Marcia Parsons

First Tennessee Bank Checking — Interest

TN Energy Acqu. Rev, Bond — Interest

US. Savings Bonds — Interest

IRA #2 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest

IRA #2 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest

IRA #2 (UBS Cus: Bank USA Salt Lake City CD) — Interest — Buy

IRA #2 (UBS Cus: Fed Nat'l Ass Med Term Zeros) — Interest — Sold (part)

2 (UBS Cus: Bank USA Deposit Account) — Interest

IRA #1 (UBS Cus: Safra Nat'l Bank CD) — Interest — Buy

IRA #1 (UBS Cus: Fin'ing Corp. Fed Cpn Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest — Matured

IRA #1 (UBS Cus: Fin'ing Corp Strip Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fed Nat's Mtg Assn Med Term Zero Coup Bonds) — Interest — Matured

IRA #1 (UBS Cus: Fed Nat's Mtg Assn Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Resol Funding Corp. Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: TN Vally Zero Coupon Bounds) — Interest

IRA #1 (UBS Cus: USA Bank Deposit Acount) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: American Balanced Fund) — Int/Div — Buy

IRA #1 (UBS Cus: American Balanced Fund) — Buy (add'l)

Hartford Fixed Annuity — Distribution

Great West IRA (100% in Secure Foundation Balanced L Account) — Distribution

NY Life Fixed Annuity — Distribution

TIAA-CREF Retirement Annuity #1 (ASL) — istmbution

UBS Bank USA Deposit Account — Interest

Capital One 360 Checking Account — Interest — Closed

Purepoint Financial Online Savings Acct — Interest — Open

Purepomt Financial CD — Interest — Buy

Synchrony Bank CD — Interest — Buy

Northern Bank & Trust Money Market Account — Interest — Open

CIT Bank CD — Interest — Buy

CIT Bank CD — Interest — Buy

Citizen's Access Bank CD — Interest — Buy

Synchrony Bank CD — Interest — Buy

Synchrony Bank CD — Interest — Buy

Commercial Bank CD — Interest — Buy

Synchrony Bank CD — Interest — Buy

TIAA Bank CD — Interest — Buy

Purepomnt Financial CD — Interest — Buy

VOYA Vanable Annuity #3 Intermediate Bond Portfolio — Interest

VOYA Variable Annuity #3 Growth & Income Portfolio — Interest

VOYA Variable Annuity #3 Large Cap Growth Portfolio — Interest

Ally Bank Savings Account — Interest — Closed

Ally Bank CD — Interest — Matured

UBS Bank USA Salt Lake Utah CD — Interest — Matured

Synchrony Bank CD — Interest — Buy

VOYA Amnuity #1 (Fixed payment) — Distribution

VOYA Annuity #2 (Fixed payment) — istnibution

IRA #2 (UBS Cus: HSBC Bank USA CD) — Interest

IRA #1 (UBS Cus: HSBC Bank USA CD) — Interest

Ally Bank CD — Interest

VOYA Annuity #3 (WSCC) (Variable) Vanguard Wellington Fund Adm — Int/Div

VOYA Annuity #3 (WSCC) (Variable) Vanguard Target Retire 2020 Fond — Int/Div

VOYA Annuity #3 (WSCC) (Variable) Vanguard Target Retire Income Fond — Int/Div

VOYA Annuity #3 (WSCC) (Variable) VOYA Fixed Plus Account 111 — Int/Div

IRA #1 Jackson National Annuity INL M-M Small Cap Fund — Int/Div

IRA #1 Jackson National Annuity INL Amer Global Bonds Fund — Int/Div

IRA #1 Jackson National Annuity INL Amer Funds Growth Allocation Fund — Int/Div

IRA #1 Jackson National Annuity JNL Amer Funds Moderate Growth Fund — Int/Div

IRA #1 Jackson National Annuity INL Oppenheimer Global Growth Fund — Int/Div

IRA #1 Jackson National Annuity INL TRPrice Mid-Cap Growth Fund — Int/Div

IRA #1 Jackson National Annuity INL WMC Balanced Fund — Int/Div

IRA #1 Ohio Nat'l Annuity PIMCO Real Return Portfolio — Int/Div

IRA #1 Ohio Nat'l Annuity PIMCO Total Retum Portfolio — Int/Div

IRA #1 Ohio Nat'l Annuity Fidelity VIP Contrafund Portfolio — Int/Div

IRA #1 Ohio Nat'l Annuity Ivy VIP Asset Strategy Fund — Int/Div

IRA #1 Ohio Nat'l Annuity Clearbridge Var. Large Cap Value Portfolio — Int/Div

IRA #1 Ohio Nat'l Annuity Fidelity VIP Mid-Cap Portfolio — Int/Div

IRA #1 Ohio Nat'l Annuity Janus Henderson Global Rsch Portfolio — Int/Div

IRA #1 Olio Nat'l Annuity Ivy VIP Natural Resources Fund — Int/Div

IRA #1 Ohio Nat'l Annuity Lazard Retirement Emerging Markets Fund — Int/Div

IRA #1 Ohio Nat'l Annuity Royce Small- Cap Portfolio — Int/Div

Liability — SoFi Lending Corp. — Cuaranty of note for student loan

Spouse's income — 2018 — Walters State Community College--teaching

Spouse's income — 2018 — Wolters Kluwer Law & Business Publishers--book rovaltics

In Line 1 of Part VII of this report, the asset previously reported as "Capital Bank Checking Account is renamed "First Tennessee Bank Checking Account™

reflecting the fact that First Tennessee Bunk has purchased that asset from Capital Bank.

For Amended Report:

In Part VII, Line 34, the asset listed as Northern Bank & Trust Money Market" in the original report has been changed to “Northern Bank & Trust Money Market

Account."

The asset listed in Part VII, Line 18 of the original report as "IRA #1 (UBS Cus: Jackson National Annuity)” is now reported on Lines 60-66 of Part VII of the

Amended Report to reflect specific fund investments. Line 18 in Part VII of the Amended Report is now left blank.

The asset listed in Part VIL, Line 22 of the original report as "IRA #1 (UBS Cus: Ohio Nat'l Annuity)” is now reported on Lines 67-76 of Part VII of the Amended

Report to reflect specific fund investments, Line 22 in Part VII of the Amended Report is now left blank.

The income type reported for the assets listed on Lines 31-34 and 55 of the original report has been changed from”Int./Div." to "Interest."

The income type reported for the assets lited on Lines 56-59 of the original report has been changed from "Int./Div." to "Dividend "