Helen E. Burris

South State Bank - Accounts — Interest

Allianz 222 Annuity (H)

AnPtPtw/cap- Bloomberg US Dynamic Balance Index 11 — Interest — Sold (part) — next 2 lines

MoSum-Nasdag- 100Index — Interest — Buy

AnPtPtspread-PIMCO Tactical Balanced Index — Interest — Buy

NW Mutual Whole Life Cash Value #1 — Int/Div

401K Fidelity Freedom 2030 Fund — Int/Div — Distnbuted — to next line

Fidelity Freedom Fund 2030 (FFFEX) — Int/Div — Buy

Presidio Property Trust, Inc — Int/Div

Future Scholar529 College Savings Plan-FS Mod Consery (no control) (H) — Int/Div — Distnbuted

Rental Property #1 Greenville SC — Rent

Future Scholar 529 College Savings Plan (2) Hy

FS Mod Consery (no control) — Int/Div

cont'd — Sold (part)

cont'd — Sold (part)

cont'd — Sold (part)

cont'd — Buy (add'l)

comt'd — Sold (part)

FS Mod Growth Port Static (no control) — Int/Div — Buy

cont'd — Sold (part)

contd — Sold (part)

contd — Sold (part)

cont'd — Buy (add'l)

cont'd — Sold (part)

TD Ameritrade Institutional (H)

IShares Intl Developed Real Estate Er {IFGL) — Int/Div — Sold

lIshares Core S&P Mid-Cap ETF (JH) — Int/Div — Buy (add'l)

Ishares Core S&P Small-Cap ETF (IR) — Int/Div

Ishares Floating Rate Bond 11 (FLOT) — Int/Div — Sold (part)

contd — Sold (part)

Powershares Var Rate PFD POR ETF (VRP) name change - Invesco Exchange — Int/Div — Sold

Vanguard FTSE Developed Markets ETF (VEA) — Int — Buy (add'l)

contd — Buy (add'l)

contd — Buy (add'l)

contd — Sold (part)

Vanguard Emerging Markets E1F (VWO) — Int/Div

Vanguard Index Funds S&P 500 ETF IVOO) — Int/Div — Sold (part)

cont'd — Buy (add'l)

contd — Buy (add'l)

SPDR Series Trust Short Term High Yield Bond ETF (SINK) — hy

Global X Funds MLP Index ETF — Int/Div — Sold

shares 1-3 vear credit BND ETF — Int — Sold

Fidelity Covington Trust MSCI Finance ETF (FNCL) — Int/Div — Sold

Ishares Core US Aggregate Bond ETF (AGG) — Int/Div — Sold (part)

cont'd — Buy (add'l)

ETFS TR BBG COMD K1 ETF (BCI) name change Aberdeen Std Invests ETFS — Int/Div — Buy

cont'd — Buy (add'l)

Fidelity MSCI INFO TECH 1 ETF — Int/Div — Buy

cont'd — Sold (part)

cont'd — Sold

SPDR FTSE PORTFOLIO INTRMD ETF (SPIB) — Int/Div — Buy

Vamec Vectors JP Morgan MKTS ETF (EMLC) — Int/Div — Buy

Community National Bank IRA — Interest

Griffin Inst Success RE FACLC — Int/Div

Buyout of partnership mvestment Turner Padget Graham& Laney — None — Distnbuted — mn full by TPGL

2nd home Boone, NC — Rent

Amencan Funds (H)

The Growth Fund of American C (305) — Int/Div — Buy

Fundamental Investors C (310) — Int/Div — Buy

American Balanced Funds C (311) — Int — Buy

New World Fund C (336) — Int/Div — Buy

Europacific Growth Fund C (316) — Int/Div — Buy

Gift — State Court of Appeals judge and spouse — 2 might's lodging at their personal vacation home to attend SC Bar Convention — $400.00

Liability — American Express — credit card spouse

Liability — US. Department of Education/Navient — student loan (dependent™s obligation)

Liability — L.S. Department of Education/Nelnet — student loan (dependent’s obligation)

Reimbursement — South Carolina Bar — 01/18/2018 to 01/192018 — Kiawah Island, SC — CLE/Bar meeting — registration waived

Reimbursement — South Caroling Bankruptcy } Law Association — 05/04/2018 to 0SN62018 — Wild Dunes, SC — CLE! speaker — lodging, food, registration waived

Spouse's income — 2018 — The Law Office of Eric K. Englebardt, LLC (this entity owns 50% of Wilson & Englebardt, LLC Kattormeys)