Beverly Baldwin Martin

Bank of America checking account — Int./Div.

Bank of America Money Market Account — Int./Div.

Bank of America Money Market Account — Int./Div.

Energy Select Sector SPDR Fund ETF — Dividend — Sold (part)

Energy Select Sector SPDR Fund ETF — Sold

Energy Select Sector SPDR Fund ETF (IRA) — Dividend — Sold

Financial Select Sector SPDR Fund ETF — Dividend — Sold (part)

Financial Select Sector SPDR Fund ETF — Sold (part)

Financial Select Sector SPDR Fund ETF — Sold (part)

Financial Select Sector SPDR Fund ETF (IRA) — Dividend — Sold (part)

Global X Fintech ETF — None — Buy

Global X Fintech ETF — Buy (add'l)

Global X Fintech ETF (IRA) — Dividend

Invesco Bulletshares 2019 Corporate Bond ETF — Dividend — Buy

Invesco Bulletshares 2019 Corporate Bond ETF — Sold

Invesco Bulletshares 2023 Corporate Bond ETF — Dividend — Buy

Invesco Bulletshares 2023 Corporate Bond ETF — Sold

Invesco QQQ Trust ETF — Dividend — Buy (add'l)

Invesco QQQ Trust ETF — Buy (add'l)

Invesco QQQ Trust ETF — Sold (part)

Invesco QQQ Trust ETF (IRA) — Dividend — Buy (add'l)

IShares Core MSCI Emerging Markets ETF — Dividend — Sold

IShares Core MSCI Emerging Markets ETF (IRA) — Dividend — Buy (add'l)

IShares IBOXX $ INVT Grade Corporate Bond ETF — Dividend — Buy

IShares IBOXX $ INVT Grade Corporate Bond ETF — Sold

IShares MSCI Emerging Markets ETF — Dividend — Buy (add'l)

IShares Select Divid ETF — None — Sold

IShares U.S. Technology ETF (IRA) — Dividend

J.M. & Star, Macon, Bibb County, GA — Distribution — Sold

Lone Star Corp — Dividend

Rental Property, Atlanta, Fulton County, GA — Rent

SPDR S&P 500 ETF TR — Dividend — Buy

SPDR S&P 500 ETF TR — Buy (add'l)

SPDR S&P 500 ETF TR — Sold (part)

SPDR S&P 500 ETF TR (IRA) — Dividend — Buy

SPDR S&P 500 ETF TR (IRA) — Sold

SPDR S&P 500 ETF TR (IRA) — Buy

SPDR S&P 500 ETF TR (IRA) — Sold

SPDR S&P BioTech ETF — Dividend — Buy (add'l)

SPDR S&P BioTech ETF (IRA) — Dividend

SPDR S&P Regl Banking ETF (IRA) — Dividend — Sold

UBS Bank USA Dep Acct (IRA) — Interest

UBS Bank USA Deposit — Interest

Vanguard FTSE Europe ETF — Dividend — Buy (add'l)

Vanguard FTSE Europe ETF (IRA) — Dividend

Vanguard Growth ETF — Dividend

Vanguard Growth ETF (IRA) — Dividend — Buy (add'l)

Vanguard Health Care ETF — Dividend — Buy (add'l)

Vanguard Health Care ETF — Sold (part)

Vanguard Health Care ETF (IRA) — Dividend — Buy (add'l)

Vanguard Mid-Cap ETF — Dividend — Buy (add'l)

Vanguard Mid-Cap ETF — Buy (add'l)

Vanguard Mid-Cap ETF (IRA) — Dividend — Buy (add'l)

Vanguard Small-Cap ETF — Dividend

Vanguard Small-Cap ETF (IRA) — Dividend — Sold (part)

Vanguard Value ETF — Dividend — Buy (add'l)

Vanguard Value ETF — Buy (add'l)

Vanguard Value ETF — Buy (add'l)

Vanguard Value ETF (IRA) — Dividend — Buy (add'l)

Wisdomtree Japan Hedged Equity Fund ETF (IRA) — Dividend — Sold (part)

Wisdomtree Japan Hedged Equity Fund ETF (IRA) — Sold

Line 31: I bought this rental property on June 15, 2016 for a purchase price of $235,000.