Mark A. Roberts

Simmons Perrine Moyer Bergman PLC Partnership — Distribution — Exempt

MR Investment Account (H)

DFA GLBL REAL ESTATE — Int/Div — Exempt

DFA INVESTMENT GRADE — Int/Div — Exempt

DFA US CORE EQTY 2 — Int/Div — Exempt

DFA INTL CORE EQTY — Int/Div — Exempt

DFA EMERGING MKTS CORE EQTY — Int/Div — Exempt

OppenheimerFunds Main Street Fund Class A — Int/Div — Exempt

Steele Capital Management Strategic Roadmap Balanced — Int/Div — Exempt

DR Investment Account (H)

SPDR S&P 600 SMALL CAP VALUE — Int/Div — Exempt

SCHWAB US AGGREGATE BOND — Int/Div — Exempt

SCHWAB US LARGE CAP — Int/Div — Exempt

SCHWAB SHORT TERM US TREASURY — Int/Div — Exempt

SCHWAB EMERGING MARKETS EQUITY — Int/Div — Exempt

SCHWAB US LARGE CAP VALUE — Int/Div — Exempt

SCHWAB INTERNATIONAL EQUITY — Int/Div — Exempt

SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Exempt

SCHWAB USSMALL CAP — Int/Div — Exempt

PNC Bank ESA CD — Interest — Exempt

State Farm S&P 500 Large Cap — Int/Div — Exempt

OppenheimerFunds Global Fund Class A — Int/Div — Exempt

OppenheimerFunds Main Street Fund Class A — Int/Div — Exempt

lowa Public Employees’ Retirement System Fund — Int/Div — Exempt

US. Bank Cash Accounts — Interest — Exempt

Wells Fargo Cash Account — Interest — Exempt

Coverdell 529 Plan - Aggressive Growth Portfolio (H)

Vanguard Institutional Total Stock Market Index Fund 60% — Int/Div — Exempt

Vanguard Total International Stock Index Fund 40%, — Int/Div — Exempt

Country Financial Whole Life 1 — Int/Div — Exempt

Country Financial Whole Life 2 — Int/Div — Exempt

Country Life Whole Life 3 — Int/Div — Exempt

Northwestern Mutual Whole Life — Int/Div — Exempt

Northwestern Mutual Whole Life 2 — Int/Div — Exempt

Northwestern Mutual Whole Life 3 — Int/Div — Exempt

Northwestern Mutual Whole Life 4 — Int/Div — Exempt

Voya Whole Life 1 — Int/Div — Exempt

Voya Whole Life 2 — Int/Div — Exempt

Partner (through Scpt. 14, 2018), Simmons Perrine Moyer Bergman PLC

Board member (through April 26, 2018), Simmons Perrine Moyer Bergman PLC

Spouse's income — 2019 — Self-emploved, Researcher

The following amendments have been made to Part VII Investments and Trusts:

1) Added rows 8 and 9 (pre-rollover accounts) to "MR Investment Account (H)" section,

2) Added rows 20-24 (pre-rollover accounts and one additional account) to "DR Investment Account (H)” section.

3) Edited row 38 (row 31 on the Initial report). Changed Description of Asset from "Voya Whole Life 1" to "Voya Whole Life 2". Simply changed the ending

character from 1 to 2.