Barbara D. Holmes

U.S. Savings Bond — Interest

Mass Mutual Enhanced Whole Life Policy — Int/Div

Regions Money Market — Interest

US Community Credit Union Various Cash Account — Interest

Pershing LLC IRA (Cash) — Interest

iShares TR Dow Jones US Technology ETF (YW) — Int/Div — Buy

First Trust ETF Dow Jones Iternet Index (FDN) — Int/Div — Buy

Amazon (AMZN) — Buy

Alphabet Inc Class A (GOOGL) — Buy

Facebook (FB) — Buy

First Trust UIT Target Global Dividend Leaders — Int/Div — Buy

Furst Trust UIT S&P Dividend Aristocrats Target 25 — Int/Div — Buy

First Trust UIT Sabrient Dividend Opportunity — Int/Div — Buy

iShares TR Core S&P Small Cap ETF (JR) — Int/Div

First Trust Large Cap Growth Alphadex (FTC) — Int/Div

iShares Real Estate Fund (ICF) — Int/Div

Vanguard Real Estate Fund ETF (VNQ) — Int/Div

Vanguard World Energy Fund ETF (VDE) — Int/Div

iShares Core Aggregate Bond Fund ETF (AGG) — Int/Div — Sold

iShares US Investment Grade Bond Fund ETF (LOD) — Int/Div — Sold

iShares Core High Dividend Fund (HDV) — Int/Div

Vanguard International Equity Emerging Markets ETF (VWO) — Int/Div

Vanguard Index Growth ETF (VUG) — Int/Div

Vanguard Index Value ETF (VTV) — Int/Div

Nationwide Variable Anmuty (H)

Fidelity VIP Free 2010 Mutual Fund — Int/Div

NW Cardinal Managed Growth Mutual Fund — Int/Div

NW Indvest Managed Growth Mutual Fund — Int/Div

NW Indvest Managed Growth Inc 11 Mutual Fund — Int/Div

Executor, Family Estate #

Liability — Chase Bank — Credit Card

Spouse's income — 2018 — Metropolitan Nashville Davidson County - Salary

In Part I, | listed being an Executor to Family Estate #1. The family estate was not established by anyone in my household. In addition, there is no one in my

household who receives any interest or income from the estate