Nov 16 2018 350.00 Call (X) — None — Sold

APPLE INC COM (Y)

DELTA AIR LINES INCCOM(Y)

CYPRESS SEMICONDUCTOR CORP COM (LY)

T-MOBILE US INC COM (Y)

POWERSHARES C(Y)

WHEATON PRECIOUS METALS CORP CY)

ADVANCED MICRO DEVICES INC ( iY)

ALIBABA GROUP HLDG LTD C(Y)

IRA #2 (MH)

BERKSHIRE HATHAWAY INC DEL COMCLB — None — Buy

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Buy (add'l)

DODGE & COX FUNDS INTL STK FD — Int/Div

TSLA Jan 19 2018 325.00 Call (X) — None — Sold

SPY Feb 16 2018 276.00 Call — None — Buy

SPY Feb 16 2018 276.00 Call — Sold

SPY Feb 16 2018 281.00 Call (X) — None — Sold

JD Feb 16 2018 47.00 Call (X) — None — Sold

BAC Mar 16 2018 32.00 Call (X) — None — Sold

DELTA AIR LINES INCCOM(Y)

CREDIT SUISSE VELOCITY SHRES 2X VIX SH-TRM ETN(Y)

SHELL MIDSTREAM PARTNERS COM {iY

POWERSHARES C(Y)

WHEATON PRECIOUS METALS CORP CY)

CAMAZON.COM INC CULY)

IRA 23 (HH

E-TRADE BANK CASH ACCOUNT — Interest

FORD MOTOR COMPANY PAR $0.01 — None — Buy

GENERAL ELECTRIC COMPANY COM — None — Buy

GENERAL ELECTRIC COMPANY COM — Sold

MICRON TECHNOLOGY INC — None — Buy

MICROSOFT CORP — Int/Div — Buy

SALESFORCE.COM INC — None — Buy

TELADOC HEALTH INC COMMON STOCK — None — Buy

TELADOC HEALTH INC COMMON STOCK — Buy (add'l)

TESLA INC COMMON STOCK — None — Buy

BROKERAGE ACCOUNT #1 (HY

REGIONS FINANCIAL CORP NEW (Y)

ROYALDUTCHSHELLPLCCLB(Y)

AMERICAN GOLD EAGLE(Y)

SPDR GOLD TR GOLD SHS — None

BROKERAGE ACCOUNT #2 (H)

ALASKA AIR GROUP INC COM — Int/Div — Buy

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Buy (add'l)

13. — Distribution

CREDIT SUISSE VELCITY SHRES 2X VIX SH-TRM ETN — None — Buy

CREDIT SUISSE VELCITY SHRES 2X VIX SH-TRM ETN — Sold

TAIWAN SEMICONDUCTOR ADR SPONSORED — None — Buy

TELADOC HEALTH INC COM — None — Buy

TSLA Jan 19 2018 320.00 Call (X) — None — Sold

TSLA Nov 16 2018 350.00 Call (X) — None — Sold

TSLA Nov 16 2018 350.00 Call (X) — Sold

FB Feb 16 2018 185.00 Call (X) — None — Sold

JD Feb 16 2018 47.00 Call (X) — None — Sold

SPY Feb 16 2018 281.00 Call — None — Buy

SPY Feb 16 2018 281.00 Call — Sold

SPY May 18 2018 280.00 Call — None — Buy

SPY May 18 2018 280.00 Call — Sold

DELTA AIRLINES INC DAL Mar 16 2018 60.00 Call (Y) — None — Buy

CYPRESS SEMICONDUCTOR CORP (Y)

ADVANCED MICRO DEVICES INC ( {Y)

POWERSHARES C(Y)

SPDRGOLD TR GOLD SHS C(Y)

WHEATON PRECIOUS METALS CORP (wy)

BROKERAGE ACCOUNT #5 (H)

Morgan Stanley Bank NA. (X) — Interest

Coca Cola Co — Int/Div

BROKERAGE ACCOUNT #3 (H)

CORNERSTONE STRATEGIC VALUE COM — Int/Div

98 — Distribution

REGIONS FINANCIAL CORP COM (Y)

POWERSHARES C(Y)

BROKERAGE ACCOUNT #4 (H)

CORNERSTONE STRATEGIC VALUE COM — Int/Div

103 — Distribution

APPLE INC COM (Y)

CREDIT SUISSE VELCITYSHRES 2X VIX SH-TRM ETNAY)

CYPRESS SEMICONDUCTOR CORP COM (Y)

DELTA AIR LINES INC (Y)

ROYAL DUTCH SHELL PLC ADR CLASS B(Y)

POWERSHARES C(Y)

SPDRGOLD TRGLD SHS GLD CY)

WHEATON PRECIOUS METALS CORP WPM CY)

S29 PLAN #2 (H)

Vanguard Total Stock Market Index — Int/Div

Vanguard Institutional Index {X) — Int/Div

Vanguard Growth Index (X) — Int/Div

Vanguard International Growth (X) — Int/Div

FDIC-Insured Accounts (X) — Int/Div

Vanguard Developed Markets Index (Y) — Int/Div

Vanguard BEmergmg Markets Stock Index yy — Int/Div

S29 PLAN #3 (H)

Vanguard Growth Index — Int/Div

Vanguard Mid-Cap Index — Int/Div

Vanguard Small-Cap Index — Int/Div

Vanguard International Growth — Int/Div

DFA Global Equity Portfolio — Int/Div

401(K) £1 (Y)

401K) #2 (HOY)

Growth (MAP) Freedom 401k Class — None — Sold

Delaware Small Cap Value R6 — None — Sold

Harbor Capital Appreciation Retirement — None — Sold

Vanguard Institutional Index Fund — Int/Div — Sold

US. Bank, NA. CASH ACCOUNT (Y)

GOLDMAN SACHS BANK CASH ACCOUNT (X) — Interest

Partner, Burr & Forman LLP

Agreement — 2018 — Burr & Forman Profit Sharing Plan with former law firm with Empowerment Retirement as Recordkeeper

Reimbursement — American Bankruptcy Institute — O19 18-0421/18 — Washington D.C — Annual mecting, speaker — transportation, meals, lodgmg, and tuition

Reimbursement — Alabama State Bar — 607806118 — San Destin, FL — Bankruptcy at the Beach, speaker — lodging and meals

Reimbursement — Lmversity of Alabama — 11/15/1811 1/16/18 — Bugmingham, AL — Bankruptcy Law Update, speaker — lodging, meals, transportation, and twihon

Part VII, Line 3 - The TD Amentrade cash accounts rose above the reporting threshold during this period.

Part VII, Line 27 - Asset SPY May 18 2018 280.00 Call was disposed of under the reporting threshold, That is why there is no sale information and the asset is

marked (Y).

Part VII, Lines 30-37 - These assets were included on the initial report and were 100% disposed of in 2017.

Part VII, Lines 48-53 - These assets were included on the initial report and were 100% disposed of in 2017,

Part VII, Line 54 - IRA #3 is a new account. The Roth funds from 401(k) #2 were rolled into this account.

Part VIL, Lines 66-67 - These assets were included on the initial report and were 100% disposed of in 2017,

Part VII, Line 68 - This asset was transferred out of the brokerage account in 2018. It is a precious metal and should not have been included in the initial report.

Part VII, Lines 78-82 - These assets were purchased in amounts below the reporting threshold.

Part VII, Line 87 - Asset was referred to as Delta Air Lines Inc on initial report. Correct name is Delta Air Lines Inc DAL Mar 16 2018 60.00 Call. Also, asset was

disposed of under the reporting threshold. That is why there is no sale information and the asset is marked (Y),

Part VII, Lines 88-92 - These assets were included on the initial report and were 100% disposed of in 2017.

Part VII, Line 93 - This account is the same as the previous 529 Plan #1 listed on the initial report, It was incorrectly labeled as a 529 plan. It is actually a

brokerage account.

Part VII, Line 94 - The Morgan Stanley Bank N_A. account rose above the reporting threshold during this period.

Part VII. Lines 99-100 - These assets were included on the initial report and were 100% disposed of in 2017,

Part VIL Lines 104-111 - These assets were included on the initial report and were 100% disposed of in 2017.

Part VIL, Lines 112-125 - Reports for 529 Plans #2 and #3 do not give information concerning purchases and sales of assets. As such, only FMV and dividend

income information is provided. If an asset is new it is marked (X) and if the asset is no longer in the account it is marked (Y).

Part VII, Line 126 - 401(k) #1 - Investment account 401(k) #1 was a retirement plan with a previous employer. The previous employer changed the plan

administrator and all mvestments were transferred to 401(k) #2 in January 2018. This account 1s closed.

Part VII, Lines 127-131 - Investment account 401(k) #2 was a retirement plan with a previous employer. The 401(k) #2 account funds were rolled over into new

retirement accounts via a nontaxable retirement rollover. The traditional 401(k) funds were rolled into the Thrift Savings Plan, The portion of the funds that are

Roth contributions were rolled into IRA #3. No gain or loss is reported on the statements. This account is closed.

Part VII, Line 132 - U.S. Bank, NA. held Roth funds from 401(k) #2 (lines 127-131) that were cashed out and held in a bank account before being rolled to a new

retirement account, These funds were moved into IRA #3. This account is closed.

Part VII, Line 133 - Goldman Sachs Bank account is new for the reporting period.