David Gustafson

SunTrust Bank accounts — Interest

Wells Fargo Bank accounts — Interest

Schwab 529 Plan Moderately Aggressive Portfolio — Int/Div

Schwab Target 2025 Fund (SWHRX) — Int/Div — Closed

Schwab Target 2030 Fund (SWDRX) — Int/Div — Buy

Virginia College 529 Savings Plans, Alleghany Portfolio — Int/Div

Rental property, Greenville, SC — Rent

Duke Energy common stock — Int/Div

Enbridge common stock (formerly Spectra Energy) — Int/Div

Trustee, Rivendell School, Arlington, VA

Spouse's income — 2018 — self-employed attorney

Part VII, line 4: Shares in SWHRX were sold 1/10/2018 and the proceeds were invested in SWDRX (line 5).

Part VII, line 5: Shares in SWDRX investment as held in [Jl] Schwab SEP IRA, J Schwab Rollover IRA, and Jill separate Schwab brokerage

account. 1 combine them to report the investment without regard to which account the shares are in,

Part VII, line 6, Column D: We made monthly contributions to this 529 plan. Each contnbution was below the reporting amount of $1,000, but in the aggregate

they exceeded $1,000,

Part VII, line 7: The property was appraised 7/20/2008, shortly before the closing, A mortgage on this property, reported on part VI in prior years, was fully paid

off in 2012.