Brenda Kay Sannes

Amgen, Inc. — Dividend

Fidelity Total Market Index Fund — Dividend

Fidelity Total Market Index Fund — Sold (part)

Fidelity Total Market Index Fund — Sold (part)

Fidelity Total Market Index Fund — Sold (part)

The Southern Company — Dividend

New York State 529 Age-Based Option: Aggressive Growth Portfolio — None

New York State 529 Age-Based Option: Conservative Growth Portfolio — None

New York State 529 Age-Based Option Income Portfolio — None

New York State 529 Growth Stock Index Portfolio — None

New York State Mid-Cap Stock Index Portfolio — None

Rental Property #1 (Los Angeles, California) — Rent

M & T Accounts — Interest

M & T (IRA) — Interest

Chase Account — Interest

Ditech Funding — Interest

New Rez LLC (X) (see part VIII) — Interest

National Group Whole Life Insurance — Dividend

State Farm Whole Life Insurance — Int./Div.

Fidelity Intermediate Treasury Bond Index Fund — Dividend — Buy

Fidelity Investment Grade Bond Fund — Dividend — Buy

Currency trading account (X) — Distribution — Closed

Family Trust C (H)

Sannes Family Limited Partnership — Royalty — Open

Co-trustee (See part VIII), Family Trust A

Co-trustee (See part VII, line 23, and part VIII), Family Trust C

Liability — New Rez LLC — Mortgage on rental property #1 (part VII, line 12)

Income — 2019 — Benefit received from Sannes Family Trust C — $53,000.00

Family Trust A is a revocable living trust without reportable assets.

Family Trust C is an irrevocable trust which owns 50% of the Sannes Family Limited Partnership

The servicing on the impound account for the mortgage on rental property #1 (part VII, line 12) switched from Ditech Funding to New Rez LLC in March 2019.