William T. Thurman

Savings, checking Accents (H)

Mountain America Credit Union — Interest

Zions First National Bank checking and savings — Interest

Broker #1 Account (H)

Eaton Vance Tx Mngd Value C Fund — Int/Div — Redeemed

New England Life (See Part VII). (H)

BlackRock Bnd Inc. Prt fund — Int/Div

BR Ultra Short Term Bond — Int/Div

MetLife Stock Index Fund — Int/Div

MFS Value Portfolio Fund — Int/Div

L/S Small Cap Fund — Int/Div

Baillie Intnl Stock Fund — Int/Div

BH/WellCrEqiOppr fund. See part VIII — Int/Div

Jenison Growth Fund — Int/Div

401K) Broker #4 Account (H)

American Cenury Retirement 2035 Trust n — Int/Div

Utah Educational Savings Plan, Age Based Gr: My529; see Part VIII — Int/Div

Broker #3 Account (H)

Fidelity Focused Stock Fund — Int/Div

Janus Balanced Fund C1 T — Int

Fidelity 500 Index Premium Class — Int/Div

Fidelity Total Bond Fund — Int/Div

Trustee-Trust (See Part VII (H)

Broker #5 Account (H)

wColumbus Life Ins. Co Ins Passport SPDA Fixed Annunity IRA(X) — Int/Div

King Cnty HSP bond(X) — Int/Div

Northgate Crossing TX Mun bond (X) — Int/Div

eeeaTexas St CLLG Student Ln bond (X) — Int/Div

eeTarrant Canty Tx Culltural Ed Bond (X) — Int/Div

Utah County Ut Hsp Bond(X) — Int/Div

Broker #6 (H)

Tampa Fl Hlth Sys bond (X) — Int/Div

Texas Mun Gas Bond( X) — Int/Div

wUtah State Ownrshp Auth bond(X) — Int/Div

eeelUtah St. Mun PWR AGY Bond(X) — Int/Div

weeeProsper Tx Indpt Sch Bldg bond(X) — Int/Div

Del Rio Tx Ctf Oblig Bond(X) — Int/Div

eeF1. Bend Cnty Mud bond( X) — Int/Div

Harris Cty Tx Hlth Facs Dev Bond{X) — Int/Div

weBrownsville Tx Nav Dist Rev Bond (X) — Int/Div

Washmgton St. HC Fac Rev Catholic Hlth bond X) — Int/Div

TES PPTYS WA Lease Rev Bond( X) — Int/Div

First Trust R Bern Glb Div Kings bond X) — Int/Div

Chase Bank(X) — Interest

American United Credit Umion (X) — Interest — Closed

Zions First National Bank(X) — Interest

Board of Trustees, Utah Bankruptcy Lawyers Forum

Reimbursement — American Bankruptcy Institute — Jan. 24, 25 and 26, 2018 — Denver, Colorado — Speak at seminar — meals, lodging, travel expense and tuition waiver

Reimbursement — Norton Institute on } Bankruptcy Law — Feb. 25 and 26, 2018 — Park City, Utah — Speak at seminar — meals, lodging and non waiver

Reimbursement — Nanonal Conference of ; Bankruptcy Judges — March 13, and 14, 2018 — New Orleans, La — Committee Chair, Mad year meeting — meals, lodging, travel expenses

Reimbursement — Federal Bar Assocition of Utah — May 9, 10 and 11. 2018 — St. George, Utah — Speak at seminar — tuition, meals

Reimbursement — Bankruptcy Judges — and conduct separate Committee Meeting — A A ANT ros TH CHR cw nT ws TB rea

Reimbursement — Federal Bar Associaton — September 20, 21 and 232018 — Deer Valley, Utah — attend In-State Seminar — meals. lodging, travel expenses

Line 8 Part VII. Sometimes referred to as Brighthouse Financial in recent 2018 correspondence and statements. The name “New England Life Insurance

Company” still appears but along with Brighthouse Financial

Line 15 Part VIL. Change of name from Mt/'WellCoEquityOpp Fund.

Line 21 Part VIL The full name of the fund sponsor was the Utah Educational Savings Plan. Changed name to My529. All of the funds are Age-Based

Aggressive Growth (529) Plan. On the My529 Web page, these funds are referred to as Age-Based Aggressive Domestic Growth Funds. Five separate funds are

maintained for SRI under the filer's SIN names. Al III funds are the same: Age-Based Aggressive Domestic

Growth Funds. 1 may have missed a name change somewhere from Age-Based Aggressive Growth to Age-Based Aggresive Domestic. Monthly contributions

are made by the filer.

Lines 29-54 Part VII,

Filer was named as the successor trustee to a now deceased relative.