Kathy Surratt-States

Commerce Bank Accounts — Interest

Invesco-American Franchise Fund-Class ( — Int/Div — Sold

Wells Fargo - (IRA) — Int/Div — Closed

Advantage FDS-Asset Allocation FD Class C

State Farm Variable Universal Life: Stock & Bonds Balance — Int/Div

City of St. Louis Public Employee Deferred Compensation Plan — Int/Div

American Funds Growth A

Nuveen Winslow Large-Cao Growth

Great-West Portfolio Fund

Monumental Life Insurance

MOST-Conservative Age-Based: Vanguard Consy Growth Portfolio — Int/Div

Northwestern Mutual Life Insurance: Whole Life Insurance — Int/Div

Tulsa Teachers Credit Union Account — Interest

Edward Jones (IRA) — Int/Div

Russell LipntsBal Stgy Fd ( — Sold

Invesco Equity & Inc Fund CL A — Buy

Invesco Intl Growth Fund CL A — Buy

Invesco Corp. Bond Fund CL A — Buy

Edward Jones — Int/Div

Invesco Diversified Div Fund CL A — Buy

Invesco Equity & Income Fund CL A — Buy

Member, Altrusa International Inc., of St. Lows

Member - Board of Directors, Catholic Charities of St. Lows

President - Board of Directors, Gifted Resource Council

Reimbursement — IWIRC — 02052015-0206/201° — Atlanta, GA — Speaker — amrtare and hotel

Reimbursement — National Conference of Bankruptcy Judges — Od 1272015.04/14201 — San Antonio, TX — Mid Year committee meeting — travel, lodging and meals

Reimbursement — American Bankruptcy ) Institute — 10152015 10/17201 — Kansas City, MO — Speaker — travel

Spouse's income — 2015 — City of St. Louis (police officer)